Release Notes Earnie TM · Standard Life have introduced the ... Tax codes with ‘S’ as prefix...
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18/02/2014 Release Notes Earnie TM April 2018
Transcript of Release Notes Earnie TM · Standard Life have introduced the ... Tax codes with ‘S’ as prefix...
18/02/2014
Release Notes
EarnieTM
April 2018
www.iris.co.uk/customer
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Contents
Earnie April Release Patch 1 April 2018 - Version 1.30.69 .............................................................. 5
Pensions ............................................................................................................................................. 5
LGPS Bands England/Wales and Scotland ................................................................................... 5
Reports ............................................................................................................................................... 5
Timing ............................................................................................................................................. 5
Quick Report Writer ...................................................................................................................... 5
Year to Date Summary .................................................................................................................. 6
P45s ................................................................................................................................................. 6
NatWest Autopay Bank Credit Report......................................................................................... 6
Company Costs Summary ............................................................................................................. 6
P60 ................................................................................................................................................... 6
Payroll Calculation ............................................................................................................................ 6
Earnie April Release 2018 v1.30.61 .................................................................................................. 7
PAYE Legislation Changes................................................................................................................. 7
Tax Code Validation .......................................................................................................................... 7
Apprenticeship Levy ......................................................................................................................... 7
National Insurance ........................................................................................................................... 7
Company Cars .................................................................................................................................... 7
Fuel Type ......................................................................................................................................... 7
Recalculate ..................................................................................................................................... 7
Pensions ............................................................................................................................................. 8
Phasing – Year-end Restart .............................................................................................................. 8
Automatic Enrolment Scheme .............................................................................................................. 8
Scottish Relief at Source ................................................................................................................... 8
Pension Contribution Files ............................................................................................................... 8
Teachers’ pension - employer deduction ........................................................................................ 9
Monthly Data Collection ............................................................................................................... 9
Staging Date ....................................................................................................................................... 9
IRIS AE Suite – IRIS OpenEnrol .......................................................................................................... 9
RTI Changes ...................................................................................................................................... 10
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Earlier Year Update (EYU) ............................................................................................................... 10
Sundry Screen .............................................................................................................................. 10
Full Payment Submission (FPS) ...................................................................................................... 10
Serious ill health lump sum indicator ....................................................................................... 10
Reason for Late Reporting .......................................................................................................... 10
Employer Payment Submission (EPS) ............................................................................................ 10
Employer Alignment Submission................................................................................................... 10
Other Improvements ...................................................................................................................... 11
Remote Payroll Entry ...................................................................................................................... 11
Email Notifications ...................................................................................................................... 12
Email Reminders .......................................................................................................................... 12
Enable Reminders in Configure Timesheet ....................................................................................... 12
Payroll Calendar .................................................................................................................................... 12
IRIS HR Link Reports ....................................................................................................................... 13
Support Hub ..................................................................................................................................... 13
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Dear Customer
Welcome to your April software update for Tax Year 2018/2019. This update of the software
includes some new features and enhancements. These notes provide information on all the
improvements.
For information on the legislation behind the changes made in this release, read the PAYE
Legislation Guide.
If you encounter any difficulties, please visit: http://www.iris.co.uk/support/contact-support.
You can find the minimum system requirements on our website here.
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Earnie April Release Patch 1 April 2018 - Version 1.30.69
Pensions
LGPS Bands England/Wales and Scotland
The Local Government Pension Scheme (LGPS) bands have been updated for the new tax year
2018/2019.
New Standard Life Pension Files
Standard Life have introduced the ‘Workplace Pension Hub’. This requires different pension output
files from the current ‘G2G’ files.
Standard Life have informed us that their customers will be migrated gradually from the old
Group Pension Zone to The Workplace Pension Zone.
We have added the necessary file formats to the system; when Standard Life have informed you
that you have been moved to the Workplace Pension Hub you will need to use these new formats:
Create Pension File
Standard Life WPH Enrolments and Standard Life WPH Contributions have been added to
Pension | Create Pension File | Select File to Create screen.
Configure Pension Fund
We have added a Standard Life WPH option to the Pension | Configure Pension Fund | File
Output | File Format drop down list.
Configure Pension Fund
We have resolved an error 3163, which sometimes occurred when attempting to save the
Configure Pension Fund screen.
Reports
Timing
We have improved the time it takes to create reports.
Quick Report Writer
A rounding issue with certain formulae in the Quick Report Writer has been resolved.
An issue with SQL selection on Quick Report Writer, which was sometimes causing incorrect
totals on quick reports, has been resolved.
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Year to Date Summary
We have resolved an issue where SSP was showing as SPP on the Year to Date Summary, before
the first payroll had been run on the software for that company.
P45s
We have corrected an issue where P45s were printing for all employees for some companies with
Text employee codes.
