Recommended guidelines and best practices for running your payroll process

This article outlines key recommendations to seamlessly run your payroll process on the Yomly platform. We aim to provide you with practical insights and recommendations to ensure smooth, accurate, and compliant payroll.

Employee Payroll group size

We recommend that you cap the number of employees in each payroll group at 500.

Pay run timing and re-querying

Do the following:

• Create a trial pay run at least 20 days before the payroll closing date. This allows for thorough verification and adjustment of any discrepancies.
• Re-query pay runs as the payroll closing date approaches. This ensures that the latest and most accurate data is considered in your payroll calculations.
• Finalize your pay run within 10 days of your payroll closing date.
• If you have a payroll cut-off date, create the pay run one day after the cut-off date.

Manual changes to pay runs

Do the following:

• If you need to make any changes to fixed pay elements, update salary details in the employee’s profile and re-query the pay run to incorporate your modifications.
• Add variable elements only through the platform’s pay run import feature.
• When deleting a pay element, open a ticket with our Customer Support team if you are unsure of the process.

Data accuracy

Confirm that all employee data is accurate before creating pay runs.

If any changes occur after pay run creation, especially in salaries, data containers, bank details, or employee profiles, re-query the pay run to integrate the updates.

Payroll approval pipeline

Before implementing your actual pay run, conduct a trial pay run to run through the complete approval process if there have been changes in:

•   The approval process (for example, approval levels were added or removed)

•  Designated approvers or audiences

If there are changes in the approval process or designated approvers or audiences after pay run creation, we recommend that you delete the existing pay run and create a new one. This ensures alignment with the updated approval workflow.

For additional information, you can contact your account manager, submit a request, or send us an email.

We thank you for your continued support!