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Your guide to getting started with Workforce Payroll.

Workforce Payroll (UK)

What is Workforce Payroll and how to enable it for your account.

About Workforce Payroll (UK)

About Workforce Payroll

Workforce Payroll Setup Checklist (UK)

Learn how National Insurance works in Workforce Payroll, including NI categories, verifying NI numbers, and the automated checks Workforce uses to help identify eligibility issues.

National Insurance (NI) in Workforce Payroll

After setting up your account, pay your staff for the first time with Workforce

Run your first payroll (UK)

Automatically create payslips for salaried staff or other employees that are paid the same amount every pay period.

Paying salaried staff using autopaid earnings templates (UK)

For customers setting up Workforce Payroll for the first time.

Getting Started with Workforce Payroll

Learn how to configure your company payroll details for RTI submissions, bank payments, tracking categories, and payroll document security.

Company Setup (UK Payroll)

Import or create earnings rates linked to award rules in Workforce.

Earnings Rates (UK Payroll)

Import, create, and link leave types in Payroll

Leave Types (UK Payroll)

Create, assign, and view deductions on pay runs

Deduction Types (UK)

Import updates or new data to payroll or export payroll configuration to CSVs.

Import/export data (UK Payroll)

This guide explains how to set up and manage journal entries for payroll processing.

Journal Setup (UK)

Learn how to set up the Apprenticeship Levy, review levy calculations, and report levy amounts to HMRC through Workforce Payroll.

Apprenticeship Levy

Configure payroll settings and payroll data.

Payroll Configuration

Set up Pension Providers for staff and employers to make contributions each pay run.

How UK Pension Auto-Enrolment Works

This guide explains how to enable Pension Communications to notify employees on updates and changes which may affect them.

Pension Communications

Integrate Workforce with Nest to enrol employees and submit pension contributions during each pay run.

Nest Pension Integration

Import pension memberships and enrol employees in bulk using Workforce CSV templates.

Pension CSV Imports & Bulk Enrolment

Troubleshoot common pension enrolment, syncing, and contribution issues in Workforce and Nest.

Pension Troubleshooting

Manage pension schemes and auto-enrolment requirements.

Pension & Auto-Enrolment

This guide explains how Statutory Sick Pay (SSP) works in the UK and how it's managed in Workforce Payroll.

Statutory Sick Pay (SSP) in Payroll

This guide explains how Statutory Maternity Leave (SMP) works in the UK and how it's managed in Workforce Payroll.

Statutory Maternity Leave (SMP) in Payroll

This guide explains how to record Shared Parental Leave (SPL) and pay Statutory Shared Parental Pay (ShPP / SShP) in Workforce Payroll, including how to split paid and unpaid leave…

Shared Parental Leave (SPL) and Shared Parental Pay (ShPP) in Workforce Payroll

Manage statutory leave and statutory pay.

Statutory Leave Types

Learn how to process payroll in 4 steps, email payslips, and revert a pay run to a draft if needed.

Run payroll (UK)

This guide explains how RTI submissions work in the UK and how to manage them correctly using Workforce Payroll.

Real-Time Information (RTI) Submissions in Workforce Payroll (UK)

This guide outlines the purpose, setup requirements, validation process, review steps, and best practices for importing payroll data using the FPS Importer.

FPS Importer

This guide explains how to set up and use the Workforce HMRC Inbox.

HMRC Inbox

This guide outlines how to troubleshoot common XML errors based on the response received from HMRC.

Troubleshoot XML Errors in FPS (Full Payment Submission) in UK Payroll

This guide covers how to complete end of financial year payroll in Workforce, including submitting the final EPS, generating P60s, resetting year-to-date balances, removing emergency tax codes, and preparing for…

End of Financial Year - Guide for Payroll (UK)

Claim and manage Employment Allowance for your company.

Employment Allowance Claims (UK Payroll)

This guide explains how payment dates affect PAYE calculations in payroll.

How Payment Dates Affect Tax Calculations in Payroll (UK)

A step-by-side guide on processing an out-of-cycle pay run

Processing an out-of-cycle pay run (UK)

This feature is useful for adding earnings that fall outside of time and attendance, such as tips, bonuses, or other additional payments.

Import earnings lines to draft payslips (UK)

Run payroll and manage HMRC reporting requirements.

Run Payroll & HMRC Submissions

This guide shows you how leave balances can be paid out automatically when an employee’s contract ends.

Leave Payout (UK Payroll)

Learn what payroll information you may need to update after rehiring an employee in Workforce Payroll.

Rehire an employee in Workforce Payroll (UK)

Transfer employees between PAYE schemes within your organisation, including how to manage leave, pensions, and payroll when moving them to a new company file.

Company File Transfers (UK Payroll)

Handle employee-specific payroll changes.

Employee Changes & Payroll Actions

Learn how salary sacrifice deductions are set up, managed, and how they affect payslip calculations.

Set Up Salary Sacrifice (UK Payroll)

The Multi-Entity Payroll feature allows UK customers to manage payroll for multiple companies within a single Workforce account.

Multi-Entity Payroll (UK)

This guide explains how to set up a director in payroll, choose the correct NIC calculation method, and ensure accurate reporting to HMRC.

Directors Pay (UK Payroll)

Attachment Earnings Orders and Direct Earnings Attachments

Manage Tronc payments in your payroll system, including how to configure Tronc as an earnings type and how to add Tronc payments to payslips manually or in bulk.

Tronc Setup (UK Payroll)

Advanced payroll configurations and specialist payroll scenarios.

Advanced Payroll Setup

Export payroll journals directly from Workforce to Xero without downloading and importing CSV files.

Export Payroll Journals to Xero (UK)

Use the Modulr integration to pay staff, suppliers, and the HMRC.

Modulr Integration

Export BACS files directly from your pay runs so you can process payments quickly and reliably.

Export BACS Payment File (UK Payroll)

Connect Workforce Payroll with other systems and export payroll data.

Integrations & Exports

Automate your deductions by linking them to HR Forms.

Link Forms to Payroll Deductions (UK Payroll)

Automate your allowances by linking them to HR Forms.

Link Forms to Payroll Allowances (UK Payroll)

Automate your employee reimbursements by linking them to HR Forms.

Link Forms to Payroll Reimbursements (UK Payroll)

Link Forms to Payroll 

A practical guide to key UK payroll forms (P32, P45, and P60) and how to generate them in Workforce.

UK Payroll Forms (P32, P45, P60)

Reports providing insights into employee leave balances, accruals, and current liabilities.

Leave (UK Payroll Reports)

Reports to assist in identifying, reviewing, and resolving payroll discrepancies to ensure accuracy and compliance.

Anomaly Detection (UK Payroll Reports)

Reports providing overviews of payroll data, including breakdowns of activities, costs, and contributions, to support analysis, compliance.

Summaries (UK Payroll Reports)

Access payroll forms and reporting tools.

Payroll Forms & Reports

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