How do I hand payroll work over safely?
Payroll needs a clear owner, a clear approval step and a secure place for the records. A hand-off should reduce questions, not move them somewhere else.
Prepare the hand-off
- Pay cycle and next pay-run date
- Employee changes, leave and timesheet information
- The system used for payroll
- The person who checks and approves the run
- Any questions for the accountant or payroll specialist
Keep sensitive information in the agreed secure system.
Do not send passwords, tax file numbers or identity documents through a public form. Peter can help organise the workflow and make the boundary clear when a registered specialist needs to review the work.
Want this off your desk?
Peter can look at the workflow, explain what he can take on and set out a practical first step.
Talk to Peter by emailNot sure which problem to start with?
Run the health score or send a short enquiry. You do not need perfect records before asking for help.