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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​

  1. Go to Operations → Payroll and select New run.
  2. Select the month and year.
  3. Select Create. A Draft run is created with a payslip for every staff member who has a salary.
  4. Review individual payslips — select a payslip to edit allowances or deductions (Draft only).
  5. Select Approve to lock the run. Approving requires at least one payslip.
  6. Once approved, select Mark as Paid to finalise.

Duplicate runs for the same month/year are refused.

Payslip calculation​

FieldCalculation
GrossBase salary + allowances
TaxGross × tax % (from Payroll Settings)
PensionGross × pension % (from Payroll Settings)
NetGross − tax − pension − other deductions

Cancel a run​

Only Draft or Approved runs can be cancelled. Select Cancel run and confirm.