Payroll Update

Use the Update command to complete the pay period ready for the next pay period.

A number of actions must normally be completed before the update is run, the list depends on the features in use and the other applications in Opera that Payroll is linked to. The Update form shows a list of these actions and whether they have been run. You should complete any actions that have not been ticked before running the update.

Important: A series of messages guide you through the update and warn you if other actions need to be run beforehand. Please read the messages carefully. See the To Complete a Payroll Period Help topic for the steps to consider.

Updated details

The current period number and starts a new pay period for each selected group.
- Updates the employees’ pay records with to-date values based on the last period to-date, including:
- Income tax earnings
- NI Earnings up to the Lower Earnings Limit
- NI Earnings above the Lower Earnings Limit up to and including the Earnings Threshold
- NI Earnings above the Earnings Threshold up to and including the Upper Accrual Point
- NI Earnings above the Upper Accrual Point up to and including the Upper Earnings Limit
- Student and Postgraduate loan repayments
- Statutory Adoption Pay
- Statutory Maternity Pay

If the Split-Week Payments of SMP/SAP option is set for the payroll group, the Update command also updates each employee who is paid Statutory Maternity Pay or Statutory Adoption Pay with:

- The number of Split Days to carry forward to the next pay period
- The total number of Split Days that have been paid during the MPP(Maternity Pay Period) or APP(Adoption Pay Period).

- Statutory Paternity Pay (birth and adoption)
- Statutory Sick Pay.
Marks employees who left in the period as having been given their P45. The P45 Produced box on the Payroll - Processing form is used for this purpose. A message is displayed before the employees are updated.
Moves each employee's 'this period' pension values on the Payroll - Processing - Pensions - Employee Pensions form to the 'year-to-date' values on the same form.
If a pension is selected on the Clear Pension Contributions form, both the employer's and employees' contributions that were due to be paid to pension providers will be cleared. That form is displayed if the Use Advanced Pension Processing option is selected on the Options Page 2 tab of the Payroll - Utilities - Set Options form . Show ...

Deleted details

Temporary values on pay and deduction records.
Employee's data that has reached its end of life based on how the 'Keep Data' options are set on the Payroll - Utilities - Set Options form.
Any employee who has been registered as leavers of type ‘X’.
Records in the Nominal Ledger transfer file that have already been transferred to the Nominal Ledger (if Payroll is linked to the Nominal Ledger).
Existing history records if they are older than the number of periods in the Keep Transaction History option on the Payroll - Utilities - Set Options form, or if an employee is registered as a type X leaver.

Cleared settings

The employee project and department dimensions analysis records if the Keep Project or Keep Department options are cleared on the employee profile.
For employees who have 'Deduction from Earnings Order (DEO)' deductions that could not be fully paid, the reasons for the underpayment are set to 'None' and the Override boxes are cleared in readiness for the next tax period.

New records

A history record for all employees' payments and deductions for the previous period if the Keep Transaction History option in Payroll - Utilities - Set Options is defined. This does not apply if payments and deductions values are zero, for employees that are on holiday, or for leavers.