Our Payroll Process

Simple, Transparent, and Efficient

At Carlisle Payroll Services, we understand that managing payroll can be complex and time-consuming. That’s why we’ve designed our payroll process to be as straightforward and transparent as possible, ensuring that working with us is not only efficient but also a seamless experience. Here’s a step-by-step guide to our payroll process, illustrating how we handle your payroll from start to finish.

Step 1: Initial Consultation and Setup

1. Understanding Your Needs: Our process begins with an initial consultation where we discuss your specific payroll requirements. Whether you’re in the construction or hospitality sector, a charity, or a public body, we tailor our services to meet your unique needs.
2. Setting Up Your Account: Once we have a clear understanding of your requirements, we’ll set up your payroll account. This involves collecting essential information about your business and your employees, including tax codes, employee salaries, and any other necessary details.

Step 2: Payroll Processing

1. Data Collection: Each pay period, you’ll submit employee hours, any changes in salaries, bonuses, or deductions. This can be done through our secure online portal or via email, whichever is most convenient for you.
2. Payroll Calculation: Our team will then calculate the payroll, including gross wages, tax deductions, National Insurance contributions, pension contributions, and any other deductions or allowances.
3. Review and Approval: Before processing, we’ll send you a detailed payroll report for review. This ensures that you have full visibility and can approve the payroll before it’s finalized.

Step 3: Payments and Reporting

1. Payslip Distribution: Once approved, we’ll generate and distribute payslips to your employees. Employees can access their payslips securely through our employee self-service portal.
2. Payments: If you opt for our payment services, we can also handle the direct payment of wages to your employees’ bank accounts, ensuring timely and accurate payment.
3. Reporting and Compliance: We’ll take care of all necessary payroll reporting to HMRC, including RTI submissions and end-of-year documents. We also handle pension submissions and CIS submissions for construction clients, ensuring full compliance.

Step 4: Ongoing Support and Advice

1. Regular Updates: You’ll receive regular updates and reminders about key payroll dates and compliance changes, ensuring that your payroll remains compliant with the latest regulations.
2. Expert Advice: Our team is always available to provide support and advice on any payroll-related matters. Whether you have a query about tax codes or need guidance on payroll changes, we’re here to help.

Step 5: Year-End Processing

1. Year-End Reports: As the fiscal year comes to a close, we’ll prepare and provide you with all necessary year-end reports, including P60s for your employees.
2. Compliance Checks: We’ll conduct a final review of your payroll records to ensure everything is in order and fully compliant with HMRC requirements.