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Finance Brief June 2016

Finance Brief June 2016. Top Tips on People First. We have recently published top tips for approvers of EASY claims and expenses. To download go to Top Tips & select the Pay and Expenses category;-. P60s. It’s Easy to access your P60. P60s are now available for 2015/16

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Finance Brief June 2016

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  1. Finance BriefJune 2016

  2. Top Tipson People First We have recently published top tips for approvers of EASY claims and expenses. To download go to Top Tips & select the Pay and Expenses category;-

  3. P60s It’s Easy to access your P60 • P60s are now available for 2015/16 • via EASY (P60s for 2014/15 are also • there) • If you’re not yet registered for EASY then log into the NHSBT network and click here to register with your NHSBT email address. • Contact NHSBT Pay Support on 0121 202 4455 (internal 54455) with any queries.

  4. P11ds It will be Easy to access your P11d 2015/16 P11ds will be available in EASY during June. Details will be published on People First and CONNECT on-line. P11ds for 2014/15 will also be available in EASY. Contact NHSBT Pay Support on 0121 202 4455 (internal 54455) if you have any queries.

  5. Expenses Improvements to duplicate flags in expenses Previously expenses flagged all multiple duplicate items on the same day irrespective of value claimed. Items such as taxis and fares will now be flagged  only when the value is also the same (i.e. those with different values will no longer be flagged). Some items (e.g. hotels and meals) will continue to be flagged when claimed more than once on the same day irrespective of value. This means that fewer items will be flagged and therefore those that are flagged should be checked thoroughly before submitting and authorising any claim.

  6. P11ds It will be Easy to access your P11d 2015/16 P11ds will be available in EASY during June. Details will be published on People First and CONNECT on-line. P11ds for 2014/15 will also be available in EASY. Contact NHSBT Pay Support on 0121 202 4455 (internal 54455) if you have any queries.

  7. Pension re-enrolment – May 2016 On 1st May 2013 Auto-enrolment was introduced in NHSBT. Under the Pension Act 2008, every employer must automatically enrol all employees who are not already in a qualifying scheme, such as the NHS Pension Scheme, into a workplace pension. Under this legislation every 3 years employers have to re-assess employees who have opted out of the workplace pension scheme(s). In May 2016 this affected those who opted out between 1st May 2013 to 30th April 2015. We have written to all those affected to advise them of the action we have taken and what to do next.

  8. Introductory training for Managers & Supervisors - Finance and Procurement Our new one day training launched on 26th May 2016 The next available date is 7th June 2016 Dates through 2016 are now available on the OWD rolling calendar The day is aimed at those with responsibility for staff pay travel and expenses and non-pay expenditure. This programme is essential for all supervisors, line managers and any staff with authority for generating pay or non-pay expenditure.

  9. HMRC E-Mail Scam It has been reported that there are some fraudulent e-mails being sent out relating to tax refunds from HMRC . HM Revenue and Customs (HMRC) will never use texts or emails to: tell you about a tax rebate or penalty ask for personal or payment information Please Click here for examples of e-mails It is advisable not to respond to or click on any links in these e-mails. Forward any suspicious emails or details of text messages to phishing@hmrc.gsi.gov.uk or check HMRC’s guidance on recognising scams if you’re not sure. If you have received a phishing/bogus email related to HMRC, or if you’re not sure if it’s genuine, then details of how to report these can be found here

  10. Service Now Development of Procure to Pay (P2P) query tracking solution Previously no management information available on the effectiveness of P2P query handling. This solution will use the Service Now platform to allow purchasing and Accounts Payable to track queries through the P2P process. The management information provided will show which queries take the most time and effort to resolve, and capture customer satisfaction with the service we provide. Workshop held on 23rd May with key stakeholders to plan suitable way forward. We are aiming to have first phase of implementation by August.

  11. Month end rapid improvement event RIE held on 17th-19th May involving the entire BSA team and a number of finance business partners. The vision for the event was to create a streamlined efficient process for producing high quality accurate management accounts. Unnecessary and duplicated steps to be eliminated. The whole process including checking & validation to be owned by the BSA team with the role of FBP being primarily users of the accounts, not directly involved in their production. Feedback from the RIE was positive with a number of actions to streamline the process, specifically around data being right first time and automating data feeds from one system to another. We will provide further updates as we progress.

  12. Annual Report and Accounts Audit near complete Near final document sent to GAC 3rd June for approval We cant complete and publish in advance of the EU referendum Ian will sign the accounts on 27th June We hope for the accounts to be laid before parliament on the 4th July. Thank you to all who have helped in this process this year.

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