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approval.",{"path":126,"title":127,"navTitle":128,"description":276,"module":29},"Apply for leave from your own dashboard — choose the leave type, set the dates, add a reason, and submit for approval.",{"path":130,"title":131,"navTitle":132,"description":278,"module":35},"Create a user role in the Administration panel and assign the permissions that control what its holders can view and manage.",{"path":134,"title":135,"navTitle":136,"description":280,"module":95},"Run the readiness check, create a pay run, validate and calculate it, adjust individual amounts, finalize the payroll, and download the bank salary file.",{"path":138,"title":139,"navTitle":140,"description":282,"module":95},"Open an employee's salary details, apply a salary template, review the resulting structure in Payroll, and record a salary history entry.",{"path":142,"title":143,"navTitle":144,"description":284,"module":23},"Raise a support request from the dashboard — enter a subject and description, set the priority, and submit the ticket for assistance.",{"path":146,"title":147,"navTitle":148,"description":286,"module":40},"Log project hours from your personal workspace — add a time entry against a project, record the date and description, then submit the week for approval.",{"path":150,"title":151,"navTitle":152,"description":288,"module":95},"Review employee travel allowance and trip details, filter reimbursement claims, configure rates, and submit payments for approval.",{"path":154,"title":155,"navTitle":156,"description":290,"module":23},"Add a document to the Workplace Operations document library — title, description, category, and visibility, then choose the file and upload.",{"path":158,"title":159,"navTitle":160,"description":292,"module":54},"Add a recruitment vendor — contact details, vendor type, payment terms, statutory numbers, contract dates, and portal access.",{"path":162,"title":163,"navTitle":164,"description":294,"module":29},"Raise a WFH request from your dashboard — 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and billing and analytics.",{"path":210,"title":211,"navTitle":211,"description":318,"module":7},"What an AI assistant may and may not conclude from this help centre — particularly around statutory, tax and legal questions.",{"path":213,"title":214,"navTitle":214,"description":320,"module":7},"Plain definitions of the Ninerole terms that carry consequences — what each one does, and whether it can be undone.",{"path":216,"title":217,"navTitle":218,"description":322,"module":7},"The order things have to exist in — which module feeds which, and why a task is sometimes blocked until something else is set up.",{"path":220,"title":221,"navTitle":221,"description":324,"module":7},"The canonical word for each concept in Ninerole, and the on-screen labels that mean the same thing.",{"id":326,"title":135,"aboutTask":327,"body":363,"description":280,"extension":1029,"faq":7,"meta":1030,"module":95,"navTitle":136,"navigation":1031,"ogImage":378,"order":82,"path":134,"seo":1032,"stem":1033,"updated":1034,"__hash__":1035},"content\u002Fguides\u002Frun-payroll.md",{"purpose":328,"actor":329,"before":330,"need":335,"result":336,"unlocks":337,"answers":338,"troubleshooting":346,"related":356,"alsoCalled":361,"note":362},"Process a month's payroll from the readiness check through to the bank salary file.","Payroll administrator — not an ordinary employee or manager",[331,332,333,334],"Salary structures are configured.","A payslip template is set up.","Each employee's salary details are complete.","Attendance and leave for the period are settled, so the inputs are correct.","The pay period; approval to finalize; corporate-banking access to upload the bank file afterwards.","The pay run is finalized and locked; payslips are generated; the bank salary file (a CSV) is available to download; statutory outputs such as PF ECR and the Form 138 salary-TDS preparation are produced.","Payslips for employees; the bank upload that pays people; statutory filing inputs.",[339,340,341,342,343,344,345],"How do I run payroll?","What has to be ready before I can run