Skip to main content

Running Payroll

This is the step where the system works out everyone's pay for the period. To start, click Payroll → Process Payroll in the menu.

Before you start — a quick checklist​

  • ✅ New employees added, leavers marked inactive.
  • ✅ Salaries and bank details are correct.
  • ✅ All payroll items for the period (allowances, overtime, bonuses, deductions) have been entered.
  • ✅ For new joiners, previous employment figures are recorded.
  • ✅ Leave and claims for the period are approved.
tip

A few minutes of checking now saves a lot of re-work later. Most payroll problems come from missing or wrong information, not from the calculation itself.

Steps​

  1. Click Payroll → Process Payroll.
  2. Choose the period (for example, the month) and the group of employees you are paying.
  3. Start the run. The system calculates each person's gross pay, contributions, tax and net pay.
  4. Review the results. Check the totals and look out for anything unusual — a salary that seems too high or too low, or someone missing from the list.
  5. If something is wrong, go back, fix the employee record or payroll item, and run again.
  6. When everything looks correct, confirm/finalise the run.

Reviewing the results​

Take a moment to check:

  • Is everyone included who should be paid this period?
  • Do the net pay amounts look right compared with last month?
  • Are the contributions and tax present for those who should have them?

You can open an individual employee to see a breakdown of how their pay was calculated.

Before it's final​

A run is not final until you finalise it. After the system calculates, you can review the results, go back to fix an employee record or payroll item, and run again as many times as you need. Only when you confirm/finalise is the run locked.

warning

Once payroll is finalised and paid out, changes are much harder to make. Review carefully before you confirm. If you spot a mistake after finalising, you may need to make an adjustment in the next period.

After running​

Once finalised, you can:

  • Print payslips for staff — see Payslips.
  • Generate bank payment files and government forms — see Reports.
  • View the run later under Past Payroll.