Pay Cycle Process

Summary

In this article

• Before you begin
• Step 1: Navigate to Company Money
• Step 2: Select Location
•  
  Step 3: Access Pay Schedule
•  
  Step 4: View Pay Schedules
•  
  Step 5: Select Pay Schedule
•  
  Step 6: View Users in Pay Schedule
•  
  Step 7: Initiate Pay Run
•  
  Step 8: Configuration Warning Popup 
•  
  Step 9: Summary Page 
•  
  Step 10: View Income Tab
•  
  Step 11: View Deductions Tab
•  
  Step 12: View Employer Cost Tab 
•  
  Step 13: Review Total Cost
•  
  Step 14: Process Pay Run
•  Frequently Asked Questions (FAQ)

Before you begin

•  You need admin access or the appropriate permissions to initiate a pay run.
•  
   Ensure you have up-to-date payroll data before processing.
•  
   This process is only available for the designated payroll admins or managers in your system.

Step 1. Navigate to Company Money

1. Open the side navigation panel.
2. Click on the "Company Money" section.
   
   

Step 2. Select Location

1. The "Company Money" page will load, displaying a list of locations.
2. Select the relevant location from the list.

Step 3. Access Pay Schedule

1. After selecting a location, click on the "Pay Schedule" tab.

Step 4. View Pay Schedules

1. A list of available pay schedules for the selected location will be displayed.

Step 5. Select Pay Schedule

1. Click on the desired pay schedule to view further details.

Step 6. View Users in Pay Schedule

1. In the selected pay schedule, you will see a list of months and users associated with the pay cycle.

Step 7. Initiate Pay Run

1. Click on the "Start Pay Run" button to begin the pay cycle.
   
   

Step 8. Configuration Warning Popup

1. A configuration warning will appear.
2. Click "Continue" to proceed.
   
   

Step 9. Summary Page

1. You will be redirected to the "Summary Page," showing:
   • User names
   • Income
   • Deductions
   • Employer costs
   • Take-home pay
   • Pay status

1. Click on the "Income" tab to view detailed income data for each employee, including:
   • Employee name
   • Salary basis
   • Worked/working days
   • Total income details

Step 11. View Deductions Tab

1. Click on the "Deductions" tab to view:
   • Name
   • PAYE
   • Employee pension, NI, student loan details
   • Total deductions

Step 12. View Employer Cost Tab

1. Click on the "Employer Cost" tab to see:
   • Gross income
   • Employer costs like pension and NI

Step 13. Review Total Cost

1. Click on the "Continue" button to review the total cost for this pay run.
2. A page with all costs including take-home salary, PAYE tax, NI, and pension contributions will appear.

Step 14. Process Pay Run

1. To complete the pay cycle, click the "Process Pay Run" button.
2. The pay cycle will be processed and marked as completed.
   
   

Frequently Asked Questions (FAQ)

1.Who can initiate a pay run?

Once the pay run is processed, changes cannot be made directly in the system. You may need to consult HR or payroll for adjustments.

3.What if the pay run doesn’t reflect correctly?