How to setup your Payroll - Revision history

Sylvain: Payroll pages in French

2026-09-18T22:50:19Z

Payroll pages in French

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	{{DISPLAYTITLE:How to Setup Your Payroll}}		{{DISPLAYTITLE:How to Setup Your Payroll}}
			{{Langbar\|en=How to setup your Payroll\|fr=How to setup your Payroll/fr}}
	'''A general guide to setting up and running a company in the Solace Payroll application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''		'''A general guide to setting up and running a company in the Solace Payroll application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''

Sylvain: Remove duplicate TOC numbering

2026-09-15T21:07:24Z

Remove duplicate TOC numbering

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	== 1. Purpose and Scope ==		== Purpose and Scope ==
	This guide walks a new user through everything that has to be configured '''before''' the first payslip can be produced, then through the routine steps of running a pay period. It is written for whoever administers the payroll — not a developer — and assumes the application is already installed and a database connection is available.		This guide walks a new user through everything that has to be configured '''before''' the first payslip can be produced, then through the routine steps of running a pay period. It is written for whoever administers the payroll — not a developer — and assumes the application is already installed and a database connection is available.

	The setup order matters: reference lists (departments, pay points, employee classes) must exist before employees can be captured against them, and earnings/deductions must be configured per employee class before an employee in that class can be paid correctly.		The setup order matters: reference lists (departments, pay points, employee classes) must exist before employees can be captured against them, and earnings/deductions must be configured per employee class before an employee in that class can be paid correctly.

	== 2. Before You Start: Creating a Company ==		== Before You Start: Creating a Company ==
	Everything in Solace Payroll — employees, earnings, deductions, pay runs — belongs to a '''company'''. The '''Create Company''' screen offers three starting points:		Everything in Solace Payroll — employees, earnings, deductions, pay runs — belongs to a '''company'''. The '''Create Company''' screen offers three starting points:

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	Each company is a separate database (see §9 in [[#9. Adding Employees\|Adding Employees]] and §13 [[#~~13.~~ Backup, Restore and Housekeeping\|Backup, Restore and Housekeeping]] for how companies map to backups). Give it a clear ''Database Name'' and ''Display Name'' when prompted — the display name is what appears in the ''Company:'' field on the main desktop, so make it recognisable if you run more than one company from the same installation.		Each company is a separate database (see §9 in [[#Adding Employees\|Adding Employees]] and §13 [[#Backup, Restore and Housekeeping\|Backup, Restore and Housekeeping]] for how companies map to backups). Give it a clear ''Database Name'' and ''Display Name'' when prompted — the display name is what appears in the ''Company:'' field on the main desktop, so make it recognisable if you run more than one company from the same installation.

	== 3. Company Parameters (Company Settings) ==		== Company Parameters (Company Settings) ==
	Once inside a company, go to '''Control Panel → Company Parameters'''. This is the single screen that holds the company-wide configuration, organised in tabs:		Once inside a company, go to '''Control Panel → Company Parameters'''. This is the single screen that holds the company-wide configuration, organised in tabs:

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	== 4. Control Panel Reference Lists ==		== Control Panel Reference Lists ==
	Before employees can be captured, the lookup lists they're assigned to must exist. These all use the same simple add/edit/list pattern (a code, a description, and an ''Active'' flag):		Before employees can be captured, the lookup lists they're assigned to must exist. These all use the same simple add/edit/list pattern (a code, a description, and an ''Active'' flag):

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	Set these up first, even with a minimal list — you can always add more later, but an employee cannot be saved without a valid class, and earnings/deductions cannot be configured without a class to attach them to.		Set these up first, even with a minimal list — you can always add more later, but an employee cannot be saved without a valid class, and earnings/deductions cannot be configured without a class to attach them to.

