Payroll and benefits

Payroll Admin starts from a payroll calendar associated with an employing entity, country, currency and frequency. A run holds its period, pay date, run type, status, approving employee and totals. Each employee statement belongs to the run and has period dates, currency, gross, deductions and net. Statement lines distinguish earnings, pre-tax and post-tax deductions, taxes and employer amounts. The line is where the reviewer can examine the code, description, quantity, rate and amount behind a total.

• Calendar. Set the pay frequency and cutoff for the legal entity and country before preparing a period.
• Statement. Review each employee’s pay and the earning, benefit, deduction and tax lines that make up the result.
• Decision. Keep a named approver on the run and advance status through approval, posting, payment and close in order.

Payroll policy varies by entity and jurisdiction. Confirm pay calendars, employee assignment, tax jurisdictions and the earning and deduction codes with payroll specialists. A benefit plan has an effective range, country, employee class, carrier and contribution percentages. An enrollment records the employee, plan, tier, dates, contribution amounts and status. Agree when an active enrollment affects pay. Tax filing records have a jurisdiction, due date, amount and filing status; they need reconciliation to the applicable run.

Set a review of approved time, leave and employee changes before payroll calculation. The employee’s base salary and currency should match the current authorized employment terms. If a pay statement looks wrong, trace the affected line and source record before advancing the run. The run has separate statuses for calculation, approval, posting, payment and closure so the team can see what remains to do.

For a regular period, Payroll Admin selects the correct calendar and checks the period and pay date. An employee with approved overtime has hours on a timesheet and a corresponding earning line on the statement. An active benefit enrollment may produce a deduction or employer contribution line. The reviewer checks the jurisdiction tax line and the gross, deduction and net totals. When statements reconcile to the run totals, the approving employee records the decision. After approval, Payroll Admin records posting and then payment based on actual outcomes, rather than using an approval as proof of payment.

A correction or bonus uses its own run type so it can be distinguished from regular payroll. A filing due for the period should identify its jurisdiction and confirmation reference when filed. Review a paid run’s statements with the related filing and payroll calendar before closing the period.

• Payroll runs awaiting approval — Periods, pay dates, totals and approving employees needing a decision.
• Active employees — Worker records used to review entity, currency and payroll calendar placement.

Follow time into pay and plan payroll setup.