Run Payroll
The Run Payroll module in Pletox is used to calculate, generate, review, and finalize employee salaries for a selected payroll month
It consolidates attendance data, earnings, deductions, statutory components, and allowances to generate accurate payroll reports and payslips.
Manual salary calculation is not required during payroll processing.
This ensures accuracy, compliance, and consistency across payroll runs.
This module is permission-based:
Super Admin has complete access to run and manage payroll across companies and locations.
Employees can only view and download their own finalized payslips.
Purpose and Importance
The Run Payroll module helps organizations to:
Process salaries accurately for a selected month
Manage payroll for multiple companies and locations from a single platform
Generate statutory and salary reports for compliance
Control payroll finalization before releasing payslips
Maintain payroll transparency and audit readiness
Superadmin Access :
Superadmin has full access to the Run Payroll module by default.
Superadmin can:
Run payroll for any company, location, or employee
Finalize or revoke payroll
View all payroll reports
Export all payroll reports
Payroll processing and finalization are Superadmin-level actions
Admin Access: How to Grant Payroll Access to an Admin :
To provide payroll access to an Admin, follow the steps below:
Navigation Path: Settings → Organization → Employees → Select Employee → Edit → Permission Tab
Under the Payroll section:
All payroll-related permission toggles are visible
Enable the required permission toggles based on the access you want to grant
After enabling the necessary permissions, click the Save button to apply the changes.
Once saved, the Admin will be able to perform payroll actions as per the permissions granted.
Superadmin can assign Run Payroll and Reports permissions to Admin users.
Admin access is configurable and depends on the permissions granted.
Employee Access:
Employees cannot run payroll.
Even if payroll-related permissions exist, employees are restricted to report-level access only.
Employees can:
View their own payroll reports ( access required )
Download or export their own payslips and salary reports ( access required )
Payroll Processing Workflow:
Step 1: Access Run Payroll
On this screen, the system provides options to process payroll either for:
All employees, or
A specific employee (using Advanced model
Step 2: Select Payroll Month
At the top of the screen, select the Month and Year for which payroll needs to be processed.
This selection determines:
Attendance data considered
Salary components calculation
Statutory deductions for that period
Step 3: Run Payroll
After selecting the month, click on the Run Payroll button.
What Happens Next :
A green progress bar appears on the screen
The bar indicates that payroll is being processed
Once completed, the system displays a message prompting you to Check Result
Step 4: Check Payroll Results
Click on Check Results once payroll processing is complete.
A payroll summary table is displayed for the selected month.
Payroll Summary Table Details:
The generated payroll table shows:
Month & Year – Payroll period
Total Employees Count – Number of employees included
Total Basic Salary Amount – Combined basic salary
Total Net Paid Salary Amount – Final payable salary
Each payroll initially appears with a Draft status.
Advanced Payroll (Specific Employee Payroll):
An Advanced Toggle is available at the top of the screen.
When Advanced Toggle is Enabled:
Additional fields appear:
Choose Month Choose Employee
Payroll can be run for a specific employee only
Useful for: Salary corrections
New joiners
Re-processing individual payrolls
Once selected, click Run Payroll to process payroll for that employee.
Payroll Finalisation :
At the top of the payroll summary, the Finalize button is available.
Finalise Button Usage
Clicking Finalise confirms payroll for the selected month
Payslips become available to employees in their profile section in payslips
Payroll status changes from Draft to Finalised
After finalization:
The Finalise button changes state
A Revoke button appears beside it
Revoke Payroll
The Revoke button is used to:
Roll back the payroll process
Undo payroll finalization
Allow corrections and reprocessing
This option gives Super Admin full control over payroll accuracy before salary disbursement.
Payroll Reports Section:
Once payroll is generated, the following five reports are available:
Salary Report
PF (Provident Fund) Report
ESIC Report
PT (Professional Tax) Report
OT (Overtime) Report
Each report includes a View option to open detailed data.
Salary Report:
Salary Report – Filters:
The Salary Report includes advanced filtering options.
Filters available:
Month
Employee
Location
Department
Group
Category
Contractor
Action Buttons:
Filter – Applies selected filters
Clear – Clears all applied filters
A Filter button is also available at the top to apply all filters at once.
Export Salary Reports:
The Export option allows downloading salary data in multiple formats:
Excel Salary Report
PDF Salary Report
PDF Payslips
This helps in payroll sharing, auditing, and record keeping.
Salary Template Selection :
In the Salary Report and PF Report, the system provides a Salary Template dropdown at the top of the report.
Users can switch between different salary templates using this dropdown.
The report data updates automatically based on the selected salary template.
This helps in viewing payroll data accurately for employees who are assigned to different salary structures.
Salary Report Columns:
Salary Report – Overview
The Salary Report provides a detailed summary of employee salary data for a selected payroll period. It helps administrators review, verify, and manage payroll information before and after salary processing.
