Payroll run cycle

Below is a suggested order of processes, please note this is only a recommended order and these may be moved to suit your working practice.

1. Ensure parameter values have been added or amended. E.g. set up new components, deductions, departments, pension schemes etc.

2. Add New Starters and enter all permanent base data changes, e.g. tax codes, salary changes etc. Confirm that the base file is as up to date as possible; however, it is possible to enter permanent data with the run open.

3. Start the pay run.

4. Enter any variable data changes in the pay run.

5. When the input is complete, print off the chosen reports for checking. If further changes to the payroll are needed repeat previous steps until correct

6. Print Payslips and final Management Reports

7. Print cash, cheque or Autopay listings (determined by the pay method). If paying by BACS send data to BACS for transmission

8. Send the Full Payment Submission to HMRC

9. Take a backup before updating the YTD figures.

10. Update the year to date figures.

11. Send the Employer Payment Summary