
There is no right or wrong decision as to whether payroll processing should be managed internally or externally. Complete this worksheet to identify the best solution for your company.

















Affinity / Worksheet: Identify your goals and assess your suitability for outsourced payroll services
© Affinity 2021
Update employee details | New employee establishment |
Change bank accounts | Emergency contact details |
Terminations | Award updates |
Rate updates | Certificate and document electronic filing |
Leave balances | Manual data entry |
Validate bank codes |
Your employees have direct access to our help desk to discuss any query they may have.
Update employee details | View payslips |
Change bank accounts | Timesheet logs |
Job/project logging | Schedule and apply for leave |
Apply for training | Review/predict leave balances |
View org charts | Receive notifications |
Accept policy | Review documents |
Log mileage claims | On-board |
Managers have direct access to our help desk to eliminate the need to escalate payroll queries to an internal resource.
Update employee details | View payslips |
Change bank accounts | Authorise Timesheets |
Authorise Job/project logging | Authorise leave |
Authorise training | Review/predict leave |
View org charts | Receive notifications/HR tasks |
Accept and manage policy | Review documents |
Run Reports | Manage on-boarding |
Compare labour costs to budgets | Manage performance |
Plan labour budgets | Update Manager Dashboards |
Conduct Performance reviews | View competencies |
Dashboards provide warnings and notifications of events that may cause financial loss or harm. Activities include reviewing/authorising employee requests, reviewing budgets, performance reviews.
Executives have direct access to our help desk for any query or request for data, specialised report or urgent task.
Maintain workflow for electronic forms | Business wide warnings and notification management |
Ad-hoc report writing | Scheduled management reports |
View org charts | Receive notifications/HR tasks |
Control Online policy and document management | Review Audit Reports |
Payroll Sign Off | Control and Authorise payments |
Bank File Sign Off | Authorise Starter/Terminators |
Provide redundancy quotes | Online access to termination wizards |
Payroll Software Maintenance and Upgrades | Check that upper and lower parameters for net pay are not exceeded |
Calculate manual payments | Ensure deductions do not result in negative payment |
Disaster Recovery Solution for Payroll | Validation of Payroll input |
Payroll Expertise | Payroll Setup and Control File |
Validate Bank codes | Administer Court Orders |
Check compliance | Administer personal data changes |
Ad-hoc reporting | Manage overtime and timesheet data |
Liaise with third-parties | Employee Masterfile management |
Deductions for non-statutory items | Calculate and manage leave |
Process Payroll | Rectify – pre payroll processing errors |
Award interpretation | Payroll Setup and Control File |
Produce tax files | Produce bank EFT’s |
Liaise with third-parties/disbursements | Superannuation file management |
Output Standard Reports | Filing and Archiving of data |
Post pay-run payroll support | Reconciliation of payroll |
Ad-hoc reporting | Print and distribute Payslips |
Produce third party EFT | Pay Other Disbursements |
Distribute standard reports | Output electronic file transfer to General Ledger |