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To process a CIS payroll, the CIS module needs to be enabled. If you don't have access to the CIS module, please contact us for information on how to activate it. |
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Your Workflow Guide
The process outline displayed on this page will take you through the minimum steps required to complete a standard CIS payroll.
Category | App | Menu | Description | Help | |
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| 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 | 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 | ? |
| 5 | Payroll Update: Ad hoc | InPay | CIS > Adjustments | Add any ad hoc (one off adjustments) - Example: Advance deduction | ? |
| 6 | Review | InPay | Reports > Standard Reports:
| Here is a selection of the most common reports used to review payrolls:
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| 7 | Payroll: HMRC | InPay | Processes > HMRC Submission: | Submit your CIS monthly return (once per month) | ? |
| 8 | Payroll Update: Close | InPay | Payroll > Payroll Processing | Commit your payroll in to the next period | ? |
| 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 invoices (You can isolate CIS timesheets by using the payroll filter under the “Advanced” tab) | |
| 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 the payment format 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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