Step by step guide: Running a payroll

This guide is designed to help those new to Staffology Payroll or new to running payroll, understand the payroll cycle and the tasks you need to complete. This list is not exhaustive, and there may be additional steps required for your company.

While a number of steps can be completed at the same time, this guide breaks things into smaller steps and assumes you have no prior payroll experience. Each user will find a process which works for them.

This guide is designed for customers who don’t have any automation active.

Using this guide

You can start with Step 1 to work through the process end to end or select a particular step to jump to that page. You can also choose a step from the menu.

The payroll is split into 4 main areas. Getting started, the payrun, payments / reports and finishing up.

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

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 / 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

Finishing up

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

• Step 20 Submit Employer Payment Summary EPS) to HMRC

• Step 21 Produce journal

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