The way the Employee Explorer displays data and information can be altered through the ‘User Options’ screen:
The ‘Display Preferences/User Options’ – section is used to specify Display and User Options against the company.
Firstly, select the company you want from the
‘Select Company’ drop down box. This will default to your current company.
Tree View Options
The Tree View is the big box down the left hand side of the payroll, which has your list of employees:
LEVEL ONE/LEVEL TWO/LEVEL THREE:
If you have setup divisions, departments and locations then you would set the highest level, LEVEL ONE as the main heading and then LEVEL TWO are the heading below that and then LEVEL THREE below that. (*For example: You can then group employees for example in a location, ‘Bristol’ and then into a division ‘Software’ and then into a department ‘Support’. So you would set LEVEL ONE as
‘Location’, LEVEL TWO as ‘Division’ and LEVEL THREE as ‘Department’)
If you only have one level, so a few departments for example, set the LEVEL ONE option to
‘Department’.
Sort Sequence:
The sort sequence will group the employees in the Tree View in different ways:
‘Sort by Current Tax Period’ will group your employees by their current weekly/monthly tax period
‘Sort by Staff Number’ will group your employees by their staff number if you have set them up
‘Sort by Staff Name’ will group employees by their name.
‘Include Leavers’ - will include leavers in the tree view list.
Leavers will have their name shown in Yellow:
‘Always Expand Display Tree’ – If you have a number of Divisions/Departments/Locations and the employees have been grouped in the tree view by these Divisions/Departments/Locations then un-ticking this box will not display all the employees within each Division/Department/Location.
‘Display Staff Number first in Tree View’ – this option will show the staff number first next to the employees name. Otherwise it is shown at the end.
RTI Options
You will have two tick boxes on the left hand side ‘Disable RTI Submission User Interface’ and ‘Hide View XML Messages’
Disable RTI Submission User Interface:
The ‘Disable RTI Submission User Interface’ tick box will hide any RTI submission screens so that you don’t see the submission polling.
Hide ‘View XML’ Messages:
‘Hide view XML messages’ will hide any prompts asking if you’d like to view the XML file before submitting the FPS.
RTI after Payslip and RTI after P32 Print:
Option A:
The ‘RTI after payslip’ and ‘RTI after P32 Print’ options will have been set to ‘Submit FPS XML’ by default - This setting above will cause the FPS file to be submitted immediately after you print payslips. Note that it is possible to change this setting on a one-off basis each time payslips are print previewed/printed. If you do not want to do this you can change this setting permanently in the ‘User Options’ screen.
Option B:
If you select ‘Create FPS XML’ after printing payslips then the FPS submission will be generated and will need to be submitted to HMRC manually through MAMUT using the ‘File by Internet’ > ‘Schedule Submission’.
Option C:
If you select ‘Take no Action’ after printing payslips then the FPS will need to be submitted using either the menu option ‘Company’ > ‘Submit RTI FPS’ or the menu option ‘File by Internet’ > ‘Submit to HMRC’ and select ‘Full Submission for Pay Period’.
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Hide Bulletin Messages:
If you wish to stop any bulletin prompts in the software then you can tick the ‘Hide Bulletin Messages’ tick box. Bulletin messages will sometimes appear when you open the software giving detail about new updates and changes to the payroll.
Search
The software comes with the facility to search for created employees using the ‘Search’ options near the top right hand corner of the main screen:
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If you want the software to submit RTI automatically but still wish to run the payslips or P32 report for checking, then we advise to PRINT PREVIEW the payslips BEFORE closing the employees for the
pay period and print previewing the P32 report. Once you are happy with the payslips and the figures, if you then close the employees and then print the payslips and P32 the FPS and EPS
submission will be sent to HMRC.
Using the Search Bar
It depends on which criteria you want to search by, you can search by:
Surname/Forename/Tax Code/Post Code/NI Code/Staff No/Company Ref/Company Name
Use the second list to refine the search, allowing you to search by: Stars with, Equals, Contains or Ends with
Enter in the term/value/number into the ‘Search’ box and then click the ‘Search’ button
When clicking ‘Search’ the first employee who meets the criteria will be highlighted in grey in the employee list down the left hand side
By clicking the > button (if applicable) the next matching employee will be highlighted
If all employees in the search are found then a message will be displayed
By clicking the < button (if applicable) the previous employee will be highlighted
Click the ‘Clear’ button to clear the current search allowing you to make another one.
‘Payroll’ and ‘Calculator’ Modes
Along the top of the payroll there are two options, which allow you to switch between the different modes:
Payroll
The Payroll mode is where you store company and employee data, as well as run reports and file RTI submissions to HMRC.
Calculator
All versions of the Payroll software come with a built in PAYE and National Insurance calculator that can be used for checking and running calculations and check P45 details are correct. You can also save calculations in Calculator Mode.
Please see the ‘Payroll Assistant’ later in the manual for more information on using the Calculator Mode.
Switching Modes:
To switch from ‘Payroll’ mode to ‘Calculator’ mode, click the ‘Payroll’ or ‘Calculator’ radio buttons.
This can be done at anytime; a message prompt will be displayed if it is possible to save data.