Task List
The "Task List" page provides users with a centralised view to monitor and manage a wide range of operational tasks and warnings. It covers activities related to workers, customers, suppliers, placements, timesheets, and data imports. Users can easily track outstanding actions, identify issues requiring attention, and resolve warnings to ensure smooth payroll processing and data management. The page is designed for efficiency, helping users prioritize tasks and maintain compliance across all key areas of the system.
Task List also contains workers who have been marked as error due to failed starter validation(s).
Viewing Tasks & Warnings
To view payroll associated tasks and warnings, follow these steps: -
Navigate to Homescreen
Click on a Task under "Task List" in the left section of the screen
Users can also filter the "Task List" to view tasks associated with a specific category/entity. Users have the option to filter the task list using: -
Period: - Filter tasks and warning raised in specific period.
Filter by Entity: - Filter tasks and warnings raised by specific entity, e.g. worker, customer, etc.
Task:- Filter list for specific task e.g. "1144 - Review Overpayment for worker: [WorkerRef] - [WorkerFullName]"
Status of Task: - Filter task list based on the status of a task or warning e.g. resolved or not.
Task List can only be filtered using "Task" when "Filter by Entity" is selected as "Show All"
This sketch cannot currently be displayed in exports
Tasks not resolved in current payroll period will be carried forward to next period (where applicable).
Resolving Tasks
Correcting an error or warning, automatically removes the associated task from the task list. However, in the event, where users don't want to correct the error/warning and would simply like to remove the task from the task list, a task can be marked as "Resolved" manually. To mark a task as resolved, follow these steps: -
Navigate to Homescreen
Click on a Task under "Task List" in the left section of the screen
Click on "Resolved" next to the required task
Users can also mark multiple tasks as "Resolved" at the same time, if all tasks belong to same category, to achieve this: -
Filter the task list as "Filter by Entity" = "Show All"
Filter the task list for a specific type of task under "Task" filter
Click on "Resolve all Available Tasks?"
Not all tasks and warnings can be manually marked as "Resolved"
To view all resolved tasks, follow these steps: -
Navigate to Homescreen
Click on a Task under "Task List" in the left section of the screen
Click on "Show Resolved Tasks?" in the top section of the screen
Tasks marked as "Resolved" can be marked as "Unresolved" by unselecting the "Resolved" box against the task in the "Show Resolved Tasks?" list.
Downloading Task List
Users also have the option to download the task list for analysis and auding purposes.
To download a task list follow these steps: -
Navigate to Homescreen
Click on a Task under "Task List" in the left section of the screen
Click on "Download to CSV" in the bottom right corner of the list
"Download to CSV" will download all available tasks as per the task list filters (where applicable).
Some tasks are carried forward into future pay periods if unresolved. This ensures you're continuously aware of outstanding issues that may impact payroll accuracy. Reviewing and resolving tasks promptly helps prevent errors, supports compliance, and ensures that each pay run is processed correctly. These tasks are: -
Timesheet
Timesheet for [WorkerFullName] has a rate under National Minimum Wage!
No
Timesheet held from Payroll
No
Timesheet held from Invoicing
No
Warning - Review duplicate timesheet [CurrentTimesheetRef] appears to have same rate as [DuplicateTimesheetRef]
No
Nominal Codes
No nominal Code found for rate ref [RateReference] for [WorkerFullName]
No
Nominal code reference missing for [NominalCode] for [WorkerFullName]
No
Net Pay nominal code could not be found for [WorkerFullName]
No
Worker Validation
Worker already on the system with that National Insurance Number
Yes
Missing National Insurance Number for Worker
No
Gender does not match the Workers Title
No
Bank Details are in an incorrect format
No
NI Letter Code does not match Workers Date of Birth.
No
No Tax Code has been entered for the Worker.
No
PAYE worker not enrolled in a pension scheme.
Yes
Bank Account Pay Method but no Bank Account provided
Yes
Review Overpayment for worker: [WorkerRef] - [WorkerFullName]
No
[WorkerFullName] is suspended from payroll
No
NI Letter Code does not match worker gender
Yes
Review Court Order calculation for backdated pay for worker: [WorkerRef] - [WorkerFullName].
No
Start Date is in the future
Yes
Worker Forename contains invalid data according to FPS requirements.
Yes
Worker Surname contains invalid data according to FPS requirements.
Yes
Worker Address contains invalid data according to FPS requirements. [Error]
Yes
Worker validation - Warning worker aged under 16
No
Age must be 16 or above.
Yes
Cannot set International Address when Country is UK or GB.
Yes
Cannot set International Address when Country is UK or GB for contract address.
Yes
Cannot set International Address when Country is UK or GB for supplier [SupplierRef].
Yes
Worker Year to Date Figures are negative please correct: [WorkerRef] - [WorkerFullName] : [FailedReason].
No
Warning - please check NI number is correct for worker [WorkerFullName]. If unknown please leave blank.
No
Worker has Gender set to Male when SMP has been paid in the current year.
No
[WorkerFullName] has an average pay rate under National Minimum Wage!
No
Error - worker with future Date Of Birth.
Yes
Worker left in previous tax year. Please process an FPS adjustment for the previous tax year for this worker to report leave date to HMRC.
Yes
Error - Worker is already live on payroll. You must send the FPS containing their leave date before worker can be added again as a new starter.
Yes
Workplace Postcode must be populated when a Freeport or Investment Zone NI letter is used
No
Workplace Postcode must contain a valid postcode
No
The NI Letter cannot be [NiLetter] if Date Of Birth is after 5 April 1961
Yes
Warning - Holiday scheme must be assigned to worker [WorkerReference] to process holiday payments
Yes
Error: An employment already exists for this worker with the same start date. [WorkerReference]
Yes
Data Import
Data import for '[DataImportArea]' has some errors
No
Pension
Pension re-enrolment: missing staging date
Yes
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