PAYROLL

Employee Management

The employee record holds personal and contact details. Pay and deductions are entered in a payroll run.

Choose the payroll type

Set the employee’s Payroll Type to Monthly, Fortnightly, Weekly or Director. A new run loads employees with the matching type. If someone is missing from a run, check this setting first.

The type groups employees for runs; it does not decide whether their pay is a fixed salary or an hourly rate. Either is entered through payment lines in the run.

Keep the employee number and contact details consistent. An email address is needed to email their payslips. Banking details are stored for reference; entering them does not arrange a bank transfer.

Record an employee payment

After recording payroll, use Manage & Pay Employees → Pay employee to record the salary payment. Enter the amount actually paid, its date and the account it came from.

For a manual payment, the amount is not automatically filled from the employee’s net pay. Check the payslip and any earlier payments before entering it. If opened during bank reconciliation, the amount and payment details are filled from the statement line instead.

Make the bank payment separately. PiggyZen records it against payroll payable; it does not transfer money. Record each payment once, either directly or through reconciliation, without adding a second expense for wages already recorded by the run.

Find employee records

• Payslips: download or email individual payslips.
• Reconciliation: download a salary reconciliation for a selected date range.
• History: open the employee’s salary statement.