Release Notes

2024

RELEASE_4_1, 31-May-2024

New

  • Allow Administrators to view and act as an Employee can view and act for:

    • Booking/approving holidays.

    • Reporting/approving sickness of all types.

    • Recording/approving timesheets.

    • Viewing/performing pending tasks.

    • Viewing/downloading their documents.

    These include “employee as themselves” and “employee as manager” functions. This implemented on a new “Emplopyee setup -> Update -> As Employee” tab which replaces the previous “Absences” tab and “View Documents” button.

  • Bureau support:

    • On import, don’t add test employees for small Companies.

    • Debbie can auto-approve and finalise Pay Runs.

    • Add Pay Run Calendar dashboard.

    • Add notes for Company and Employee.

    • Add Company name to several places in the UX.

    • Shared Credentials management, and support on Report Templates that need it.

    • NEST support for MemberStoppedContributions and ApprovePayments.

    • Multi-sheet Pay Item Upload tool.

    • Provide privileged employees with access to their Company Documents.

  • GB HMRC updates:

    • DPS for 2024/2025.

    • NMW/NLW for 2024/2025.

    • Rates and Thresholds for 2024/2025.

    • SL and SxP for 2024/2025.

    • NIC 2pc reduction for 2024-01-06.

    • April budget 2024: NIC legislation, 2nd 2pc reduction for 2024-04-06.

    • RTI changes.

    • Scottish changes, including 2024 Arrestments.

    • IZENR Investment Zones NI Categories.

  • Add support for FreeAgent Journal.

  • Add support for QuickBooks Journal.

  • Add support for 12Pay FPS Import.

  • Add support for Staffology FPS import.

  • Add support for Xero single employee CSV format for FPS Import.

  • Add support for Natwest BACS bank file.

  • Add support for Coutts bank file.

  • Add support for RBS Bankline bank file.

  • Add support for Modulr Payment file.

  • Add support for Smart Pension via API.

  • Add support for Scottish Widows AssistMe pension scheme and CSV report.

  • Add support for Department-based journals to Xero Journal/Invoice.

  • Add Sickness CSV/Network Uploaders, with templates for GB SSP.

  • Quickstart facility to make migration/onboarding easier.

  • New GB AE Pay Item Upload tool for enrolment and opt-out data from the pension provider.

  • Styling for selected output reports/sheets.

  • Sickness “update” now shows an entitlement summary (just like holiday “update” screens), and sickness-type-specific fields.

  • Company preference to enable/disable live payslips.

  • New “Message” Pay Template for adding a message to a pay slip.

  • New “Minimum wage” Pay Template enforces minimum wage regulations.

  • Allow the detail tables on SubmissionViewer to be downloaded as CSV.

  • BACS reports can have CR/LF line endings.

  • Add a new Recent Logins dashboard, including the ability to unblock logins.

  • Whitelabel URL support.

Improved

  • Shift pay items:

    • Can now include state in display_as format values.

    • Are consolidated into a single sheet in the pre-approval report and grouped My Analytics.

    • Properly grouped in new Pay Item uploader tool.

  • Holiday support:

    • Average all payments before payday, inc 1 based on a date range.

    • Workable days does not exclude holidays.

    • Enhanced days and weeks per year (365, 365.25, 52, 52.14, 52.17857).

    • Explicitly clear taken & carried over on a migrated holiday event.

    • Align taken/old_taken & carry_forward/carried_over handling

    • Holiday pay can now be in days or hours

    • New Hourly/daily rate busses

    • Salary overtime can be negative

    • Holiday exceed limit now applies to fixed schemes

    • Employee has new FTE field

    • Holiday history can omit zero pay

    • Enhanced holiday sheets in preapprovalsummary2 report

    • Salary overtime is classed as a shift for holiday hours

  • All importers:

    • Improve the import schedule heuristics.

    • Detail each not-updated workers on import.

    • Report workers by department excluding only processed leavers.

    • Add Test workers on new frequency import.

    • Update pay schedule on import merge.

    • Don’t alter entered company details on update.

    • Now support email changes.

    • On import, don’t add test employees for small Companies.

    • Create Salary if monthly.

    • Add Dry-run capability to importers.

    • Allow AE zero worker % for SMP salary sacrifice schemes.

  • GB FPS import:

    • Can now compare IRenvelope-only FPS files just as we can import them.

    • Omit all using Test worker pay items and AE.

    • Omit debt orders on FPS import.

    • Preserve any Previous Pay/Tax values as the FPS actually has none.

    • Check company and FPS tax refs.

    • Catch a bad FPS XML e.g. EPS.

    • Add EPS support.

    • Improved documentation, including on how to suppress tax refunds.

    • Improved handling of unset address lines.

    • Improved handling of username clashes.

    • Improved AE handling.

    • Clearly explain next/parallel run, earnings and filter options.

    • Merge, now known as Update, is now the default FPS Import option.

    • Improved FPS to HR feed matching with a single forename.

  • CezanneHR data feed:

    • Do not exclude starters/leavers after dry-run as historic leavers.

    • Defer fetching new starters with start dated in the approval window until the next pay run.

    • Zero-out expired non-Salary compensation.

    • Support prorata salaries if present.

    • Eliminate “incomplete employee” errors using address patching.

    • Handle None value Comp items.

  • CSV/Network Uploaders:

    • Add UID support for Holiday Uploads, and the UID support now allows for multiple updates to a given item.

    • Add progress recording.

    • Add frequency checking for Worker Uploads.

    • Upload files can be xlsx or ods as well as csv.

    • Improve handling of encoding errors, BOM handling.

    • Networked upload URL path can now contain wildcards, and we will fetch the case-sensitive, alphabetically last match.

    • Add pay period filter to skip dated shifts before/after pay period.

  • GB Wage analysis report now includes Visa 20-hour limit checks.

  • Paycircle now uses Standard Employee Details Report.

  • People HR now shows the failing query on errors.

  • Add progress recording for GB DRS.

  • Add change recording for history upload tools.

  • GB HMRC CIS support recognition.

  • GB HMRC EPS now resets CIS suffered after last run of a tax year; adds no payment and period of inactivity settings.

  • GB HMRC FPS now resets certain Late reasons after each pay run.

  • GB HMRC DPS: Improved reporting of authentication failures. DPS after import goes back to 6-Apr for Prev Pay/Tax. Now supports rewind by date.

  • Pre-approval2 report now:

    • Uses styling on appropriate sheets.

    • Has a wew Gross2Net/P32(m1) sheet

    • Suppresses empty Holiday, Attention, GB AE sheets.

  • Allow Pension spreadsheets to be split into batches, and use for NEST variants.

  • Prefer works_id over db_id if no NI for Aviva Alt unique ID.

  • Add pension scheme setting to stop pension at specified age.

  • Suppress pension adjustment messages if Adjustment inputs reuse is set to reuse always.

  • Add “Company % scheme override” input to GB AE Pay Items and associated “Company % contribution used” state.

  • For GB AE pay after end, stop enrolment, and add new setting for contributions.

  • Support multi-line GB pension letter signature.

  • The Password Reset form now validates the given email address, including checking for blocked emails.

  • Enhanced days and weeks per year (365, 365.25, 52, 52.14, 52.17857) for salaries.

  • Allow for dated changes to apply just after end_date.

  • Ensure re-starters have is_active set.

  • When a PaySchedule is renamed, rename the corresponding Journal entries too.

  • Separated “stickyness” of selected calendar year and tax year to avoid confusion when navigating between pages.

  • Various pages should now load more quickly, including listings and Absences/Time Off.

  • Company/Client Update pages Branding/Preferences moved to bottom and have legends.

  • When packing download files into a .zip, use simplified member names.

  • Add drag-n-drop support for all file inputs.

  • Always write report state on company downloads.

  • BACS18 comparison now handles Serial numbers, and missing headers/trailers.

  • Debt orders support negative earnings.

  • Debt orders support multiple instances.

  • Debt order UIDs now include the date for improved auto reset.

  • “Invalid URL” error handling in PDF report generation.

  • Pay Run View now dynamically refreshes status of selected report.

  • Journals can now have an unlimited complexity/number of lines.

  • Merging existing workers during Import now updates their state.

  • Improved “Previous”/”Next” navigation between report submissions and data feeds, added equivalent navigation between pay runs.

  • Pay Item uploads can be restricted to a single Company.

  • Improved P32 tool with better labelling, handling for multiple pay runs per tax month, corrected recoverables for first imported mid-year payrun.

  • Rework Jinja payslip with simplified customisation model, subtotal support, remove previous employment pay/tax, category support and an alternative compact layout. Includes documentation.

  • Double the amount of feed history.

  • “My Dashboards -> Live Pay Run” uses an improved definition of a completed pay run.

  • “My Processes” handles branding like other pages.

  • Improved display of Data Feed start.

  • Exception recording extended to additional cases. All logs now saved with their respective Pay Run, Report submission, Data Feed etc.

  • Improved error rendering includes browser-side validation errors, and correctly handles the spinner on form submission errors.

  • SmartPension schemes support RAS.

  • Improved/corrected error display in several cases. Rewind failures are now more visible.

  • By default, the GUI should hide DEBUG logs.

  • Clarify documentation on how retrospective absences are handled by Salary.

  • Improved paylip salary messages.

Fixed

  • GB HMRC FPS namespace suffix corrections.

  • Validate pay schedules properly.

  • Garnishes such as loans should not be reset on new tax year.

  • Garnishes now limit deduction to outstanding amount.

  • Garnishes now handle negative earnings.

  • Fix typo in WhatIf pay item checking.

  • Moneysoft uses 2 or 4 digits for years.

  • Keep Tempaid PayID spaces.

  • Correct NMW age check off-by-one errors.

  • Correct GB HMRC-based cleaning of names.

  • GB P60s should test for end_date after 5-Apr, not 6-Apr.

  • GB HMRC FPS: correct lookup of errors.

  • GB HMRC EPS: correct Apprenticeship Levy pay bill YTD.

  • GB HMRC EPS: correctly breaks out NIC compensation.

  • GB HMRC DPS:

    • Filter leavers from DPS and enhance unmatched message.

    • Old P9s now correctly handled as P6s.

  • HWM correctly set.

  • Stop people adding Pay Runs in the past.

  • Viewing of busses in Payslip Viewer.

  • OSP output on GB SSP Template needs to drive attachable earnings.

  • P45 must keep its W1M1 along with the tax code.

  • Prevent zero-length holidays being booked.

  • PayItemsEditor handling of multi-input items.

  • Corrected change recording logic during what-if analysis and rewind.

  • Rewind exceptions are now visible in the GUI.

  • Correct handling of legacy PayRuns with older snapshots.

  • GB AWE history upload tool broken by force_state.

  • Holiday CSV upload missing add_from worker.

  • Prevent cancelled Processes generally being restarted, and mark stale PayRunReports as cancelled.

  • Improved handling of manually Add’ed Employee with missing data, e.g., bank details.

  • HR feeds do not overwrite existing employee field.

  • Tax week 53: support for pension reports; suppress payslip message on zero pay.

  • GB PAYE now correctly handling having both a P9 and a P6 to apply.

  • Correct handling of time-of-day feeds:

    • Distinguish T-O-D run times from normal daily run times.

    • Distinguish T-O-D-aware feeds from normal daily feeds.

    • Actually wait for the T-O-D start time, even in the collapsed schedule case, and implement non-collapsed schedule support.

    • Display the T-O-D time as appropriate.

    • Improve formatting of displayed date ranges.

  • GB SMP/SPP/SPBP Relevant Period off by onefixed.

  • GB Xero journal warnings and errors should be logged. Resolves #3547.

  • Retrospectively holiday pay corrected

  • No longer clear holiday carry/taken on leaving

  • Holiday pay suppressed if pay after end.

  • Absence manual days now correctly applied if absence workflows are used.

  • Recoverables not reset on second payrun of the tax year when multiple schedules are used.

  • Comparing pay run text files now correctly handles files with no trailers.

Incompatible Changes

  • Deprecate GB PAYE tax code changer (P9X).

  • paiyroll® now tracks absences which have been loaded from an external source. This tracking was not present historically, but users of uploaded absences must avoid deleting remote absences till the new code has been run.

  • Change handling of upstream absences (sickness and holidays) which are deleted after we already processed them. Previously, we refused to delete them and issued an error message like this:

    'Un-deletable remote Holiday(2023-10-31) has paid out to 2023-10-31'

    In pratice this meant that administrators had to track this going forward, and make manual adjustments until the end of the holiday year* (or sickness “horizon”). The new behaviour is to honour the delete after issuing a message like this:

    'Deleting Holiday(2023-10-31) which has already paid out to 2023-10-31'

    This will typically require a one-off adjustment* only. Any later absences which may need review are listed in separate error. Resolves #3288.

    * Except for paid holiday!

2023

RELEASE_4_0, 11-Oct-2023

New

  • New employee view with Documents button and 4 tabs:

    1. Details

    2. Single-Employee Pay item Editor with payslip preview

    3. Live payslip

    4. Absences (new)

  • New Pay Item editor now display Shifts (and other related Pay Items) together

  • Clicking on Pay Item editor ‘clock’ now also gives access to Output and State history

  • Cleaner page titles, icons and UI throughout

  • All XLSX reports now styled for column width, bold headers, titles and total rows

  • My documents now has a Download icon in addition to viewing (clicking on name)

  • AE Pay Item now has Worker and Company adjustment inputs

  • Company filtering added to Cost Centre, Department, Pay Definition, Pay Schedule, Report Definition and Workflow Definition pages

  • Employee self-service updates can be disabled in Upload workers CSV report settings.

  • Rotating spinner added for slow operations

  • Department listing now includes manager names

  • Changing an employee department now auto changes related Pay Item frequencies

  • Upload fetches and data feeds now switch to real-time progress view

  • P32 report now includes CIS Deductions Suffered

  • Revolut Bank CSV Faster Payments text file

  • Occupational Sick Pay now supports overarching limits.

