The Overview page in the greytHR Admin portal provides a complete summary of all the payroll-related information. You can monitor and get insights for the selected payroll month, such as the number of employees processed, addition, settlements, gross pay, deductions, and net pay processed. The information automatically displays based on the data in the application; hence you can only view the information.

The page displays the various cards such as Negative Salary, Stop Salary Processing, Settled Employees, Hold Salary payout, Payout Pending, and Locations Without PT State. Each card displays its respective details. The additional information such as Stop Salary Processing and Hold Salary Payout shows the names of two employees at a time. To view a detailed list, you can click the +more link. The link directs you to the respective pages.

You can also view all the months of the current financial year as a tab. The current payroll month tab is active by default. You can view the payroll months as locked when the Lock icon is available next to the month.

To view the Overview page, navigate to Payroll > Main > Overview.

You can view the following details on the Overview page:

Payout details include Net Pay, Gross Pay, Deductions, and Work Days.
Employee details include No. of employees processed in a payroll month, Additions, Settlements, Exclusions, and Separation.
Additional information includes Negative Salary, Stop Salary Processing, Settled Employees, Hold Salary Payout, Payout Pending, and Location without PT State.

You can perform the following actions on the Overview page:

Create a new payroll month.
Set the cut-off dates.
Lock/unlock the payroll of previous months.
Process the payroll.
Lock/unlock the payroll inputs of previous month.
Release/hold the employees' IT statement and payroll.

Create a new payroll month

The next month for which you must create the payroll is represented by the New icon in the month's tab. Let us assume that the next new payroll month is July. To create July month's payroll, perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, click July 2022 tab. The tab opens.
Select one or both of the following options as per your requirements:
1. Enable autolock IT Declaration on 20th day of the next month.
2. Release I.T. Declaration for employees without declaration.
Click Create July 2022 Payroll button. The Create Payroll pop-up appears.
Click Confirm to create a payroll for July 2022.
Note: You can delete the payroll month by clicking the Delete icon available next to the payroll month name.

Set the cut-off dates

To set a cut-off date for a payroll month, perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, under the required payroll month's tab, click the Edit icon next to Cutoff from 26 Jul 2022 to 25 Aug 2022. The Update Payroll Info pop-up appears.
In the Number Of Work Days text box, enter the working days.
From the Cutoff From date and Cutoff To date dropdown calendar, select the cut-off from and to dates.
Click Update to set a cut-off date for a payroll month.

Lock/unlock the payroll of a previous month

To lock/unlock the payroll, perform the following actions:

FFrom the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, select the current month tab. The details of the selected payroll month appear.
Click the Lock/Unlock button available next to Payroll.
1. When you click the Lock button, the On locking payroll below activities will be done pop-up appears.
2. When you click the Unlock button, another pop-up appears.
Select the required options from the pop-up.
Click Confirm to lock/unlock the payroll.

Process the payroll

Processing payroll is an essential part of an organization's financial operations. To process payroll for the current month, perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, lock the payroll of the previous month.
Under the current month's tab, click the Process Payroll button. The Payroll Process page opens and displays a checklist of all the tasks you must complete to process payroll successfully.
Under the Checklist, select the tasks using the checkbox. Ensure to move all the Checklist items to Completed Tasks.
Note:
1. To complete an item, click take me there. You are redirected to the relevant page.
2. You can edit the checklist by deleting or ignoring an item. To ignore an item, hover on an item and click ignore this.
3. To delete an item, click the Delete icon.
4. Click Process Payroll. It might take a while for payroll processing. After payroll is processed, a success message appears.
Click View Salary Statement to view the Quick Salary Statement of all the employees or click Close to finish processing payroll.
After you click Close, the payroll process log displays. The payroll process log displays the status and description of all the payrolls you have processed.

Lock/unlock the payroll inputs of a previous month

To lock/unlock the payroll inputs, perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, select the current month. The details of the selected payroll month appear.
Click the Lock/Unlock button available next to Payroll Inputs. On locking payroll inputs below activities will be done pop-up appears.
Select the required options from the pop-up.
In the pop-up, from the Lock Date dropdown calendar, select the auto-locking date of the payroll inputs.
Click Confirm to lock/unlock the payroll inputs.

Release/hold the employees' IT statement and payroll

To release/hold the payroll, perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Main > Overview.
On the Overview page, select the current month tab. The details of the selected payroll month appear.
Click the Release/Hold button next to Employee View Release as per your requirements. A success message appears.

To release/hold the IT statement, perform the following actions:

On the Overview page, select the current month tab. The details of the selected payroll month appear.
Click the Release/Hold button next to IT Statement Employee View as per your requirements. A success message appears.

Note: To release the IT statement, you must lock the current month's payroll.

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