	== 5. Setting Up Earnings ==		== Setting Up Earnings ==
	Go to '''Control Panel → Earnings''' (also reachable as ''Class Earnings''). Earnings are configured '''per Employee Class''' — select the class from the ''Employee Class'' selector at the top of the screen, then add or edit its earning lines.		Go to '''Control Panel → Earnings''' (also reachable as ''Class Earnings''). Earnings are configured '''per Employee Class''' — select the class from the ''Employee Class'' selector at the top of the screen, then add or edit its earning lines.

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	The '''Tools''' menu on this screen (''Copy From…'', ''Copy To…'', ''Import From File'', ''Move Up/Down'') lets you copy a fully configured set of earnings from one class to another instead of re-typing it, and reorder how earnings appear on the payslip.		The '''Tools''' menu on this screen (''Copy From…'', ''Copy To…'', ''Import From File'', ''Move Up/Down'') lets you copy a fully configured set of earnings from one class to another instead of re-typing it, and reorder how earnings appear on the payslip.

	== 6. Setting Up Deductions ==		== Setting Up Deductions ==
	'''Control Panel → Deductions''' works the same way — per Employee Class, with the same Tools menu — but each deduction line has more structure, because a statutory deduction usually has both an employee-paid side and an employer-paid side:		'''Control Panel → Deductions''' works the same way — per Employee Class, with the same Tools menu — but each deduction line has more structure, because a statutory deduction usually has both an employee-paid side and an employer-paid side:

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	== 7. Tax Tables ==		== Tax Tables ==
	Income-tax withholding is calculated from a bracket table (a set of income bands, each with a rate and a cumulative tax amount) plus a parameters record (rebates, age-based thresholds, and similar country-specific settings). These live behind '''Company Parameters → Tax Tables''', with two options:		Income-tax withholding is calculated from a bracket table (a set of income bands, each with a rate and a cumulative tax amount) plus a parameters record (rebates, age-based thresholds, and similar country-specific settings). These live behind '''Company Parameters → Tax Tables''', with two options:

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	If your country's tax mechanics aren't fully covered by an available table (a relief or a cap that the standard calculation doesn't support), the bracket table itself can still be entered so the correct rates and thresholds apply; anything the calculation genuinely can't express is a development item, not a configuration one — note it for follow-up rather than trying to force it through the data.		If your country's tax mechanics aren't fully covered by an available table (a relief or a cap that the standard calculation doesn't support), the bracket table itself can still be entered so the correct rates and thresholds apply; anything the calculation genuinely can't express is a development item, not a configuration one — note it for follow-up rather than trying to force it through the data.

	== 8. Adding Employees ==		== Adding Employees ==
	'''Employee → Employee''' opens the employee list; use ''Add'' to capture a new employee, or ''Import From File'' to bring in a batch from a spreadsheet. Top-level fields are Code, Name, Surname, Region, Department, Active and Pay Class (see §4); the ''Details'' area is organised in tabs:		'''Employee → Employee''' opens the employee list; use ''Add'' to capture a new employee, or ''Import From File'' to bring in a batch from a spreadsheet. Top-level fields are Code, Name, Surname, Region, Department, Active and Pay Class (see §4); the ''Details'' area is organised in tabs:

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	Because Earnings and Deductions are pre-populated from the employee's class, getting §5/§6 right for each class first means most employees need only their individual amounts (base salary, personal allowances) entered when they're added — not the whole earning/deduction structure retyped from scratch.		Because Earnings and Deductions are pre-populated from the employee's class, getting §5/§6 right for each class first means most employees need only their individual amounts (base salary, personal allowances) entered when they're added — not the whole earning/deduction structure retyped from scratch.

