This help guide will explain how payroll-linked forms are treated in the pay run. For more context on Forms, see our Forms Explained and Create a Form Template help guides.
To see how to link form questions to payroll, see Linking HR Forms to Tanda Payroll.
What Does This Help Guide Cover?
Exporting payroll-linked Forms
When an employee completes a form, you will see it in the completed forms list. If the Form Template is linked to payroll, it will have a status under the Payroll Payslip column.
For example, a form that has not yet been exported will have the Pending Export status:
Forms that have approval workflows associated will need to be approved in order to appear on the pay run. Forms without approval flows will appear on the pay run automatically.
Once the Form is ready to be exported, the linked answers will be automatically added to the pay run when it is created. Ensure that the date of the form submission lies within the dates of the pay run.
Deductions:
Deductions will be entered into the payslip at the form-specified amount under the Deductions part of the payslip.
Form:
Payslip:
Allowances:
Allowances linked to forms will be entered in the Earnings section of the payslip. The number the employee enters in the form dictates the quantity of the allowance.
Form:
Payslip:
Reimbursements:
Reimbursements will be directly entered into the payslip at the form-specified amount under the Reimbursements part of the payslip.
Form:
Payslip:
Deleting and Recreating the Pay Run
If required, the Allowance, Deduction or Reimbursement can be deleted from the payslip. In this case, it will need to be manually processed if it needs to be paid at a later date.
If the entire pay run is deleted, however, they will be added back automatically when the pay run is created again. Deleting the whole pay run will revert the Payroll Payslip status on the form back to Pending Export.