Improved

  • Username/email auto change using works_id for CSV uploads and HR data-feeds

  • AE now auto selects PE/QE busses based on un/banded scheme settings

  • Performance improvements for bulk employee changes, pay items and pay queries

  • Stop Chrome incorrectly auto completing password fields

  • Pay schedule department form now taller

  • New Jinja2 payslip with sorted Shifts and Company pension

  • User-friendly rendering of HMRC RTI errors which refer to the Employee

  • New zip download icon and shorter filenames

  • Pay run logs show all Pay After end

  • Imports now use abbreviated Test worker names and have Un-banded option

  • Sage Import of Student Loan skipped if start date missing

  • Pay Run history output now shows Pay Definitions

  • For non-UK employees, try to move any postcode into the address lines

  • Tardy completion of absence allows a partially paid out absence to be shortened

  • Smart CSV import mini language now adds timedelta

  • During a pay run, reuse policy is shown for inputs

  • Uploading unmatched workers inputs now easier to read

  • Enhanced Employee data feed change recording

  • Better error when adding SSP if old not closed; Allow opening of new SSP in same period as other closed

  • Improve wording for Sickness error messages

  • For sicknesses, record the basis on which they were evaluated in My processes

  • Feature: describe AWE and PIW data when creating sicknesses, plus fixes

  • CIS fields are hidden when not using CIS for employee self-service

  • PeopleHR data-feed - improved error reporting when mini-language queries fail

  • Documentation FAQ updates

  • Add tracking watermark comment to HTML reports and RTI files

  • Shift uploader wording changed to multi-purpose and not shift specific

  • New AE Pay Definitions have a worker default % of 5%

  • Add Government Gateway user ID and Password labels to RTI reports

  • FPS Import deletes unused donor Benefit and NontaxorNIC PayDefinitions.

  • Add RAS to Standard Life pension scheme.

  • Faster Pay Run View.

Fixed

  • Clicking on button icon as well as button area works

  • Royal London pension files encoded for Windows including Salary column

  • Standard Life contributions file fixes

  • Student Loan refund now works even if early SL2 stop date entered; SL and PGSL refunds work independently; Correct SL refund sequence after calculation

  • Half-day holidays import from HR system

  • Adjacent salary updates do not create unnecessary logs

  • Display exceptions if reporting duplicate worker

  • Pay run search works for severity

  • Correct Employee and Pay Item list filtering

  • Prevent a negative SSP value when fetching from HR data-feed

  • Sickness fetch progress tracking working correctly

  • PeopleHR compensation/pension queries, LAST_MODIFIED is optional

  • Sickness absences marked as DONE only when fully approved.

  • New absence included for cross-absence checks e.g., SSP PIWs

  • Handle “really deleted” Cezanne HR Sicknesses as well as Holidays

  • P32 correct when just one month is selected; Recovered amounts shown as negative and -0.0 values display correctly

  • Pay Item editor validation errors

  • Removed unused YTD option from Sage50 Importer

  • Uploading history state uses + suffix

  • Administrators stopped from changing names of Pay Definition states

  • Postponement letter priority over NEJH

  • AE Pension letter when not being put in corrected introduction para wording

  • AE Letters report summary correctly show Employee %

  • Reset of debt orders correctly works when reference and/or debt are changed.

  • Debt orders are now included in RTI FPS Dedns_from_net_pay.

  • Support “&” in imported FPS XML files

  • Migrated enrolment/opt-in now ignores any deferral we may compute

  • DPS error fixed “returned more than one Employee – it returned more than…”!

  • Employee self-service when HR data-feeds are used

  • On a submission report restart reset parameters and counters

  • P60 displays the correct tax year

  • Net to Gross now allows Other Gross input to be negative

  • DRS Shifts (Units and Rates) were swapped

  • Holiday accrual Preapproval2 columns corrected

  • Existing AE deferral dates do get extended if they overlap re-enrolment.

  • Preapproval2 column “Gross This Period” corrected for use after pay run approval.

  • Allow negative PAYE when no refund due.

Incompatible Changes

  • None

RELEASE_3_7, 15-Jul-2023

Enhancements

  • Change The “Override” input on GB SMP, SPP and SPBP pay items is now added to the result of the normal calculation instead of replacing it.

  • Change Pay OSP for backdated absences.

  • Change Pension schemes now allow for an uplift to be applied to the company contribution based on a percentage of the worker contribution (e.g. for the GB 13.8% employer NI saving for salary sacrifice).

  • Change GB SL now supports refunds.

  • Change Pay op state column names are now prefixed with a “$” in the Finance journal.

  • New GB Construction Industry Scheme (CIS) support, including CIS Deductions Suffered in EPS and Payslip support.

  • New GB P32 Toolshed entry.

  • New GB Payments and Holiday history upload tools allow history to be modified independently of imports.

  • New: - Add Metro Bank CSV template. - Add Lloyds Bank CSV template. - Add Lloyds Faster Payments (FPS) CSV template.

  • New The display of pay information including payslips and pay diagrams across the product has been improved:

    • The Employee Update pay diagram has been reworked to be much easier to use.

    • In the Pay Run viewer, the “Pay Definitions” tab has been replacced with a more useful “Pay Items” tab and there is a new “Payslips” tab.

Pay Runs

  • DPS no_change output is now more compact.

  • Replace P9X start-of-new-tax-year handling with in-pay-run logic which eliminates several possible failure modes. Includes:

    • Eliminate P9X process.

    • Improved DPS match of forenames.

    • Guard against DPS-sourced duplicate NI_numbers.

    • Improved rendering DPS of “manual” and similar items.

    • Add dated P9 changes to PAYE.

  • By default, MyAnalytics uses a slightly better date range.

  • Improved reporting of HMRC exceptions.

Importing and Uploads/Downloads

  • Import guides and automatic detection of worker supplementary file format for:

    • Brightpay enhancements, plus support for alternate version.

    • Paycircle defaults for missing bank details.

    • Sage.

    • QTAC.

    • Iris Star.

    • Iris Earnie.

  • Import guides for:

    • 2-step AE Import.

  • YTD import mode forces Next Schedule.

  • Cezanne HR:

    • Multiple Salary support.

    • Add Absence enable/disable settings.

    • Absences and Pensions are now fetched by matching Scheme Pay Definition names.

    • Employee working days can be controlled from either side.

    • Pension, Salary, Sickness fetching is now explicitly controlled using Scheme names.

    • Add “Sync from”, and make “Add from” mandatory.

    • Where a worker has multiple pensions, only keep the newest pension.

    • Make logs more consistent and easier to read.

    • Disable employee self-service on MyDetails fields which are fetched.

    • Allow externally-sync’d absences to have their end date extended.

  • PeopleHR integration improvements:

    • Add “Sync from”, and make “Add from” mandatory.

    • Make logs more consistent and easier to read.

    • Add Benefit (recurring and ad-hoc) and Pension support to PeopleHR.

    • Disable employee self-service on MyDetails fields which are fetched.

  • DRS integration improvements:

    • Now allows for more Contract Types to be excluded.

    • Import errors from lower levels are now made visible at the top level.

    • Make “Add from” mandatory.

    • Existing_employee now defaults to False and is controlled in our UX.

    • Added Branches mapping to departments.

    • Disable employee self-service on MyDetails fields which are fetched.

    • Support DRS-provided Student Loan.

  • FPS-based import improvements:

    • Gross and Net pay handlers differ.

    • Ignore UnpaidAbsence.

    • Enhanced FPS comparison.

    • Detect AE for YTD import.

    • Improved hading of test workers and domain names.

  • CSV Worker uploader now uses usernames if provided. Also now preserves ‘last_login’, ‘pay_after_end’ and ‘test_employee’.

  • CSV Shift upload now support Pay Definitions with brackets.

  • CSV Pay Item upload for single frequency across client.

  • CSV uploads now allow column headings with more characters.

  • Errors during Employee import and upload now feature compact/focussed reporting of the fields affected. Also:

    • Improved error message if there is a likely username mismatch.

    • Improved error message if there is a duplicate username.

    • Ensure usernames are unique.

  • Holiday and Sickness import now validate the absences.

  • Uploads of all kinds now support .ods and .xlsx formats as well as .csv, including support for multiple sheets.

  • Make Payments and Holiday history uploads optional for Sage50.

  • Improved reporting for Payments and Holiday history uploads.

Performance and Usability

  • An updated HTML/PDF Payslip template provides much better clarity/usability for Gross pay, Deductions and Net pay.

  • Employee, Pay Item and Absence data feeds and upload of all types now feature greatly improved recording and rendering of the changes.

  • Exclude notifications for pay runs that are waiting to be approved.

  • Reworded notifications email message to be friendlier, and taking anti-phishing best practice into account.

  • Administrator can now see Employee My Documents.

  • Finance Administrators can now see Company My Documents.

  • Finance Administrators can now see Invoices.

  • Real-time display updates for Data Feeds.

  • Improved rendering of Timesheets, and errors on them.

  • In more of the UX:

    • Replace stack traces in favour of an extended 1-line message which is easier for users to read/report.

    • Workers are now displayed by name, as links to the Employee Update page.

    • The selected Employee, Company and Year are now “sticky”.

  • Enhanced reporting of database duplicate entry errors.

  • Updated docs, including:

    • Notes on how synchronisation and HWM works.

    • Notes on client-specific SSO URLs.

GB Automatic Enrolment pensions

  • Reset refund values upon enrolment.

  • Staging date is renamed to re-enrolment date.

  • Validate re-enrolment dates are not in the future.

  • Improve AE migrated validation error messages.

  • Aviva pension support now strip unacceptable address chars and implements a a minimum for yearly pensionable earnings/employee regular deduction.

  • NOW Pension: validate plan percentages, and support AVC.

  • Add Standard Life Pension support.

Other

  • HMRC 2023 updates.

  • HMRC DPS and HMRC RTI credentials are now separated. HMRC RTI now warns on missing credentials and has an explicit dry-run setting. Suppress HMRC RTI password when viewed.

  • BACS standard 18 now includes a unique payrun serial number.

  • Employee Bulk Editor now supports .ods and .xlsx formats as well as .csv, including support for multiple sheets.

  • Employee Update view now renders a simpler version of the Pay Diagram.

  • GB parental leave pension company contributions can now be based on AWE/Salary.

  • Increase pension worker contribution limit.

  • Add Department filter constant to Jinja payslip template.

  • Data feed HWM should not depend on the error status, and should ignore dry-runs.

  • Export the values of Previous Pay and Tax as used by PAYE for consumption by reports.

Fixes

  • For DRS data feeds, the rates and units were incorrectly swapped in all cases except for Shifts.

  • Holiday recording corrected when pay period end date falls after pay date.

  • Discard upstream absences which are too old even when the HWM is in effect, to avoid spurious late delivery of events we discarded on first import.

  • Holiday carry-forward handling on leaving is corrected:

    • It should not be reset when leaving, but only on re-starting or new holiday year.

    • Allow a leaver to review their holiday status. Leavers will see their leaving state.

  • When display holiday entitlement, “taken” (migrated) days need to be subtracted, and carry forward added, for holiday days remaining.

  • Do not uplift company AE pension if not enrolled.

  • Tighten the checks for duplicate NI_numbers. Resolves #2997.

  • Allow Salary to go negative, and fix handling of absences for back-dated changes

  • Correct ValidationError when booking SMP.

  • Restore check for holiday bookings that exceed the allowed limit.

  • SSP now allow corrections to be applied to the PIW end date in more cases.

  • Debbie no longer continuously runs data feeds which are in dry-run mode.

  • Debbie no longer gets confused sending notifications to the admins for multiple companies.

  • Debbie can continue processing additional actions when one action fails.

  • Correct P60 tax_year definition.

  • Correct Cezanne HWM-based off-by-one error.

  • Data feed HWM evaluation now ignores the error status and dry-runs. DPS should not update HWM on dry runs.

  • Prompt emails now working again.

  • Ensure every SSP period is long enough to be a PIW.

  • Sickness and Holiday validity is now consistently evaluated before saving.

  • Sickness is now always updated with last_processed_date etc.

  • Restore missing “queued” tasks tab in MyTasks.

  • EPS summary output shows recovered and nic_compensation separately.

  • SMP AWE date fix for premature birth.

  • Clamp excessive absence days to available salary days.

  • Jinja payslip now also shows gross-only values.

  • Existing_employee should be false and set exceptionally in GUI.

  • Limit test worker username length.

  • Timesheets must be handled when Pay Definitions are renamed or deleted, just as absences are.

  • “New” salary which starts at employment start should be pro-rated.

  • HMRC FPS: don’t include SMPYTD for gender == ‘M’.

  • Add time_machine entry for missing self.left.

  • HMRC FPS Import: correctly handle SL/PGL for periods where earnings were below threshould.

  • Limit the number of pension scheme to avoid overflowing the description field.

RELEASE_3_6, 27-Jan-2023

Enhancements

  • New Enhanced Cezanne HR API integration:

    • Enhanced handling of pension schemes, including matching options.

    • Sickness handling, including OSP support.

    • NetToGross handling.

    • Polished and hardened implementation.

  • New Occupational pay support for SMP, SPP, SPBP and SSP.

  • New NOW Pension support.

  • New Full support for Single Sign On (SSO):

    • Identity Providers can now be disabled.

    • Use a streamlined UX if there is exactly Identity Provider.

    • Provide optimised support for Microsoft Azure AD/SAML.

Pay Runs

  • Enhancements to Pre-approval2 report:

    • Includes details of mismatched Pay Items to aid in the diagnosis of unbalanced Finance Journals.

    • Includes ‘Not taken days, YTD’, ‘Not taken pay, YTD’ in holiday summary.

    • New ‘Holiday accrual’ sheet.

  • Add Tax reference (GB NI) to Finance Journal.

  • Improved SL/PGL pay slip messages.

Importing and Uploads/Downloads

  • Import guides and automatic detection of worker supplementary file format for:

    • Brightpay.

    • KeyPay.

    • Moneysoft.

    • Oxford Software Tempaid.

    • Paycircle.

    • Quickbooks.

  • Import guides for:

    • NEST pension.

    • NOW Peoples Pensions.

  • Cezanne HR:

    • Now includes change logging.

    • Improved error reporting.

  • PeopleHR integration improvements:

    • Now includes change logging.

    • Improved error reporting.

  • DRS integration improvements:

    • Now includes change logging.

    • Improved error reporting.

    • Support upstream changes.

  • FPS Import:

    • Now includes change logging.

    • Improved error reporting.

    • Allow all PmtDates in a multi-period FPS import to be merged, by frequency.

    • Improved handling of SL/PGL and fore-names.

    • Improved matching of workers in supplementary details file.

    • Replace obsolete option for “unbanded AE” with “import YTD only”.

