Payroll and tax

Payroll consolidates earnings, deductions, tax, and provident fund into pay cycles your finance team can reconcile.

Please note:

• Unpublished Shift scheduling changes and pending Leave requests and approvals can skew gross pay — confirm both modules before starting a cycle.
• Posted cycles lock historical payslips; reopen only when your permissions allow and finance has signed off.

Run a pay cycle

1. Confirm shifts, leave, and adjustments for the period — validate Departments and hierarchy cost-center mappings when finance splits labor by unit.
2. Open Payroll and start a new cycle for the date range
3. Review calculated gross, tax, and net per employee
4. Post or export when totals match finance expectations

Cycles lock after posting so historical payslips stay auditable.

Components in a typical run

Component	Source	Affects net pay
Base salary	Employee profile	Yes
Shift / overtime	Shifts module	Yes
Tax withholding	Tax rules	Yes (deduction)
Provident fund	PF configuration	Yes (deduction)
One-off adjustments	Manual entry	Yes

flowchart LR
  A[Shifts & leave] --> B[Payroll cycle]
  C[Employee salary] --> B
  D[Tax rules] --> B
  E[Provident fund] --> B
  B --> F[Review & approve]
  F --> G[Payslips & finance export]

Tax configuration

Admins maintain tax slabs, exemptions, and filing metadata under Tax. Rules apply by jurisdiction and employee classification. Validate with a sample employee before the first live run.

Provident fund

Provident fund tracks employer and employee contributions per policy. Percentages and caps are configured once; each cycle posts contributions to the employee ledger and summary reports.

Reconciliation

Match payroll totals to finance Payments or bank exports. Discrepancies usually trace to unpublished shifts in Shift scheduling or mid-cycle changes on Manage employees and profiles — re-open the cycle only if your permissions allow. New hires need both an HR profile and a linked user via Manage members before self-service payslips appear.