FAQ
This document provides answers to common questions that can arise from day to day payroll processing. Whether you're an employer, HR professional, or accountant, this FAQ helps streamline payroll management efficiently.
Users can expand following sections to find answers to common payroll related queries as required.
Users can also use the "Ask" feature in the left pane to find answers to their questions across the documentation. This feature liaises AI to structure your query and point the user in the right direction.
Workforce
Workers
Can we change worker engagement while workers are active?
No, currently we do not support changing engagement type whilst workers are active.
Can we move workers to another engagement type while active?
No, currently we do not support changing engagement type whilst workers are active.
Can you mark worker as left and change to PAYE in the same period?
No, this is not possible. When you input a leave date to the worker, it will be only marked as left once the period is closed.
Can you update bank details of worker after period is finalised?
Yes, but it will not process or change in the current period bacs file because period has been finalised
Can you restart a worker after they have left?
Yes, you can restart worker after the worker has left. The reference will continue the same and the old record will append an A or B to the reference. No YTD data of the previous employment will be on this record. So, you cannot reverse previous payslips you have to make them a Pay after Leaving to bring the YTD figure back to LIVE.
Can you update the email address of a worker after the payslips has been sent?
Yes, and when re-sending the payslips, it should send to the new email address.
Can you suspend a worker?
Yes, you should be able to suspend a worker from the actions menu > inside the worker details. If the worker has been marked as suspended all the current payments will not be processed.
Can you reinstate a worker?
Yes, you should be able to reinstate from actions menu > inside the worker details and any payments input i.e. timesheet or payment/deduction should be processed automatically for the current period/week.
What does the worker status "Starter" mean?
In PurePro, if the worker status is showing as starter, then it means the worker has not been paid or the worker has just been added to PurePro.
How can I see the error message if a worker status shows as error?
Currently, there are two methods to access the errors. First via the homepage > task list > should highlight the errors per period. Second is by loading the worker details and hover over the red cross icon on the status bar.
Where can I view workers who have been marked as left?
From the worker list view page, you can use the status filter and select the status = Left .
Where can I manually add PAYE forms to worker?
This can be done via worker details > payroll info tab > add PAYE forms. You will be presented with 3 options: P6, P9 or P45. If the worker has never been paid and the status is 'Starter' then you should be able to update the starting declaration also.
Where can I access the payroll tax code history for my workers?
This can be done via worker details > payroll info tab > starter checklist section. You will be presented with a history icon next to the tax code field. This will show you the details of the tax code and forms inputted or updated with the source.
How can I transfer a worker from one account to another account?
Workers can be transferred between accounts only if the following criteria are same: account PAYE ref. Same period, same rate settings, same pension scheme references, same holiday scheme references. The transfer can be initiated from worker details > action button. The transfer works for PAYE and Contractors only.
How can I move a worker from one business unit to another?
Workers can be moved from one business unit to another from the worker details > business unit field.
Does the NI letter for PAYE worker auto update according to worker eligibility?
Yes, if the worker age anniversary and the NI letter was set is no longer valid then when the age eligibility met, the system automatically changes the NI letter.
Can you create a worker record under the age of 16?
Yes, our system allows creation of workers under 16. However, this is driven by the configuration to display as warning or error after its created.
Can you create a worker under 21 and mark as an apprentice?
Yes, our system allows creation of workers with apprentice flag enabled and NI letter H. If these not match then the system will display an error as worker status.
If a worker is on NI Letter 'M' and they turn 21, is there a notification to tell the use to change that worker to A?
There is no notification or task for this, system automatically updates the NI letter in the background from M-> A when the birthday meets the period pay date.
Can you set workers as inactive when “Purge Inactive Workers” Configuration is disabled?
Yes, workers inactivity period is derived by the “Inactivity Period” set in the configuration (Configuration -> payroll setup -> inactivity period). Any worker who has not been paid for the period defined under the configuration will be marked as inactive. The inactive worker will not be purged automatically by the system if the “Purge Inactive Workers” configuration is disabled.
