After you've created your pay run recipes, you can begin using them to automatically run your pay periods.

NOTE: Recipes don't change payment values for employees. If an employee's payments have changed since the last period you must use Enter Payments in Sage 50 Payroll to enter the new values.

Below are the simple steps to set this up and complete a pay run using the Automated Payroll feature.

Set up automated payroll

1. Click Automated Payroll and ensure Start Payroll Runs is selected.
2. Select the companies you want to process.
   NOTE: If a company has more than one pay frequency, it'll be listed more than once.
3. Under Process Date, enter your process date. If all companies have the same process date, click Set All.
4. From the Recipe drop-down, select which recipe you'd like to use to process each company. 
   
   • If the recipe is set to upload your employee payslips, the Publish Date box will become available. Enter the date you'd like the payslips to be published.

Running a pay run

Now you've entered all the relevant details, you're ready to run your payrolls. To do this, click Run Payroll.
  NOTE:  If this option is greyed out, you need to click Connect to Sage and login using your Sage ID credentials. 

Your payroll will now begin to process and you'll be able to monitor what step it's completing on the right-hand side. 

• If you'd like to stop processing the current pay run, click Stop.
• If you'd like to skip a company and not process the pay run at all, click Skip.

Once the processing is complete, it will automatically begin processing the next company's pay run. 

TIP: Don't worry, you can complete other tasks in your software whilst the pay runs are being processed.

After the pay run

After the pay run is finished, you can view each one within Completed Pay Runs.

• If the company has a successful pay run, a green tick will appear. 
• If the company has failed to complete the pay run, a red cross will appear.

The pay run was successful

After the pay run has successfully processed, you can select the company and view the reports and files generated during the process, these include;

• Pre-update backups
• PDF payslips (if applicable)
• Reports - Payment summary part 1 & 2 and the P32 report.

They can all easily be accessed using the links under each section, or found in the location you specified when setting up your recipes.

The pay run was unsuccessful

If the pay run was unsuccessful, the error will be listed under the section it occurred in. You'll then be able to correct it by either;

• Restoring the backup taken and correcting the error.
• Opening Sage 50 Payroll to correct it manually. 

To do this, click the three dots on the right-hand side and select the relevant option.