Payroll process checklist
Updated
by
Leigh Hutchens
Efficient payroll processing is essential to running accurate and timely operations. Quinyx provides a structured workflow that helps payroll administrators manage each step with confidence and clarity. The guide below outlines the full payroll process, from preparation to reporting, and can be used as a reference or practical checklist to ensure nothing is missed during each payroll cycle. Whether you're new to the process or refining your routine, this step-by-step overview supports consistency, compliance, and control.
1. Prepare for payroll
- Review time reports: Ensure all employee time reports are submitted and approved.
- Check absences: Verify that all absences are recorded and approved.
- Validate schedule changes: Confirm that any schedule changes are updated and approved.
2. Initiate payroll export
- Access payroll module: Navigate to the payroll section within Quinyx.
- Select payroll period: Choose the appropriate payroll period for processing.
- Generate export file: Create the payroll export file, which includes all relevant data for the selected period.
3. Review exported data
- Verify employee details: Ensure employee information is accurate and up to date.
- Check hours and rates: Confirm that worked hours and pay rates are correct.
- Assess deductions and benefits: Review any deductions or benefits applied to employee salaries.
4. Integrate with payroll system
- Import data: Transfer the exported file into your organization's payroll system.
- Process payroll: Run the payroll within your system, applying all necessary calculations and adjustments.
- Generate payslips: Create payslips for employees, detailing their earnings and deductions.
5. Post-payroll activities
- Distribute payslips: Share payslips with employees through the designated channels.
- Handle queries: Address any employee questions or concerns regarding their payslips.
- Archive records: Store payroll records securely for future reference and compliance purposes.
6. Reconcile and report
- Reconcile accounts: Match payroll transactions with financial accounts to ensure accuracy.
- Generate reports: Create reports for internal analysis and external compliance requirements.
- Review process: Evaluate the payroll process for any discrepancies or areas of improvement.
