Set contracts, pay, bank, and tax details
Configure contracts and payroll inputs so hours, allowances, deductions, and payslips reflect the actual employment terms.
Why contracts come before payroll
Payroll is only as good as the employment data behind it. Before you run pay, make sure each employee has the right contract terms, pay frequency, pension basis, and tax profile.
What to complete
- Effective date and employment title.
- Base hourly rate or salary details.
- Night allowance or special rate adjustments if used.
- Pay frequency.
- Pension scheme and contribution percentages.
- Tax code, NI category, and student loan settings where applicable.
- Bank details for payroll output.
Recommended sequencing
- Create or confirm the employee contract.
- Review tax and statutory settings.
- Check bank details and contact details.
- Validate that the employee is attached to the right account and team structure.
Screenshot placeholder: add a screenshot of the contract form or tax profile showing pay frequency and payroll settings. Recommended image size: 1600 x 1000.
Operational advice
If you are migrating employees from another system, do a small sample first. Compare one or two records against the old payroll source before importing everyone else.
Once contracts are in place, you can create shifts and start building live rotas with confidence that approved time will flow into the right pay logic.