Payroll

Payroll turns employee pay records, approved leave, overtime and deductions into a reviewed pay run. Authorized staff prepare and check the run; employees see their own payslips after finalization. Start with the correct view and access before changing any payroll record.

Access needed

Access depends on your assigned permissions and workflow scope.

Read periods and calculated transactions: payroll.read
The Payroll plan feature is required. Reading does not grant processing, approval or finalization.
Role and permission labels
Typical responsibility: Authorized payroll reader. Role names alone do not grant access.
Read payroll periods and results
Create, process, generate or reopen runs: payroll.manage
Library-style period browsing separately needs payroll.read. State, date and overlap rules still apply. Configuration and deductions have separate permissions covered in their own guides.
Role and permission labels
Typical responsibility: Payroll operator. Role names alone do not grant access.
Manage payroll runs
Approve or reject a Processing run: payroll.approve
The account that processed the run cannot approve it. Browsing and reviewing results separately needs payroll.read.
Role and permission labels
Typical responsibility: Independent payroll approver. Role names alone do not grant access.
Approve or reject payroll runs
Finalize an Approved run: payroll.finalize
The period must be Approved. Finalization issues payslips and employee notifications; it is not a completed bank transfer.
Role and permission labels
Typical responsibility: Authorized payroll finalizer. Role names alone do not grant access.
Finalize payroll runs
Read all employees’ payslips: payslips.read
This grants workspace-wide payslip access, not only direct reports.
Role and permission labels
Typical responsibility: Authorized payslip reader. Role names alone do not grant access.
Read workspace payslips
Read your own payslips and year-to-date totals: Sign in with an account linked to your employee record. The Payroll feature is required. No payroll administration permission is needed for these own-record views.
Role and permission labels
Typical responsibility: Employee. Role names alone do not grant access.

Demo screenshots may show broader access than your account.

Choose the right workspace area

Area	Purpose
Payroll processing → Periods	Prepare a run, calculate employee results, and follow its approval status.
Payroll processing → Transactions	Inspect individual calculated payroll results.
Payroll processing → Payslips	Authorized staff inspect issued employee payslips.
Pay configuration	Maintain employee pay, deductions and payroll configuration where authorized.
My Workspace → Pay	Employees read their own issued payslips and year-to-date summary.
My Workspace → Tax statements / Payment elections	Employees access their own annual statements and pay-split choices.

Start from pay periods

Open Payroll processing → Periods. Check the period dates, frequency, run type, status, employee results and skipped counts. Review filter chips before interpreting an empty list. Payroll attention summarizes processing runs, rejected runs and flagged overtime across all dates, rather than only the current table filter.

Payroll Periods screen with no periods and Payroll attention tabs — Check table filters and workspace-wide attention separately.

The demo begins with no pay periods. Use New period when authorized to start a run. The form separates Pay frequency from Run type and explains how its dates are chosen.

New payroll period form distinguishing frequency, run type and dates — This form was cancelled without creating a run.

The pictured form was cancelled without creating a period. Continue with Prepare pay periods for saved Draft setup and readiness checks.

Follow the payroll stages

Prepare a Draft
Check dates, run type, employee pay records, deduction assignments, approved leave and any overtime due. Regular pay periods must not overlap.
Start Processing
Starting processing changes the run's stage. It does not by itself calculate employee transactions.
Calculate and inspect results
Generate the payroll results, review created, updated and removed transactions, and investigate every skipped employee. A skipped employee is not automatically included in the run.
Obtain independent approval
An authorized approver reviews the Processing run. The account that processed it cannot approve the same run. Rejected runs can be reopened for correction.
Finalize only after review
Finalizing an Approved run issues payslips and employee notifications. Verify the finalized records and use the organization's payment process separately.

Processing and generation complete their work before returning a result; they are not a six-hour scheduled accrual process. If generation fails, read the error and inspect the run before retrying. Recalculating a Processing run can update or remove earlier calculated results, so recheck them before approval.

For employees: find payslips

Open My Workspace → Pay → Payslips. Select an issued payslip to inspect its details or download its PDF when available. An empty list before finalization is expected; processing or approval alone does not issue payslips.

Employee Pay screen explaining that payslips appear after finalization — No payroll has been finalized in this demo.

Read year-to-date totals

Switch to Year-to-date, select the year, and inspect the summary. Totals use issued payslips grouped by the payroll period's end year. Each currency is shown separately; do not combine different currencies into one amount.

Employee year-to-date summary with no issued payslips — Totals use issued payslips for the selected year.

An empty summary has no issued payslips for the selection. Employee contributions deducted from pay and employer contributions are distinct. Use the payslip details to investigate individual amounts and contact payroll staff about discrepancies.

Keep source records and pay results separate

Employee compensation, approved leave, and reviewed timesheets contribute to payroll. Changing a source record does not justify assuming an existing issued payslip has changed. Review the relevant run and recorded results with the payroll administrator.

Troubleshooting

Problem	What to check
Payroll is unavailable	Check plan inclusion and the specific task permission.
No periods appear	Clear filters and check whether a run has been created.
Processing has no employee results	Starting processing and generating results are separate actions.
An employee was skipped	Review the generation result and source pay data before approval.
Approval is unavailable to the processor	A different authorized account must approve the run.
An employee has no payslip	Check finalization, employee inclusion, ownership link and filters.
Year-to-date shows no amounts	Check the selected year and issued payslips; draft or processing results do not count.
A payslip exists but payment is unconfirmed	Follow your organization's bank or mobile-money payment process separately.