Features List

Check out our feature rich payroll and pension platform

Bureau Manager

Support
  • Dedicated account manager - phone, email, live chat
  • Guaranteed uptime and SLA (five nines)
  • Priority feature requests
  • Free data migrations/bulk data processing
  • Bureau team support and training
  • Regular features updates, including legislative changes

CIS

HMRC compliance
  • HMRC CIS accredited
  • Verification of subcontractors
  • Produce and file monthly CIS return
  • Automatically files nil returns when applicable
  • Ability to inform HMRC of planned inactivity (Inactivity Declaration)
Deductions
  • Automated calculation and submission of deductions
  • CIS deduction statements show split between labour and materials (VAT)
  • Ability to enter suffered amounts by month (EPS)
Subcontractors
  • Storage of subcontractors start and end dates and personal details
  • Stores subcontractor UTR Numbers
  • Verification status on pay statements
  • Stores VAT registration number of VAT registered subcontractors
  • Ability to restart a subcontractor without re-verification (2 year rule)
  • Subcontractor portal for pay statements - weekly/monthly and annual

Collaboration

Other advisers
  • Grant access to other interested third parties
  • Bespoke permissions and access management
  • Easy to grant and revoke permissions anytime
  • Grant time-limited access
Employees
  • Full access to all personal information via unique online portal
  • Full access to all pay and pension related documents 24/7
  • Self onboarding when joining company
  • Make real-time changes to personal data
  • Manage pension status
  • Request holidays
Employers
  • Full or restricted (adjustment only or approve and submit) access dependant upon service (bureau client or direct SaaS model)
  • Access to adjustments area - add adjustments directly into Paycircle
  • Access to Team area - make changes to employee details directly into Paycircle
  • Access to dashboard showing top-level updates and status changes (general,company)
  • Access to dashboard showing top-level updates and status changes for employees
  • Access to activity logs
Accountants and bookkeepers
  • Access to employer payroll and pension reports and payroll journals
  • Direct APIs to accounting packages
  • Access to dashboard showing top-level updates and status changes
  • Access to activity logs
Bureaus
  • Bureau level customisation of permissions
  • Bureau manager's have superuser access
  • Customisable access/permissions by bureau worker
  • Bureau workers access to specified accounts
  • Easy to grant and revoke permissions on a by-user basis
  • Collaborate with employer's accountants and bookkeepers and other advisers - grant restricted access to employer data
  • Full activity log - audit trail of actions, status changes and submissions

Employee Portal

Education and support
  • Explanations regarding tax code changes
  • Comprehensive guide to workplace pensions
  • Articles and videos explaining PAYE, self employment, expenses and much more
  • Online support via live chat
Communications
  • Payday communications
  • Pension status change communications
  • Tax code change notifications
Pension
  • Pension contribution tracker
  • Pension communications
  • Ability to add manual pension contributions
  • Ability to opt in, opt out, cease and resume pension contributions
  • Automated pension notices to employers
Pay
  • Online and PDF version payslips
  • Student loan payment log
  • Tax code history log
  • Pay changes log
  • Upload and storage of other related documents
Employee control
  • Access to pay, tax and pension data 24/7
  • Personal unique portal that stays even after people have left the company
  • Employee manages own personal data
  • Self onboarding for new employees
  • Secure documents area containing all pay related documents

HR Functionality

Employer
  • New employee self onboarding or employer onboarding or combination
  • Employee contracts and policies distribution
  • Holiday and sickness tracker
  • Holiday request decline/accept
  • Grant 'work from home' requests
Employee
  • Employee self onboarding
  • Employee contracts and policies acceptance

Integrations

HR platforms
In discussions - to be confirmed
Timesheet and booking systems
  • Watu
  • Staffwise (Unmuddled)
Payment applications
  • Go Cardless - online Direct Debits
  • HasteePay - employee early payment facility
  • Telleroo - online cash transfer platform
Pension providers
  • NEST - direct API
  • PensionSync - Aviva, L&G, Now, People's, Smart
Accounting software
Xero

