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Payroll requires procedures to ensure compliance and accuracy. This course will provide the tools and confidence to create a payroll procedures manual utilising the template and subject matter covered during the day.

Please note: Materials for this course will be made available via an online platform, however a selection of these materials will need to be printed off and brought with you on the day. Login details for the online platform will be sent to you 10 days before the course start date. If you have any problems or questions, please email [email protected].

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Why you should attend

This course will equip you with the knowledge and insight to compile a comprehensive payroll procedures manual tailored to their organisation's needs which ensures all payroll-related statutory and contractual obligations are met.

This course is primarily aimed at payroll supervisors and payroll managers, or those who aspire to such positions.

HR managers and finance managers who hold ultimate responsibility for their payroll department would also benefit. 

What you will learn

The payroll department is responsible for ensuring their organisation is compliant with a wide breadth of statutory and contractual obligations. The diligent payroll department should identify and document the key processes required to achieve this aim. However, this is a daunting undertaking without guidance or experience.

This course covers all the fundamental aspects to consider, from designing optimal processes for starters and leavers, managing absence processes and ensuring all year-end processes are completed. Also covered are the wider considerations such as data protection, version control, interaction with other internal and external stakeholders and company policies.

Course content

  • The payroll department
    • The department structure
    • Information flow
  • Payroll processes
    • Internal cut off dates
    • HMRC notification
    • Processing payroll data
    • Starters, leavers, redundancies
    • RTI
    • Checking NICs codes
    • Period end
  • Year-end
    • Last weekly pay period
    • New tax year
    • Benefits and expenses
  • Payroll software
    • Who can access live payroll?
    • Test system
    • Upgrade time
  • Managing major change
    • Preparing for major changes
  • Security
    • Business continuity
    • The Data protection act 2018
    • Fraud
    • Money laundering
  • Company policies 
    • Keeping them up to date
    • Job descriptions
    • Company handbook
    • Whistleblowing
    • Asset management
    • Reporting arrangements

Prior learning required

Working experience in a payroll supervisory or managerial role, or in a HR or finance role which oversees the payroll function.

Continuing your learning

Insight into payroll management:
Those tasked with compiling their organisation’s payroll procedural documentation usually occupy a payroll managerial role. This course provides a detailed examination of a range of advanced payroll subjects that payroll managers hold responsibility over, including; benefits & expenses, holiday pay & leave calculations, employment status & director NIC calculations. Also taught are numerous managerial tasks such as performance appraisals and setting key performance indicators.

Overpayment recovery workshop:                      Updating a payroll procedures manual often identifies an organisational requirement to improve overpayment recovery practices. The rules governing the right to reclaim overpayments from employees are complex and must be managed with caution. This course clarifies the impact of case law and statues on this subject and identifies the best practice for reclaiming overpayments and minimising the risk of them arising.

Booking information

For more information please email [email protected] or call us on 0121 712 1000. 

Closing date for bookings is two weeks prior to the course date.