MY 7.1: How to generate Payroll?

Before you can conduct a payroll run, you have to ensure that the following steps

Payroll Generation

Step 1: Getting Started

Step 2: Defining your Payroll Components

Step 3: Adding/Removing Users from Payroll Batch

Step 4: Editing Payslips - Adding Allowances, Additional Payments and Deductions

Step 5: Finalizing your Payroll

Step 1: Getting Started

1. On the left sidebar menu, Click Payroll
2. Click Generate Payroll Batch
3. Select your intended Month for Payroll
4. Click Generate

Step 2: Defining your Payroll Components

1. Select Payroll Group from the drop down list (*Note: Payroll Period Groups are configured here)
2. Select the Earnings to be included in the Payroll Group
3. Select the Overtime Period from the drop down list if Overtime is selected to be included in the Payroll Group
4. Click Next Step

Step 3: Adding / Removing Users from Payroll Batch

1. Check box to select individual employees.
2. Click Generate
3. Your Payroll is now being generated. Status will become "Pending" once it's done.
4. Click anywhere on the Payroll Batch record to access Payroll Batch

Step 4: Editing Payslips - Adding Allowances, Additional Payments and Deductions 

1. After clicking on a Payroll Batch, click on an Employee to view their payslip.
2. Click on Action > Payslip Leave to view all Leave taken during this Payroll period.
3. Click on the  icons to switch between the payslips of Employees in the list below.
4. Use the search bar to search for a particular Employee.
5. Select an Employee from the list.
6. Click on the  icons to hide / unhide the Employee list.
7. Click on the  icon to edit the Basic Pay. Once done, click the  icon to Save.
8. Click on the  icons to add Allowance, Additional Payment and Deduction, if required. (*Note: Click on the "x" to delete any created Allowances, Additional Payments or Deductions if necessary.)
9. Select a Pay Item from the drop down list. (*Note: These Pay Items would have already been created here.)
10. Key in the Value.
11. The Value entered will be reflected here for confirmation.
12. Once done, click Add to add this item to the Payslip. 
13. Select the Payment Mode from the drop down list.
14. Once all amendments to the Payslip have been made, click Save.
15. Click Regenerate Payslip to return it to the original copy before any amendments were made. (*Note: Do this if any global settings were changed i.e. a Pay Item setting was changed in Settings or a Pay Item was added to the Employee's profile after this Payroll Batch was generated. Clicking on Regenerate Payslip will reflect those changes in this Payslip automatically.)
16. Click on the  icons to switch between the payslips of Employees.
17. Click on Back to return to the Payroll Batch.

Step 5: Finalizing your Payroll

1. Select your Payment Date.
2. Select Send Email On Date (date where pay slips are released to employees)
3. Select Department & Role to filter employees displayed.
4. Check to Select User/ Users, to be affected by Action on "5."
5. Click Action to reveal drop down menu for the following:
   • Add Users
   • Import Pay Item
   • Delete Pay Item
   • Regenerate Selected Payslip
   • Remove Selected Users
6. Click to Finalize Batch

Add Users to an existing Payroll Batch

1. Search for Users using the search bar
2. heckbox to select individual employees
3. Click Add

Import Pay Item

1. Click on Download import file. The Excel template file will be downloaded. Fill in the template file and save it to your computer
2. Select the Pay Item
3. Once selected, select the Category from the drop down list that appears. For those Pay Items where there is only one option, the drop down list will be disabled
4. Click upload to locate the saved Excel template file in your computer
5. Click Import. The values will be updated in the Payroll Batch. (*Note: The values uploaded using the import template will override any existing values in the corresponding Pay Item in the Payroll Batch)

Delete Pay Item (All Users)

1. Select the Pay Item you would like to delete from the drop down list
2. Click Delete
3. Click Proceed to confirm. (*Note: The action will deleted the selected Pay Item from all the users in the Payroll Batch

Regenerate Selected Payslip

1. Click the checkbox to select individual employees to regenerate their payslip.
2. Click on the  icon, then click on Regenerate Selected Payslip.
3. Click Confirm.

Remove Selected Users

1. Click the checkbox to select individual employees to remove them from the Payroll Batch.
2. Click on the  icon, then click on Remove Selected Users.
3. Click Confirm.