Employer New Payroll Setup Information

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Employer New Payroll Setup Information (v2.00.11.2022)

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.

Date completed
Completed by

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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.

	Yes	No
Is pay going to be paid direct to a bank account?
Pension scheme - do you operate just an auto-enrolment scheme? (If Yes, ensure you answer No to the next question)
Pension scheme - is the employee eligible for a company pension scheme other than the auto-enrolment scheme?
Do you want to show the Auto-enrolment categorisation helpsheet? (You can turn this off later on if you inititally say Yes)

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Employer Details

Q3
Employer Details

Business Name
Main Contact Name
Address1
Address2
Address3
Town/City
County
Postcode
Country (if not UK)
Email address
Telephone
Mobile Telephone
Fax Number

Q4
Your business Type - select

Sole Trader
Partnership
Limited Company
LLP

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Q5
Sole Trader - Additional Information required

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Q6
Partnership / LLP -Additional Information required

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Q7
Limited Company - Additional Information required

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Payroll details

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

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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)

Weekly	Three monthly
Fortnightly	Annually
Four weekly	Other (please specify):
Monthly

Printed payslip
Printed security payslip
Emailed securely (to each employee)
Payroll portal (for each employee)
Emailed securely (to employer for distribution)
Payroll portal (for employer to download and distribute)

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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)

	Enter details
Bank/Institution e.g. HSBC etc.
AccountName
Bank Sort Code (6 digits)
Bank Account Number

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Pay Rates and Amounts

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

	Enter details
Standard working hours

Comments:

Q16
Staff Holiday entitlements

	Enter details
No of days holiday in a full year (28 is the norm)
Start date of holiday year

Comments:

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Payroll additions and deductions

Q17

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

Additions

	Yes
Basic pay / Annual Salary
Overtime - at 1.5 X rate
Overtime - at 2 X rate
Overtime - other rates (specify below)
Bonus
Commission
Other - give details below

Other and details of deductions

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

	Yes
Student Loan Repayments
Attachment of Earnings Orders
Employer Loans
Other1
Other2

Other and details of deductions

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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

Total Minimum Contribution
6/4/19 onwards *	3%	8% (inc 5% staff contribution)

The proposed dates are subject to Parliament approval

	Employer contribution % (A)	Employee contribution % (B)	Total contribution % (A+B)
Auto-enrolment fixed rates (as above)
Other (after 5/4/19)

Comments:

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

	Select (the first option is the "cheapest" option
Based on qualifying earnings between minimum and maximum amounts only
On all earnings - no lower or upper limits

Comments:

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Auto - enrolment - Guidance on categorisation

Rates are for 2022/23

Annual Earnings	Age 16-21	22 to below State Pension Age	State Pension Age to 74
More than £10,000	Non-eligible jobholder	Eligible jobholder	Non-eligible jobholder
More than £6,241 and up to £10,000	Non-eligible jobholder	Non-eligible jobholder	Non-eligible jobholder
Less than or equal to £6,240	Entitled Worker	Entitled Worker	Entitled Worker

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.

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Pensions section

Q21
Company Pension Scheme / Auto Enrolment Scheme

	Yes	No
Are the employees eligible to join a company pension scheme?

Q22
You have indicated Yes - when will they be eligible to join?

	Tick and provide additional details below
Immediately
After 1 month
After 2 months
After 3 months
Other

Comments:

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Employers Pension Scheme - non auto-enrolment

Q23
Provide details of pension contributions

	Employer contribution % (A)	Employee contribution % (B)	Total contribution % (A+B)
Contribution Rate

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Thank You

You have completed this questionnaire!

Thank you for taking the time to answer this questionnaire

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Employer New Payroll Setup Information (v2.00.11.2022)

Tailoring Pages

Employer Details

Payroll details

Payroll Scheme information

Payroll routines

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

Pay Rates and Amounts

Payroll additions and deductions

Employers Schemes - auto-enrolment

Auto - enrolment - Guidance on categorisation

Pensions section

Employers Pension Scheme - non auto-enrolment

Thank You

You have completed this questionnaire!

UTR (Unique taxpayer reference number)
National Insurance Number

Partnership UTR (Unique taxpayer reference number)
Number of Partners in the business

Company UTR (Unique taxpayer reference number)
Number of Directors in the business

Accounts Office Reference Number
PAYE Reference Number