Please Note: The contents of this article are suitable for Bureau customers only.
This article provides further detail and important information about year-end processes. It is recommended to read this article carefully to ensure that the user has all details necessary to be able to work with the Fourth UK Payroll Operations to complete a smooth and effective year-end process for Payroll.
Important Information about Timetables
This is the deadline for any paperwork that needs to be processed in the current Payroll to be emailed over to the Bureau. The Paperwork deadline includes any notification documentation for Maternity, Paternity, Adoption, Shared Parental Leave, Bereavement and Court Orders.
This is the deadline for any data to be submitted for processing in the current Payroll. This includes all Rota/Tronc submissions via the portal and any additional upload amendments emailed to the Bureau.
Net Pay Date
This is the deadline for confirming your net pay and pay date to the Bureau to enable the Bureau to close the payroll ready for payroll approval.
Once the Payroll is closed, the Payroll approval is the final Payroll confirmation and will generate and send the FPS file to HMRC. If Fourth sends the BACS on your behalf, approving the Payroll will immediately generate and submit the BACS file and no further adjustments can be processed.
Payment & Deduction Types
Please take this opportunity to review the setup of the Payment and Deduction Types within the portal. There is an export available within the Payroll module which provides a comprehensive list of the configuration of the Payment Types in the system to assist with this review.
The export can be found using the following pathway within the Payroll module:
- Reports > Exports > Payment Types
If any changes need to be made to the Payment or Deduction Types within the system, please advise your Payroll Specialist of this along with your timetable confirmation.
We would like you to take this time to review all your pension letters to ensure that they are in line with any new upcoming legislation. We would also recommend that you check the signatures and headers to ensure that they are correct, particularly if there have been any changes within your organisation.
Your pension letters can be found using the following pathway within the Pension module:
- Administration > Document Management > Document Template > select Template > Download
If you have Auto Enrolment Managed Service (AEMS), please contact your Payroll Specialist and they will update the letters for you.
If further information is required on this process, again please contact your Payroll Specialist for assistance.
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