Execution Types
In EverRoll™: Automated Payroll and Tasks, bureaus can set up automated tasks to execute. The tasks that can be chosen are as follows:
Process Timesheets
On the execution date, Timesheets and Leave will be processed based on the set Time & Attendance Rules. It's recommended that the execution date is set to after the Timesheet cut-off date.
Fetch Tax Code Changes from HMRC
Fetches tax codes from HMRC. If the setting to auto-apply is enabled, these will be auto-applied, otherwise they would have to be reviewed.
Request Payroll Data
This action sends an email to the client to start filling in payroll data. This requires you to have Advisor-Client Collaboration: Data Entry Process enabled.
Send Reminder for Payroll Data
On the date, send a reminder of the data request to the client.
Draft Payroll
The draft payroll action will save a draft payslip for all employees in this pay schedule. This calculation will include gross pay, deductions (such as SSC and FSS), and take-home pay.
Whilst drafted, this data is available in the Payroll Report in the Reports section.
Request Payroll Review
After drafting payroll, you may automate an email request to ask your client to review payroll. This requires Advisor-Client Collaboration: Sending Payroll for Review enabled.
Conclude Payroll
The Conclude Payroll action will finalise the payslips and generate a .pdf for the payslips, payroll reports and tax forms. These reports would only be accessible to admin users at this stage.
Send Payslips
On the Send Payslips action, Buddy will send an email to the employees and make the payslip accessible from the employee portal.
Send Payment
On execution, Buddy will send the payroll data to any payment integration tool that the organisation has connected.
Send Third Party Payment
If there are any third-party payments enabled on custom pay items, a payment will be sent (based on integrated tools)
Send Journals
On execution, Buddy will send accounting data and journals to any accounting integration tool that the organisation has connected.
Send Pension Contributions
On execution, Buddy will send pension data to any pension integration tools that the organisation has connected.
Send Reports
The Send Reports will notify the client that the payroll reports for the pay run are ready and can be viewed online.
Send FPS
On execution, submit FPS documents directly to HMRC
Send EPS
On execution, submit EPS documents directly to HMRC
Send HMRC Payment
Buddy will send the EPS payment data via the integrated payment party to mark payment for HMRC