1. Coronavirus Job Retention Scheme, Transfer of Holiday Accruals: Workers whose Furlough Pay has been managed through the specific CJRS tools provided by Site Manager, will have accrued holidays whilst on Furlough. A new program has been created to make it easy to transfer these holiday accrual days from the Furlough Site, back to the regular worked Site(s) as appropriate to each worker. For a detailed explanation of how to use this new feature, please see the FurloughHolidayGuide.pdf in the Crib Sheets folder.
2. Coronavirus Job Retention Scheme, Furlough Reclaim CSV extract: This extract has been revised to incorporate the new ‘Statutory Leave Returner’ field that was belatedly introduced by HMRC. Please note that this field has no correlation to any existing construct within Site Manager and will therefore be unpopulated. If you consider you need to set this flag for any worker, you can do so by editing the extract manually and setting this field to ‘Yes’ for the appropriate worker(s).
3. Coronavirus Job Retention Scheme, Holiday Pay for Leavers: A new facility has been added to facilitate paying leavers holiday pay for leavers who have accrued holiday whilst on furlough: In the absence of any manual intervention, the accrual of holiday pay would have been based on pay received, which for furloughed workers – would have been at a reduced rate of (say) 80% rather than an accrual based on 100% of pay that they may have been contractually entitled to.
   To assist those employers that wish to pay leavers holiday pay accrued on the Furlough Site such that they are paid based on 100% of contractual pay rather than at a reduced furlough pay, we have introduced some ‘pop ups’ during the process of paying leaver’s holiday pay. These ‘pop-ups’ will ease the process of uplifting the holiday pay that was accrued whilst on furlough back to 100%. Details of this process are included in the FurloughHolidayGuide.pdf found in the Crib Sheets folder.
4. Regular Hours Report / Export: A new reporting facility has been added to the Staff tab:This report / extract shows the regular hours and rates of pay for Staff within a given Pay Cycle, with a raft of additional detail such as Client, Site, Hourly Pay etc. This may be of use to users who may choose to use the Job Support Scheme and wish to report on Regular Pay.
5. Job Support Scheme, Hours Comparison Report: In order to assist with the new Job Support Scheme, the Hours Comparison Report found within Pay Cycle> H. Reports> U. Hours Comparison Report has been improved to offer more flexibility when viewing the data within Excel.
6. Archived Stock Data: A new facility to enable Archived Stock data to be exported has been added. This will allow users to use external tools such as Excel to analyse this data, should they wish.
7. Workplace Pensions’ extracts, NI Number: When Pensions are calculated within a given Pay Cycle, Site Manager takes note of the NI Number that is present at the point of calculation in order to use the correct basis of deduction within HMRC rules. Previously, this same NI number would be notified to the Pension company via the Pension’s extract. This could cause problems where the NI number was not known in a past Pay Cycle but became known later, especially for those Pension Companies that rely heavily on the NI Number for worker identity. The extracts have been changed to use the NI number that is present on the Staff record, at the point that the extract is produced. This enables missing NI numbers to be entered today, that will be used for a past periods’ extract, which will help to reduce the incidence of records being rejected for want of an NI Number.

CL-Changes-for-v7.11.5

FurloughHolidayGuide