Configuration



Image 1: - Configurations Screen

Image 1: - Configurations Screen

System

• Active Engagement Type – Allows users to select what type (engagement) of workers can be processed in the system. PurePro supports, PAYE, Contractors (IR35 & Non IR35), Agency & Umbrella workers
• Default Currency Code ID – Allows users to setup a default currency to be used in payroll and invoice processing.
• Email Mailbox For Testing – This email box is for testing purposes only. If an email address is provided here, PurePro will redirect all system generated emails to this email address instead of email address in payslips/remittances/invoices, etc.



Image 2:- System Configuration

Image 2:- System Configuration

Integration

• Accounts Integration:- Users can integrate PurePro with Xero to send Payroll Costs and Invoices from PurePro to Xero. Please refer to  🔌Xero Integration⁠  user guide for further details.
• BACS Narrative: - Users can add "BACS Narrative" to be used with their BACS setup, as needed. This is an optional field.
• BACS Output Type – Users can select the BACS type to be used for processing payments. PurePro supports, Standard 18, Bottomline PTX, HSBC Net, Faster Payments, HSBC Bankline and HSBC Bankline International.
• BACS Service User Number – Users can add "BACS Service User Number" to be used with their BACS setup, as needed.



Image 3:- Integration Configurations

Image 3:- Integration Configurations

Payroll Defaults

• Approval Notification Frequency (Hours) – Users can set the frequency for timesheet approvals' notifications.
• Customer Holiday Scheme Type: - Users can select the scope of customer holiday schemes(where applicable).
• Default Holiday Scheme – Users can select a default holiday scheme to be assigned to newly added workers (where applicable).
• Default Pay Day – Users can select the default pay day for the payroll period.
• Default Pay Method ID – Users can select a default payment method used to process payments in the payroll period. PurePro supports, BACS, Cheque, Cash, Manual and CHAPS.
• Default Pension Scheme – Users can select the default pension to be assigned to newly added workers (where applicable).
• Default Placement Type – Users can select the default placement type to be applied to newly created placements, PurePro supports Continuous, Intermittent and One Off.
• Ignore Leavers for Pension Re-enrolment – Users can define if leaver workers should be ignored for pension re-enrolment.
• Ignore Recent Scheme Leavers for Pension Re-enrolment – Users can define if workers leaving a recent pension scheme should be ignored for pension re-enrolment.
• Last Pension Re-enrolment Date – Users can define the last date for Pension Re-enrolment. This is an optional field.
• Next Pension Re-enrolment Date – Users can define the next date for Pension Re-enrolment. This is an optional field.
• Online Holiday Claims – Users can define if workers can claim holiday online using worker portals.
• Overpayment Recovery – Users can set the default behaviour for overpayment recovery in PurePro, users can either process overpayments manually or let PurePro process overpayments automatically in real time.
• Pension Staging Date: - Users can define the pension staging date as needed. This is an optional field.
• System Default Monthly Calendar – Users can select the default calendar to be used for processing payroll. (Option only available if account's pay frequency is "Monthly")
• System Default Weekly Calendar – Users can select the default calendar to be used for processing payroll. (Option only available if account's pay frequency is "Weekly")
• Timesheets Require Approval – Users can set if timesheets require approval before being processed. Users will need to further enable this option for each customer where timesheets require approval.



