After completing your year end cleardown, you need to review the company payroll calendar.
To do this, follow the steps below in Portal.
⚠️Important: Any returns for the tax year need to relate to payments made in the same tax year and any monthly payrolls always use the calendar month, not the week end date, i.e. the payroll period ends on the last day of the month.
Click Settings then under Company Parameters, click Calendar.
From the Company drop-down menu, select a company reference number.
Highlight the relevant calendar then review the Week End Date field.
Check the pay group offset days, the tax period and the monthly indicator fields.
Review the payment indicator fields i.e Mth Seq, Qtr Seq, F/Ntly Ind, 4 Wkly Ind, and Monthly Ind to ensure they align.
Add or remove a 53rd, 54th or 56th week if required.
Check the pay group offset days, the tax period and the monthly indicator.
Pay group offset days
To check pay group offset days, follow these steps.
Click Settings then under Codes, click Pay Groups.
From the Pay Group Code dropdown menu, select the relevant pay group.
Click Next Page then under Pay Groups, If required, update the Offset Days field.
Click Save.
Add additional weeks
To add additional weeks, check how to insert a week into your payroll calendar.
Back Office
If you add a week 53 to the calendar, you need to update the payroll period. To do this, follow the steps below.
Click CorePay then click Reference.
Click Payroll Parameters.