[IMP] Payroll: Updating payslips

closes odoo/documentation#14544

X-original-commit: 8c7c60742e
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/payroll/payslips.rst

@@ -2,222 +2,172 @@
 Payslips
 ========
 
-*Payslips* are generated by payroll officers through the :menuselection:`Payroll` application.
-
-The :guilabel:`Payslips` drop-down header of the :menuselection:`Payroll` application consists of
-three sections: :guilabel:`To Pay`, :guilabel:`All Payslips`, and :guilabel:`Batches`.
-
-These three sections provide all the tools needed to create payslips for employees, including
-individual payslips, a batch of payslips, or commission payslips.
-
-.. image:: payslips/payslips.png
-   :align: center
-   :alt: Payslips menu selection in Payroll.
-
-.. _payroll/to-pay:
-
-To pay
-======
-
-Click on :menuselection:`Payroll app --> Payslips --> To Pay` to see the payslips that need to be
-paid.
-
-.. image:: payslips/all-pay-slips.png
-   :align: center
-   :alt: View all payslips that need to be paid on the Payslips To Pay page.
-
-Each payslip lists the :guilabel:`Reference` number for the individual payslip, the
-:guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic
-Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip.
-
-Click on an individual payslip entry to view the details for that individual payslip.
+*Payslips* are individual records of payment, containing all the details of how the pay was
+calculated (hours, deductions, other inputs, etc.), and generated by payroll officers through the
+**Payroll** application. Payslips can be created and processed individually, or multiple payslips
+can be processed at one time, in a single batch.
 
 .. _payroll/new-payslip:
 
-Create a new payslip
---------------------
+Create a payslip
+================
 
 A new payslip can be created from either the :ref:`Payslips To Pay <payroll/to-pay>` page or the
 :ref:`Employee Payslips <payroll/all-payslips>` page.
 
-Create a new payslip by clicking the :guilabel:`New` button in the top-left corner.
-
-A blank payslip form is loaded, where the necessary payslip information can be entered.
+Navigate to :menuselection:`Payroll app --> Payslips`, and click either :guilabel:`To Pay` or
+:guilabel:`All Payslips`. Click the :guilabel:`New` button in the top-left corner, and a blank
+payslip form loads.
 
 Payslip form
-~~~~~~~~~~~~
-
-On the blank payslip form, several fields are required. Most of the required fields auto-populate
-after an employee is selected.
+------------
 
 Fill out the following information on the payslip form:
 
-- :guilabel:`Employee`: type in the name of an employee, or select the desired employee from the
-  drop-down list in this field. This field is **required**.
+- :guilabel:`Employee`: Using the drop-down menu, select the employee in this field. This field is
+  **required**. Once a selection is made, other fields may auto-populate according to the employee
+  record.
 
   .. note::
      It is recommended to **only** create payslips for employees that are already in the database.
      If there is no current employee record (and therefore no employee contract) it is recommended
-     to create the new employee in the *Employees* application **before** creating payslips for that
+     to create the new employee in the **Employees** application *before* creating payslips for that
      employee. Refer to the :doc:`new employee <../employees/new_employee>` documentation for
      instructions on how to add an employee.
 
-- :guilabel:`Period`: the first day to the last day of the *current* month auto-populates the
+- :guilabel:`Contract`: The current contract for the selected employee populates this field. This
+  field is **required**.
+
+  .. important::
+     All employees are required to have a contract in order to generate payslips. Additionally,
+     *only one* contract can be in the running stage for each employee, therefore the current
+     contract populates this field, and it is **not** recommended to make changes to this field.
+
+- :guilabel:`Batch`: Using the drop-down menu, select the payslip batch this new payslip should be
+  added to, if applicable.
+- :guilabel:`Structure`: The structure linked to the employee's contract auto-populates this field
+  by default. If desired, use the drop-down menu to select a different structure.
+- :guilabel:`Period`: The first day to the last day of the *current* month auto-populates the
   :guilabel:`Period` fields by default. The dates can be changed, if desired.
 
   To change the start date, click on the first date in the :guilabel:`Period` field to reveal a
-  pop-up calendar. On this calendar, use the :guilabel:`< (less-than)` and :guilabel:`>
-  (greater-than)` icons to select the desired month. Then, click on the desired day to select that
+  pop-up calendar. Navigate to the desired month, and click on the desired day to select that
   specific date.
 
