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CIS Construction Industry Scheme

Adding a pre-verified CIS subcontractor

Adding an un-verified CIS subcontractor

Reverifying a CIS subcontractor

Changing a CIS subcontractor's details

Change subcontractor's deduction percentage

Paying CIS hourly by timesheets

Paying CIS hourly from hours worked

Paying invoiced CIS labor

Paying invoiced CIS materials & other expenses

Getting the CIS "Payment and Deduction statement"

Filing the "CIS monthly"

Stop CIS monthly reminders
12 videos, with a playing time of 39 minutes
Expenses

One-time benefit-in-kind

Repeating benefit-in-kind

Company arranged benefit

Employee arranged benefit

Benefit-in-kind co-pay deduction

Submitting expense claims

Resubmitting expense claims

Approving & declining expense claims

Expense claims on a specific date

Deleting an expense claim

Repeat payable reminders

Repeat payable payees

Repeat payable description

Adding everyone to a repeat payable

Deleting a repeat payable

Repeat payable start & end
16 videos, with a playing time of 32 minutes
A. Assets transferred
2 videos, with a playing time of 4 minutes
B. Payments made on behalf of employee
1 videos, with a playing time of 2 minutes
C. Vouchers and credit cards
2 videos, with a playing time of 4 minutes
D. Living accommodation
1 videos, with a playing time of 1 minute
E. Mileage allowance
1 videos, with a playing time of 2 minutes
F-G. Cars and vans, and car and van fuel

Setting up a company vehicle

Finding a vehicle benefit

Sharing a vehicle

Vehicle deductions for private use

Private fuel

Employee pays part of company car cost
6 videos, with a playing time of 12 minutes
H. Low interest loans
1 videos, with a playing time of 1 minute
I. Private medical
1 videos, with a playing time of 3 minutes
J. Qualifying relocation
1 videos, with a playing time of 4 minutes
K. Services supplied
1 videos, with a playing time of 3 minutes
L. Assets placed at employee%27s disposal
1 videos, with a playing time of 3 minutes
M. Other items
1 videos, with a playing time of 2 minutes
N. Expense payments on behalf of employee
1 videos, with a playing time of 2 minutes
General

Changing wallpaper & theme

Your home screen

Finding a deleted person

Deleted items

Installing on your smartphone or laptop

Emailing yourself a reminder

The "People" report

The "Jump" menu

Using keyboard shortcuts

The side menu

How we keep our software reliable

Search inside
12 videos, with a playing time of 30 minutes
Bookmarks

Creating a bookmark

Changing bookmarks

Sharing bookmarks

Showing bookmarks at "Finish"

Using inserts in bookmarks

Deleting a bookmark
6 videos, with a playing time of 10 minutes
Email signature
3 videos, with a playing time of 5 minutes
History
2 videos, with a playing time of 4 minutes
Locations
3 videos, with a playing time of 6 minutes
Login

Changing password

Log in & log out

Resending a login invite

Resetting your login password

Resetting another's login password
5 videos, with a playing time of 8 minutes
HR Automation

Docs & letters

Single use letters

Single use docs

Formatting

Unconfirmed letter & doc emails

Changing doc or letter type

Changing the disciplinary doc

Changing doc person

Doc cloning

Editable docs signed by employee, sent to manager

Manager editable docs signed by both

Manager editable docs signed by employee

Uneditable docs signed by employee, sent to manager

Who can reuse a doc

Deleting a doc

Dismissal with garden leave

Downloading & printing docs

Letters & docs confirmed with "Got it"

Dismissal with work 'til last day

Dismissal during first month

Dismissal for gross misconduct

Dismissal with pay in lieu

Issuing a disciplinary

Resignation, and you've NOT agreed

Resignation, and you've agreed

Docs history

Issuing a hearing

Reporting a correction

Agreement doc setup

Striking from the record

Turning off disciplinary docs

Disciplinaries history

File notes vs write-ups

Using inserts

Job grade onboarding docs

Pay batch onboarding docs

Doc pick lists

Doc "Edit, for resend"
38 videos, with a playing time of 2 hours (total of 133 minutes)
Onboarding
3 videos, with a playing time of 10 minutes
Org

