| A | B | C | |
|---|---|---|---|
1 | Payroll Checklist | ||
2 | Stage | Task | Status |
3 | Before Payroll Run | Collect and approve timesheets | |
4 | Before Payroll Run | Track and confirm holiday leave and absences | |
5 | Before Payroll Run | Record any sick pay adjustments | |
6 | Before Payroll Run | Check and update starter checklists | |
7 | Before Payroll Run | Process leaver details | |
8 | Before Payroll Run | Review bank detail changes | |
9 | During Payroll Run | Input or verify data entry | |
10 | During Payroll Run | Apply tax code updates | |
11 | During Payroll Run | Calculate and apply pension contributions | |
12 | During Payroll Run | Review compliance checks | |
13 | During Payroll Run | Generate and check draft payroll reports | |
14 | After Payroll Run | Distribute payslips | |
15 | After Payroll Run | Submit RTI (Real Time Information) to HMRC | |
16 | After Payroll Run | Make payments to staff and HMRC | |
17 | After Payroll Run | Process any benefits or deductions | |
18 | After Payroll Run | Generate P45s for leavers | |
19 | After Payroll Run | File and store payroll records securely | |
20 | Ongoing Payroll & HR Admin | Keep track of holiday balances | |
21 | Ongoing Payroll & HR Admin | Monitor compliance deadlines | |
22 | Ongoing Payroll & HR Admin | Run audits and reports for finance/HR | |
23 | Ongoing Payroll & HR Admin | Ensure data security and GDPR compliance | |
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26 | Givver is a free People Ops tool that makes payroll simple for SMEs. It helps you run payroll accurately, track holidays, and automatically calculate holiday entitlement for your team. You can contact us at help@givver.io or visit our website. | ||
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