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

Organizing Employee Payroll With flair


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.

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

  • To begin, select the Payroll Runs tab within Salesforce
  • Alternatively, you can navigate through the Compensations tab and click on Payrolls, as shown in the video above
  • 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 the UK.
  • 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

How To Reverse Payroll Run Status to Pending Approval
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Let’s take a look at how to change the payroll status from Completed to Pending Approval in situations where it is necessary to reverse the status change. Please follow the steps below to accomplish this task.

  • Go to the relevant Payroll Run on the flair HR app on Salesforce
  • For a very simple fix, you can download the Salesforce Inspector tool as a Chrome Extension
  • Click on the option to Show All Data using the Salesforce Inspector extension menu
Salesforce Inspector Tool
Show All Data
  • Next, look for the Completed At field on the data page. In this case, we will amend the Field API Name: flair__Completed_At2__c
  • Remove the Value in the Completed At field and click Save
Show All Data
Show All Data
  • Return to the payroll run and it will be possible to revert to an earlier step
Payroll Pending

Another way to revert the payroll status, this time without the Salesforce Inspector extension, is to use the Developer Console on Salesforce. Here’s how it works:

  • Open the Developer Console via the Salesforce Settings tab on the flair HR app
Payroll Pending
  • Next, navigate to the Query Editor section
Query Editor
  • Two codes are important in this next step, the Field API Name of the payroll run from earlier: flair__Completed_At2__c and the payroll run description which can be found in the payroll run page’s URL: flair__Payroll_Run__c
Payroll Run URL
  • Type in the following query into the Query Editor section: Select ID, Name, flair__Completed_At2__c from flair__Payroll_Run__c
  • Then click on the Execute button
Query Editor
  • Next, delete the date value that will appear under the Completed At field
  • Save the changes and exit the Developer Console

By following the steps outlined above, you can successfully move the payroll status back to Pending Approval even after it has been marked as Completed. Please note that these methods involve using the Salesforce Inspector tool or the Developer Console.

To find out how to enable the Developer Console for new users, check out the flair Developer Hub.

Query Editor

Payroll Data Management
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The accurate input and efficient export of employee data are vital for effective payroll management. This section provides a comprehensive overview of the essential aspects involved in managing payroll documents and exporting data.

Generating Payroll Documents
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The Payroll Runs tab on the flair HR app 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.

Managing Payroll Documents
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Let’s take a look at how to manage documents you want to include in the data export of a payroll run.

  • First, visit the HR Admin page on the flair HR app on Salesforce
  • Next, select the Payroll Territories option. Once you’re there, open the territory for which you want to configure exporting.
  • Navigate to the Data Export section. Within this tab, you will find an overview of the documents that are set to be included in a Payroll Run associated with a particular Payroll Territory. It's worth noting that this list is fully customizable, allowing you to tailor it according to your preferences.
  • 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

DATEV Integration
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DATEV is one of the leading tax and payroll software providers in Germany, serving over half a million customers. Due to popular demand, we offer a direct integration to DATEV, helping you simplify your payroll processes.

How To Integrate flair With DATEV
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You can set up your DATEV integration in seconds. First, open the flair HR app and go to the HR Admin page. Under the Integrations tab, click on DATEV. Then choose a payroll territory and click Connect Via Integration Service.

Enabling the DATEV Integration in flair HR

Next, grant flair access to your DATEV account. Enter your consultant ID and client ID, and then sign in to your DATEV account to set up the connection. Finally, click Enable to start using the integration in your flair HR app.

How To Use the DATEV Integration
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Once you have enabled the integration, you will see an Integrations box when you view a payroll run in flair HR. You have two options: Sync Employee Data and Sync Payroll Data.

Syncing employee data with DATEV

Clicking Sync Employee Data will send any data changes to DATEV. This is important if employee information, such as address, IBAN, or salary, has changed.

The Sync Payroll Data button sends data from the current payroll run to DATEV. You will need to sync this data with DATEV if any compensation was added manually to an employee during the payroll run or if you have employees who are paid based on time worked.

Our integration currently imports payroll data directly to DATEV LODAS. If you are using DATEV Lohn & Gehalt, our integration can automatically create ASCII files that you can quickly and easily import to DATEV yourself.

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