Review

InTime

Timesheets > Approved

Check timesheets are in and approved

Export

InTime

Timesheets > Export

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

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Export

InTime

Notification bell

Wait for confirmation that all timesheets exported sucessfully

HMRC: CIS Verification

InPay

Manual

Processes > HMRC Submission or

CIS > Worker: Verification No

Generate and send a new CIS Verification type

Manually verify (through HMRC gateway or employer helpline) - Add verification number to worker record

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Payroll Update: Ad hoc

InPay

CIS > Adjustments

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

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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: CIS Worker List

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

• Contains a list of CIS workers, their current deduction status, UTR and verification number

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Payroll: HMRC

InPay

Processes > HMRC Submission:

Submit your CIS monthly return (once per month)

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Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

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CIS Deduction Sync

InTime

Settings: InPay Settings > Synchronise payslips

Update InTime timesheets with CIS deduction values

InTime: Self-Bill generation

InTime

Pay > Generate Invoices

Generate your CIS invoices (You can isolate CIS timesheets by using the payroll filter under the “Advanced” tab)

InTime: Self-Bill delivery

InTime

Pay > List invoices (sent status: No)

Click all undelivered purchase invoices (You can isolate CIS invoices by using the payroll filter under the “Advanced” tab”)

InTime: BACs

InTime

Pay > Generate Payments

Consolidate your purchase invoices in to a single payment batch (download the payment format and upload to your bank)

[Optional] Deliver remittance advices created by the payment batch

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