How do I create a pay run?

Create and run payroll

1. Go to Payroll & benefits > Pay runs.
2. Click New pay run.
3. Enter the period start, period end and payment date. The tax year is set automatically based on the payment date (UK tax year runs 6 April to 5 April).
4. Click Create. The run starts in Draft state.
5. From the detail page, click Calculate. The system reads every active employee's tax code, NI category, pension setup, salary sacrifice, statutory absences and student loans, then produces one line per employee.
6. Calculate is repeatable — you can re-run it as often as you like while the pay run is still in draft. Use this if you spot something wrong; fix the data and re-calculate.
7. Review the totals: Gross, Sacrifice, Taxable, Tax, NI EE/ER, Pension EE/ER, Net.
8. When happy, click Finalise. This locks the run — lines and totals can't be changed from this point.

State flow

A pay run moves through these states:

Draft → Calculated → Finalised → (later) Submitted or Voided

Only Draft and Calculated runs can be voided. Finalised runs require a manual void-and-replace through support if something needs to change.

Once finalised

• Payslip PDFs become available (admin from the run page; employees from My payslips)
• Export to Xero, Sage or BrightPay becomes available
• Year-to-date totals lock in — these are the starting point for the next month's cumulative tax calculation
• HMRC RTI submission (coming) will only operate on finalised runs