Does adding an absence for a worker change worker status from inactive to active?
Yes, adding absences does mark an inactive worker as active because absences are linked to the worker through starter validation. In the event the absence expires then the worker status returns inactive if not further payment has been made.
Suppliers
Where can I access supplier payments?
These can be accessed via the workforce menu > supplier payments. Should include self-bills with ability to download and view in the UI.
How do I know which supplier does the agency/umbrella worker belong to?
Easiest way to find who is the supplier for an agency worker or umbrella worker is by loading the worker details and at the bottom right a link to the supplier should be displayed.
How to setup supplied workers to accrue holidays?
First enable the configuration as (Configuration -> Payroll Setup -> Accrue holidays for supplied workers), then users will need to enable this at the supplier level, to do this, navigate to suppliers, edit the required supplier (one which is linked to the supplied worker) and enable “Accrue Holidays”. Users will then need to navigate to Workers and edit the required worker and assign a holiday scheme. The worker will accrue holidays as per the holiday scheme next time they are paid.
Pensions
Can you change pension status when payment after leaving is active?
No, a warning should appear on screen showing that is not possible to change or update the pension status.
Can you process pension adjustments when payment after leaving is active?
Yes, for adjustment purposes this is possible .
Why is pension refund not executed for a worker?
Depends on the time the worker 'opts out' action is done, but as a whole if the worker has been 'auto enrolled' and choses to 'opt out' within 4 weeks, then full refund will be automatically executed. If the worker 'ceases membership' after 4 weeks of auto enrolment, then no refund will be executed. Worker must be paid a timesheet or a payment in current period to trigger a pension refund.
How do I enable Pension Invoices?
You can enable this feature by navigating to Admin -> Billing Scheme. Edit the required billing scheme and enable the checkbox “Pension Invoice Enabled?”.
Once enabled, does pension invoice apply to all customers/timesheet across system?
No, this is a billing scheme specific configuration and will only apply to customers who belong to this billing scheme.
Can I send pension Invoice via email?
Yes, pension invoice can either be sent individually via email or from the control centre
Does Pension Invoice use backing data?
Yes, pension invoice uses backing data set under customer details or timesheet. However, only customer addresses and contact backing data is used for pension invoices.
What does Pension Invoice contain?
Pension Invoice contains the ER pension totals for the period per customer. The invoices includes total figure and not per worker.
Does Pension Invoice have Oncosts?
Yes, Pension Invoices support oncosts, which can be enabled in the billing schemes. Only ER Pension, Pension Admin Fee and Pension Adjustment oncosts are supported by Pension Invoice.
How are different oncosts displayed in the pension invoice?
Pension Admin Fee, ER Pension costs and Pension Adjustment, are shown as a separate line in pension invoice. These oncosts include respective totals from current period.
Is pension Invoice conditioned on anything to worker effectively?
Yes, pension invoice requires worker to be enrolled in a pension scheme and a timesheet processed against the worker with pay rate in current period. You also need to enable ER Pension Oncosts in the billing scheme.
Do I need timesheet bill rate to trigger pension invoice?
No, pension invoice is based on timesheet pay rate and not bill rate.
How do I setup Pension Adjustment Oncosts?
You would first need to set up the pension adjustment rate. Navigate to Admin -> Rates, find the ER pension adjustment rate and enable “Apportion Costs”. Then enable the Pension Adjustment oncosts in the billing scheme. After this you can create an ER pension adjustment against the worker to appear in the pension invoice.
Does Pension Invoice support MI report?
Yes, MI report for pension invoices can be enabled in the billing scheme. However, this is conditioned on custom backing data in JSON format which is customer (live) specific.
Is Pension Invoice included in Reports?
Yes, Pension invoice is included in “Invoice Report” and can also be accessed from Customer details -> Invoices tab.
Can I manually confirm Pension Invoices?
