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How Payroll Uses HRMS and Expense Data

Payroll does not store a second employee master. It reads people, time, and (optionally) reimbursements from other modules, then turns that into net pay on the run.

What comes from HRMS

SourceEffect on pay
Daily attendancePresent, absent, half-day, and holiday counts; overtime hours (regular vs. holiday)
Approved leavePaid leave (no deduction) vs. unpaid (per-day deduction if enabled in settings)
Leave policiesDecide which leave types are paid vs. unpaid
Employee bank detailsSnapshot on the run employee record for payment reference and bank file
Joining / last working dateWho is eligible in the period, and proration when enabled

Mark attendance and approve leave before you Calculate for that period. Missing attendance can exclude someone or zero out overtime.

For the HR side of employees, attendance, and leave, start with the HRMS overview.

What comes from Expense

When the Expense module is active, approved reimbursable expenses linked to the employee and not yet reimbursed can be added into the pay run. After the run posts successfully, those expenses are marked reimbursed.

Expense advances that settle against claims are a separate Expense workflow — see the Expense overview. Payroll loans are different again (EMI from salary).

What stays in Payroll

  • Salary components, structures, and employee salary history
  • Payroll settings, periods, and runs
  • Payslips and payroll-only reports
  • Employee loans with payroll deduction

Practical checklist before Calculate

  1. Every eligible employee has a current salary.
  2. Attendance for the period is marked in HRMS.
  3. Leave for the period is approved.
  4. Active loans that should deduct have Deduct from payroll on and a repayment start date that has been reached.
  5. Reimbursable expenses you want in this run are Approved and not already reimbursed.

:::tip Exclusions panel If someone is missing from the run, open the run’s exclusions list first — it usually names the reason (no salary, missing attendance, zero net, join/exit outside the period). :::