You can search for payslip records by specifying various criteria. You can, for example, specify criteria such as period, employee name, amount such as gross pay, net pay or whether the payslip has been finalised. The criteria you can specify are listed later in this topic.
To remove the BIK, you need to first move to the payslip page. However, after you log in to Surf Payroll , there can be the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the payslip page are different in each of the above scenarios. The steps are provided below scenario-wise.
If your business has payrolls not submitted prior the current date, Surf Payroll displays a
message recommending you submit them soon.
After you perform the steps depending on the scenario and move to the payslip page, the steps to search payslip record based on the criteria you specify are common.
- Log in to Surf Payroll.
- The Dashboard page appears. On the left panel, click Payroll>Run Payroll.
- The Run Payroll page appears. On the Run Payroll page, select the required frequency.
- The Run Payroll page displays the periods under the selected frequency. On the Run Payroll page, under the Period column, click the required period.
- The payslip summary of all employees appears. On the payslip summary page, in the search box on the right-hand top corner, enter the search criterion and click
.
You can enter any of the following criterion: Gross Pay, Employee Name, Net Pay or Finalised
Status.
- Log in to Surf Payroll and find the required Business.
- On the Business page, under the Select a Business heading, click the required Business name.
If the chosen Business is more than a year old, then you need to select the tax year
for which you will manage the payroll. - The Employees page appears. On the left panel, click Payroll > Run Payroll.
- The Run Payroll page appears. On the Run Payroll page, select the required frequency.
You can sort columns in the ascending or descending order. To sort, click on the column
name. - The Run Payroll page displays the periods under the selected frequency. On the Run Payroll page, under the Period column, click the required period.
- The payslip summary of all employees appears. On the payslip summary page, in the search box on the right-hand top corner, enter the search criterion and click
You can enter any of the following criterion: Gross Pay, Employee Name, Net Pay or
Finalised Status.
Email Payslip (Bulk/Individual Employees)
You can now share the payslips with the employees via email in bulk or individually, as per the requirement.
To email the payslips to the employees, complete the following steps.
- Log in to Surf Payroll.
- The Dashboard page appears. On the left panel, click Payroll>Run Payroll.
- The Run Payroll page appears. On the Run Payroll page, select the required frequency.
- The Run Payroll page displays the periods under the selected frequency. On the Run Payroll page, under the Period column, click the required period.
- The payslip summary of all employees appears. On the Payslip Summary page, either select the checkbox located at the right side for an individual employee or select the Finalised/Submitted checkbox from the header row to email the payslips in bulk for all the employees.
- Click Email, located at the bottom of the page.
- In the Send Email window, validate the necessary details and click Send. You cannot modify any fields here.
- An information message window appears confirming that the individual/ bulk employees will receive their payslips shared via Email. The current status of the emails sent can be viewed in the Payslip Email tab of the Employee Details section.
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