payroll?","What is the difference between \"calculate\", \"finalize calculation\" and \"finalize payroll\"?","Can I still change an amount before I finalize?","Can I reverse payroll after it is finalized?","Who is allowed to run and finalize payroll?","Where is the bank salary file, and what is Form 138?",[347,350,353],{"problem":348,"fix":349},"The readiness check fails.","Something in the prerequisites is missing — a salary structure, a payslip template, or incomplete employee salary data. Fix the flagged item and re-run the check.",{"problem":351,"fix":352},"An employee is missing salary data.","Complete their salary details, then re-run the readiness check.",{"problem":354,"fix":355},"Payroll already finalized.","The run is locked. Finalizing is not a casual undo, so confirm your correction process before finalizing next time.",[357,358,359,360],{"text":94,"to":92},{"text":140,"to":138},{"text":99,"to":97},{"text":103,"to":101},"pay run, payroll processing, the pre-run gate \u002F readiness check.","Form 138 is the current salary-TDS quarterly return. This help centre names the feature and does not state tax rates or thresholds — direct legal questions to a consultant.",{"type":364,"value":365,"toc":979},"minimark",[366,370,374,380,391,407,410,415,420,428,435,439,446,452,456,462,468,472,478,484,488,491,497,501,505,508,514,518,521,527,531,534,540,544,548,554,560,564,570,576,580,583,589,593,599,605,609,615,621,625,631,637,641,647,653,657,661,664,670,674,680,686,690,693,699,703,706,712,716,719,725,729,732,738,742,745,751,755,758,764,768,772,782,788,792,810,816,820,827,833,837,843,849,853,857,863,869,873,876,882,886,890,896,902,906,912,918,922,928,934,938,948,954,957,960,971],[367,368,135],"h1",{"id":369},"run-and-finalize-payroll-processes",[371,372,373],"p",{},"This tutorial explains how to run and finalize a payroll cycle in Ninerole HRMS — from the readiness check through to the bank file your corporate net banking needs.",[375,376],"youtube-embed",{"id":377,"poster":378,"title":379},"QATmhr2qzVA","\u002Fimages\u002Fthumbnails\u002Frun-payroll.jpg","NineRole HRMS | Run & Finalize Payroll Processes",[371,381,382,383,390],{},"Before you start, go to ",[384,385,389],"a",{"href":386,"rel":387},"https:\u002F\u002Fninerole.com",[388],"nofollow","ninerole.com"," and sign in with an account that can process payroll.",[392,393,394],"blockquote",{},[371,395,396,397,400,401,403,404,406],{},"Salary structures and payslip layouts should already be in place. If they are not, set them up first with ",[384,398,399],{"href":92},"Components and templates",", ",[384,402,140],{"href":138}," and ",[384,405,99],{"href":97},".",[408,409],"about-task",{},[411,412,414],"h2",{"id":413},"open-the-payroll-workspace","Open the payroll workspace",[416,417,419],"h3",{"id":418},"_1-access-the-dashboard-overview","1. Access the dashboard overview",[371,421,422,423,427],{},"Click ",[424,425,426],"strong",{},"Dashboard"," for an overview of employee activity and system status.",[371,429,430],{},[431,432],"img",{"alt":433,"src":434},"Access the dashboard overview","\u002Fimages\u002Fguides\u002Frun-payroll\u002F01.png",[416,436,438],{"id":437},"_2-switch-the-work-area","2. Switch the work area",[371,440,441,442,445],{},"Use ",[424,443,444],{},"Switch work area"," at the bottom of the sidebar to reach the other organizational functions.",[371,447,448],{},[431,449],{"alt":450,"src":451},"Switch the work area","\u002Fimages\u002Fguides\u002Frun-payroll\u002F02.png",[416,453,455],{"id":454},"_3-open-administration","3. Open Administration",[371,457,458,459,461],{},"Open the ",[424,460,11],{}," area, where organizational configuration and user roles are managed.",[371,463,464],{},[431,465],{"alt":466,"src":467},"Open Administration","\u002Fimages\u002Fguides\u002Frun-payroll\u002F03.png",[416,469,471],{"id":470},"_4-go-to-the-payroll-module","4. Go to the Payroll module",[371,473,474,475,477],{},"Open ",[424,476,196],{}," to manage employee compensation and the processes around it.",[371,479,480],{},[431,481],{"alt":482,"src":483},"Go to the Payroll module","\u002Fimages\u002Fguides\u002Frun-payroll\u002F04.png",[416,485,487],{"id":486},"_5-view-the-payroll-overview","5. View