Payroll Process

Payroll Process

Payroll Processing calculates pay for a group of employees at once — earnings, deductions and net pay for a chosen month. It is the batch step; individual payslips are produced separately.

Where to find it

Go to HRM > New > Payroll.

Step 1: Select Payroll Criteria

FilterPurpose
Select MonthThe period being paid.
Select DepartmentRestrict to one department, or run everyone.
Select GradeRestrict to one grade, where relevant.

Step 2: Process Payroll

  1. Set the month and any department or grade filter.
  2. Tick the employees to include — one, several or all.
  3. Review the calculated figures.
  4. Process.
Attendance must be complete before you run payroll. Loss of pay is calculated from recorded presence, so a month with missing attendance produces payroll that overpays — and attendance cannot be edited once payroll is processed for that date.

Payroll Page vs. Payslip Page

ScreenWorks onUse for
PayrollMany employees at onceRunning the monthly cycle for a department or the whole company.
PayslipOne employeeAdjusting an individual — entering allowances, loss of pay or loan repayment changes.

Summary

Payroll is the bulk calculation; the payslip is where an individual's figures are reviewed and adjusted. The usual cycle is: complete attendance, run payroll for the month, then check payslips for anyone whose pay needs adjusting, and finally pay through Employee Payments.

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