Payroll and tax

Payroll runs identifies a calendar, period start, period end, pay date and run type. Its status shows preparation, calculation, approval, posting, payment and closure as distinct steps. Payroll Admin manages runs and the related pay records. A named approving employee can be recorded before the run moves forward. The calendar ties frequency, entity, country, currency and cutoff days to the workers assigned to it.

Pay statements hold the employee-level result for a run, including period, currency, gross pay, deductions, net pay and payment method. Pay statement lines shows the earning, deduction, tax or employer components. Tax filings can connect a filing to its jurisdiction and run, with due date, amount and filing state. These links let Payroll Admin inspect an aggregate run without losing the employee and jurisdiction detail.

• Schedule. payroll calendars sets the pay frequency and entity context for each run.
• Calculation. payroll runs and pay statements show the run state and individual results.
• Detail and filing. pay statement lines, tax jurisdictions and tax filings retain components and tax follow-up.

Assign workers to the correct calendar and confirm their currency, entity, country and pay grade. Decide who may approve a run, how an off-cycle or correction run is identified and when a run can be posted. Define the source and review of benefit contributions, approved overtime and paid leave. Separate the team’s local Paid status from the evidence received from a bank or other payment provider.

Payroll Admin controls payroll and tax records. Employee has read-only access to their pay statements. CHRO / VP People can review the payroll population. HR Business Partner can see pay statements but does not manage runs. Test these paths with a representative employee and a payroll operator before the first live pay date.

For a monthly calendar, Payroll Admin confirms the period and pay date, checks the assigned employees and creates the draft run. One employee has a new benefit enrollment and approved overtime. Payroll Admin examines the enrollment and approved timesheet total; Admin checks the overtime entry detail. Payroll Admin then reviews the employee’s gross and net statement before requesting approval. The approving employee reviews the run total, employee count and sampled statement lines. Once approved, Payroll Admin moves the run through posting, payment and close with the posted time and tax follow-up retained.

A correction should be visible as its own run type. The team should be able to explain which pay period it adjusts and which statements changed. For each filing, record the jurisdiction, amount, due date and confirmation reference when one is received. That keeps a filing marked Filed distinct from one merely drafted for review.

• Payroll approval queue — Runs awaiting the named approving employee’s decision.
• Payroll run board — A status view across preparation, approval, posting and payment.
• Active employee register — The worker and assignment context used before a run is calculated.

See onboarding to first pay for worker setup and payroll run to close for the run decision.