Workflow

Payroll drafts help index

Browse connected Britixo guides for payroll drafts.

9 connected guidesLive filterPermission-aware instructions
9 guides
Guide

Create a payroll draft period

Create a payroll draft periodCreate a weekly, fortnightly, four-weekly or monthly draft period.

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Guide

Add an employee payroll draft item

Add an employee payroll draft itemAdd an earning, deduction, pension or adjustment item to an open payroll period.

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Guide

Void a payroll draft item

Void a payroll draft itemVoid an incorrect item with a reason while preserving the audit history.

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Guide

Build a payroll draft

Build a payroll draftGenerate the implemented employee draft entries from the current open-period items.

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Guide

Review payroll draft entries

Review payroll draft entriesReview gross, adjustments, deductions, employee pension and draft net values by employee.

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Guide

Lock a payroll draft period

Lock a payroll draft periodLock an approved internal draft period with a control note.

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Guide

Unlock a payroll draft period

Unlock a payroll draft periodReopen a locked draft period using an authorised control action.

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Guide

Understand payroll draft limitations

Understand payroll draft limitationsUnderstand that the draft engine does not provide complete PAYE, NI, statutory-pay or HMRC submission processing.

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Guide

Review the payroll draft audit trail

Review the payroll draft audit trailReview period, item, build, lock and unlock events.

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