In Primo Payroll, there are two methods available for editing an employee record. You can either manually update individual records, or utilize the bulk import option, which allows for both the addition of new records and the modification of existing ones.
Manual Method:
To manually edit an employee record, begin by navigating to the Employees screen. From there, simply click on the Payroll ID of the employee whose record you wish to edit. This will open the employee's record, allowing you to make the necessary changes.
Once inside the record, you can easily modify any existing information by clicking on the pen icon located next to the relevant tab. At the top of the screen, you'll find additional categories that you can navigate through to edit further details as needed.
As an example, let's navigate to the HMRC tab and complete the starter declaration, just as we would for a new employee.
A pop-up window will appear, allowing us to select the appropriate type of starter declaration.
From there, we can also add the student loan continuation, specify the tax code used, and select the applicable tax basis. Additionally, this is the section where we can enter the total pay-to-date and total tax-to-date values into the employee's record.
Once you are done with the edits simply click save.
Bulk Method:
To edit multiple employee records using the bulk method, navigate to the employee screen and, from the bulk actions tab, select "Import New Starts (Excel)."
This will open the New Starters Import screen. From here, you can download a template to fill out or, if you already have a completed template, upload it directly into the system. To update information for any existing employees, make the necessary changes in the template and use the overwrite function when uploading it.
Doing this will update all the information you amended within the records specified in the import sheet.