✅ PRE-PAYROLL STAGE
(Before starting payroll for the first time)
These are the setup steps HR teams must complete in advance:
Register New Employees (1 Day Before Start Date)
➤ Add new employees in the system at least one day prior to their start date to ensure attendance is tracked.Add Resignations Before Payroll Calculation
➤ Make sure resignation records are entered before payroll is run to avoid overpayment.Employee Movements (Promotion, Transfer, Adjustment)
➤ Use the Employee Movement module to record job promotions, departmental transfers, and salary adjustments.Update Salaries
➤ Review and update the salary field for each employee in their profile's Payroll Setting.Allowance & Deduction Update
➤ Ensure all relevant allowances and deductions are updated under the Allowance/Deduction section per employee or via policy.Upload Duty Roster (For Shift Workers)
➤ For companies using shift-based attendance, upload the duty roster at least one day before the start of the new month to ensure correct scheduling and attendance tracking.Check Summary Report
➤ Review reports for:Attendance
Late/Leave
Early Checkout
Overtime
⚙️ DURING PAYROLL
(What to do while running payroll)
Create Payroll
➤ Start the payroll generation process from the Payroll tab.Excel Adjustment – Export/Import
➤ Make mass adjustments via Excel files for efficient data handling.
Attendance Regeneration
➤ If there were any changes to attendance (like backdated check-ins or leave approval), regenerate attendance before finalizing payroll.
Policy Equation Changes
➤ Adjust day-rate/hour-rate or logic settings for allowances and deductions based on payroll rules.
📤 POST-PAYROLL STAGE
(Final steps after payroll is processed)
Bank Transfer
➤ Use Better HR’s Bank Export Templates or direct integrations for automatic salary disbursement.Government Forms
➤ Download and process mandatory government forms (Tax, SSB, etc.).
Send Payslips to Employees
➤ Automatically send payslips to employees to view them through their Better HR app.