   Repeat this process to modify the end date for the payslip. These fields are **required**.
-- :guilabel:`Contract`: using the drop-down menu, select the desired contract for the employee. Only
-  the available corresponding contracts for the selected employee appear as options. This field is
-  **required**.
-- :guilabel:`Batch`: using the drop-down menu in this field, select the batch of payslips this new
-  payslip should be added to.
-- :guilabel:`Structure`: using the drop-down menu, select the salary structure type. Only the
-  corresponding structures associated with the selected contract for the employee appear as options.
-
-  If no employee and/or no contract is selected yet, all available :guilabel:`Structures` appear in
-  the list. Once an employee and/or contract is selected, any unavailable :guilabel:`Structures` set
-  for that employee and/or contract do not appear. This field is **required**.
-
-.. image:: payslips/new-payslip.png
-   :align: center
-   :alt: The top fields for a new payslip all filled out for a February payslip.
 
 .. note::
    Typically, after making a selection in the :guilabel:`Employee` field, Odoo auto-populates all
    other required fields (besides the :guilabel:`Period` field), but **only** if that information is
-   already on that employee's form in the *Employees* app.
+   already on that employee's form in the **Employees** app.
 
 .. important::
    If modifications to auto-populated fields are made, it is recommended to check with the
-   accounting department to ensure every entry that affects the *Accounting* application is correct.
+   accounting department to ensure every entry that affects the **Accounting** application is
+   correct.
+
+.. image:: payslips/new-payslip.png
+   :alt: The top fields for a new payslip all filled out for a February payslip.
 
 .. _payroll/worked-days-inputs:
 
 Worked days & inputs tab
-************************
+~~~~~~~~~~~~~~~~~~~~~~~~
 
-- :guilabel:`Worked Days`: the entries under :guilabel:`Worked Days` (including the
-  :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of
-  Hours`, and :guilabel:`Amount`) are automatically filled in, based on what was entered for the
-  :guilabel:`Period`, :guilabel:`Contract`, and :guilabel:`Structure` fields of the payslip form.
-- :guilabel:`Other Inputs`: additional inputs affecting the payslip can be entered in this section,
-  such as deductions, reimbursements, and expenses.
+The :guilabel:`Worked Days & Inputs` tab details the number of days and hours the employee worked
+during the specified :guilabel:`Period` of time on the top portion of the payslip form, and is
+calculated based on the selected :guilabel:`Contract` and :guilabel:`Structure` fields.
 
-  Click :guilabel:`Add a line` to create an entry in the :guilabel:`Other Inputs` section.
+The :guilabel:`Worked Days` section is automatically populated and lists all the individual
+attendance records for the time period, including both worked time and any time off taken.
 
-  Using the drop-down menu in the :guilabel:`Type` column, select a :guilabel:`Type` for the input.
-  Next, enter a :guilabel:`Description`, if desired. Lastly, enter the amount in the
-  :guilabel:`Count` field.
+Each individual entry lists the :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of
+Days`, :guilabel:`Number of Hours`, and the total :guilabel:`Amount`.
+
+Additional records cannot be created for the :guilabel:`Worked Days & Inputs` as it is
+auto-populated according to the employee's attendance records or working schedule on their
+:ref:`employee record <employees/work-info-tab>`.
+
+The :guilabel:`Other Inputs` section is where additional inputs are listed, such as deductions,
+reimbursements, and expenses.
+
+Each individual item lists the :guilabel:`Type`, :guilabel:`Description`, and :guilabel:`Count`. To
+add a new input, click :guilabel:`Add a line`, and using the drop-down menu, select the
+:guilabel:`Type`. Next, enter a brief :guilabel:`Description`, and last, enter the
+:guilabel:`Count`.
 
 .. image:: payslips/worked-days-tab.png
-   :align: center
    :alt: The fields filled out in the worked days and inputs tab.
 
