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The process outline displayed on this page will take you through the minimum steps required to complete a standard PAYE payroll. |
Task | Category | App | Menu | Description |
|---|---|---|---|---|
1 | Review | InTime | Timesheets > Approved | Check timesheets are in |
2 | Export | InTime | Timesheets > Export | Select payrol frequency and export |
3 | Export | InTime | Notification bell | Wait for confirmation that all timesheets exported sucessfully |
4 | Export | InTime | Pay > Holiday Claims | Approve and export any claims (if you use the InTime > Holiday module) |
5 | Payroll Update | InPay | Processes > HMRC DPS | Apply your HMRC notifications (P6’s etc) |
6 | Payroll Update: Starter | InPay | Employee > Starter Declaration | Tick “no statement signed” if not received |
7 | Payroll Update: Starter | InPay | Employee > Previous Employment P45 | If P45 received from employee |
8 | Payroll Update: Leaver | InPay | Employee > Leaver | (Individuals) Remember to tick “Issue P45” |
9 | Payroll Update: Leaver | InPay | Payroll > Update Leavers | [Optional] Bulk update workers as leavers based on last pay period |
10 | Payroll Update: AEO | InPay | Pay > AEOs | You may need to add court details first through Company > Court details |
1011 | Payroll Update: Absences | InPay | Absence > Absence Entry | Sickness, Maternaty, Paternaty and unpaid etc |
1112 | Payroll Update: Ad hoc | InPay | Pay > Adjustments | Add any ad hoc (one off adjustments) - Example: Advance deduction |
1213 | Pension Update: Opt out | InPay | Processes > Pension Process (API linked) Pay > Pension (non API linked) | (API, Apply opt outs downloaded to InPay) (Enter opt out date in to the opted out date field) |
1314 | Pension Update: Opt ins | InPay | Pay > Pension | Enter opt in date in to the opt in date |
1415 | Pension Update: Enrol | InPay | Payroll > Pension Enrolment | Enrol eligible employees in to the applicable pension scheme |
1516 | Payroll Update: Holiday | InPay | Pay > Holiday Schemes | If applicable, ensure employee’s are enrolled in to a holiday scheme |
1617 | Payroll Review | InPay | Reports > Standard Reports: Category: Employee| Report: Employee Notes | A report summarising all employee notes entered. |
InPay | Reports > Standard Reports: Category: Employee | Report: Exceptions New | Reports on exceptions configure through COMPANY > GENERAL | ||
InPay | Reports > Standard Reports: Category: Pay | Report: Pay Summary | A gross to net report containing totals of payments and deductions made | ||
InPay | Reports > Standard Reports: Category: Employee | Report: Holiday | A summary report detailing holiday accrued, taken and remaining | ||
InPay | Reports > Standard Reports: Category: Pay| Report: Pension | A summary view of contributions made in the period, YTD and contirbution %'ages applied. | ||
17 | Payroll: HMRC | InPay | Processes > HMRC Submission: |
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