Creating a pay run

Walk-through

1. Payroll & benefits > Pay runs.
2. Click New pay run.
3. Enter:
   • Period start (e.g. 1 July 2026)
   • Period end (e.g. 31 July 2026)
   • Payment date (e.g. 26 July 2026)
   • Notes — optional context (e.g. "July 2026 monthly")
4. Click Create. The run starts in draft state.
5. From the detail page, click Calculate.
6. Review each employee's line: Basic + Statutory + Sacrifice → Taxable → Tax + NI + Pension → Net.
7. If everything looks right, click Finalise.

Re-calculating

While in draft or calculated state, you can re-calculate as many times as you like — it's idempotent. Use this if you've just changed a tax code, added a sacrifice arrangement, opened a statutory absence, etc.

What the engine considers per employee

• Their active contract at the payment date (basic salary, hours)
• Tax code + cumulative flag (drives PAYE)
• NI category (default A, override for cat C director, M under-21, H apprentice, etc.) + director flag
• Pension enrolment + contribution rates (SS / net_pay / RAS) + qualifying earnings band
• Salary sacrifice arrangements overlapping the payment date
• Statutory absences active in the period (SMP/SSP/etc payments)
• Student loans + plan
• Year-to-date snapshots from prior finalised runs

Voiding

Draft/calculated runs can be voided (no payroll, no payslips). Finalised runs can't — you'd adjust in the next run.