Academy

Run payroll for the month

Generate the payslips for a month, check them, and move the run from Draft to Confirmed to Paid.

Payroll 6 steps 0:46 video Payroll - Manager
Where to find it PayrollPayroll RunsNew Payroll Run

Before you start

Every employee you want to pay needs a salary structure. See Salary components and salary structures.

Steps

  1. Open Payroll. The list shows every run. A Draft run can still change; a Confirmed run is final. Click New Payroll Run.
  2. Choose the Payroll Month. The Pay Date and Notes are optional.
  3. The table shows who will be paid, with gross pay, deductions (such as loan instalments) and net pay.
  4. Click Generate Payroll.
  5. The run opens as a Draft. Check the Gross, Deductions and Net Pay tiles and open a payslip to look closer.
  6. When everything is right, click Confirm. After the salaries are transferred, click Mark Paid.

Important

Confirming a run locks the payslips. Check the draft first. If something is wrong before you confirm, change the payslip or the salary structure and click Regenerate, or Delete the draft and start again.

Note

A confirmed run has Reset to Draft if you need to correct it. A paid run cannot be reset.

What happens next

Adjust one payslip, or print it: adjust and print payslips. To pay by bank transfer, download the WPS file.

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