Payroll Getting Started

Use this checklist before generating payroll for the first time.

Setup checklist

Step	Required setup
1	Configure Payroll permissions for HR, payroll, finance, and employee users.
2	Configure the organization payroll currency and payroll accounting accounts.
3	Create an active Income Tax Year and its income tax slabs.
4	Add banks used for salary account details and exports.
5	Create one active salary profile for each employee.
6	Add at least one active bank detail to each salary profile.
7	Add allowances, benefit deductions, and increments where applicable.
8	Confirm Attendance records and leave balances are complete for the payroll period.

Open Payroll

1. Open QTO ERP.
2. Go to the Salary or Payroll module in the main navigation.
3. Use Payroll Dashboard, Salary Profiles, Payslips, or Income Tax based on your task and permissions.

First payroll run

1. Open Payroll Dashboard.
2. Select Run Payroll.
3. Choose the completed payroll period.
4. Select salary profiles directly or use organization filters.
5. Run the calculation.
6. Review successful salary records and any failed profile messages.
7. Open Payslips to inspect generated records.
8. Finalize records only after review.

Payroll generation is blocked when the period end date is in the future. Wait until the pay period has ended before running payroll.