Payroll Cycle
The human resources (HR) function;
The timekeeping function;
The payroll preparation function;
Payment preparation and pay-out function
The deductions: payments and recording function.
Internal Controls
all applicants should conduct the Interviews with the head of the
department in which the applicant is going to work present
Senior official should authorise and approve all appointments and dismissals/resignations on supporting documentation.
All changes in service conditions should be decided upon by the human resource department after consultation with all interested parties and consideration of relevant laws and regulations
The objective of this function is to ensure that all matters relating to the personnel department are properly maintained.
Documentation used:
o Blank clock cards;
o Hours recorded on clock;
o Batch control sheet and batch register.
Documents Used
Updated list of employee details
Payroll amendment forms
Employee’s file;
Authorising body should document and approve all changes
All amendments should be recorded on sequentially pre-numbered payroll amendment forms and supported by further documentation and should also be authorised and signed by senior management
All documents should be maintained in each employee file
This function is necessary to keep an accurate and complete record of valid hours worked for which the company must remunerate employees
Controls to be implemented
Clock cards should
be numerically accounted for (sequence check)
be issued by the personnel department and prepared from personnel records/master file
be stored at clock machine under supervision, not with the employees
Entry and exit points to the work area should
be limited to one access point
protected by a “turn style” type mechanism
be supervised during clocking periods.
Clock procedures
the clocking machine should be situated at the entrance/exit to ensure that personnel may not leave premises without clocking in/out
supervision over the clocking of employees in order prevent employees from clocking in for absentees
The foreman should
keep a record of personnel present and time worked
sign clock cards as evidence of approval of hours worked by the employee.
the foreman’s clock card should be approved by a senior official
Overtime should:
be authorised by the factory manager or foreman according to the company policy
the foreman’s overtime is authorised by the factory manager
The aim of this function is to calculate gross wages, deductions from employees (which must be paid over to the relevant authorities) and net wages.
Documentation used
Clock cards
Updated list of employees
Payroll (wage journal)
Week to week reconciliation.
Controls to be implemented
The hours recorded on the payroll should be obtained directly from the clock card or computer-transaction file
The wage rates, deductions should be obtained from personnel records or master files
An independent person should review the calculations and castings
The senior personnel should inspect the payroll and the week to week reconciliations performed before payments can be authorised
As proof of functions performed, all personnel should sign payroll
Documentation used:
Authorised payroll;
Payroll
Payslips
Pay-packets
Unclaimed wages register
Control Objectives
The objective of the function is to ensure that employees are paid their wages for only the hours which they have worked
Control to be implemented
- Two signatories, one of whom must be senior management should sign the wage cheque authorise appointments, dismissals and increases
- The payroll should be compare to the wages cheque by a senior employee
- The current payroll should be compared with the previous payroll and the validity of all changes to supporting documentation must be ascertained
- After approval, the payroll and documentation should be signed/stamped as cancelled .
- Two wage department members should do the make-up of wage packets and an extremely tight physical security should be over all aspects of cash handling
- The make up of wage packets is preferably done by an independent persons not involved with the preparation of the payroll
- The details of the wage should appear on the wage-packet and the money in the wage packet should be independently reviewed
- The wages cheque should be cashed at the bank by two or more persons not at regular times and not travelling on the same route
Documents used
General ledger
Payroll (wage journal)
Cash payments journal
Return form
The objective of this function is to ensure that the amounts owed to the relevant authorities are correct, are paid over within the required period, and are supported by the relevant supporting documentation or return.
Controls to be implemented
Appointing risk compliance officers.
Risk management policies
Validity and Authorisation
Completeness
Accuracy
Recording;
Cut off.
All valid payroll transactions should be recorded and nothing is left out.
All recorded wages should be valid and supported by proper documentation
Payroll transaction should be shown at the correct amounts
All purchase transactions should be correctly recorded.
- All payroll transactions should be recorded in the correct reporting period.
Internal controls: A strict monthly schedule for posting the entries to raise the liabilities for the deductions, making the necessary payments on a timeous basis and for supervisory checks on the above activities should be developed
- The pay-out should be done by personnel not involved with the compilation of wages and it must not e done by the foreman.
- As proof of receipt, the employees should sign payroll
- Foreman should sign payroll after pay-out as proof of supervision and
identification of employees.
- The paymaster and the foreman who conducted the
pay-out should agree all unclaimed pay packets to the payroll at the end of the pay-out.- The paymaster should retain unclaimed wages and payroll should lock them away in the company premises
- Independent reconciliations of unclaimed wages on hand and the register should be perfomed regularly and the register should be reviewed for unusual occurrences
- after two weeks the unclaimed wages remaining uncollected should be banked and
a copy of the deposit slip should be attached to the register.
Substantive testing
- Validity/Occurrence
Direction of testing: from the accounting records to the supporting documents.
- Completeness
Direction of testing From source documents to accounting records.
General procedures
Obtain and document understanding of the business
- Evaluate the effectiveness of internal control & the impact on the nature, timing and extent of substantive procedures.
- Preliminary analytics
- Obtain payroll as at year end
- Obtain management representation letter (mention the assertions required in the question)
- Audit the deductions general ledger account