Payroll and finance screens

Payroll and finance is where every mistake has a cost, so each screen here is designed around who may do what and in which status. Rifena aims for a payroll cycle that needs no external spreadsheet yet stays flexible for each company.

Items under Payroll are for people assigned to prepare, review, approve, or move money. Seeing a screen does not allow someone to approve their own work by default.

The screens below belong to different payroll modules; a module that is not in the company’s package does not appear. See Packages and payroll permissions for how payroll is calculated without the Payroll builder.

Swipe horizontally to see all four columns.

Screen	Visible path	What you do here	Normal audience
Open payroll overview	Payroll → Payroll Dashboard	View active runs, totals, and items needing attention	Payroll, HR, or finance managers
Open payroll-period settings	System → Settings → Payroll periods	Manage attendance cycles and close or reopen attendance before payroll	Attendance HR or period owners
Payroll runs	Open payroll runs	Create, review, submit, and follow a payroll run	Payroll preparers; approvers see assigned work
Payroll Run Detail	Select a run under Payroll runs	Review totals, employees, payslips, and state-specific actions	Preparers, approvers, and in-scope finance
Open payroll builder	Payroll → Payroll builder	Maintain templates, components, formulas, and published versions	Payroll-configuration owners
Payments	Open payroll payments	Follow payment orders, export bank files, and record real results	Accounting or payment processors
Policies	Open payroll policies	Maintain deductions, tax, service charge, and related policies	Payroll or policy owners
Open tax exemption requests	Payroll → Policies → Personal income tax → Exemption requests	Select an employee, review evidence, approve an amount, or reject a pending request	Tax reviewers or in-scope payroll staff
Overview	Payroll → Open insurance overview → Overview	View insurance policies and status	Insurance HR, payroll, or accounting
Open insurance dues	Payroll → Insurance → Create contribution batch	Generate the preview, resolve exceptions, and save to the contribution ledger	Insurance owners
Open insurance payment history	Payroll → Insurance → Payment history	Follow recorded obligations and mark amounts genuinely remitted	Insurance owners or accounting
Open insurance reconciliation	Payroll → Insurance → Insurance reconciliation	Compare payroll deductions with recorded Social Insurance remittance	Payroll and insurance owners
Open statutory reports	Payroll → Statutory reports	Generate, review, download, record a submission reference, and record the external portal outcome	Statutory HR, tax, or payroll owners
Overview	Payroll → Open spend overview → Overview	View advance, reimbursement, and budget queues and totals	Finance or spend owners
Open advances	Payroll → Employee Spend → Advances	Review requests and follow disbursement, recovery, or reconciliation	Finance and assigned approvers
Open expense claims	Payroll → Employee Spend → Reimbursements	Review evidence, approve, and follow repayment	Finance and assigned approvers
Open spend planning	Payroll → Employee Spend → Planning & reports	Maintain budgets and limits and monitor spend	Budget owners and finance
Advance type config	Payroll → Employee Spend → Advance type config	Maintain Open advance types and settlement strategies	Spend administrators
Open reports	Top-level Reports & Analytics	Read cross-product reports within the granted scope	Organisation or group reporting owners

See Monthly payroll cycle, Advances, reimbursements, and budgets, and Tax-exemption requests and Insurance and statutory reports.