The Payroll feature helps you prepare a preliminary payroll. Once your monthly payroll documents are ready, you’ll need to provide them to your external accountant. To learn how to set up your payroll click here.
To review and download your monthly payroll data, go to People > Payroll and choose a payroll group and a period. This page reflects the data based on what you determined for this group in Settings > Payroll.
- 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.
- If you have not made the basic settings for your payroll yet, you can learn how to do it by following the steps described in the article Set up of your Payroll.
You will find different sections:
- Employee data
- Time offs
- Variable payments
Here you can review the list of salaries for each of your employees. All the fields you have selected in Settings > Payroll > Employee fields will appear here in different columns. Just move the scrollbar from left to right to see all the information.
Whenever any of the employee data is updated, the system will highlight the value in the table in the color yellow. For example, you may want to add a bonus to your employee only for the month of October. This bonus was not paid in September. Therefore, when you do the payroll for the month of October, the row of this employee's bonus (in this case Anna) will be highlighted.
Lastly, you will be able to see all variable payments you have done in the month with their corresponding date, amount, and type.
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.