Use the UK Payroll template to forecast employee costs, including PAYE, National Insurance, pensions and bonuses.
Before you start
Before you begin, create an import master sheet and copy the UK Payroll template into it.
CAUTION: Don't:
Delete any rows or columns
Add any rows or columns. If you need extra rows, use another UK Payroll template
If you change the template structure, create a new template, copy it into your Import master sheet again, and start over.
Open the UK Payroll template
Open the forecast.
Select New prediction, then Import templates.
Select Open Master Sheet, then open the UK Payroll tab.
Complete the UK Payroll settings
Expand Sheet Settings, then complete all required fields.
Map the highlighted accounts to the accounts in your chart of accounts.
Review and update any default settings to match your business.
Check that the National Insurance, PAYE and pension thresholds are correct.
NOTE: White cells are optional. Complete the highlighted required fields before continuing.
Complete the employee details
Enter each employee's information in the appropriate cells.
Scroll across and complete all the required columns.
CAUTION: If you're copying data from another source, use Paste Values only to preserve the template formulas.
Check the template
If a red cross appears, the required information is missing. Expand the affected rows and complete the missing fields.
When complete, a green tick appears at the top of the worksheet to show the template is ready to sync back to Futrli.