Answers that help you move forward

How to Disable Multi-Factor Authentication (MFA)

Login & Access Troubleshooting

Steps to check when a user cannot sign in or see the expected company or feature.

Setting Up and Using MFA (Multi-Factor Authentication)

Where to Find the Audit Log

Company App Overview

How to Add a Company

How to Exempt a Company from SDL

How to Send Email Notification on Payslip Release

Managing Company Files

Managing Company Policies

Managing Company Tools

Can I Update Employee Information in Bulk?

Yes, you can update employee information in bulk using the Employee Bulk Import feature. If you need to update information for several employees at once, you can download the Employee Bulk Import template, make the required changes, and upload the completed spreadsheet back into the system. The template will contain the employees' current information, making it easy to identify and update the required details.

Employee Self-Service: What Changed

How to Add a Document Category

How to Add an Employee

How to Add an Employee to a Pay Run

How to Cancel an Employee Termination

How to Reinstate an Employee

How to Send Activation Emails for Self Service

How to Terminate an Employee

Manage employee records

Add employees individually or in bulk, maintain records, enable self-service and store documents.

Salary History on Employee Profiles

Scheduled Job and Salary Changes

Viewing and Managing an Employee Profile

What are Pay Points?

What is ETI?

What is Retirement Funding Income Setup?

What is Skills and Equity?

How to Update Your Company Logo

Payroll in the New UI

Understanding the New App Structure

Using the People App

What's Changed in the New KarbonPay Version

Where to Find Things in the New UI

How to Register to Direct Payment

Using the Expenses App

Can You Delete Draft or Completed Pay Runs?

Configuring Payslip Information

How do I revert a pay run to Draft?

If you need to revert approved payslips back to Draft, you can do this either in bulk for multiple payslips or individually for a specific payslip.

How to Add Overtime Hours

Overtime hours can be recorded in two ways within the system. You can either add them directly through the Payroll section or register them on the employee's Calendar. Both methods will ensure the overtime hours are captured correctly.

How to Add Public Holiday Hours

How to Add a Pay Period

How to Approve/Complete a Pay Run

How to Recalculate a Pay Run

How to Undo a Pay Run

Run and complete payroll

Process payslips, complete pay runs, download bank files, handle loans and make bulk updates.

Using the Loans Screen

How to Generate and Download a Payroll Report

KarbonPay allows you to generate and download detailed payroll reports from the Reports app. You can use the available filters to customise the report based on the information you need

What Reports Can I Generate and Download?

KarbonPay provides a range of reports that you can generate and download to help you access payroll, employee, and other company information.

Can We Unfinalise IRP5 Submissions?

Complete monthly and annual submissions

Complete EMP201 and UIF monthly work and prepare annual certificates and exports.

EMP201 & UIF: Understanding Your Submission

How Do I Download an EMP501?

The EMP501 is an employer reconciliation declaration that summarizes payroll tax information for a selected tax year. Before submitting your reconciliation to SARS, it is important to download, review, and validate the EMP501 to ensure all payroll and tax information is accurate and complete.

How to Complete Your Annual Submissions

How to Complete Your Monthly Submissions

How to Download the e@syFile

How to Finalise IRP5 Submissions

Once you have reviewed and validated your IRP5/IT3(A) submissions for the relevant tax year, you can finalise the submission by following the steps below.

How to Undo UIF, EMP201, and Annual Submissions

Why Does My IRP5 Submission Show "No Data"?

Configure Time & Attendance policies

Set grace periods, photo and location controls, overtime rules and manual capture.

Create and assign shifts

Configure named shifts and assign a default shift to employees.

Enable Time & Attendance

Register for Time & Attendance and accept its terms from the account screen.

Review daily Time & Attendance

View, filter, amend and approve a day’s attendance data.

Submit attendance data to payroll

Review a pay period’s attendance data and send approved entries to the active pay run.

Adding or Editing Time Off Policies

Adjusting Leave Balances

Approving Time Off Requests

Assigning or Updating Policies for Employees

How to Add a Time Off Type

How to Assign an Employee Time Off Policy

How to Book a Time Off Request

How to Delete an Approved Leave Request

If you have just processed a leave request and need to reverse or delete the approved leave, you can remove it directly from the employee's Time Off section. Once the leave request is deleted, the employee's remaining leave balance will automatically update.

Manage time-off requests and balances

Approve requests, view the calendar, record leave and adjust or take on balances.

Managing Time Off Policies

Using the Time Off App

How to Add a User

How to Link Your Employee Account

How to Switch Between Administrator and Employee Access

User Role Guide