You can update all BIK settings anytime except the BIK type. For example, you cannot update the BIK type Accommodation to any other type. To update, complete the following steps.
To update the BIK, you need to first move to the employee benefits page. However, after you log in to Surf Payroll , there can be the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the employee benefits page are different in each of the above scenarios. The steps are provided below scenario-wise.
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If your business has payrolls not submitted prior the current date, Surf Payroll displays a message recommending you submit them soon. |
The logged in account has a single Business
- Log in to Surf Payroll.
- The Dashboard page appears. On the left panel, click Employee>Benefit in Kind.
- The Employee Benefits page appears. On the Employee Benefits page, select the required employee name.
The logged in account has multiple Businesses
- Log in to Surf Payroll and find the required Business record.
- On the Business page, under the Select a Business heading, click the required Business name. You can also sort the records in the ascending or descending order. To sort, click the column.
If the chosen Business is more than a year old, then you need to select the tax year for which you will manage the payroll.
- The Employees page appears. On the left panel, click Employees > Benefit in Kind.
- The Employee Benefits page appears. On the Employee Benefits page, select the required employee name.
Now that you are on the employee BIK page, complete the following steps.
- On the Employee Benefits page, click the required BIK record under the Benefit Type heading.
- The window with the BIK settings appears. On the BIK settings window, update the record, as required.
- To save the changes, click Save. Verify the changes, if required.
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