🧑‍💼 HR & Payroll

Running monthly payroll

Salaries, loans and allowances, the monthly process and finalising it.

Payroll sits under HR Management → Payroll. The month's figures are assembled from the salary file plus whatever has been keyed against that month, then processed and finalised.

What payroll reads

ScreenWhat to keep in it
Employee Master FileThe payroll-side employee record.
Employee SalariesThe standing salary per employee.
Increments / PromotionsChanges to those salaries, with their effective dates.
Loan Master FileLoans and the instalments recovered from pay.
Monthly Allowance & DeductionsOne-off additions and deductions for the month.
Monthly LeavesThe leave that affects the month's pay.
Pre PaymentsAdvances already paid.
Employee ExpensesExpenses reimbursed through the payroll.
Department Codes / Designation CodesThe payroll-side groupings.

Processing the month

  1. Open HR Management → Payroll → Monthly Payroll Process.
  2. The first field reads "Enter the Month & Year as (mm) (yyyy) :" — key the month and the year into the two boxes.
  3. Check Total Days in Month.
  4. Check No. Of Persons to Process.
  5. Press Process.

Finalising the month

  1. Open Monthly Payroll Process Final.
  2. Enter the same month and year, and check the person count.
  3. Press Final.
Heads up Payroll does not post to the general ledger. The month's cost has to be journalled across yourself, with a JVR on the finance side.

Payroll Runs

The Payroll Runs screen lists what has been processed, so you can see which months are done.