Payroll User Guide

HR or payroll setup workflow

1. Open Salary Profiles.
2. Create or edit the employee salary profile.
3. Enter Monthly Base Salary, Effective From, and Effective To if applicable.
4. Keep Active selected for the profile that should be used in payroll.
5. Add bank details with Add Bank Detail.
6. Add allowances, benefit deductions, and increments where needed.
7. Confirm allocation preview warnings are resolved.

Monthly payroll workflow

1. Confirm Attendance and Leave data for the period is complete.
2. Open Payroll Dashboard.
3. Select Run Payroll.
4. Select the completed payroll period.
5. Select profiles or organization filters.
6. Run payroll.
7. Review any failed profile messages.
8. Open Payslips.
9. Review salary records and use View payslip for details.
10. Select records and use Finalize when ready.

Finance workflow

1. Open Payslips.
2. Filter by period, finalized status, payment status, or tax paid status.
3. Confirm Finalized is Yes before export.
4. Use bank transfer, Payoneer, or FBR exports where available.
5. Update payment and tax paid statuses if your permissions allow it.

Employee workflow

1. Open Payroll or Payslips if available to your account.
2. View finalized salary records.
3. Open View payslip for details.
4. Complete Payroll step-up verification if salary values are masked.

When payroll fails

Problem	Recommended action
Future period error	Wait until the period end date has passed.
No active income tax year	Ask an administrator to configure or activate an income tax year.
Invalid salary profile	Check active bank details, percentages, fixed amounts, and remaining detail setup.
Expired salary profile	Create a new active salary profile with valid effective dates.
Values are hidden	Complete Payroll step-up verification or request the correct permission.