Payroll

Manage all your payment data in one place, create clear payroll runs, and ensure employees get paid on time.

Organizing Employee Payroll With flair

PayrollSalesforce

Introduction to Payroll
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Payroll must be managed accurately to ensure all employees are provided with the correct amount of compensation for their work.

The act of processing and distributing pay to employees is known as a payroll run. It involves collating information required to calculate employee net pay, such as hourly rate, tax status, insurance and paid leave.

flair makes it possible for users to gather all this important information in neatly generated documents. The documents can then be exported and sent to, say, an accountant managing company financials.

A pay date is the scheduled time or day funds are released to the employee. For most companies, it is typically the same day every week or month. Depending on the country, employee pay can be liable to different rules, regulations, and taxes.

Through Salesforce, the flair HR app makes it easy to gather this payroll data and set payment parameters. Let’s check out the main features of Payroll on the flair HR app:

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Payroll Run

Creating a Payroll Run
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Creating a payroll run is necessary to pay employees who receive a salary. It’s a collection of all the information you need to complete payments. For example, who is due a payment? How much are individual staff owed?

You need to gather data on how much each employee earns, how many hours they worked this month, the time period this payment covers, their tax status, or maybe they took unpaid leave.

To complete a payment, you will need to track this information and document it in a clear way. This documentation is known as a payroll run. You can track and manage all this information with flair.

Using the flair HR app, you can document, manage, and later export relevant payment information to an accountant or an external app that applies taxes and insurance to it. Then payments can be easily completed.

Payroll Run

Here are the steps to follow when creating a payroll run on flair HR:

  • To begin, select the Payroll Runs tab within Salesforce
  • Next click on New to start customizing the latest payroll run. Add details like Name, Payroll Territory, Start Date, and End Date. Press Save to generate the New Payroll Run.
  • For example, you may want to build a company payroll run for a specific month
Payroll Run January
  • Once this has been created, you can begin to collate key information and data required to complete the payment process. For example, assign specific employees to the payroll run and add hourly wage details or tax status.
  • Since taxes are often country-specific, flair does not automatically calculate tax deductions. Instead, the platform facilitates the generation of documents that may be used by an accountant or tax application to calculate net pay after deductions.

Setting Up New Payroll Territories
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The Payroll Territories page helps you to select employees for each payment jurisdiction and configure documents during payroll runs. For example, your company and employees may operate across a number of countries.

Each payroll run should contain employees from a single territory. Payroll Territories allows you to do this.

  • Through the flair HR app, navigate to the Payroll Territories tab on the top menu bar
  • Select New to begin creating a Payroll Territory. For example, you may want to create a payroll run for employees based in Germany.
Payroll Territory
  • Once you have filled out the fields and clicked Save, you can begin to assign employees to a specific Payroll Territory via the Employees page.
  • If later an employee is not displaying on the Payroll Runs page, you need to ensure they have been added to the correct Payroll Territory
Payroll Test Page

Generating Payroll Documents
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The Payroll Runs tab on the flair HR app also allows you to quickly generate documents associated with payroll.

  • Inside your created payroll run, you will notice a Documents tab on the right side of the screen. By using the Generate button you can create different types of documents including pay slips.
Generating Payroll
  • By selecting employees within the payroll run you can opt to create a summary of payments for those staff members. This method can also be used to make pay slips.
  • You may also upload other documents and add them to generated files
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