Run Payroll

A payroll run goes through four stages: Draft → Awaiting payment → Part paid → Paid. HR prepares and processes the run. Accounting pays it.

1. Create the run

1. Go to HCM → Payroll and click New Payroll Run.
2. Choose the pay period. Plenix adds every active employee with their salary or hours, and calculates tax, National Insurance, pension and student loan.
3. Approved overtime from the period and approved bonuses are added to gross pay and taxed. Overtime approved too late for its own period is picked up by the next run, and is never paid twice.
4. If claims are repaid through payroll (see Payroll Settings), approved expenses and mileage are added as Claims repaid. They are not taxed.

2. Check it

Open the run to review each person's gross pay, overtime, bonus, deductions, claims repaid and net pay. To bank is what each person receives: net pay plus claims repaid. While the run is a draft you can remove a line or delete the run.

Anyone without bank details is flagged. Add them on the employee record before Accounting pays.

3. Process it

Click Process run and set the pay date. Plenix:

• posts the wages journal, with net pay owed to staff in Net Wages Payable;
• creates a payslip for each person, which they can see in their profile;
• sends the run to Accounting, where it shows as Awaiting payment.

If nothing has been paid yet, you can Reopen the run as a draft to correct it. Its wages journal is reversed until you process it again.

4. Accounting pays it

Accounting pays the run from Accounting → Payroll Payments, usually with a bank file, and marks it paid. The run shows Part paid or Paid, payslips show the paid date, and employees are told their pay has been sent. The Payments made by Accounting section on the run lists each payment.

Where to go next

• Understand the whole module → How HR & Payroll (HCM) Works
• Pay Payroll and Claims
• Payroll Settings
• Employee Bank Details
• See where this fits in the bigger picture → How a New Hire Becomes a Paid Employee