Your Workflow Guide
The process outline displayed on this page will take you through the minimum steps required to complete a standard Umbrella, Ltd and self-employed worker payroll. If you do not use the “Advice note” module, you can skip those steps.
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 | 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:
| ? | |||||
| 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: Advice note generation | InTime | Pay > Generate Advice Notes | Generate your advice notes (recommendation, use the Search: Date Ranges Tab > Exported Date field to filter timesheets marked as exported in point 2) | |
| 5 | InTime: Advice note delivery | InTime | Pay > List Advice Notes (sent status: No) | Highlight all undelivered advice notes and click “Send” | ||||||
| 6 | InTime: Advice note invoice matching | InTime | Pay > List Advice Notes (supplier invoice status: Un-Matched) | Review and “accept” uploaded supplier invoices. If you are uploaded supplier invoices on behalf of your workers, you would also complete this during this acceptance stage | ||||||
| 7 | 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 self-bill purchase invoices (recommendation, use the Search: Date Ranges Tab > Exported Date field to filter timesheets marked as exported in point 2) | ||||
| 8 | InTime: Pay invoice delivery | InTime | Pay > List invoices (sent status: No) | Click Highlight all undelivered purchase invoices (You can isolate CIS invoices by using the payroll filter under the “Advanced” tab”) | 12and click “Send” | |||||
| 9 | 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 | ? |
Frequently
asked questionsAsked Questions
In addition to the above, we have also provided some answers to the most frequent questions asked.
My contractor’s past payments were deducted at 30% (or higher rate), they are now CIS registered with a 20% deduction rate. Can I back date the Tax treatment to the correct amount?
No. Assuming you have re-verified the contractor, you should adjust the contractor record to the 20% CIS tax status on InPay. Any future payments will be deducted at the new rate.
You and the contractor should consult with HMRC directly regarding any deduction overpayments made.
I need to re-verify a contractor through InPay, how do I do this?
Contractors can be re-verified through InPay by removing any stored verification number from their record. Records without any verification numbers will automatically be included in your next CIS verification request.
Caution should be applied when removing any verification numbers. For example, this approach should only really be used when a verified contractor has not been included in a CIS return for 2 or more years.
Some of my CIS contractors don’t want to operate on a self-bill invoicing basis.
What is the difference between self-billing and advice note?
An indicator on the worker record differentiates between self-bill and advice note. If you have agreed to self-bill you workers, InTime will generate and invoice to you on-behalf of the worker which can then be processed for payment. This process doesn’t require the worker to upload any documentation. Workers with an advice note arrangement have the ability to log in to InTime and upload their invoice against an advice note (and advice note is simply a breakdown of timesheets and expected invoice value).
Why should I mark my Umbrella, LTD or Self-employed worker timesheets?
There are a number of reasons as to why you may need or should mark timesheets for these worker types as exported:
Updated Timesheet Status - The timesheet status will update from “Approved” to “Exported” which will remove those timesheets from the Timesheets > Approved list. This will help ensure that only current approved timesheets appear within that screen.
Exported date timestamp - Every timesheet exported is timestamped with the date and time the export routine was carried out. This can be useful for reporting purposes.
Invoice Generation Filter - Following the export of timesheets, you can choose to filter on timesheets that you have approved at a paticular time, ensuring that you only process timesheets you have exported for payment.
Output files - Depending on your configuration, InTime may produce an output file for all exported timesheets that you may need to send on to a third party.