PurePro allows employers to manage and process student loan and postgraduate loan repayments for employees who are liable to pay. It provides an efficient way to add automatic deductions, track repayments and manage reporting.
PurePro supports following student loan types:
Plan 1
Plan 2
Plan 4
Postgraduate Loan
Student and Postgraduate loan deductions can be processed for PAYE workers only.
Adding Student Loan Deduction
Users can setup multiple loan repayments against workers, e.g. where a worker has multiple loan repayments against them.
Navigate to Payroll → Deductions
Click on "Create New"
Select a worker
Select "Student Loan" or "Postgraduate Loan" under "Rate"
Add relevant details, as required
Click "Save"
Image 1: - Adding Student Loan Deductions
Student or Postgraduate loan repayments are deducted from worker's payslip when eligible.
Alternatively, users can also setup student loan and postgraduate loans in worker details.
To setup loan repayment using worker details, follow these steps: -
Navigate to Workforce → Workers
Edit the required worker by clicking on "Edit" against the worker under "Actions"
Select the required "Student Loan plan" under "Starter Checklist" in "Payroll Info" tab
Add relevant details, as required
Click "Update"
Image 2: - Adding Student Loan via Worker Details
Users can process backdated deduction by selecting a previous period under "Start Date" when adding student/postgraduate loan
Users can also add student loan deductions during worker create. Student loans and Postgraduate loans can be set under "Starter Checklist" tab during worker create.
Image 3: - Adding Student Loan during Worker Create
HMRC can also send instructions to employers to setup and process loan repayments against workers. To setup deductions against workers this way, please refer to our 📩HMRC Inbox guide.
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