Payroll period to filing

Step by step

1. Set the calendar Payroll Admin

   Payroll Admin confirms the entity, frequency, country and currency. Use the intended pay period.

   • Use the intended pay period.
   • Updates Payroll calendars

2. Prepare the run Payroll Admin

   Payroll Admin enters the dates, type and pay date. Keep the run in Draft until ready.

   • Keep the run in Draft until ready.
   • Updates Payroll runs, Payroll calendars

3. Review statements Payroll Admin

   Payroll Admin checks each employee statement and its lines. Reconcile gross and deductions from statement lines; verify take-home pay separately.

   • Reconcile gross and deductions from statement lines; verify take-home pay separately.
   • Updates Pay statements, Pay statement lines, Employees

4. Approve the run Payroll Admin

   The authorized reviewer decides whether the pending run can advance. Move Status from pending approval to Approved.

   • Move Status from pending approval to Approved.
   • Updates Payroll runs, Pay statements

5. Post and pay Payroll Admin

   Payroll Admin records posting and payment as separate run states. Retain posted at and the pay date.

   • Retain posted at and the pay date.
   • Updates Payroll runs

6. Follow the filing Payroll Admin

   Payroll Admin tracks the tax jurisdiction, due date and filing result. Record filed at and confirmation ref when filed.

   • Record filed at and confirmation ref when filed.
   • Updates Tax filings, Tax jurisdictions, Payroll runs

Payroll Admin

Carry out the named steps according to their record permissions.