Introduction/Purpose:

The checklist for pay run in a payroll serves as a tool to ensure accuracy, completeness, and efficiency during the payroll processing cycle. It helps the payroll team or hr to process the pay run efficiently.

It helps the payroll team systematically review and validate payroll data, calculations, inputs, and reports, ensuring error-free payments, legal compliance, and effective communication with employees.

Dependency to record Checklist For Pay Run:

The following are the dependency to record Checklist for pay run :

• Pay Period: It includes the time period for which the salary is being paid, typically a month or a biweekly period. The user has to select the pay period from the drop-down menu. Based on the selection, the checklist for the pay run will be displayed. CheckList for Pay Run has a dashboard of all the pending activity that is required to be processed for Pay Run.

How To Navigate:

The navigation to record an Checklist for pay run in the HRMS system typically involves the following steps:

• Click on the main navigation icon which is located on the top right corner of the screen then click on the Payroll section which is located on the left side menus on the screen.

• Click on the Checklist for Pay run section which is located in the masters under Payroll. After clicking on this link you can navigate Checklist for pay run record Listing..

Listing:

The Checklist for Pay run allows users to view Total , approved & pending activity records which helps to process pay run. The activities will be displayed.

The checklist for pay run records  have the following columns :- 

• Activity: List of pending and approval activities

• Path: Defines the path of the activity

• Total: Total defines the requests

• Pending: Pending defines the pending request 

Recording & Update:

Users can redirected to the pending activity by clicking any of the records below which required for the payroll processing

• Approval Pending for Employee data changed

• Approval Pending for New Joinees added in System

• Approval Pending for Resigned Employees updated in Exit Process

• Employee Exit Pending where Tentative Exit date is crossed current date

• Approval Pending of Masters added in System

• Pending Dashboard Items

• Pending Dashboard Items

• Approval Pending for Suspension Request

• Approval Pending for Remote Work Request

• Approval Pending for Loan Request

• Approval Pending for loan settlement

• Approval Pending for Salary Revised Details

• Pending Approval of Adhoc Earning/Deduction voucher(s)

• Verify list of Employees for Leave Allowance Accrual payment

• Check for 13th Month Allowance Accrual Amount

Along with the above list, users can also see approved or pending activity. When the user clicks on any approved or pending activity, they will be redirected to the respective module.

Keynote for Checklist for Pay Run:

• The record in the checklist for payrun shows the pending record or the approved record, which helps to process the pay run. If some of the activity is pending, then the pay run for the activity is not processed. First, the user has to clear or approve the activity.

• When the user clicks on a pending or approved record in the checklist for pay run then the user will be redirected to the respective record.