Frequently Asked Question

Pulse Payroll Beginning of Year Procedure
Last Updated 4 years ago

  1. WHEN YOU WANT TO START PROCESSING WAGE WEEK 1, ON THE WAGES, WHEN YOU FIRST CREATE THE WAGE WEEK YOU WILL GET THIS MESSAGE BELOW:image
  2. What this message means, is that with the current settings, Pulse is NOT set to rollover the holiday pay, and therefore ALL holiday pay will be reset back to ZERO.
  3. Once you click 'OK', you will then get another message, asking if resetting holiday pay back to zero is correct. IF YOU WANT TO RESET HOLIDAY PAY TO ZERO, CLICK 'YES', IF YOU WANT THE HOLIDAY PAY TO ROLLOVER AND NOT RESET, CLICK 'NO'.image
  4. IF YOU CLICKED 'YES' TO "RESETTING HOLIDAY PAY TO ZERO" , THE PAY WEEK WILL BE CREATED AS NORMAL. YOU DONT NEED TO DO ANY FURTHER STEPS ON THIS HELP SHEET IF YOU'VE CLICKED 'YES'
  5. IF YOU CLICKED 'NO' TO "RESETTING HOLIDAY PAY TO ZERO" , YOU WILL RECEIVE A FURTHER MESSAGE ASKING YOU TO CHANGE THE GLOBAL SETTINGS. ONLY CONTINUE THE STEPS IF YOU'VE CLICKED 'NO' AND WANT TO ROLLOVER HOLIDAY PAYimage
  6. You must then go to the 'Setup' menu, click 'Check Database', and click on the 'Global' tab. Then tick 'Accrue Wage Year' and un-tick 'Reset Holiday Mth One'.
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  7. Once you have done that you can go back and create the pay week as normal.
  8. PROCESS THE WEEK AS NORMAL. IF YOU ARE USING PULSE YOU WILL WANT TO SEND THE FILES TO HMRC BEFORE CONTINUING, IF YOU ARE USING SAGE/OTHER, YOU WILL WANT TO IMPORT THE YTD FILE BEFORE CONTINUING.
  9. SEND ANY PAYSLIPS THAT YOU NEED TO SEND
  10. Add the remaining staff to the pay week for rollover.
  11. If you are using Pulse payroll, click 'File' and then 'Add Remaining Staff for Holiday Pay Rollover'.
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  12. If you are using Sage/other payroll, click 'File' and then 'Add Remaining Staff for YTD Import'.
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Reclaiming Employment Allowance

  1. You need to make sure that you have the system set to reclaim employment allowance. You can use this helpsheet to check: https://support.pulsesoftware.info/kb/faq.php?id=90
  2. Once you have the system set to reclaim, process payroll as normal and submit the XML file to HMRC.
  3. In the 'PaySlips' page, using the grey menu bar at the top click 'Create', then hover over 'Employer Payment Submission For' and finally click 'Reclaim'.
  4. Once that file has been created you will need to click 'Send Files' and then Submit the EPS file the same way you would the RTI.



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