the payroll overview",[371,489,490],{},"Open the payroll overview to monitor payroll status and recent activity.",[371,492,493],{},[431,494],{"alt":495,"src":496},"View the payroll overview","\u002Fimages\u002Fguides\u002Frun-payroll\u002F05.png",[411,498,500],{"id":499},"run-the-payroll-readiness-check","Run the payroll readiness check",[416,502,504],{"id":503},"_6-start-the-readiness-check","6. Start the readiness check",[371,506,507],{},"Click the payroll readiness check to confirm all the data needed for a payroll run is in place.",[371,509,510],{},[431,511],{"alt":512,"src":513},"Start the readiness check","\u002Fimages\u002Fguides\u002Frun-payroll\u002F06.png",[416,515,517],{"id":516},"_7-review-the-readiness-result","7. Review the readiness result",[371,519,520],{},"Run the check again after fixing anything it flags, so every payroll component is accurate and complete before you continue.",[371,522,523],{},[431,524],{"alt":525,"src":526},"Review the readiness result","\u002Fimages\u002Fguides\u002Frun-payroll\u002F07.png",[416,528,530],{"id":529},"_8-return-to-the-payroll-overview","8. Return to the payroll overview",[371,532,533],{},"Go back to the overview to carry on once readiness is confirmed.",[371,535,536],{},[431,537],{"alt":538,"src":539},"Return to the payroll overview","\u002Fimages\u002Fguides\u002Frun-payroll\u002F08.png",[411,541,543],{"id":542},"create-and-process-a-pay-run","Create and process a pay run",[416,545,547],{"id":546},"_9-open-pay-runs","9. Open Pay Runs",[371,549,458,550,553],{},[424,551,552],{},"Pay Runs"," section to view and manage individual payroll cycles.",[371,555,556],{},[431,557],{"alt":558,"src":559},"Open Pay Runs","\u002Fimages\u002Fguides\u002Frun-payroll\u002F09.png",[416,561,563],{"id":562},"_10-create-a-pay-run","10. Create a pay run",[371,565,422,566,569],{},[424,567,568],{},"Create pay run"," to start a new run for a specific period.",[371,571,572],{},[431,573],{"alt":574,"src":575},"Create a pay run","\u002Fimages\u002Fguides\u002Frun-payroll\u002F10.png",[416,577,579],{"id":578},"_11-set-the-pay-run-period","11. Set the pay run period",[371,581,582],{},"Specify the payroll period the run covers.",[371,584,585],{},[431,586],{"alt":587,"src":588},"Set the pay run period","\u002Fimages\u002Fguides\u002Frun-payroll\u002F11.png",[416,590,592],{"id":591},"_12-show-the-pay-run-steps","12. Show the pay run steps",[371,594,422,595,598],{},[424,596,597],{},"Show steps"," to expand the stages the run moves through, so you can track its progress.",[371,600,601],{},[431,602],{"alt":603,"src":604},"Show the pay run steps","\u002Fimages\u002Fguides\u002Frun-payroll\u002F12.png",[416,606,608],{"id":607},"_13-validate-the-pay-run","13. Validate the pay run",[371,610,422,611,614],{},[424,612,613],{},"Validate"," to check the run's data for problems before anything is calculated.",[371,616,617],{},[431,618],{"alt":619,"src":620},"Validate the pay run","\u002Fimages\u002Fguides\u002Frun-payroll\u002F13.png",[416,622,624],{"id":623},"_14-calculate-the-payroll","14. Calculate the payroll",[371,626,422,627,630],{},[424,628,629],{},"Calculate"," to produce a preview of payment amounts and deductions for review.",[371,632,633],{},[431,634],{"alt":635,"src":636},"Calculate the payroll","\u002Fimages\u002Fguides\u002Frun-payroll\u002F14.png",[416,638,640],{"id":639},"_15-finalize-the-calculation","15. Finalize the calculation",[371,642,422,643,646],{},[424,644,645],{},"Finalize"," to close out the calculation stage and move the run towards payment.",[371,648,649],{},[431,650],{"alt":651,"src":652},"Finalize the calculation","\u002Fimages\u002Fguides\u002Frun-payroll\u002F15.png",[411,654,656],{"id":655},"review-the-finalized-run","Review the finalized run",[416,658,660],{"id":659},"_16-open-the-finalized-pay-run","16. Open the finalized pay run",[371,662,663],{},"Open the run to review the processed payments and payroll summaries.",[371,665,666],{},[431,667],{"alt":668,"src":669},"Open the finalized pay run","\u002Fimages\u002Fguides\u002Frun-payroll\u002F16.png",[416,671,673],{"id":672},"_17-open-all-employees","17. Open all