What's new in Snappy

• FeatureNow you can email all reports directly from Snappy. Dedicated buttons on the report toolbar for emailing PDF or Excel reports with last sent time on hover. Uses a new default email template but emails, subject and recipients can all be edited before sending.
• ImprovementCIS P&D Statements can now be exported as separate files per subcontractor or period as well as a bundled PDF for all to match export options for payslips.
• ImprovementFixed the over eager employer list pruning which was removing employers that couldn't be found on startup. Now you'll only get a warning about missing and renamed files when you try to open or use the refresh button with an optional to remove the employer from the list or keep it there. This helps if your files are on a network drive that isn't available when you open Snappy.
• ImprovementBetter isolation of already deducted amounts and shortfalls carried forward for attachment orders. These no longer accumulate with the running balances and can be adjusted at any time.
• Bug FixFixed a bug where fortnightly pay period setup was clamping by the period dates instead of pay date.

Automation Central!! 🚀

Several new batch functions to automate tedious processes and give your workflow a boost.

• FeatureBatch Tax code notices - check for tax code notices for multiple employers and view the results in a sortable table.
• FeatureBatch EPS submissions - Select multiple employers and the indicators you want to include, then submit all EPSs at once. Quick actions to set the tax month and inactivity dates, automatic detection for apprenticeship levy status and validation for no payment/inactivity period ranges.
• FeatureBatch Employment allowance claims - submit all your employment allowance EPSs in one go, employer level selection for eligibility.
• FeatureBatch enable EA - enable the employment allowance in HMRC Payments for multiple employers. The selection table tells you whether an EA EPS has been submitted, if already enabled and from which month and you can select the month you want to enable the EA from for each employer.
• FeatureBatch P30 distribution - Now you can email P30s to your clients individually or in a batch. New fields for employer contact details have been added including Cc and Bcc email addresses, comma separated for multiple emails, new template for P30 emails. For batch emailing the system detects quarterly payers and includes them only for the relevant periods. Email addresses can be added, removed or edited before sending.
• FeatureBatch update employer files - If an app update contains database changes, you can now bypass the prompt to update when opening employer files by updating them all in one go.
• FeatureNational insurance table validation - shows the warning triangle with tooltip in all three payroll views and a banner in the payslip editor when the NI table in use is not allowable based on the employee's age.
• ImprovementBetter handling of pay data imports for multiple schedules of the same frequency.
• Bug FixPayroll summary PDF exports now use the correct UK date format in the file name.

Document password protection and UI improvements

• FeatureAES-256 Password protection now available on all employee document PDFs (export and email) as well as employer reports, P30s, bundled employee docs. Options for shared employer wide passwords, individual per employee, employee data driven, all with individual overrides set in the employees section. You can turn on employee and employer document passwords and set the method in the Employer section (first tab).
• ImprovementPay period dates driven by last [weekday] of the month, e.g. last Friday
• ImprovementCIS Batch editor UI improvements and better handling of saved rates for subcontractors
• ImprovementEmployer wide rates now available as columns on payroll summary reports
• ImprovementWhen sorting employee lists by works number, it now follows a more natural order for numeric and mixed alphanumeric values
• ImprovementVarious minor UI fixes and improvements
• Improvementattachment orders now have fields for amounts already deducted and shortfall carried forward
• Bug FixFixed a bug where some validation errors were silently swallowed on PAPDIS CSV exports (such as missing address fields)

NEST API

NEST integration for enrolments, contributions and payment approvals

• FeatureNow you can submit enrolments, contributions and payment approvals for NEST pension schemes straight from Snappy. We'll be enhancing the NEST integration over the coming weeks to include fetching opt outs and cease contributions requests, matching groups and payment sources and more.
• ImprovementImproved handling of shared apprenticeship levy allowances and fixed an eager validation error for zero allowance amounts

Report templates

Now you can save all report configurations as templates

• FeatureIncludes options to override the default master templates, create new master templates or create employer specific templates. Master templates are available to all of your employers. Overriding the default master templates isn't destructive, you can switch between the default and your customised versions, or fully revert to the defaults at any time. You can save reports from the report generation/edit window, the report toolbar or settings sidebar.

Employer imports & Batch actions for pensions

• FeatureNew batch actions for enrolments, postponements, opt ins/joins, opt outs/ceased contributions and letter issuing. Accessible from the more menu in the payroll section. Simply enter the applicable dates for enrolment actions, then use the letters tab to email, export or print letters and/or mark letters as done. Particularly useful when migrating to Snappy or large employers. Handy filters for new starters, departments, assessment status etc.
• FeatureNow you can import employers from an excel or csv file. The import process validates entries and allows editing before importing. Use the Import employers button on the dashboard (employers tab).
• ImprovementAdded a pending tax code notices counter to both the more menu and the tax code notices row in that menu (Payroll section).
• ImprovementNow you can delete any failed outgoing emails to clear up the list in Employer > Email
• Bug FixFixed a bug in the batch editor on vertical tabbing through multiple items of the same type where it was skipping to the last item on the next employee instead of the first.

