Page Contents

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Your Workflow Guide

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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)	?
3	Export	InTime	Notification bell	Wait for confirmation that all timesheets exported sucessfully
4	Payroll Update	InPay	Processes > HMRC DPS	Apply your HMRC notifications (P6’s etc)	?
5	Payroll Update: Starter	InPay	Employee > Starter Declaration	Tick “no statement signed” if not received	?
6	Payroll Update: Leaver	InPay	Employee > Leaver	(Individuals) Remember to tick “Issue P45”	?
7	Payroll Update: Leaver	InPay	Payroll > Update Leavers	[Optional] Bulk update workers as leavers based on last pay period	?
8	Review	InPay	Reports > Standard Reports: Category: Employee| Report: Employee Notes Category: Employee | Report: Exceptions New Category: Pay | Report: Pay Summary	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	?
9	Payroll Update: Close	InPay	Payroll > Payroll Processing	Commit your payroll in to the next period	?
10	Deduction Sync	InTime	Settings: InPay Settings > Synchronise payslips	Update InTime timesheets to include details of deductions to be applied to the self-bill invoices.
11	InTime: Self-Bill generation	InTime	Pay > Generate Invoices	Generate your IR35 deemed payroll self-bill purchase invoices (You can isolate IR35 deemed payroll timesheets by using the payroll filter under the “Advanced” tab).	?
12	InTime: Self-Bill delivery	InTime	Pay > List invoices (sent status: No)	Click all undelivered purchase invoices (You can isolate IR35 deemed payroll timesheets by using the payroll filter under the “Advanced” tab).
13	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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Frequently asked questions

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