How to run monthly payroll end-to-end

Pre-run checklist

Before clicking Run payroll, make sure:

• [ ] Attendance is locked for the month (Attendance → Lock month)
• [ ] All leaves are approved (no pending requests)
• [ ] All loan / advance EMIs are scheduled for the month
• [ ] All reimbursements are approved
• [ ] New hires have their first month pro-rated (joining day to month-end)
• [ ] Exits have F&F calculated (system does this automatically if Lifecycle module is enabled)

Run it

1. Payroll → Run → pick the month

2. The system loads attendance + leave balances + comp heads

3. Click Compute. Takes ~30 seconds for 100 employees.

4. Review the Payroll Register PDF — this is your auditable record

5. Review the Variance Report — flags any salary that's >5% different from last month (usually new joiners or exits, sometimes errors)

6. Click Finalise when satisfied. This locks the month and triggers:

- Payslip generation (PDF per employee)

- Email distribution

- PF ECR file generation

- ESI challan generation

- TDS Q4 update

After finalising

• Payslips are visible to employees on their portal under Pay → Payslips
• Bank disbursement file is downloadable from Disbursements
• Statutory returns are pre-filled and ready for filing