To register a new payroll payment in the platform, follow these steps:
- Navigate to the Accounting module and select Payrolls from the left-hand menu.
Click the + New Payroll button located in the upper-right corner.
- Select the Worker for whom you want to register the payroll payment.
- Once the worker is selected, the system will automatically display their information, including:
- Email and Phone Number: The worker's contact information.
- Payment Type: The worker's configured payment rate (e.g., hourly rate).
- Previous Payroll: Information about previously registered payroll payments, if available.
- Work Schedules: The worker's configured working days, hours, and breaks.
- Complete the payroll payment details:
- Payment Corresponding To (From–To): Select the date range corresponding to the payment period.
- Amount Paid: The system automatically generates a suggested payment amount based on the worker's configured information. You can review and adjust this amount if necessary.
- Payment Date & Time: Select the date and time associated with the payment.
- Observations or Details (Optional): Enter any additional information regarding the payment.
- Documents (Optional): Attach any supporting documents related to the payroll.
Status: By default, the payment status is set to Pending, but you can change it to Completed as appropriate.
- Review all the information and click Save to register the payroll.
Important: Before creating a payroll payment, make sure the worker's payment rate, payment type, work schedules, and breaks are correctly configured in their profile under the Human Resources module. This information is used by the system to generate the suggested payroll amount.
Always verify the payment period, hours worked, and suggested amount before saving to ensure accurate payroll records.