Umbrella - My Digital

A to Z software suite for the seamless operations of your Umbrella Business

Whether you are a start-up umbrella wanting an all-in-one set up and go offering, or an established name in the umbrella market, My Digital has the back office solution for you.

Integrated CRM and onboarding functionality and a full chart of accounts with bank matching rules reduces inefficiencies of running multiple applications separately.

Whichever payroll models you run, My Digital Umbrella has got you covered.

From vanilla umbrella to umbrella with expenses, accrued holiday pay, self employed and CIS.

With the emergence of the PEO model, My Digital is at the forefront of model innovation offering mechanisms to recover the employment costs for both the agency and the contractor.

Our contractor portal and app make it easy for workers to submit expenses, hours and view their payslips, whilst our Agency portal allows agencies to view the status of workers they have referred.

End-To-End Solution meaning no delay in data accuracy brought from multiple systems
HMRC recognised for PAYE and CIS
State-of the art powerful payroll engine – run 1000s in minutes
Wide range of payroll models available
High level of automation from cash matching to margin management to HMRC submissions and receipts
Streamlined and simple year end roll over process making a normally complex process able to be completed by anyone

Keep scrolling for a more detailed look at the modules that make up our Umbrella offering!

Onboarding

Take the time out of the onboarding process game. Put it into the converting leads game

Our new People-Hub puts the contractor at the center of the product

Add leads to the system with minimal information and in bulk

Third party integration with Signable and Adobe Sign – send contracts and starter packs with the click of a button. Returning information will be backfilled into the database without the need to rekey

The people dashboard allows you to see contractors with outstanding actions

Pay illustrations sent and stored against a worker record using the different models available in the payroll engine. Each contractor has a document repository for storing files and tags

No need to export the contractor data into a separate payroll or accountancy solution. Once a sign up is complete My Digital provides end-to-end solution covering bookkeeping and payroll

CRM

Focus on closing the deal, not the admin work

Follow the customer’s sales journey with a fully customisable multi-tiered customer management tool allowing you to follow who is at which stage of the sales pipeline.

Each customer record has a clear timeline of all notes and tasks.

Personalised dashboard shows the task list for the day, and calendar view shows a summary of the tasks for each day throughout the month.

Update records and leave future dated tasks for both yourself and other members of the organisation.

Simple traffic lights system will show the status of tasks and whether they are overdue.

Payroll

Drive your business with a Powerful Payroll Engine

Improve the flexibility of you business with a cloud based payroll platform. Simply log in through a browser and run your payroll from any machine connected to the internet, anywhere in the world. My Digital is HMRC recognised for PAYE – rest assured that the payroll run and FPS data sent to HMRC is accurate.

Full auto-enrolment module, ensuring your pension duties are completed
Integrated with HMRC – receive and apply any tax code and student loan changes through the software
Employee Portal – employees can access their payslips and submit expenses online

Financials

Exporting financial data to third party accounting packages is a thing of the past

My Digital Financials is a full suite of accounting tools, completely integrated within our Umbrella and PSC payroll. All account postings are taken care of automatically, payroll data and accounting data are integrated as one, so that the true financial position of the company can be assessed at any moment in time.

Some of the most laborious tasks are automated to ensure that the bank reconciliation, credit control and net wages reconciliations are run with maximum efficiency.

Fully integrated accounting package:

Integrated Making Tax Digital (MTD) compliant VAT returns
Automated bank reconciliation
Debtors management linked to the release of invoices to be processed for payroll
Automated Net Wages Reconciliation to ensure contractors have been paid the correct amounts
Monthly management accounts generated from the software without manual input
Live financial position (P&L and Balance sheet) at any point in time

Reporting

Integrated business intelligence toolset powered by Amazon Quicksight

My Digital Reporting is a service that empowers you to take any of your business data within My Digital and produce a variety of reports and data analytics.

Uncover and pinpoint any strengths and weaknesses in your operations
Build top quality reports
Automated data sync guarantees instant access to the most up-to-date information about your business
Aesthetically pleasing interface
Highly customisable reporting to suit your business needs
Secure data presentation for only the client to access

IR35

Flexible IR35 testing tool to provide a peace of mind

The latest IR35 reforms have generated lots of anxiety in the industry. At My Digital, we believe that as long as you have the right tools, ensuring compliance with IR35 legislation is nothing to be worried about. My Digital IR35 is a flexible tool that can be configured to the needs of Umbrella companies, Agencies or end clients.

Choose your own questions, question weightings and outcomes to suit your IR35 assessment process
Flexible configuration
Job role and assignment level assessments
Distribution of IR35 determinations up and down the supply chain
Assessments stored digitally in the cloud within the contractor record

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Expenses

My Digital Expenses is fully integrated with My Digital meaning as soon as the expense is approved it is accounted for.

Employees can claim and track expenses on the go via an app or portal including receipt imaging.

Our postcode tracker means mileage claims are accurate with no need to manually work out the mileage.

You can also post expenses to specific account codes at the point of claiming – Umbrella App

App

Keep your contractors in the loop

My Digital App brings the functionality of the contractor portal to our mobile app.

A user friendly interface allows contractors to submit and view their expense claims with a dashboard view of the tax year to date, view pay history and download their payslips, P60s and P45s.

Easy to use, intuitive controls
No cost to the contractor
Suitable for both Android and Apple devices

Portal

My Digital offer an employee portal suitable for all role types from PSC director to umbrella contractor to internally payrolled staff.

Contractors can use the portal to:

Submit timesheets and expenses,
View their payslips, P45 and P60
Request new assignments

The privileges are customisable to each user so they only have access to what you want them to see.

My Digital also offers an agency portal, whereby agencies can log on and see the status of the contractors they have referred.

Interested to see more?

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Any further questions?

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