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How to manage the recurring payroll list

Check out this article to learn what recurring payrolls are and all you can do with them

Get there

  1. Access Expenses from the navigation bar
  2. Select Payrolls
  3. Go to the tab Recurring payrolls

Recurring payrolls are a great advantage when it comes to streamlining payroll creation through automation. Let's now see what other management options the recurring payroll list offers in Holded.

Managing the recurring payroll list

View pending

From the platform, you can easily check which payrolls have not yet been converted into invoices or payrolls. In other words, those that are still in draft status:

  1. Click on the View pending button
  2. From the list on the side, panel check all the pending recurring payrolls for your entire pool of employees

Alternatively, if you want to view the pending recurring payrolls for a specific employee, click on the name of that employee from the general list in the Recurring Payrolls tab.

You can read this article to learn how to convert recurring payrolls to payrolls

Filter and segment

You can narrow your searches in the payroll list by means of the available segments and filters.

You can also use the search bar to perform keyword queries on your recurring payroll list.

Use predetermined segments
  1. Go to the drop-down menu on the upper left side
  2. Select the segment you want to visualize
All All recurring payrolls, without any kind of segmentation
Today conversions Recurring payrolls that will be issued today and will therefore be converted to payrolls
Next 5 days Recurring payrolls that will be converted in the next 5 days
Next 30 days Recurring payrolls that will be converted in the next 30 days
Pending Recurring payrolls that have not yet been issued, regardless of the time remaining before they are converted
In progress Recurring payrolls that are in the process of conversion/issuance
Completed Recurring payrolls that have already been converted
Manual Recurring payrolls that have been converted manually
Auto recurring Recurring payrolls that have been converted automatically
Use predefined filters
  1. Click on + Filter
  2. Select one or more of the available filters:
Status The statuses correspond to most major segments: Today conversions, Next 5, 10, or 30 days, Pending, In progress, and Completed
Expense account Use this filter to view the recurring payrolls associated with a given expense account
Interval To view recurring payrolls that are issued with a predetermined frequency: Monthly, Quarterly, Bimonthly, Biannual, Annually, Weekly, Biweekly, Daily
Conversion To view those payrolls that have converted manually or automatically
Save custom filter combinations as segments
  1. Make your filter selection
  2. Click Save segment
  3. Type a name for your new segment
  4. Hit OK

The new segment will be accessible from the drop-down menu, so you can easily select it when you need it.

Assign expense accounts

To assign specific expense accounts to one or multiple recurring payrolls:

  1. Select one or more payrolls by checking the appropriate boxes
  2. In the bottom bar, click on Set expense account
  3. Choose the accounts you want to associate from the drop-down menu
  4. Hit Assign
Export

To export your list of recurring payrolls:

  1. Click the download button to the right of the search bar
  2. Select the export option of your choice:
      1. Export Excel
      2. Export PDF
      3. Google Sheets

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