Skip to main content

Pay runs

Pay runs help you streamline pre-payroll processes by gathering payroll-relevant data for selected employees in a defined timeframe (pay period).

Updated this week

Available to: Administrators, Users with "Payroll management" access level

View pay runs

You can view all current and past pay runs in the Payroll module.

  1. Go to Payroll > Pay runs.

  2. You will see a list of existing open pay runs.

💡 Tip: To view finalized pay runs, click Show closed pay runs.

Create a new pay run

  1. Go to Payroll > Pay runs and click New pay run.

  2. Define the pay run details:

    • Pay period: Use the Month / Custom switcher to select a full month or set a custom date range.

    • Payment date: The expected date when this pay run is finalized.

    • Approver: Select an Administrator or a user with "Payroll management" access. They will receive a reminder to review the data 3 days before the payment date.

  3. Click Add.

  4. Select the employees you want to process in this pay run and click Save changes.

💡 Tip: Granting the "Payroll management" access level is a good way to collaborate with external stakeholders, such as an external accountant.

Manage pay runs

Every pay run contains specific tabs to help you review employee data for the specified period:

  • Salary: A review of pay records.

  • Time off: A review of time off requests, including how many days from each request overlap with the pay period.

  • Attendance: A review of timesheet entries.

  • Change history: A summary of changes made to employees' data during the pay period.

You can also use the Assigned tab to edit the assignees for the pay run, or the Manage tab to edit the Pay period, Payment date, and Approver.

Reviewing paysheets

Click on a specific row in the Salary, Time off, or Attendance tab to open the Paysheet overview of an individual employee. This view summarizes all data for that specific employee. You can also upload payslips here to attach and distribute them to the employee.

Closing a pay run

Once the pay run is ready, click Close pay run.

  • This action creates a snapshot of all data stored in the pay run. Retrospective changes will not affect closed pay runs.

  • Paysheets will be distributed to employees. They will be notified and can review their paysheets in their profiles.

Export pay run data

You can export data from a pay run for external processing or reporting.

  1. Open the pay run you want to export.

  2. Click Export in the top-right corner.

  3. Select the data you want to export:

    • Salary

    • Time off

    • Attendance

    • Change history (employee data)

    • Change history (salary)

  4. Click Export data.

Did this answer your question?