Payroll bulk action

This article describes how to create a payroll as a bulk action.

Payroll allows you to prepare payslips and then send them to the accounting system. This function is mostly used to export data from employments, it is only available for HR users. 

In the payroll, the basic salary that is stored for the respective employee in the employment is automatically taken over. The additional fields that are relevant for the payroll are also taken over during the bulk action.

If you want to learn more about payroll, read the following article: Create a payslip

How do I perform the bulk action for several employees?
To be able to carry out this action as a bulk action, go to the tab Organisation / Payroll and click on the button "Create payroll". The window "Create payroll" opens.

Now select the corresponding client and the desired employment and specify for which month this payroll should be created. By activating the "Only main employments" slider, only the main employment of the employees will be selected, should some employees have more than one employment.

The "+" in Arithmetic is automatically selected, which means that the item is added to the salary. A deduction from the salary (-) is of course also possible. You can also add the wage type. Furthermore, you have the possibility to add a comment. The value is filled in automatically.

Using "Add custom item", you can add further individual items to the payroll, so that you can flexibly adjust the employees' payrolls without having to create a new employment.

Click Save to create the payroll.

A new window opens with a list of all employees for whom the payroll has been created. Use the magnifying glass to go to the personnel file, to the Payroll tab. Here you can view the details of the payroll via the magnifying glass.

In the Payroll overview, use the magnifying glass to go directly to the personnel file, to the Payroll tab of the corresponding employee. Using the edit pencil you can edit the information for each employee individually.