Review

InTime

Timesheets > Approved

Check timesheets are in and approved

Validation

InPay

Payroll > Payrolls

Check that your InPay payroll periods are in the correct period

Export

InTime

Timesheets > Export

Select payroll frequency and export (This will include timesheets and expenses)

Export

InTime

Notification bell

Wait for confirmation that all timesheets exported successfully. If they don’t, investigate any that have failed

Export

InTime

Pay > Holiday Claims

Approve and export any claims (if you use the InTime > Holiday module)

Payroll Update

InPay

Processes > HMRC DPS

Apply your HMRC notifications (P6’s etc)

Payroll Update: Starter

InPay

Employee > Starter Declaration

Tick “no statement signed” if not received

Payroll Update: Starter

InPay

Employee > Previous Employment P45

If P45 received from employee

Payroll Update: Leaver

InPay

Employee > Leaver

(Individuals) Remember to tick “Issue P45”

Payroll Update: Leaver

InPay

Payroll > Update Leavers

[Optional] Bulk update workers as leavers based on last pay period

Payroll Update: AEO

InPay

Pay > AEOs

You may need to add court details first through Company > Court details

Payroll Update: Absences

InPay

Absence > Absence Entry

Sickness, Maternity, Paternity and unpaid etc

Payroll Update: Ad hoc

InPay

Pay > Adjustments

Add any ad hoc (one off adjustments) - Example: Advance deduction

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)

Pension Update: Opt ins

InPay

Pay > Pension

Enter opt in date in to the opt in date

Pension Update: Enrol

InPay

Payroll > Pension Enrolment

Enrol eligible employees in to the applicable pension scheme

Payroll Update: Holiday

InPay

Employee> Holiday Schemes

If applicable, ensure employee’s are enrolled in to a holiday scheme

Review

InPay

Reports > Standard Reports:

1. Category: Employee| Report: Employee Notes

2. Category: Employee | Report: Exceptions New

3. Category: Pay | Report: National Minimum Wage Report

4. Category: Pay | Report: Pay Summary

5. Category: Pay | Report: Pay Method

6. Category: Employee | Report: Holiday

7. 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

• Reports payments made in the period that fall under minimum wage

• A gross to net report containing totals of payments and deductions made

• A list of the net pay and payment method for each worker

• A summary report detailing holiday accrued, taken and remaining

• A summary view of contributions made in the period, YTD and contirbution %'ages applied

Payroll Update: Payment file

InPay

Processes > BACs Generation

Create your payment file

Payroll: HMRC

InPay

Processes > HMRC Submission:

• Submit your FPS (Full payment submission)

• Submit your EPS (Once per month) - Deadline: 19th of the month following tax month end

Payroll Update: Close

InPay

Payroll > Payroll Processing

Commit your payroll in to the next period

Employer Cost Sync

InTime

Settings: InPay Settings > Synchronise payslips

Update InTime timesheets to include all employer costs for margin reporting