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Info

The process outline displayed on this page will take you through the minimum steps required to complete a standard CIS payroll.

12

Category

App

Menu

Description

Help

1

Review

InTime

Timesheets > Approved

Check timesheets are in

2

Export

InTime

Timesheets > Export

Select payroll frequency and export (This will include timesheets and expenses)

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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

HMRC: CIS Verification

InPay

Processes > HMRC DPS

Apply your HMRC notifications (P6’s etc)

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6

Payroll Update: Starter

InPay

Employee > Starter Declaration

Tick “no statement signed” if not received

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7

Payroll Update: Starter

InPay

Employee > Previous Employment P45

If P45 received from employee

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8

Payroll Update: Leaver

InPay

Employee > Leaver

(Individuals) Remember to tick “Issue P45”

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9

Payroll Update: Leaver

InPay

Payroll > Update Leavers

[Optional] Bulk update workers as leavers based on last pay period

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10

Payroll Update: AEO

InPay

Pay > AEOs

You may need to add court details first through Company > Court details

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11

Payroll Update: Absences

InPay

Absence > Absence Entry

Sickness, Maternaty, Paternaty and unpaid etc

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Submission

Generate and send a new CIS Verification type

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5

Payroll Update: Ad hoc

InPay

Pay CIS > Adjustments

Add any ad hoc (one off adjustments) - Example: Advance deduction

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13

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)

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14

Pension Update: Opt ins

InPay

Pay > Pension

Enter opt in date in to the opt in date

15

Pension Update: Enrol

InPay

Payroll > Pension Enrolment

Enrol eligible employees in to the applicable pension scheme

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16

Payroll Update: Holiday

InPay

Employee> Holiday Schemes

If applicable, ensure employee’s are enrolled in to a holiday scheme

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176

Review

InPay

Reports > Standard Reports:

  1. Category: Employee| Report: Employee Notes

  2. Category: Employee | Report: Exceptions New

  3. Category: Pay | Report: Pay Summary Detailed

  4. Category: Employee | Report: Holiday

  5. Category: Pay| Report: Pension

Here is a selection of the most common reports used to review payrolls:

  • A report summarising all employee notes entered

  • Reports on exceptions configure through COMPANY > GENERAL

  • A gross to net report containing totals of payments and deductions made

  • A summary report detailing holiday accrued, taken and remaining

  • A summary view of contributions made in the period, YTD and contirbution %'ages applied

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187

Payroll: HMRC

InPay

Processes > HMRC Submission:

  • Submit your FPS (Full payment submission)

  • Submit your EPS (Once per month) - Deadline: 19th of the month following tax month end

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198

Payroll Update: Payment file

InPay

Processes > BACs Generation

Create your payment file

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209

Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

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