Nicholas
KashFlow Payroll is simply organised with a main menu or navigation area down the left-hand side and your working context – which company and employee you’re currently working on – across the top.
Company and Employee Selection
Using the dropdown menu at the top of the screen, you can quickly select which company you would like to work on and then which employee you wish to view. The first box on the left shows the current company in context.
Company Context
Click the box to see a drop-down list of companies you have set up in KashFlow Payroll, then click a company name in the list select a different company to work with or change to Demo Company.
Employee Context
When you change employee by clicking on this box and selecting a different employee, if the current page contains employee related data, you will stay on the page but see information for the employee you’ve changed to. However, if you are on a non-employee related page (e.g. Company Dashboard) selecting an employee in this box will take you to that employee’s dashboard.
Also note that the employee context drop-down list is sorted alphabetically by employee name and only ever shows the first 18 current employees. If you have more employees than that in KashFlow Payroll, just start typing any part of the employees name and the list will change to show employees matching the text you type.
The main menu for KashFlow Payroll is down the left-hand side.
Company
Contains all company-related data and actions for the company you are currently working with.
Employees
Employee specific dashboard, setup information, absences, statutory leave and arrestment orders. Note that whenever you are in the employee area, you will see data for the current employee in context.
Pension and AE
Configure your pension schemes and setup Automatic Enrolment. View all communications to be sent to employees and add additional pension schemes
Payroll
Your payslips, current and past pay dates, and RTI filing records.
Reports
Generate payroll, employee, pension and statutory reports such as P45s here.
Settings
Your account and billing settings as well as billing history.
Tabs
Many pages have one or more tabs near the top, as illustrated below. These tabs provide access to pages within a section.
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