Workers lists everyone Payroll pays. When Payroll is connected to HR, people, roles and pay agreements come from HR and are changed there.
Narrow the list with Search (name, role or payroll reference), Status (Active, Starting or Left) and Payroll setup (Ready or Not set up).
A worker's page
- A card for each role, with Pay now, the rate history and the working pattern. Readiness from Training shows on the card when there is any.
- Pay history: every finalised week, with totals. Corrections are shown beside the week they correct.
- Absence from HR: absence that affects pay. Paid absence is not calculated here; it needs a review in the run.
- Payroll setup, and Payslips go to: the sign-in HR linked to this person.
Open in HR opens the same person in HR. Time this week opens their time.
Edit the setup
People who edit workers choose Edit setup and fill in:
- Payroll reference.
- Setup: Not set up or Ready.
- Tax code (demo), NI placeholder and Bank placeholder.
The placeholders are shown only to people who can edit workers, and never travel to another applet. A worker whose setup is not ready is flagged for review when they are paid.
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