Step-by-Step Guide to Generating Payroll: Complete Instructions for Selecting Year, Salary Cycle, and Employees

STEP 1: Click on "Payroll" to Access Payroll Dashboard

• Navigate to the left sidebar of the dashboard.
• Click on the "Payroll" link to open the Payroll section.
• Ensure you are on the correct page by checking the highlighted area for relevant payroll information.
• Proceed to the next step by clicking on "Select Year" for further actions.

STEP 2: Click on "Select Year"

• Navigate to the "Select Year" dropdown in the Payroll dashboard.
• Click on the dropdown to view available years.
• Choose the desired year from the list.
• Ensure all required fields marked with '*' are filled before proceeding.
• After selection, continue to the next step by clicking on "Salary Cycle".

STEP 3: Click on "Salary Cycle" to Set Payroll Frequency

• Navigate to the "Salary Cycle" section in the form.
• Click on the "Salary Cycle" option to select the desired frequency (e.g., Monthly).
• Ensure all required fields marked with '*' are filled out.
• Proceed to the next step by clicking on "Select Month" after setting the salary cycle.

STEP 4: Click on "Select Month" to Choose Payroll Month

• Click on the "Select Month" dropdown.
• Choose the desired month from the list (e.g., January).
• Ensure to check any required fields marked with an asterisk (*).
• Proceed to the next step by checking "Include Expense Claims".

STEP 5: Click "Include Expense Claims" to Include in Payroll

• Navigate to the "Generate Payroll" section.
• Locate the checkbox labeled Include Expense Claims.
• Click on the checkbox to select it.
• Ensure that the selection is reflected visually (checkmark appears).
• Proceed to the next step by checking "Add timelogs to salary".

STEP 6: Click "Add timelogs to salary"

• Locate the checkbox labeled "Add timelogs to salary."
• Click on the checkbox to enable it.
• Ensure that the checkbox is marked, indicating that timelogs will be included in the salary calculation.
• Proceed to the next step by checking "Use Attendance" if needed.

STEP 7: Click "Use Attendance"

• Navigate to the "Generate Payroll" section.
• Locate the "Use Attendance" checkbox highlighted in red.
• Click on the checkbox to enable attendance tracking for payroll.
• Ensure other required fields are filled out before proceeding to the next step.

STEP 8: Select "Department"

• Click on the "Department" field highlighted in red.
• A dropdown will appear; select the appropriate department from the list.
• Ensure that the selection is made before proceeding to the next step.
• After selecting, you can continue by clicking on "Select Employee."

STEP 9: Click on "Select Employee"

• Navigate to the "Select Employee" dropdown in the highlighted area.
• Click on the dropdown to view available employee options.
• Choose an employee from the list to proceed.
• Ensure that the selection is made before moving to the next step.

STEP 10: Click on "Generate" Button

• Ensure all required fields are filled, including "Include Expense Claims" and "Select Employee."
• Locate the highlighted area with the "Generate" button.
• Click on the "Generate" button to proceed with payroll generation.
• Review any confirmation messages or results displayed after clicking.