Payroll Management

The payroll section helps you to directly inform your customers about their company's payroll obligations.

Create Payroll

To create a new entry in the "Payroll" section, fill in the form that appears by clicking on the "Create" button.

The main fields you need to fill in are:

• Title
• Customer
• Payroll category

If you wish your client to be informed by email about the payroll document you upload to the platform, you must select the option "Send email to user" when creating the entry. When you complete the addition, your client will receive an email notification of the new entry you have made with the option to download the files directly via email.

The entry form is modified depending on the payroll category you choose, so there will be other information you will need to fill in.

Payroll actions

From the Payroll table you can easily search for the payroll you want through the filters and the list ranking.

By clicking on one of the list categories such as "Month", you can change the order in which the Payrolls are displayed.

From the filters you can select a specific customer category or period you want to view.

Sending payroll documents to third parties

In addition to informing your customers, you may be able to send specific payroll documents to third parties. So if someone requests payroll documents from your clients, you can send them directly from within CloudT Pro by following the steps below:

• Select "view" in the document you wish to view
• Press "Select action"
• Select "Send files via email" and press the "▶"
• Fill in the details
• Tap "Perform action"