A payroll profile connects an employee to a payroll calendar and holds the calculation inputs a run needs for that person. Bank and tax details are not entered here — they are read from the employee’s HR record.
Before you start
- You need permission to manage payroll profiles.
- The employee and the payroll calendar must already exist.
- Only the Permanent employment category is enabled in this version; the others are modelled but not yet activated.
Steps
- Open the Payroll workspace and go to the Profiles panel.
- Select the employee (required when creating; fixed afterwards).
- Select the payroll calendar (required when creating; fixed afterwards).
- Optionally choose the Employment category — only Permanent is accepted.
- Optionally set the Pay currency as a three-letter code. If left blank it defaults to the calendar’s base currency.
- Optionally set the Base salary amount (a non-negative number).
- Optionally set the Base salary component code to tie the salary to a specific pay component.
- Optionally choose the Salary basis: Calendar monthly or Annual.
- Save the profile.
[screenshot: Payroll profile form with employee, calendar and salary inputs]
Result
The employee is linked to the calendar with their calculation inputs recorded. When a run is calculated for that calendar’s period, this profile drives their gross-to-net figures. Employee and calendar are fixed once saved — re-keying a profile is not allowed.