Once payroll is generated, the salary Report Button are displayed in a payroll table after click on that view button visible, button opens the detailed Salary Report for the employee.
The Salary Report contains detailed payroll components, including:
Serial Number
Employee ID
Staff Member Name
Absent Days
Present Days
Paid Days
Ad-hoc Days
Weekly Offs
Holidays
Basic Salary
HRA
Special Allowances
Overtime Salary
Overtime Bonus
Incentives
Total Salary
EPF Salary
ESIC Salary
PT Amount
TDS Deduction
Standard Deduction (STA)
Hold Amount
Net Salary
Other applicable salary components
PF Report (Provident Fund Report)
The PF Report provides a detailed view of Provident Fund–related salary components for employees for a selected payroll month. This report is primarily used for statutory compliance, audits
Accessing the PF Report
Generate or open a payroll for the required month.
From the Reports section, click on PF Report.
Click View to open the detailed PF report.
PF Report Filters:
To refine the PF data, multiple filters are available at the top of the report.
Available Filters:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
These filters help in viewing PF data for a specific employee group, department, location, or employment category.
Filter Actions :
Two action buttons are available:
Filter Applies all the selected filter criteria and displays the filtered PF data.
Clear Clears all applied filters and resets the report to its default view.
Export PF Report:
An Export button is available at the top of the PF report.
Export Options:
Excel – Download the PF report in Excel format
PDF – Download the PF report in PDF format
Users can select the required format based on reporting or compliance needs.
PF Report Columns :
The PF Report displays the following columns for each employee:
Staff Member
PF Account Number
UAN Number
Gross Salary
Basic and DA Salary
F.P.(Financial Performance)
Employer PF Contribution
Total PF (12%)
Each column shows the exact PF-related amount calculated for the employee for the selected payroll month.
ESIC Report :
The ESIC Report provides a detailed view of Employee State Insurance (ESI)–related salary and contribution data for eligible employees. This report helps organizations ensure statutory compliance and simplifies reporting for audits and government filings.
Accessing the ESIC Report :
Generate or open generated payroll for the required month.
From the list of available reports, select ESIC Report.
Click View to open the ESIC report.
Filters Available in ESIC Report:
The ESIC report provides multiple filters to narrow down the data:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are available:
Filter – Applies all the selected filters and displays the filtered data.
Clear – Clears all selected filters and resets the report view.
These filters help administrators quickly locate ESIC data for specific employees, departments, locations, or compliance needs.
ESIC Report Columns :
The ESIC report displays the following information for each employee:
Staff Member
Present Days
Absent Days
Gross Salary
Employee ESIC Share
These columns provide a clear breakdown of attendance, salary, and ESIC contribution details for each eligible employee.
Export ESIC Report:
At the top of the ESIC report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows the ESIC report to be downloaded for statutory submission, internal audits, record-keeping, or sharing with consultants.
Professional Tax (PT) Report:
The Professional Tax (PT) Report provides a detailed summary of professional tax deductions applied to employees based on applicable state regulations. This report helps organizations ensure statutory compliance and maintain accurate payroll records.
Accessing the PT Report:
Generate or open the generated payroll for the required month.
From the list of available reports, select PT Report.
Click View to open the Professional Tax report.
Filters Available in PT Report
The PT report provides multiple filters to refine the data:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are available:
Filter – Applies all selected filters and displays the filtered results.
Clear – Clears all applied filters and resets the report view.
These filters help in quickly identifying professional tax deductions for specific employees or organizational units.
PT Report Columns:
The Professional Tax report displays the following columns:
Staff Member
Gender
Gross Salary
PT Value
These columns provide a clear view of the employee’s salary details and the professional tax amount deducted.
Export PT Report:
At the top of the PT report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows the report to be downloaded for statutory filing, internal audits, payroll verification, and record-keeping.
Overtime (OT) Report:
The Overtime (OT) Report provides a detailed view of overtime worked by employees and the corresponding compensation calculated during payroll processing. This report helps organizations track additional working hours, ensure fair payment, and maintain payroll accuracy.
Accessing the OT Report
Generate payroll for the required month.
From the available reports list, select OT Report.
Click View to open the overtime report.
Filters Available in OT Report :
The OT report allows filtering of overtime data using the following options:
Start Date
End Date
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are provided:
Filter – Applies all selected filters and displays the filtered overtime data.
Clear – Clears all applied filters and resets the report view.
These filters help in reviewing overtime records for specific employees, departments, shifts, or time periods.
OT Report Columns:
The Overtime report displays the following columns
Staff Member – Name of the employee who worked overtime
Overtime Hours – Total number of overtime hours worked by the employee
Per Hour Salary (Rs.) – Hourly overtime rate applicable to the employee
Extra Salary (Rs.) – Total overtime amount payable, calculated based on overtime hours and per-hour salary
Export OT Report:
At the top of the OT report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows organizations to download overtime data for payroll verification, audits, and record-keeping.
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