Yes, you can manually confirm pension invoices just like billing invoices. Any timesheet and/or Pension related transaction added after confirming the existing invoice will create a new pension invoice in the current period.
Would Pension Invoice work if a worker is opted out?
No, worker would have to be enrolled in a pension invoice in current period.
What if my worker gets enrolled in a pension scheme after creating the timesheet?
In this case, you can retrigger the timesheet to include pension enrolled worker in the pension invoice.
Can I create manual pension invoice like billing invoices?
No, currently this is not supported.
What happens to pension invoice when I revert timesheet from previous period?
If ER pension was deducted previously and is refunded in current period, a new pension invoice is generated in current period showing ER pension refund.
Holidays
Why can’t I see current holiday totals for workers who are in the holiday scheme?
It depends on the holiday scheme settings, if the accrual setting is Real time, then holiday accruals will be displayed instantly after the worker is paid in the current period, else if its set as Final Period or Arrears, then the latest accruals figures will be displayed once the period is closed.
Can we switch holiday scheme for a worker?
Yes, this can be done on the worker details page. If the worker was already in a holiday scheme, then switching to another scheme will reset the accruals for the last scheme. A warning message will be presented in the event of changing the holiday scheme.
Where can I see the holiday accruals for the workers?
Holiday totals can be accessed in two methods. First via the worker details > holiday tab or via the Report > Holiday Report.
Can you add/assign holiday scheme for a worker during create?
Yes, holiday schemes can be assigned during worker create. This holiday scheme can also be updated post worker create.
Can you adjust the Holiday Uplift rate mid period?
Yes, but then if worker has already a timesheet or payment then will need recalculating after the holiday scheme update. Any previous periods worked remain intact and does not change.
Can we view the periods worked in the holiday report?
Yes, there is a new column in the holiday report displaying the number of periods per accrual line. This will give you the indication that the period worked as incremented.
Is there a specific rate using the Uplift accrual?
No, there isn't a new rate. The default holiday scheme rates are used to accrue as usual.
Does Uplift apply to Rolled Up schemes?
Not for Rolled up schemes.
How to Enable or Disable holiday Uplift?
Holiday Scheme > Scheme Settings > check to enable or uncheck to disable the Holiday Uplift and click save/update.
Does customer holiday scheme apply to both accruals and payments?
No, customer holiday scheme only applies to holiday accruals. Holiday payments are based on worker holiday scheme and logic.
Does rolled up holiday apply o customer holiday schemes?
Yes, if worker holiday scheme is set as rolled up, customer holiday scheme will also use rolled up logic. However, you cannot set a customer holiday scheme as rolled up .
Can customer holiday scheme be set to use holiday uplift?
Yes, customer holiday schemes can be set to use holiday uplifts and uses existing holiday uplift logic.
Can customer holiday schemes have migration to another scheme?
No, customer holiday schemes cannot be set to use holiday migration from one scheme to another .
How can I assign customer holiday schemes at different levels?
Customer holiday schemes can be assigned at customer, placement or timesheet level. The system follows low level hierarchy i.e. holiday scheme set at timesheet level is given 1st priority, scheme set at placement level is given 2nd priority and scheme set at customer level is given 3rd priority.
Can I set customer holiday scheme without assigning a scheme at worker level?
No, it is required for users to set holiday schemes at worker level to use customer holiday schemes for accruals.
Can I assign same holiday scheme to different customers?
Yes, you can assign the same holiday scheme to different customer, placements and timesheets in same or different periods (as required).
How will I know, which holiday scheme has been used for accrual?
Users can view the holiday scheme used for accrual under worker holiday totals or in the holiday report. Each holiday accrual and payment is recorded as per the scheme used.
Will holiday scheme assigned at placement level auto complete in the corresponding timesheet?
No, holiday scheme set in placement will not be used for the corresponding timesheets; users will have to assign the holiday scheme each time a timesheet is added.
Why can’t I see all the holiday options for customer holiday scheme like worker holiday scheme?
Certain options do not apply to customer holiday scheme hence it contains less configuration settings than other holiday schemes.