  • CSV worker upload:

    • Can now preserve the value of a field for an existing employee to handle cases where the external system does not supply the value and it is maintained in paiyroll®.

Performance and Usability

  • Pay Item Create/Update screen to show full employee details with a useful ordering.

  • In the Pay Item editor and elsewhere, clarify the employee selector’s role.

  • Trustpilot review link on logout.

  • Refreshed Administrator home page.

  • Improve pay diagram rendering of inputs, outputs and state.

  • Improved UX of rename/delete with warnings for Pay Definitions, Report Definitions and Pay Schedules which are referenced elsewhere.

  • Sickness and Holiday read-only view pages now show entitlement details and use a more compact page layout.

  • In most of the UX, replace stack traces in favour of an extended 1-line message which is easier for users to read/report.

  • Improved display of errors in certain corner cases.

  • Updated docs, including:

    • Rewritten day-to-day operations guide.

    • Improved documentation for CSV uploads.

    • New guide to handling pay run exceptions.

    • New guide to printing Payslips.

    • Add links to make Pay Scheme documentation easier to navigate.

    • Updated Import guides.

  • Order Pay and Report Defs so that manually-created items appear before import-generated items by default.

Other

  • Add original_start_date to Employee.

  • Add a range of new Titles.

  • Add placeholders for _1, _2, and so on in CSV post-processor mini-language.

  • Salary schemes now support annual/period working/calendar days.

  • HMRC support:

    • National Insurance Directors PT

    • Updated Starter chcklist.

  • Enable/disable SSO or Social network authentication now logs out existing potentially-compromised sessions.

Fixes

  • In the process listing, correctly separate FetchFlows from SubmissionFlows.

  • SL/PGL must use actual_t and not pay period.

  • List enrolled workers for combined AE reports.

  • AE date cannot be before employment start date.

  • On CARD, do not re-categorise if worker is enrolled.

  • BACS support: sort code and account may be blank.

  • Treat each Pay Schedule name as distinct to avoid errors in approval order.

  • Gracefully handle HMRC recoverable if SMP/SPP/SPBP pay item is deleted.

  • Correct the number of displayed digits on pay slips.

  • Allow SMP Override input to be negative.

  • Administrators with role “Finance Admin” should have access to MyAnalytics.

  • Correct/improve DPS error handling and reporting.

  • Base the calculation and usage of sxp_days for SMP/SPP/SPBP on 7-day weeks.

  • PAYE and NIC Pay Items required for FPS.

  • HMRC does not count Postcode as an address line.

  • SL stops mid-period refund.

  • Increase header size for Xero grant.

  • Corrections to SalarySync logic.

  • Blank works_id is an invalid shift row.

  • Correct handling of, and enhanced documentation for, existing_employee.

  • Correct allowed characters in employer_PAYE_reference, and other HMRC character sets.

  • Correct recording of paid_off date for holidays.

  • GB Holiday pay must be recorded when it was earned, not when it was paid. Undated Holiday pay is now correctly assigned to the pay period last day.

  • AWE cannot be negative.

  • Correct/enhanced handling of SSP PIWs.

  • Improvements to GB postcode, name, bank account name and boolean validation.

  • Correct handling of empty pay slips.

  • Improved handling of Pay Run end, Pay Run Report end for more robust handling of state updates, and some edge cases for error reporting.

  • MyDocuments now correctly filters by calendar year, and allows for pay after end.

  • Analytics report now correctly uses updated company state.

  • Cezanne HR and PeopleHR synchronisation now limits the length of comments and remarks on Holiday and Sickness.

  • Correct SMP logic for finding the previous weekday.

2022

RELEASE_3_5, 30-Sep-2022

Enhancements

  • New Added Cezanne HR API integration for Employees, Salaries, non-Salary compensation, Pensions and Holiday pay.

  • New Added Salary Overtime Pay Template.

  • New Added Net-to-Gross Pay Template.

  • New Jinja Company preapproval category ReportTemplate. Cross-charge report example.

  • New National Insurance rate changes effective 6-Nov-22

  • New Beta support for Single Sign On (SSO):

    • Add OIDC/OAuth2-based SSO, including sandboxing-by-Client.

    • Update SAML-based SSO to include sandboxing-by-Client.

    • Incompatible Change Social network authentication is now restricted to Employees only - Administrators must login with username/password.

    • Allow administrators to disable alternate sign in.

    • Deep-linking is TBD.

Pay Runs

  • Change the usage and handling of the existing_employee flag:

    • The flag can be set as needed.

    • The flag is cleared when a pay run including the employee is approved.

    See documentation for details.

  • Approvals of time-sheets and absences is blocked during the pay run approval window.

  • Improved pay run error message for missing pension schemes and buss-related errors.

  • Add department and gender columns to GB Wage analysis report.

  • Add a {draft} key for text report files.

  • Ensure that the GB RTI EPS summary always reports the Apprenticeship Levy status.

  • Pay Runs now provide access to report run history, including snapshot content (which allows convenient viewing of report state history-by-pay-run). For example, this can be used to see the GB RTI EPS recoverables for each pay run.

  • Improved GB SSP, SMP, SPP, SPBP payslip messages.

  • Improved GB SSP, SMP, SPP, SPBP EPS recoverable error message for deleted pay items.

  • Extend GB BACS Standard 18 with support for 3-day BACS and Faster Payments.

  • Enhancements to My Analytics:

    • Add cost centres to analytics.

    • Add a sheet of Company-level analytics to the Finance Journal.

    • Ensures that the columns are sorted for stability.

  • Payslip enhancements:

    • Add username to Payslips.

    • Add message for dated Salary change.

    • Payslips were previously suppressed when there was no net pay. Now, any gross pay, net pay, payslip messages or buss activity will cause a payslip to be generated.

    • The Payslip Jina template will show a message for an empty report if all payslips have been suppressed.

Importing and Uploads/Downloads

  • Sage50 and FPS importers now separate out AWE state from Holiday state.

  • Moneysoft Payroll Manager and Accentra Primo Payroll Import guide.

  • Uploaders now display progress on the “View” page in real time.

  • Improved matching/lookup of workers during import.

  • Warn if worker upload will change works_ids.

  • Set existing_employee if start date is before pay period first date.

  • Improved error handling and display:

    • Validation errors now usually display the field in error.

    • Exceptions are now recorded to support diagnosis.

    • Added consistency checks between initial import and uploader API data.

    • Streamlined handling for when many errors are encountered.

    • Log messages provide focus on network performance.

  • All importers now have relaxed validation of phone numbers.

  • GB Data-feeds now accept spaces and hyphens in bank sort code.

  • Improved compatibility with Excel int, floats, dates and date-times.

  • Support upload/download of Company state.

  • PeopleHR integration improvements:

    • Auto-create departments.

    • Holidays should be sync’d more reliably.

    • Company-level filtering is now supported.

    • PeopleHR truncate RTI id length to 30.

    • Duplicate workers now detected/ignored.

    • Implement multi-company support.

    • After the first run, incremental updating is now used.

  • DRS integration improvements:

    • Auto-create departments.

    • Holiday report changes.

    • End_date and off_payroll_worker are controlled in paiyroll®.

    • Duplicate workers now detected/ignored.

  • FPS Import:

    • Supports No PayIds and partial NI numbers.

    • Improved parental leave support.

    • Refine handling of SL/PGL.

    • Strip <BacsHashCode> and <Initials>, and normalise names during FPS compare.

    • Strip Unicode spaces and other characters at the start of an FPS.

    • Supports uploads with different PmtDate but same frequency.

  • Shift uploader:

    • Now warns about shifts for future starters.

    • Now records newest and oldest shift dates.

    • More robust validation of shift pay definition name to avoid conflicts with manual additions.

    • Correct Shift Rate and Units inadvertently being swapped.

Auto-Enrolment

  • Further improvements to AE import heuristics.

  • The pre-approval2 report now includes a GB-specific Auto-Enrolment summary sheet.

  • Update NEST and People’s Pension opt-out logic to get all opt-outs.

  • Add Opt-out Reference.

  • Pension letters report uses a standard summary to record results.

  • Import option for un-banded earnings.

  • Add provider to AE letters.

  • Add AE Pension scheme employer percentage match support.

Performance and Usability

  • Faster employee MyDocuments “download all”.

  • Faster PayRun listings.

  • Faster live payslips.

  • More robust validation of names and addresses against HMRC requirements.- Faster MyDocuments (for both administrator and employee).

  • Redesigned MyTasks page optimised for small screen devices/phones.

  • Improved starter e-mail.

  • List/Sort Department managers/members by name and add works_id to Department Managers selector.

  • Redesigned Admin home page shortcuts.

  • Pay Definitions and Pay Items are now displayed in functional groups to make them easier to find.

  • Pay Item Editor:

    • Faster payslips.

    • Changes either all take effect, or none do (on error).

    • Suppress Pay Item Editor y-scroll bars.

  • Improved display of errors for:

    • GB DPS issues reported from the HMRC side.

    • Submissions and Fetch flows which encounter errors.

    • Pay Item Editor.

  • The report submission viewer has:

    • Improved log timestamp display.

    • Now has a “filter” Search box to make it easier to use large result sets.

  • Improve error display for invalid employee-selection files in custom pay runs.

  • Updated docs, including new How-to-use GB Garnishes, BACS Guide, Sage Recoverable, and Apprenticeship Levy docs.

  • When booking holidays or reporting a statutory leave, the current status of the Employee is taken into account/displayed rather than the saved state as of the last approved pay run.

Other

  • Add Exceed Limit capability to holiday entitlement scheme.

  • Test employees can now approve absences and time-sheets, and receive notifications.

  • Notifications will to Employees will now be suppressed if they are known to be absent, and will also be filtered according to their pay schedule.

  • Toolshed Employee Bulk editor now allows usernames to be updated.

  • Toolshed GB PAYE Reference changer now preserves not RTI state, notably AE state. It also has improved handling of existing_employee, reports and time-sheets/absences.

  • GB Employee postal details now support a “Foreign Country” field.

  • The end date can be set retrospectively for holiday payout.

  • Pay Definition names and Report Definition names can now use additional characters.

Fixes

  • GB NMW has new rates.

  • GB RTI FPS fixes for AE Refund and Overrides.

  • The database hardware CPU and memory have been upgraded to improve stability under load.

  • Corrected handling of old data feed PayRunReports so we keep some history of failures.

  • Uploading Employees/Admins should not change the password.

  • Increase tolerance of login failure attempts.

  • Fix People’s Pension EW and NEJH fix.

  • GB BACS reports should auto-exclude all-zero account details.

  • Guard against blank P45 total pay to date.

  • Some pages did not consistently highlight errors.

  • The Journal Editor sometimes failed when deleting a row.

  • The Journal Editor did not display errors correctly.

  • Garnish protected amounts must be scaled to weekly or monthly.

  • Handle some None values in PeopleHR.

  • Correct salary references in journals.

  • Fixed occasional failures in Pay Definition and Report Definitions uploads.

  • The Salary op now correctly updates itself when a (future)-dated change is applied.

  • Un-break deletion of Departments.

  • MyAnalytics and Reports no longer error if a Pay Run is just starting.

  • Improved handling of last/first runs of employment by considering empty graphs.

  • New employee may not have a sort code when generating BACS file.

  • Updates to GB Termination op.

  • Improve validation of GB postcodes.

  • GB SSP, SMP, SPP, SPBP properly accounts for absence days versus paid days.

  • Improved payslip message.

  • Un-break Swagger workbench, including changes to the UX handling of secrets.

RELEASE_3_4, 11-May-2022

Enhancements

  • New Added Driver Recruitment Software API integration for Employees, Shifts and Holiday pay.

  • New Added CSV and networked uploaders for Salaries and Holiday bookings. Along with the existing CSV and networked uploaders for Workers and Shifts, it is now possible to have fully automated CSV-level integration with virtually ANY external HR and T&A system, i.e. “Poor man’s API integration”.

  • New Single Sign On (SSO) support, beta.

  • New “what if” feature allows the effect of pay item changes to be checked for multiple pay runs into the future. For example, to answer queries about future SMP/SPP/SPBP/SSP payouts.

Pay Runs

  • Added GB Spring statement NI changes for July 2022, and Car and fuel BIK updates for 2022-2023.

  • Allow GB DPS and P9X data feeds to run after the last scheduled pay run of year is approved instead of enforcing a wait till the new tax year.

  • Added support for CSV-format GB BACS files.

  • Improved report Compare facility including optimised CSV file handling, and additional options for text files and GB FPS files.

Importing and Uploads/Downloads

  • PeopleHR integration:

    • Refined support of poor quality source data.

    • Added a Schedule setting to explicitly allow support of multiple pay setups.

    • Support excluded employment type list.

    • Support Time Off in Lieu (TOIL) holidays.

    • Improved Salary change detection/application.

  • Ingested shift data can use negative values for both units and rate.

  • On import, only PayItems of the pay frequency matching the Schedule are created using “add from” Test workers.

  • Support Fortnightly Sage50 import.

Auto-Enrolment

  • People’s Pension output file can support multiple schemes with same reference and PRP.

  • Further tweaks to AE import heuristics.

  • Opt-out period ends 1-month after 6-week joining window.

Usability

  • Improve the feedback on the Data feed listing when a feed is started.

  • Report Definitions are now grouped by function as well as jurisdiction to make them easier to find/choose.

  • When editing Pay Definitions, inappropriate Buss choices are now hidden. Supported by improved Buss documentation.

  • Use a more compact rendering for Company and Client branding.

  • Introduce new standard display format for Employees in parts of the UX.

  • More compact display of JSON arrays and dicts, e.g. when displaying changes.

Other

  • Reduce downtime during upgrades.

Fixes

  • GB FPS reported amounts must be 0.00 if NI letter is X, C, S or W.

  • SMP/SPP/SPBP/SSP now only pay out on a scheduled run, in support of daily pay.

  • SSP AWE date now looks back across linked PIWs.

  • SMP/SPP/SPBP Relevant Period must use week-ending Saturday.

  • Leaver holiday taken is now taken into account.

  • Debbie listing view now correctly displays the date of tax year feed jobs even at the rollover of the tax year.

  • Fix “duplicate Notifications” regression.

  • Fix Student Loan reporting as plan type 0 if removed in This Tax period (TTP).

