Payroll cycle

Step by step

1. Prepare the calendar Payroll Admin

   Payroll Admin selects the entity calendar, period and pay date. Employee assignments to that calendar are checked before calculation.

   • Period and employee population
   • Updates Payroll calendars, Employees

2. Check inputs Payroll Admin

   Payroll Admin reconciles salary, approved time, leave and benefit enrollments for the period. Unresolved submissions stay visible for review.

   • Reviewed pay inputs
   • Updates Timesheets, Leave requests, Benefit enrollments

3. Calculate statements Payroll Admin

   The run moves from Draft through Calculating. Pay statements and their earning, deduction and tax lines explain the gross and net totals.

   • Draft, Calculating, pending approval
   • Updates Payroll runs, Pay statements, Pay statement lines

4. Approve payroll Payroll Admin

   The named approver reviews the run total and statement detail before accepting it.

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

5. Post and pay Payroll Admin

   Payroll Admin records posting, confirms the payment event through the firm's payment process, then marks the run Paid and Closed.

   • Posted, Paid, Closed
   • Updates Payroll runs, Pay statements

6. Record tax filing Payroll Admin

   Payroll Admin ties the filing to the run and jurisdiction, then retains the due date, filed date and confirmation reference.

   • Filing and confirmation state
   • Updates Tax filings, Tax jurisdictions, Payroll runs

Payroll Admin

Prepares and records pay and tax work.

HR Business Partner

Maintains employee context.

CHRO / VP People

Reviews the outcome.

Employee

Reads their own statement; Admin maintains setup.