Running monthly payroll
Process the month's pay, review it, approve it, then download the bank advice and generate payslips.
Payroll is run by HR from HR & Payroll → Payroll → Pay Runs: run each month's pay, approve it, then send it to the bank.
Before you start
- Every employee you want to pay needs a salary — a salary structure and annual CTC, or an hourly rate. See Adding an employee.
- Add the month's one-off inputs in Payroll → Pay Adjustments.
- Approved expense claims are paid with a coming pay run.
A pay run has three stages
| Stage | What happens |
|---|---|
| Process | Salaries, attendance and one-off inputs are calculated |
| Approve | A payroll owner signs the figures off |
| Pay out | The bank advice goes to the bank |
The page always shows the one next step as a single button.
How to run payroll
- Go to Payroll → Pay Runs and choose the month and year.
- Select Process … payroll. When calculation finishes, the run shows Ready to approve.
- Select Review & approve to open the run. Check the Pay summary, Earnings and Deductions tabs.
- Found something wrong? Fix it — for example in Pay Adjustments or on the employee — and select Re-run.
- When the figures are right, select Approve run. The run is now Approved and locked.
- Select Download bank advice and send it to your bank to pay salaries.
- Select Generate payslips so employees can see them in My Pay → Payslips.
After payroll
- Payslips for everyone are in Payroll → Payslips.
- Settle employees who are leaving in Payroll → Full & Final.
- For Indian workspaces, statutory returns are in Payroll → Statutory Compliance.
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