Payroll runs
Generate monthly payslips, calculate tax, and produce bank payment files.
Overview
Payroll runs compute salaries for the month based on employee compensation, attendance deductions, leave taken, and tax. Output: payslips per employee + a bank payment file.
Prerequisites
- Owner, Admin, or HR Manager role
hr_modulefeature flag- Employees with complete records and salary structures
- Approved attendance for the period
Steps
Open Payroll. HR → Payroll.
Click "+ New run".
Pick period. Month/year. Default: current month.
Select employees to include. Default all active. Exclude on-leave-without-pay etc.
Run preview. System computes per-employee payslip — base, allowances, deductions, tax, net pay. Review.
Adjust if needed. One-off bonuses or deductions: edit individual payslips before finalising.
Finalise the run. Finalize locks calculations. Each employee gets a payslip; bank payment file generated.
Download bank file. Download payment file — CSV or NIBSS format depending on country. Upload to your bank for processing.
Distribute payslips. Send to employees emails each their payslip. Or print and hand-deliver.
Expected outcome
- A
PayrollRunrecord finalised Payslipper employee with breakdown- Bank file ready for upload to processing bank
- Audit log captures the full run
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Run preview misses an employee | Inactive or no salary structure | Activate; assign structure |
| Tax wrong | Tax band or PAYE rates outdated | Update HR Settings → Tax bands |
| Net pay zero or negative | Excessive deductions | Audit deductions; might be data error |
| Bank file rejected by bank | Format mismatch | Verify country format; some banks need specific encoding |
| Employee disputes payslip | Component error | Open the payslip → Adjust with reason |