How do I know which scheme is created as customer and which is worker?
If the customer holiday scheme configuration is enabled, scheme type is displayed in the holiday scheme page list view. Only schemes of type worker are displayed in worker records and only schemes of type customers are displayed in customer, placement and timesheet.
Does holiday scheme of type customer also apply to placement and timesheets?
Yes, holiday schemes of type customer applies to customers, placements and timesheets.
Payment After Leaving
Do we mark payment after leaving off after the period is closed?
no, the Payment after leaving flag remains as active payment after leaving in the UI. This is to indicate the worker has has PAL before.
Do we mark payment after leaving off after the payment is done?
no, the Payment after leaving flag remains as active payment after leaving in the UI. This is to indicate the worker has has PAL before.
P45s & P60s
Can you generate a P45 to a worker even before closing the P45 task?
Yes, if the worker has left and the P45 task has not been closed then you should be able to generate a p45 from actions menu inside the worker details.
Payroll
Payments & Deductions
Can you reverse a payment after a period is closed?
No, this is not possible because everything is processed and possibly BACS has been sent!
Can you process payments when period is finalised?
You can create the payments, but they will not be processed because period is finalised. Once period rollover then these payments should process automatically by the system.
Can you process a late payment to a worker?
Yes, via timesheet or payment you can select the effective date or period for the late payment, and it will process accordingly.
Can you adjust payments and deductions after period is finalised?
No. Any adjustments need to be done before period is finalised.
Why my worker payment has not been processed?
It could be many reasons. Most common is due to worker has an error due to worker validation checks or the worker has left, or the period has been finalised.
Why can I not set IR35 on payments?
Currently IR35 is only supported for contractor workers and can be activated at the timesheet level. The contractor needs to have the payroll data i.e. Tax code and starter declaration to be processed as "inside IR35".
Can you create overlapping SSP when there are active statutory pay?
Yes, the active statutory pay will be frozen for the SSP days (both waiting days & sick days) and will resume paying once the SSP is over.
How can I cancel a SSP added in previous period?
A previously processed and paid SSP cannot be cancelled, however users can update the SSP to invalidate the Sick Payment. This can be achieved by updating the previous SSP record such that Start Date = End Date. This will create a SSP record with only 1 unpaid Sick Day; Users can then use Other Payment/Deduction to adjust the amount paid through the SSP. The absence history will also reset for the previous SSP.
Please Note: -The transaction history (under previous SSP record) will not be updated as it had been processed and paid in a previous period.
How can I revert a previous SSP and create a new one?
A SSP processed and paid in previous periods cannot be reverted without a period roll back. However users have the option to invalidate a previous SSP and create a new one in current period, ensuring accurate payroll info going forward.
This can be achieved by updating the previous SSP record such that Start Date = End Date. This will create a SSP record with only 1 unpaid Sick Day; Users can then use Other Payment/Deduction to adjust the amount paid through the SSP. The absence history will also reset for the previous SSP.
Please Note: -The transaction history (under previous SSP record) will not be updated as it had been processed and paid in a previous period.
Placements & Timesheets
Can you access payslip or invoice directly from the timesheet detail page?
Yes, both links will be visible in the timesheet details tab.
Can you define which rates are Tax-able or NI-able?
Yes, this can be setup from the admin menu > payroll rule section.
Can you delete a timesheet or payment after a period has been finalised or period is closed?
No, this is not possible.
Can you update a timesheet rate or payment amount after the period has been finalised or period is closed?
No. This is not possible.
If a placement has ended, editing and extending the end date, does it reset the ended status?
Yes, the placement status will be updated from “Ended” to “Inactive” upon updating the end date
Can you update a placement for worker who has already left?
No, placements associated with workers who have been marked as “Left” cannot be updated/modified/deleted.
When is a placement set as “Ended”?
A placement is marked as “Ended” when the account has moved past the placement end date.
When is a placement marked as “Inactive”?
