Payroll Settings
Org-wide defaults for pay schedule, pension, student loans, claim repayment and how staff are paid.
What these settings do
These are the org-wide defaults for every payroll run and every new employee: your pay schedule, pension auto-enrolment, student loans, how claims are repaid and how staff are paid. Individual employees can still override the pay and deduction settings on their own record.
Pay schedule
- Go to HCM → Payroll → Settings.
- Set the pay frequency — monthly, fortnightly or weekly.
- Set the pay day — the day of the period on which people are paid.
- Set the cut-off day — the point after which timesheets, leave and overtime roll into the next run rather than this one.
Pension
Turn on auto-enrol pension and set the default contribution rate. Every new employee is created with that setting, and any employee who has not been given an explicit rate uses it.
Student loans
Set the default student loan plan applied to new employees. Employees on a different plan, or with none, are set individually on their record.
Country
Set the default country code. Payroll resolves the country per employee and applies that country's tax bands and national insurance rules; this setting is simply what new employees start with.
Paying employees
- Approved expenses & mileage — choose Repay with the next payroll run to add approved claims to the next run, or Accounting repays them separately to have Accounting pay them from Payroll Payments.
- Track claims approved from — claims approved before this date are treated as already settled, so claims you repaid before using Plenix are not paid twice.
- Default bank account wages are paid from — chosen automatically when Accounting marks a payment as paid.
- BACS service user number (SUN) and Name on employees' bank statements — needed only for the BACS Standard 18 file. The CSV bank file works without them.
Payslip footer
Anything you enter here prints at the bottom of every payslip — useful for a payroll contact address or a statutory notice.
Tip: Changing the cut-off day mid-month moves the boundary for the current run. Change it just after a pay run completes, not just before one.
Where to go next
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