Permission required: Users with the Payroll Admin Profile, Payroll Managers and Custom Profile can access this feature.
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
The payroll module empowers our clients to efficiently process employee salary payments directly through our platform. It offers the capability to add beneficiaries and create payments while maintaining limited access, ensuring that salary details remain confidential. By using this module, clients can significantly reduce their reliance on banks for managing salary payments, streamlining the payroll process and enhancing overall control and security.
Who can create salary payments
Salary payments can be managed by payroll admins, payroll managers, and payroll clerks, each authorized with specific roles within the payroll process.
How to add Payroll admins
1. Go to Payroll Module and click Settings.
2. Go to Add Payroll Admin and click the -> icon.
3. Click on Edit and search for the user to be added as a payroll admin. Click Done once the user is selected.
4. Click Save.
Note: To be added to this specific role, you must be an Admin. Only a current/existing payroll admin can add another admin to this role. Please contact the designated payroll admin in your organization to be added as a payroll admin, following your company’s policies and procedures.
How to add Payroll managers
1. Go to Payroll Module and click Settings.
2. Go to Add Payroll Manager and click the -> icon.
3. Click on Edit and search for the user to be added as a payroll admin. Click Done once the user is selected.
4. Click Save.
Note: To be added to this specific role, you must be an Admin. Only a current payroll admin can add another admin to this role. Please contact the designated payroll admin in your organization to be added as a payroll admin, following your company’s policies and procedures. The Payroll Manager has the same permissions with the payroll admin except being able to allocate funds to the Payroll account.
How to add Payroll clerks
1. Go to Payroll Module and click Settings.
2. Go to Add Payroll Clerks and click the -> icon.
3. Click on Edit and search for the user to be added as a payroll admin. Click Done once the user is selected.
4. Click Save.
Note: By default only payroll admins and payroll managers can create salary payments, but if a Payroll Admin add any user as Payroll clerk, this will allow them to 'create salary payments' for you.
How to add Payroll Members
1. Go to Payroll Module and click Settings.
2. Go to Add Payroll Members and click the -> icon.
3. Click on Edit and search for the user to be added as a payroll admin. Click Done once the user is selected.
4. Click Save.
Creating a salary payment
Go to the Payroll module and select '+ Create a salary payment' to open the salary creation form.
Enter all relevant details including employee name, amount, payment terms, and other mandatory information.
Upload any relevant documents that support the salary payment.
Review the entries and click "Create Salary Payment" to submit the payment for approval once all information is confirmed.
Save Your Bills as Drafts
This feature allows for securely storing salary information before final submission, providing flexibility to verify details or gather additional documents later.
Navigate to the Payroll section within your account.
Click on '+ Create a salary payment' to begin entering details.
Fill in all known fields, such as employee information, amount, and any relevant information.
Instead of submitting the payment for approvals, click on 'Save changes' to save all entered information.
To complete the draft, navigate to the 'Payroll inbox' tab in the Payroll section whenever you are ready.
