Payroll Permissions and Troubleshooting
If the Payroll menu is missing or a button never appears, it is almost always licensing, HRMS not active, or the wrong permission for that step. Your administrator manages these under Settings → Users & roles.
Permissions, in plain language
Ask your administrator to assign payroll rights that match the job:
| Task | Typical permission |
|---|---|
| View dashboard and runs | View Payroll |
| Manage components | Manage Salary Components |
| Manage structures | Manage Salary Structures |
| Assign salaries | Manage Employee Salaries |
| Process periods and runs | Process Payroll |
| Approve runs | Approve Payroll |
| View reports | View Payroll Reports |
HRMS permissions (for example view salary on the employee record) may also apply for sensitive pay data.
Frequently asked questions
No Payroll menu. Confirm the Payroll module is licensed and HR Management is active for the company.
Employee missing from the run. They need a current employee salary, must be active, and must fall inside the period (joined after period end or left before period start excludes them). Check the exclusions panel on the run.
Calculate fails. Save Payroll → Payroll settings at least once before the first run.
Tax is zero. Enable tax calculation, provide valid slab JSON (or load the sample and review it), and confirm taxable components.
Cannot post to accounting. The run must be Approved, GL accounts must be set in Payroll settings, and the Accounting module must be available. See Record payment vouchers for how bank payments work after you mark paid.
Cannot mark paid. The run must be Posted, and you must select a valid bank account.
Cannot close period. Unfinished runs are still in Draft, Calculated, Under Review, or Approved. Finish, cancel, or post them first.
Overtime is zero. Enable overtime in settings, record overtime hours on attendance, and set an overtime rate on the employee salary. Confirm the holiday overtime multiplier when holiday OT should differ from regular.
Loan not deducted. Loan must be Active, Deduct from payroll enabled, and the repayment start date reached.
Email fails. Company email provider must be configured, and the employee needs a work or personal email on their HR record.
Expense reimbursement missing from the run. Expense module active; expense approved, reimbursable, linked to the employee, and not already reimbursed.
Known limitations
- Progressive tax slabs are configurable — confirm rates with a payroll advisor before go-live.
- Currency codes can be stored; automatic FX conversion on GL post is not included.
- Bank payment file is a generic CSV from Posted or Paid runs (country-specific bank formats are not included).
- Certified country statutory filing packs are not shipped yet; sample packs are for pilots only.