To guide you through the year-end process for SelectPay, we designed the checklist below.
📌Note: A downloadable year-end checklist PDF is available for easier printing.
Installation - On-premise customers only
Step | Task | Complete Y? |
1 | Install the year-end update. |
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2 | Apply unlocks to your database. |
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3 | Check your version number. |
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Preparing your final paying payroll period
Step | Task | Complete Y? |
4 | Check if you have a week 53. |
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5 | If you use Access PayWise+, suspend payments. |
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6 | If you are integrated with SelectHR, process your pending changes. |
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7 | Correct any current tax year sickness records. |
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8 | Process current tax year leavers with a leave date on or before 5th April. |
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9 | Save and process your final payroll period. |
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10 | Run final pay period reports. |
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11 |
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12 | Take a backup of your data and period-end into your reporting period. |
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Reporting period and year-end preparation
Step | Task | Complete Y? |
13 |
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14 |
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15 |
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16 | If required, generate your CMEC summary reports. |
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17 |
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18 | Check that you have all of the reports you need. |
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Process year-end and complete final checks
Step | Task | Complete Y? |
19 | Take a backup of your data. |
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20 |
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21 | Process tax code notices for the new tax year. |
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22 | Check the new tax year parameters. |
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23 | If required, change employees' pay frequencies. |
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24 | Check your pay dates. |
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25 | If you use Access PayWise+, reactive payments. |
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26 | Take a backup of your data. |
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FAQ's
What's different about processing my final pay period?
The final paying period will include additions, such as correcting sicknesses, processing leavers and submitting your final FPS.
What is a reporting period?
The reporting period is week 53 or 54 for a weekly payroll, or period 13 for monthly. Pay is not processed in this period, and an FPS isn't submitted.
A week 53 occurs when your pay date falls on 5 April or 4/5 April in a leap year. Should this happen, your reporting period for weekly pay frequency will be week 54.
How do I know which one will be my final FPS?
If you process multiple payrolls under the same PAYE reference, you need to decide which one to process last. Process your payrolls and submit the FPS as normal for all other payrolls, then, once you process the last payroll, flag that one as the final FPS.
What if I have not paid any employees in the tax year?
If no payments have been processed in the tax year, you will need to submit an EPS (no payment) instead.
What is the CMEC summary, and why is it required?
The CMEC summary shows all Child Maintenance Deduction of Earnings orders (DoE) processed within a payroll period. It must be processed before the year-end process can be completed.
Why can't I process my tax code notices?
Tax code notices can only be applied in the tax year in which they are intended. They will not be visible within the retrieve section of the DPS viewer if the notices are for a different tax year.
Why isn't a new line present in the parameters?
A new line will only be created for the new tax year if there has been a change in the parameter.