	== 9. Running a Pay Run ==		== Running a Pay Run ==
	Running payroll for a period is a two-step process:		Running payroll for a period is a two-step process:

	=== ~~9.1~~ Create the pay run ===		=== Create the pay run ===
	'''New Payrun''' (reached from the process-payslips area) asks for:		'''New Payrun''' (reached from the process-payslips area) asks for:
	{\| class="wikitable"		{\| class="wikitable"
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	\|}		\|}

	=== ~~9.2~~ Process Payslips ===		=== Process Payslips ===
	Open '''Process Payslips''' for the run to review and finalise each employee's pay. The screen is organised as:		Open '''Process Payslips''' for the run to review and finalise each employee's pay. The screen is organised as:
	* '''Earnings''' / '''Deductions''' / '''Leaves''' / '''Messages''' tabs — edit individual lines for the selected employee before finalising.		* '''Earnings''' / '''Deductions''' / '''Leaves''' / '''Messages''' tabs — edit individual lines for the selected employee before finalising.
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	Review the summary totals against expectations before finalising — this is the point to catch a missing earning line, a wrong class assignment, or an unconfigured deduction, before payslips are printed.		Review the summary totals against expectations before finalising — this is the point to catch a missing earning line, a wrong class assignment, or an unconfigured deduction, before payslips are printed.

	== ~~10.~~ Payslips and Reports ==		== Payslips and Reports ==
	Once a run is processed, use '''Pay Slip''' to print or export individual payslips, and the '''Reports''' menu for period and company-wide reporting (earnings and deductions detail, and other configured report types). '''Period Summary''' gives a consolidated view of a completed period, useful for reconciling totals before filing any statutory returns.		Once a run is processed, use '''Pay Slip''' to print or export individual payslips, and the '''Reports''' menu for period and company-wide reporting (earnings and deductions detail, and other configured report types). '''Period Summary''' gives a consolidated view of a completed period, useful for reconciling totals before filing any statutory returns.

	== ~~11.~~ Backup, Restore and Housekeeping ==		== Backup, Restore and Housekeeping ==
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-
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	\|}		\|}

	== ~~12.~~ First-Time Setup Checklist ==		== First-Time Setup Checklist ==
	# Create the company (§2) — Empty, Copy, or Example.		# Create the company (§2) — Empty, Copy, or Example.
	# Complete Company Parameters: Company Info, Registration, System, Currency (§3).		# Complete Company Parameters: Company Info, Registration, System, Currency (§3).
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	# Check the summary totals, then print payslips and run reports (§10).		# Check the summary totals, then print payslips and run reports (§10).

	== ~~13.~~ Glossary ==		== Glossary ==
	{\| class="wikitable"		{\| class="wikitable"
	\|-		\|-

Sylvain at 21:41, 2 September 2026

2026-09-02T21:41:16Z

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	<div style="background:#f2e6c9;border:1px solid #b8860b;padding:10px 14px;margin:10px 0;">		<div style="background:#f2e6c9;border:1px solid #b8860b;padding:10px 14px;margin:10px 0;">
	'''Scope.''' This guide follows the menus of ''Payroll Desktop → Control Panel'' as they exist in the current ~~build (<code>solacepay.lpr</code>)~~. Screen names quoted below (e.g. “Company Parameters”, “Class Earnings”) are the exact menu captions, so you can follow along inside the application.		'''Scope.''' This guide follows the menus of ''Payroll Desktop → Control Panel'' as they exist in the current version of the application. Screen names quoted below (e.g. “Company Parameters”, “Class Earnings”) are the exact menu captions, so you can follow along inside the application.
	</div>		</div>

Sylvain at 21:37, 2 September 2026

2026-09-02T21:37:06Z

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	'''A general guide to setting up and running a company in the Solace Payroll application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''		'''A general guide to setting up and running a company in the Solace Payroll application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''

	This article covers the application generically, for any country. For the Democratic Republic of Congo-specific rates and calculations, see ~~the~~ [[Payroll ~~Processing in the Democratic Republic of Congo~~]] ~~guide~~ instead — that article assumes the setup steps here are already done.		This article covers the application generically, for any country. For the Democratic Republic of Congo-specific rates and calculations, see [[RDC Payroll]] instead — that article assumes the setup steps here are already done.

