Prepare school salaries from connected records
At salary time, the accounts team needs employee details, the current salary structure, attendance, and leave information. Collecting these from separate files can make it difficult to explain why a salary amount has changed.
InstiKit uses connected employee, attendance, and salary records to prepare payroll. The accounts team can process the selected period and review the resulting earnings, deductions, contributions, and net salary.
Check salary and attendance inputs
Each employee needs an applicable salary structure. Attendance-based components use the recorded attendance and configured calculation rules, while other components follow their own template settings.
Before processing, staff should check missing attendance, leave decisions, and any salary revision due to take effect. These inputs determine the payroll result.
For example, a teacher's approved leave and a new salary structure should be recorded correctly before the accounts team prepares that month's pay.
Process payroll for employees
InstiKit supports individual payroll processing and bulk processing for the selected employees and date range. Payroll records track processing status so the accounts team can distinguish completed results from records still awaiting processing.
The calculation uses the employee's salary setup, including the supported hourly payroll arrangement where configured. Attendance treatment follows the selected settings and pay head rules.
Prepare teacher and staff payslips
Processed payroll records can be used to generate salary slips individually or in bulk. Payslips present the salary breakdown and attendance summary according to the selected print format.
This gives the school a consistent document to use when an employee asks about earnings or deductions. It also helps the accounts team refer back to the relevant salary period.
Review salary sheets and prepare payment advice
A salary sheet brings employee payroll amounts together for review. It can include earnings, deductions, contributions, net salaries, and totals according to the selected report options.
Payment advice lists processed payroll amounts alongside recorded employee bank details. The school can use this document when preparing salary payments through its banking process.
Generating payment advice prepares the payment information; it does not itself transfer money to employee accounts. The accounts team should check bank details and payroll totals before arranging payment.