The Payroll module pays the people Human Resources keeps. Every month it works out what each
person earned and what the law takes from it — the social-security contributions, the income
tax, the minimum wage it may not fall below — closes the month for good, prints the payslips,
pays the net salaries through treasury and hands your accountant the figures the CNAS and the
tax office ask for. When someone leaves, it works out what they are owed and pays it on their
last payslip.
It is built for whoever runs the pay, who is often the same person who keeps the staff. It reads the people, their contracts, their leave, their attendance and their overtime from Human Resources, and never changes them.
What you can do today
- Keep the figures the law fixes for pay — the minimum wage, the social-security rates and the income-tax scale, each dated from the text that set it and kept up to date when a finance law changes it. See Payroll setup.
- Keep your catalogue of pay elements — the base salary, each allowance, bonus and deduction, each saying whether it counts for social security, income tax and the minimum wage. See Pay elements.
- See what a salary nets and what it costs — gross, social security, income tax, net pay and the employer cost of a full month, before anybody is paid it. See What a salary costs and what it nets.
- Open each month’s payroll — one run a month, opened in order, listing everyone with a signed contract in it. See Monthly payroll.
- Settle what a departure is owed — the leave not taken, the notice paid instead of worked and the indemnity the law or your agreement grants, worked out for you and paid on the last payslip, with a statement the person signs as received. See Settle a departure.
- Pay a closed month — one payment per person in Treasury, for exactly what their payslip says, out of the account you pay wages from. See Paying the salaries.
- Declare a closed month — the contributions and the income tax, as a spreadsheet file to
carry to the
CNASdeclaration and theG50. See Declaring the month. - Declare the year — the annual declaration to the social-security fund and the annual statement of salaries to the tax office, as spreadsheet files from the year’s closed months. See Declare the year.
- Print the payroll book — every closed payslip of a period element by element, and the totals to write into the initialled book. See Payroll book.
See what needs doing
Open Payroll in the sidebar, below Human Resources. It opens on the month being paid, in three lists, read again every time you open the page:
| List | What it shows |
|---|---|
| This month | the month, its payroll run and where it stands — not opened yet, open, computed, closed, partly paid or paid — and one button for the next thing to do: New payroll run, Compute the month’s payslips, Review the payslips or Pay the salaries. The button opens the page where it is done |
| What the month counts | before anybody computes the month, what computing it will count: who it pays, the absences marked on the attendance sheet, asked for as leave or typed on its variables, the leave still waiting for a decision (not counted until decided), the overtime, each person who left and whether their final pay is confirmed, the variables, and each person with no bank account on file. Each line opens the page where it is changed |
| Due dates | the next date each declaration is due — the G50, the CNAS contributions, the DAS and the G29 — each with the article of the law it comes from, and beside the G50 and the CNAS whether it is paid. See when each declaration is due |
A line you cannot open with your role is still shown, without its link: the month counts it all the same. The button only appears when your role may do the step.
The sidebar lists the rest of the month’s work — Months (every month’s payroll, one run each), Final pays, Declarations (the month’s and the year’s declarations and the payroll book, as three tabs) and Pay simulation — and, at the end of the list, Setup.
Where each job is done
Each job of the month has one place it is done. Every other way in opens that place, or presses the same button: The month’s steps, at the top of a month’s page, carry the month’s own Compute the month’s payslips, Close the month and Pay the salaries, with the same checks.
| Job | Where it is done | Also from |
|---|---|---|
| Open a month | Months, then New | the home’s New payroll run, while the month is not opened |
| Compute the month | Compute the month’s payslips, under More actions on the month | the month’s steps; the home’s button, which opens the month |
| Review the payslips | the month’s Payslips tab | the month’s steps and the home’s button, which open that tab; once the month is closed, the person’s own Payslips tab |
| Close the month | the month’s status, Closed | the month’s steps |
| Find who cannot be paid | Print transfer listing, under More actions on the month | the home’s No bank account on file, before the month is computed, which opens the person’s record |
| Pay the salaries | Pay the salaries, under More actions on the month | the month’s steps; the home’s button, which opens the month |
| Send a returned transfer again | Pay the salaries again, on the month the bank sent it back from: it pays only what is left unpaid | the home’s button, which opens that month’s Payments tab |
| Declare the month | Declarations, on its Monthly declarations tab | the closed month’s Declaration figures tab and its export: the same figures and the same file |
| Declare the year | Declarations, on its Annual declarations tab | the home’s DAS and G29 dates |
| Settle a departure | Start the final pay on the person’s record | Final pays, then New |
| See what a salary nets and costs | Pay simulation | This month’s pay, beside a person’s record, for that person as they are paid today |
Absences, overtime and a figure for one month only can each be recorded in two places, on purpose, because each place records something different. Human Resources § Where each job is done says which to use when.
Set up the module
Setup is one page for what pay is computed from, a tab each: Pay elements, the kinds of line a payslip carries; the three legal figures, Minimum wage, Social-security rates and Income-tax scale — see Payroll setup; and Pay rules, what an unpaid day costs, the account the wages leave from and what an extra hour is paid — see Set the pay rules. Each tab keeps the address its page had, so a bookmark still opens it, and you see only the tabs your role lets you open.
Who can see it
The module appears only for members who have been given its permissions, which the role editor lists under their own Payroll heading. Salaries are the most personal figures a business holds: a member can keep the staff register without seeing a single one. See Roles and permissions.