Before you start
For Administrators, Finance teams, School owners
- Payroll requires Enterprise access and an authorised finance or administration role.
- Prepare employee pay details and the school-approved earnings and deductions.
Review employees and pay items
Open Payroll and review Pay Items. Check the earnings and deductions your school uses, then confirm employee compensation details before creating a run.
Create the pay run
Choose the employees and pay-period dates. Check the period carefully to avoid creating overlapping or duplicate payroll records.
Review payslips
Inspect each employee’s calculated amounts, deductions and net pay. Make authorised adjustments where needed and check the final totals.
Generate and inspect PDFs
Use the payslip PDF action and choose the required language. Check names, dates, currency and amounts before distributing the documents.
Send or download payslips
Use the available email or download action for reviewed payslips. Confirm the employee recipient before sending a financial document.
Reconcile payment status
Update statuses according to the actual payroll process. Generating a payslip or marking a record paid does not itself transfer money to an employee’s bank account.
Good practice
- Review a draft before processing a complete run.
- Reconcile attendance-related adjustments explicitly.
- Keep payroll documents restricted to authorised recipients.
Questions and troubleshooting
Ready for the next step?
Open your school workspace to put this guide into practice, or ask our team for help.