How do I move the payroll to next period?

Modified on Tue, 10 Dec at 2:30 PM

Once the payroll process is complete (payroll input has been entered, payroll has been calculated, the Auto Enrolment assessment has been carried out, and the payments runs have been sent etc) you need to move the payroll to the next period.

By moving the payroll to the next period all temporary/adhoc payroll input will be empty so only standard/regular payments and deductions will remain. Before moving to the next period, check that the total of the Payment Runs made matches the Total Net Pay for the payroll. If these figures do not match you won’t be able to roll the period forward.

To compare totals

Navigate to the Pay Employee window.
Go to Cintra iQ: Payroll> Payroll Tools> Paying Out> Pay Employees.
Navigate to the Payments Runs for Payroll Period pane.
Note down the value in the Amount Status column and the value in the Total Period field located in the Payment Run Summary section.
Navigate to the Move to next Payroll Period form.
Go to Cintra iQ: Payroll> Payroll Tools> Payroll Period> Move to next Payroll Period
Compare the values from the Pay Employee window with the Total Net Pay and Total of Payment Runs Made.

To move the payroll period forward

Click the Next Period button on the Move to next Payroll Period form. A message appears stating: Are you sure you want to close off period [name of period] and move to the next period?
Click The Yes button. A message appears stating: This process is not reversible except by restoring from the database backup. Please confirm that you have a current, verified back up of your database?
Click the Yes button. You are return to the Navigator. Each employee's Payslip displays the new period and pay date.

Note

If you have entered data changes after your last payment run has been created, a message is displayed stating that there are outstanding data changes which have not been calculated. Click Yes: to include these changes in next period’s payroll run. Click No: to include changes in the current period. Calculate the payroll and then create another payment run.