Integrate Workforce Payroll. To do this, navigate to your Settings > Integrations > Payroll Integrations > + New Payroll Integration > Workforce Payroll.

Before fully implementing the payroll system integration, it is highly recommended to conduct a thorough test run.

Once you're ready to pay staff through Workforce Payroll, switch to live mode. Once you've switched, any practice pay runs made in test mode will be cleared.

To enable live mode:

You can switch back to test mode at any time by navigating to the bottom of the Payroll Settings page and clicking the Switch to test mode button.

💡 Important to note: once Payroll is in live mode, the ATO connection will be established ready to run payroll. Ensure you're ready to make the change when switching to live mode.

At the end of your pay period and on the day you normally run payroll, ensure timesheets are finalised in Workforce.

To do this, navigate to the Time & Attendance tab and select the Timesheets tab for the relevant pay period. Approve any pending timesheets.

One timesheets have all been approved, you're ready to create a pay run.

To do so, click the Preview Export button at the top of the timesheet page.

On the next page, view a summary of the timesheets, including any warnings or errors.

Note: warnings do not prevent a pay run from being created.

Once ready, click the Create Payrun button in the top right corner.

Once the pay run has been successfully created, navigate to Payroll > Run Payroll to review payslips.

To review an employee's pay items for the pay period, click their name on the list of payslips.

If you need to make additions, such as deductions, leave taken, or earnings, you can do so on this screen by clicking + Add next to the relevant section.

A preview of the payslip file can be accessed at the top of this page, including any additions made to the pay items.

Before finalising your pay run, ensure that the payment date aligns with your organisation's pay schedule.

Once payslips have been reviewed and you're ready to pay your staff, navigate back to the Run Payroll page and click the Post Pay Run button.

If you have multiple payroll files (and therefore multiple draft pay-runs), navigate to the Pay Runs page and select the relevant payroll file's pay run.

Send staff their payslips by navigating to the Pay Runs > select the pay run period > Actions > Email payslips. Once emailed, payslips will also be available for staff to access in the Workforce.com mobile app.

Details of the journal entries from the pay run can be found under the View journal entries tab. You'll have the option to download the totals as a CSV, or to match your accounting system at the bottom of the summary.

Send FPS via RTI: Submit the FPS file to HMRC by navigating to payroll > RTI tab. Once the new FPS is submited, wait for acknowledgement from HMRC confirming that the submission was received successfully.