Workflow settings
Go to 'Settings' och Master level, go to 'Workflow settings' and click on 'Tracks'. Depending on your company workflow settings, it is possible that the payroll run is automatically executed. Check your workflow settings for this.
1. When 'Execute Payroll Run' is ticked, you can process the Payroll run.
When it is not ticked, you can activate this action by clicking on the action.
2. When 'Execute Payroll Run' is ticked for automatic execution, you do not have to perform any action to process the payroll run.
You can choose to have this action performed automatically or manually.
More information about the workflow settings can be found on our support page.
The explanation that follows assumes the manual performance of an action. When you have ticked automatic processing of the payroll run, you do not have to perform these actions.
Executing a Payroll Run via the Workflow tab.
Go to the 'Workflow' tab.
1. Open the workflow of the company by clicking on the triangle.
2. Click on the arrow to process the payroll run.
Payroll run
Check the data and click on 'Continue'.
Please note: the run description is not visible when the employee downloads the payslip.
Employees
Check the details and select, if required, which employees must be processed. Then click on 'Continue'.
Run checker: Fix errors
When executing a run the last step is the run checker which will show a button "Fix Errors".
When the run checker contains errors and/or warnings and this button is pressed, this will insert a new task in the hamburger menu on the right for every error/warning.
In this way you can navigate from the task directly to the employee to fix the error/warning directly.
You can click on the notification to stop it from showing. If you do not want to see the valid notifications, click on 'Valid'. These notifications are then not shown in the list, but you can always retrieve them.
Click on 'Run!' to execute the run.
Running the Company
The payroll run will now be processed. You can select to run the company in the background, so you can continue to work in the system.
Workflow overview
In the workflow overview you can see from the green block that the payroll run has been processed.
Comments