To Run a Pay

You can use the Manage Pays (MP.PP.41.10) form to create and process a pay run.

To Run a Pay

  1. On the People tab, click Payroll. In the navigation pane, click the Processes tab and then navigate to Pay Run > Manage Pays.
  2. Ensure that the business date at the top right is within the pay period that you're processing.
  3. On the form toolbar, click Create Pay.
  4. A small window opens. In the Pay Group ID field on this window, select the Pay Group to create a pay for, then click OK.
  5. The pay appears in the main table with the status INITIALISING while it is being created. Once the pay's status changes to OPEN, you can click on it to open the Pay Run Details (MP.PP.31.20) form. All employees in the selected group appear in the grid on this form, with their pay details copied from their Standard Pays.
  6. Edit the Description field, or leave it at the default.
  7. In the Physical Pay Day field, enter the date that employees will be paid on.
  8. If any employees' pays need to be altered from their Standard Pays, edit them:
    1. Select the employee to edit and click Edit Pay.
    2. Make changes as necessary and click Save to return to the pay run.
    3. To undo the changes and revert the employee's pay to the standard pay, click Reset to Standard Pay.
      Note: If you edit an employee's Standard Pay while a pay run is open, you'll be given the option of updating the open pay run with those changes, but the changes aren't copied to the Current Pay automatically.
  9. Once all pays have been edited as needed, select Process from the Actions menu to process the pay. All employees' pay records are set to read-only and the pay's status changes to PROCESSING.
  10. When you are ready to close off the pay, select Complete from the Actions menu. This finalises the employees' pays and generates their payslips. The pay's status changes to COMPLETED.