Payroll: running, approving, posting and releasing payslips

#Before you start

1. Salary components (earnings and deductions) and structures (Salary structures); each employee has a basic salary or a structure.
2. Country packs (Country packs) with effective-dated tax slabs and statutory deductions.
3. Payroll posting ledgers (salary expense, tax payable, statutory payable, net pay, employer contribution) in the payroll posting configuration.
4. The HR Payroll Admin role for the people who run payroll.

#1. Create and scope the run

1. In Payroll runs create a run for the month and year, optionally choosing a country pack.
2. While the run is Draft, you can limit it to selected employees.

#2. Execute

Execute (superuser or HR Payroll Admin) calculates every active employee of the company:

1. Gross = basic salary, or the sum of the structure’s earning components.
2. Proration by attendance when attendance exists: present, work-from-home, on duty, paid leave, holiday and week-off count as a full day; half day as half; anything else as zero.
3. Progressive income tax from the country pack plus the employee’s statutory deductions.
4. A payslip PAY-yyyyMM-<employee code> in Draft with basic, tax and statutory lines.

#3. Approve and post

1. On a Completed run choose Submit for approval (JV-PAYROLL workflow). If no workflow is configured it posts immediately.
2. On approval BSuit posts the payroll journal PAYRUN-yyyyMM: debit salary expense (gross); credit tax payable, statutory payable and net pay; plus the employer-contribution debit and credit.
3. If approval is rejected, fix and resubmit.

#4. Release payslips

Employees see only released payslips (web My payslips and the phone app). Releasing notifies them in-app, by push, email (with the PDF) and WhatsApp.

1. On a Completed, posted run open the run in Payroll runs and choose Release all payslips. Slips already released or cancelled are skipped.
2. To release one slip, choose Release on it in Salary slips.