Payroll, role by role

What each person does with pay, from the payslip to the run that closes the period.

I am an employee

My payslip and the loan I start.

I open my payslips

I open my payslips and download the PDF. I see basic pay, overtime, allowances, social insurance, tax, unpaid leave, loans, and the net.

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I ask for a salary loan

I ask for a salary loan with an amount, a number of installments, and a reason. I see whether I am eligible. I cancel while it is still pending.

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I am a line manager

My direct reports.

I approve a salary loan

I approve or reject a salary loan from someone who reports to me.

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I am HR

I follow the payroll runs, and I review the loan requests waiting for me.

I open every payroll run

I open every payroll run, filter it, read each person's line, and export the list. I read the status history.

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I open the organization's payslips

I open payslips across the organization.

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I follow the filings

I follow the wage-file status and the Egypt social-insurance forms for a run.

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I read the payroll reports

I read payroll cost by department and the end-of-service liability.

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I approve any salary loan

I approve or reject any salary loan, and I read the loan history.

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I set the loan rules

I set who approves a loan, the maximum amount, the maximum installments, the minimum service, how many loans can be open, and how many requests a year.

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I am the organization admin

I open the payroll run, and I set the country rules everyone else follows.

I create a pay group

I create a pay group for a country and a currency, assign people to it, and I can turn the group off.

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I set the country rules

I set the rules for that country: tax, social insurance, end-of-service, and overtime. I can turn a rule off.

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I start a payroll run

I start a run for a period. I move it from draft to review, approved, processing, paid, and locked. I can reverse a locked run. I delete a draft.

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I recalculate one line

I recalculate one person's line.

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I generate the payslips

I generate the payslips, and I resend one.

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I build the wage-protection file

I build the wage-protection file for a Saudi, UAE, or Kuwait pay group.

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I build the Egypt social-insurance forms

I build Egypt social-insurance Form 1 and Form 6.

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I send the payroll journal

I send the payroll journal to accounting.

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I set the payroll rules

I choose manual, semi-automatic, or fully automatic approval. Working days are 26, 22, or the actual days. Payslips can be generated, sent, and password-protected on their own. I set the end-of-service and social-insurance accounts.

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