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Updating records

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When you've finished entering all of your employees' pay details for the current payroll period, and checked all payments and reports for accuracy, you must update the records in your software.

You must do this every time you complete a pay period to ensure your employees' tax and national insurance (NI) contributions are correctly calculated during the year.

What does this do?

• Updates cumulative figures such as tax and NI.
• Adds the current payroll period's figures to the P11 reports.
• Updates your payment history. Useful if you need to check the details of a previous pay period.
• It handles a mixture of payment frequencies. For example, if some employees are paid each week, whilst others are paid every month.
• Gives you the option to update holiday and absence records.

How do I do this?

1. From the employee list, select the relevant employees > Payroll > Update Records.

   Tip: Have you taken a backup of your data? If not, click Backup and follow the instructions. Need help? See Backing up and restoring data.

2. Follow the steps in the wizard and confirm the employees you want to update.

Note: If you have updated the records of an employee who has left your employment, you should now complete the leaver wizard. Find out more.

Your next step:

Do you use Sage software to do your accounts? You can post your payroll costs directly into your Sage accounts software using the Nominal Link. You can also send the information to a CSV file that can be imported into other accounting software. Find out more.

If you have any feedback about this topic, we'd love to hear from you.

If you have Sage Cover and you have a general support query, you can get in touch at https://my.sage.co.uk/contact-us/

If you don't have Sage Cover, you can find out more about it here.