employees",[371,675,422,676,679],{},[424,677,678],{},"All employees"," to see the payment detail behind each individual record.",[371,681,682],{},[431,683],{"alt":684,"src":685},"Open all employees","\u002Fimages\u002Fguides\u002Frun-payroll\u002F17.png",[416,687,689],{"id":688},"_18-check-payment-status","18. Check payment status",[371,691,692],{},"Review the payment status column to see who has been paid and who is still pending.",[371,694,695],{},[431,696],{"alt":697,"src":698},"Check payment status","\u002Fimages\u002Fguides\u002Frun-payroll\u002F18.png",[416,700,702],{"id":701},"_19-search-for-an-employee","19. Search for an employee",[371,704,705],{},"Use the search box to jump straight to one employee's payroll information.",[371,707,708],{},[431,709],{"alt":710,"src":711},"Search for an employee","\u002Fimages\u002Fguides\u002Frun-payroll\u002F19.png",[416,713,715],{"id":714},"_20-export-the-payroll-data","20. Export the payroll data",[371,717,718],{},"Export the data for reporting or for processing outside Ninerole.",[371,720,721],{},[431,722],{"alt":723,"src":724},"Export the payroll data","\u002Fimages\u002Fguides\u002Frun-payroll\u002F20.png",[416,726,728],{"id":727},"_21-view-taxes-and-deductions","21. View taxes and deductions",[371,730,731],{},"Open the taxes and deductions view for the detail of what was withheld in this run.",[371,733,734],{},[431,735],{"alt":736,"src":737},"View taxes and deductions","\u002Fimages\u002Fguides\u002Frun-payroll\u002F21.png",[416,739,741],{"id":740},"_22-open-overall-insights","22. Open overall insights",[371,743,744],{},"Review the overall insights for payroll trends and summary statistics.",[371,746,747],{},[431,748],{"alt":749,"src":750},"Open overall insights","\u002Fimages\u002Fguides\u002Frun-payroll\u002F22.png",[416,752,754],{"id":753},"_23-open-the-employee-summary","23. Open the employee summary",[371,756,757],{},"Open the employee summary for a per-person view of this pay run.",[371,759,760],{},[431,761],{"alt":762,"src":763},"Open the employee summary","\u002Fimages\u002Fguides\u002Frun-payroll\u002F23.png",[411,765,767],{"id":766},"adjust-an-employees-payroll-amount","Adjust an employee's payroll amount",[416,769,771],{"id":770},"_24-open-the-adjustment-dialog","24. Open the adjustment dialog",[371,773,422,774,777,778,781],{},[424,775,776],{},"Adjust"," on an employee's row to open ",[424,779,780],{},"Adjust payroll amount",". Net pay updates immediately and the change appears on the payslip.",[371,783,784],{},[431,785],{"alt":786,"src":787},"Open the adjustment dialog","\u002Fimages\u002Fguides\u002Frun-payroll\u002F24.png",[416,789,791],{"id":790},"_25-set-the-direction-type-and-amount","25. Set the direction, type and amount",[371,793,794,795,798,799,802,803,806,807,406],{},"Choose ",[424,796,797],{},"Deduction (−)"," or ",[424,800,801],{},"Earning (+)",", pick the ",[424,804,805],{},"Type"," — a late-coming penalty in this example — and enter the ",[424,808,809],{},"Amount",[371,811,812],{},[431,813],{"alt":814,"src":815},"Set the direction, type and amount","\u002Fimages\u002Fguides\u002Frun-payroll\u002F25.png",[416,817,819],{"id":818},"_26-correct-the-amount","26. Correct the amount",[371,821,822,823,826],{},"The amount must be greater than 0, so return to the field and enter a valid figure. Add a ",[424,824,825],{},"Reason"," if it helps whoever reviews the payslip later.",[371,828,829],{},[431,830],{"alt":831,"src":832},"Correct the amount","\u002Fimages\u002Fguides\u002Frun-payroll\u002F26.png",[416,834,836],{"id":835},"_27-apply-the-adjustment","27. Apply the adjustment",[371,838,422,839,842],{},[424,840,841],{},"Apply deduction"," to write the change to the payroll record.",[371,844,845],{},[431,846],{"alt":847,"src":848},"Apply the adjustment","\u002Fimages\u002Fguides\u002Frun-payroll\u002F27.png",[411,850,852],{"id":851},"finalize-the-payroll","Finalize the payroll",[416,854,856],{"id":855},"_28-start-payroll-finalization","28. Start payroll finalization",[371,858,422,859,862],{},[424,860,861],{},"Finalize payroll"," to begin closing the run out for payment.",[371,864,865],{},[431,866],{"alt":867,"src":868},"Start payroll