Holded offers you the option to create payrolls or, more specifically, payslips that are registered at the accounting level.
Remember that you must first register your employees in order to be able to assign payslips to them. Learn here how to create employees in Holded.
Get there
In Holded you can create payrolls from two different sections of the platform:
- Go to Expenses in the navigation bar
- Select Payrolls
- Click on New Payroll
Alternative method:
- Click on Employees from Team in the navigation bar
- Select from the list the employee you want to assign the payroll to
- In the side panel, click More
- Click the + button
- Choose the Payroll option
Create payrolls
1. Fill in the payroll data
The account assigned by default is 46500000 Remunerations pending payment, which allows you to see the remunerations pending with each employee separately. When you register a payroll, an entry is generated automatically in this account for the amount indicated. Once paid, the entry will appear with the amount assigned in the corresponding bank account.
- Enter the name of the employee in the Employee field
- Enter the payroll posting date in the Date field
- Add a text in Description to be able to identify the payroll in the list
- Go to the lower-left area to add the corresponding Tags
- In the upper left area, you can attach the payslip in PDF format
Remember that it is not possible to generate the PDF from Holded
- Check the Mark as paid checkbox to account for the payment directly from the payroll
Use the Cash account and Date fields to assign the corresponding bank and dates.
2. Fill in the concepts
The default taxes that appear in the payslip (Employee salary and Employee withholding) will be transferred to the tax section in Holded for the total amount of what is indicated in the Amount column, in the same line.
- In the line of the Salary concept, enter the total amount accrued in the Amount column
- In Total S.S., indicate the amount of S.S. payable by the company and S.S. payable by the employee
- In Company S.S. Expense, add the amount of S.S. payable by the company
- Enter the corresponding IRPF
- Click on Create
The calculation of the amount shown in To pay will be made automatically taking into account: (Salary + Company S.S. Expense) - (Total S.S. + IRPF)
3. Register the payroll payment
Get there
- Go to Expenses in the navigation bar
- Click on Payrolls
- Select the payroll from the list for which you want to register the payment
- From the Payments section, click Pay
- In Amount enter the amount to be paid
By default, the total amount will be shown, if you only pay a part, the outstanding amount will be assigned to account 465 (Remunerations to be paid).
- In Date, select the date of payment and then reconcile the transaction in the bank statement with the recorded payment
- Use the dropdown in the Account field to choose an account that you have previously created from the Banks section
The payment will be registered in the bank of your choice for reconciliation
- Hit Save
Edit and delete
If you need to modify or delete payrolls you've already created:
- From the list of payrolls, select the one you wish to modify or delete
- In the pop-up window, edit the necessary data and hit Save. In case you want to delete, click on Delete
Alternatively, to delete, you can also check the box of the payroll from the list, and click on Delete from the bottom bar.
Read this article to learn how to create recurring payrolls and avoid having to register them manually each time.