Within Cintra iQ, you have the ability to create a Task list for a payroll using the Payroll Task functionality. This is so that you can check that required tasks are performed for the payroll.
You can create a default task list for all periods within a payroll. This list will be used to pre-populate the Payroll Period Task list within Payroll Period Tasks when you move a payroll forward.
To set up a default task list
- Navigate to the PAYE and Payrolls tab.
Go to Cintra iQ: Payroll> Payroll Setup> Employers Setup> Employer> PAYE & Payrolls tab> Payrolls associated …pane> Payroll - Right click: New in the Payrolls associated... pane. The New Payroll form appears.
- Enter the relevant information.
- Click the Next button. The ... Payroll window appears.
- Select the Payroll Task Settings tab.
- Click the New button. The New Payroll Task window appears.
- Select the sequence in which the task appears in the list.
- Enter the subject.
- Enter the description.
- Click the OK button. The task appears in the List of Task pane.
- Continue to add existing tasks, if necessary.
Information:
You can edit and delete a payroll period task, reset the payroll to the current payroll period tasks and/or copy tasks from one payroll to another.