How payroll settings and payroll records work

INTENDED SEARCHES: payroll, payroll settings, payroll employee, payroll batch

Use payroll records to manage employee pay information when the payroll module is enabled.

Common payroll areas:

- Payroll settings.

- Payroll employees.

- Payroll batch logs.

- Hours.

- Rate type.

- Bonuses.

- Deductions.

- Overtime.

- Leave.

- Holiday policy.

Important:

Payroll can involve legal, tax, and compliance rules. TabulateCRM can help store and organize payroll-related information, but the business should confirm payroll rules with the correct payroll provider, accountant, or advisor.

Why this matters:

Payroll mistakes are serious. Review employee details, hours, rates, overtime, bonuses, deductions, and leave before running payroll.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.