Draft payslips allow you to send employees a preview of their payslip before it is submitted to HMRC. This allows employees to review and query payslips before submission. Doing so helps catch potential errors, demonstrates transparency and reduces post-pay queries.
Draft payslips are featured as part of the Smart View Dashboard, which can be accessed after calculating payroll.
How do draft payslips work?
Send the payslip
Calculate your Payroll, then access Smart View by navigating to Payroll, then click Smart View.
Review any relevant insights in Smart View.
You'll be prompted as to whether you'd like to send draft payslips. Click Send Draft Payslips.
Employees review drafts
Employees can access the draft payslip using the employee pay portal. The payslips will be clearly marked with a DRAFT watermark and feature clear messaging throughout to confirm this. Employees can then contact you to provide feedback.
Make corrections
If any errors are identified, you can recall draft Payslips and make any needed changes to your payroll.
🤓 Tip: You can send revised drafts if desired.
Finalise payroll
Once you have verified no further changes are needed, proceed to finalise payroll.
Recall draft payslips
To recall draft payslips, follow the steps below.
From the Smart View dashboard, click Recall Draft Payslips.
Click Confirm.