Payroll & HR Overview
Ballie's Payroll & HR module provides everything you need to manage your workforce—from employee onboarding to monthly salary processing, attendance, overtime, salary advances, tax reporting, and payroll analytics.
Whether you employ 2 people or 2,000 employees, Ballie helps you automate payroll calculations, maintain employee records, generate payslips, and ensure accurate accounting entries.
What You Can Do
The Payroll & HR module allows you to:
- Maintain employee records
- Organize employees into departments and positions
- Configure salary structures
- Track attendance and overtime
- Process monthly payroll
- Generate payslips
- Record salary advances
- Produce payroll reports
- Export bank payment files
- Monitor payroll trends and expenses
- Manage employee announcements
Payroll Dashboard
The Payroll Dashboard provides a quick overview of your workforce and payroll activities.
The dashboard includes:
Employee Summary
Quickly see:
- Total Employees
- Active Employees
- New Employees
Payroll Summary
Monitor payroll information including:
- Current Month Payroll
- Pending Payroll Runs
- Current Payroll Period
- Payroll Status
Recent Payroll Activity
View recently processed payrolls, including:
- Payroll Month
- Processing Date
- Approval Status
- Employee Count
- Gross Payroll Amount
This helps you monitor recent payroll activities without opening payroll history.
Department Summary
See payroll expenses grouped by department.
Examples include:
- Administration
- Production
- Sales
- Human Resources
- Security
- Finance
This helps management understand departmental salary costs.
Monthly Payroll Overview
The payroll chart compares:
- Gross Pay
- Net Pay
over the last twelve months.
You can quickly identify:
- Payroll growth
- Salary trends
- Seasonal changes
- Monthly payroll expenses
The dashboard also displays:
- Average Monthly Gross Salary
- Average Monthly Net Salary
- Total Payroll Year-to-Date
Payroll Actions
Click More on the dashboard to open all Payroll & HR features.
The Payroll Actions panel groups related features together for quick access.
Employee Management
Manage your workforce from one place.
Available features include:
- Add Employee
- View Employees
- Departments
- Positions
- Salary Components
- Shift Management
This section is used to organize your workforce before payroll processing begins.
Payroll Processing
Ballie provides complete payroll processing tools.
Available features include:
- Process Payroll
- Payroll History
- Attendance
- Overtime
- Salary Advances
- Employee Announcements
These tools work together to calculate employee salaries accurately every payroll period.
Payroll Reports
Generate payroll documents and reports including:
- Tax Reports
- Employee Payslips
- Bank Transfer Files
- Payroll Analytics
These reports are useful for management, auditors, accountants, banks, and statutory agencies.
Payroll Workflow
A recommended payroll workflow is:
- Create Departments
- Create Positions
- Configure Salary Components
- Add Employees
- Assign Salary Structure
- Configure Attendance (optional)
- Record Overtime (optional)
- Record Salary Advances (if applicable)
- Process Payroll
- Review Payroll
- Approve Payroll
- Generate Payslips
- Export Bank Transfer File
- Post Payroll to Accounting
- Generate Payroll Reports
Following this sequence ensures payroll is accurate and complete.
Payroll Integration
The Payroll module integrates with several Ballie modules.
Accounting
Processed payroll automatically creates accounting entries, allowing payroll expenses, taxes, pension, and salary liabilities to appear correctly in your financial reports.
Banking
Export payroll bank files or transfer salaries through your supported banking process.
Attendance
Attendance records can automatically affect payroll calculations.
Examples include:
- Absence
- Late arrival
- Overtime
- Shift allowances
Employee Records
Employee information is shared across the Payroll & HR module, reducing duplicate data entry.
Best Practices
To ensure accurate payroll processing:
- Complete employee information before processing payroll.
- Create departments before adding employees.
- Configure salary components before assigning salaries.
- Process attendance before running payroll.
- Review payroll carefully before approval.
- Generate payslips immediately after payroll approval.
- Keep salary advances updated before payroll processing.
- Regularly review payroll reports for accuracy.
Recommended Initial Setup
When using Payroll & HR for the first time, configure your system in this order:
- Payroll Settings
- Departments
- Positions
- Salary Components
- Shifts
- Employees
- Attendance
- Overtime
- Salary Advances
- Process Payroll