FAQ

Yes. If you are switching to Primo Payroll during the year, you should transfer P11 records and the total of any recoveries made. There is a data transfer facility built into Primo Payroll that allows you to easily import data from CSV files.

Yes.

Yes, you can use the data transfer facility to import the employees’ records from a CSV file.

You can choose from a list of standard layouts available in the system. In addition, you can choose the ‘Custom’ option and then upload a layout created for you. The layouts are created using Crystal Report designer. Our support team will be able to help you with this. Minor changes to existing layouts that take less than 30 minutes will be free. Beyond this free time, we charge just £35 per hour.

Yes. There is an option to choose from four security laser payslips. However this will require you to purchase the payslip stationery from our recommended supplier. Please contact us for further information.

You will sign up for a monthly rolling contract unless you choose to pay quarterly or annually. You will not pay a penny after the month in which you choose to cancel you contract.

The payment method field in the employee’s record does not actually control how the bank pays. What determines whether the payment is made by Faster or the 3-day BACS system is the payment file format you choose on the ‘Company Settings’ screen. Make sure you select the appropriate ‘Payment File Format’ on the ‘Bank Settings’ screen.

Yes you can. We have a rollback feature with which you can roll back to the required period and make the necessary changes, re-process payroll and resubmit RTI. Once done, you can close the period and progress to the current period.

Yes. Primo Payroll allows four popular payment frequencies – weekly, fortnightly, every four weeks, and monthly. You can have a range of employees who are paid at different frequencies in the same company.

Yes. This is a feature on the editions for group 2 & 3.

Select ‘Normal Post’ as the communication method for employees who do not wish to receive their payslips by email.

The eight week average pay calculation is based on the number of days in the ‘relevant period’. There are occasions when the number of days can exceed 56. In such cases, the total pay during the relevant period should be divided by nine weeks instead of eight weeks, resulting in a lower average pay. This is the correct procedure and is prescribed by HMRC’s technical team.

The username is unique and cannot be changed after it has been created.

Set up a taxable payment element with the settings ‘Tax & NI Purposes Only’. This means the payment is part of the salary payment to the employee but is used to calculate tax and NI only.

The best way to do this is to set up a deduction of the type ‘Loan’. Once the deduction element is set up, open the employee’s record, go to the deductions tab and click ‘Loan Setup’. Specify the amount advanced and how much you want to deduct per period. Once this is done, the payments will be automatically deducted until the full amount is recovered.

You cannot and should not reinstate the same employee record. Instead you must create a new employee record with the relevant P45 figures.

Yes, you can use the ‘On Hold’ facility in the employee’s record to prevent the program from processing their payroll. Any employee on hold will be automatically included for payroll processing for the last tax period of the year.

Simply set up a payment element with the ‘Before Tax’ and ‘Before NI’ flags set as ‘No’.

Simply set up a deduction element with the ‘Before Tax’ and ‘Before NI’ flags set as ‘No’.

Yes. You can submit several FPS for the same tax period. There are businesses that run a daily payroll and these businesses can submit FPS every day.

Yes. To claim the CIS deduction you must complete the Employer Payment Summary (EPS) every month and specify the CIS deduction figure for the tax month. This will reduce the amount of Tax & NI payable to HMRC.

Yes.

Primo Payroll supports all popular pension providers. Please click here for details.

Yes, you can. We support all popular pension provider integration either directly or through PensionSync.

Yes, Primo Payroll is compatible with NEST. We have a direct integration with NEST.

You can setup as many pension schemes as you want. However, each employee can be linked to a maximum of two schemes at any one time.

Yes.

If you choose Smart Pensions as your pension provider, communication is handled by Smart Pensions platform. With any other provider, you can use the Auto Enrolment communication feature within Primo Payroll.