Documentation
Home › HR & Payroll › Run Payroll

Run Payroll

Generate monthly payroll with preview and payment tracking.

Steps

  1. Select Month, optionally filter by Branch/Group
  2. Click Generate — see full preview with bank details
  3. Review summary: Total Staff, Gross, Net
  4. Submit for Approval when ready

Individual Payment Tracking

After approval, mark each staff as paid individually:

  • See Bank Name + Account Number next to each person
  • Click Paid after transferring
  • Progress bar shows completion
  • Batch auto-completes when all staff marked paid

Bank Export & Bank Templates

Once payroll is approved, export a bank-ready payment file to upload directly to your bank's corporate portal. On the payroll run, use Bank Schedule (CSV), Excel, or 🏦 Bank Export & Templates.

Formats

  • CSV (.csv) — universal; accepted by virtually every bank portal.
  • Excel (.xlsx) — a true spreadsheet; account numbers keep their leading zeros (NUBANs are never mangled).

Configurable bank templates

Rather than a fixed layout, pick a template that matches your bank's required column order — GTBank, Zenith, Access, UBA, FirstBank, Remita, or a Standard (all-columns) template. Admins can also create custom templates under Bank Export & Templates → Manage Templates, mapping each column to a field (Account Number, Account Name, Bank Code, Net Pay, Narration, Employee ID, Department, Branch, Company…) or a fixed constant, in any order. Adding a new bank is configuration only — never a code change.

Validation before a file is generated

Export is blocked — with a clear list of exactly what to fix — unless every payable employee passes these checks:

  • Payroll status is Approved
  • Employee has a bank selected and an account number
  • Account number is a valid length (NUBAN = 10 digits)
  • Net pay is greater than zero (zero/negative are excluded from the payment file)
  • Employee is active; no duplicate rows or account numbers
  • The file total exactly matches the approved payroll total for the selected scope (no one is silently dropped)

You can filter the export by branch, and every export is written to the audit log (who exported, which template and format, payroll period, and date & time).