HR & Payroll Overview

The HR & Payroll module covers the full staff compensation and attendance lifecycle — from defining leave entitlements all the way through running monthly payroll and generating reports.

Note

All HR & Payroll features require explicit permissions assigned through Positions. Owners have full access by default. Ask your school owner to grant the relevant permission if a page is not visible to you.

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What’s in this module

Section	What you do here
Leave Types	Define leave categories (e.g. Casual, Sick, Earned), set annual entitlements, and manage per-staff balances for each academic year
Staff Attendance	Mark daily attendance for all active staff (Present, Absent, Half Day, On Leave), finalise a day’s register, and reopen it if corrections are needed
Payroll Attendance	Configure working-day calendar, edit the monthly attendance grid, compute Loss-of-Pay (LOP) totals, and lock a month before running payroll
Salary & Components	Create salary components (earnings and deductions), assign component packages to individual staff, and view a cross-staff salary summary
Payroll Run	Start a monthly payroll run, review and adjust individual entries, lock the run, mark staff as paid, and reopen or delete runs when needed
Payroll Reports	View the payroll dashboard, download the salary register, analyse cost breakdowns by component, and review per-staff payroll history

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Recommended workflow order

Follow this sequence each month for a clean payroll cycle:

1. Set up leave types and balances (once per year, at the start of the academic year).
2. Mark daily staff attendance throughout the month.
3. Lock the payroll-attendance month after the last working day — this freezes the LOP figures.
4. Start a payroll run for that month — the system pulls LOP from the locked attendance.
5. Review and confirm each staff member’s payroll entry.
6. Lock the payroll run — entries become read-only.
7. Mark staff as paid when salaries are disbursed.
8. Export reports for records and compliance.

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Required permissions

Permission	What it unlocks
staff-attendance:view	View the daily staff attendance register
staff-attendance:mark	Record and edit attendance entries
staff-attendance:reopen	Reopen a finalised attendance day
payroll-attendance:view	View monthly attendance grid, LOP summary, and leave balances
payroll-attendance:manage	Edit working-day config, adjust attendance, adjust leave balances, compute LOP
payroll-attendance:lock	Lock or unlock a payroll-attendance month
payroll:view	View salary components, assignments, payroll runs, and reports
payroll:manage	Create/edit components, assign salaries, start/confirm/lock runs, mark paid

Permissions are granted via Settings → Positions. See the Positions & Permissions guide for how to assign them.