Payroll and filing

Step by step

1. Set the period Payroll Specialist

   Payroll Specialist chooses the payroll calendar, start and end dates, pay date and run type.

   • Establish entity, currency and dates
   • Updates Payroll calendars, Payroll runs

2. Check inputs Payroll Specialist

   Payroll Specialist reviews employee calendar assignment, approved timesheets and leave decisions for the period.

   • Check period population
   • Updates Employees, Timesheets, Leave requests

3. Inspect statements Payroll Specialist

   Payroll Specialist checks gross pay, deductions, net pay and earning or tax lines for each employee.

   • Review individual amounts
   • Updates Pay statements, Pay statement lines

4. Approve the run HR Manager

   HR Manager reviews run totals and pay date while the run is pending approval.

   • Record approval decision
   • Updates Payroll runs
   ApprovalA person approves before the work moves on.

5. Record payment Payroll Specialist

   Payroll Specialist follows the confirmed payment process and records the run and statement states.

   • Record confirmed outcome
   • Updates Payroll runs, Pay statements

6. Follow the filing Payroll Specialist

   Payroll Specialist checks the tax filing due date, jurisdiction, filing status and confirmation reference.

   • Track deadline and authority reference
   • Updates Tax filings, Tax jurisdictions

Payroll Specialist

Prepares and follows the period; HR Manager makes the approval decision; People Manager owns approved time; Admin controls pay access.