Payroll and finance screens

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.

Open in Rifena: Payroll-period settings → · Payroll runs → · Payments → · Reports & Analytics →

Swipe horizontally to see all four columns.

Screen	Visible path	What you do here	Normal audience
Payroll Dashboard	Payroll → Payroll Dashboard	View active runs, totals, and items needing attention	Payroll, HR, or finance managers
Payroll runs	Payroll → 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
Payroll builder	Payroll → Payroll builder	Maintain templates, components, formulas, and published versions	Payroll-configuration owners
Payments	Payroll → Payments	Follow payment orders, export bank files, and record real results	Accounting or payment processors
Policies	Payroll → Policies	Maintain deductions, tax, service charge, and related policies	Payroll or policy owners
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 → Insurance → Overview	View insurance policies and status	Insurance HR, payroll, or accounting
Create contribution batch	Payroll → Insurance → Create contribution batch	Generate the preview, resolve exceptions, and save to the contribution ledger	Insurance owners
Payment history	Payroll → Insurance → Payment history	Follow recorded obligations and mark amounts genuinely remitted	Insurance owners or accounting
Insurance reconciliation	Payroll → Insurance → Insurance reconciliation	Compare payroll deductions with recorded Social Insurance remittance	Payroll and insurance owners
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 → Employee Spend → Overview	View advance, reimbursement, and budget queues and totals	Finance or spend owners
Advances	Payroll → Employee Spend → Advances	Review requests and follow disbursement, recovery, or reconciliation	Finance and assigned approvers
Reimbursements	Payroll → Employee Spend → Reimbursements	Review evidence, approve, and follow repayment	Finance and assigned approvers
Planning & reports	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 advance types and settlement strategies	Spend administrators
Reports & Analytics	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.