  • SSP, SPP, SMP and SPBP end-dates approved to take effect.

  • RTI FPS Pension YTD values can be negative in the system, but not in the FPS.

RELEASE_3_3, 05-Mar-2022

Enhancements

  • New Added GB Car and Fuel Benefit-in-Kind pay template.

  • New Added GB 2022-2023 tax year support. Also added 2022-2023 tax year for US and DE demo configurations.

  • New The Annual Salary pay template now supports future and back-dated salary. Review the newly enhanced documentation to take advantage of this.

Pay Runs

  • Custom pay runs can now use an uploaded file to select the workers. The file to be uploaded is compatible with a pay item upload file format.

  • The number of selected workers is now displayed for Custom and On-Demand pay runs.

  • Pay Runs which encounter errors while processing one worker will now normally continue to process other workers; this should be less confusing.

Importing and Uploads/Downloads

  • Improved/corrected support for adding test workers.

  • Improved generation of username/email addresses.

  • Streamline the handling of certain errors during history processing. This makes the import much faster in these cases, and the UX correspondingly more dynamic.

  • PeopleHR importer now clearly documents and separates the fields which come from PeopleHR and those maintained in paiyroll®.

  • Most downloads can now download data for multiple Companies in one step.

  • On the Employee listing page, there is a new Download filtered which only downloads the employees currently selected for the listing.

  • Shift upload now displays the row for unmatched works_id or invalid row.

Auto-Enrolment

  • FPS and FPS-based importer AE heuristics take worker age and earnings threshold into account when assigning AE status.

Performance

  • Login should now be “instant”.

Usability

  • Real-time updates for Pay Run listing and Dashboard.

  • Further small tweaks to the display of errors.

  • The documentation page now organises guide information for ease of use.

Other

  • Pay Item uploads, Custom pay run worker selection and the Toolshed’s Bulk Employee editor can now all use the same configurable employee lookup options. The configurable employee lookup has been made more tolerant.

Fixes

  • The Pay Run Redo action should only be shown before approval.

  • When fetching pay runs via the REST API, handle the case of a deleted pay schedule.

  • Correct breakage in handle_exception_as_master_admin.

  • P45 tax code now checked against tax year instead of calendar year.

  • Correct breakage when viewing certain historical reports.

  • Correct missing strike-through for some changed fields on uploads.

  • Live preview invoice correctly shows current month.

RELEASE_3_2, 06-Feb-2022

Enhancements

  • New social network authentication supports login using Google, Facebook or Apple credentials.

  • New PDF support for payslips and other jinja2 reports.

  • New “Toolshed” is a home for tools that help Administrators with repeated and specialised changes. The first two tools are:

    • A Universal tool for bulk editing employees, e.g. to update leaving dates or bank details.

    • A GB tool to facilitate changes to the HMRC PAYE Employer reference. (Alpha support).

  • New “Billing” functionality shows a live preview of your next paiyroll® invoice, and old PDF invoices are available in the user interface too.

  • New support for multiple Pay Schedules per frequency. Pay Schedules are now identified by an explicit name rather than implicitly by the frequency. Employees are included by Department. API responses now include the name of the Pay Schedule.

  • New change tracking:

    • Any changes which may affect a Pay Run will block approval of the pay run; a re-run will be enforced to pick up the changes.

    • The last change made is visible in the Company UX.

Pay Runs

  • Emit warning for Employees with no Pay Items.

  • Missing inputs for Pay Items with state now cause an error.

  • Errors now block approval of pay runs.

  • Additional validation of Employee end dates prevents common errors.

  • In the PayRun view, replace the Employee tab with a Summary tab showing net and gross pay figures.

Holidays

  • Holiday now supports w1 averaging for all frequencies.

  • Holiday switches to weeks if specified by the scheme.

Reports and data-feeds

  • Reports now have a “Compare” button which performs a “smart” graphical comparison with an existing file, e.g. to check for unexpected results.

  • When a report or data feed encounters excessive errors, logs are trimmed in a more intelligent way to facilitate diagnostic efforts.

  • HMRC FPS can mark a given employee as both a starter and a leaver in the same pay run.

  • HMRC DPS has improved matching on PayIds, names and forenames.

  • Templated Banking reports can now use a new “bank_t” template variable as the previous banking day.

  • Add some missing YTD values to finance journal.

Importing and Uploads/Downloads

  • Update UX matches the Toolshed UX.

  • New “Import FPS worker details” report to support import process.

  • Support for force-uploading of state.

  • Test workers are automatically added on import.

  • Allow upload by works_id even if some employees have no works_id.

  • Boolean fields now support TRUE and FALSE values as generated by Excel.

  • Improved handling/reporting of UnicodeDecodeErrors.

  • Blank rows are now generally allowed/ignored.

  • Shift uploads now handle blank and zero rates/units values separately. Zeroes can be configured to generate warnings or ignored.

  • Shift uploads must now be fully cumulative as previously loaded shifts are deleted.

Auto-Enrolment

  • Greatly improved AE heuristics in importers. This provides full automation for AE state import in most cases.

  • Added Salvus Master Trust scheme and Secure Upload support.

  • PAPDIS report now v1.1 for all schemes (new column TotalGrossQualifyingEarningsAmount is the same as PensionableEarningsAmount).

  • PAPDIS now support Salary Sacrifice.

  • Pension Report Definitions can now use a blank for the pensions scheme. This automatically selects all available schemes. When schemes must be explicitly listed, more space is provided for this.

  • Migrated status of NOT_ENROLLED for workers who have moved past their deferral date now supported.

  • Re-enrolment every 3 years now automated.

  • Improved support for 4-4-5 schedules.

Performance

  • Increased performance with more CPUs, more memory, more disk.

  • Use longer timeouts in selected cases.

  • Imports and uploads are now about twice as fast as before for Shifts and Employees.

  • MyAnalytics is now abut twice as fast as before, and consumes fewer resources.

Usability

  • Use a more compact layout for Pay Schedule and Company views.

  • Department view shows members by name not username.

  • Nicer login panel.

  • Nicer rendering of error and warning messages throughout the system.

  • Add works_id to employee pay item manager.

  • Add a UTC clock to the GUI.

  • The Pay Item history table now supports paging and better supports big data sets.

  • Date of Birth now validated to catch mis-typed dates where employee is too young.

Other

  • The display of errors is now more visually robust and consistent. More errors are now displayed alongside the specific field in error.

  • Improved docs, notably for Import and People HR.

  • Remove deprecated payslips_by_email API endpoint.

  • Updated calendar including GB holiday data for 2022.

  • Disallow Company jurisdiction changes.

  • Improved display of online Pay Slips.

  • Add worked date as distinct input on Shift Pay Template, and allow negative values.

  • Revamp Loan template/definition, and add a percentage variant.

  • New migrated RTI PayId employee field.

  • Add support for a default MyAnalytics date range of 31 days.

  • API end-points for Employee and Payslip(s) includes works_id.

Fixes

  • Holiday bookings spanning a public holiday now correctly exclude the public holidays if so configured by the Holiday scheme.

  • Correct EPS year-to-date calculations.

  • Validation errors now always report the name of the field in error, and the correct row number.

  • Navigation back and forth in the import wizards behaves consistently.

  • The display format for phone number has been restored to use E.164 format.

  • Unbreak Swagger UX.

  • Unbreak user UX preferences.

  • Various rounding fixes.

  • AE corner cases handled consistently.

  • Pay Item downloads were missing some input values.

  • Allow custom pay run on the same date as different frequency pay runs.

  • Don’t apply any reuse policy for on-demand pay runs.

  • Mid-period SL and garnish changes with no earnings for custom runs are handled correctly.

  • Limit deduction of SL/garnish changes to earnings in current pay run.

  • Unbreak display of previous on-demand requests.

  • Custom runs can now include more than 1000 employees.

  • Max PAYE values increased to £100M as per HMRC.

  • Removed log4j vulnerability.

  • BACS missing 0 error when zero pennies digits corrected.

  • PAYE Negative pay tax refund correctly handled for cumulative tax codes.

  • Holiday carry over on first payrun of new holiday year corrected.

  • Holiday payout schemes now correctly calculate carry over.

2021

RELEASE_3_1, 1-Oct-2021

Enhancements

  • Reports and data-feeds

    • HMRC RTI EPS: add Apprenticeship Levy support.

    • Upload shift CSV:

      • add support for any pay frequency (not just w1)

      • the “Display as” field now handles up to 256 characters and can be used to specify the actual date of earning.

    • There is new network fetched data-feed for shifts and workers which can access files from a remote location.

    • Pay Item: the Source can now be set to a new value of “data-feed”.

    • Preapproval2: now includes a ‘1-day holiday message’ to Holiday data table.

    • PeopleHR data-feed now imports and synchronises all holidays bookings.

    • There is an option to automatically add numeric works ids when uploading new workers.

  • Importing and Uploads/Downloads

    • Pay Items upload

      • Upload can now use works id, full name or surname order name in place of username across an entire client by specifying ‘works_id’, ‘full_name’ or ‘name’ in the heading row column 1.

      • The Pay Definition column entries only need to use their simple name e.g. Bonus and do not require client/company prefixes.

      • Frequency can be omitted if there is only one frequency across all companies. Optionally 2 further columns can be used, which are ignored by the uploader, but can conveniently be used for workers name and works id.

    • Pay Item download now has works id and worker name columns on the right to complement the upload and for ease of reading.

    • Employee import and upload: automatically adds a default country prefix (e.g. +44) to mobile phone numbers.

    • Employee upload: allows a single quote prefix for bank sort code and account numbers to ensure Excel does not strip leading zeros e.g. ‘123456.

    • There is a new input for migrated SMP, SPP and SPBP to allow for a migrated YTD balance.

    • FPS Import

      • Import NI Category X workers with zero NIC pay

      • PAYE differences are not flagged if employees have zero pay

      • Much quicker as unused Pay Definitions are removed

      • Added Gross Pay to imported FPS Pay Definitions to ensure journal balances

      • Now handles negative pay items

    • As Excel will uppercase the strings True/False to TRUE/FALSE, these are now supported for Uploads

    • Blank lines are now ignored when uploading files.

  • Auto-Enrolment

    • Support for Aviva My Business pension scheme with member enrolment and contribution CSV reports.

    • FPS, Sage50 and Xero importers use heuristics to set AE Pay Items status as enrolled, postponed or active.

    • AE Opt-out is now valid if it falls on the last day of the PRP.

    • Add default NEST pension scheme pension and AE to donor company.

    • Display pension schemes in a human-friendly form when editing pay items.

  • Performance

    • My Documents is now faster, and will not slow down as further pay runs are added.

    • My Processes are significantly faster.

    • Worker processes are now recycled periodically to improve performance.

    • We now prevent “accidental” duplicate bulk report downloads.

  • Usability

    • If a Scheme is renamed, all references in the main Pay definitions and pay items are also renamed.

    • Include the error reference for 1-line errors.

    • Render JS browser errors correctly, and make console errors more clear.

    • Leavers: tweak logic which disables access for leavers for better usability; update the FAQ with details “How do leavers access the app and their pay document”.

    • If an existing employee is added and would receive excessive salaried days, this error is now displayed.

  • Pay Scales (alpha support)

    • Data model now supports Pay Scales and levels, including upload, download and round trip.

    • There is a new Salary PayOp that uses scale salary and “dated change”.

    • A new Uplifter data-feed which can automatically apply annual increments.

  • Other

    • A new role of for bureau client admin has been added to specifically support data entry by a client in a bureau setup.

    • Holiday can now payout automatically when leaving or at holiday year-end.

    • There are now 3 different holiday entitlement scheme options.

    • German jurisdiction support has been added with income tax and social security (non production demo level).

    • Department details now only show current employees and omit leavers.

Fixes

  • New departments can be added without managers.

  • Auto-Enrolment PayOp incorrectly applied Opt-in

  • New starters received superfluous zero holiday year-end pay-out messages.

  • ‘Scheduled’ API call now uses the scheduled actual_t and not today.

  • Eliminate memory leak during download of MyAnalytics. My documents and Pay run listings.

  • Upload workers CSV “Add From” field is now the username, not the email.

  • Increase the HTTP request timeout to accommodate longer downloads (including MyAnalytics).

  • New releases do not require a browser force-reload.

  • Fix regressions with parental leave

  • Mark employee as existing_employee to avoid Salary error.

  • Clicking on an employee’s email in the Pay Item listing views hyperlinks to the employee.

  • Pay schedule Weekday after month start schedule was incorrectly calculating dates.

  • AWE state is now large enough to handle Daily Pay for 1-year.

  • The default bank detail.account_name regex for new GB Upload workers CSV Template definitions was not working.

  • Existing/New EEs now update employment state correctly.

  • Sometimes the AE staging date was being updated with a blank value.

  • Duplicated headers in Royal London Pension files.

  • FPS inserts employee INITIAL for a single name as there must be an entry in either FORENAME or INITIALS.

  • The API falls back to e-mails on old pay runs with no usernames.

  • FPS Import reports newly imported workers as Updated vs New.

  • The payment Method selector was duplicating entries multiple times.

  • Rewind for new starters

  • Negate in the journal editor was not working

  • Leap year date of birth now handled for AE

RELEASE_3_00, 2-Jul-2021

Enhancements

  • UI/UX

    • All new User Interface. The product has been entirely re-styled across layout, buttons, colours, badges and help icons.

      • Full width for desktop administration UI, fully responsive for tablets and mobile devices.

      • New layout for tablet and mobile employee UI.

      • Improved filtering on listing screens.

      • There is a new Quick launch page.

    • The Pay Definition listing Group filter setting is now sticky and the Employee listing can now filter by Works Id.

    • Employees in data-feeds and reports are now clickable to jump back to the employee record.

    • The not-started case for Pay Run view is now handled gracefully.

    • The Pay Item heading has been removed from Pay Item Editor for clarity.

    • Certain features will require at least Safari 14.1 on MacOS and Safari/Chrome 14.5 on iOS for parity with other platforms.

  • Employees

    • A new username field has been added to each employee. This is now the unique identifier across all Employees; separate Employees can now use the same email address. Initially, all usernames are set to the current e-mail address. Employees can change their username (and email address).

    • Multiple payment methods. Each employee can now be routed to a different payment method, for example different banks.

    • The API payslip_by_email entry point is deprecated. It is now identical to it’s replacement payslip_by_username entry point.

