Payroll with PeopleOS

How it fits together

PeopleOS is the payroll and HR module. It opens inside Oris Work, in the same window, and you are signed in automatically; there is no second login. You can use it for your own firm's staff and, from a client's page, to run that client's payroll as a separate company that your firm manages.

Run your own firm payroll

• Open People in the sidebar. The People entry appears only when PeopleOS is switched on for your organisation.
• On the Payroll page, once PeopleOS is your payroll system, a banner says 'Payroll runs in PeopleOS' with an 'Open payroll in PeopleOS' button. Runs and payslips are created in PeopleOS; what remains in Oris Work is read-only history.
• The Payroll page holds salary and bank data, so only admins can open it ('Admins only' otherwise).
• Inside PeopleOS, the Import from OrisWork option brings across your firm's own team for a chosen month range. It is not available inside a client's company.

Run a client payroll

• Open the client's page and choose the Payroll tab.
• An admin clicks 'Turn on payroll (PeopleOS)'. This creates the client's own company in PeopleOS using the name, PAN, GSTIN and address already on their record, so nothing is retyped. The client is not notified.
• Your team then adds staff, sets salaries and runs payroll in the embedded PeopleOS view.
• Finalised months appear under Payroll in the client's portal.
• If the client's books are also on, an admin can tick 'Post payroll journals to this client's books'. Each disbursed run then sends one salary journal into their books; runs disbursed before you switch it on are not sent.
• To stop, an admin clicks 'Turn off payroll'. Nothing is deleted and the client is not told. Click 'Turn payroll back on' later to restore access.

Who can open it

Payroll is stricter than the other modules because it holds salary data. By default only admins and managers can open it. A member with a custom role needs the 'Payroll (PeopleOS)' read permission under Settings → Roles → Client modules. Roles are passed into PeopleOS as admin, manager, operator or viewer, and a custom role can narrow your access but never widen it.

If PeopleOS is not enabled

If PeopleOS is not switched on for your organisation, opening it shows 'PeopleOS isn't switched on for your workspace'. An admin can add an optional note and click 'Request PeopleOS'; the request goes to the Oris team, who switch it on, and repeated requests are recognised ('You've already asked for PeopleOS'). If the subscription lapsed you will see that instead, with a note that your data is kept.

Common problems

• 'PeopleOS is not set up for this client yet': an admin needs to turn payroll on in the client's Payroll tab.
• 'Your role does not include access to this module': ask an admin to adjust your role.
• 'Session expired': sign in to Oris Work again; the module reopens afterwards.
• 'Failed to load PeopleOS': click Retry. If it keeps failing, contact support.
• Only an admin can turn payroll on or off for a client.