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How Do We Get Payroll Clients to Send Starters, Leavers and Hours on Time and in One Format?

Practices running payroll for clients get starters, leavers and hours late, by email and text. We build a payroll changes portal with cut-off dates and checks.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

A payroll bureau inside a practice lives or dies on the information clients send, and it usually arrives late, incomplete and in a dozen formats. We build a payroll changes portal per client with the pay run's cut-off, structured forms for starters, leavers, hours and one-off payments, completeness checks, and an import into your payroll software, so your payroll team starts each run from a complete list.

Hours by text message at nine at night

Pay day is Friday. On Wednesday evening a restaurant client texts the payroll clerk a photo of a handwritten sheet of hours. A builder emails to say a new labourer started last week, with no address, no National Insurance number and no starter checklist. A retail client forgets to mention that someone left a fortnight ago. On Thursday morning, the payroll team is chasing six clients for missing details while trying to run twenty payrolls.

Every month the team asks clients to send changes earlier and in a standard format. Every month, most do not.

The format is the client's choice, not yours

Payroll clients send information the way that suits them: a text, a WhatsApp photo, an email with a spreadsheet attached, a phone call. Each one means the payroll team has to interpret, retype and chase. Missing details are only discovered when the clerk tries to enter them.

Cut-off dates are communicated once, usually when the client joins, and then forgotten. There is nothing in the client's week that reminds them the payroll needs their changes by Tuesday, so they send them when they remember.

New starters are the worst case. The payroll software needs particular details before the employee can be paid correctly, and clients rarely know which ones until asked.

What late and messy changes cost

ProblemEffect
Changes sent latePay runs squeezed into the last day
Many formatsRetyping and misreading hours
Starter details missingEmployees set up with incomplete information
Leavers not reportedPeople paid after they left
No record of what was sentDisputes about who got it wrong

Payroll errors are unusually visible. An employee who is paid wrongly tells their employer, and the employer tells the practice, even when the mistake started with their own late message.

The payroll changes portal we build

  1. Each payroll client gets a portal page for their pay run showing the cut-off date and time, with reminders sent a few days before and on the morning of cut-off.
  2. Changes are entered in structured forms: hours per employee from a list already filled with their staff, new starters with the fields your payroll software needs, leavers with a leaving date, and one-off payments or deductions.
  3. Completeness checks stop a starter being submitted without required fields and flag unusual entries, such as hours far above an employee's normal pattern, for the client to confirm.
  4. Clients who prefer can upload their own timesheet export, which is mapped to employees and shown back to them for confirmation.
  5. When the client submits, the changes are timestamped, and your payroll team gets a list ready to import into your payroll software, such as BrightPay, Sage or Xero Payroll, where the software supports imports or an API.
  6. Late submissions are logged, and a report shows which clients regularly miss cut-off, for the conversation your practice chooses to have with them.

Your payroll team still runs and checks every payroll. The portal makes sure what they start from is complete and on time.

Pay runs that start with everything

Changes arrive in one format, before cut-off, with the details needed. The team spends pay week processing rather than chasing. Starters are set up properly first time. And when a client disputes an error, the portal shows exactly what they submitted and when.

Is your payroll week like this?

  • Clients send changes by text, email and WhatsApp
  • Hours arrive the night before the pay run
  • Starter details are often incomplete
  • Leavers are sometimes not reported
  • You cannot prove what a client sent and when

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

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Ask about your project

Does it work with our payroll software?

Many payroll products accept imports or have APIs, including BrightPay, Sage and Xero Payroll. We check yours before designing the import.

Will clients use a portal?

Clients who submit on their phone in two minutes tend to use it. For those who will not, your team can enter their changes in the same portal so everything is tracked.

Can employees submit their own details?

Starter forms can be sent to the new employee directly, with the employer approving before it reaches your team.

Is employee data secure?

Data is encrypted, access is limited per client and per staff member, and retention follows your practice's policy.

What drives the cost?

The number of payroll clients, your payroll software's import options and how much checking you want built in.

Keep reading

More on Problems We Solve

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Tell us how payroll changes reach your bureau

Describe how many payrolls you run, how clients send changes and what goes wrong. We will tell you what a changes portal could fix, and whether your payroll software already offers something similar.

  1. You tell us what you needTwo minutes on the form, or a message on WhatsApp.
  2. A senior engineer reviews itAnd comes back with questions, a realistic range and an honest view on fit.
  3. Free 30-minute scoping callWe talk through scope, options and a realistic estimate — with no obligation.
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