Process a pay run

You have everything you need to process a payroll. From calculating pay to printing payslips, you can do it all in a few steps.

The payroll process

1. Go to Summary or Pay Runs, then select Process Pay Run for the relevant pay period.
2. Check that the pay date is correct. Edit if required, then select Next.
3. The Retrieve notifications window appears. Select to retrieve AEPNs and RPNs, then click Continue.
4. Browse to your digital certificate, enter your password, then select Continue.
   NOTE:

   The service checks for both Revenue Payroll Notifications (RPNs) and Auto Enrolment Pension Notifications (AEPNs).

    
5. Review the details displayed in the RPN, then select Next.
6. Select an employee whose pay details you want to review or edit.
   
   

   The information you entered from the last pay run appears. If the payment and deduction values are already as you need, proceed to step 11.

7. To edit or enter payment details, do one of the following:

   Enter a payment value	Depending on the type of payment you have, enter either the hours and rate. Or, if it’s a salary payment, only enter the rate.
   Add an existing payment	If you’ve set up a new payment and need to add this to the employee’s pay for this pay run, select Add Payment. Select the required payment and enter the relevant amounts.
   Add a new payment	If you need to use a payment that’s not already set up, select Add a new payment and enter the relevant details.
   Remove a payment	Remove a payment you don’t want to use for the current pay run. Select the discard button next to the relevant payment. TIP: This removes the payment from the employee's pay, but the payment remains available in the payment list for future pay runs.

8. To edit or enter deduction details, do one of the following:

   Enter a deduction value	If applicable, enter the amount of the deduction.
   Add an existing deduction	Select Add Deduction. Select the required deduction and enter the relevant amount.
   Add a new deduction	If you need to use a deduction that’s not already set up, select Add a new deduction and enter the relevant amount.
   Remove a deduction	Remove a deduction you don't want to use in the current pay run. Select the discard button next to the deduction.  TIP: This removes the deduction from the employee's pay, but the deduction remains available in the deductions list for future pay runs.

9. If you don’t want to pay this employee in the current pay run, select the Exclude Employee check box.
10. Repeat the steps for each employee whose pay details you want to review or edit.
11. To proceed, select Next. The Confirm Pay screen appears.

12. Once you’ve confirmed the pay values are correct, select Complete Pay Run.

    The Connect to ROS (Revenue Online Services) window appears.

13.  

    If you’re sure the pay values are correct, enter your ROS Digital Certificate details.
14. Select Confirm. This sends your Payroll Submission to ROS.

     

    If you've enabled the integration between Sage Accounting and Payroll, it also posts your staff payments to Sage Accounting.

15. Choose to print or email your payslips.
16. To pay your employee electronically, you can now produce the bank transfer file. Upload it to your Internet banking service.

• For help setting up your pay day calendars, read our article Pay day calendar settings.