1. Navigate to Payroll Module
Go to Payroll → Run Payroll to start the payroll process.
2. Select the Payroll Batch
Choose the desired Payroll Batch.
If no payroll has been run for that batch yet, you'll be prompted to either:
3. Proceed Without Import (if applicable)
If you select Proceed Without Import, a dropdown will display all pay periods from the company's signup date to the current pay period.
Choose the correct Pay Period.
Click Start Payroll (you'll also see: number of employees, drafts, processed counts, working days, etc.)
4. Step-by-Step Payroll Review
Step 4.1 – Compensation & Expenses
Review each employee’s compensation and expenses.
To edit, click the employee name, make changes, then Continue.
Step 4.2 – Time & Attendance
Step 4.3 – IT Declarations
Verify IT declaration submissions.
Click Continue after review.
Step 4.4 – Leave Encashment
Step 4.5 – Missing/Invalid Info
Identify any missing/invalid employee data.
Click Submit at the bottom to complete Step 1.
You can go back to previous steps and update any information before final submission.
5. Review Payroll Summary
Click Resume Payroll to:
Review the full payroll details
Edit data by clicking employee names or the edit icon → update → Save
6. Submit Payroll for Processing
7. Final Review Prompt
You'll see totals for Gross Pay, Net Pay, TDS, Deductions, etc.
Tick the necessary confirmation checkboxes.
Click Proceed again to finalize.
A success message confirms successful submission.
8. Final Submission
Click Continue to complete the payroll process.
9. View Processed Payroll
Navigate back to the Payroll Summary page.
You can now view the processed batch—click on it to see final payroll details
For full details and illustrations, refer to the official SumoPayroll documentation:
https://docs.sumopayroll.com/docs/1.0/payroll-process