How It Works

Here's a video of how Payroll works:

Create a new payroll

After setting up a business entity, pay items, and employees’ data, follow the following steps to run payroll:

Click on the Payroll menu next to the timesheet and then click on Run Payroll on the left sidebar menu.
On the Run Payroll page, set all the required setting:
1. Pay Period: Set the Month and Year
2. Whole Month/Adhoc:
  1. Whole Month: Generate payroll for the whole month period
  2. Adhoc: Allows you to generate separate payrolls for different purposes to generate claims separately from the monthly payroll as well.
3. Timesheet Period: Select the timesheet start and end dates
4. Payroll ID: Customize your Payroll ID according to your preferences.
  Example: Fulltimers-HQ, May 24 Full-timers, etc
5. Pay Items to Include: Select the pay items to include in the payrun. Amounts for the selected items will be automatically displayed when the payrun is created.
  1. You can manually add any unselected pay items while editing the payrun later.
Select the employees* to be included in the payroll.
*Employees who are not ready for payroll have red (!) marks which means that they have not tagged to a business entity or have missing required information needed for payroll.
1. Staff is not tagged to any entity yet.
2. There is incomplete required information for payroll on staff's profile.
3. Effective pay period is clashing with the selected timesheet period.
You can filter out staff that requires attention with the conflict filter. To resolve the issues above:
1. Tag staff to a business entity on staff's profile.
2. Complete all the required information on staff's profile.
3. Change the timesheet period or change the effective pay period on staff's profile to an earlier date than timesheet period.
After resolving the missing information, click Create Payroll to proceed.
You will be directed to the Payroll List page while the system generates the payroll.
You can refresh the page and will be able to do an Edit once “Generating” status changes to “Pending”.
Note: Generating usually takes a few seconds or minutes to complete, please check and refresh in your browser accordingly.

Edit the payroll

Once the status changes to “Pending”, click the Edit button. This will take you to the Edit Payroll page.
Within the edit payroll page, you can:
1. Change Payroll ID (optional)
2. Add Pay Items
  1. Click Add Pay Item dropdown.
  2. Choose the pay item you want to add.
    Note: If you haven't created any additional pay item, you can create one by following this article.
3. Edit the amount
4. Remove the pay item
  If you accidentally remove a pay item, you can re-add it again by clicking on the Add Pay Item dropdown.
5. Edit Proration
  Proration applies to all elements within the compensation period. For further understanding of proration, please refer to another help article.
  1. Click the Edit Proration button in the Compensation Details column.
  2. Enter the new number of days worked and total working days.
  3. Click Save to apply the changes.
6. Add Remarks (optional)
7. Remove Staff from the payroll (optional)
When you finished editing the payroll, click the Save & View Summary button on the bottom right.

Note: All changes are automatically saved as you edit. You do not need to worry about losing your work if you are logged out accidentally.

Check payroll summary

At the View Payroll page, you can check if Take home pay and Gross Salary are correct for this payroll.

View Month Total & CPF

Finally, from the Payroll List page, you can view Monthly Total and CPF Summary

You will see the monthly totals across all payruns for that month, per entity and per staff.

Next, please refer to the following to learn more

FAQ

Q: What should I do if I set the pay period and/or timesheet period wrong, and the payroll has been created?

A: Don’t worry, you can delete the incorrect payroll and Run a new payroll. To delete a payroll:

Select the payroll you want to delete and click on View Payroll.
You will be directed to View Payroll page, then click on the Delete Payroll.
A confirmation modal will appear, click on Delete Payroll.
Your payroll will be deleted.

Q: I set the basic rate for an employee wrong, how do I revise it in payroll?

A: If you make changes in Timesheet or My Team, the data in the payroll will not change. You need to delete the payroll or remove the staff from the payroll, then change the Timesheet and/or My Team data, and finally generate a new payroll.

Q: Why deactivated staff who worked for payroll period does not show up on payroll?
A: For deactivated staff, make sure that you've filled their "Contract End Date" so that they will be shown on the payroll list.

If it's not filled, the staff WILL NOT be shown on the payroll eventhough the period is already set up correctly.