Annual PAYE review shows the employee population for one tax year and one exact as-of pay date. Use it to find decisions that need action and, where eligible, set or confirm methods for selected employees. It does not carry a prior-year decision into a new year automatically.

Steps

  1. Choose the review scope

    Open Employees → Annual PAYE review. Set Target tax year and As-of pay date. They must be in the same year. A future-year view is planning for that year and does not change current-year payroll. Select Refresh review after underlying employee or payroll evidence changes.

  2. Work through the employee list

    Use Show to switch among Needs action, All employees, and Ready / confirmed. Read each row’s Status, Why, Required action, and Method / position. A prior-year method appears only as context. Opening position ready and Earlier history needs attention refer to evidence separate from method confirmation.

  3. Open an individual decision

    Select Open decision when facts, method eligibility, a conflict, or opening evidence needs individual review. The dedicated screen retains the selected tax year and pay date. Review the employee’s decision and opening migration as directed, then return to this list.

  4. Apply an eligible bulk action

    Select the intended employees. Use Set PAYE method to record one supported method for the selection, or Confirm decisions when the selected saved decisions are eligible for confirmation. Read the dialog’s method and employee list before applying. The app checks the method against every selected employee; conflicted and already-ready rows cannot be selected for bulk changes.

  5. Review the result

    Inspect any Rows needing follow-up. A row can report that its method was saved while confirmation still needs attention. Select Open decision for that row, resolve the named issue, and refresh the review. Recalculate an earlier payroll preview after confirming a method.

    Expected result: The intended employees move to the appropriate ready or follow-up status for the selected pay date.

For the employee-level steps, see Review and confirm an annual PAYE decision.