Prerequisites
-
A Payroll Entry (e.g., “August 2025”) must be in Submitted status under
HR > Payroll Entry > Payroll Entry List. -
A payslip print format exists under
Setup > Print Format > Salary Slip. - Each employee’s Work Email field is populated if you plan to email payslips.
Step 1: Open the Submitted Payroll Entry
- Navigate to Payroll Entry List
- Go to
HR > Payroll Entry > Payroll Entry List. - Filter by Status = Submitted and select your period (e.g., “PR-2025-08”).
- Go to
- Open the Entry
- Click the entry name to view the payroll details and confirm all earnings and deductions are correct.
Step 2: Create Payslips in Bulk
- Click “Create Payslips”
- Within the Payroll Entry, click the Create Payslips button (usually in the top toolbar).
- The system will generate a Salary Slip record for each active employee included in that payroll.
- Monitor Progress
- A progress bar appears as payslips are generated.
- Once complete, each employee’s Salary Slip will have Status = Draft initially (unless auto‐submitted).
- Review Generated Payslips (Optional)
- Click View Payslips to open a list of all slips for that period.
- Spot‐check a few payslips by clicking the slug (e.g., “SL-2025-08-EMP1023”) to ensure amounts match the Payroll Entry.
Step 3: Submit and Email Payslips
- Submit Payslips (If Draft)
- In
HR > Salary Slip > Salary Slip List, filter by Status = Draft and Payroll Entry = [Your Period]. - Select all drafts and click Submit to finalize each payslip. Submission locks amounts and marks them ready for distribution.
- In
- Email Payslips to Employees
- Within the Payroll Entry, click Email Payslips.
- Choose an email template (e.g., “Monthly Payslip Notification”).
- Confirm sender address and click Send. The CGIC App emails each employee their PDF payslip.
- Verify Delivery
- Check the Email Queue (under
Setup > Email Queue) for any failed deliveries. - Correct invalid email addresses in employee profiles and resend as needed.
- Check the Email Queue (under