Generate a Payroll for One or All of My Employees

Before running a payroll, you need to make sure that you have configured these correctly. To view a payroll, click on Payrolls > Payrolls. If you wish to create a new one, click on the +Add at the bottom of the list.

Enter the right information on the following fields: 

• Employee;
• Payroll #;
• Payroll date;
• Period start date;
• Period end date;
• Payment date;
• # of first cheque.

Among the options, you will have:

• Immediately send email slips to employees; 
• Do not impute the bank;
• Disregard basic personal exemptions;
• Disregard source deductions;
• Manual payroll;
• Employment terminations.

Then click on Send. 

In this window, you can choose whether the payroll is for all employees or one in particular, the payroll date, the payment date (this will be used for accounting and direct cheques/deposits if applicable), the payroll period, the payroll number (this value is incremented by 1) and the cheque number (ignore this if you don't generate your cheques from Actif).

In the case of direct deposit, the Payment Date represents the time when the transaction will be processed by your financial institution. In other words, if you upload the direct deposit file on Tuesday and the Payment Date is Thursday, your financial institution will deposit the payroll on Thursday. More details on direct deposits here.

There are also three options at the bottom. Do not impute the bank: the payroll transaction will be created, but the payment transaction will not (payroll account to bank account). 

Disregard basic personal exemptions: personal exemptions set up in human resources will be disregarded. 

Disregard payroll deductions: DAS will not be taken into account.

Fill in all this information and then press Send. A window like the one below will appear.

The information in this window is filled in according to the information specified in the human resource file presented. You can modify hours, rates or add other income/deductions from this window; calculations are adjusted for each change. If the payroll is intended for several employees, the option to Skip an employee will be displayed. When the payroll is ready, click on the Save button at the bottom.

Save: confirms the employee's payroll and moves on to the next one. When you have finished, the payroll list will be refreshed and the accounting transactions added to the system.