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:

    1. Import YTD numbers, or

    2. Proceed without Import

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

  • Review attendance details for each employee.

  • Use Continue to proceed.

Step 4.3 – IT Declarations

  • Verify IT declaration submissions.

  • Click Continue after review. 

Step 4.4 – Leave Encashment

  • Review encashment entries; edit if needed.

  • Continue to the next step.

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

  • Click Submit for Process to lock payroll.

  • In the confirmation prompt, click Proceed.

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.

  • 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