	__TOC__		__TOC__

Sylvain at 21:32, 2 September 2026

2026-09-02T21:32:08Z

← Older revision		Revision as of 21:32, 2 September 2026
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	{{DISPLAYTITLE:How to Setup Your Payroll}}		{{DISPLAYTITLE:How to Setup Your Payroll}}
	'''A general guide to setting up and running a company in the Solace Payroll ~~(Lazarus)~~ application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''		'''A general guide to setting up and running a company in the Solace Payroll application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''

	This article covers the application generically, for any country. For the Democratic Republic of Congo-specific rates and calculations, see the [[Payroll Processing in the Democratic Republic of Congo]] guide instead — that article assumes the setup steps here are already done.		This article covers the application generically, for any country. For the Democratic Republic of Congo-specific rates and calculations, see the [[Payroll Processing in the Democratic Republic of Congo]] guide instead — that article assumes the setup steps here are already done.

Sylvain: Created page with "{{DISPLAYTITLE:How to Setup Your Payroll}} '''A general guide to setting up and running a company in the Solace Payroll (Lazarus) application — company creation, referen..."

2026-09-02T21:30:58Z

Created page with "{{DISPLAYTITLE:How to Setup Your Payroll}} '''A general guide to setting up and running a company in the Solace Payroll (Lazarus) application — company creation, referen..."

New page

{{DISPLAYTITLE:How to Setup Your Payroll}}
'''A general guide to setting up and running a company in the Solace Payroll (Lazarus) application — company creation, reference lists, earnings/deductions, tax tables, employees, and processing a pay run.'''

This article covers the application generically, for any country. For the Democratic Republic of Congo-specific rates and calculations, see the [[Payroll Processing in the Democratic Republic of Congo]] guide instead — that article assumes the setup steps here are already done.

__TOC__

<div style="background:#f2e6c9;border:1px solid #b8860b;padding:10px 14px;margin:10px 0;">
'''Scope.''' This guide follows the menus of ''Payroll Desktop → Control Panel'' as they exist in the current build (<code>solacepay.lpr</code>). Screen names quoted below (e.g. “Company Parameters”, “Class Earnings”) are the exact menu captions, so you can follow along inside the application.
</div>

== 1. Purpose and Scope ==
This guide walks a new user through everything that has to be configured '''before''' the first payslip can be produced, then through the routine steps of running a pay period. It is written for whoever administers the payroll — not a developer — and assumes the application is already installed and a database connection is available.

The setup order matters: reference lists (departments, pay points, employee classes) must exist before employees can be captured against them, and earnings/deductions must be configured per employee class before an employee in that class can be paid correctly.

== 2. Before You Start: Creating a Company ==
Everything in Solace Payroll — employees, earnings, deductions, pay runs — belongs to a '''company'''. The '''Create Company''' screen offers three starting points:

{| class="wikitable"
|-
! Method !! What it does !! When to use it
|-
| '''Create Empty Company''' || Sets up a new, blank company database with no employees, earnings or deductions configured. || A genuinely new payroll, e.g. a new client or a new country of operation.
|-
| '''Copy Current Company''' || Duplicates the company you currently have open, including its reference lists, employee classes, earnings and deductions. || Setting up a second branch/entity that should start from the same configuration (e.g. copying a validated setup before customising it for a new country).
|-
| '''Install Example Company''' || Loads a pre-built demo company with sample data. || Learning the application, or testing report layouts, without risking real data.
|}

Each company is a separate database (see §9 in [[#9. Adding Employees|Adding Employees]] and §13 [[#13. Backup, Restore and Housekeeping|Backup, Restore and Housekeeping]] for how companies map to backups). Give it a clear ''Database Name'' and ''Display Name'' when prompted — the display name is what appears in the ''Company:'' field on the main desktop, so make it recognisable if you run more than one company from the same installation.

