CIS - Typical workflow process

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
1	Review	InTime	Timesheets > Approved	Check timesheets are in
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	Processes > HMRC Submission	Generate and send a new CIS Verification type	?
5	Payroll Update: Ad hoc	InPay	CIS > Adjustments	Add any ad hoc (one off adjustments) - Example: Advance deduction	?
6	Review	InPay	Reports > Standard Reports: Category: Employee\| Report: Employee Notes Category: Employee \| Report: Exceptions New Category: Pay \| Report: Pay Summary Detailed Category: Employee \| Report: CIS Worker List	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 Contains a list of CIS workers, their current deduction status, UTR and verification number.	?
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	?
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