# Monthly payroll review checklist

Assign owners and review points from employee changes through bank-file preparation.

Company: [add company]
Entity / team: [add scope]
Owner: [add owner]
Review date: [add date]

## Checklist

- [ ] Confirm the payroll period, employing entities and reviewers.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Review joiners, leavers and approved salary changes.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Reconcile approved attendance, leave, overtime and adjustments.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Check employee identifiers and payment details with the responsible team.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Review variances and exceptions before approving the run.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Prepare the required payment file through the agreed process.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

- [ ] Record submission, acknowledgement and reconciliation separately.
  Owner: [name] | Due: [date] | Evidence / notes: [details]

## Decisions and outstanding questions

[Add decisions, exceptions and the next review checkpoint.]

Planning template from Kled. Adapt to your organisation. Confirm applicable legal and policy requirements with the appropriate adviser before use.