CIS - Typical workflow process

The process outline displayed on this page will take you through the minimum steps required to complete a standard PAYE payroll.

	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	?
18	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	?
19	Payroll Update: Payment file	InPay	Processes > BACs Generation	Create your payment file	?
20	Payroll Update: Close	InPay	Payroll > Payroll Processing	Commit your payroll in to the next period	?