 Salary computation tab
-**********************
+~~~~~~~~~~~~~~~~~~~~~~
 
-- :guilabel:`Salary Computation`: the :guilabel:`Salary Computation` tab is automatically filled in
-  after the :guilabel:`Compute Sheet` button is clicked. Doing so displays the wages, deductions,
-  taxes, etc. for the entry.
+The :guilabel:`Salary Computation` tab is where all the individual salary rules are listed and
+calculated, including everything from the employee's salary, to all the deductions and allowances,
+such as taxes, expenses, benefit contributions, and any other items associated with the installed
+:doc:`payroll localization <payroll_localizations>`.
+
+When the payslip is first created, this tab remains blank. Click the :guilabel:`Compute Sheet`
+button in the upper-left corner, and the :guilabel:`Salary Computation` tab is populated.
+
+.. important::
+   It is **not** possible to make edits to this tab, as the calculations are based on other entries
+   on the payslip.
+
+.. tip::
+   The :guilabel:`Compute Sheet` button does not disappear from view after it is clicked, so the
+   payslip can be recalculated at any point prior to :ref:`processing it <payroll/process>`.
+
+   If any changes need to be made to the :ref:`Worked Days & Inputs <payroll/worked-days-inputs>`
+   tab, click the :guilabel:`Compute Sheet` button to recalculate the payslip.
 
 .. image:: payslips/salary-comp-tab.png
-   :align: center
    :alt: The fields filled out in the salary computation tab.
 
 Other info tab
-**************
+~~~~~~~~~~~~~~
 
-- :guilabel:`Payslip Name`: type in a name for the payslip in this field. The name should be short
-  and descriptive, such as `(Employee Name) April 2023`. This field is **required**.
-- :guilabel:`Company`: select the company the payslip applies to using the drop-down menu in this
-  field. This field is **required**.
-- :guilabel:`Close Date`: enter the date that the payment is made to the employee in this field.
+The :guilabel:`Other Info` tab houses information that is required, but not associated with any
+inputs or calculations, as the other tabs do.
 
-  Click in the field to reveal a calendar pop-up window. Using the :guilabel:`< >
-  (less-than/greater-than)` icons, navigate to the desired month and year.
+The :guilabel:`Payslip Name` is auto-populated according to the employee name and the time period
+the payslip is for. Make any desired edits to the name in this field. This field is **required**.
 
-  Then, click on the desired date to select it.
-- :guilabel:`Date Account`: enter the date on which the payslip should be posted in this field.
-- :guilabel:`Salary Journal`: this field auto-populates after selecting an existing
-  :guilabel:`Employee`. This field **cannot** be edited, as it is linked to the *Accounting*
-  application. This field is **required**.
-- :guilabel:`Accounting Entry`: if applicable, this field is automatically populated once the
-  payslip is confirmed. This field **cannot** be modified.
-- :guilabel:`Add an Internal Note...`: any note or reference message for the new entry can be typed
-  in this field.
+The :guilabel:`Company` field is also automatically populated according to the employee's record,
+and cannot be modified.
+
+The end date selected in the :guilabel:`Period` field in the top half of the form populates both the
+:guilabel:`Close Date` and :guilabel:`Date Account` fields, by default. The :guilabel:`Close Date`
+is the date the payment is issued to the employee, while the :guilabel:`Date Account` is the end
+date the payslip covers. Modify the dates, if needed.
+
+The :guilabel:`Salary Journal` field is populated by default, and **cannot** be edited. This is the
+accounting journal the paycheck is logged in.
+
+If there are any additional notes or information needed for the payslip, add them to the
+:guilabel:`Add an Internal Note...` field.
 
 .. image:: payslips/other-info-tab.png
-   :align: center
    :alt: The fields filled out in the other info tab.
 
-Process the new payslip
-~~~~~~~~~~~~~~~~~~~~~~~
+.. _payroll/process:
 
-When all the necessary information on the payslip is entered, click the :guilabel:`Compute Sheet`
-button. Upon doing so, all the information on the payslip is saved, and the :guilabel:`Salary
-Computation` tab auto-populates, based on the information on the employee's contract or attendance
-records.
+Process a payslip
+=================
 