Email Scheduling and migration improvements

• FeatureNow you can schedule employee emails to send later using a date and time or quick action options. Emails will be scheduled to send from our servers, you don't need Snappy open once you've schedule emails. Scheduled emails can be viewed and cancelled in the Employer section.
• ImprovementAll document windows now display the last sent or scheduled date and time for Emails.
• ImprovementStatutory Pay - You can now enter parental leave/sick leave on the calendar and include a Paid up to date and Snappy will automatically apply the correct statutory pay from the day after this date as well as the correct entitlements for the full leave period. This is particularly useful if you're migrating to Snappy, whether at the start of the tax year or continuing mid-year.
• Bug FixFixed a bug that meant column changes were being reset when editing a report and fixed payslip options so they now persist properly.

Minor updates and fixes

• ImprovementYou can now view the employee list/table columns for name in all three payroll views by first name > surname or surname > first name using a toggle next to the filter menu
• ImprovementNEST enrolment submission fixed so that address line 2 maps to town/city if there are only two address lines to pass validation with NEST.
• ImprovementUI and performance improvements for imports of large numbers of employees (500+).
• Improvementperformance improvements to the auto enrolment engine for large employers.
• Bug Fixfixed a bug that prevented some employees & AE assessments refreshing immediately after import in the payroll section.

Pay date rule, Tax code notices & Imports

• ImprovementYou can now use last [weekday] of the month as a pay date rule when setting up pay periods.
• ImprovementImprovements to manual employee matching for tax code notices
• ImprovementEmployee Imports - Removed aggressive validation that wouldn't allow + character on phone numbers (e.g. +44).
• ImprovementEmployee Imports - Added parsing logic for Title and Starter declaration to recognise formats from other software.
• ImprovementEmployee Imports - Fixed no scroll on the results step for employee imports

Pensions & UI

NOW:Pensions & AVC improvements

• ImprovementYou can now set the Pay Code and Employee ID (PAYROLLNO) for NOW:Pensions in the enrolments tab. Includes an Apply to all function for quick editing.
• ImprovementAdded a default Pay Code setting in the NOW:Pensions provider settings tab, used for any new enrolments.
• ImprovementEnhanced AVC visibility and inclusion - Contribution modals now include separate columns for AVCs, reports include a toggle option for whether AVCs are included in the regular employee/employer pension amounts or displayed separately.
• Bug FixFixed HMRC Payments section for compatibility with smaller screens and display scaling.

Pensions, Imports, UI fixes

• FeatureAdd Penfold as a pension provider
• ImprovementAdded a function for viewing and changing the employee ID used for PAPDIS schemes so they can be matched to existing employee IDs used by the pension provider.
• ImprovementEnabled editing enrolment dates from the enrolments table in the pensions section.
• ImprovementFixed no scroll on the schedules step (employee import).
• ImprovementFixed no scroll on the filters menu in the payslip editor, batch editor and payroll overview.
• ImprovementChanged the anchor and maximum size for the import employees, import pay data and minimum wage review windows to prevent them drifting off screen on smaller monitors using display scaling.
• Bug FixDisabled the required fields validation when updating existing employees via employee import.
• Bug Fixfixed a bug that was causing a brief 'flash' when switching employees or periods on the payslip editor. All sections update smoothly now.

Various improvements and fixes

• FeatureAdd PAPDIS csv format for various pension providers.
• ImprovementAdd boolean column validation and parsing on employee imports. Now yes/no, y/n, true/false, 1/0 will all be accepted.
• ImprovementAdd more aliases to column headings on employee imports for better matching to exports from other software.
• Improvementcorrected the date format for filenames on some PDF and CSV exports to use UK instead of ISO format.
• ImprovementDefault signatory now updates when changed from the pension letter window, you no longer have to change it in the pension settings.
• ImprovementAuto enrolment letter date now defaults to the assessment or latest action date.
• ImprovementAdded option to withhold tax refunds for zero pay with employer level default + employee override.
• ImprovementImproved behaviour when reopening payslips so that tax codes, NI table and withhold tax refund option used when first finalised are all preserved on reopen. Changing these values after reopening will cascade to subsequent payslips.
• Bug FixFixed labels for tax weekly/monthly reports and added bank details to available columns.
• Bug FixCorrected an error that was preventing some net pay arrangement schemes accumulating YTD totals.

Initial Release

Snappy Payroll is live!! 🥳 😍 🥳 😍