Set Up Accounting: HR & Payroll Setup: Employees, Pay Items, Leave | Britixo Accounting Software UK.

Introduction

The HR/Payroll area lets you maintain employee records, define earnings & deductions, and configure leave/holiday rules so pay runs are accurate and compliant.

👥 1) Add employees

• 🧭 Go to: HR → Employees → New
  
  

• 👤 Name, Email (for payslips), Start Date, Department/Position.
  
  

• 📄 Upload ID, contract, and bank details (attachments).
  
  

💸 2) Create pay items (earnings & deductions)

• 🧭 HR → Payroll Settings → Pay Items → New
  
  

• ➕ Examples: Basic Salary, Overtime, Commission, Pension, Tax, Student Loan, Other Deduction.
  
  

• 🧮 Choose Fixed or Rate x Units (for overtime).
  
  

• 📌 Mark taxable/non-taxable as needed.
  
  

🗓 3) Work schedule & leave

• 🧭 HR → Leave → Policies
  
  

• ⚙️ Create Annual Leave, Sick Leave, etc.; assign accrual rules.
  
  

• 🧭 HR → Attendance/Timesheets (if used) to capture payable hours.
  
  

🧾 4) Default payroll settings

• 🧭 HR → Payroll Settings
  
  

• 🕒 Pay frequency (monthly/weekly), Pay Day, Payslip template, Email payslips on publish.
  
  

Pro tips

• 🧪 Test with one employee first.
  
  

• 🔐 Restrict payroll access to HR/Finance only.
  
  

• 🧷 Keep compliance docs attached to profiles.