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Create, Review and Finalize Payroll

Payroll brings together effective compensation, approved attendance, leave, holidays, service commission and authorised adjustments. The lifecycle is Draft → Finalized → Paid.

Before you begin

Section titled “Before you begin”
  • Confirm staff employment dates and active compensation profiles.
  • Prepare and review every materially scheduled attendance date.
  • Resolve Incomplete or unapproved attendance and pending corrections.
  • Complete eligible appointment service work and verify commission rules.
  • Confirm the period does not overlap an active payroll run for the same location.

Create the draft

Section titled “Create the draft”
Create Payroll Run
  1. Open Team → Payroll Reports and select Create Payroll Run.
  2. Enter the Title, Period From, Period To and optional Planned Payment Date.
  3. Choose one location or All Locations within your access.
  4. Add an optional internal note and create the run.
  5. Open Staff Payout Lines and review each staff row.
  6. Open Issues and resolve every blocker before finalization.

Eligible staff are determined from employment, location, compensation and commission facts during the period. A missing effective compensation profile appears as an issue instead of silently assuming a salary.

Review a staff payout line

Section titled “Review a staff payout line”

Compare the compensation structure and rate with:

  • scheduled, present, half-day, paid/unpaid leave and absence facts;
  • worked and overtime time;
  • base salary and attendance impact;
  • overtime and commission;
  • other earnings, reimbursements and deductions; and
  • Net Payable.

Reimbursements add to settlement but are shown separately from gross earnings. Net payable cannot be negative; an unrecovered deduction is a blocker.

Add an adjustment

Section titled “Add an adjustment”

While the run is Draft, select Adjustments on the staff line. Choose Earning or Deduction, then use the matching category:

  • Earnings: Bonus, Incentive, Tips or Other earning.
  • Reimbursement: Reimbursement.
  • Deductions: Attendance deduction override, Other deduction or Salary advance recovery.

Enter a positive amount, clear label and required reason. The type controls whether it adds or subtracts. You can edit or delete the line while the run remains Draft.

Recalculate a draft

Section titled “Recalculate a draft”

Select Recalculate after correcting attendance, compensation, commission or other source data. Recalculation refreshes calculated facts and commission associations while preserving manual adjustments by staff. It is available only in Draft.

Review the whole run again after recalculation; do not assume only the changed line moved.

Finalize payroll

Section titled “Finalize payroll”
Finalize Run
  1. Confirm Issues contains no blockers and review any warnings.
  2. Review every staff line, adjustment and Net Payable.
  3. Download the run CSV or statement when an independent check is required.
  4. Select Finalize Run and confirm the warning.
  5. Verify the status changes to Finalized Unpaid and payslips become available.

Finalization rechecks the calculation, locks included attendance and commission, stores the immutable salary explanation and stops recalculation or adjustment edits. Notifications can be sent after the result is saved.

Common blockers include missing scheduled attendance, Pending or Incomplete attendance, an unapproved row, a pending correction, missing/overlapping compensation, a lock from another run, commission already linked, overlapping payroll dates or inconsistent totals.

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