    • There is now a new/existing employee flag to specify if a new employee is existing or newly hired.

  • People HR API Integration Data-feed: We now have a fully automated integration with People HR for workers and Salary.

  • Teachers Pension Auto-enrolment Scheme and Monthly Data Collection (MDC) report.

  • Options Pensions Auto-enrolment Scheme and eConnect Member Data Upload report.

  • Pay run Rewind can proceed even if there are new inputs and states.

  • FPS Import

    • Now been upgraded to fully support PayIds, Works Ids and NI - and Address 1 and Address 2 if these are not unique.

    • Now supports OffPayrollWorker, Irregular employees and NonTaxOrNICPmt.

    • The worker supplement file can now contain more records than the FPS.

    • Dots in titles

  • Reports

    • New invoice template.

  • The page size for pages API responses has been increased from 5 to 50.

Fixes

  • Holiday days may be zero e.g. due to working pattern etc.

  • SL/PGL loans are not deducted for off-payroll workers (and must be done via self-assessment instead).

  • Multiple pay runs on the same date are now disallowed.

  • Remote errors now clearly indicate the source e.g. HMRC.

  • Do not output any RTI FPS pension values if Salary Sacrifice scheme.

  • Various SMP fixes.

  • Removed the redundant RTI company tax year on company.

  • Live Payslip excludes scheduled in-progress runs.

  • Improved payslip messages to clearly show that the Salary Op is subtracting absence days.

  • Pay Definition states are no longer modifiable by Admins.

  • Modified the handling of pre-approval report errors to eliminate looping.

  • Correct the filter configuration for Employees and PayItems.

  • Ensure BACS hash code is generated using a rounded figure.

  • Protect pension reports against negative pay.

  • Fix NEST API report.

  • Correct holiday payout when leaving before pay period end.

  • AE maximum value from Pension basis and Pension basis, YTD states removed.

  • Buss rounding now correct.

  • New AE worker_gross_refund state to correctly handle custom runs.

  • Salary sacrifice for Peoples pension.

RELEASE_2_23, 14-May-2021

Enhancements

  • Pay runs can now be rewound. NOTE: this is a destructive operation, consult the documentation for options and details.

  • UX

    • Employee, Pay Item and Pay Run listings now load much more quickly.

    • Employee listings and the Pay Item editor now provide better filtering options to quickly select the employee of interest.

    • When showing Live payslips, the pay diagram or PayMeNow, the date of any pending pay run is used rather than the next scheduled date to better support daily pay and on-demand pay scenarios.

    • Tabs are now generally sticky across, for example, multiple pay runs to better reflect user preferences.

    • When comparing payslips, the Employee is not shown internal state.

    • Improve the handling and display of errors, including better contrast for the fonts/colours used.

    • Employee date-of-birth is a date field, not text.

    • Administrator MyTasks assigned/queued tab now shows the Company name as needed.

    • Permission denied errors now result in a more conventional HTTP 404 browser response.

  • Reports

    • Xero journal configurations can now be much larger/more complex.

    • GB FPS summary now shows the Liability YTD as well as the Liability.

    • GB DPS now allows its resume point to be rewound by a few months. This allows for any recent updates to be reapplied.

    • GB P9X now clearly explains it cannot operate without any pay runs.

    • AE Pension Letters are suppressed for leavers.

    • AE reports now allow multiple schemes if the Pension Provider allows them.

    • AE reports for some providers (e.g. NEST) want prorated earnings as the pension basis.

    • Report submissions which reach the maximum allowed retries can now be resumed.

    • Support for BACS Standard 18 payment files.

  • The Payslip API now allows “scheduled” to be specified to calculate to the next scheduled pay run.

  • Rework the handling of data feeds to keep more history and to remove failed runs after a good run.

  • Master Admins can now delete (unapproved) pay runs. The delete icon on PayRun and Process listings is now suppressed when delete is not allowed.

  • AE schemes are now selected from a drop-down, rather than entered as a text field.

  • Multi-jurisdiction support

    • Correct the selection of busses to be jurisdiction-aware.

    • Prepare translation support.

Fixes

  • GB PAYE:

    • Generates Scottish and Welsh tax codes where possible.

    • Handles no-pay and no-tax situations in line with HMRC recommendations.

  • Salary:

    • Checks for absence days in excess of worked days.

    • Checks the bounds when pro-rata mode is in effect to prevent unexpected behaviour.

  • Handle negative pay values for Holiday, PAYE, NIC and AE.

  • GB address details check for characters such as “½”.

  • GB bank details check for invalid BACS characters.

  • Import/Upload

    • Lowercase uploaded email addresses.

    • Lowercase/trim add_from email address. Don’t add_from existing pay items to ensure for example that DPS updates are not overwritten.

    • Limit the maximum number of imported workers to about 2000.

    • Correct the reported number of shifts for each worker.

    • Report incorrectly formatted strings e.g. as floats.

    • FPS may be empty.

    • Correctly handle .csv files with an upper case name, i.e. .CSV.

    • Sage 50 support for SL plan 4 and for PayDef names with brackets, commas.

  • Downloads of multiple reports in a zip file was broken, and is now restored.

  • Daily pay

    • AE does not prematurely truncate accumulated values to 2 decimal places.

    • Shift pay is now rounded more accurately (and some supporting calculations are also now performed more accurately).

    • GB NIC now correctly handles Category Letter changes which occur mid pay period, and also YTD totals.

    • Exclude negative and zero pay from payment files.

  • Notifications:

    • Debbie-driven notifications no longer incorrectly send multiple notifications in a day for long pay periods (multiple notifications in a day are still delivered for short pay periods). The notification text has also been improved.

    • Don’t generate spurious notifications for Employees when their works id is updated.

    • Don’t deliver notifications on non-working days if so configured.

  • DPS now applies company updates (which may include NINO updates) before trying to apply P6 etc which might refer to the new NINO.

  • SSP year boundary handling has been corrected, as has payment through multiple pay runs.

  • SSP booking no longer fails at the first hurdle.

  • The Pay Item editor was incorrectly persisting results from one page, and leaking them to the next page, transiently exposing a single stale value.

RELEASE_2_22, 26-Mar-2021

Enhancements

  • Report RTI EPS recovery error if a parental op is removed by an administrator.

  • RTI FPS and EPS reports now emit helpful employee email if any exceptions occurs.

  • Additional validation for sickness workflows.

  • Further security updates implementing findings from penetration tests

  • Total_pay_pence now available in GB BACS files.

  • Salary algorithm now documented

Fixes

  • Fix account lockout cause by incomplete penetration test fix.

  • Live payslips on payday were incorrectly switching to scheduled payrun mode.

  • Fix OAuth breakage caused by incompatibility in penetration test fix components.

  • Handle sickness flows with retrospective end dates correctly.

  • Sage50 importer was incorrectly importing parental states as ‘Paid YTD’ instead of ‘Paid.YTD’.

  • Salary now resets its state on re-employment.

RELEASE_2_21, 18-Mar-2021

Enhancements

  • Large files up to 10M can now be imported.

  • Report logs are now shorter and easier to read.

  • Any missing workflows are helpfully reported in the GUI.

  • Security updates:

    • Enable strict transport security (HSTS).

    • Avoid Open URL Redirection.

    • Add rate-limiting for failed logins.

Fixes

  • E-mail notifications for leavers and non-active users are suppressed.

  • Future dated DPS P9 continue to be collected until used.

  • Support HMRC Week 53 payment using W1M1.

RELEASE_2_20, 14-Mar-2021

Enhancements

  • The Pay Item Editor now includes Current/Past/All filtering making it easier to manage large employee numbers.

  • There is a new NI Category called Exempt for use with workers who are unusually exempt from NI. Category X for workers over 16 are automatically imported and specially handled in FPS submissions.

  • Custom Pay Runs can now include all workers and the system will automatically determine who to include in an FPS submission.

  • The Preapproval2 report now prints all booked holidays even when the holiday entitlement is set to zero.

  • Pay Definitions and Pay Items names can now include the forward slash (/) character.

  • There is now an explicit message indicating that an error occurred.

Fixes

  • NEST member enrolment for multiple schemes incorrectly used the first scheme.

  • New starters were missed as new FPS Starters if added before their frequency Pay Run.

  • Frequency change for Cumulative Directors NIC now works correctly.

  • Various number of Pay Item Editor fixes.

  • Letters and values are now imported from Sage50 in the correct format.

  • Last pay run date changes on employee are now only updated when an employee is in a pay run.

  • Safari does not support static, so we have removed this.

RELEASE_2_19, 5-Mar-2021

Enhancements

  • Bank Account and Sort code validation.

    We have added a brand new feature that checks the sort code and account number combinations. This is the same tech as banks use and we have already detected a couple of issues.

  • GB statutory tax year 21/22.

    paiyroll® has now been updated with all statutory changes for the new tax year 2021/2022.

  • Auto-Enrolment

    • Migrated dates and migrated status have now been enhanced such that if a mistake is made it is now possible to correct this at any point after import. The Pay Item Editor displays a hyphen “-” for dates that have been imported.

    • Pension schemes can now be configured to round as well as round-up.

  • Usernames

    are allowed to use a mix of upper and lower case characters. This previously caused issues when a username was created using upper case but the user attempted to log in with lower case e.g. e-mail. This enhancement means that we always convert to lower case to avoid any such issues. All usernames are lowercased and Login is case-insensitive.

  • Importers

    • Import files from other systems which are not properly encoded, now display the characters just at the point of error.

    • The Sage50 importer now handles:

      • Dots in a name.

      • Duplicate employee details.

      • Correct handling of old-style P46 starter forms

    • We now fully support Sage50 Temporary NI Numbers which are never sent to HMRC and now imported as empty NI numbers.

    • If FPS files use PayIds with spaces, we preserve the spaces.

  • Guides

    • There is a new guide on Changing an employee pay schedule e.g. from monthly to weekly.

    • New Xero journal guide.

  • The Pay Item editor

    has now been simplified and does not display inputs that are driven by busses.

  • New releases down-time

    Previously each new release meant approximately 1-hour downtime on our system (late at night). We have now deployed a new approach which reduces this to about 2-minutes of down-time.

Fixes

  • The default upload data-feed for workers was 7-days (Mon-Sun). This has now been changed to Mon-Fri which is a better default.

  • Managers were unable to add new sickness reports for their staff.

  • Notifications e-mail link now uses paiyroll.com not the mobile link /m.

  • Preferences have now been fixed for a user who never logged in.

  • Add compatibility with old pay runs.

  • Holiday balances did not import correctly during the reset month – now a migrated balance takes priority over holiday reset.

  • Pay Item frequency can be changed in the Pay Item view.

  • The Pay Item view can now be used for setting boolean True and False.

RELEASE_2_18, 12-Feb-2021

Enhancements

  • The Holiday Pay Template now has a Migrated balance input that caters for both carry over (+) and previously taken holidays (-) after migration.

  • Selecting the Employees link under different companies now changes the company selector.

  • Pay runs in progress which are not ready to approve now display a wait clock. When ready the Approve icon is displayed.

  • New guide for Starting different types of Pay Runs.

  • Improved HMRC validation messages.

Fixes

  • The Company Legal name for GB is not restricted to 35 characters and can use the full 40.

  • The message You are authenticated as X, but are not authorized to access this page. Would you like to login to a different account? has been fixed.

  • FPS payment history xlsx columns can use a number format.

  • Pay Schedule descriptive wording corrected.

RELEASE_2_17, 6-Feb-2021

Enhancements

  • Importers

    Several importer enhancements and improved messages to help during import:

    • FPS Importer

      • Interprets 0 prefixed phone numbers as UK +44 and accepts UK dd/mm/yyyy start & end date formats.

      • Correct implementation of net pay YTD from FPS.

      • FPS Import with Worker details CSV now suppresses SMP, SPP and SPBP if they are not used.

    • Xero Importer

      • Help the user understand what they need to do to fix Xero import errors.

      • Ease of use wth larger text area for payment type regex filter inputs.

      • Exclude non-“Earnings” from AWE/Holiday/Salary history if .* used.

  • Payslip API (beta)

    • Additional fields for Company ID.

    • Additional fields for Employee ID, name, start date and end date.

    • Email lookup is now case-insensitive.

    • Documented that pay runs returned in date order.

  • Holiday, Sickness, Timesheet

    • We have separated Employee and Manager flow start logic. This means that managers no longer need to have Holiday, Sickness or Timesheet Pay Items to manage their workers. The Employee mobile page now has absence entry for managers even if the manager is not themselves eligible.

    • The Pre-approval2 report now shows booked and taken holidays from a complete previous year, so that start-of-holiday year pay run does not miss entries since the last pay run.

    • The mobile Time Off listing and booking views now correctly show any specific year correctly.

  • Auto-enrolment

    • Peoples Pension have revised their validation rules for the data required for Opt-outs with the AE Status and AE Date columns now mandatory.

  • Default Payslip report

    • Added To date block which includes previous employment(s) if applicable.

    • Add Student Loan To date.

    • Added W1/M1 to tax code.

    • Holidays, YTD booked.

Fixes

  • PayRun listing icons after the initial one were missing.

  • New starters after the start of a holiday year received an incorrect holiday deduction.

  • NI multiple letters Gross Pay not being reset on letter change.

  • Old reports now run correctly.

RELEASE_2_16, 22-Jan-2021

Enhancements

  • Importers

    • We have an all-new FPS Importer which adds 2 optional files for a completely automated import:

      • A simple worker supplement with Start Date, End Date, Email, Mobile and Bank details and a

      • Full history file.

    • Importer usability has been greatly enhanced as follows:

      • Unused payment and deduction Pay Definitions are deleted on import.

      • The Description of created PayDefinitions is changed to the same as the name, rather than Payment or Deduction.

      • All unused FPS specific Pay Definitions are removed.

      • Pension and Auto-enrolment state is imported from the FPS and appears on YTD information.

      • Partial FPS XML files with missing headers can also now be imported.

      • Unwanted characters e.g. period (.) are removed from imported payment names.

      • Migration guides have been updated and restructured.

  • Payslip API (Alpha 2)

    • Make employee listing by company have a paginated response.

    • Expose actual_t for live pay slips to API.

    • Replace the per-payslip actual_t value with fuller information about the pay run in the summary section.

    • Add historical pay run by company support.

