Payroll run to close

Step by step

1. Set the period Payroll Admin

   Payroll Admin chooses the calendar, pay date, run type and period boundaries.

   • Dated Draft run
   • Updates Payroll calendars, Payroll runs

2. Calculate Payroll Admin

   Payroll Admin checks employee eligibility, approved time and benefit information while statements and lines are prepared.

   • Calculating and employee results
   • Updates Payroll runs, Pay statements, Pay statement lines

3. Reconcile Payroll Admin

   Payroll Admin compares employee count, gross total, net total and sample statement lines before submitting the run.

   • Pending approval with checked totals
   • Updates Payroll runs, Pay statements

4. Approve Payroll Admin

   The designated approver reviews the pending run; Payroll Admin records the decision and approving employee.

   • Pending approval to Approved
   • Updates Payroll runs
   ApprovalA person approves before the work moves on.

5. Post and pay Payroll Admin

   Payroll Admin records the posting and payment stages after the approved result is checked against the payment handoff.

   • Posted then Paid
   • Updates Payroll runs, Pay statements

6. Close and file Payroll Admin

   Payroll Admin closes the run and follows each tax filing by jurisdiction, due date and confirmation.

   • Closed run and filing follow-up
   • Updates Payroll runs, Tax filings, Tax jurisdictions

Payroll Admin

Manages the run and tax records; the designated approver makes the run decision; CHRO / VP People reviews oversight information; Employee views their statement; Admin handles setup.