Create Payroll Run

Payroll runs calculate pay for a date range.

Create payroll runs only after source HRM records are ready. Payroll should summarize approved data, not become the place where missing attendance, leave, salary, or adjustment issues are discovered for the first time.

Who Can Create Runs

Payroll is restricted to owners and admins. If the payroll page shows restricted access, ask an owner to adjust your role or run payroll for you.

Create A Run

1. Open HRM > Payroll.
2. Select Create run.
3. Enter the start date.
4. Enter the end date.
5. Add the payment date if known.
6. Add notes if needed.
7. Create the run.

The payroll run appears in the table with its period, status, payslip count, gross total, deductions, net pay, and created date. Open the period or row action to review the run detail.

Use a clear period that matches your payroll policy. For example, do not mix a monthly payroll period with a partial bonus period unless your team intentionally reviews those payments together.

Before Creating

Confirm employee records, salaries, leave, attendance, and adjustments are ready for the period.

Checklist:

• employees who should be paid are active
• salary records are current and effective for the period
• attendance and leave have been reviewed
• expected holidays are configured
• prior payroll corrections are complete
• the payment date is accurate or intentionally blank

Also confirm that employees who joined or left during the period have the correct active status and salary effective dates. These edge cases are the most common source of wrong payroll totals.

Next Steps After Creation

Open the payroll run and review entries. Use the action buttons in order:

1. Prepare payroll while the run is still draft.
2. Approve payroll after reviewing prepared totals.
3. Mark paid after payment is complete.

Add adjustments before the run is marked paid.

Review The New Run

After the run is created:

1. Check the employee count.
2. Search for employees who should have been included.
3. Review gross pay, deductions, net pay, and adjustment totals.
4. Filter entries with adjustments and verify each adjustment reason.
5. Compare attendance and leave-sensitive employees against HRM records.
6. Add notes if the run includes special handling.

If an employee is missing, check the employee profile, salary record, active status, and date range before creating a second run.

Fix A Draft Run

While the run is still draft, correct source records and refresh or recreate the run according to your team process. Avoid approving a run that you already know has missing salaries, incorrect attendance, or unreviewed adjustments.

If the run was created for the wrong dates, create the correct period instead of trying to explain the mismatch later in payslips or reports.

Approval Readiness

Before approving payroll, confirm:

1. Employee count is correct.
2. Salaries and effective dates are current.
3. Attendance and leave exceptions are resolved.
4. Adjustments have approval notes.
5. Payslip totals match expectations.
6. Finance has the payment date and final net total.

First Payroll Run Test

For the first payroll run or a new payroll process, create a low-risk draft run and review every employee, salary component, adjustment, leave impact, and net pay before approval. Do not mark the run paid until HR and finance agree the source records are correct.

If any employee is missing or has the wrong amount, fix the employee, salary, or adjustment source record before creating the next run.

Related Docs

• Add Salary Information
• Payroll Adjustments
• Payslips
• Payroll