A placement is marked as inactive, when there are no associated timesheets in current period and the placement has not ended yet.
Payslips & Remittances
Can I make amendment to a payslip for a previous week, if the worker has left?
Yes, you have to enable the Payment After Leaving, so that all the data is brought back to the system and changes can be made including Tax, NI, Student Loan, Pension, and YTD figures.
Can I re-send a payslip to a single worker?
Yes, from the payslip page, search by worker and then load the payslip. At the bottom right should be a re-send option if the worker has 'Email' as the send payslip method.
What happens if the worker send method is set to paper?
If Paper is selected as workers sending payslip method, during sending of payslip PurePro will output a PDF version of the payslip. This payslip will be available for downloading from the Account > print runs page.
Billing & Invoices
Customers
How many periods does it take to mark the customer as inactive?
The period defined under the “set workers as inactive” is used to drive inactivity period for customers. Please note, customers will only be marked as inactive when any related placements have been marked as “inactive or ended”.
Invoices
Why can’t I see the invoice template option in the application?
This needs to be enabled in the configuration first (Account -> configuration -> billing setup -> invoice builder template), after enabling you can set invoice templates in billing setup configuration, business unit, billing scheme or customer.
Can I set invoice template in multiple places?
Yes, however the system follows a hierarchy or priority and only one template will be used at a time, refer to screenshot below:
Are credit notes always negative?
No, users have the option to manually create credit notes with both positive and/or negative amounts, as per their workflow.
I created a credit note but it is showing with positive values in the Invoice Report
Please check the credit note amounts, PurePro supports manually created credit notes with both positive and/or negative amounts, as per their workflow.
Admin
Accounts
Where can we add multiple contacts in the application?
You can add multiple contacts under customer details. Places like supplier, account, etc only allow users to add one contact per record.
Can you copy settings from one account to another?
Yes, you can copy settings from one account to another, however this is only allowed during account creation and not after the account has been created. During the account creation process, navigate to “Business info” and set the desired account to copy data from under “COPY SETTINGS FROM ACCOUNT” .
Where can you set Consultant Split?
Users can only configure consultant splits, if there are more than 1 consultant in the system. To set the splits, simply navigate to the Timesheet -> Backing Data and set the Consultant Split.
(Note: - Consultant backing data must be enabled in the Billing scheme)
How can you disable a specific type of worker in the system?
Users can set what type of workers would be allowed in an account, to configure this, simply navigate to Configuration -> System -> Active Engagement Type and set the desired engagement types
How to reset the High Watermark for RTI settings?
Simply Navigate to Admin -> RTI User Settings -> Edit the RTI user settings -> click on the “Reset High Watermark” button on the bottom left of the screen .
You can set currency under at Account Level and at the Configuration Level; which is used where?
Yes, users can set currency at multiple levels within the purepro application.
Currency set at Configuration level (Configuration -> System -> Default Currency Code) is used to set the currency code for the PAYE workers in the application
Currency set as Account level is used as the “Base Currency” in the application is used to assign a currency to different things e.g. totals line in reports, etc
Currency for contractor workers can be set at worker level
Currency for supplied workers can be set as supplier level
Where can I setup the from email for customers sending payslip in the system?
From email can be set under the account details page. To setup this navigate to (Account -> Setup -> Edit the account -> Details -> “From Email used for Email Sending”).
How much is the Employment Allowance for 2025/26
Employment Allowance is 10500 for 2025/26.
What happens when All employment Allowance has been used
Employment allowance is used to claim back ER NI, which can be claimed until the limit has been reached. Once the allowance limit has been reached, no further ER NI can be claimed, and employment allowance is shown as 0 in P32 report. Please note, if some ER NI can be claimed from the allowance period, the P32 report will show that figure and subsequent P32 reports will show 0 in employment allowance.
Business Units
Can I import data for parent business unit from the child business unit?
No, data cannot be imported from child to parent business units as child BU cannot read data from parent BU.
Do I have to specify the business unit in the import files?
