Payroll and filings

Payroll Admin begins with a payroll calendar and a dated run. The calendar identifies frequency, entity, country, currency and cutoff. The run identifies its period, pay date and type. Together they define the pay cycle being prepared, from Draft through Calculating to Pending approval.

The calculation prepares earnings for active employees using the calendar frequency and deductions from active benefit enrollments. Configure tax calculation with the payroll owner before live use. Review prepared net pay against the agreed calculation and keep unresolved pay items assigned to the responsible person.

• Run preparation. The run tracks employee count, gross total and net total. Payroll Admin compares the intended population with the resulting statements and resolves omissions or unexpected employees before following the agreed approval route.
• Statement detail. Each statement connects an employee to the run and its period. Lines explain earnings, deductions, tax and employer amounts through their category, quantity, rate and amount. Account and jurisdiction references support the accounting and tax handoffs.
• Later outcomes. Approved, Posted, Paid and Closed distinguish later run states. Entry to Posted records the posting date. Filing records retain the type, period, due date, amount and confirmation reference for work coordinated with the tax service.

Choose the pilot calendar and verify its employee population, currency and earnings basis. Agree the person who authorizes the run and test their decision action. Review how leave and approved timesheets reach Payroll Admin, including any time-based pay treatment configured for the customer.

Establish the country-specific tax calculation and review requirement with the payroll owner. Bank delivery, accounting journals and authority filings need separately configured connections. Name the person who reconciles each result. Keep Payroll Admin within the agreed preparation permissions and direct filing delivery through the responsible tax service owner.

Create a regular pilot run and follow it to Pending approval. Inspect the statement population, then choose an employee with an active benefit deduction. Compare the line amounts, gross pay, deductions and net pay with the run totals. Keep currencies separate and compare tax amounts with the agreed calculation before advancing the run.

Resolve outstanding items and follow the agreed approval route. Rehearse entry to Posted and inspect the posting date. Then rehearse a failed bank or accounting handoff: retain the actual outcome and assign the next action to its connection owner. Ask Payroll Admin to trace a filing record to the tax service confirmation and explain any unresolved submission.

• Payroll pre-check — Review pending runs with their pay period, employee population and prepared totals.
• Pay statement schedule — Inspect employee statements by period and follow their recorded processing status.

Rehearse leave and time to payroll pre-check, then agree the external connections and their reconciliation owners.