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 the pay date is correct. Edit if required.
3. Select Next. The Connect to ROS (Revenue Online Services) window appears.
4. Browse to your digital certificate, enter your password then select Login. The service checks for RPNs and displays the details of any RPNs.
5. To request Revenue Payroll Notifications, 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 13.

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

   Enter a payment value	Depending on the type of payments 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 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 Payment. 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 doesn’t delete the payment type.

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 Deduction. 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 doesn’t delete the deduction type.

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.

    When you select Confirm this sends your Payroll Submission to ROS. If you have Sage Business Cloud Accounting, it also posts your staff payments.

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

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