Payroll

Goal

Orient payroll operators to runs, calendars, compliance exports, remittances, and analytics under the Payroll nav section.

Who it is for

Payroll operators and finance partners with payroll.view (and stronger run/approve/post permissions as needed).

Preconditions

• Module payroll_integration enabled (plus compliance / payments / analytics modules for those screens).
• A country pack with a registered payroll provider — without it, runs show No payroll provider… and create is disabled.

What to open

1. Payroll — create and progress pay runs (core lifecycle).
2. Pay Calendars / Payslip templates — period and slip setup (payroll.view / admin).
3. Payroll Compliance — statutory rule sets and CSV/API exports.
4. Payroll Payments — remittances after runs are paid.
5. Payroll Analytics — KPI summary; journals under analytics when enabled.
6. Payroll setup — earning types, calendars, off-cycle policy (payroll.admin).

Steps

1. Confirm provider + calendars + earning/deduction types.
2. Ensure employees have payroll profiles / compensation as required.
3. Run the payroll run lifecycle.
4. Export compliance and mark remittances as your jurisdiction requires.

Result

You know which Payroll screen owns calculation vs statutory filing vs cash movement.

Related

• Payroll runs
• Payroll payments
• Payroll compliance
• Payroll analytics