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This article details important steps to successfully run the monthly payroll using Personio Payroll. 

Step 1: Review employee data

Correct data is essential for successfully completing the monthly payroll. In the first step, check the employee attributes that have changed in the last month and new employees. The validations stored for many of the attributes will also help you check the attribute

To check that these attribute changes are correct, follow these steps:

1. The task column indicates any warnings and blockers for this employee's attribute. You can also use the task filter to see only tasks with warnings or blockers.
   Example
   An employee forgot to enter the IBAN in the employee profile.
2. In the employee's row, click on the icon in the Task column and review the error. Click on the warning to view and resolve it in the employee profile. The task will then no longer appear in the payroll table.
3. The Changes column displays attribute changes made in the last payroll month.
   Example
   HR management updated an employee's bonus under the Salary tab. The payroll table shows that employee data has been changed. The person responsible for payroll should review the preliminary payslip to verify that the updated bonus is correct.
4. Click on the names of individual employees to review the preliminary payslips in the detail view under Payslips .

Tip
You can download a preview of an employee's payslip as a PDF. You can do this either via the detail view of individual employees in the People tab or in the Documents tab.

Step 2: Approve payroll 

Once you have reviewed any changes in the employee profiles and edited any warnings or blockers, you can approve the payroll for that month. Go to Payroll and click on Approve payroll in the relevant payroll month. Here, you can also select the date on which the employee's payroll will be available in the Documents tab of the employee profile.

Note
Once the payroll has been approved, you can no longer make any changes for that month. If you discover any further errors or changes, these will need to be taken into account in the next payroll period.

Step 3: Social insurance reports

Once payroll has been approved, Personio takes care of reporting the contributions, cancellations and contribution interruptions for the employees to the respective social security providers. You can print the social insurance contribution confirmations from the Compliance tab. You can also retrieve the contribution statements of health insurers under the company documents. More on this in the next step.

Step 4: Retrieve Documents

Once payroll has been approved, the system generates the documents for the current month. For more information about document retrieval and a list of individual documents, read our Overview of the Documents tab.

Employee Documents

After payroll approval, employees can view and download their monthly payslip under My Profile > Documents > Payroll. If you need to make an adjustment for the previous payroll period, enter this and a correction will automatically be triggered in the current payroll and displayed on the document.

Employer documents

After payroll approval, you can access the documents generated in the Documents tab of the payroll.