Payroll — User Guide

Enable Employees first, then install Payroll from Marketplace (free). For journal posting, also install Accounting. Nav appears under HR.

Payroll profiles

1. Open Payroll profiles (or Payroll → Profiles).
2. Create one profile per employee: base salary, currency (defaults to workspace currency from Settings → General; editable), pay frequency (monthly / biweekly / weekly), optional effective-from date and notes.
3. Only active employees with a profile are included when you create a pay run.

Pay runs

1. Create a pay run with period start and end dates.
2. The system generates a line per active employee profile:
   • Gross = profile base salary
   • Daily rate = gross ÷ working days in the period (from Settings → Attendance work week, default Mon–Fri)
   • Adjustments = −daily rate × (unpaid leave days + unexcused absent days + late ladder days), each gated by Settings → Attendance toggles
   • Unpaid leave comes from approved Leave Management requests whose leave type is unpaid (when that module is installed and the unpaid-leave deduction toggle is on)
   • Unexcused absences come from Attendance absent / uncovered half_day records that do not overlap approved leave (when Attendance is installed and the absent deduction toggle is on)
   • Late check-ins stay present for attendance; when the late-deduction toggle is on, a ladder (e.g. 3 lates → 1 day, 6 → 2 days) adds day-salary penalties. One late day never deducts. Payslips show late count and late deduction days.
   • Net is never negative; draft lines stay editable
3. While draft, edit period notes and line gross/adjustments (net recalculates). Breakdown columns (work days, unpaid leave, absent, lates, late days) are shown for audit.
4. Approve from the pay runs list row menu, the quick peek, or the full record page (requires at least one line) → Mark paid the same way.
5. Optionally Post to Accounting from the full record page (approved or paid) to create a draft journal for the net total.

My salary slips (employees)

Linked employees with payroll.view_own (staff by default) can open My salary slips and download PDF copies of their paid pay-run lines for personal records. Managers with payroll.view can also download line PDFs from a paid pay run’s lines table (Download).

Workflow

draft → approved → paid

Only drafts are editable or soft-deletable. Posting requires the Accounting module and active expense + liability accounts (or explicit account ids).