Payroll

Payments
  • Ability to make payments via various transfer methods - BACS, Faster Payments, Instant<br> Payment applications
  • Single payment transfer to multiple payees
  • Ability to stagger payments to groups of employees
  • Validation of bank details
  • Ability to store multiple bank details for individual employees
Expenses management
  • Upload photo receipts
Pay documents
  • Online payslips and other pay documents (P60, P45)
  • Company has easy access to all employee pay related documents and communications
Groups
  • Ability to set up custom groups and departments
  • Reports by Groups/Departments
  • Ability to restrict payroll admin access by group or department
Employees
  • Employee self-onboarding
  • Set work patterns and overtime rates
  • Easy to manage leavers and re-joiners
  • Automatic P45 delivery to employee portal
  • Auto P45 for agencies (customisable)
  • Automatic generation of P60s
Adjustments
  • Preset generic adjustments
  • Customisable adjustments
  • Statutory payment calculations (SMP, Sick Pay, AoE)
  • Pro-rata adjustment calculations
  • Benefits in Kind
  • Salary sacrifice arrangements - e.g childcare
  • Timesheet/shifts importer tool
HMRC compliance
  • Automatic RTI filing (FPS, EPS) PAYE and NI submissions
  • Automatic digital tax code and student loan updates
  • Directors NI
  • Employers Allowance
  • Apprenticeships and apprenticeship levy
  • Gender Pay Gap reporting
  • Easy extraction of data for payroll audits
Bureau platform
  • White-label option
  • Admin and permissions manager
  • Track progress and deadlines
  • View progress by date, manager, tasks and many other variables
  • Bulk processing actions
  • Auto-run payroll and pensions setting
  • Manage access for employers - full access or adjustment only
  • Give access to employer's third-party advisers option

Pensions

Pension communications
  • Automatic notifications and communications
  • Employee portal for communications
  • Pension communications centre for employers
  • Automatic completion of Declaration of Compliance
Contributions
  • Automatic contributions/payroll adjustments
  • Qualifying earnings and alternative calculation set-up
  • Contribution Groups
  • Manual contribution changes
Automatic enrolment
  • Automatic enrolment for those who qualify
  • Employee self management of opt in, opt out, cease and resume
  • Employer alerts for all status changes
Connection to providers
  • Direct API to NEST
  • Connection via Pensionsync to Aviva, L&G, Now, Peoples, Smart
  • Pension only module - for use with any payroll software

Reporting

Bespoke
Request bespoke reports/data files
Data analysis
Gender Pay Gap Analysis
CIS
Weekly/monthly subcontractor payment report
Pension
  • Full access to report history
  • Online and downloadable (XLS, CSV) pension reports
  • Weekly or monthly changes/adjustments report
  • PAPDIS report
Payroll
  • Full access to report history
  • Online and downloadable (XLS, CSV) payroll reports
  • HMRC reports (P32)
  • Weekly or monthly changes/adjustments report
  • Cross period reporting
  • Date specified reporting
  • Payment reports/files (BACS)
  • Payroll journals in generic format
  • Payroll journals specified format - Xero, Sage

Security

GDPR
  • All data accessed via secure online portal
  • Automatic deletion of externally held data (time bomb)
  • Deletion of personal data as per any 'right to be forgotten' requests
  • Personal data anonymised and or encrypted for external data transfer
Database
  • Azure SQL Database
  • Protected by Microsoft platform security assurances
  • Firewall protection limiting connections to authorised services hosted within the Azure infrastructure only
Encryption
  • SHA-256 encryption level
  • ASP.NET membership provider ensures passwords are always encrypted
Communication
  • HTTPS (SSL)
  • Credentials checked and validated for every service request
  • Services restricted/verified according to user authorisation level

Support

Bureau service
  • Guaranteed uptime and SLA (five nines)
  • Onboarding support
  • Unlimited, free, online and telephone support
  • Free online support for employees
Pension Manager
  • Guaranteed uptime and SLA (five nines)
  • Onboarding support
  • Free data migrations - bulk data processing
  • Regular features updates, including legislative updates
  • Unlimited, free, online support
  • Online User Guides and ‘How To’ video tutorials
  • Extensive, ‘jargon buster’, support article library
  • Free later migration of payroll data for pension clients
Businesses direct
  • Guaranteed uptime and SLA (five nines)
  • Unlimited, free, online support
  • Onboarding support
  • Online User Guides and ‘How To’ video tutorials
  • Extensive, ‘jargon buster’, support article library
  • Free online support for all employees
  • New feature guides and updates
Bureau platform
  • Dedicated account manager - phone, email, live chat
  • Guaranteed uptime and SLA (five nines)
  • Priority feature requests
  • Free data migrations/bulk data processing
  • Bureau team support and training
  • Regular features updates, including legislative changes
  • Regular face-to-face relationship meetings (optional)