Getting Started
How to process a regular pay run?
To process a pay run with no changes; please follow the steps below:
- Navigate to Company Dashboard > Payroll Management
- Click “Run Payroll Now” in the Pay Run Wizard
- Select “Fiscal Year” and “Month” from the drop-down menu
- Select “Go to the Pay run step”
- Click “Run Regular Payroll”.
How to process a pay run with changes?
To process a pay run with changes; please follow the steps below:
- Navigate to Company Dashboard > Payroll Management
- Click “Run Payroll Now” in the Pay Run Wizard
- Select “Fiscal Year” and “Month” from the drop-down menu
- Select “I want to follow all the steps” if there are any changes
- Click “Yes” if there are any new joiners and create the profile
- Click “Yes” if there are contract changes
- Search the Employee name in the search bar
- Click on the “Action” button and update the contract by following the steps in Employee Management Q4.
- Click “Yes” if there are any leavers
- For the individual leaver search the Employee name in the search bar click on the “Action” button and enter the leave date. Click “Save” when done.
- For multiple leavers click on “Download template” and input the leave date of the employees. Click “Browse” and upload the filled excel template.
- Click “Run Regular Payroll”.
How to process a manual pay run?
To process a manual payrun; please follow the steps below:
- Navigate to Company Dashboard > Payroll Management
- Click “Run Payroll Now” in the Pay Run Wizard
- Select “Fiscal Year” and “Month” from the drop-down menu
- Follow the steps in Processing Payroll Q1.
- Click “Run Manual Payroll”
- Click on the draft Payroll Run for the month
- Click on drop down menu of the “Export/Import” button and select “Export Payroll Run”
- Input the Regular Benefits and Other Monthly Benefits as per company policy in the sheets of the excel template.
- Click on the drop-down menu of “Export/Import” button and select “Import and Process Excel” to upload the filled excel template.
How to process arrears?
Arrears can be processed through off cycle payroll run.
How can we generate monthly payroll reports?
To generate monthly payroll reports; please follow the steps below:
- Navigate to Company Dashboard > Payroll Reporting.
- Click on “Monthly Payroll Report”.
- Select “Fiscal Year”.
- Click “Download Report” for the monthly payroll report.
How to add/revise the salary for an employee?
The salary of an employee can be added or revised if the payroll run has not been approved.
To add/revise the salary of an employee; please follow the steps below:
- Navigate to Company Dashboard > Payroll Management.
- Select the particular month’s payroll run.
- Click on “Action” and then “Review”.
- Select the employee for whom you want to add/revise the salary.
- Input the changes and then click “Update”.
If the payroll has already been approved then:
- click on “Action” and then select “Unapprove”.
- Follow the above steps to add/revise the salary changes.
How to view Payslips?
To view the Payslips; please follow the steps below:
- Navigate to Company Dashboard > Payroll Management.
- Select the particular month’s payroll run.
- Select the Employee(s)
- Click on the drop-down of the “Download” button.
- Select “Download Selected” or “Download All” to view the Payslip(s).
Is there any email facility for Payslips and Taxcards?
Yes, single or multiple Payslips and Taxcards can be emailed to the employees.
To email the Payslip(s) and Taxcard(s); please follow the steps below:
- Navigate to Company Dashboard > Payroll Management.
- Select any particular month’s payroll run.
- Select the employee(s)
- Click on the drop-down of the “Email” button
- Select “Email Selected Payslip(s)” or “Email Selected Taxcard(s)”.
An employee who left our organization has joined us again. We did not process him/her as a leaver yet. How do we reinstate their record?
Employee record can be reinstated by creating a new contract. To create a new contract; please follow the steps below:
- Navigate to Company Dashboard > Employee Management.
- Select the particular employee by clicking on his/her name.
- Click on Contracts from the upper row.
- Click on “Create/Update Contract”.
- Input the Contract Start Date, select/unselect any information if necessary.
- Click “Next” to update salary information.
- Input any taxable/non-taxable monthly allowance, any post-gross and pre-gross deduction ; then click “Save”.
An employee who left our organization has joined us again. We had already done leavers update. How do we reinstate their record?
A new employee profile must be created to process a leaver an employee again. To create a new employee, follow the steps in Setting up Empoyees Q1.
How to input the salary changes of an employee if he/she has changes in their salary or receive a salary increment?
Changes in Contractual salary can be updated through contracts as follows:
- Navigate to Company Dashboard > Employee Management.
- Select the particular employee by clicking on his/her name.
- Click on Contracts from the upper row.
- Click on “Create/Update Contract”.
- Input the Contract Start Date, select/unselect any information if necessary.
- Click “Next” to update salary information.
- Input any taxable/non-taxable monthly allowance, any post-gross and pre-gross deduction ; then click “Save”.
Is it possible to temporarily remove an employee from the payroll processing procedure?
Yes, you may temporarily remove an employee from the payroll processing procedure. If you want to temporarily remove an employee from the payroll processing procedure; please follow the steps below:
- Navigate to Company Dashboard > Employee Management.
- Select the particular employee by clicking on his/her name.
- Click on Contracts from the upper row.
- Click on “Create/Update Contract”.
- Input the “Contract End Date” and then select “Save”.
You can reinstate the employee in the payroll process by creating a new contract following the same process.
How long does it take to process payroll?
It takes around 1.5 seconds per employee to process payroll.