NatWest Autopay Bank Credit Report
We have resolved an issue with this report where under certain circumstances employees were
appearing twice.
Company Costs Summary
We have corrected an issue with the Company Costs Summary where leavers were not being
included in the year to date values.
P60
We have improved the alignment on the P60 IRIS Laser Single Sheet and the P60 HMRC Laser
Single Sheet reports.
Payroll Calculation
We have resolved an issue with the payroll calculation that arose in 2018/19 tax year. If an
employee was paid on a Weekly, 2 Weekly or 4 Weekly basis, then changed to Monthly for next
period, on a Rerun of that period their NI Earnings were incorrect.
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Earnie April Release 2018 v1.30.61
PAYE Legislation Changes
The rates for tax, NI, Statutory Payments, Student Loans etc., have been updated for 2018/2019.
Click here for further details.
We have also made the following changes:
Tax Code Validation
We have updated Tax Code validation to allow D0 to D8 and SD0 to SD8 tax codes in the payroll
software, if there is an appropriate matching tax band introduced.
Apprenticeship Levy
We have added an App. Levy column to Company | Select Company | Company Details |
Payment Summary that displays the amount of Apprenticeship Levy paid to date in each
month.
National Insurance
The Tax / NI / Pension Rates report now includes the two and four weekly National Insurance
bands.
Company Cars
With effect from the 2018/2019 tax year we have made the following changes to the software to
cater for diesel cars that meet the Real Driving Emission Step 2 (RDE2) regulation.
Fuel Type
The Configure Company Cars | Add/Edit | Fuel Type dropdown now includes the option Diesel
Meets RDE2 Regulation. This Fuel Type will only be available from the 2018/2019 Tax Year.
Recalculate
A new Recalculate button has been added to the Allocation screen. You can click this button to
recalculate the cash equivalent if there has been a change, for instance in Fuel Type from Diesel
to Diesel Meets RDE2 Regulation.
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Pensions
Phasing – Year-end Restart
As per the Auto Enrolment legislation, minimum Employer Contributions will increase in April 2018
and April 2019 as per the table below.
When you perform the Year-end Restart, the system will display a message advising you to check
your employees’ and employer’s pension contribution rates and containing a link to The Pension
Regulator’s webpage regarding pension contribution phasing.
For more information on Phasing please view the TPR website here.
Automatic Enrolment Scheme
Date Employer minimum contribution Total minimum contribution
06/04/18 – 05/04/19 2% 5% (including 3% staff contribution)
06/04/19 onwards 3% 8% (including 5% staff contribution)
Scottish Relief at Source
From April 2018/2019, the Relief At Source (RAS) for pension contributions must be calculated
using the appropriate basic rate for Scotland and the appropriate basic rate for the rest of the UK.
Where the Payment/Deduction is a pension deduction with Less Basic Rate Tax set, the payroll
software will reduce the deduction by the basic rate tax value for the appropriate tax regime i.e.
Scottish or rest of the UK, based on the tax code during the pay period.
Tax codes with ‘S’ as prefix will use the Scottish basic rate value whereas any other tax code will
use the rest of the UK basic rate tax value.
Pension Contribution Files
We have updated pension contributions files to ensure they use the start and end date of the pay
period in which earnings are paid; that is the period containing the pay date and not the period
they were earnt. This is in accordance with specifications provided by the pension providers. For
further information, please read our Knowledgebase article here.
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Teachers’ pension - employer deduction
We have added a new payment/deduction Category to cater for Teachers’ Pension Employer
contributions. This new Category always uses the same pensionable pay elements as those you
have included in the Teachers’ Pension Employee contribution. This reduces the risk of
differences between the two.
Teachers’ Pension ER (Display) has been added to the Category section in Company | Alter
Payments / Deductions. It is a Display item only.
If you have already configured a Teachers’ Pension Employer contribution you should check it
and amend the Category to Teachers’ Pension ER (Display) if required.
Monthly Data Collection
When creating the Monthly Data Collection file for Teachers Pension, employees with Opt Out
or Contributions Ceased date in the period are included in the file, but not included on any
future files.
Staging Date
Following changes by The Pensions Regulator, Staging Date has changed to Duty Start Date /
Staging Date throughout the software. Re-enrolment now uses Duty Start Date in the way it
previously used Staging Date. This change will be visible in the following locations and on any
pension-related warning messages:
Pension | Configure Automatic Enrolment
Pension | Automatic Enrolment Configuration Tool
Pension | Period Pension Dashboard
Pension | Company Pension Dashboard
Employee | Select Employee | Employee Details
Company | Select Different Company |Select Company
IRIS AE Suite – IRIS OpenEnrol
We have removed Letter L0 from the software, as there will be no further Staging after February
2018.
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RTI Changes
Earlier Year Update (EYU)
We have updated the EYU schema for submissions relating to tax year 2017/2018.