  • Auto Enrolment

    • Salary Sacrifice is a new option for all Pension schemes. The necessary columns are now added for NOW and Royal London pensions reports.

    • We can now import AE Deferral dates using the Migrated date and setting the Migrated Status to Deferred.

    • Added NOW pension scheme-specific codes (101-105).

    • The AE Pay Definition input for earnings is now renamed to Earnings to make it clear that you can select either Qualifying earnings or Pensionable earnings as the basis for AE.

    • Royal London files support multiple schemes

  • GB legislation

    • Directors NIC self-corrects for late date-of-appointment changes. This powerful feature works whether the employee is normally entered or imported.

  • Reports and payslips

    • The finance journal now includes a ‘works_id’ column.

    • Absence bookings like SSP now show a payslip message for absence days paid.

Fixes

  • Sage50 importer now correctly imports Director NICs.

  • For sickness flows started by the manager, the start approved flag is set.

  • New absence reports e.g. SSP now validate frequency against Pay Item.

  • We now don’t display the tax reference on import if it does not exist.

  • Student and Postgraduate Loan state in SL increased from 80 to 160.

  • On the mobile view, if there are no tasks, don’t error when Update is clicked.

  • Employees were able to see the approve checkbox on their holidays.

  • DPS reliability has now been improved.

  • Use observed dates, not notional dates for holidays.

RELEASE_2_15, 1-Jan-2021

Enhancements

  • API (Alpha)

    • Added API access to Live Payslips using OpenAPI 3 with Oauth2. A full Swagger user interface is available.

  • All new fully-configured Journal

    • This upgrades the old hard-coded journal which had a limited number of nominal codes.

    • The new journal supports unlimited nominal codes for any frequency.

    • Available in the Pre-approval2 report and in Xero API report.

  • New Pension Schemes and reports for the following providers

    • Royal London

    • AEGON

    • NOW Pensions

  • Imports and data feeds

    • Employee and Shift data feed uploaders get a powerful new post-process language that allows any format CSV to be imported. Examples include

      • Date and time re-formatting.

      • Removing accents from names.

      • Correcting bank account numbers with leading zeros that Excel has truncated.

      • Inserting missing address fields.

  • Imports

    • Invalid BACS characters, these are stripped from bank account names; we also replace a blank account name with a hyphen.

    • Xero PayIDs now imported.

    • There was previously a limit of 14 on on the number of Shifts that could be imported - this has now been entirely removed.

  • Branding

    • A new option allows the HTML background to be changed (from the previosuly hardcoded white).

Fixes

  • It was not possible to book half-day holiday.

  • If a Pay Schedule was deleted, the Redo button would not work.

  • Holiday on mobile view did not work if zero holiday entitlement.

  • Pre-approvalreport2 holiday entitlements tab incorrectly used the scheme reset date even for workers who used their employment aniversary as the reset date.

  • Sage50 import fixes (title, Department names with spaces, PayDefs using Standard Salary/Holiday names, works ids).

  • Welcome email for a new employee could not be be disabled.

  • Gracefully handle the case when no timesheet period is selected.

2020

RELEASE_2_14, 20-Nov-2020

Enhancements

  • Usability

    • The Pay Item editor now has separate tabs for Weekly, Monthly etc. This makes creating new Pay Items easier and faster.

    • The employee name now appears on holiday/sickness/timesheet flows to make for easier approval.

    • Preapproval summary 2 report and finance journal now use surname, forename in name fields (rather than titles) for easier analysis.

    • The Data feed GB Upload workers now sends invite/welcome email for any new workers added.

    • Administrators can disable new employee welcome invite e-mails when adding new employees.

    • Missing item tasks are only added to employees if the administrator does not enter full employee information. If full information is entered, then no task is created. Previously a task was always added.

    • Tables are aligned and appear with text wrapping in listing screens e.g. PayRuns which makes the layout tidier.

    • The Xero importer omits default FPS pay items to add less clutter.

    • Clicking on a date in the mobile My Documents view no longer displays a Pay Diagram.

    • If a worker attempts to view a blank payslip for which there is no pay, they now see a helpful message to that effect.

    • For security, all users are automatically logged out after 60 minutes of inactivity.

    • HMRC DPS Tax codes data feed now remembers the previous run and only processes tax codes since that date.

    • Blank passwords on RTI reports can now be used to automatically specify that parallel runs are required.

  • Holidays

    • Holidays spanning multiple pay periods are now paid incrementally on each pay run. Previously they were paid in the pay period when the holiday ended.

Fixes

  • Preapproval2 report holiday-taken tab now displays holidays regardless of the scheme set on the Holiday Pay Definition.

  • Adding new workers required optional password to be entered.

  • Xero import now uses the latest NI number, since it is presumably the correct value, even if there are multiple.

  • New branding preferences were not being saved.

  • Viewing historical RTI reports displayed incorrect sender information.

  • DataFeed errors were not being properly displayed.

  • Passwords were not being updated when a report was saved.

  • GB Upload workers CSV was not showing the columns text box.

  • Scottish Widows Reports included extra tick box input.

RELEASE_2_13, 08-Nov-2020

Enhancements

  • Reports

    • All new multi-frequency Journal editor supporting any complexity of journals.

    • New options for report submissions which allow Continue as well as Restart if there is an exception (error).

    • Preapproval2 action required tab is now filtered by employees in payrun.

    • RTI retry count increased to 40.

    • Simple clearer logging for all report submissions

    • Xero prev pay/tax improved message on import

Titles

  • We now use capitalized titles and only use a period if the title and full word last letter differ e.g. Prof. vs Professor.

Fixes

  • Escalated reports now pass control to the admin.

  • Late running reports should always promote_state.

  • Remove confusing gross value and scheme name for AE refund.

  • Render ReportDefinitions using config.js instead of JSON_to_formset().

  • Replace ‘donotreply@login.paiyroll.com’ with correct sender to avoid spam filters.

  • Emit a useful summary in GB Upload Workers even if add_from is not set.

  • GB Upload Workers file processing error.

  • On import, set PaySchedule workflows to the correct workflow.

RELEASE_2_12, 01-Nov-2020

Enhancements

  • The Pay Item editor now features full history viewing which shows how any input has changed between pay runs. Just click the new ‘clock’ icon.

  • Scottish Widows GPP Pension supported. There is a new Pension scheme and two reports:

    • Member enrolment (joiners)

    • Contribution upload

  • All views now feature a Download button to download data into spreadsheet format. Previously this was only available for Employees and Pay Items. The following data can now be downloaded for archive, editing etc.

    • Company

    • Cost Centres

    • Departments

    • Pay Definitions

    • Pay Schedules

    • Report Definitions

    • Workflow Definitions.

  • Xero Importer now production ready.

Fixes

  • Redoing a PayRun works for custom and on-demand runs.

  • Workers can now leave and start in the same PayRun.

  • AE was incorrectly including workers with custom pay runs who were leavers.

  • Deduction Pay Template output now allowed to go positive.

  • Xero Importer fixes including Tax Code import and broader pension recognition.

  • Clearer Debbie messages for HMRC DPS data feeds.

RELEASE_2_11, 28-Oct-2020

Enhancements

  • Statutory sickness (SMP, SPP, SPBP)

    • New information block on statutory sickness bookings details reason(s) why the booking may be valid/invalid.

  • Holiday scheme

    • New Bookable per week scheme value which changes the ways holidays are counted. Schemes can be configured with the following choices:

      • Allow for public holidays in employee’s working days

      • Ignore public holidays in employee’s working days

      • Ignore employee’s working days, assume any day is bookable as a holiday and specify how to convert one week into days (1 to 7).

    • All holiday schemes can now start from the holiday reset date or from the workers start date by setting the reset date to 01/01/0001.

  • Importer

    • Xero and other Importers now support .xslx and other file types.

  • Reports

    • New Holiday data table sheet added to pre-approval2 report for fast and easy pivot table analysis and calculation of holidays.

    • Nest reports use address line2 for Town/City if line3 omitted by user.

  • Usability

    • Shift Upload now warns if an attempt is made to upload a shift for a worker who has left.

    • New convenient one button navigation between Employee and their Pay Items.

    • Holiday bookings now display with nicer headings.

    • On session expiry, we now report PermissionDenied rather than assertion.

    • Payrun view title now shows the frequency and date.

    • Allow for prev/next navigation of datafeed results.

  • Documentation

    • New guide for GB Xero Migration.

    • Day-day operations guide updated to include Shifts, Pay Item editor and Redo.

    • Holidays guide updates.

Fixes

  • Worker.txt and BACS employee previous state values were not being updated.

  • Leap years handled correctly in final holiday calculation.

  • Uploaders can now handle ‘0’ which was previously being ignored.

RELEASE_2_10, 18-Oct-2020

Enhancements

  • Holiday Pay Definition now accepts a “Taken” migrated value when using imported data.

  • Import/Upload

    • Xero importer now supports AWE (Average Weekly Earnings) and holiday history.

    • Multi-tab files can be used for upload.

    • Importers now summarise the number of history days found.

    • If any part of an Import fails, then partial data is not stored.

    • If users accidentally provide future-dated history entries when extracting payment history, this is ignored.

  • Reports

    • GB Wage analysis NMW report now includes a results summary.

    • NEST CSV Contribution Schedule report now adds reason code 1 for leavers.

    • Xero and Peoples skipped runs are now downgraded to info (was warning).

  • Branding

    • Logo now added to admin screens.

    • Add ability to reset branding to defaults with button.

Scheme Pay Definition Deletion now reports any related Pay Items.

Fixes

  • Preapproval2 report Holiday worksheet separator column now properly aligned.

  • GB wage analysis hours /not being calculated for timesheets for NMW report.

  • GB Wage Analysis incorrect extra column for unmeasured work removed.

  • Import now stores Bank Account names in upper case format.

  • Holiday Pay was Incorrectly trimming latest holiday state value.

  • Pay run approval now ordered correctly by target_t on approval screen.

RELEASE_2_9, 12-Oct-2020

Enhancements

  • Beta version of Xero Importer allows 1-click import of an entire payroll.

  • Reports

    • Pre-approval2 includes support for configurable journal files.

    • Report successes, errors and exclusions tables in pay run display counts.

    • Generated files are more user/3rd-party system friendly by using an underscore rather than a dot. e.g. Unable to upload to Peoples Pension.

  • Statutory SMP/SPP/SPBP recovery figures now available in the finance journal reports.

Fixes

  • Missing Auto Enrol Worker AE % is correctly checked.

  • AE contributions were being incorrectly pro-rated for leavers.

  • Ensure importer view errors are logged.

  • Fixed incorrect url on mobile branding logo.

  • Employee preferences were not correctly downloaded during CSV Shift upload.

RELEASE_2_8, 05-Oct-2020

Enhancements

  • Branding

    • Add support for client and company branding for logo and colours.

    • Add support for administrator and employee high visibility preferences.

  • Pay Template

    • ‘Per Unit’ Base input now supports 4 decimal places.

  • Reports

    • Improved worker upload/import results.

    • Parallel pay runs can suppress submission to HMRC by leaving credentials blank.

  • Import

    • New GB AE migrate upload guide.

    • Use separate target and pay-period patterns.

Fixes

  • Pay Item editor Pop-up payslips were empty for multi-output Pay Definitions.

  • Welcome e-mail reset password link was incorrect.

  • PGL fixes (Sage50 import and PayOp)

  • Pay Definition group setting now works after browser “back” button.

  • Correct the interpretation of Sage50 YTD values to match our semantics.

RELEASE_2_7, 29-Sep-2020

Enhancements

  • Data feeds

    • Debbie now creates separate HMRC DPS jobs for each pay schedule.

    • Data feeds, such as the Shift data feed, now have a view which displays detailed results.

  • Reports

    • Warnings are issued by payment.txt and all BACS reports if an employee changes their bank details. These can then be verified independently.

    • Generated RTI ID are sent to HMRC rather than Works ID, this avoids issues if a company wishes to reuse Works IDs for returning leavers.

    • NEST enrol CSV automatically skips zero paid workers and now includes:

      • Leaver reason code ‘1’

      • Insufficient earnings code ‘5’

      • Earnings Period Start Date (EPSD) in header.

      • Check that each pay run only has workers from the same scheme.

      • Uses 2 digits for zero values.

    • If a SUN (Service User Number) is added to a company, then a BACS Hash will be included for each employee in the RTI FPS. This will use a ‘pseudo-random’ sub-reference which is also available in all BACS reports.

    • BACS report templates now have access to a sort code with hyphens.

    • Liability summary added to FPS RTI report.

    • Most pay run reports now have nicer results and more summary information: FPS, EPS, NEST API, People’s Pension API and Xero.

    • Nest enrol and contribute log message downgraded to informational.

  • Performance

    • HMRC DPS now limits the amount of data fetched to a few months.

  • Usability

    • Administrator can now enter employee bank details.

    • Pay run approval with dual admins. If an Approval task has yet to be assigned, the Admin is directed to a new screen to assign the task before approval.

    • The PayPer Template reuse policy now defaults to Use once, set to zero.

    • Garnish messages now use the PayDefinition’s description.

Fixes

  • P45s were incorrectly generated using 0T tax code.

  • Use 28-Feb for holiday start if the employees start date is 29-Feb.

  • SSP correct if previous pay run paid.

  • Multiple forenames were missing from reports.

  • RTI reports now only send a single leaving data if leaving in a custom pay run.

  • Pay Item editor did not properly handle some boolean values.

  • Very old payslips now can be re-generated with the latest software version.

  • Display as (description) on Live payslip pop-up same as live payslip.

RELEASE_2_6, 15-Sep-2020

Enhancements

  • Employee

    • There is a new compact employee view.

  • Automatic Enrolment (AE)

    • We now check minimum employee and company contributions on the Company AE Pay Definition and Employee Pay Item.

  • Data feeds

    • Full shift summary information is now shown including skipped shifts and errors.

    • DataFeeds now run in background to accommodate large imports.

  • Reports

    • If using pay-after-leave, this is now highlighted in the pre-approval summary report.

    • RTI now reports if any employees are omitted and/or of if nothing to report.

    • Jinja 2 Payslips are now aligned with Live payslip.

    • Report logs can now show several pages.

  • Import

    • Imports now show all types of errors.

    • P9X is now included in the default (donor) company for imports.

