Set up employee payroll
Every employee is ready for pay calculation, and payroll has its posting accounts in the chart of accounts.
Before you start
- Employees registered in People & Access, see the tutorial Invite employees and users.
- Access to manage payroll. For the account mapping, also access to manage the chart of accounts.
- Employee data: NIK, NPWP, PTKP status, basic salary and bank account.
Steps
Step 1: Open Employee settings
In the sidebar, choose HR, then Payroll, and click Employee settings. On the Employee payroll setup page, click Register or Manage on the employee's row.
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The Employee payroll setup page with the employees and their setup status.
Step 2: Fill in employment and identity
In Employment, make sure Include this employee in payroll is on and fill in the Employment start date. In Tax, fill in the Citizen ID and Citizen Tax ID / NPWP.
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The Employment and Tax sections with start date, Citizen ID and NPWP.
Step 3: Fill in the bank account
In Payment details, fill in the Bank name, Bank beneficiary name and Bank account number. The account can be completed later, but it is required before payment release.
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The Payment details section with bank name, beneficiary name and account number.
Step 4: Fill in salary, tax and BPJS
In Compensation, fill in Effective from, Basic salary, Tax method and PTKP status. Add default allowances if any. The BPJS Kesehatan and BPJS TK rates come prefilled with the standard rates; change them if yours differ.
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The Compensation section with basic salary, tax method, PTKP status and BPJS rates.
Step 5: Complete the setup
Click Complete setup. Click Save draft if the data is not complete yet and you want to continue later.
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The Save draft and Complete setup buttons in the employee payroll setup.
Step 6: Verify the bank account
Once the bank details are saved, open the employee's setup again. Compare the beneficiary name and account number with the bank evidence, then click Verify manually.
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The bank verification section with the Verify manually and Reject bank buttons.
Step 7: Map the payroll accounts
On the Employee payroll setup page, click Payroll accounting mappings. Click Apply defaults, check the accounts for Payroll expense, Payroll payable and Statutory payable, then click Save roles.
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The Payroll COA mapping page with the three core posting roles.
When you are done
- Complete employees are ready to be included in a payroll run.
- A verified bank account can be used when preparing a payment batch.
- Payroll expense, Payroll payable and Statutory payable are mapped, so an approved payroll can be posted.
Common problems
An employee is marked Fix setup
A calculation field is incomplete, such as Missing salary, PTKP pending or Missing effective date. Open the row and complete that field.
A member only uses the app and is not paid
Turn off Include this employee in payroll. They keep normal Finday access, but no payroll, THR, payout or payslip is generated.
The bank account changed
Every bank account change has to be verified again before payment release.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.