Payroll and finance

One approved file per period. By wage code.

Approved statements land in a balance per person. A payout run pushes the balance to your payroll system, split by wage code, with a status for every person. Finance stops rebuilding commission in a spreadsheet.

1 fileper period, already approved
Per wage codesplit automatically
Per personpending, paid, failed, nothing to pay
01Problemet

Finance rebuilds commission every single month.

Export from the CRM, lookups against the plan, a round of emails, then re-keying into payroll. The slowest step in the loop is also the one with the most hands on it.

So commission is always the last line to close.

Month-end, finance editionHands on the number before payroll
CRM exportRevOps
Plan lookupsFinance
Rep questions by email11 threads
Re-keyed into payrollPayroll
Errors found after payday3
02Saldo

Every approved statement becomes balance.

When the last approver signs, the statement total moves to the person’s balance account, corrections and adjustments included. Payroll reads a number, not a formula.

So what is owed is always one query away.

Balance accounts · MarchOwed since last payout
Julie Hansen€32,000
Marcus Webb€14,050
Sarah Lind-€80 · corrections
Team total€118,400
03Udbetalingskørsel

One run pays everyone.

A payout run pushes each person’s balance to the payroll integration first, then books the negative balance transaction. Split by wage code. Test payouts are saved but never deducted. A failed item is never retried automatically, because a retry after a successful push would pay someone twice.

So payroll is safe by construction, not by double-checking.

Payout run · 31 March · ZenegyOne item per person
Julie Hansen · wage code 2310€32,000 · paid
Marcus Webb · wage code 2310€14,050 · paid
Sarah LindNothing to pay
Tom Berg · wage code 2310Failed · missing employee id
Run status22 of 23 paid
04Fravær

Vacation and leave, by the rules.

Import absence, attach collective agreements, and let the plan decide what commission does during leave. No side spreadsheet for the edge cases HR cares about.

So compliance is part of the calculation, not a note in the margin.

Absence · MarchApplied to the period before approval
Marcus Webb · vacation3 to 14 Mar · commission continues
Anna Holm · parental leaveFull period · average of last 12 months
Imported fromAbsence file · 28 Feb
05Cockpit

Finance sees the cost before the period closes.

Accrued, approved and paid commission per team and per plan, live. The financial dashboard answers "what is commission going to cost this quarter" on any day of the quarter.

So there are no surprises at quarter end, for finance or for the board.

Next in the loopPerformance
Targets, standings and competitions, live.
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