No, users don’t need to specify the business unit in the import file, in this case, the application will try to import to the business unit selected on screen in the application.
Can I select a different Business Unit on the Import Screen than the one provided in the file?
Yes, but the system prioritises the Business Unit provided in the file, so if wrong Business Unit is provided in file but right one is selected on the import screen, the import will fail and will display a validation error.
Can I Import data to Child business unit from parent business unit?
Yes, parent business units can access data from child Business units.
Can you create a timesheet for a worker that is in the child business unit, but the customer is in the parent business unit?
If the account has parent business unit selected then this is possible, if the account has child business unit selected then this is not possible because child business units cannot see entities from parent business units. This is for permission reasons.
BACS
Can you reset bacs or finalise period task after sending payslips?
No, once the payslips have been sent then BACS task cannot be reset.
Period Close & FPS
Can you close a period without finalise period?
No, you must finalise period, send BACS to be able to close period. Other tasks are independent and can be completed after.
Can you resubmit FPS?
No, once the FPS has been sent and marked as success then we cannot resubmit.
Can you resubmit FPS if it is failed?
Yes, if the FPS fails then we will highlight the error and mark as failed. Once the error is fixed then should be able to resubmit the FPS from control centre.
How to access the FPS report?
Using the menu, navigate to Payroll and select HMRC outbox. This page will have options to view current and old requests plus its reports.
Why is worker payment not appearing in the FPS or BACS extract?
Most likely because the worker has no payment in the current period, or the worker has failed validation with an error. If the worker is valid and no error, then check if the pay method is BACS to appear in BACS extract.
Control Centre
Is there any way to reset the close tasks from control centre
No, there is currently no way to resend the information from PurePro to Xero. For further help, please contact the PurePro Support Team .
My control centre is stuck on processing payslip/invoice or both, what can I do?
Sometimes, queues are busy which may cause this issue, try re-triggering a timesheet to see it that solves the issue, if not, then try navigating to (Account -> Administration) and process payslip and/or invoice for the period.
Third Party Payments
How do you generate Third Party letters?
Enable the config under Payroll setup -> Enable Third Party Deduction Letters, then you can access 3rd party letters under account details tab “Third Party Letters”. You will need a 3rd party related transaction to trigger these letters e.g. AOE.
Xero Integration
How do I know if the Payroll costs have been Sent to Xero?
Please ensure, your PurePro account is connected to a Xero Organisation. From the control centre, finalise the period and close the "Payroll Costs" task. The control centre logs will inform the user of a successful or failed payroll costs transfer from PurePro to Xero.
Where do I find the payroll costs sent from PurePro to Xero?
Payroll Costs sent from PurePro can be accessed in Xero by navigating to:- {Reports → All Reports → Journal Report → Manual Journal}. Manual Journals are draft version of journal entries and have to be posted/confirmed by the user.
Where do I find the invoices sent from PurePro to Xero?
Invoices sent from PurePro can be accessed in Xero by navigating to:- {Sales → Invoices}.
Can I send Payments & Deductions from PurePro to Xero Invoices?
No, currently only timesheets with valid bill rates can be sent over to Xero.
How do I know if the Invoices have been Sent to Xero?
Please ensure, your PurePro account is connected to a Xero Organisation. From the control centre, finalise the period and close the "Send Sales Invoices" task, followed by closing the "Sales ledger" task. The control centre logs will inform the user of a successful or failed invoices transfer from PurePro to Xero.
Can I send data over to Xero without finalising payroll?
No it is not possible to send data to xero without finalising the payroll for current period. This is not advisable to prevent syncing of inaccurate information between the two platforms.
Can I see what has been sent to Xero?
Yes, Users can download the "Payroll Costs" and "Sales Ledger" from the PurePro control centre after closing the relevant tasks from the control centre. These files contains the data which was processed in PurePro and as been sent to Xero.
Is there anyway to resend the information from PurePro to Xero
No, there is currently no way to resend the information from PurePro to Xero. For further help, please contact the PurePro Support Team .
