To learn how to run the payroll process, watch the video or follow the steps below.
Click Manage Payroll then for the relevant pay group, click Process Payroll.
Beside Salaries & Allowances, click Run then turn on the Is this your Final Generate? toggle.
Click OK then for the relevant pay group, click Process Payroll.
Beside Payroll Validation, click Run then for the relevant pay group, click Process Payroll.
Beside to Confirm Timesheets, click Run then for the relevant pay group, click Process Payroll.
Beside Payroll Update, click Run then for the relevant pay group, click Process Payroll.
Beside to Complete Update, click Run then, under Bank Processing Date, enter the relevant date.
Click OK then click Yes.
Once you've done this, to check the balance of the payments, we recommend you run the Final Control Reports and generate Payroll Outputs.
📌Note: See details of each task in the sections below.
Salaries & Allowances task
This task generates timesheet details and any positive or negative arrears.
When you turn on the Is this your Final Generate? toggle, this prevents users from making further changes. If you don't turn on this toggle, the task completes successfully, however, you can't run the Confirm Timesheets task.
Payroll Validation task
This task calculates deductions, auto-enrolment, generates the gross to net output and payslip details. Once you complete this task, to view the reports, click the Payroll Checking tab.
Confirm Timesheets task
This closes off the timesheet inputs for the current payroll period. You can reopen the timesheet inputs at any time before you run the Complete Update task. To do this, simply click the three-dot menu next to Payroll Update then click Reverse Timesheets.
Payroll Update task
This regenerates the gross to net and generates the payroll history details.
Once you complete this task, you can view the payroll transaction history for the current period and generate the general ledger.
Complete Update task
This closes the payroll period and moves the pay group into the next period. You can't undo this step, so we recommend you check everything is correct before you run this.
For further guidance, check the processing payroll user guide.