== 3. Company Parameters (Company Settings) ==
Once inside a company, go to '''Control Panel → Company Parameters'''. This is the single screen that holds the company-wide configuration, organised in tabs:

{| class="wikitable"
|-
! Tab !! What you set here
|-
| '''Company Info''' || Company name, postal and physical address, country, telephone/fax/mobile, email and web address — these print on payslips and reports.
|-
| '''Registration''' || Business Registration number, Tax Registration number, UIF (or equivalent statutory) Registration number.
|-
| '''Tax Tables''' || Download or purchase the official tax bracket tables for your country/tax year (see §8).
|-
| '''System''' || Amount format (decimal symbol, decimal digits, grouping symbol, currency symbol), date format, and the number of decimal digits used when rounding net pay.
|-
| '''Currency''' || Home currency symbol, and whether to enable multi-currency (needed if you pay some employees in a currency other than the home currency — see the exchange-rate note in §10).
|}

<div style="background:#f2e6c9;border:1px solid #b8860b;padding:10px 14px;margin:10px 0;">
'''Do this first.''' Set the Company Info, Registration and System/Currency tabs before capturing any employees — the amount and date formats in particular affect how every screen afterwards displays and accepts numbers.
</div>

== 4. Control Panel Reference Lists ==
Before employees can be captured, the lookup lists they're assigned to must exist. These all use the same simple add/edit/list pattern (a code, a description, and an ''Active'' flag):

{| class="wikitable"
|-
! Menu item !! Purpose !! Used on the employee record as
|-
| '''Departments''' || The organisational department/section an employee belongs to. || Department
|-
| '''Regions''' || Geographic or reporting region. || Region
|-
| '''Paypoints''' || Where/how an employee's pay is collected or processed (branch, site, cashier point). || Paypoint
|-
| '''Posts Description''' || Job titles / position descriptions. || Job/Position → Title, Description
|-
| '''Pay Methods''' || How an employee is paid (e.g. bank transfer, cash, cheque). || Payment Method
|-
| '''Employee Classes''' || The pay-scale/category grouping that drives which earnings and deductions apply (see §5–6). || Pay Class
|}

Set these up first, even with a minimal list — you can always add more later, but an employee cannot be saved without a valid class, and earnings/deductions cannot be configured without a class to attach them to.

== 5. Setting Up Earnings ==
Go to '''Control Panel → Earnings''' (also reachable as ''Class Earnings''). Earnings are configured '''per Employee Class''' — select the class from the ''Employee Class'' selector at the top of the screen, then add or edit its earning lines.

{| class="wikitable"
|-
! Field !! Meaning
|-
| Name / Payslip Description || Internal name and the wording that prints on the payslip.
|-
| Source || Whether the amount is entered manually, calculated (rate × units), or derived from another value.
|-
| Amount || The default rate or amount for this earning in this class (can usually be overridden per employee).
|-
| Date Start / Date End / Active || Controls when this earning line is available — useful for a temporary allowance or a rate that changes on a known date.
|-
| Tax Details → Income Type || How this earning is treated for tax purposes.
|-
| Tax Details → Basic Income || Whether this earning counts as basic/pensionable income.
|-
| Tax Details → Taxable portion || What percentage of the amount is subject to tax/statutory contributions (0% for a fully exempt allowance, 100% for fully taxable pay).
|-
| Transaction Type || Links the earning to a transaction-type code, used by the reporting and general-ledger side of the system.
|-
| Accounting → Ledger Account || The GL account this earning posts to, if the company uses the accounting integration.
|}

The '''Tools''' menu on this screen (''Copy From…'', ''Copy To…'', ''Import From File'', ''Move Up/Down'') lets you copy a fully configured set of earnings from one class to another instead of re-typing it, and reorder how earnings appear on the payslip.

