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UK Payroll import template

How to populate data in the UK Payroll template.

Updated over a week ago

The UK Payroll template is useful to accurately calculate your staff costs, including PAYE, pensions, National Insurance, bonuses etc.

Before you add data to this template to import, you must:

Once you've done this, we explain below how to add data to the UK Payroll template in your Master Sheet.


⚠CAUTION:

  • Don't delete any rows or columns from the sheet

  • Don't add any additional rows or columns. If you require additional rows, use a separate template

If you accidentally do any of the above, you may corrupt the sheet. If this happens, you will need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.

  1. Click the Forecasting tab, then view the forecast you want to import predictions into.

  2. Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.

  3. Click Open Master Sheet.

  4. Open the sheet settings and map the appropriate accounts. You must complete the boxes highlighted in red. White boxes are optional.

    GIF of a user expending the UK Payroll Settings within the template.


  5. Make sure each section is set up correctly for your company. This may mean overriding settings that are already in place.

  6. Ensure that the National Insurance, PAYE and Pension thresholds are correct.​

  7. Enter your data in the appropriate cells.

    ⚠CAUTION: Only paste values if you're pasting data from another source. This is because the sheet has underlying formulas.

    Ensure you complete all columns, including those found by scrolling right.

    GIF showing user scrolling right across the Google Sheets template.

  8. When finished, you'll have a green tick at the top of the page. This means you can continue to sync the import template to Futrli.

    Screenshot of the UK Payroll template showing a green tick.


    If this isn't green, you'll be able to open the rows to see which information is missing.

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