Where can I check if the account and nominal codes match in PurePro?
Users can verify the Xero accounts {Accounting→ Charts of Accounts} against the PurePro nominal code {Admin → Nominal Codes}. Users will also need to ensure that the PurePro rate {Admin → Rates} is set in accordance with the Xero accounts. For further information, please refer to the Xero Integration guide.
I created a credit note with "Positive" values in PurePro but it has been sent as "Negative" to Xero
As per Xero's workflow, all credit notes (with positive or negative values) are treated as "Negative"
Why does the Invoice report in PurePro not match the Invoices sent to Xero
please check the Invoice amounts (specially in the case of manual invoices and credit notes), the VAT treatment for timesheets and the Nominal Codes used. Please ensure, Nominal Codes and VAT Treatment are same in PurePro and Xero.
What happens when sending invoices to Xero (Sales Ledger task) fails in PurePro
Sending Invoices to xero can fail when there is a mismatch of nominal codes in PurePro & Xero. Any valid invoices and credit notes are sent to Xero and only the invoices with incorrect nominal codes are marked as failed. Users can rectify the nominal codes and resend the invoices to Xero.
How can rectify the nominal code if sending invoices to xero has failed (Sales Ledger task in PurePro)
When the sales ledger task because of an invoice with mismatched nominal code - users can update the timesheet rate with the correct nominal code {Admin → Rates} or correct the nominal code itself {Admin → Nominal Codes}. After making the required amendments, users can close the "Sales Ledger" task from the control centre in PurePro
Worker Portal
How can I access worker portal?
Worker portal can be accessed at https://app.purepro.io
Can I update a user's email?
Yes, Payroll admins have the option to update worker's registered email by updating the user under {Account→ Users}; This will send an "Email Confirmation" email to the user's updated email address.
I have not received the Confirm Email?
Please ensure the user's registered email was updated under user details {Admin → Users} and not under worker details. Click on "Forgot Password" to resend the "Confirm" email; Alternatively contact PurePro Support for further information.
How do I reset the password for a user?
Users can reset password by using the "Forgot Password" by logging in to PurePro Worker Portal.
Search
What parameters can I use to search in PurePro?
Users can easily filter out required data in PurePro using following search parameters: -
Page
Search Parameters
Workers
Reference, First Name, Last Name, NI Number, Postcode
Suppliers
Reference, Name
Placement
Reference, Worker Ref, Customer Ref, worker Name, Customer Name
Timesheets
Reference, Worker Ref, Customer Ref
Payments
Worker Ref, Rate Ref, Worker Name
Deductions
Worker Ref, Rate Ref, Worker Name
Payslips
worker Ref, Worker Name, Supplier Ref, Supplier Name
Customers
Customer Ref, Customer Name, Customer Status, Billing Scheme Ref, Billing Group Ref
Absences
Worker Name, Worker Ref, Absence Code
Reports
How to access EIR report?
Currently, the EIR report can only be accessed via account > setup > administration > EIR report section.
How to reconcile BACS with payroll journal net pay amount?
To reconcile/match the BACS file with payroll journal report, users will need to download the BACS Extract from the control centre and download the Payroll Journal Report (totals only).
The Net pay amount in the Net Pay report should match the total pay amount in the BACS extract.
How to reconcile FPS report totals with payroll journal report?
To reconcile/match the totals on FPS report and the Payroll Journal report, simply download the Payroll Journal report (totals only) and download the FPS report (HMRC Outbox -> FPS Actions -> FPS totals -> Download FPS report). The figures can be matched as.
How to reconcile Now Pension Extract with Payroll journal report?
To reconcile/match the Now Pension Extract with the Payroll Journal report, simply download Now Pension extract from the control centre and download the payroll journal report (totals only). The figures can be matched as:
Data Imports
Can I import a file, if Business Unit column exists in file but not completed?
Yes, Business Unit is not a required field to Import data, in this case, The Business Unit selected on the import screen will take priority.