Setting the week's first day

Creating a new org

Org chart changes

Org chart PDFs

Assessment metrics

Using job grades

Suggested departments

Suggested divisions

Suggested job titles

The "Actions" report

The "Log ins" report

Closing your org

Info shared between orgs

Admin org charts

Management org chart
15 videos, with a playing time of 33 minutes
Pay batches

Changing PDF paper size

Deleting a pay batch

Suspension period days

Paying paystubs

The "Already paid" report

Sending paystubs

Unique Taxpayer Reference (UTR)

HMRC notices

Setting a person's pay batch

Payday admins
10 videos, with a playing time of 26 minutes
Payroll

Payrolling benefits & P11D's

Employment type

Entering a National Insurance number

Multi-paystub PDF

Overtime pay

Night pay

Scheduling a future pay rate

The NI category letter

Tracking minimum wage

Secondments

Target hours

Setting tax codes

Setting directorships

HMRC Tax Filing company connection

HMRC Tax Filing paid preparer connection

Temporarily halting pay

Per year, per month, or per hour

The pay summary

Advanced tax settings

Show pay as...

Tax for UK veterans

Minimum wage restrictions

Previous job
23 videos, with a playing time of 1 hour (total of 66 minutes)
EPS Employer Payment Summary

EPS: Opening the EPS monthly

EPS: No payroll payments

EPS: Employment Allowance

EPS: Recoverable amounts

EPS: Apprenticeship Levy

EPS: Bank account changes

EPS: Stop being an employer

EPS: Sending the EPS monthly

EPS: Changing a sent EPS
9 videos, with a playing time of 20 minutes
Payees

Adding your payday bank account

Doing split payday payments

Deleting a payday bank account

Adding the bank account to pay payroll
4 videos, with a playing time of 8 minutes
Payslips

Checking paystubs before paying

Paystub hours worked

Paystub Tax Filing status

Downloading & printing paystubs

Deleting a paystub
5 videos, with a playing time of 12 minutes
Schedules

Types of pay schedules

Changing your pay schedule

Setting payday dates

Bridging from one pay schedule to another

Deleting a pay schedule
5 videos, with a playing time of 10 minutes
Tax forms
1 videos, with a playing time of 2 minutes
P45
2 videos, with a playing time of 5 minutes
P60
2 videos, with a playing time of 4 minutes
People

Setting the language

Setting your name

Deleting a person

Seeing all your people's activity

Following & ghosting

Setting your PDF doc PIN

Setting date of birth

Managers & supervisors

IQ score

Childbirth & maternity certificate

Setting contact details

Setting your doc signature

Emergency contact info

Setting gender and name title

Medical & doctor info

Personal info & home address

Typing speed

Employee ID

Light and dark themes

Temporarily blocking access

Updating your portrait

The 12-month calendar

Confidential notes

No admin permissions

Org admin permissions

Payroll admin permissions

Setting date joined
27 videos, with a playing time of 51 minutes
Projects

Using projects

Creating projects

Workers in projects

Owners in projects

Observers in projects

The project summary

Deleting a project
7 videos, with a playing time of 16 minutes
Time and Attendance

Limiting timesheet edits

"Timelines" report and notes

Time slider steps

Excusing absences

Working past midnight

Switching projects

Turning on planned times

Attendance averages

The "Timelines ... weekly" report

The "Timelines ... daily" report

The "Absences 30 days" report

The "Absences list" report

The "Daily hours" and "Weekly hours" reports

The "Feeling" report

The "There" report

The daily timesheets email

Forgetting to stop your clocked-in timesheet time
17 videos, with a playing time of 43 minutes
Timesheets

Finishing up your working day

Using timesheets

Starting, and going on break

Copying planned times

Deleting a timesheet

Overwrite planned time with done time

Adjusting the absence trigger

Locked timesheets
8 videos, with a playing time of 20 minutes
Total 255 videos, with a playing time of 11 hours (total of 651 minutes)
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