How to configure Payroll Report General settings - Step 1

The Payroll Report General Settings feature allows you to configure the foundational details for your payroll process in Step 1 of the Payroll Report Process. This step is critical for ensuring accurate payroll calculations and report generation. In this step, you can:

• Set the Payroll Name and Entitled Month for clear identification.
• Choose whether to use Attendance Data in the payroll calculation (Note: Payroll with Attendance Data is currently unavailable).
• Select the Disbursement By method, either self-managed or managed by Staffinc.
• Choose a Payslip Template, including default or custom templates.
• Provide a Description for additional context or notes about the payroll.
• Select the necessary Payroll Components, such as allowances, deductions, and benefits, to include in the report.

To set up Step 1 of the Payroll Report Process, follow the instructions in the interactive prototype below.

Step 1 of the Payroll Report Process ensures that the general settings for your payroll are configured accurately, providing a strong foundation for the remaining steps. You can streamline the entire payroll process by correctly defining the payroll details, disbursement method, template, and components .

Please note that payroll calculations with attendance data are currently unavailable but can be managed without it for now.

Follow the steps outlined in this guide to configure your payroll report settings effectively. For additional support, visit the product knowledge center or contact support. You can streamline the entire payroll process by correctly defining the payroll details, disbursement method, template, and components