Hire To Payroll And Separation

This guide explains how to test a full HR flow from workforce setup through employee hiring, payroll enrollment, leave and attendance, payroll run, payment batch, performance review, and separation.

Use this flow for any organization that needs employee records, payroll, approvals, benefits, attendance, and exit controls to stay connected.

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
HR Setup	HR -> Setup	Configure jobs, positions, leave, shifts, payroll, compensation, performance, training, and clearance setup.
Employee Management	HR -> Operations -> Employee Management	Create employee records, review detail, enroll payroll, and start lifecycle actions.
Lifecycle And Relations	HR -> Operations -> Employee Lifecycle And Relations	Record promotions, transfers, salary revisions, benefits, disciplinary cases, and relations.
Time And Attendance	HR -> Operations -> Time And Attendance	Manage leave, attendance, rosters, shifts, and overtime.
Payroll Processing	HR -> Operations -> Payroll Processing	Create payroll periods and runs, approve payroll, create payment batches, and review posting.
Performance And Development	HR -> Operations -> Performance And Development	Record targets, reviews, training, rewards, skills, and succession.
Separation	HR -> Operations -> Employee Management and Separation actions	Record exit, clearance, final settlement, and completion.
Accounting And Payments	Accounting and Payments & Settlement workspaces	Review payroll posting and execute salary or final-settlement payouts.

Scenario

The organization hires Daniel as an accountant, enrolls him in payroll, records attendance and leave, processes monthly salary, reviews performance, and later processes separation.

The HR and finance teams must:

• confirm HR setup is ready
• create the employee record
• assign job, position, supervisor, and pay structure
• enroll Daniel in payroll
• record attendance, leave, or overtime
• process payroll
• create or review salary payment batch
• record performance review
• process separation and final settlement
• review accounting and reporting

End-To-End Flow

Step	Workspace	Business Meaning
1	HR Setup	Master data and rules are ready.
2	Employee Management	Employee record is created.
3	Payroll Enrollment	Pay structure and payment details are connected.
4	Time And Attendance	Leave, attendance, rosters, and overtime are tracked.
5	Payroll Run	Salary, allowances, deductions, and net pay are calculated.
6	Payment Batch	Net pay is sent to approved payout destinations.
7	Performance	Targets, reviews, training, and development are recorded.
8	Lifecycle Changes	Transfers, promotions, disciplinary cases, or salary revisions are tracked.
9	Separation	Exit, clearance, final settlement, and status change are completed.
10	Accounting And Reports	Payroll, employee cost, and HR reports are reviewed.

Key Steps And Fields

1. Confirm HR Setup

Open HR -> Setup.

Check:

• job grades, jobs, and positions exist
• leave types and shifts are active
• pay structures and payroll setup are ready
• performance cycles and target definitions exist where used
• clearance items exist for separation
• statutory and accounting readiness is reviewed

2. Add Employee

Open HR -> Operations -> Employee Management.

Use Add Employee.

Important employee fields:

Field	Meaning
Employee Name	User-facing employee identity.
Employee Number	Staff reference used in payroll, reports, and HR operations.
Job And Position	Defines role, department, grade, and reporting context.
Employment Date	Start date for lifecycle and payroll eligibility.
Supervisor	Reporting line and approval context.
Employment Status	Controls whether payroll and operations can process the employee.
Bank Or Payment Details	Needed before salary payment batches.
Linked User	Connects employee to system access where needed.

3. Enroll Payroll

Open employee detail or HR -> Operations -> Payroll Processing.

Confirm pay structure, payroll group, effective date, bank or payment instrument, allowances, deductions, tax or statutory setup, and approval status.

4. Record Attendance, Leave, Or Overtime

Open HR -> Operations -> Time And Attendance.

Check leave type, leave dates, balance, approval state, attendance date, shift, overtime hours, reason, and payroll impact.

Approved attendance and leave should be visible before payroll finalization where payroll uses them.

5. Process Payroll

Open HR -> Operations -> Payroll Processing.

Create or review the payroll period and payroll run.

Important payroll fields:

Field	Meaning
Payroll Period	Month or period being processed.
Employee Set	Employees included in the run.
Gross Pay	Salary and taxable or non-taxable earnings before deductions.
Deductions	Loan deductions, statutory deductions, advances, benefits, or other deductions.
Net Pay	Amount to pay the employee.
Approval Status	Whether payroll is ready for payment and posting.
Posting Status	Whether finance impact has posted or needs review.

6. Create Salary Payment Batch

Use payroll payment batch actions or Payments & Settlement -> Operations -> Payment Batches.

Confirm beneficiary, payment instrument, amount, channel, narration, validation status, approval, execution result, and reconciliation state.

7. Record Performance And Development

Open HR -> Operations -> Performance And Development.

Record targets, review period, reviewer, score, comments, training, skills, rewards, or succession recommendations.

8. Process Separation

Use separation actions from employee management and related HR workspaces.

Check resignation or termination date, reason, clearance items, returned assets, final payroll, unpaid leave, benefits, deductions, final settlement, approval, and employee status.

Do not complete separation before clearance and final settlement are reviewed.

Pass Criteria For The Test Flow

The flow is complete when:

• employee setup fields are selectable from approved setup
• employee record has correct job, position, status, and pay context
• payroll enrollment includes payment details
• leave, attendance, and overtime affect payroll where expected
• payroll run calculates gross, deductions, and net pay correctly
• salary payment batch uses approved instruments
• performance and lifecycle records remain linked to the employee
• separation completes only after clearance and final settlement
• accounting and reports agree with HR operations

Common Problems

Problem	What To Check
Employee cannot be added	Job, position, business unit, required fields, and approval setup.
Payroll excludes employee	Employment status, enrollment, effective date, payroll period, and pay structure.
Salary batch fails	Payment instrument, bank details, channel, validation, funding, and approval.
Leave balance is wrong	Leave type, accrual rules, approved leave, carry-forward, and attendance period.
Separation cannot complete	Clearance items, final payroll, returned assets, unresolved deductions, and approval.

Related Guides

• HR Overview
• Employees
• Leave And Attendance
• Payroll
• Performance
• Separation