[MY] Running Your First Payroll [Step 4 of 4]

Modified on Wed, 3 Apr at 9:26 AM

Business Basic Info ✓
Staff Basic Info ✓
Staff Payroll Info ✓
Company Payroll Info ✓

With the above information properly setup, running your payroll on HReasily will be nothing but a walk in the park.

PRO TIP: If you are migrating from another software, it is most advisable to run a parallel payroll for the first month to ensure all calculations tallies.

Step 1:

To run payroll, go to your Dashboard/Homepage

Step 2:

Select RUN PAYROLL

Note:

If you are seeing MANAGE PAYROLL instead of RUN PAYROLL, it means that your company payroll info is not complete. You may refer back to this guide.

Step 3:

HReasily will generate a draft payroll.

Before approving the payroll, we'll just need to double check all amounts and enter any additional Pay Item amounts.

To do so, select MANAGE.

Step 4:

Update your Payroll Basic Detail and SAVE:

Title*
Payment Date*
[Note: Payment Dates are reflected on payslips]

Payment Notification Date*
[Notification emails/sms will be sent based on this date at 8pm]
‣ The day when the payroll is approved/closed
‣ 1 day after payroll is approved/closed
‣ 2 days after payroll is approved/closed
‣ 3 days after payroll is approved/closed
‣ Others [User defined date]

Payslip Notification Message[Message displayed in Email Notification]

Step 5:

Scroll down to the payroll table where you can make adjustment to your pay item amounts.

Step 6:

Once all completed, you are ready to submit the payroll for approval or approve it directly.

With that, you've successfully processed your monthly payroll!

Additional Tips:

RELOAD TABLE: If you've made any amendments to your payroll basic details or employee basic / payroll info, be sure to hit the RELOAD TABLE button to ensure all information is updated.

ADDING NOTES: Add additional comments/notes to your pay items simply by Right Clicking > Add Comment

View Payslips: If you'd like to view how pay items will be displayed on the payslip, go ahead and click View Payslip beneath the employee's name.

Download Report: To easily share or review the monthly payroll, you may also opt to download the report to view in .xlsx(excel) format.

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Congratulations on successfully running your payroll with HReasily. If you require further assistance, here's how you can get help