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Course 2:
Set Up Your Practice

Now you've configured the basics, it's time for the next steps: learn how to set up your 3rd party services, pay codes, departments, cost centres and more.

Course Outline

  Introduction
Available in days
days after you enrol
  • Welcome to Set up your Practice
  Third party services
Available in days
days after you enrol
  • Connect to third-party services
  Create and manage payroll settings
Available in days
days after you enrol
  • Create and manage pay codes
  • Create departments
  • Create cost centres
  • Enable HMRC notices
  • Disable Automatic Application of HMRC Notices
  • Create working patterns
  • Create pay schedules
  Umbrella settings
Available in days
days after you enrol
  • Enable PAYE umbrella settings
  • Enable CIS umbrella settings
  Analysis categories
Available in days
days after you enrol
  • Create analysis categories
  • Attach analysis codes
  • Assign analysis categories to an employee
  • Assign payline costings: permanent
  • Assign payline costings: temporary
  Payslip and mail settings
Available in days
days after you enrol
  • Payslip customisation
  • Mail settings
  • Customise email templates
  Conclusion
Available in days
days after you enrol
  • Summary
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