Payroll Center#

Separated Employees (On Hold)#

If any employees were separated during the cutoff, a separate Separated Employees (On Hold) section appears below the main table. Their salaries are computed but their release is held.

Exporting#

Use the Export button on the summary table to download the payroll summary as:

• CSV (comma-separated values)
• Excel
• Excel (Detailed)

Step 1: Review and Re-Compute (For Review)#

When a cutoff is in For Review, the available actions are:

• Re-Compute — recomputes salaries for every employee in the cutoff. A confirmation appears first; computation runs in the background and may take a while.
• Return to Timekeeping — sends the cutoff back to timekeeping so employees can edit their time records. A confirmation is required. This also cancels any carry-over pay this cutoff had produced on a later cutoff (see Returning a cutoff) — blocked if a carry-over from it was already paid on a posted cutoff.
• Submit for Approval — moves the cutoff to the For Approval stage.

When you submit for approval, the system checks for unapproved filings (OT, COA, OB, Leave, SA) in the cutoff. If any exist, a warning shows how many employees and filings are affected; you must acknowledge that those filings won't be included before proceeding.

Attendance can no longer change once payroll processing starts (see Timekeeping Freeze), so this only applies to older cut-offs computed before the freeze. On those, if an employee's attendance was edited after their salary was already computed, the Payroll Summary flags them with a warning icon and shows a summary line above the table (with a Show only affected filter) — see Stale Salary Indicator. Advancing the cutoff (Submit for Approval, Approve, Publish) with employees still uncomputed or stale no longer fails outright — a confirmation dialog lets you recompute first or acknowledge and proceed anyway — see Payroll Summary.

Step 2: Approve (For Approval)#

When a cutoff is in For Approval, the available actions are:

• Return to Review — sends the cutoff back to the For Review stage. A confirmation is required.
• Approve — approves the cutoff and moves it to the Approved stage.

Step 3: Publish (Approved)#

When a cutoff is in Approved, the available actions are:

• Return to Review — sends the cutoff back to the For Review stage.
• Publish — publishes (posts) the payroll. A confirmation warns that once published it cannot be modified.

Handling a Rejected Cutoff#

When a cutoff is in Rejected, the available actions are:

• Return — returns the cutoff to timekeeping.
• Resubmit — resubmits the cutoff for approval.

Posted Cutoffs#

When a cutoff is Posted, the summary shows a Posted status indicator, plus:

• Bank File Writers — generate bank files for the cutoff (also available on earlier stages).
• Cancel Posted — reverses the posting. This requires an OTP (one-time passcode) confirmation.

A posted cutoff's employee list, on-hold section, all salary figures, exports, and bank files are frozen at the moment of posting. Separations, deactivations, or rehires processed after posting do not change anything in a posted payroll. To make corrections, use Cancel Posted to return the cutoff to For Review — this unfreezes the roster. Re-posting then re-freezes it at the new moment of posting.

Step 1: Open the importer#

1. Select the Posted stage
2. Click Import Payroll

Step 2: Choose the cutoff#

1. Select a Cutoff Code
2. Select a Cutoff Period (only periods in TIMEKEEPING status are available)

Step 3: Download the template (optional)#

Click Download Template to get the import spreadsheet. The template has 21 required columns:

• Employee Code, Employee Name, Branch, Payroll Group
• Basic Salary, Late, Undertime, Absent, Basic Pay
• Allowances, Holiday Pay, Overtime Pay, Night Diff, Rest Day Pay
• Gross Pay, SSS, PhilHealth, Pag-IBIG, Tax, Other Deductions, Net Pay

Use Configure Template Columns to add manual adjustment columns (salary increase/deduction, allowance, deduction) before downloading. Regular allowance and deduction columns are included automatically based on each employee's active plans.

Step 4: Upload and validate#

1. Drag & drop the file or click to select it
2. Click Upload File
3. The system validates the rows and shows Validation Results: Valid Records, Records with Warnings, and Records with Errors

• Rows with errors cannot be imported. Use View Errors to see details.
• Rows with warnings require approval before they can be imported. Use Review Warnings.

Step 5: Review warnings and process#

1. In the warnings review, select the rows to approve (or Select All)
2. Optionally tick Notify employees via email and in-app notification
3. Click Approve Selected & Process (or Process Import)
4. When finished, the Import Completed screen shows how many records were Successfully Imported and how many Failed

You can Cancel Import at any point before processing.

Once an import finishes, its cutoff card shows the Imported Payroll badge (see Working With Cutoff Cards) so you can tell at a glance that its figures came from the importer rather than the normal computation flow.

Process a payroll cutoff end to end#

1. Open Payroll Center and stay on the For Review stage
2. Click the cutoff card to open its summary
3. Review the employee figures; click Re-Compute if anything changed in timekeeping, or if the "N employee(s) changed since their salary was computed" summary is showing
4. Click Submit for Approval, acknowledging any unapproved-filing warning
5. On the For Approval stage, open the cutoff and click Approve
6. On the Approved stage, open the cutoff and click Publish

Send a cutoff back for corrections#

• From For Review: click Return to Timekeeping to let employees edit time records.
• From For Approval or Approved: click Return to Review to move it back to the review stage.

Reverse a published payroll#

1. Select the Posted stage and open the cutoff
2. Click Cancel Posted
3. Enter the OTP to confirm