Payroll Process – Zeta HRMS

The payroll process in Zeta HRMS is executed using the Run Trial Payroll screen under the Payroll module.

Before proceeding, ensure the following:

  1. No pending request entries are awaiting approval.

  2. All employee salary information is updated for the current month.

    • Any increments, adjustments, or salary changes must be approved prior to running payroll.

Steps to Process Payroll

Step 1: Add Allowances and Deductions

  1. Navigate to Compensation Management → Transactions.

  2. Add allowances (e.g., overtime, commission) and deductions as needed.

  3. Verify loan details from the Loan Management module, if applicable.

Step 2: Save Attendance Data

  1. For unpaid hours:

    • Go to Attendance Management → Activities → Monthly Unpaid Hours.

  2. For overtime hours:

    • Go to Attendance Management → Activities → Import Monthly Overtime.

  3. To review punch in/out details:

    • Navigate to Attendance Management → Activities → Sync Punch Data.

  4. Save monthly attendance:

    • Go to Attendance Management → Transactions → Monthly Attendance.

    • Select the month and year, choose all employees, and click Save.

Step 3: Run Trial Payroll

  1. Navigate to Payroll → Transactions → Run Trial Payroll.

  2. Select the month and year.

  3. Click Load Data to load all employees.

  4. Verify the data.

  5. Select the employees and click Run Trial Payroll (bottom right).

  6. After trial payroll is saved, you can generate:

    • Payslips

    • WPS reports

    • Payroll reports

Post-Payroll Actions

1 Payslip View

  1. Navigate to Payroll → Activities → Payslip Issue.

  2. View payslips for any processed month.

  3. Export payslips to the system or required format if needed.

2 Generating WPS Report

  1. Navigate to Payroll → Activities → Bank Electronic Report after payroll processing.

  2. Select employees.

  3. Choose the WPS format from the dropdown.

  4. Load the data and export the report to Excel or the required format.

3 Generating Payroll Reports

  1. Navigate to Payroll → Reports after payroll processing.

  2. Select Dynamic Payroll Report.

  3. Choose the report type from the dropdown and load the data.

  4. Export the report to Excel or the required format.

✅ Outcome:
Following these steps ensures accurate payroll calculation, proper reporting, and compliance with statutory requirements, while providing payslips and reports for employee and management reference.