Here's the overview! Click on any link below to go straight to that section, or read on to see what’s been updated!
Import Files in Company Portal
Notifications
Workflow Updates
Auto Apply HMRC notices
Payroll Screen Updates
General Updates
Open MDP Release Notes in Browser
Import Files in Company Portal
We have given the ability for the company users to upload files in their portal, you can then view the files on your end and download them. To find out more about this, visit the article below:
Once the files are uploaded by your company user, you will get the notification at the top right of your screen (bell icon) stating the new file has been uploaded.
If you click that new notification, it will take you to the Portal uploads slider, where you can see the uploaded files by your company user. You can also see the details of the upload along with the option to download those files using the "down arrow" icon under Action column.
You can also view the uploads by going into Payroll -> Current Period -> Click the "File icon" before Import Pay Items button.
Notifications
We have added the notifications feature in the system where you can receive and see notifications in your login for specific situations. To know more details about this, please read the article below:
Workflow Updates
We have added a few more automations in the system that will help you a lot, like uploading P45s to the portal, automatic approvals and closing of payrolls, etc. To find out more, please visit the article below:
Auto Apply HMRC notices
We have added the new option for you to set auto-application of HMRC notices every period in the company's PAYE settings (you would need to turn this on for all companies if you have multiple companies in your organisation) without having to manually go into the screen every time before the payroll period. If you turn this option on, select the effective date and save it, then the system will trigger the task every day after this date at 6 - 7 AM in the morning and do this activity. This setting can only be enabled when you have already inputted your HMRC credentials into the system.
The system will fail to apply notices if the payroll is already locked/approved; the system also will send you a notification in case of any failure with the company name in the top notification bell icon, where you can see the failure messages, and if you click that notification, it will take you to the HMRC notices screen and show you the failed records.
Payroll Screen Updates
We have added the new report in the payroll checking stage called the "Full Pay Breakdown" report. You can download this report when you review other payroll reports, such as PBE / Pay item result listing report. This report will basically give the pay item total against each worker, and it will give you the totals of each pay item at the bottom of the report.
When sending approval to your company users, this report will also be sent along with other reports, and it's added to the company portal for them to review. This report will be displayed for all periods in the company portal.
The payroll reports were only showing in the company portal if sent for approval. Moving forward, the payroll reports will be showing for the company user in the company portal if the pay cycle is linked with that user.
Previously, all the checking reports were showing upfront, and now those will be displayed when you click the "Download" button since a new report has been added to the checking stage.
We have updated the error message to be intuitive in the payroll error report if the payroll errored because of invalid pension statuses.
When you try to download FPS, Bank file, journal and court order report, we have given the function in the system in your bottom right to show the progress of your downloads before they get downloaded.
Previously, when the payroll was approved, P45s automatically displayed in the worker's portal. Now we've given you control over when you wish to send P45s to the portal, similarly to payslips in the payroll stage. It will only be sent to the portal when you click this option (or) based on your workflow settings.
General Updates
Added the "Lloyds" bank file. So if you're using Lloyds Bank, you can set this up in your company details -> Bank, and then you can download this bank file once you complete the payroll.
Tax year filter added to the payroll history screen. It would be helpful for you to view the closed payrolls history based on tax year.
You can now update the pension status of the worker in the first payroll itself in the system. If you're updating pension status, worker type (Eligible/Entitled/No Duties/Non Eligible) is mandatory.
When you created a pay cycle earlier, pay periods would have been populated along with the pay date. Now, we have added the bank date as well for each period against each pay cycle, so you will be able to view/update the bank date in your company settings against each pay cycle.
