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PAYROLL

Payroll and HR

Worker records, pay, leave, time, and payroll operations.

PAYROLL Payroll and HR

Human Resource - Leave Management

8.6 Human Resource - Leave Management Audience: [HR Officer], [HR Manager], [Payroll Clerk] Open Human Resource > Leave Management. The page title is Leave Management. Approved leave must be finalized before payroll is run so the correct leave treatment reaches payroll.

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PAYROLL Payroll and HR

Human Resource - Time and Attendance

8.7 Human Resource - Time and Attendance Audience: [HR Officer], [Payroll Clerk] Open Human Resource > Time & Attendance. The screen uses four tabs: Swipe Deck, Clock In, Clock Out, and Entries.

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PAYROLL Payroll and HR

Org Setup - Payroll Setup

8.3 Org Setup - Payroll Setup Audience: [Tenant Admin], [Payroll Manager] Open Org Setup > Payroll Setup. The page title is Payroll Setup and the screen uses four tabs: Variables, Periods, Batches, and Templates.

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PAYROLL Payroll and HR

Payroll - Manual Hours

8.5 Payroll - Manual Hours Audience: [Payroll Clerk], [Payroll Manager] Open Payroll > Manual Hours. The page title is Manual Hours. This screen is used when payable time is not coming directly from the timeclock flow.

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PAYROLL Payroll and HR

Payroll - Post Payroll

8.9 Payroll - Post Payroll Audience: [Payroll Clerk], [Payroll Manager], [Finance Controller] Open Payroll > Post Payroll. The page title is Post Payroll. Use the Post Payroll Commands menu in the top bar for export and reporting actions.

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PAYROLL Payroll and HR

Payroll - Pre-Payroll Command Center

8.8 Payroll - Pre-Payroll Command Center Audience: [Payroll Clerk], [Payroll Manager], [Finance Controller] Open Payroll > Pre-Payroll. The page title is Payroll, and the hero card reads Payroll Command Center. This is the primary payroll execution screen.

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PAYROLL Payroll and HR

Payroll - Recurrent Management

8.4 Payroll - Recurrent Management Audience: [Payroll Clerk], [Payroll Manager], [HR Officer] Open Payroll > Recurrent Management. The page title appears as Recurring Items.

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PAYROLL Payroll and HR

Portal Navigation Map

8.1 Portal Navigation Map Audience: [Payroll Clerk], [HR Officer], [Payroll Manager] Use the left navigation drawer exactly as follows when working payroll: Menu groupMenu itemPrimary use Human ResourceHR DirectoryOpen employee records and verify contracts, bank accounts, payslips, recurring items, timeclock, and manual hours. Human ResourceLeave ManagementCreate leave transactions and approve or reject leave requests before payroll. Human ResourceTime & AttendanceReview timeclock activity and resolve attendance issues that affect hours-based payroll. PayrollRecurrent ManagementMaintain...

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