The payroll history screen is where you can view all the payslips produced in that company for ALL workers; leavers and active. It is also where payrolls can be rolled back.
The main screen is found under Payroll -> Process -> Payroll History, as shown below.
From here you can view a number of details regarding the worker's payment. See the table below for a better understanding of each column.
Payroll ID | This is the ID of the payroll that the payslip was produced from |
Pay Date/ Tax Period | This will show the pay date and tax week for that payslip. If the 'AE' symbol is present, the worker has been Auto Enrolled in that payroll |
Employee Name/ No. | This shows the employee name and number that the payslip relates to |
Tax Code | This displays the tax code used on the payslip |
Gross Pay (£) | This figure is the gross pay before any company costs are deducted |
Margin (£) | This figure displays the margin applied to that payslip |
Expenses (£) | This figure displays the reimbursable expenses value on that payslip |
PAYE (£) | This figure displays the Pay As You Earn tax paid on that payslip |
Total (£) | This displays the total net pay on the payslip |
Bank Date | This displays the bank date selected when the payroll was run |
Email Status | This will show whether the payslip email has been sent to the worker or not |
Actions | 
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How to Download a Payslip
To download payslips, simply search for the worker using the filters shown below and hit search.
To download the payslip in a PDF format hit the download button in the action column. This will download a copy to your PC for you to open.
Bulk Payslip Download
You can also download payslips in a bulk format if required. To do so click on the 'Bulk Payslip Download' button in the top right of the screen, shown below.
This brings you to the overview screen shown below, where you can search through any previous bulk downloads.
To create a new download, click on the ‘Create Payslip Download’ button in the top right of the screen. Doing this will open up a slider with some fields which you can use to filter your download.
Employee Name/No - Enter a name or employee number if you want to bulk download a single workers payslip(s). Just be aware that name is not unique and will possibly lead to more payslips than you expected.
Data Type - Select if you want the date range to be based off when the payroll was run, or the pay dates selected for the payrolls.
Date From/To - Enter the date from and to range.
Payroll ID - Enter an ID from a particular payroll if you want to download all payslips from it.
Once you have entered those details, hit the 'Load' button to load all of the payslips. Then, enter your title and select the 'Create Download' button.
You should see your download appear in the overview section with the status of ‘pending’. This process can take some time depending on the volume of the request. When the status changes to ‘success’ a download button will appear in the ‘Action’ column.
How to Rollback a Payroll
Rolling a payroll back is a useful feature if you notice an error in pay after everything is finalised. You can only roll back the most recent payroll for a contractor, so if you spot an error going back 2 or more payrolls ago then it is best to amend it on the next payroll. Otherwise, you risk more going wrong by rolling back several payrolls.
To do a rollback, search for the payslip on the Payroll History screen.
Once you have found the payslip you wish to roll back then hit the dustbin icon, shown below.
You will be prompted with the below pop up. It is important you read this and understand the implications of proceeding.
The tick box for ‘Previous net pay received’ is used if the worker has already received the funds for the payroll you are rolling back. It will place a deduction on the employees record for the net pay figure of that payroll. This will then be deducted off the workers next available payroll and will carry forward until fully recovered.
Whether this should be used or not will differ based on your requirements for the rollback.
IF you accidentally tick this option then the deduction can be removed from their record. However, it will require the Accounting Firm Admin to do so.
With regards to the FPS, there are two options; you can either resubmit the FPS or proceed without resubmitting.
We recommend that if you have sent an FPS for the payroll being rolled back, then you should resubmit one with the rollback. That means if you haven't sent the original FPS yet then you shouldn't send a re-submission with the rollback.
Once the rollback has been completed, the invoice will go back to 'Pending' status and can be edited and re-processed if necessary.
NOTE: If the worker has an invoice on a payroll in verify state, the below window will pop up to advise you that if you proceed with the roll back, the payroll in verify state must be re-processed for the payroll to be calculated correctly.
