Payroll Management

Before starting to create pay runs "payroll", you must setup the following:

• Employees salary details such as payment cycle, base hours, number of hour per week, etc
• Employees leave entitlements
• Employees superannuation
• Tax withheld configuration for each employee
• Bank accounts for employee, used when generating a bank file

Adding a Pay run

When you add new pay run, the system evaluates and prepares active employees' payroll based on the last pay run details and the employee's pay cycle frequency, when there is an out of cycle employees, the payroll system excludes those employee from this pay run.

For first time employees, make sure to set the correct pay cycle date for the employee, all future pay cycle dates will be managed by the payroll system based on the last pay and payment cycle frequency

Follow the next steps to create a pay run:

1. Access the Payroll from the application menu
2. Click New Pay Run
3. The new pay run window appears
• Payment Cycle select the payment cycle

If any draft pay run detected, it will be displayed, click the Reset Pay Run to delete the draft copy and start over.

• Out of cycle employees select this option if you want to include the out of cycle employees in this pay run

If this is the first pay run, make sure to select the correct date range. All future pay runs, will be configured based on the last pay run and the employee's pay frequency.

• Payroll Date Range select the period's start and end dates
• Pay Date select the pay run's pay date
• Click Prepare Pay Run and confirm to prepare a draft pay run
• A list of employees' payroll is displayed
• Review Payroll click on the Edit button to view the required payroll payment

To remove employees that you do not want to include in this pay run, select the required employees to delete then click Delete Payroll

• Add Pay run click Confirm Pay Run and click Yes to confirm



When you prpeare a pay run, you only create a draft pay run copy, it will not be added as a business payroll, you must click on Confirm Pay Run to move the draft copy into a business payroll.

Updating a Payroll

Follow the next steps to update a payroll:

1. Access the Payroll from the application menu
2. Click the Edit button next to the required payroll
3. The selected pay run transactions appear
4. Double click on the required employee's payroll
5. The payroll details window appears
6. Check and review the current payroll details
7. Click Save

Generating a bank file

Follow the next steps to prepare a bank file:

1. Access the Payroll from the application menu
2. Click the Bank File button next to the required payroll
3. The bank file window appears
4. Review the bank file details
5. Check all payment to include in this bank file
6. Click Save Bank File

The downloaded bank file can be used to import all payments into the bank online banking portals

7. To mark paid payrolls as paid, click Update Paid Status

Emailing Pay Slips

Follow the next steps to email employees' payslips:

1. Access the Payroll from the application menu
2. Click the Pay Slip button next to the required payroll
3. The email pay slips window appears
4. Select the business email profile
5. Select the payment slips that you want to send
6. Click Send Pay Slip

It might take some time for the payslip to be sent as this process creates a request and adds it to the email queue.

Deleting a Pay Run

Select the pay run and click the Delete button, confirm the delete request

To delete one more payrolls within the pay run, click on the Edit button next to the required pay run, select all payrolls to delete and the Delete button and confirm the delete request

When deleting a pay run, all payrolls within the pay run will be deleted, paid payrolls can not be deleted