finalization","\u002Fimages\u002Fguides\u002Frun-payroll\u002F28.png",[416,870,872],{"id":871},"_29-confirm-the-finalization","29. Confirm the finalization",[371,874,875],{},"Confirm to lock every payment detail and close the pay run.",[371,877,878],{},[431,879],{"alt":880,"src":881},"Confirm the finalization","\u002Fimages\u002Fguides\u002Frun-payroll\u002F29.png",[411,883,885],{"id":884},"salary-holds-and-reports","Salary holds and reports",[416,887,889],{"id":888},"_30-open-salary-holds","30. Open Salary Holds",[371,891,458,892,895],{},[424,893,894],{},"Salary Holds"," section to manage payment holds and exceptions.",[371,897,898],{},[431,899],{"alt":900,"src":901},"Open Salary Holds","\u002Fimages\u002Fguides\u002Frun-payroll\u002F30.png",[416,903,905],{"id":904},"_31-open-reports","31. Open Reports",[371,907,458,908,911],{},[424,909,910],{},"Reports"," tab to generate payroll reports — the monthly earnings register, payroll processing file, bank salary file, PF ECR and Form 138 salary-TDS preparation.",[371,913,914],{},[431,915],{"alt":916,"src":917},"Open Reports","\u002Fimages\u002Fguides\u002Frun-payroll\u002F31.png",[416,919,921],{"id":920},"_32-open-the-bank-salary-file","32. Open the bank salary file",[371,923,458,924,927],{},[424,925,926],{},"Bank salary file"," card. It takes a finalized run and produces a CSV in the format your corporate net banking expects.",[371,929,930],{},[431,931],{"alt":932,"src":933},"Open the bank salary file","\u002Fimages\u002Fguides\u002Frun-payroll\u002F32.png",[416,935,937],{"id":936},"_33-choose-the-format-and-download","33. Choose the format and download",[371,939,940,941,944,945,406],{},"Confirm the pay run, set ",[424,942,943],{},"Format",", then click ",[424,946,947],{},"Download CSV",[371,949,950],{},[431,951],{"alt":952,"src":953},"Choose the format and download","\u002Fimages\u002Fguides\u002Frun-payroll\u002F33.png",[955,956],"hr",{},[371,958,959],{},"The pay run is calculated, adjusted, finalized and exported, and the bank file is ready for upload to your corporate net banking.",[371,961,962,963,966,967,966,969],{},"Related: ",[384,964,965],{"href":101},"Access and review payslips"," · ",[384,968,140],{"href":138},[384,970,99],{"href":97},[371,972,973,974,966,976],{},"Back to ",[384,975,196],{"href":194},[384,977,978],{"href":186},"all modules",{"title":980,"searchDepth":34,"depth":34,"links":981},"",[982,989,994,1003,1013,1019,1023],{"id":413,"depth":34,"text":414,"children":983},[984,985,986,987,988],{"id":418,"depth":22,"text":419},{"id":437,"depth":22,"text":438},{"id":454,"depth":22,"text":455},{"id":470,"depth":22,"text":471},{"id":486,"depth":22,"text":487},{"id":499,"depth":34,"text":500,"children":990},[991,992,993],{"id":503,"depth":22,"text":504},{"id":516,"depth":22,"text":517},{"id":529,"depth":22,"text":530},{"id":542,"depth":34,"text":543,"children":995},[996,997,998,999,1000,1001,1002],{"id":546,"depth":22,"text":547},{"id":562,"depth":22,"text":563},{"id":578,"depth":22,"text":579},{"id":591,"depth":22,"text":592},{"id":607,"depth":22,"text":608},{"id":623,"depth":22,"text":624},{"id":639,"depth":22,"text":640},{"id":655,"depth":34,"text":656,"children":1004},[1005,1006,1007,1008,1009,1010,1011,1012],{"id":659,"depth":22,"text":660},{"id":672,"depth":22,"text":673},{"id":688,"depth":22,"text":689},{"id":701,"depth":22,"text":702},{"id":714,"depth":22,"text":715},{"id":727,"depth":22,"text":728},{"id":740,"depth":22,"text":741},{"id":753,"depth":22,"text":754},{"id":766,"depth":34,"text":767,"children":1014},[1015,1016,1017,1018],{"id":770,"depth":22,"text":771},{"id":790,"depth":22,"text":791},{"id":818,"depth":22,"text":819},{"id":835,"depth":22,"text":836},{"id":851,"depth":34,"text":852,"children":1020},[1021,1022],{"id":855,"depth":22,"text":856},{"id":871,"depth":22,"text":872},{"id":884,"depth":34,"text":885,"children":1024},[1025,1026,1027,1028],{"id":888,"depth":22,"text":889},{"id":904,"depth":22,"text":905},{"id":920,"depth":22,"text":921},{"id":936,"depth":22,"text":937},"md",{},true,{"title":135,"description":280},"guides\u002Frun-payroll","2026-09-07","te9wc3ya_eXa0YgmnyZLHcqo7mF1kzl6Gdkz2TVPzfU",1788936479135]