Your life. Your plan.
My payroll service plan
Use this to discuss and record the arrangements. It is not payroll software or an employment contract. Do not enter passwords, bank details or staff National Insurance numbers. Download your answers before closing the page.
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Employer and chosen support
Who is the legal employer? Who may help you, and what permission or legal authority do they have?
Included and excluded tasks
Who handles registration, calculations, payslips, reports, starters, leavers and year-end tasks? What advice or support costs extra?
Fees and funding
Record setup, regular, extra and leaving fees. Who has confirmed the budget for these and other employment costs?
Information and deadlines
When must hours, leave and changes be sent? Record payday, reporting dates, payment deadlines and any approval steps.
Who sends and checks each payment
Record who pays staff, HMRC and the pension scheme. Who checks payment happened and that enough money is available?
Pensions, leave and records
Who checks pension duties, handles enrolment and declarations, and records leave and holiday pay? Who confirms retention periods?
Privacy and accessible information
How will information be shared securely? Who has authorised access? How can you and staff obtain needed records?
Problems and changing provider
Record the contact for errors, urgent deadlines and complaints. How will records, access and the final payroll be handed over?