Payroll Ticklist

Stage 1

  1. HR Parameters
  2. Payroll Parameters
  3. Payroll Templates
  4. Transfer Templates
  5. Categories
  6. Pension Details
  7. Payroll Codes
  8. HR Record
    a) Create Employee
    b) Select Employee
    c) Leavers
    d) Personal Details
    e) Employment Terms (Note: will need activity details)
    f) Employment History (Note: if salary processing, see Stage X)
    g) Apply Grade
    h) Enter Salary
    i) Salary History
    j) Payroll Details
    k) Pensions
    l) Fixed Payments
    m) Working File
    n) Calculation
    o) Messages
    p) Summary/Advice/Transactions.

 

Stage 2 (or later)

  1. Analysis Headings
  2. HR Record
    a) General Ledger
    b) Other Bank Details
    c) Child Care
    d) Benefits
    e) Loans
    f) Savings
    g) Attachments
    h) Tax and NI Override
    i) Pensions Override
    j) P45
    k) P14
    l) New
    m) NI
    n) Statutory
    o) History Details

 

Salaries

  1. Review Dates
  2. Salary Grades
  3. Whole Time Equivalent
  4. Salary Change Reasons
  5. Uplift Salary Scales
  6. Apply Grade Changes

 

Contracts

  1. Contracts