Guide: Period end tasks

Modified on Tue, 4 Nov at 10:46 AM

At the end of each payroll period, there are a series of tasks that you will need to perform. Please note that you may do things slightly different in your organisation. If you're not sure, speak to your payroll administrator. 


You will also have tasks to perform at the end of each month. Depending on your payroll period schedules, these may or may not overlap. 


TaskLinks

Pay employees

How do I create an employee payment run using the report pack?

Submit RTI data to HMRC

What is real time information (RTI)?
How do I submit an EPS/FPS to HMRC?

Print payslips

How do I print payslips?

Publish payslips to Self-Service / Employee Hub - xx?

How do I publish payslips?

Produce P45s

How do I produce P45s for leavers?

Produce auto enrolment letters

How do I create auto enrolment letters?

Set up and  pension provider files

How do I generate pension provider membership/contributions files?

Extra and display journal data

Journal output tasks 

Produce output files

How do I display journal data?



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