Setting an employee's pay, tax, pension, and union details

Setting an employee's pay, tax, pension, and union details

Each employee carries their own pay and tax setup, which NexerIQ uses every time you run payroll. You'd set this up when someone joins and update it whenever their pay, tax position, pension, or union membership changes. Open an employee from People → Employees, then go to the Pay & tax tab.

Pay settings

On the Pay settings tab, set the Pay type, Pay rate, Currency, and Pay frequency. The tax fields cover Tax jurisdiction, Tax card type, Withholding rate, and the personal allowance options. Select Save changes when you're done.

Pension enrollments

The Pension enrollments tab links an employee to a company pension plan. Choose Enroll pension, pick the plan, set the Employee contribution rate and an Enrolled from date. Later you can Change contribution rate or Unenroll pension from a date.

Union memberships

On the Union memberships tab, use Add union membership to record the union, agreement code, member-since date, and how dues are paid — a fixed amount, or a rate of gross or net pay. NexerIQ then deducts dues during each run.

Fixed pay codes

Use Fixed pay codes for recurring amounts that should appear on every pay slip, such as a fixed allowance or deduction. Select Add fixed pay code, choose the pay code, enter units and rate or a fixed amount, and set an Effective from (and optional Effective to) date.

Mid-year hires and opening balances

If someone joins partway through the year, give NexerIQ their year-to-date figures so tax and pension totals stay correct. On the YTD / opening saldo tab, choose the year and select Set opening saldo to enter prior gross earnings, taxable income, tax withheld, pension, and net pay. The tab then shows a month-by-month total, with the opening balance listed as the first row.

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