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How do I run Payroll?

Purchase the Payroll add-on to run Payroll and generate Payroll receipts for your Employees in your Facturama account. The Payroll add-on allows you to create Groups, assign earnings, deductions and any other corresponding payments.

 

Employees need to be added first before you can run Payroll.

 

 

Run Payroll

Generate payroll receipts for your Employees using the below steps:

  1. Click on Payroll at the top of your account
    Payroll button on dashboard.
  2. Under Select an Employee Group, click on the dropdown and choose a specific Group
    Select group dropdown.
    1. If needed, click on the plus icon to create a new Group and click Save
    2. If needed, click on the pencil icon to edit an existing Group’s name and click Save
  3. For Dates or Days Paid, adjust the Initial Date, Final Date, Number of Days, and Payment Date as needed
    Fields with dates to confirm payroll run.
  4. If needed, click on the See additional options link
    1. Then adjust the Date of Issue and choose between Current Date, 1 Day Before, or 2 Days Before
  5. Then specify the Payroll Description
    Description field for payroll.
  6. Click Save and Continue
  7. In the preview, confirm the details look correct, and if needed, adjust the following:
    1. For the Employer’s information, click on the Modify button to update their Employer's Registry and RFC Number
      Modify button next to employee information.
    2. For the Employee’s salary information, click on the pencil icon next to Description to update details
      Edit button next to description.
    3. For Payroll, click on the pencil icon next to Payroll to update the Employee’s start and end date, number of days and Payroll TypeEdit button next to payroll information.
    4. For Earnings, click on either:
      Edit button next to earnings.
      1. The plus icon to add a new earning entry
      2. The X icon to delete the earning entry
      3. The pencil icon to edit an earning wage entry
    5. For Deductions, click on either:
      Edit button next to deductions.
      1. The plus icon to add a new deduction entry
      2. The X icon to delete the deduction entry
      3. The pencil icon to edit an existing deduction entry
    6. For Other Payments, click on either:
      Edit button next to other payments.
      1. The plus icon to add a new payment entry
      2. The X icon to delete the payment entry
      3. The pencil icon to edit an payment deduction entry
  8. Click on the Next button
  9. Then review the total amounts and click Generate Payroll Group to finish. Payroll Receipts will be generated and emailed to your Employee(s).
    Generate payroll group button.

 

Types of Payroll Data

  • Earnings - Salary, vacation, bonuses, overtime, Sunday premiums, food vouchers, savings, disability support
  • Deductions - Social Security, ISR, absences, unpaid permits, FONACOT (Fund for the Promotion and Guarantee for the Consumption of Workers), INFONAVIT (Social Housing) Credit, personal loans

 

Recent Payslips

In the Recent Payslips section, you can also do the following:
List of recent payslips.

  • Delete - Click on the X icon to delete the payslip
  • Edit - Click on the Edit link to edit the payslip
  • Details - Click on the down chevron icon to view details about the payslip, including the option to update status

 

FAQs

How do I generate a bonus payroll?
To generate a bonus payroll, create a new group and run a new payroll with these steps:

  1. Click on the Catalog section
  2. Then click on the Employees sub-section
  3. Next to Select a Group, click on the + icon
    1. Enter a new title, e.g., Bonus, then click Save
      Group called Bonus.
  4. Next, click on the pencil icon next to an Employee
    1. Then under the Groups dropdown, select your new Group and click Save
    2. Repeat step 4 for each Employee until all Employees have been assigned to your new Group
  5. Next, click on Payroll at the top of your account
  6. Under Select an Employee Group, click on the new Group you created
    Fields with dates of payroll run.
  7. For Dates or Days Paid, adjust the Initial Date, Final Date, Number of Days, and Payment Date as needed
  8. If needed, click on the See additional options link
    1. Then adjust the Date of Issue and choose between Current Date, 1 Day Before, or 2 Days Before
  9. Then specify the Payroll Description
  10. Click Save and Continue
  11. Next, next to Payroll, click on the pencil icon
    1. Then under Payroll Type, select Extraordinary and click Save
      Modify payroll pop-up with extraordinary selected as payroll type.
    2. Repeat step 11 for each Employee as needed
  12. Click on the + icon next to Earnings
    1. Under Kind, select Annual Bonus
      Annual bonus selected in earnings pop-up.
    2. Then add a Description and the Exempt total to pay
    3. Click Save to finish the Earning entry
    4. Repeat step 12 for each Employee as needed
  13. Then click on the Next button
  14. Review the total amounts and click Generate Payroll Group to finish. Payroll Receipts will be generated and emailed to your Employee(s).
    Generate payroll group button.