Payroll Mgmt
This guide walks through each screen in the Payroll Mgmt menu of the HR module: Dashboard, Payslips, Payslip Batches, Work Entries, Contracts, Loans, Payroll Summary, Bank Transfer List, Cost Centre Report, Year-to-Date, Payroll Companies, Salary Structures, Pay Frequencies, Payroll Addons, Settings.
Dashboard
Where to find itHR → Payroll Mgmt → Payroll → Dashboard
How to use Dashboard
- 1Open Dashboard
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Dashboard under Payroll.
- 2Use the available actions
Buttons available on this screen: New Payroll Run, View All, Create your first run..
Payslips
Where to find itHR → Payroll Mgmt → Payroll → Payslips
How to use Payslips
- 1Open Payslips
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Payslips under Payroll.
- 2Use the available actions
Buttons available on this screen: New Single Payslip.
Payslip Batches
Where to find itHR → Payroll Mgmt → Payroll → Payslip Batches
How to use Payslip Batches
- 1Open Payslip Batches
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Payslip Batches under Payroll.
- 2Use the available actions
Buttons available on this screen: NEW.
Work Entries
Where to find itHR → Payroll Mgmt → Payroll → Work Entries
How to use Work Entries
- 1Open Work Entries
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Work Entries under Payroll.
- 2Use the available actions
Buttons available on this screen: + Manual Entry.
Contracts
Where to find itHR → Payroll Mgmt → Payroll → Contracts
How to use Contracts
- 1Open Contracts
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Contracts under Payroll.
- 2Use the available actions
Buttons available on this screen: Add Contract, Add first contract.
Loans
Where to find itHR → Payroll Mgmt → Payroll → Loans
How to use Loans
- 1Open Loans
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Loans under Payroll.
- 2Use the available actions
Buttons available on this screen: New Loan.
Payroll Summary
Where to find itHR → Payroll Mgmt → Reports → Payroll Summary
How to use Payroll Summary
- 1Open Payroll Summary
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Payroll Summary under Reports.
Bank Transfer List
Where to find itHR → Payroll Mgmt → Reports → Bank Transfer List
How to use Bank Transfer List
- 1Open Bank Transfer List
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Bank Transfer List under Reports.
Cost Centre Report
Where to find itHR → Payroll Mgmt → Reports → Cost Centre Report
How to use Cost Centre Report
- 1Open Cost Centre Report
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Cost Centre Report under Reports.
Year-to-Date
Where to find itHR → Payroll Mgmt → Reports → Year-to-Date
How to use Year-to-Date
- 1Open Year-to-Date
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Year-to-Date under Reports.
Payroll Companies
Where to find itHR → Payroll Mgmt → Configuration → Payroll Companies
How to use Payroll Companies
- 1Open Payroll Companies
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Payroll Companies under Configuration.
- 2Use the available actions
Buttons available on this screen: + Add Company, Add one..
Salary Structures
Where to find itHR → Payroll Mgmt → Configuration → Salary Structures
How to use Salary Structures
- 1Open Salary Structures
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Salary Structures under Configuration.
- 2Use the available actions
Buttons available on this screen: + Add Structure.
Pay Frequencies
Where to find itHR → Payroll Mgmt → Configuration → Pay Frequencies
How to use Pay Frequencies
- 1Open Pay Frequencies
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Pay Frequencies under Configuration.
- 2Use the available actions
Buttons available on this screen: + Add Frequency.
Payroll Addons
Where to find itHR → Payroll Mgmt → Configuration → Payroll Addons
How to use Payroll Addons
- 1Open Payroll Addons
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Payroll Addons under Configuration.
- 2Use the available actions
Buttons available on this screen: Install.
Settings
Where to find itHR → Payroll Mgmt → Configuration → Settings
How to use Settings
- 1Open Settings
In the HR module, open Payroll Mgmt in the green navigation bar, then choose Settings under Configuration.
- 2Use the available actions
Buttons available on this screen: Save Settings.