In this article you'll learn how to access and review payroll information, including employee data, time offs, and variable payments. The feature allows you to conveniently view salary details for each employee and understand key information such as tracked hours, hourly rates, salary base, and surcharge payments. This article is relevant for users who need to review and manage payroll data for their employees.
Note:
Only users with salary information are shown in all the groups.
To see the latest payroll information, the payroll from the last month must be closed.
If you need to add additional information for an employee, you can click on the employee's name and be directed straight to their profile.
As soon as employee data is updated, the system automatically highlights it in orange in the table. For example, you want to grant a bonus to one of your employees for the month of October, but it was not granted in September. When you run the payroll for the month of October, the row of the employee (in this case Albert) will be highlighted.
You will find different sections:
Employee data
Time offs
Variable payments
Employee data
In this section, you can conveniently access and review the list of salaries for each of your employees. The columns that appear in this list are determined by the fields you have selected in Payroll > Settings > Employee fields. To view all the information, simply scroll from left to right.
Within the salary preview table, you will find key information, including:
Tracked hours: This represents the total number of hours worked during the current payroll period, extracted from the employees' attendance summary.
Hourly rate: This column displays the hourly rate configured within the employee's personal compensation tab.
Salary base: It provides the total calculation derived from attendance multiplied by the hourly rate (hourly).
Surcharge payment: This section compiles the total of all surcharges combined. You can identify this figure by its distinct attributes: it's displayed in blue, underlined, and clickable.
Note: If you do not see some or all of these fields, make sure to add them within Payroll > Settings > Payroll group > Employee fields. This ensures that you have access to the complete and relevant salary details for your employees.
Variable payments
Lastly, you will be able to see all variable payments you have done in the month with their corresponding date, amount, and type.
Employee Docs
Here you will find the Time offs that were requested during the selected period of time. You will be able to directly download the file that was added to that specific time-off request.
Close your payroll
Once everything is okay, you can close your payroll by clicking on CONFIRM. Your new payroll page will look like this:
If you have closed your payroll but you have made last-minute corrections, you can always click on CHECK FOR CORRECTIONS. A new file will be added that contains under the section CORRECTIONS with the changes between the last day that you closed the payroll and the last day of your payroll period.
Lastly, you are able to add or drag and drop your payslips belonging to this month's payroll by clicking on PAYSLIPS. Remember that you can also add your payslips under Smart docs > Import > Payslips.
