Running payroll each month

Create the payroll run, check it, process it, send payslips and the bank file.

Payroll in Orgwise is one run per month. The run takes attendance, leave, one-off pay, loans and claims and works out everyone's salary.

Each month

1. Make sure attendance for the month is complete (see missing punches).
2. Add any bonus, arrears or deductions in Payroll Management → One-off Pay.
3. Go to Payroll Runs and create the run for the month. The period and pay date come from Payroll Settings.
4. Click Process. Check the totals and a few payslips.
5. Click Generate / Email Payslips.
6. Download the Bank Transfer File for your bank, and Export to Tally for your accountant (see Tally export).

How salary is worked out

• Paid days = days in the period minus loss-of-pay days.
• Loss of pay comes from unpaid leave and absent days.
• PF, ESI, Professional Tax, LWF and TDS are worked out if switched on in Payroll Settings.
• Working days with no attendance and no leave that nobody has decided on are loss of pay. Everyone with payroll access is emailed the list when the run is created and two days before the pay date.

Not working?

Someone is missing from the run. They have no active salary in Employee Salaries, or they joined after the period.

Salary looks too low. Open their entry and look at loss-of-pay days. It's usually absent days that should have been leave, or a missing punch that nobody decided on. Mark the day on the dashboard and process the run again.

I need to change something after processing. Fix the input and process the run again; the run is recalculated.

Gratuity

The company owner chooses in Payroll Settings → Gratuity: pay it only in the full & final, or also set it aside every month (4.81% of basic + DA as an employer cost, not taken from salary, included in the Tally export). Until the owner chooses, it's only worked out in the full & final.

Frequently asked questions