To help you plan your payroll more efficiently, you can use the Payroll Assistant option in Sage 50cloud Payroll Professional. With advance warning of changes to employees' circumstances, you can be confident that you'll get your employee's pay right first time and every time, reducing the need for corrections.
The Payroll Assistant is available in Sage 50cloud Payroll Professional.
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Run the Payroll Assistant
- On the Employee List, select the required employees
- On the toolbar, click Payroll Assistant.
If you can't see the Payroll Assistant option, click the double chevron on the right-hand side of the toolbar.
- Next to Perform a health check using a reference date of, enter the required date.
- Next to Perform the following health checks on, select one of the following options:
- All available employees
- Selected employees
The Payroll Assistant displays the search results in the following sections:
- Search results: This reports any issues for your information based on the Payroll Assistant search date.
- Requires Attention: This reports any issues that will cause submissions to HMRC to fail. These need to be rectified before your next submission.
- Advisory: This reports any issues that may result in a failed submission to HMRC. These need to be looked into, and rectified if necessary, before your next submission.
- Information: This reports any issues for your information that you need to consider updating.
This reports any issues for your information based on the Payroll Assistant search date.
|Significant birthdays for National Minimum/Living Wage||This employee will change Minimum Wage Band as of DD/MM/YYYY, due to their birthday on DD/MM/YYYY.|
|End of apprenticeship||This employee, who is 19 years old or over, has been an apprentice for a year or more on the date selected (DD/MM/YYYY) and should no longer be paid the apprentice rate.|
|Employees due to start statutory absence||This employee is due to start a period of absence for (type of statutory pay) starting on DD/MM/YYYY.|
|Employees currently on statutory leave||This employee is currently in a period of absence for (type of statutory pay).|
|Employees due to end statutory absence||This employee is in a period of absence for for (type of statutory pay) that is due to end on DD/MM/YYYY.|
|Upcoming appraisals||This employee has an appraisal due on DD/MM/YYYY which is on or before the end of the pay period for the date selected (DD/MM/YYYY).|
|Interim review due||This employee has an interim review due on DD/MM/YYYY which is on or before the end of the pay period for the date selected (DD/MM/YYYY).|
|Disciplinary coming to an end||This employee has a disciplinary that ends on DD/MM/YYYY which is on or before the end of the pay period for the date selected (DD/MM/YYYY).|
|Attachment of earnings end date||This employee has an attachment (attachment type) which ended as of (DD/MM/YYYY).|
This reports any issues that will cause submissions to HMRC to fail. These need to be rectified before your next submission.
|Expired right to work in the UK||This employee’s Right to Work documentation (Biometric Residence Permit) expired on DD/MM/YYYY.|
|State pension age||This employee is under state pension age and is assigned an NI category C in their employee record.|
|Employees assigned incorrect NI categories||This employee is using NI category (relevant NI category), but does not meet the requirements for doing so.|
This reports any issues that may result in a failed submission to HMRC. These need to be looked into, and rectified if necessary, before your next submission.
|Employees with the Week 1 / Month 1 flag on their tax code||This employee currently has the Week 1 / Month 1 flag set.|
|Incomplete address in employee record||This employee has incomplete address details. An address should have a postcode and at least 2 lines|
|Loans due to be repaid||This employee has a loan reference (Loan reference) which is active and has one payment left to fully pay it off.|
|No password set on email payslips||This employee who has elected to receive emailed payslips, does not have an email password set.|
|Employee not set for National Minimum/Living Wage check||This employee has the ‘Apply Minimum/Living Wage’ check flag unset.|
|Missing apprenticeship end date||This employee is an apprentice, but their apprenticeship has no end date set.|
This reports any issues for your information that you need to consider updating.
|Pay elements no longer in use||This employee has a payment (payment name) which is not in use and has no YTD value. Consider deleting this payment.|
|Attachment of earnings no longer active||This employee has an attachment (attachment name) which ended as of DD/MM/YYYY and has not been paid this year. Consider deleting this attachment.|
|Employee not set for online payslips||This employee is not set up for Online Payslips/P60s.|
Benefits for your employees above and beyond their payslips
We want to help your business where we can. That's why we are offering Sage Employee Benefits free to Sage customers for the first three months.