Run payroll and issue payslips

The steps

Find it

1. Every screen is in the menu on the left. Under FINANCE, tap Payroll. On a phone, open the menu with the button at the top left first.
2. The tabs run from Overview onwards: employees, payslips, pay history, leave and the SARS returns payroll feeds.

Run the month's payroll

1. Tap Run Payroll. It names the period and how many people it will pay before anything is calculated.
2. Untick Email payslips to employees. You send them once the run is approved.
3. Tap Rebuild payslips to work out a payslip for every employee; a month not yet worked out says Process payroll. Nothing is final yet.
4. Tap Payslips, then View on an employee to check their gross, PAYE, UIF and net pay.

Scenario: the payslips are right, so you approve and send them

1. Tap Approve on the run. Approving locks the payslips, puts them on the EMP201 and posts the payroll journal.
2. Tap Approve again to confirm.
3. Tap Payslips, then Send All to email each employee their own payslip.

Scenario: you find a missed bonus after approving

1. Tap Reopen on the run, then Reopen run to confirm. Its journals are reversed by postings of their own, never deleted.
2. Add the bonus on the employee's payslip under Payslips, then run and approve the month again.

Scenario: someone new starts this month

1. Tap Add.
2. In Full name, type Sipho Dlamini.
3. In RSA ID, type 9406125800086.
4. In Gross monthly (R), type 28000. For someone who joins part-way through the tax year, PAYE is worked out on the months they actually work.
5. Fill in their Tax number too: it is what SARS sees on their IRP5. Then tap Add at the foot of the form, and they are in the next run.

More detail is in the guide.

Check yourself

1. Why approve the run before you file the EMP201?

   • Approving sends the EMP201 to SARS
   • The EMP201 reads approved runs only, so a draft run is left out
   • Approving changes the PAYE tables
   Show the answer

   The EMP201 reads approved runs only, so a draft run is left out

2. What does approving a payroll run do?

   • Locks the payslips and posts the payroll journal to the ledger
   • Pays the employees from your bank account
   • Deletes the draft payslips
   Show the answer

   Locks the payslips and posts the payroll journal to the ledger

3. You find a missed bonus after approving. What do you do?

   • Delete the run and start again
   • Edit the posted payroll journal by hand
   • Reopen the run on Pay History, correct it, then approve it again
   Show the answer

   Reopen the run on Pay History, correct it, then approve it again