== 6. Setting Up Deductions ==
'''Control Panel → Deductions''' works the same way — per Employee Class, with the same Tools menu — but each deduction line has more structure, because a statutory deduction usually has both an employee-paid side and an employer-paid side:

{| class="wikitable"
|-
! Section !! Fields !! Notes
|-
| '''Employee Contribution''' || Source, Amount, Tax Details (Tax Type, Amount), Maximum Limit (Apply, Amount) || What is actually deducted from the employee's pay.
|-
| '''Employer Contribution''' || Source, Amount, Tax Details (Tax Type, Amount), Maximum Limit (Apply, Amount) || An employer-only cost with no equivalent deduction on the employee's payslip — use this for a levy the employer pays but the employee never sees deducted.
|-
| '''Other Contribution''' || Contribution, Apply, Taxable Portion || A secondary contribution some statutory schemes require alongside the main employee/employer split.
|-
| '''Accounting''' || Ledger Account || The GL account this deduction posts to.
|}

A social-security-style contribution (an employee percentage plus a different employer percentage of the same base) is configured as one deduction line with both the Employee Contribution and Employer Contribution sections filled in. A purely employer-funded levy (a training levy or an employment fund contribution, for example) is configured with '''only''' the Employer Contribution section filled in and the Employee Contribution amount left at zero, so nothing is withheld from the payslip but the cost is still recorded.

<div style="background:#f2e6c9;border:1px solid #b8860b;padding:10px 14px;margin:10px 0;">
'''Maximum Limit.''' If a contribution is only payable up to a ceiling (a monthly or annual cap on a social-security contribution, for example), tick ''Apply'' under Maximum Limit and enter the ceiling amount — the system will stop deducting once the cap is reached rather than requiring you to track it by hand.
</div>

== 7. Tax Tables ==
Income-tax withholding is calculated from a bracket table (a set of income bands, each with a rate and a cumulative tax amount) plus a parameters record (rebates, age-based thresholds, and similar country-specific settings). These live behind '''Company Parameters → Tax Tables''', with two options:

* '''Download Tax Tables''' — pulls the current official bracket table for a supported tax year/country.
* '''Purchase Tax Tables''' — for tax tables that require a separate purchase/licence.

If your country's tax mechanics aren't fully covered by an available table (a relief or a cap that the standard calculation doesn't support), the bracket table itself can still be entered so the correct rates and thresholds apply; anything the calculation genuinely can't express is a development item, not a configuration one — note it for follow-up rather than trying to force it through the data.

== 8. Adding Employees ==
'''Employee → Employee''' opens the employee list; use ''Add'' to capture a new employee, or ''Import From File'' to bring in a batch from a spreadsheet. Top-level fields are Code, Name, Surname, Region, Department, Active and Pay Class (see §4); the ''Details'' area is organised in tabs:

{| class="wikitable"
|-
! Tab !! Captures
|-
| '''Personal''' || ID number, gender, birth date, number of dependants, marital status, spouse name.
|-
| '''General''' || Start date, end date, pay frequency, paypoint, payment method, contract details.
|-
| '''Address/Contact''' || Physical address; telephone, cell numbers, email; banking details (bank name, branch, account number).
|-
| '''Job/Position''' || Job title and description.
|-
| '''RS Details''' || Tax reference number and other tax-specific identifiers.
|-
| '''Slip extra''' || Custom messages that print on this employee's payslip.
|-
| '''Earnings''' || This employee's specific earnings, pre-populated from their Employee Class (§5) and adjustable per employee (e.g. their actual base salary).
|-
| '''Deductions''' || This employee's specific deductions, pre-populated from their Employee Class (§6) and adjustable per employee (e.g. a personal loan repayment).
|-
| '''Notes''' || Free-text notes against the employee record.
|}

Because Earnings and Deductions are pre-populated from the employee's class, getting §5/§6 right for each class first means most employees need only their individual amounts (base salary, personal allowances) entered when they're added — not the whole earning/deduction structure retyped from scratch.

