Run payroll

Audience: Payroll admin / manager
Objective: Calculate, approve & lock a payroll run with India statutory estimates.
Requires: payroll_run to create; payroll_approve to lock; payroll_export for files

Before you start

• Payroll module on; employees in /payroll
• Attendance marked for the period (LOP sources)
• Understand dual-control: creator ≠ approver (workspace owner may self-approve)

Steps

1. Open Payroll (/payroll).
2. Create a run for the period (PF/ESI calculated; optional TDS regime; PT state such as MH/KA/DL/OFF).
3. Review lines: earnings, PF, ESI, TDS, PT, LOP, advances.
4. Approve & lock with a different authorized user when dual-control applies.
5. Export as needed:
   • English HTML payslip (Print → Save as PDF)
   • Wage register CSV
   • Bank NEFT CSV
   • GL sketch export

Important

TDS and PT figures are simplified product estimates. Verify with your accountant before challans / Form 16.

Payslips are English only.

Related

• Self-service
• Payroll troubleshooting
• For engineers: docs/features-shipped/PAYROLL.md