Create, edit and approve a run
The run is the period’s calculation. Approving it is the statement that the numbers are right — which is why it is not the same act as paying them.
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Payroll
Payroll calculates salaries from rules rather than from typing. A run is created, checked and approved; releasing the payments is a separate, deliberate act; and bank details are visible only to the people who need them.
Try it in the demopayroll · 5 tasks
Before you start
- Approved timesheets and settled leave for the period — payroll reads what HR finished, not what it is still deciding.
- The rules and settings, which are held apart from the runs on purpose.
- Bank details entered, under the permission that guards them.
What Payroll does
Salaries calculated from rules, not typed in.
Keep rules apart from runs
Settings live outside any one run so that a rule change is visible as a rule change. A run that differs from last month should be explainable by a rule, not by an edit inside the run.
Read salaries and payroll reports
Each is its own permission. Being able to run payroll and being able to read what everybody earns are different jobs and should be different roles.
Release the payments
Releasing is deliberate and separate from approval. That gap is the last place a mistake can be caught before money moves.
Export for the bank or the accountant
The export is the handover to whatever pays and whatever books it. Reconcile the export total against the approved run before it is sent, every time.
Worth knowing
- Check before paying. The separation between approve and release exists so that somebody looks once more; using them as one step throws away the control.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Payroll on the Human Resources page- Payroll runs created, edited and approved
- Rules and settings held apart from the runs
- Salaries and payroll reports, each its own permission
- Bank details visible only to those who need them
- Payments released as a deliberate, separate act
- Export for the bank or the accountant
Where it connects
The modules Payroll hands work to, or takes it from. Most problems that look like one module are a handover between two.