Payroll
Create new pay run
Here we describe how you create a pay run. You can also watch the movie Create pay runs in Payroll (in Swedish) (in Swedish). If you want to see how to do it inside the program, click on Guida mig in the program's menu bar and select the guide Skapa lönekörning.
If employees have made registrations in Travel & Expenses, make sure to compile all expenses for the period before you create the pay run. Read more in the topic Hantera rapporter.
Do the following:
- Select Payroll - Pay runs.
- Click New pay run.
- Select pay run type: Ordinary pay or Additional payment.
- Enter a description if you want to.
- Select the date on which the payment should be made to the employees under Payment date.
As long as you send the payment file to the bank on time, the payment will be made on the date you choose as the payment date. If the date you usually pay salaries falls on a public holiday, you choose the nearest business day as the payment date.
- Select Import registrations if you want to import registrations made in Employee, Time & Project planning, Travel & Expenses or Practice management.
If you have selected in the payroll settings that registrations should be imported at each pay run, the Import registrations box is checked. You can uncheck the box if you do not want the import to be done for this pay run. You can also import the registrations after the pay run is created.
- Ensure that all the boxes to the left of the employees you want to include in the pay run are checked.
In order for an employee to appear in the list when you create a new pay run, all the mandatory fields for that employee must have been filled in. The employee must also have an employment start date that is earlier than or within the pay period.
- Click on Create.
- The pay run is now created and you can register and complete the data on the employees' payslips.
Field explanations
Pay run type
| Ordinary pay |
When you select Ordinary pay, all the registrations in the calendar for the current period are retrieved, as well as the information found under Recurring items on every payslip on the Pay tab in the employee list. Registrations made in Employee, Time & Project planning, Travel & Expenses and can also be imported to a pay run of the type Ordinary pay. You retrieve the registrations by clicking the Import registrations button. |
| Additional payment | If you select Additional payment, empty payslips will be created for each employee with a checked box to the left in the list. It is for example useful if you once or twice a year disburse a bonus to some or all of your employees. |
Description
It is optional to enter a pay run description.
Employee pay date
If the previous pay run is finished a payment date is suggested, but you can choose another date. A warning is shown if the date falls on a Saturday, Sunday, bank holiday or a date far off in the future.
Import registrations
Mark Import registrations if you want to import registrations made in Employee, Time & Project planning, Travel & Expenses or Practice management.
If you always want to import registrations from additional services when creating a new pay run, you can select Settings - Payroll settings, the Pay and payments tab and tick the box Import registrations when pay run is created.
Monthly salary
Here you will see pay and deviation periods based on the settings you have selected for the company under Settings - Payroll settings and the Pay and payments tab. Read more in the topic Payroll settings.
Hourly wages
Here you will see pay and deviation periods based on the settings you have selected for the company under Settings - Payroll settings and the Pay and payments tab. Read more in the topic Payroll settings.
Pay type
Here you can filter your selection based on employees with a monthly salary or hourly wages. You can combine this selection with the workforce category, so that for example only administrative workers with a monthly salary are included in the pay run.
Workforce category
Here you can filter your selection based on administrative or non-administrative workers. You can combine this selection with the payment type, so that for example only administrative workers with a monthly salary are included in the pay run.
Related topics
Create pay runs in Payroll (in Swedish)
Register and complete payroll events on payslips
Make changes in a completed pay run
How do I match several bank transactions to the same salary payment?
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