== 9. Running a Pay Run ==
Running payroll for a period is a two-step process:

=== 9.1 Create the pay run ===
'''New Payrun''' (reached from the process-payslips area) asks for:
{| class="wikitable"
|-
! Field !! Meaning
|-
| Payroll Type || Weekly, Fortnightly or Monthly — must match how the employees in this run are set up to be paid.
|-
| Payroll Date || The date this run is processed/paid.
|-
| Description || A free-text label for the run (e.g. “PAYRUN 05-2026”).
|-
| Exchange Rate || Only relevant if the company uses multi-currency (§3, Currency tab) — the rate used to convert amounts for tax/statutory calculation purposes for this run. Leave at 1 if the company operates in a single currency.
|}

=== 9.2 Process Payslips ===
Open '''Process Payslips''' for the run to review and finalise each employee's pay. The screen is organised as:
* '''Earnings''' / '''Deductions''' / '''Leaves''' / '''Messages''' tabs — edit individual lines for the selected employee before finalising.
* Summary panels: Earnings (Primary, Secondary, Fringe Benefit, Bonus), Deductions (Employee, Contributions, Externals, Loan), plus running totals for '''Net Paid''' and '''Total Taxable'''.
* A '''Process''' action that finalises the calculation for the employee/run.

Review the summary totals against expectations before finalising — this is the point to catch a missing earning line, a wrong class assignment, or an unconfigured deduction, before payslips are printed.

== 10. Payslips and Reports ==
Once a run is processed, use '''Pay Slip''' to print or export individual payslips, and the '''Reports''' menu for period and company-wide reporting (earnings and deductions detail, and other configured report types). '''Period Summary''' gives a consolidated view of a completed period, useful for reconciling totals before filing any statutory returns.

== 11. Backup, Restore and Housekeeping ==
{| class="wikitable"
|-
! Menu item !! What it does
|-
| '''Backup Company''' || Creates a backup of the current company's database. Run this before any bulk change (a new tax year, a mass import, a structural change to employee classes) as well as on a routine schedule.
|-
| '''Restore Company''' || Restores a company from a previous backup.
|-
| '''Clear Reset Company''' || Resets company data — use with care, and only after taking a backup; this is a destructive operation.
|}

== 12. First-Time Setup Checklist ==
# Create the company (§2) — Empty, Copy, or Example.
# Complete Company Parameters: Company Info, Registration, System, Currency (§3).
# Download/configure the tax table for your country and tax year (§7).
# Build the reference lists: Departments, Regions, Paypoints, Posts Description, Pay Methods, Employee Classes (§4).
# Configure Earnings per Employee Class (§5).
# Configure Deductions per Employee Class, including employer-only contributions and any maximum limits (§6).
# Capture employees, either individually or via Import From File (§8).
# Take a backup (§11).
# Create the first Pay Run and process it (§9).
# Check the summary totals, then print payslips and run reports (§10).

== 13. Glossary ==
{| class="wikitable"
|-
! Term !! Meaning
|-
| Employee Class || The category (pay scale/grade) an employee belongs to; drives which earnings and deductions apply by default.
|-
| Source (on an earning/deduction) || Where the amount comes from — entered manually, a rate calculation, or derived from another value.
|-
| Taxable Portion || The percentage of an earning that counts toward tax/statutory contribution calculations.
|-
| Maximum Limit || An optional cap on a deduction/contribution, after which no further amount is withheld or accrued.
|-
| Transaction Type || A code linking a payslip line to the reporting/general-ledger side of the system.
|-
| Payrun || One processed pay period (a specific week, fortnight or month) for a group of employees.
|-
| Exchange Rate (on a payrun) || The rate applied for that run when the company operates in more than one currency.
|-
| Period Summary || A consolidated report of a completed pay period.
|}

----
[[Category:Payroll]] [[Category:Solace Payroll]] [[Category:Setup Guide]]