Welcome to our Workflow Guides Hub! This page connects you to a series of comprehensive workflow guides designed to help you get started.
PAYE Implementation Steps
The PAYE implementation steps provide guidance on the one-off tasks you need to complete to sucessfully migrate your PAYE data.
Select the appropriate option to view the migration guide specific your set up requirements. If you are unsure, please consult with your implementation engineer.
My InTime system will be linked to my CRM (or front end) system.
My worker records will be created in InTime first and syncronise to InPay.
My worker records will be created in InPay first and syncronise to InTime.
Payroll
We recommend completing the following payroll steps before generating your sales invoices. Some of these modules may not be available to you.
Umbrella, Ltd and Self-Employed Payroll
Sales
We recommend completing your payroll before generating your sales invoices. This will often avoid the need for sales credits where corrections are identified during the payroll process.
Sales invoicing