Create a Pay Run

Overview

Pay runs form the basis of the bank files you upload to your bank to make payments to your employees. Once you have finalised your checks in the Process Payroll Report, you 'll need to create a pay run to process the wages. 

Create a Pay Run

To create a pay run:

1. Go to Payroll > Process Payroll > Process Payroll.

2. Select the pay cycle, employee group or filter criteria to apply.

3. Tick the checkbox for each employee pay that is being included in the pay run.

4. Click Create Pay Run.

5. Select a Pay Date. The Pay Date can be any past or future date and is used by the system as a record of when the funds were or will be released from your bank account.

6. Select the bank account the payment will be made from.

7. Enter a Payment Ref.

8. Enter any Notes that are required. The text you enter here will be added as a note to pay advices for all employees included in the pay run. 

9. Click Create Pay Run.

You’ll see a popup window that summarises the details of the pay run to confirm that it has been created successfully. You can view the pay run details in the Process Pay Runs screen. 

The pays that you have included in the pay run will no longer appear in the Process Payroll list, as they have been linked to the pay run you’ve created.

Remove a Pay from a Pay Run

Employee pays in a pay run will be locked with the data that is set at the time they are included in the pay run. If you need to edit or recalculate pay data, the relevant pay will need to be removed from the pay run first.

To do this:

1. Go to Payroll > Process Payroll > Process Pay Runs or Process Supplier Pay Runs.
2. Set the search criteria in the Report Settings drop down and click Go to generate the report.
3. Click on the relevant pay run to view the pays included.
4. Tick the checkbox next to the pay you would like to remove.
5. Click With Pay Run... > Remove Selected Pays From Pay Run > Apply > Confirm.

This process removes the pay from the pay run, returning it to the Process Payroll list for editing or recalculating as required.