Employer New Payroll Setup Information (v1.01.16)

Q1

Please complete - there are certain mandatory questions marked with an *. These have to be completed. You may like to print this out for your records when complete and you may also choose to let your employee have a copy too. Once complete, it will be sent to us via email. There is no need to send us a paper copy.


Tailoring Pages

Q2
Tailoring - choose which sections are applicable or not applicable to tailor the form
Tailoring cuts down wasted time completing or skipping past sections that are not required and reduces the output at the end.

Employer Details

Q3
Employer Details
Q4
Your business Type - select

Q5
Sole Trader - Additional Information required

Q6
Partnership / LLP -Additional Information required

Q7
Limited Company - Additional Information required

Payroll details

Q8
Does the business already have a PAYE Scheme in place or does it need to be setup?

Payroll Scheme information

9
You have indicated you are already registered for PAYE. Please let us have:-

(you should be able to find these on PAYE correspondence from HMRC or on the yellow remittance booklet)


Payroll routines

Q10
Date payroll processing is to commence

Q11
Payroll frequency - how often is the payroll to be run?
Tick all that apply
Q12
How is payment to be made?
Our bureau service can produce the BACS files and upload to the bank or we can make payments via BACS on your behalf. Ask us for details.

Q13
Payslips can be distributed in a number of ways...which way is to be used?

Bank Details (if to be paid by BACS/Giro/AutoPay)

Q14
Employer Bank Information
(required if payments are to be processed as part of the payroll function)

Pay Rates and Amounts

Q15
If paid hourly, what are the "Standard Hours" per pay period e.g. 37.5 hours
Q16
Staff Holiday entitlements

Payroll additions and deductions

Q17

What payroll additions and deductions are going to be included in the payroll processing?


Additions
Q18
What, if any deductions, other than the statutory deductions of PAYE, NI, Student Loans etc may be part of the payroll processing?
Tick all those that may apply

Employers Schemes - auto-enrolment

Q19
If you operate (or willl need to operate) an Auto-enrolment scheme please complete the section below.
Auto-enrolment schemes set prescribed minimum levels of contributions and these gradually increase. Rates are

The proposed dates are subject to Parliament approval


Q20
What level of contributions are to be made to the Auto-enrolment scheme?

Auto - enrolment - Guidance on categorisation


Rates are for 2017/18

When you start preparing for pensions automatic enrolment, one of your first priorities will be to assess your workforce. You must fully understand which of your employees are eligible for auto enrolment so that you comply with the new legislation.


Worker categories
In order to achieve compliance you will need to categorise your workers into one of three eligibility categories:


1. Eligible Jobholders
This category describes workers that are eligible for automatic enrolment. It applies to employees who are between the qualifying age of 22 and state pension age with earnings that are above the auto enrolment threshold; which currently stands at £10,000.


2. Non-Eligible Jobholders
This category represents employees who are aged 16 to 74 and earning below the £10,000 auto enrolment threshold OR employees aged between the minimum age of 16 and 21 (i.e. under 22) or from state pension age to 74 who are earning above the auto-enrolment threshold. Non-eligible jobholders will not be auto-enrolled; however they can opt into a qualifying scheme where both you and the employee make contributions.


3. Entitled worker
This category covers workers who are aged between 16 and 74 and are earning below the lower threshold; which is currently £5,876. Even though this group of workers will not be automatically enrolled, it is your duty to provide them with information about their right to join a pension scheme. It is worth noting that if an employee that comes under the criteria of this category does want to join a pension scheme it doesn’t need to be a qualifying scheme that complies with auto enrolment and you have no obligation to contribute to it.

Pensions section

Q21
Company Pension Scheme / Auto Enrolment Scheme
Q22
You have indicated Yes - when will they be eligible to join?

Employers Pension Scheme - non auto-enrolment

Q23
Provide details of pension contributions

Thank You


You have completed this questionnaire!

Thank you for taking the time to answer this questionnaire

 

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