Payrolls
What is in the “Payrolls” section?
This section is where HR team runs monthly payroll for multiple entities.
| Items | Descriptions |
|---|---|
| Entity | Entity name |
| Year-Month | Year and month of a payroll run |
| Total | Overall headcount per entity per month |
| Count | Total headcount for the current month payroll run |
| Left | Remaining headcount for the current month payroll run |
| State | Payroll state (Draft --> Generate --> Review --> Approve --> Process) |
| Created Date | Date of creation |
| Created By | Created by a particular user |
| Modified Date | Last modified date |
| Modified By | Modified by a particular user |
 | To run a payroll |
 | To edit a payroll |
 | To generate CPF Form |
 | To generate Bank Form |
 | To export the payroll grid in Excel |
 | To add pay component |
 | To add employees |
 | To reset record |
 | To delete employee |
 | To unlock employee for editing (draft state) |
 | To save the layout, reset layout, clear filters or refresh the page |
How do I run a payroll?
1. Click on Add.
2. A new Run Payroll form appears
3. Select Entity.
4. Select Year.
5. Select Month.
6. Select Employees.
7. Click Next.
8. Tick the box next to Employee Name(s).
9. Click on Add Pay Component .
a. Select Pay Components
b. Enter the Amount.
c. Click Save
To add employees to this payroll run click on Add Employees
.To remove employees to this payroll run click on Delete
.Click Generate.
Payroll is now at Generated state.
How do I review a payroll run (in “Generated” state)?
1. Tick the box next to Entity.
2. Click on Edit.
3. Review all the information.
4. Click on State and select Review.
5. Click Save
a. Save – to save changes.
b. Save & Close – To save and return to the main grid.
6. Payroll is at Reviewed state.
How do I approve a payroll run (in “Reviewed” state)?
1. Tick the box next to Entity.
2. Click on Edit.
3. Review all the information.
4. Click on State and select Approved.
5. Click Save.
a. Save – to save changes.
b. Save & Close – To save and return to the main grid.
6. Payroll is at Approved state.
How do I process a payroll run for disbursement (in “Approved” state)?
1. Tick the box next to Entity.
2. Click on Edit.
3. Review all the information.
4. Click on State and select Processed.
5. Enter Payroll Bill Posting Date
6. Click Save.
a. Save – to save changes.
b. Save & Close – To save and return to the main grid.
7. Payroll is at Processed state.
How do I cancel a payroll run?
1. Tick the box next to Entity.
2. Click on Edit.
3. Click on State and select Cancel.
4. Click Save.
a. Save – to save changes.
b. Save & Close – To save and return to the main grid.
5. Payroll is at Cancelled state.
How do I unlock a payroll run to make changes?
1. Tick the box next to Entity.
2. Click on Edit.
3. Click on State, select Draft and click Save.
4. Tick the box next to Employee Name.
5. Click to unlock the Employee.
6. Edit the required pay components.
7. Click Save.
a. Save – To save
b. Save & Close – To save and return to the main grid
c. Generate – to generate payroll
8. May proceed to Generate Payroll run again.
How do I generate CPF Form?
1. Tick the box next to Entity.
2. Click on Generate CPF Form .
3. Generated CPF form will be in text format saved in local drive.
How do I generate Bank Form?
1. Tick the box next to Entity.
2. Click on Generate Bank Form .
3. Select Bank
4. Enter Value Date (if applicable)
5. Generated Bank form will be in text format saved in local drive.
How do I export the payroll grid in Excel?
1. Click on Excel.
2. Choose the location.
3. Click Save.