  • Performance

    • Pay run views are now much faster as the JSON snapshot now moved to a download button.

Fixes

  • Incorrect 3-year constraint on AE assessment date.

  • Attachment (garnishes) were missing from Pre-approval2 report.

  • Error when HMRC DPS or user left the previous pay/tax as None.

  • Sage50 import pension values were was using incorrect sign and not correctly updating Gross and Net pay YTD.

RELEASE_2_5, 8-Sep-2020

Enhancements

  • Automatic Enrolment (AE)

    • Pension letters now auto-generated and e-mailed.

    • AE migrated status now set via a choice menu and not plain text.

  • Improved viewing of listing screens:

    • Employee view now filtered by company.

    • PayDefinition view now uses group-based filtering.

    • Adding a Pay Item now auto-selects the employee.

    • Pay Definitions and Report Definitions can now be renamed together with their state.

    • Per Unit Pay Template now supports 80 characters and the source is now HR Admin.

  • Holiday:

    • Migrated Holiday now allows setting of a mid-year balance.

    • Variable work pattern supported.

    • 1-day holiday average pay now auto calculated and shown on booking.

    • GB Statutory PayTemplates SMP/SPP/SSP/SBPB excluded from Holidayable earnings buss.

    • Holidays can now be deleted after booking as they are not processed until their end date falls before the pay run pay period end.

  • Sickness:

    • Improved Manager experience for sickness provides a “nice” task template.

    • An approves Sickness end date by either employee or manager and auto deletes the other tasks.

    • ‘Absences’ icon on mobile view changed to ‘Time off’

  • Importers:

    • Now run in the background to support large imports.

    • An explicit pay_period_end date allows the Salary PAID_UNTIL state to be set correctly.

    • Automatically attempt to find a monthly schedule close to the one supplied.

    • Sage50 now adds holiday, salary and payment pay definitions.

    • FPS does the same for payment and deduction pay definitions.

    • Bank details are now optional.

  • Performance

    • Employee and Pay Item listing speed significantly improved for large companies.

    • GUI creation of PayItems faster.

  • Documentation

    • Sage 50 migration guide updated

Fixes

  • A late end date now generates a P45 in the next pay run; Correct surname/forename ordering on P45.

  • ‘Display as’ was missing from mobile Live payslip.

  • Admin Live payslip popup now centred on the screen.

  • An employee now may start and leave in the same pay run.

  • Holiday pay calculation starts from the previous, not the current week.

  • No Fixed work pattern workers get same holiday payout on leaving/holiday reset date.

  • Deleting a pay definition now highlights all the related deletions.

  • Workers can now be added via the GUI and then have shifts uploaded.

RELEASE_2_4, 11-Aug-2020

Enhancements

  • All new top level Pay Item editor allows changes to be made interactively to any employee’s pay items and a live payslip viewed on Update.

  • New Sage50 Importer to automatically import Sage50 data:

    • Imports Average Weekly Earnings (AWE).

    • Imports 104 weeks holiday history.

  • Pay runs

    • New Redo and Approve launch buttons

  • Employee names saved in surname, forename(s) format for easy sorting.

  • Minimal (default) Pay Definitions and Pay Items now auto added to new Companies and new Employees.

    • GB Liability is a new name for the special Pay Template that prioritises student loans and attachment of earnings.

  • Holiday Pay Definition for workers with No work pattern:

    • Supports a holiday reset date which is based on the workers start date.

    • Automatic payout is suppressed on leaving and anniversary.

  • Removed PayRun PayGraphs tab and Pay Graph from mobile Live Payslip view.

  • Company bank details are now optional and can all be blank.

  • Per Unit Template ‘display as’ input shown in Live payslip and Payslip2.

  • We now auto detect and send RTI Pay ID changes to HMRC.

  • FPS Import reports incorrect NIC category letter in FPS.

  • Documentation

    • Restructured into User guides and Reference.

    • New and Re-drafted sections for AE, FPS and Sage50 Importers.

    • Reformatted Documentation layout.

    • Jurisdiction now renamed to Country.

Fixes

  • Live Payslip performance improved from 2 secs to 0.2 secs.

  • Payslip2

    • Now excludes ER NIC.

    • Omit payslips for employees who are not paid.

  • Preapproval2 report

    • Removed Payroll expenditure report rows which are all zero including leavers.

    • Holiday tab on Pre-approval2 now includes Holiday Paid, YTD state.

    • Holiday tab now excludes zeros an correctly handles multiple schemes.

    • Restore the action text for a missing item.

  • CSV Import

    • Overwriting input values

    • On import, missing data downgraded from Warning to Info and collated into one message.

  • GB Termination payment fixed error in calculating non_taxable payment and missing gross_pay buss.

  • SL and PGL stop and start dates can be the same.

  • Add row showing YTD entitlement to holiday views for employees with Fixed work pattern.

RELEASE_2_03, 9-Jul-2020

Enhancements

  • Admin GUI look and feel enhancements:

    • My documents on pay runs now easier to navigate with 2 columns

    • Removed redundant columns on many listing screens

    • Titles on listing screens now show Company and Client as appropriate.

    • Extensive enhancements to all listing screens making them easier to read.

    • New icons for day-to-day operations Update, Delete, Start, View and Add.

    • New icons for Payroll Debbie, My data feeds and Payruns.

    • Streamlined rendering of pay items.

    • New colours for 2nd level headers

  • Admin Usability

    • Busses now display as checkboxes on PayTemplates as well as PayDefinitions.

    • Company selection now remembered across Pay runs, MyAnalytics, MyDashboards, MyDatafeeds, MyDocuments and Payroll Debbie.

    • Year also remembered where appropriate.

    • Nice error page for 500 errors.

    • Improved error message on an FPS import with duplicate employees.

    • Add regex to Finance journal Pay definition selection.

    • Pay definitions with Schemes now display available choices.

  • All Employees and PayItems now have a Download button to create a CSV which can be edited and uploaded.

  • Attachment of earnings orders now applied in the correct priority order including Student and Postgraduate Loan.

  • Reports: - Attachment of earnings orders now appear in the pre-approval report.

  • Parental leaves enhancements - Implement check for repeat 1-week SPBP claims.

  • Documentation - Reorganise the docs to give Pay Templates their own chapter. - Documentation for GB garnishes (attachment orders). - Add SPBP fully to the docs, and move Termination out of schemes chapter.

Fixes

  • Fix regression where Debbie was not displaying.

  • FPS Import:

    • Missing NI and Director week of appt.

    • Added name and DOB to the unique keys.

    • Ensure an imported company has a usable department hierarchy.

  • Scheme settings displays help text and removes duplicates.

  • Fix RTI generation for Welsh tax codes.

RELEASE_2_02, 10-Jun-2020

Enhancements

  • Imports:

    • FPS files with multiple frequencies (monthly/weekly etc.) and multiple payment dates can now be imported.

    • The wizard has been enhanced to provide user-selectable Create and Merge modes depending upon first or subsequent import. This allows phased migration e.g. weekly initially and then monthly at a future date.

  • Off-payroll working (OPW) now supported for employees who operate through Personal Services Companies (PSC).

  • GB Statutory Parental Bereavement Pay (SPBP) Pay Template added including EPS recoverable amounts.

  • New GB Termination Payment Pay Template for termination (e.g. redundancy) payments (‘standard’ or ‘sporting_testimonial’). Calculates tax-free, taxable and Reports Class 1A NI to HMRC.

  • Reports:

    • Add jurisdiction-independent journal sheet to Pre-approval summary2 so that journal imbalances can be detected before approval.

    • P60 updated for 2020-21 and also includes system employment ID.

    • Add ‘test_employee’ column to finance journal to allow filtering of test employees.

    • The ‘Pay definition outputs’ tab on Pre-approval Summary2 report is now sorted for readability and all redundant rows and columns have been removed. The report is now more compact, easier to read, and makes it easier to spot issues.

    • DPS coding notices now have a more descriptive table heading.

  • Support HMRC hardened passwords up to maximum length of 128 characters!

  • New “under maintenance” page to inform users when upgrades are in progress.

  • Pay Definition output busses now use checkboxes instead of multi-select widget. These are easier to use and less error-prone.

  • Employee state is now accessible from the Update employee view.

Fixes

  • DPS data feed not setting W1M1 correctly.

  • New employee with address has no company resolved.

  • AE refunds are moved from the scheme to thr AE PayItem.

RELEASE_2_01, 29-May-2020

Enhancements

  • Imports. A new one-click set up for a new Company and its Employees. This release supports imports from an HMRC FPS.XML file.

  • UI improvements:

    • Improved ReportDefinition settings UI where a choice is to be made. For example, this clarifies that multi-sheet reports do not support the CSV format.

    • ReportDefinition settings can be changed on an error during a PayRun. For example, this allows a corrected password to be used.

    • Report and Data Feed results are now presented in a standard, structured manner rather than using JSON text.

    • Scheme PayDefinitions are now configured using standard UI elements rather than JSON text.

    • Add “accidental” delete protection for Employee and Company.

    • Improved listings of Timesheets, Holiday/Sickness absences with filtering by year and workers names.

    • Improved listings of Pay Runs, Report and Data Feed runs with filtering by Company and year.

    • PaySchedule prompt window settings can now be updated.

    • DPS data feed results for P6/P9 coding notices now have a descriptive heading.

  • Starters and Leavers

    • New starters get a pretty HTML welcome e-mail with company name.

    • Leaver’s accounts are disabled by Payroll Debbie after 31 days.

  • GB Statutory Maternity Pay (SMP) and Statutory Paternity Pay (SPP) now allow a manual override on the calculated figures. See the documentation for details.

  • Payroll Debbie now performs more housekeeping tasks.

Fixes

  • DPS data feed:

    • Payroll Debbie was incorrectly skipping DPS data feeds.

    • Week1/Month1 coding notices could be set, but not cleared.

  • People’s Pensions. Only write out AE date if AutoEnrolled (not Opted out).

  • Fix PayItemMgr editor heights.

RELEASE_2_00, 28-Apr-2020

Enhancements

  • Payroll Debbie: is an all new automation assistant which runs hourly to assist the administrator. Traditionally, these jobs would be done manually, or initiated manually, by a payroll administrator. Payroll Debbie greatly reduces this burden by initiating these jobs automatically, under the overall supervision of the payroll administrator.

    • HMRC DPS data-feeds were previously initiated manually with one-click. Payroll Debbie will run these reports automatically.

    • An all new Pay Item Changes script enables you to schedule future Pay Item edits in one of the next 6 planned pay runs, which are automatically applied by Payroll Debbie. Typical uses might be Salary or Allowance changes.

    • E-mail notifications will be sent by Payroll Debbie for any missing items during the prompt window.

  • Holiday Pay: 2020 legislation is now fully supported by the holiday Pay Item, Scheme and Holidayable earnings buss. Depending upon the Working pattern (Fixed hours/ No fixed hours), Holiday schemes and the Holidayable earnings buss are used to configure holiday pay. Averaging is performed over 52-weeks looking back over 104 weeks of maximum history. All pay frequencies are supported including monthly paid workers with different hourly timesheet each week.

  • New customisable payslip Report Template (Jinja) supports unlimited payslip formats. Payslips can be customised rapidly for layout, size, colour and branding.

  • UI update: Several aspects of the UI have been improved including:

    • Better visual separators with blue backgrounds

    • Active tabs more clearly show the foreground tab.

    • Improved display of report result, including HMRC IRmark.

  • Scottish 20/21 May rates from PAYE perspective.

  • Documentation for all above features.

Fixes

  • P60 swapped surname/forename if name uses comma format.

  • Manage Pay Items rendering issue which required window resizing now resolved.

  • Xero journal error.

  • A missing report in a payrun would create an error, now a better message is displayed.

  • Only use tax code notice previous pay/tax in tax year specified by the effective date.

  • EPS reports do not send bank account information.

RELEASE_1_17, 30-Mar-2020

Enhancements

  • HMRC, DWP 20/21 legislation, rates and thresholds.

  • Add COVID-19 support for SSP.

  • Employee update

    • Improved rendering for employee working days.

    • Employee now required to complete line1/2 and postcode.

  • Reports

    • User created custom pivot table reports, which use analytics, can now be saved in Excel by referencing the data columns.

    • HMRC DPS report improved reporting, handling of duplicates and refresh.

    • Pay run and data feed reports now presented in compact summary form and can be expanded to detail view if required.

    • Improved treatment of logs for Data Feed history.

    • P60 Refund mark R added.

    • Benefits PBIK now always written in RTI to enable corrective submissions.

  • NMW (National Minimum Wage) timesheet resolution increased.

  • Pay definitions
    • Net pay busses renamed:

      • Adjustment to net pay -> Deduction from net pay.

      • Reimbursement -> Addition to net pay.

      • All debt Pay templates drive ‘Deduction from net pay’ (as well as .Net Pay).

    • Update Pension contribution number of decimal places for percentages.

    • AE migrated inputs are now validated.

  • Documentation

    • Busses

  • Xero authorisation changed.

Fixes

  • % Bonus, Payment with offset and SSP now drive Holidayable earnings buss.

  • Pay definitions update view was overwriting Name and Description.

  • SSP start date error.

  • Buss upload errors.

  • DPS missing W1M1.

  • NMW report when piece-rate inputs are renamed.

RELEASE_1_16, 10-Mar-2020

Enhancements

  • Payslip message now includes holiday payout.

  • Upload now implemented (beta).

Fixes

  • P60 previous pay/tax may be empty if value removed by user

  • Holiday calculation missing on timesheet

  • BR tax codes caused error

RELEASE_1_15, 06-Mar-2020

Enhancements

  • Pre-approval summary2 report now includes comparison to previous payrun.

  • New Employee (starter) view

    • Requires Date of birth and gender plus either NI or 2 address lines (HMRC mandatory).

    • Employee password now optional (was previously required).

  • E-mails sent

    • to new starters inviting them to create password and update their details.

    • on timesheet submit for approval to approver.

    • timesheet approved/denied to submitter.

  • Make the approvals easier to read.

  • Payrun listing clarity improved.

  • Rewind functionality allows CSR to rewind approved payrun (beta).

Fixes

  • Nest submission report for exact EPED and frequency.

  • Nest contribution & [member] enrol now use spreadsheet format - fixes pension basis.

  • Xero journal API report debits sign swapped.

  • Respect NEST character set and length limitations.

