Payroll

Payroll reminders are configured on the client record.

Navigate to:

Clients → Open Client → Billing & Services

Enable:

✅ Payroll

You can also configure:

Once saved, DataGrows automatically schedules Payroll Tasks according to your settings.

Employee Numbers & Billing

For firms that bill per payslip or employee processed, DataGrows can assist with billing calculations.

The employee count may be maintained:

Option 1: Client Record

Maintain a stable employee count on the client record.

Best for clients with little staff turnover.

Option 2: Monthly Payroll Task

Adjust the employee count on each payroll task before billing.

Best for clients whose employee counts vary regularly.

The value captured on the Payroll Task is used during automated billing.

The Payroll table helps you track:

✅ Payroll preparation

✅ Payroll completion

✅ Client approval

✅ Payslip delivery

✅ Employee quantities

This creates visibility over the status of every payroll cycle.

Useful Filters

Common saved filters include:

Payroll Run Not Completed

Payroll Run = No

Payroll Completed Awaiting Client Approval

Payroll Run = Yes

Client Approved = No

Due This Week

Due Date = This Week

These filters help identify bottlenecks before deadlines are missed.

✅ Payroll tasks are scheduled automatically.

✅ Employee quantities can be maintained at client or task level.

✅ Payroll quantities can drive automated billing.

✅ Client approval can be tracked.

✅ Filters help identify outstanding work quickly.