WFM UK: Rolling Forward in Payroll, In-House Customers

Overview

This article explains the procedure for how pay bases are transitioned ('rolled forward') into the subsequent tax year (from tax month 12 to tax month 1).

Important Preliminary Actions

The following actions must be completed after completing the last payroll of a tax year, but before processing a payroll for the first time at the start of a tax year

Access

Please ensure that the Year End drop-down menu is visible and available within the portal. If unable to view this, please speak to your system administrator to alter your Access Level to include it. 

• From the side menu, go to Payroll > Year End > Roll Portal into New Tax Year

Fig.1 – Roll Portal into New Tax Year in Year End Drop-Down Menu

On the next screen, the 'Roll Forward this Portal' section outlines the Tax Year status, as detailed below.

'Current Tax Year Start Date’ - e.g. 6th April of the current tax year
'Current Tax Year End Date’ - e.g. 5th April of the current tax year
'New Tax Year Start Date’ - e.g. 6th April of the new tax year
'New Tax Year End Date’ - e.g. 5th April of the new tax year

The 'Status of Pay Basis within the Portal' section lists all current pay runs.

• Check the 'Status'column - any that are 'Not Completed' will require action
  • To do this, go to Payroll > Payroll Homepage, where the same pay runs will be displayed
  • Open each pay run as required and select Page Links > Complete Payroll
• When ready, select Roll Forward Into New Tax Year

Fig.2 – Roll Forward This Portal and Explanation of columns within the Roll Portal into New Tax Year screen

If there are still any incomplete pay runs, a warning will be displayed and the portal will not roll forward to the new tax year.

Fig.3 - Pop-up message when payrolls have not been closed

• A pop-up box will appear to confirm that the portal is to be rolled forward
• Ensure that the correct years are displayed and select OK

From this point, the action cannot be reversed.

Fig.4 - Pop-up message awaiting action to roll the portal forward

Another pop-up will confirm that the portal has been rolled forward.

Fig.5 - Pop-up message confirming the portal roll forward

Please Note: If by accident, the OK button is selected twice, the roll-forward will still be completed, and the same pop-up as shown in Fig.3 will appear.

• Return to Payroll Module Home

The 'Current Payruns' section will now show the new tax period 1 payroll(s) and the new tax year is ready to be processed.