Can I import data from one account to another account?
No, Data can only be imported in the selected account.
What scenarios/combinations could be there to import data?
Data can be imported for following conditions:
Parent
Parent
Parent
Yes
Parent
Parent
Child
Yes
Parent
Child
Parent
No
Parent
Child
Child
No
Child
Child
Child
Yes
Child
Parent
Parent
Yes
Child
Child
Parent
Yes
Child
Parent
Child
Yes
API
Contractor Update/create -> supplier email not provided, supplier payslip delivery method = paper -> worker email provided, worker payslip delivery method = email. Can I send the request via postman?
Yes, for both contractor update/create worker details take priority and update the provide supplier details. In this case, supplier email will be updated with the worker email and the supplier payslip delivery method will be updated as “Email” .
Contractor update/create -> Supplier email not provided and supplier delivery method = paper -> worker email not provided and worker payslip delivery method = email. Can I send this request via postman?
Yes, but this will raise a validation error for both supplier and worker email. Because the supplier data will be updated with the worker’s, supplier payslip delivery method will become “Email” with a valid email address thus raising an error. This is expected behaviour.
Can I fetch documents, e.g. P60 or P45 directly from API/postman without completing the task in the application?
No, P60 or any other document can only be fetched via the API, only when the relevant task has been completed/closed in the application.
If I fetch documents e.g. p60 or P45 from the API/Postman application, will it close/complete the relevant task in the application ?
No, API/postman can only be used to fetch existing data from the servers. It will not close/complete any task in the application. However, trying to fetch a document e.g. P60 without closing the task in the application will return 200 ok in the postman response with an empty PDF.
Is it possible to access control jobs status via API?
Yes, it is possible to get status of control jobs via the API. To get this information use the “GetControlJobStatuses” endpoint under account. The information also includes the user who completed the task/job along with the timestamp .
Is it possible to see the status of the worker and how?
Yes, it is possible to see the worker status using the Get worker API endpoint. Simply use the Get worker API endpoint with the worker reference and look for status in the response.
Is it possible to create a timesheet with auto placement property?
Yes, you can use the timesheet post endpoint to do this. In the Timesheet POST endpoint remove the placement reference and add worker & customer reference to create a timesheet with auto create placement. Please ensure, auto-create placement is enabled in the account config in the application.
Is it possible to create an agency/umbrella worker without the supplier reference?
No, it is not possible to create a supplied worker without providing the supplier reference. Worker can be created using the PUT worker endpoint.
Is it possible to create a worker/contractor without providing the pay method?
No, it is not possible to create a worker/contractor without providing the pay method, such a request will raise validation error and fail .
Is it possible to update leave date on worker? What other properties are required to be updated at the same time?
Yes, it is possible. You will also need to update the leaver reason property when updating leave date using API.
is it possible to update NI letter on the worker? what other properties are required to update together?
Yes, it is possible to. You will also need to update the worker gender and age where applicable when updating the worker NI letter using API.
How does worker/contractor and supplier email & payslip delivery method work for update and create?
If worker email id is null or blank and delivery method is paper then no email id is required for the worker or supplier.
If worker email id is null or blank and delivery method is email then validation will occur - this is consistent with web application.
If supplier email id is null or blank and delivery method is paper then worker email id is copied to the supplier .
If supplier email is null or blank and delivery method is paper then no email is required or if available, the worker email is copied to the supplier .
The contents of this document, along with any associated documents, are the property of PurePro Solutions Ltd. and are shared in strict confidence with the intended recipient. These materials may not be reproduced, shared, or used in any manner without prior written consent from PurePro Solutions Ltd. Unauthorised use or distribution is prohibited.
The contents of this document, along with any associated documents, are the property of PurePro Solutions Ltd. and are shared in strict confidence with the intended recipient. These materials may not be reproduced, shared, or used in any manner without prior written consent from PurePro Solutions Ltd. Unauthorized use or distribution is prohibited.