This article walks through a full payroll run from start to finish. The video above is the primary walkthrough; the notes below summarise the status flow so you always know where a cycle stands.
Video walkthrough
The walkthrough covers preparing the payroll sheet, confirming adjustments and additional fees, submitting for funding, and moving the run through to the bank. Watch it end-to-end before running your first live cycle.
The payroll lifecycle
A standard payroll run moves through a fixed sequence of statuses. Knowing this sequence makes every other article in this guide easier to follow:
- Submitted for Funding — the payroll sheet is finalised and a funding request is generated. This is also when you confirm any additional fees.
- Funding Received — funds to cover the run have arrived.
- Payments Created — individual payment records are generated for each crew member.
- Approved — the run is approved, typically by a second user.
- Sent to Bank — payment instructions are transmitted to your bank for disbursement.
Before you start
Common questions
What are the payroll statuses in order?
Submitted for Funding → Funding Received → Payments Created → Approved → Sent to Bank. Confirm additional fees at the Submitted for Funding stage.
What happens when I submit for funding?
The payroll sheet is finalised and a funding request is generated. This is also when you confirm any additional fees, which are then included in that request.
What does 'Payments Created' mean?
Individual payment records have been generated for each crew member. The run is then Approved (usually by a second user) before being sent to the bank.
What do I need to set up before my first run?
Employers created and linked, currencies and banks added, each crew member's source bank set, and documents verified. Work through the Administration articles first.
Is there a video for the full process?
Yes — this article's walkthrough covers preparing the sheet, confirming fees, submitting for funding and moving the run through to the bank.
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