The Payrun screen is where payroll is drafted before being finalised into payroll history and outputs.

A normal pay process generally follows this sequence:

The Payrun screen is a drafting area.

Nothing entered into the Payrun screen becomes permanent until the pay process is finalised using the Process pays button.

This means you can:

without affecting payroll history until the pay process is completed.

A normal pay process should usually:

This is because completed pay entries are normally transferred into payroll history during the finalisation step.

Before starting payroll, check your Pay dates. They appear on the on the blue navigation bar centralised at the top.

If you need to change them:

This area controls:

There is no start date, and these dates are not a from and too date.

These dates determine the current payroll period being processed and when employees will be paid for that period.

The first step is to select the employees you want to include in the payrun.

Use the Who to pay button to choose the employees for the current pay process.

The selected employees will appear in the staff column on the left side of the Payrun screen.

Once employees have been selected into the Payrun screen, you can begin entering pay inputs for each employee.

Pay inputs are entered using the transaction tabs.

The main tabs used during a first payrun are:

The transaction will appear in the transaction column for the selected employee and tab.

Continue entering transactions, until all required components of each employee's pay are complete.

Different tabs are used for different types of pay entries.

Their use cases are:

Related guides:

Before proceeding further, the payrun should be audited carefully.

This process involves:

Nothing should be finalised until the payroll outputs are confirmed to be correct.

The Payslip and Summary buttons can both be used to review an individual employee’s pay, which can helpful to get a quick overview of one employee.

The Payslip button produces a copy of what the employee's payslip would currently look like for the selected employee, based on the pay inputs that are currently entered for them

The Summary button provides a summarised overview of the selected employee's pay, and allows adjustment of Days worked (called Days paid for NZ) from the default applied by the contract setting. This field is important, as it affects leave calculations in some jurisdictions, and should be updated from the default value if required.

Because this behaviour differs between countries, refer to your country-specific guides before changing these values.

Both of options can be reliably used as an audit method, but is cumbersome to do this for a larger amount of employees.

Related guides:

The Pay reports button is used to audit all employees loaded to pay:

The selection will then be compiled into a single PDF.

This is downloaded automatically through your web browser, which can be viewed, stored locally or printed into a physical copy.

Review the reports to audit your pay inputs and note any errors.

If errors are identified:

This process should continue until both:

Once payroll has been confirmed as accurate, payslips can be produced.

This can be done from the Pay reports menu.

There are two ways to produce payslips from the Pay reports menu:

This will produce a PDF of only the payslips for each employee currently selected to pay, which can then be printed.

This will send payslips to each employee who is set up to receive payslips by either email or SMS, depending on what has been set for each given employee.

You may need to adjust the delivery method from TEST delivery to company email address, to LIVE delivery. This can be done, by clicking the spanner beside the Send payslips button.

While payslip delivery is designed to be part of the pay process, payslips can also be sent via the Reports screen under the Pays category, using the Resend payslips option.

Related guides:

Once payroll has been fully audited and payslips have been produced, the final step is to Process pays; this is done by clicking the Process pays button.

This opens the Process pays modal.

This step finalises the current payrun by:

To initiate these processes, click the Process button.

After payroll is completed, the Payrun screen will normally return to a blank state ready for the next payroll process.

Once your payroll has been completed successfully, you should be ready to move on to Generating outputs after completing your first payrun