-If any modifications need to be made, first click the :guilabel:`Cancel` button, then click the
-:guilabel:`Set to Draft` button. Make any desired changes, then click the :guilabel:`Compute Sheet`
-button once again, and the changes are reflected in the :guilabel:`Worked Days` and
-:guilabel:`Salary Computation` tabs.
-
-Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to
-create the payslip.
-
-Then, a confirmation pop-up window appears, asking :guilabel:`Are you sure you want to proceed?`.
-Click :guilabel:`OK` to confirm.
-
-.. note::
-   The database may need to be refreshed for the payslip and email to appear.
-
-To print the payslip, click the :guilabel:`Print` button. To cancel the payslip, click the
-:guilabel:`Cancel` button.
-
-.. image:: payslips/payslip-chatter.png
-   :align: center
-   :alt: The new payslip is emailed to the employee and the email appears in the chatter.
-
-Next, the payment must be sent to the employee. To do this, click the :guilabel:`Register Payment`
-button. Doing so reveals a pop-up form, in which the desired :guilabel:`Bank Journal` that the
-payment should be made against must be selected from a drop-down menu. Then, click the
-:guilabel:`Confirm` button to confirm the journal, and return to the payslip.
-
-.. important::
-   In order for a payslip to be paid, the employee *must* have a bank account entered in their
-   contact information. If there is no bank information, a payslip cannot be paid, and an error
-   appears when the :guilabel:`Make Payment` button is clicked. Banking information can be found in
-   the :ref:`Private Information <employees/private-info>` tab on the employee's card in the
-   *Employees* app. Edit the employee card, and add banking information, if it is missing.
-
-   .. image:: payslips/banking.png
-      :align: center
-      :alt: Banking information can be entered in an employee's card.
-
-Odoo automatically checks bank account information. If there is an error with the employee's listed
-bank account, an error appears in a pop-up window, stating, *The employee bank account is
-untrusted.* If this error appears, update the employee's bank account information on their
-:ref:`Employee Form <employees/private-info>`.
-
-If a payment needs to be cancelled or refunded, click the corresponding :guilabel:`Cancel` or
-:guilabel:`Refund` button, located at the top-left of the screen.
+When all the necessary information on the payslip is entered, the payslip can be processed. First, a
+:ref:`draft of the journal entry <payroll/draft-entry>` is created, followed by a :ref:`payment
+report <payroll/payment-report>`, and finally, the employee is :ref:`paid <payroll/pay-employee>`.
 
 .. tip::
-   Before processing payslips, it is best practice to check the *Warnings* section of the *Payroll*
-   app dashboard. Here, all possible issues concerning payroll appear.
+   Before processing payslips, it is best practice to check the *Warnings* section of the
+   **Payroll** app dashboard. Here, all possible issues concerning payroll appear.
 
    To view the warnings, navigate to :menuselection:`Payroll app --> Dashboard`. The warnings appear
    in the top-left corner of the dashboard.
 
    .. image:: payslips/warnings.png
-      :align: center
-      :alt: The dashboard view of the Payroll app, with the warnings box highlighted.
+      :alt: The dashboard view of the Payroll app, with the warnings box visible.
 
    Warnings are grouped by type, such as `Employees Without Running Contracts` or `Employees Without
    Bank account Number`. Click on a warning to view all entries associated with that specific issue.
@@ -226,17 +176,147 @@ If a payment needs to be cancelled or refunded, click the corresponding :guilabe
    occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve
    them.
 
