Payroll
Payroll settings
Pay periods and holiday pay, payslip numbering, email delivery, line presets and employee fields.
View as MarkdownPeople → Settings (Payroll settings) has five sections, listed down the left side in this order: Periods, Numbering, Delivery, Line presets, Fields. Each section has its own address, /m/payroll/settings/{section} (for example /m/payroll/settings/presets); /m/payroll/settings on its own opens Periods.
Periods and Delivery have no Save button of their own: as soon as you change a field, the bar with Save and Discard changes appears at the bottom of the screen, the same as in workspace settings. Numbering, Line presets and Fields save each change on the spot.
Periods
The Pay periods box sets how often you pay and the defaults every payslip starts from.
| Setting | What it does |
|---|---|
| Pay period | Monthly, Every four weeks or Weekly. Fixed once a pay run exists, see below. |
| First period starts on | Only for weekly and four-weekly pay, and required for them: periods count from this date in blocks of 7 or 28 days. Monthly periods always run from the first to the last day of the month. |
| Holiday pay rate (%) | Reserved on top of gross earnings (expense allowances left out), usually 8% (the default). An employee's own Holiday pay rate (%) overrides it. |
| Holiday pay is paid in | A month, or By hand (add a payout line) (the default). See Holiday pay. |
| Default hours per week | 40 unless you change it. Prefills Hours per week when you add a new employee; existing employees and payslips keep their own hours. |
Period names follow the pay period: 2026-10 (monthly), 2026-P11 (the eleventh four-week period ending in 2026), 2026-W43 (ISO week 43). Changes apply to pay runs you create or recalculate afterwards.
Pay period and First period starts on are fixed once your first pay run exists, draft or finalized: the fields are disabled with "Fixed once a pay run exists, so periods never overlap." A new cadence or start date would create periods that overlap ones already paid, and would change what Salary per period means for every employee. To change them before any run is finalized, delete the draft run first.
Numbering
Payslip numbering: payslips get a number from this series when a pay run is finalized.
- Number series: pick a series, or Default payslip series. The choice is saved as soon as you pick it (Payslip series saved).
- Below it you can add and edit payslip series, the same way as the series under Numbering in the workspace settings.
With the default, Borkol creates a payslip series the first time you finalize a run: numbers like LS2026-0001, starting again every year.
Delivery
Email delivery sets the account and the text used when payslips are sent by email.
| Setting | What it does |
|---|---|
| Send from | One of your email accounts, or Default sender: your default email account, or Borkol's own mailer when you have none. |
| Subject | The subject line. Empty means the default, "Payslip {period}" in your document language. |
| Message | The text of the mail. Empty means a short default message in your document language. |
Subject and message can hold three placeholders: {period} (the period name, for example 2026-10), {employee} (the employee's first and last name) and {company} (your business name as printed on the payslip). The payslip PDF is always attached.
Line presets
Line presets are lines added to every draft payslip, for everyone or for one employee: a lease car, a pension contribution, a fixed allowance. Click Add preset and fill in Add preset:
| Field | What it does |
|---|---|
| Employee | Leave it on All employees, or pick one employee (type to search). |
| Section | Earnings, Deductions, Reservations or Employer contributions. |
| Type | The kind of line, for example Pension contribution (employee), Expense allowance or Other. Salary, hours worked and holiday pay lines are calculated by Borkol and cannot be presets. |
| Description | The text printed on the payslip. |
| Value | Fixed amount with an Amount, or Percentage of gross with a Percentage. |
| Order | Presets with a lower number come first on the payslip. |
| Active | Only active presets are added. |
A percentage is taken of the payslip's earnings: the salary or hours, the fixed earnings presets and earnings lines you added, without the holiday pay payout, without expense allowances and without other percentage presets.
The list shows Description, Applies to, Section, Value and an Active switch you can flip in the row; edit or delete a preset from the ⋯ menu. Changes reach draft payslips the next time the run is recalculated or finalized. Deleting a preset ("Draft payslips lose the line at the next recalculation. Finalized payslips keep it.") never touches finalized payslips. A preset line you changed by hand on a payslip keeps your amount.
Fields
Employee fields are extra fields on every employee, such as a department, a cost centre or a lease car plate. You define and order them the same way as custom fields on contacts; they appear in the Custom fields box of every employee. Deleting a field also removes every employee's value for it, and cannot be undone.