The Payroll Checklist

Created by Humanlot ., Modified on Tue, 2 Dec at 3:36 PM by Humanlot .

This article will help guide you on generating the payroll

Before running the payroll, there are several tasks that need to be completed.

Please follow the checklist below:

For any new hires within the pay period, please ensure the following:

Create their profile.
Add them to a worksite.
Include them in the appropriate approval flows.
Assign basic salary and allowances based on the employee's join date.
Add pension and shift information starting from the beginning of the payroll period.

Before running the payroll, please do the following:

Verify the payroll date range.
Confirm that attendance policy deductions (outings, lateness, etc.) are set correctly.
Check that all staff members have correct shift entries.
Enter off day shifts for paid holidays when staff members do not need to work.
Review the attendance tracking of employees, especially those subject to a lateness deduction policy.
Ensure all attendance requests added by employees have been added and approved.
Verify that all leave requests added by employees have been added and approved.
Check for any benefits (insurance deductions, loans, leases, etc.) added within the payroll date range.

In addition, consider the following important points when running the payroll:

If an employee is marked as absent, double-check the attendance tracking for any errors or missing timesheets.
When calculating employee withholding tax through the system, make sure all amounts (earnings and deductions) are added using the platform. Amounts entered via bulk import will not be considered in tax calculations.
Shift entries are a must and required for employees with deductions such as lateness or absence.

If you are unable to tally the payroll even after multiple attempts send your inquiry to hello@humanlot.com