Sundry Screen
In the Flexible Drawdown frame, below Pension Death Benefit, there is a new Serious Ill
Health Lump Sum tick box.
Full Payment Submission (FPS)
We have updated the FPS schema for submissions relating to tax year 2018/2019.
Serious ill health lump sum indicator
We have added two new types of payment to Company | Alter Payments / Deductions in the
Category section:
Serious Ill Health Lump Sum (Taxable)
Serious Ill Health Lump Sum (Non-Taxable)
The new categories are payments after NI i.e. they do not affect NIable pay.
Reason for Late Reporting
LateReason will be set to ‘H’ in the FPS XML file automatically, when a leaver was not paid in the
current tax year or the employee has been paid in the tax year but their leaving date has been
entered too late to include in the FPS.
Employer Payment Submission (EPS)
We have updated the EPS schema for submissions relating to tax year 2018/2019.
Employer Alignment Submission
The menu item for Employer Alignment Submission has been removed as it is no longer in use.
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Other Improvements
Remote Payroll Entry
The new IRIS Remote Payroll Entry module streamlines the data collection and payroll process for
Bureaus and Accountants.
It consists of new features in your payroll and a new app for your clients. Payroll information from
your clients is received directly into payroll ready for processing.
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Email Notifications
RPE now sends Email notifications:
to the client when the Bureau uploads a timesheet
to the Bureau when the client completes the timesheet and submits it to payroll
Email Reminders
The Email Reminder facility for Remote Payroll Entry enables you to switch on email reminders to
the client for the day the timesheet is due back and, if necessary, a number of days prior to the
deadline.
Enable Reminders in Configure Timesheet
We have added an option to enable reminders in the Configure Timesheet screen.
To do so:
1. Go to Remote Payroll Entry | Configure Timesheet
2. Tick Enable Email Reminders
3. Enter the number of Days Before Timesheet Due the reminder should be sent, from 0 to
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Payroll Calendar
The Timesheet Due Back column in the Payroll Calendar allows you to specify the date a
timesheet is due back from your client.
To do this:
1. Go to Company | Payroll Calendar
2. Select the relevant pay frequency (if necessary)
3. Click Configuration
4. Enter the number of days before the payroll date you need the timesheets back
5. Click Next
6. Click Finish
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IRIS HR Link Reports
We have added two new reports to the library to assist IRIS HR customers with integration. These
replace the reports that customers previously needed to download and install manually.
To install the reports:
1. Go to Reports | Library Selection | Miscellaneous and select IRIS HR Elements
2. Go to Reports | Library Selection | Summaries and select IRIS HR Employee Elements
Selecting these reports from the library will overwrite any older versions without prompting you.
To print the reports:
1. Go to Reports | Print Other Reports and select IRIS HR Elements
2. Go to Reports | Print Summaries and select IRIS HR Employee Elements
Support Hub
We have removed the Search the KnowledgeBase field from the Support hub in your
product. Use this link to access the knowledgebase:
https://www.iris.co.uk/support/knowledgebase/
Call: 0344 815 5700 for IRIS or 0344 815 5677 for EarnieTM
Visit: iris.co.uk
IRIS & IRIS Software Group are trademarks © IRIS Software Ltd 06/2015. All rights reserved
Additional Software and Services Available
IRIS AE Suite™
The IRIS AE Suite™ works seamlessly with all IRIS payrolls to easily manage auto enrolment. It will
assess employees as part of your payroll run, deduct the necessary contributions, produce files in
the right format for your pension provider* and generate the necessary employee
communications.
IRIS OpenPayslips
Instantly publish electronic payslips to a secure portal which employees can access from their
mobile phone, tablet or PC. IRIS OpenPayslips cuts payslip distribution time to zero and is included
as standard with the IRIS AE Suite™.
IRIS Auto Enrolment Training Seminars
Choose from a range of IRIS training seminars to ensure you understand both auto enrolment
legislation and how to implement it within your IRIS software.
Useful numbers
HMRC online service helpdesk HMRC employer helpline
Tel: 0300 200 3600
Fax: 0844 366 7828
Email: [email protected]
Tel: 0300 200 3200
Tel: 0300 200 3211 (new business)
Contact Sales (including stationery sales)
For IRIS Payrolls For EarnieTM Payrolls
Tel: 0344 815 5700
Email: [email protected]
Tel: 0344 815 5677
Email: [email protected]
Contact support
Your Product Phone E-mail
IRIS PAYE-Master 0344 815 5661 [email protected]
IRIS Payroll Business 0344 815 5661 [email protected]
IRIS Bureau Payroll 0344 815 5661 [email protected]
IRIS Payroll Professional 0344 815 5671 [email protected]
IRIS GP Payroll 0344 815 5681 [email protected]
IRIS GP Accounts 0344 815 5681 [email protected]
EarnieTM or EarnieTM IQ 0344 815 5671 [email protected]
