Payroll Overview

Payroll is the QTO ERP module for salary setup, payroll generation, payslips, income tax, allowances, deductions, extra salary bonuses, retention bonus, asset finance, and payroll exports.

The module is permission-driven. The pages and buttons shown to each user depend on assigned Payroll permissions and whether sensitive salary values have been unlocked through Payroll step-up verification.

What Payroll covers

Area	What it does
Payroll Dashboard	Shows payroll totals, payment status, salary composition, trends, top employees, allowances, deductions, and quick actions.
Salary Profiles	Stores each employee’s base salary, effective dates, bank details, allowances, benefit deductions, tax counters, and increments.
Run Payroll	Calculates salary records for a completed period using salary profiles, attendance data, leave data, tax rules, and deductions.
Payslips	Lists salary records with gross salary, deductions, net pay, finalization, payment status, and tax paid status.
Income Tax	Maintains income tax years and slabs used during payroll calculation.
Exports	Provides bank transfer, Payoneer, and FBR tax export flows for eligible records.
Bonuses	Supports leave encashment bonuses, extra salary bonus policies, extra salary bonus payments, and retention bonus workflows.
Asset Finance	Supports asset finance policies and agreements that relate to employee payroll deductions and bonus eligibility.

Who uses Payroll

User type	Typical use
Employee	View own finalized payslips when permissions allow.
HR or payroll user	Maintain salary profiles, bank details, allowances, deductions, and increments.
Accountant or finance user	Review payroll totals, finalize records, export payments, and process tax exports.
Administrator	Configure permissions, tax years, banks, payroll accounts, retention bonus rules, and asset finance rules.

Note

Exact access is controlled by permissions such as payroll.view_salaryrecord, payroll.can_calculate_salary, payroll.can_finalize_salaryrecord, and payroll.can_view_all_salaryrecord. Role names are not hard-coded in the Payroll module.

Normal payroll flow

flowchart LR
  A[Salary Profile] --> B[Attendance and Leave Data]
  B --> C[Run Payroll]
  C --> D[Salary Record]
  D --> E[Review Payslip]
  E --> F[Finalize]
  F --> G[Bank or Tax Export]

1. Configure tax years, banks, and payroll accounts.
2. Create an active salary profile for each employee.
3. Add account details, allowances, benefit deductions, and increments where required.
4. Run payroll after the pay period has ended.
5. Review generated salary records and failed profile messages.
6. Finalize approved records.
7. Export finalized records for payment or tax processing.