The Run Payroll page is where you will be generating all the payslips for a given payroll. Buddy is aimed to provide you with stress-free, easy-to-use software that will make processing payroll quick. This article will explain the layout and any buttons you might need to use during payroll.
Preparing for Payroll
Before Running your Payroll, it is recommended you:
- Ensure all required Company Settings are enabled and updated
- You have updated all employees' information (in case of termination, engagement, change in salaries, eligibility for overtime etc.)
- Added/Approved Leave in Leave Management
- If Timesheets are used, Import/Add Timesheets
Run Payroll
Period Dates
At the top of the Run Payroll page, you can update:
- Payday
- Period End
- More Options
- "Include Bonuses Until"
This will pay off any government bonuses until the desired date. In the screenshot below, the company will pay the June Bonus within the May payroll - Timesheet Cut-Off end date
- Leave Cut-Off end date
- "Include Bonuses Until"
Department and Employee View
When you click on Run Payroll, you will see a list of Departments. Clicking on a Department name will open and show you the employees within that department, as shown in the following screenshot (e.g. Publishing Department).
In the above example, we have expanded Stefani Grima's details by clicking the > arrow to the left side of her name. We can see the Base Hours, Overtime and Weeks Worked on the left-hand side, whereas we can see the Taxation, Gross and Net Pay, as well as leave details on the right-hand side.
At the bottom of the department view, we are also being warned that 1 of the payslips (Gregory's) has not yet been locked (i.e. we still need to Calculate & Save it).
Processing Timesheets
If you are using Timesheets, one of the early steps you can do is to Process Timesheets. This will allow you to assign any underpaid hours as worked or leave hours, and process any overtime or allowances based on set rules. More about these can be found in All You Need to Know About Timesheets.
Adding Base Hours, Overtimes and Allowances
As can be seen in the screenshot above, you may insert the Base Hours for the employee (depending on the setting. You can also input the hours for any Overtime and Allowances that the employee is set to be eligible for.
It is not uncommon to add other allowances during payroll. This can either be done by clicking the Add Allowance to Add a One-Time Allowance or by Uploading Allowances via Template.
Weeks Worked / SSC Contributions
If the employee is a casual worker or was on unpaid leave, you may also decide to untick the checkboxes for Weeks Worked. These reflect the Taxable Weeks and hence the number of Social Security Contributions (SSC) and Maternity Fund Contributions (MFC).
It is also common for employees to be required to pay SSC in their first week of pay. However, if they have already paid their SSC from their previous employer for that given week, then you can untick a week to remove it from the contribution.
Saving Payslips and Downloading Draft Payslips
- Once you are done updating a payslip, click the Calculate & Save button
- Clicking the Preview button will download a Draft Payslip (accessible when payslip is calculated and saved)
- Click the Edit button to unlock the payslip and be able to edit. Once done, re-save.
- Click the Unprocess Timesheets (represented as the clock icon) to unprocess timesheets for a particular employee. This will allow you to process their timesheets again.
Do note that if a Payslip is saved, any changes to salary or tax settings will not automatically update the payslip. Tax and Social Security calculations only happen when you save a payslip, and hence you will need to edit the payslip if you want to make any updates.
Concluding Payroll
Once you have saved all payslips, click Continue to Summary. During the Summary page, click Conclude Payroll to finalise and conclude payroll. For Payroll Reports, Downloading Payslips, Tax Forms, and so on, check out what you can do in the Payroll History Overview