Payroll handoff

Payroll handoff brings the relevant source records into one operating path. A biweekly run includes an approved overtime week and approved leave. Payroll Admin checks the source records, records and checks statements, and inspects earnings and deduction lines. Admin records the approved state after the responsible reviewer compares gross and net totals. The person link, effective date and current status give the next team a way to understand the decision without relying on a typed name or an email thread.

A preparer should check the record before handing it off. The reviewer needs the source dates and amounts in context, plus the authority to return a disputed item. When a correction is needed later, the team should retain the original record and explain the new effective value.

• Prepare. Payroll Admin starts with approved time, leave and pay-period totals and checks the employee link.
• Review. The assigned reviewer checks the record and its dates before a downstream team relies on it.
• Follow through. A biweekly run includes an approved overtime week and approved leave. Payroll Admin checks the source records, records and checks statements, and inspects earnings and deduction lines. Admin records the approved state after the responsible reviewer compares gross and net totals.

Assign each person to a calendar and agree cutoff days, pay date, correction handling and the approval authority. Identify how payment and accounting results will be reconciled. Define which person owns initial entry, who makes the decision, and which point closes further routine edits. Review the same rule for a normal cycle and a late correction. If the relevant employee changes role or department, keep the source period understandable to the next reviewer.

Use a representative worker and one pay period to settle the convention. Enter a real date range, assign a responsible reviewer and inspect the resulting status. The team can then compare the source against the next record before broadening access to everyone.

A biweekly run includes an approved overtime week and approved leave. Payroll Admin checks the source records, records and checks statements, and inspects earnings and deduction lines. Admin records the approved state after the responsible reviewer compares gross and net totals. Ask the recipient to find the source record using the person and period, then explain what was accepted and what would be returned. Rehearse a rejected or corrected version as well. A decision is useful only when the preparer can see what to change and the next team can tell which value is final.

• Payroll approval queue — Pending runs with period dates and totals, with the person and current state in view.
• Pay statements for review — Employee statements tied to the period and run.

Read hours and leave, payroll, the data model and roles to rehearse the complete path.