+.. _payroll/draft-entry:
+
+Create draft entry
+------------------
+
+Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to
+create the payslip. A :guilabel:`Confirmation` pop-up window appears, asking :guilabel:`Are you sure
+you want to proceed?` Click :guilabel:`OK` to confirm.
+
+Once the payslip draft is created, the status changes to :guilabel:`Done`, a :icon:`fa-usd`
+:guilabel:`Journal Entry (Draft)` smart button appears at the top, and additional buttons appear in
+the top-left corner.
+
+.. note::
+   After creating a draft entry, Odoo considers the payslip as confirmed.
+
+Click the :icon:`fa-usd` :guilabel:`Journal Entry (Draft)` smart button to view the detailed
+accounting journal entry. Click :guilabel:`Post` to post the entry. Using the breadcrumb menu,
+return to the payslip.
+
+After the journal entry is posted, the smart button at the top changes to :icon:`fa-usd`
+:guilabel:`Journal Entry (Posted)`
+
+.. note::
+   Employees cannot be :ref:`paid <payroll/pay-employee>` until the journal entry is posted.
+
+.. _payroll/payment-report:
+
+Create payment report
+---------------------
+
+Once the payslip status has changed to :guilabel:`Done`, a payment report must be created. A payment
+report is a document that contains all the necessary information to transfer the employee's earnings
+from the company's bank account to theirs. These are submitted by the payroll department to the
+appropriate institution.
+
+Click the :guilabel:`Create Payment Report` and a pop-up window loads. Using the drop-down menu,
+select the :guilabel:`Export Format` for the payment report. The two default options available are
+:guilabel:`NACHA` and :guilabel:`CSV`. :guilabel:`NACHA` stands for the :abbr:`National Automated
+Clearing House Association (NACHA)`, and this selection creates a compatible ACH file which is sent
+to the company's bank.
+
+.. note::
+   Other options may be available depending on the :doc:`payroll localization
+   <payroll_localizations>` installed in the database.
+
+   If :guilabel:`CSV` is selected, all other fields are hidden from view.
+
+Next, select the desired :guilabel:`Bank Journal` the paycheck is logged to. Last, using the
+calendar selector, set the date the paycheck is issued in the :guilabel:`Effective Date` field.
+
+Once the pop-up window is configured, click the :guilabel:`Generate` button, and the file appears on
+the payslip form, in a new :guilabel:`Payment Report` field.
+
+.. _payroll/pay-employee:
+
+Pay employee
+------------
+
+Next, the payment must be sent to the employee. To do this, click the :guilabel:`Pay` button in the
+upper-left corner. Doing so reveals a :guilabel:`Pay` pop-up form.
+
+All the necessary information is pre-populated on the form according to the payslip configuration,
+but modifications can be made, if necessary, to any of the fields *except* the :guilabel:`Amount`.
+This is populated according to the payslip calculations, and **cannot** be modified.
+
+- :guilabel:`Journal`: The accounting journal the payslip is logged to.
+- :guilabel:`Payment Method`: Using the drop-down menu, select how the employee is being paid. The
+  default options are:
+
+  - :guilabel:`Manual Payment`: Select this if paying the employee in a method *other* than A
+    :guilabel:`Check` or :guilabel:`NACHA`.
+  - :guilabel:`Check`: Select this when issuing a check directly to the employee.
+  - :guilabel:`NACHA`: Select this if using the :abbr:`National Automated Clearing House Association
+    (NACHA)` to transfer the payment to the employee, via direct deposit.
+
+- :guilabel:`Group Payments`: If the employee has multiple payslips for the same time period (for
+  example, payroll, reimbursement, and commission checks), tick the checkbox to group all payments
+  into one payment.
+- :guilabel:`Payment Date`: Using the calendar selector, select the date the employee is to be paid.
+
+Once the pop-up :guilabel:`Pay` form is complete, click the :guilabel:`Create Payments` button, and
+the payment is processed.
+
+After the payment is processed, and there is confirmation that the checks have been issued, or the
+funds have been directly deposited to the employee's bank account, click the :guilabel:`Mark as
+paid` button to mark the payslip as paid.
+
+.. image:: payslips/pay.png
+   :alt: Banking information can be entered in an employee's card.
+
+.. important::
+   In order for a payslip to be paid, the employee **must** have a bank account entered in the
+   :ref:`private information tab <employees/private-info>` of their employee record, *and* the bank
+   account must be marked as :guilabel:`Trusted`.
+
+   If there is no bank information, or if the bank is not listed as :guilabel:`Trusted`, payslips
+   cannot be paid, and an error appears when the :guilabel:`Pay` button is clicked. Edit the
+   employee record, and add banking information, or trust the bank account, as needed.
+
+Refund a payslip
+================
+
+When refunding a payment, the refund is achieved by creating a payslip for a negative amount of the
+original payslip.
+
+.. example::
+   An employee is paid $5,000.00 USD in a paycheck, in error. When refunding the payslip, a new
+   payslip is created in the amount of $-5,000.00.
+
+If a payment needs to be refunded, navigate to the individual payslip being refunded, and click the
+:guilabel:`Refund` button, located at the top-left of the screen. The :guilabel:`Refund Payslip`
+dashboard loads, with all refund payslips appearing in a list view.
+
+.. note::
+   Since refunds are uncommon, typically only the one payslip being refunded appears in the list.
+
+By default, the refund payslip has a status of :guilabel:`Waiting`. This refund payslip is processed
+:ref:`in the same way a regular payslip is processed <payroll/process>`.
+
+Print a payslip
+===============
+
+To print a payslip, click the :guilabel:`Print` button in the upper-left corner of the individual
+payslip record. A PDF file is downloaded, and the payslip appears in the chatter, and the file is
+attached to the payslip record.
+
+.. image:: payslips/payslip-chatter.png
+   :alt: The new payslip is emailed to the employee and the email appears in the chatter.
+
 .. _payroll/all-payslips:
 
-All payslips
-============
+View all payslips
+=================
 
 To view all payslips, regardless of status, go to :menuselection:`Payroll app --> Payslips --> All
 Payslips`. The :guilabel:`Employee Payslips` page loads, displaying all payslips, organized by
 batch, in a default nested list view.
 
