The process outline displayed on this page will take you through the minimum steps required to complete a standard PAYE payroll.
Task | Category | App | Menu | Description | Help |
|---|---|---|---|---|---|
1 | Review | InTime | Timesheets > Approved | Check timesheets are in | |
2 | Export | InTime | Timesheets > Export | Select payrol frequency and export | ? |
3 | Export | InTime | Notification bell | Wait for confirmation that all timesheets exported sucessfully | |
4 | Export | InTime | Pay > Holiday Claims | Approve and export any claims (if you use the InTime > Holiday module) | |
5 | Payroll Update | InPay | Processes > HMRC DPS | Apply your HMRC notifications (P6’s etc) | ? |
6 | Payroll Update: Starter | InPay | Employee > Starter Declaration | Tick “no statement signed” if not received | ? |
7 | Payroll Update: Starter | InPay | Employee > Previous Employment P45 | If P45 received from employee | ? |
8 | Payroll Update: Leaver | InPay | Employee > Leaver | (Individuals) Remember to tick “Issue P45” | ? |
9 | Payroll Update: Leaver | InPay | Payroll > Update Leavers | [Optional] Bulk update workers as leavers based on last pay period | ? |
10 | Payroll Update: AEO | InPay | Pay > AEOs | You may need to add court details first through Company > Court details | ? |
11 | Payroll Update: Absences | InPay | Absence > Absence Entry | Sickness, Maternaty, Paternaty and unpaid etc | ? |
12 | Payroll Update: Ad hoc | InPay | Pay > Adjustments | Add any ad hoc (one off adjustments) - Example: Advance deduction | ? |
13 | Pension Update: Opt out | InPay | Processes > Pension Process (API linked) Pay > Pension (non API linked) | (API, Apply opt outs downloaded to InPay) (Enter opt out date in to the opted out date field) | ? |
14 | Pension Update: Opt ins | InPay | Pay > Pension | Enter opt in date in to the opt in date | |
15 | Pension Update: Enrol | InPay | Payroll > Pension Enrolment | Enrol eligible employees in to the applicable pension scheme | ? |
16 | Payroll Update: Holiday | InPay | Employee> Holiday Schemes | If applicable, ensure employee’s are enrolled in to a holiday scheme | ? |
17 | Review | InPay | Reports > Standard Reports: Category: Employee| Report: Employee Notes Category: Employee | Report: Exceptions New Category: Pay | Report: Pay Summary Category: Employee | Report: Holiday Category: Pay| Report: Pension | 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 A summary report detailing holiday accrued, taken and remaining A summary view of contributions made in the period, YTD and contirbution %'ages applied. | ? |
17 | Payroll: HMRC | InPay | Processes > HMRC Submission: |