There may be times when you need to advance payments, for example, to pay employees early over the Christmas period. When you do this, all payments and deductions calculate on a period-by-period basis, and then combine into one single payment.
Note: You can’t perform a rollback once you advance a period. To make corrections, you need to wait for team members to return from their advancing periods. If you need to update any of the following, unmark the team member as advancing, make the necessary changes, then set them back to advancing:
Payroll changes.
Changes to personal details or tax status.
Changes to pension information.
Updates to parental, sick, or repayment schedules.
Updates to Attachment of Earnings orders or childcare vouchers.
Additional information
Before you advance a period, please consider the following:
If you’ve overridden figures in the current period, marking a team member as advancing removes this.
You can only advance periods for a weekly pay frequency.
You can’t update pay period settings when team members are advancing.
You can’t advance future periods for CIS subcontractors.
For hourly paid team members, you need to add hours worked in the advancing periods as a future change.
You can’t advance leavers or team members who are on hold.
You can’t perform a supplementary pay run for a period in which a team member is advancing.
If the team member has an attachment of earnings order, they only pay the admin fee for one period.
If a team member changes NI category during an advanced period, and you’ve enabled auto accept NI category updates, their NI category doesn’t automatically update.
Advance a period
To advance a pay period, watch the video or follow the steps below.
Click Team then select the checkboxes for the relevant team members.
Click Actions then select Advance future periods.
To set the periods, under Periods to advance, click the plus + icon.
Click Save.
Unmarking team members
Click Team then select the checkboxes for the relevant team members.
Click Actions then select Unmark as ‘Advancing’.