-Click on the :guilabel:`▶ (right arrow)` next to an individual batch name to view all the payslips
-in that particular batch, along with all the payslip details.
+Click the :guilabel:`▶ (right arrow)` next to an individual batch name to expand the list, and view
+all the payslips in that particular batch, along with all the payslip details.
 
 The number of payslips in the batch is written in parenthesis after the batch name. The
 :guilabel:`Status` for each individual payslip appears on the far-right side, indicating one of the
@@ -250,7 +330,6 @@ following status options:
 - :guilabel:`Paid`: the employee has been paid.
 
 .. image:: payslips/all-payslips.png
-   :align: center
    :alt: View all payslips organized by batches. Click on the arrow to expand each batch.
 
 Click on an individual payslip to view the details for that payslip on a separate page. Using the
@@ -259,32 +338,38 @@ breadcrumb menu, click :guilabel:`Employee Payslips` to go back to the list view
 A new payslip can be created from the :guilabel:`Employee Payslips` page, by clicking the
 :guilabel:`New` button in the upper-left corner. Doing so reveals a separate blank payslip form
 page. On that blank payslip form page, enter all the necessary information, as described in the
-:ref:`Create new payslips <payroll/new-payslip>` section.
-
-To print PDF versions of payslips from the *Payslips to Pay* or :guilabel:`Employee Payslips` pages,
-first select the desired payslips by clicking on the individual checkbox to the left of each payslip
-to be printed. Or, click the box to the left of the :guilabel:`Reference` column title, which
-selects all visible payslips on the page. Then, click the :guilabel:`Print` button to print the
-payslips.
+:ref:`Create a payslip <payroll/new-payslip>` section.
 
 Payslips can also be exported to an Excel spreadsheet. To export **all** payslips, click on the
-:guilabel:`⚙️ (gear)` icon at the end of the words :guilabel:`Employee Payslips` in the top-left
-corner. This reveals a drop-down menu. Click :guilabel:`Export All` to export all payslips to a
-spreadsheet.
-
-.. image:: payslips/export.png
-   :align: center
-   :alt: Click on the Export All smart button to export all payslips to an Excel payslip.
+:icon:`fa-cog` :guilabel:`(gear)` icon at the end of the words :guilabel:`Employee Payslips` in the
+top-left corner. This reveals a drop-down menu. Click :icon:`fa-upload` :guilabel:`Export All` to
+export all payslips to a spreadsheet.
 
 To export only select payslips, first select the payslips to be exported from the list. Then, click
 the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart
 button appears in the top-center of the page, indicating the number of selected payslips. Then,
-click the :guilabel:`⚙️ (gear) Actions` icon in the top-center of the page, and click
-:guilabel:`Export`.
-
-.. image:: payslips/export-select.png
-   :align: center
-   :alt: The individual list of employee payslips with three selected to be exported.
+click the :icon:`fa-cog` :guilabel:`Actions` icon in the top-center of the page, and click
+:icon:`fa-upload` :guilabel:`Export`.
 
 .. note::
    Both *To Pay* and *All Payslips* display all the detailed information for each payslip.
+
+.. _payroll/to-pay:
+
+View payslips to pay
+====================
+
+To only view the payslips awaiting to be processed, navigate to :menuselection:`Payroll app -->
+Payslips --> To Pay`.
+
+.. image:: payslips/all-pay-slips.png
+   :alt: View all payslips that need to be paid on the Payslips To Pay page.
+
+Each payslip lists the :guilabel:`Reference` number for the individual payslip, the
+:guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic
+Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip.
+
+Click on an individual payslip entry to view the details for that individual payslip.
+
+Process the payslips :ref:`in the same way a regular payslip is processed <payroll/process>`, or in
+a batch.