HOW IT WORKS
A defined calendar. A review before sign-off. A clear owner for each step. Here is how an agreed monthly payroll engagement comes together.
THE MONTHLY CYCLE
The calendar and exact deliverables are agreed for your business. This is the working structure we use to define them.
AGREED MONTHLY CUT-OFF
Start from a controlled input set instead of a moving collection of files.
Check the agreed input format, log gaps and coordinate clarifications within scope.
Provide approved attendance, joiners, exits, pay changes and one-time adjustments by the cut-off.
The next step has: An agreed input set and a list of open exceptions.
DRAFT PAYROLL
Turn confirmed inputs into a draft that your team can meaningfully review.
Prepare payroll calculations and agreed reports; flag variances and unresolved items.
Clarify exceptions and confirm the business rules or approvals needed to resolve them.
The next step has: A draft payroll register, variance review and query list.
YOUR REVIEW & SIGN-OFF
Give the right people a clear decision point before the month is finalised.
Incorporate agreed corrections and share the final review set for approval.
Check totals and material changes, resolve open issues and approve the payroll in writing.
The next step has: An approved payroll version with a recorded sign-off.
AFTER YOUR APPROVAL
Organise the agreed outputs so your authorised team can take the next step.
Prepare payslips, agreed bank-format files and scoped statutory or accounting summaries.
Authorise bank payments and handle or approve statutory actions under the agreed responsibility plan.
The next step has: The agreed payroll output pack. Bank authorisation stays with you.
RECONCILIATION & FOLLOW-UP
Keep the follow-through visible and carry useful context into the next cycle.
Coordinate agreed reconciliations, track scoped evidence and record follow-up items.
Confirm payment outcomes and provide required receipts or other completion evidence.
The next step has: An agreed close-out record and next-cycle action list.
BEFORE THE FIRST CYCLE
Moving payroll should start with understanding the opening position and agreeing what a successful transition needs.
Your existing process is the reference point. Opening data, assumptions and any differences are reviewed with your team. A parallel run, where agreed, supports validation before the first live cycle.
PLAN WITH THE DETAILS
The timeline depends on headcount, data quality, locations, pay structures and the work being transferred. We agree a practical transition plan after reviewing those inputs; no fixed go-live date is promised before scoping.
A parallel run can be included when appropriate. We agree which period to compare, the source figures, the differences to investigate and who approves closure before the first live cycle.
We review the change against the agreed calendar and approval status. The parties agree whether it can be included in the current cycle, requires a revised approval or should be handled through a later adjustment.
Your authorised business team approves and releases salary payments through your bank. Preparation of payroll or a bank-format file does not authorise or execute a transfer.
We agree applicability, calculation inputs, deadlines and each party’s responsibilities for the establishment. Any filing, professional review, payment execution or portal access must be explicitly included in the engagement.
We agree access, an appropriate data-sharing channel and handling arrangements during onboarding. The public enquiry form and WhatsApp chat are for business requirements; do not send employee, salary, bank, identity or biometric records through them.
YOUR PROCESS. CLEARLY SCOPED.
Tell us about your team, your current workflow and the support you need.