  • Employee pay-after-end now a date.

  • Notifications e-mail password on server.

  • Exclude future P9’s as they would overwrite current P6 values.

  • Payrun flows more robust.

  • SL and PGL loans now separated (were combined).

  • Timesheet decimal place precision now shows correct values.

RELEASE_1_14, 11-Feb-2020

Enhancements

  • Upload wizard migration support for all employee and company views

  • Xero journal API report

  • Statutory SSP, SMP, SPP complete

    • Added to FPS and EPS.

  • Reports

    • Implement new report error handling for report submissions with documentation.

    • Pre-approval2 report Holiday tab now shows pay-out.

  • Auto Enrolment (AE)

    • AE custom on-demand support or PayOp and Reports (NEST, TPP, PAPDIS).

  • 2020 EPS

    • Implement 2020-2021 rules for Employment Allowance.

  • Live payslip

    • Add tax code Live payslip.

  • Notifications

    • Switched from GMail/TLS to mail.paiyroll.com using SSL.

  • Documentation

    • Migration guide.

    • Reuse policy table.

Fixes

  • Holiday year-end payout

  • Handle negative net pay

  • Wage analysis report fix

RELEASE_1_13, 7-Jan-2020

Enhancements

  • Auto Enrolment (AE)

    • Automatic refunds for opt-outs within 6-weeks.

    • 3-year re-enrolment.

  • Statutory SSP, SMP, SPP

    • Beta release.

    • PayOps and PayTemplates.

    • New “Qualifying” setting on SSP.

  • National Minimum Wage (NMW)

    • NMW Wage Analysis report (beta).

    • Salary and Time/piece schemes now support hours for NMW.

    • NMW rates

  • B&CE The Peoples Pension (TPP)

    • Full data file report

  • Rewind (beta)

Fixes

  • Fixes #932 incorrect AE enrolment.

  • Documentation improvements.

  • Old payruns did not have department names.

2019

RELEASE_1_12, 7-Dec-2019

Enhancements

  • Support for The People’s Pension.

  • All Data Feeds now support a dry-run setting.

  • Support migration from Xero.

  • Improved migration support for AE.

Fixes

  • AE enrolment after opt-out fix.

  • Documentation improvements.

RELEASE_1_11, 29-Nov-2019

Enhancements

  • PayRun:

    • Add custom and on-demand support for Holiday.

  • PaySchedule:

    • Extended support for schedule types.

  • Report enhancements:

    • Added Department to Finance Journal.

    • Changes applied by HMRC DPS are now recorded.

  • RTI FPS Submission:

    • Now includes Pension and PensionYTD with/without tax relief.

    • Payment or correction after leaving resends leaving date.

  • Upgraded performance of AWS instance with more memory.

  • xero payroll import migration beta.

  • Improved documentation.

  • Full validation for account names.

Fixes

  • Repeated custom payruns do not include all employees 2nd time around.

  • Pension rounding was sometimes done twice.

  • Several AE fixes

RELEASE_1_10, 30-Oct-2019

Enhancements

  • AE implementation rework:

    • Enhancements including support for tax-based periods.

    • Refined approach to postponements.

    • Simplify Pay Item administration by moving some settings to the scheme.

    • Extended validation.

    • Improved documentation.

  • Salary enhancements:

    • Now scheme based.

    • Handle case of starters who missed the previous pay run and similar non-whole periods.

    • Improved documentation.

  • On-demand feature is now in pre-release.

  • New Analytics feature, with Finance Journal.

  • Report enhancements:

    • HMRC FPS support for “ceased trading”.

    • HMRC P9X support.

    • Enhanced pre-flight checks for report submissions.

    • User-friendly rendering of report exceptions/escalations.

    • Add Pay Definition outputs and busses to Pre-approval summary2 report.

    • Deleted Report Definitions don’t affect rendering of historical data.

  • Improved documentation structure and rendering.

  • Sort PayTemplates and ReportTemplates when creating PayDefinitions and ReportDefinitions.

  • Notifications now ready for live testing.

Fixes

  • DPS now correctly handles arbitrary notifications.

  • The employee list for a custom pay run must be sticky so re-runs work correctly.

  • Properly filter current/past Employees against today’s date.

  • Extended tests to cover more live cases.

  • Various other fixes.

RELEASE_1_9_1, 6-Oct-2019

Enhancements

  • Employee details

    • Alternative name format to support multiple surnames etc.

    • HMRC name validation added.

    • Additional validation of tax details.

  • Tabs throughout the UI are now “sticky”.

  • Payslip presentation improvements.

  • Added an FAQ entry on Salary sacrifice.

  • Most reports now again validate their settings before being submitted.

Fixes

  • Spurious prompts were being created for pay item string inputs with REUSE_ZERO.

  • Various other fixes.

RELEASE_1_9, 27-Sep-2019

Enhancements

  • Pay Runs

    • Updated pay run approval screen with information on pay run status, and protection against accidental approval.

    • Redesigned pay run flow and report submissions with full user control of any errors.

    • Custom pay runs now released (were previously called Manual).

    • New On-demand pay runs (Pay Me Now) with new PayOp (beta release).

    • Eliminated delay before starting pay runs.

    • System now enforces that pay runs are run in a correct order.

  • Reports

    • Payslips, P45 and P60 are marked as unapproved drafts before pay run approval.

    • Reports tab easier to use by allowing column reorder.

  • UI

    • Colourise Status and Severity nearly everywhere.

    • All new icon based UI and cleaner mobile views.

    • Hide Timesheets and Holiday menu items if PayOp not present on employee.

    • Pay query - new ‘My net pay looks wrong’ feature.

    • Worker can now only update their tax details once; further edits made by admin.

    • Enhanced listing of pay runs and timesheets make navigation easier.

    • Master administrators can always self-assign otherwise stranded tasks.

    • Task-assignment is now generally supported with a simplified UX.

  • Other

    • Updated documentation.

      • Added an FAQ entry on permissions.

    • New privacy policy.

Fixes

  • Validate length of all fields to meet HMRC requirements.

  • NEST pension submission fixes.

  • Missing salary causing Holiday Pay Item error.

  • Suppress erroneous queued tasks appearing if multiple admins.

  • Auto enrolment fixes including rounding up for tax relief.

  • Timesheet report exception.

  • Timesheet report misordered rates.

  • Fix error-prone refresh behaviour of Pay Definition busses.

RELEASE_1_8, 14-Aug-2019

Enhancements

  • Partial/manual payrun now allows admin to select employees to be included.

  • RTI FPS late reason code added to FPS report.

  • My data feeds

    • Workers csv upload release.

    • HMRC Data Provisioning Service (DPS) release.

    • Include worker identification data in the returned results.

    • Complete data returned for Company and Employee.

  • Next payslip (draft) now reformatted to not show duplicate items.

  • Payslips report:

    • NIC pay item now included.

    • Optionally, all-zero payslips can be suppressed.

  • Master admin can now add additional admins.

  • Documentation updates for DPS, Mobile, Holidays, PayRuns, PayTemplates and ReportTemplates

Fixes

  • Returning workers required works id to be blank.

  • Windows OS returns incorrect file type: Expected a CSV file, but got application/vnd.ms-excel

  • Holiday for 1..2 days not showing days taken correctly.

  • Pre-approval report 2 holidays tab missing state columns.

  • Stop admins adding scheme as PayItem.

RELEASE_1_7, 31-Jul-2019

Enhancements

  • My data feeds:

    • Workers csv upload beta release.

    • HMRC Data Provisioning Service (DPS) beta release.

  • AE Enhancements:

    • AE PAPDIS report now includes new starters and allows for specification of scheme(s) with comma-separated names.

    • AE NEST pension report submission production release.

    • Company can define multiple AE Pay Definitions.

  • Worker payment summary (txt) and BACS reports exclude zero values.

  • Suppress MyDocuments for pay runs in which an employee did not participate.

Fixes

  • Payslip for new starter not displaying.

  • Piece and Time-based Timesheets overwriting each other

  • Rounding now uses to conventional rounding.

  • Update in My Tasks being overwritten after Update Employee.

RELEASE_1_6_1, 20-Jul-2019

Enhancements

  • Add documentation site.

  • Make RTI submission more persistent in its retries.

  • Shift upload report now uses a more extensible approach to column mapping.

Fixes

  • Unbreak HTML escaping of rendered content.

  • Several fixes for shift upload logic.

  • Auto Enrol categorisation of Entitled Workers.

  • State reset for returning employees.

  • Default ‘C’ starter declaration.

RELEASE_1_6 8-Jul-2019

## 8-Jul-2019

## Automatic Enrollment enhancements

  • Added Deferral date.

  • Added Opt-in date, replacing previously dual-function setting.

  • Can now operate with banded or unbanded earnings.

## SmartPension support

  • Added new scheme for SmartPension.

  • SmartPension PAPDIS 1.0 report.

## Scheduling improvements

  • Prioritise approval dates for multiple pay schedules (weekly, monthly).

## Data Feeds

  • Support automated collection of data.

  • Implement data feeds of shift-based pay items.

## Reporting enhancements

  • The ‘employee_id’ is now renamed to the less-confusing ‘works_id’.

  • On Pre-approval2:

    • Correct the alignment of holiday bookings.

    • Disable database access for historical data.

    • New tab highlights “atttention required” items.

  • Added support for CSV output format, for single-sheet reports.

## Employee

  • Add “paid_irregularly” field.

  • Administrators can enter optionally enter DoB, gender, NI num.

## Listings

  • Added column resizing support.

  • Each page remembers the sorting, filtering and paging settings.

RELEASE_1_5_1 28-Jun-2019

## 28-Jun-2019

  1. Unbreak infinite JS loop (as previosuly in f959c3006).Resolves #645.

  2. Pay an employee after they leave field disabled: fixes #647.

  3. Added Declaration footer to mobile employee update.

  4. Don’t report on Employees who are not in a pay run. Also, don’t nag for them either. Resolves #644.

  5. Use formset 3 for EmployeeObjects since we added ReportDefinitions. Also, the old code was accidentally sharing the formset_kwargs between inlines.Resolves #646.

  6. Add all nags (pay item and employee) into the results.

  7. PAYE DoB/Gender NagError corrected to add nag to employee (not payitem).

  8. If zero employees, do not transact.

  9. New paid_irregularly GB eetaxdetail field plus auto migration.

  10. Add WeekNo for weekly frequencies.

RELEASE_1_5 19-Jun-2019

## 19-Jun-2019

### New pay run workflow

  • Verify all Post approval reports (including authentication) at pre-approval step

  • Use HMRC TIL (Test-In_live) at pre-approval step before live submission

### NEST

  • Contributions, Enrol and Opt-outs API now implemented - ready for live trial

  • Auto Enrol uses default deduction even if missing DoB or gender

### Navigation

  • Breadcrumbs added to Employee views

### Holiday Changes

  • Fix str-float issue

  • Added full Worker view of their booked/taken holiday

### Notifications

  • Pre-approval 2 reports now have new tab for all prompts

  • Notifications now implemented ready for live trial

### Reports

  • Reports results display greatly enhanced by adding errors and responses

  • Report navigation improved as reports now directly visible from payrun details

  • Harmonise error handling and display across HMRC and NEST

### Improved listings

  • Sorting and filtering states remembered

  • Timesheet and Absence listings new look and feel

  • Refine the display of Processes using an explicit “description”.

### New Holiday % PayOp

  • For percentage based holiday remuneration in-lieu

  • New Holiday Buss: holidayable_earnings

### Pay Item State

  • Now visible to administrators on Update PayItem

### Terms and Conditions

  • Implicitly accepted on signing in

RELEASE_1_2 14-Apr-2019

## 14-Apr-2019

### Timesheets

  • Implement piece-based timesheets (requires customer JSON setup configuration).

### Postgraduate Loans

  • Added PGL state to SL needed for P60.

### Reports

#### P32

  • Now fully working via EPS state: The EPS report accumulates P32 state by tax month.

  • Employment Alowance added to EPS state.

  • Auto reset report state (Employment Allownce) if first run of tax year.

  • Employment Allowance flag now controls the report. P32 JSON issue resolved.

#### P60

  • Includes Postgraduate Loans; P60 Colour and layout adjustments for HMRC approval.

### RTI

  • RTI switched from Test to production HMRC server with new RTI to production logic. Production server verified.

  • Add a flag to control if RTI EPS message is sent or not depending on body.

### Password Reset

  • Correct email host password.

  • Added Gmail Captcha fix.

### Import

  • EPS report invocation now included.

### Selenium Automated Testing

  • Selenium tests for new timed piece timesheets.

  • Ensure we never accidentally transact 2018/19 in tests.

### Internal

  • Make the TPR API handling more robust.

  • Several migration features: Guard against state already inserted (upgraded previously); Move most of initialise.py into migrations/0021_initial_data.py.

  • Automate configuration steps.

  • Validate timesheet PayItem frequency against scheme period. Resolves #363.

  • Added logger to support recording of live HMRC transactions.

RELEASE_1_0 07-April-2019

##### 07-April-2019

Payslip

Light Gray now used in colour palette (was darker)

Payslip now includes all worker PayItems.

Improve the rendering of next Payslip:

  • Numeric alignment

  • Smaller text sizes all round

  • Filtering of zero values

MyTasks

MyTasks “updates”, now correctly refreshes after any update.

PayTemplates

PayTemplates were not rounding to the number of places specified causing fractions of a penny errors.

Timesheets

Display time (hours) breakdown on timesheets, as well as currency amount.

The <u>Delete</u> action is now exposed on Processes in the Admin screen including Timesheets, so an incorrectly approved timesheet can be deleted.

User Password

Users are able to reset their own password from the LogIn page.

PayDetails Tab (Graph)

Long precision number now correctly rounded to specified number of decimal places (generally 2).

2019 Legislation

Postgraduate Loans (PGL) implemented

P9X Auto Tax code

Works correctly

P32 Report

now works correctly if tax credit.

Employment allowance added

Other Issues

Restrict assignable roles

Catch exception for reserved.sys_ops_company() does not exist.

Add Missing to each worker to notify them to confirm their details.

Get FDW working on AWS.

Payruns now preserved for 3-years from end of payrun year.

Fix get-next-URL error on saving timesheet.

Add archive command and “restore” command.

Upgrade from pgAdmin4.2 -> pgAdmin4.4.

User generated master passwords.