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

Modified on Thu, 09 May 2024 at 04:44 PM

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.

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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:

Based on your settings: Monthly/Fortnightly, 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

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