1. Create a Payroll Group
Go to the Payroll Tab
From the main left-side navigation bar, click on "Payroll".
Select Payroll Month
Choose the month you want to generate payroll for.
Click Create Group.
A “Create Payroll Group” box will appear.
Fill in Group Information:
Left Side:
Group Name – Give your payroll group a clear name.
Payroll Period – Automatically shown as the selected month.
Payroll Employee Type – Defaults to Monthly Payroll.
Approvers – Choose approver(s) from the dropdown.
Right Side:
Select Payroll Cycle – Select your payroll range according to your company payroll cycle e.g., 26 Apr – 25 May or 1–31 May.
Attendance Cutoff Date: Select the cutoff date for attendance.
Overtime Cutoff Date: Select OT cutoff date.
Leave Cutoff Date: Select the cutoff for leaves.
Project-Based Pay Cutoff Date: Choose cutoff for project payments
Select Payroll Country
Choose the country where this payroll applies.
Pro-Rating Day-Rate Options:
Calendar Day: Used widely in Myanmar and similar countries. Pro-rates salary based on total calendar days.
Working Day: Pro-rates salary based only on scheduled working days.
( Example: For Calendar Day, 19/31 days = 61.3% salary. For Working Days, 15/22 days = 68.2% salary. )
Other Settings:
Choose the month your fiscal year begins (e.g., April).
Click Create Payroll.
2. Select Employees for the Payroll Group
You’ll see a list of employees.
Manual Select: Tick each employee individually.
Select All: Use the top checkbox.
Filter by Status: Choose" Position ", " Department ", "Location," " Custom Tag", System Status "Active, or "Inactive", etc...
Smart Select: Auto-select based on payroll date range (includes only employees active during the payroll period).
After selecting, click "Confirm Group".
3. Generate Payroll
You're now at the Draft Stage.
Review employee list and payroll info.
Click "Generate Payroll"
A confirmation box will appear asking if you want to generate payroll with attendance.
Double-check the payroll end date carefully.
Click "Confirm".
4. How to Delete a Payroll Group
You can delete a payroll group while it is in the Draft, Generated, Pending, Approved state. However, you cannot delete a payroll group once it has been Published.
Steps to Delete:
Click the "Delete" button on the specific payroll group.
A verification box will appear; enter the Group Name exactly as it appears into the blank text box.
Click the "Confirm" button to permanently remove the group.
