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Buddy Monthly Product Roundup: What's New for Payroll Bureaus?

February 4, 2025

Happy New Year! We're kicking off January with exciting updates from Buddy, designed to make payroll management faster, and more accurate for bureaus like yours.

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.buddy.hr/uk/a/product-updates-from-buddy-january

From enhanced data migration to time-saving automation features, these updates are built to tackle real-world payroll challenges and give you more time to focus on growing your business.

Key Product Updates

Here's a breakdown of what's new, why it matters, and how it can benefit your team.

Employee Upload/Data Migration

Bringing on new clients or managing existing ones often involves complex data migrations that can be tedious and time-consuming. Buddy's enhanced Employee Upload/Data Migration tool aims to eliminate the hassle by automating and streamlining the process.

This feature upgrades Buddy's existing migration tool by introducing advanced logic that handles even the most intricate data formats, reducing the need for manual adjustments.

With the Employee Upload feature, you can:

  • Onboard new clients seamlessly by importing their data in just a few steps.
  • Handle diverse file formats with built-in compatibility checks, saving you the effort of reformatting spreadsheets.
  • Automatically identify mismatched fields, ensuring accurate data uploads.

Payroll Parallel Runs

Setting up parallel payroll runs can often feel like a chore, with hours spent double-checking data and testing systems for accuracy. Buddy's update significantly reduces this process, helping you save time while ensuring reliability.

‍Parallel runs let you test payroll calculations for a new client or system without affecting live data, comparing results for discrepancies.

With this feature, you can:

  • Set parallel run dates in minutes with an easy-to-use interface.
  • Automatically flag inconsistencies in payroll data for quicker corrections.
  • Provide a detailed breakdown of test results for better insights.

Search for Payslips on Payroll View

Finding specific employee payslips for larger clients can often be time-consuming. Buddy's new Search for Payslips feature addresses this by making it easy to locate employee records directly from the payroll view.

A search tool within the Payroll View that allows users to find employee payslips using details like NINO, name, or reference numbers.

Time is money, especially when dealing with high-volume payrolls. By reducing the time it takes to find specific records, bureaus can focus on resolving issues faster.

Search for Payslips enables you to:

  • Locate employees by National Insurance Number.
  • Filter payslips by unique reference codes.
  • Review payroll discrepancies without navigating multiple screens.
  • Ensure faster resolution of client queries.

Release Notes: What Else Is New?

Beyond these features, Buddy has introduced several additional updates aimed at improving customisation options for payroll bureaus. Here are the new additions:

Advanced client management

Managing client data just got easier with new organisational tools. You can now assign clients to specific teams, tags, and assignees, making categorising and prioritising your workload simpler.

Advisor Client List.png

See:Manage Clients by Teams, Tags, and Assignees

Filters allow you to track client statuses, such as setup or parallel runs, ensuring you always know where things stand.

Custom report builder

The revamped report builder now allows users to create highly tailored reports. Advanced options include concatenating multiple values into a single column and performing arithmetic calculations within the export.

Custom Report Builder.png

See:Report Builder: Creating Custom Reports

Reports can be exported in formats such as .csv, .xlsx, or fixed-space .txt files. You can also drag and drop to customize column layouts, giving you complete control over the structure and content of your reports.

Pro-rata improvements

Salary pro-rata calculations are now more flexible than ever. You can choose percentages, working days, or calendar days to suit specific payroll requirements. These updates allow you to apply pro-rata adjustments across various payroll frequencies.

pro-rata improvements.png

Payslip customisations

Every bureau's clients have unique needs, and Buddy's new payslip customisation options reflect that. Based on client preferences, you can now hide or show elements such as roles, QR codes, and period dates.

Bulk salary adjustments

Updating salaries across multiple employees has been streamlined with advanced bulk adjustment capabilities. These updates include filtering options to pinpoint incomplete payslips quickly.

Additionally, statutory pay items, such as Sick Pay, can now be applied in bulk, saving significant time and reducing the likelihood of errors.

(Read the Full Release Notes Here)

What's Next?

With these updates, Buddy continues to help payroll bureaus save time, reduce admin, and streamline workflows.

Whether it's onboarding new clients faster, managing payroll items, or finding employee records in seconds, these features are here to make your work simpler and more efficient.

Start a free Buddy trial to experience these updates firsthand.

Why leave it there?

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