Practices & Tips

Before Running Payroll

• ✅ Verify all time entries are approved
• ✅ Check employee master data is current
• ✅ Ensure all bank deposits are active and valid
• ✅ Review previous month’s YTD values
• ✅ Confirm payroll setup parameters are correct

During Payroll Processing

• ✅ Always review staging lines before releasing
• ✅ Double-check calculated amounts against expectations
• ✅ Review Payroll Log for warnings or errors
• ✅ Verify Income Tax Worksheets for each employee
• ✅ Lock batch only after thorough review

After Payroll Posting

• ✅ Verify GL postings are correct
• ✅ Reconcile payment journals before posting
• ✅ Print checks immediately after posting check journal
• ✅ Confirm payslips were delivered to all employees
• ✅ Archive Posted Pay Batch reports for audit trail

General Tips

• 💡 Use pay batch templates for recurring pay periods
• 💡 Set up pay schedules to automate date calculations
• 💡 Enable auto-email payslips to reduce manual work
• 💡 Review Payroll Log regularly to catch issues early
• 💡 Test new pay codes or deductions in a test batch first
• 💡 Keep detailed comments on manual adjustments
• 💡 Train backup staff on payroll processing procedures