Creating a Pay Run

What is the Pay Run?

The pay run  is also referred to as a payment batch, and it represents the total of payrolls issued for a specific work period for all employees or a subset of them. It is typically released on a monthly basis. From the payroll, there’s a derived document for each employee, known as the payslip. You can issue this after creating the payslip from the same window or separately through the payslip issuance window. For more details, you can refer to “Payslip Issuance Guide“.

Creating a Pay Run

1. From the main menu, click on “Payroll“.
2. Click on “Pay Runs“.
3. Click on “New Pay Run”.
4. Enter the pay run information as follows:
   • Name: Type the desired pay run name.
   • Posting Date: Select the desired pay run posting date from the calendar.
   • Start Date: Select the pay run start date from the calendar.
   • End Date: Select the pay run end date from the calendar.
   • Validate Attendance: Click on the attendance verification checkbox to verify the employees’ attendance records.
   • Rule Selection: You can specify the rules needed for the desired pay run as follows:
     • Branch: Choose the desired branch for the pay run from the dropdown menu.
     • Department: Choose the desired department for the pay run from the dropdown menu. You can also select all departments at once from the menu.
     • Designation: Choose the desired department for the pay run from the dropdown menu. You can also select all designations at once from the menu.
     • Payroll Frequency: Choose the desired payment frequency for which the pay run should be created from the dropdown menu.
     • Excluded Employees: Start typing the names of employees excluded from the payroll and select them from the dropdown list.
   • Employees Selection: You can start typing the name of the employee for whom a payroll should be created and select it from the dropdown list.
     • Note: If you opt for the employee selection, the rules won’t have any effect on the payroll being created, and vice versa. Hence, use only one of the two options.
5. Click on the “Save” button.
6. Click on the “Approve All” button to approve after reviewing the data of the created payroll.
7. Click on the “Pay” button to execute a payment for the created payment batches/ pay runs.