Contents of this article are applicable to the following users
Product: Payroll
Platform: Web
Access Level: Owner
Once your payroll is finalized, you can create payments to generate the bank file and publish payslips. Multiple payrolls can now be combined into a single payment, allowing you to generate a consolidated bank file and payslip.
This guide will cover how to:
Create Payment
To create a payment,
Go to Payroll > Payment
Click on Create Payment
All finalised payrolls that have not been added into any payments will be displayed on this page. If a payroll is missing from the table, please go to the Payroll List page and finalise it first.
Once done, click on Create and a payment will be created. You will now be able to:
Publish Payslips
Download Bank Files
Download Payment Report
Download All Payslips
Delete Payment
Manage Payment
Publish Payslips
Learn more on how to publish and unpublish payslips in this help article.
Download Bank Files
Learn more on how to generate and download bank files in this help article.
Download Payment Payroll Report
To download monthly payroll report for a specific payment,
Go to Payroll > Payments > … button > Download Payment Payroll Report
You will be redirected to the Payroll Report page. The payroll filter will automatically select all payrolls in the payment.
Select staff and click on Download Report
Download All Payment Payslips
This feature enables you to download all payment payslips into your device at any time
Go to Payroll > Payments > … button > Download All Payslips
All the payslips will be zipped into one file and downloaded immediately.
If you have not published the payroll, all the payment dates in the payslips will be shown as “Unpublished”.
To resolve this, you can publish the payroll and download all the payslips again. By publishing the payroll, the payslips will be distributed to the employees.
Delete Payment
To be able to unfinalize a payroll, the payment associated with it must first be deleted. All published payslips will also be withdrawn.
Go to Payroll > Payments > … button > Delete Payment
A modal will appear. Click on Delete to delete payment