Step by step guide: Running a payroll

This guide helps those new to Staffology Payroll, understand how to run a payroll and what tasks must be completed. Depending on how your company has set up payroll, additional steps may be required, and not every step applies to every pay run.

A number of steps can be completed at the same time. This guide breaks the process into steps and is designed to support everyone.

If your company has activated automation for pay runs, automation parts of the process are not covered.

Using this guide

The Running a payroll guide is split into 4 main areas:

• Getting started
• Process the payrun
• Payments and reports
• Submitting payments

Getting started

• Step 1 Select the company

• Step 2 Add new employees and make permanent changes

• Step 3 Add employees who have opted in or joined the pension scheme

• Step 4 Mark employees as leavers

Process the payrun

• Step 5 Open the payroll run

• Step 6 Check HMRC notices

• Step 7 Make any temporary changes to the payroll

• Step 8 Record any statutory payments and leave

• Step 9 Payroll warnings

• Step 10 Check the payroll (Reconciliation)

• Step 11 Finalise the payroll (close the period)

Payments and reports

• Step 12 Send payslips to employees

• Step 13 Send P45 to leavers

• Step 14 Pay the employees

• Step 15 Produce pension letters

• Step 16 Produce pension reports

• Step 17 Create pension file

• Step 18 Produce reports

Submitting payments

• Step 19 Submit Full Payment Submission (FPS) to HMRC

• Step 20 Submit Employer Payment Summary (EPS) to HMRC

• Step 21 Produce journal