Image 4:- Payroll Default Configuration

Image 4:- Payroll Default Configuration

Payroll Set Up

• Accrue Holiday for Supplied Workers: - Users can set if supplied workers (Agency & Umbrella) can accrue and paid holidays.
• Apportion NI by Work Period: - Users can set Apportion rules for processing National Insurance (NI).
• Apportion Pension by Work Period: - Users can set Apportion rules for processing Employer (ER) and Employee (EE) Pensions.
• Apportion Student Loan by Work Period: - Users can set Apportion rules for processing Student and Postgraduate Loans.
• Apportion Tax by Work Period: - Users can set Apportion rules for processing Tax (PAYE Deductions).
• Apprenticeship Levy Allowance – Users can set how much "Apprenticeship Levy Allowance" to be used in processing apprenticeship payments. This is an optional field.
• Auto Create Placement – Users can set if placements should be auto created from timesheets processed in the payroll period.
• Auto Poll Payroll – Users can set to automatically "Poll" payroll.
• Backdated Pay for Attachment of Earning Validation – Users have the option to prevent processing Attachment of Earnings (Court Orders) for backdated timesheets. For further information, please refer to  Attachment of Earnings⁠  guide.
• Calculate Apprentice Levy – Users can set to use "Apprenticeship Levy" in processing payroll.
• Check for Duplicate Payslip: - Users can set for PurePro to analyse payslips in real time for any duplicates.
• Combined Self Bill/Remittance for IR35: - Users can set to combine self bills and remittances into a single output for "IR35 Contractors". The combined output will replace "Self Bills" under "Supplier Payments" for any such workers.
• Default Payslip/Invoice/Remittance Delivery Method – Users can set the default delivery method for various documents generated in PurePro.
• Disable Payment After Leaving Non-Statutory Deductions: - Users can set to enable or disable "Non-Statutory Deductions" for workers with Payment After Leaving.
• Enable Sending Draft Payslip & Remittance: - Users can set to "Send Draft" payslips and remittances from control centre, before finalising the payroll.
• Enable Third Party Deduction Letters – Users can set to process and send "Third Party Letters" associated with any "Attachment of Earnings Orders" deductions in the payroll period.
• Inactive Workers Leaving Reason – Users can set the default leaver reason for workers who are "Purged" due to inactivity.
• Payroll Cost Extract Type – Users can set the default "Payroll Cost Extract" type.
• Payslip Footer Image – Users can set the default "Footer" image to be added to payslips.
• Payslip Header Image - Users can set the default "Header" image to be added to payslips.
• Payslip Message: - Users can set the default "Message" to be added to payslips. This is an optional field.
• Purge Inactive Workers – Users can set if any inactive workers should be "Purged" i.e. "P45" should be processed for any workers not paid/processed for certain period of time.
• RTI DPS Download Frequency – Users can set the frequency to download DPS forms.
• RTI DPS Downloads – Users can set the default DPS forms download behaviour.
• RTI Update Downloaded Payroll Forms - Users can set the default DPS forms update behaviour.
• Small Employer – Users can set to claim "Small Employers Relief".
• Use Construction Industry Scheme – Users can set to process "Construction Industry Scheme" (CIS) deductions for workers (where applicable).
• Use Employment Allowance – Users can set to use "Employment Allowance" in processing payrolls.
• Use Recurring Timesheets –Users can set to use "Recurring" timesheets. Users will further need to enable recurring flag in each timesheet (where applicable).
• Worker Inactive Periods – Users can set the inactivity period i.e. if workers are not proceed/paid for certain periods, their status will be updated to "Inactive" and workers will be purged (if configuration is enabled).
• Worker Validation – aged under 16: - Users can set if payroll should be processed for workers aged under "16 Years". PurePro will mark any such workers as "Error" by default.



Image 5:- Payroll Setup Configuration

Image 5:- Payroll Setup Configuration

Supplier Set up

• Default Supplier Invoice Workflow – Users can set default "invoice Workflow" to process supplier payments. PurePro supports, Self Billing, Invoice Matching and None.
• Default Supplier Settlement Terms – Users can set the default settlement terms for supplier payments.



Image 6: - Supplier Configuration

Image 6: - Supplier Configuration

Billing Set Up

• Default Billing Calendar – Users can set the default billing calendar to use for processing invoices.
• Default Billing Group – Users can set the default "Billing Group" to be assigned to newly added customers. This is an optional field.
• Default Perm Billing Group – Users can set the default "Billing Group" to be assigned to newly added "Permanent Placements" (This option is only available if Permanent Placements if enabled).
• Default Perm Billing Scheme - Users can set the default "Billing Scheme" to use for newly added "Perm Placements" (This option is only available if Permanent Placements if enabled).
• Default Timesheet Billing Scheme – Users can set the default "Billing Scheme" to be assigned to newly added customer for processing invoices.
• Disable Billing – Users can set to disable processing "Billing" (invoices) in PurePro.
• Disable Self Billing – Users can set to disable processing "Self-Billing" for contractors and suppliers in PurePro.
• Enable Invoice Builder Template: - Users can set to enable "Invoice Builder Template" to design a custom invoice template for processing invoices.
• Invoice Footer Image - Users can set default "Footer" image to be added to processed invoices.
• Invoice Header Image - Users can set default "Header" image to be added to processed invoices.
• Invoice Template: - Users can set the default "Invoice Template" to use for processing invoices. This is an optional field.
• Manual Invoice Gross Nominal Code – Users can set default "Gross Nominal Code" for invoices processed manually.
• Perm Invoice Gross Nominal Code - Users can set default "Gross Nominal Code" for invoices processed against permanent placements.
• Sales Nominal Extract Type – Users can set default "Sales Nominal" extract type.
• Temp Invoice Gross Nominal Code - Users can set default "Gross Nominal Code" for invoices processed against timesheets.
• Use Custom Billing Schemes – Users can set custom billing schemes for customers to process invoices. Each custom billing scheme will be unique to customers. Users will need to further enable this option for each required customer.
• Use Permanent Placement Billing – Users can set to use "Permanent Placements" in PurePro.
• Vat Nominal Code - Users can set the default "VAT" nominal code to use for processing invoices.



Image 7: - Billing Configuration

Image 7: - Billing Configuration