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Your Workflow Guide

Info

The process outline displayed on this page will take you through the minimum steps required to complete a standard IR35 Deemed worker payroll.

Category

App

Menu

Description

Help

1

Review

InTime

Timesheets > Approved

Check timesheets are in and approved

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

HMRC: CIS Verification

InPay

Processes > HMRC Submission

Generate and send a new CIS Verification type

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5

Payroll Update: Ad hoc

InPay

CIS > Adjustments

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

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6

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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7

Payroll: HMRC

InPay

Processes > HMRC Submission:

Submit your CIS monthly return (once per month)

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8

Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

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9

CIS Deduction Sync

InTime

Settings: InPay Settings > Synchronise payslips

Update InTime timesheets with CIS deduction values

10

InTime: Self-Bill generation

InTime

Pay > Generate Invoices

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

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11

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”).

12

InTime: BACs

InTime

Pay > Generate Payments

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

[Optional] Deliver remittance advices created by the payment batch.

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