Run monthly payroll
Before you start
- Role required: Admin
- Setup needed: Staff records must have a salary set; payroll settings (tax %, pension %, allowances) must be configured under Operations → Payroll → Settings
Steps
- Go to Operations → Payroll and select New run.
- Select the month and year.
- Select Create. A Draft run is created with a payslip for every staff member who has a salary.
- Review individual payslips — select a payslip to edit allowances or deductions (Draft only).
- Select Approve to lock the run. Approving requires at least one payslip.
- Once approved, select Mark as Paid to finalise.
Duplicate runs for the same month/year are refused.
Payslip calculation
| Field | Calculation |
|---|---|
| Gross | Base salary + allowances |
| Tax | Gross × tax % (from Payroll Settings) |
| Pension | Gross × pension % (from Payroll Settings) |
| Net | Gross − tax − pension − other deductions |
Cancel a run
Only Draft or Approved runs can be cancelled. Select Cancel run and confirm.