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- Financial Services HRMS
- Process
- Payroll run and filing review
Payroll run and filing review
Payroll Admin prepares a run for a named calendar and period, then the named approver decides whether its totals can be posted. The team can follow the same case across linked records instead of treating each screen as an isolated task.
Step by step
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Calendar Payroll Admin
Payroll Admin confirms the employee’s entity, country and period against the pay calendar.
- Confirm entity, country and period
- Updates Payroll calendars, Employees
-
Run Payroll Admin
Payroll Admin sets the period, pay date and run type.
- Set period, pay date and run type
- Updates Payroll runs
-
Statements Payroll Admin
Payroll Admin inspects each statement’s earnings, deductions and tax lines.
- Inspect earnings, deductions and taxes
- Updates Pay statements, Pay statement lines
-
Approval Payroll Admin
The named approver reviews totals; Payroll Admin records the approved decision before posting.
- Review totals and record the decision before posting
- Updates Payroll runs
ApprovalA person approves before the work moves on. -
Filing Payroll Admin
Payroll Admin tracks the filing due date and external confirmation separately from payment.
- Track due date and confirmation
- Updates Tax filings, Tax jurisdictions
Who does what
Roles and permissions- Payroll Admin
- , CHRO / VP People, Admin.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.