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What Finance covers

The Finance section of Campsite handles the end-to-end pay cycle for your organisation: Pay Setup Configure hourly or salary pay rates for each staff member, including role-based rates and annual review updates. Payroll Runs Process payroll for a period and generate a payroll summary ready for your external payroll provider. Wagesheets Review the auto-populated wagesheet combining timesheet hours with pay rates before you approve and run payroll. Bank & Tax Details Securely collect and store staff bank details and UK PAYE-related tax information within staff records.

Finance workspace layout

Finance uses the same calm hub pattern as Hiring: underline tabs (Overview, Payroll, Timesheets, Setup), short intros, dense lists, and right-side drawers for batch and pay-run detail. On Payroll, switch Wagesheets and Pay runs with the scope control, then open a row to review, approve, attach, or export.

Smart actions

Open a wagesheet batch or pay run to see Smart actions in the right drawer (same Ready / More pattern as Hiring).
  • Ready shows the next steps that work for the current status (for example Submit, Approve, Attach, Mark ready, Download export, Mark paid).
  • More actions lists steps that are not available yet, with a short reason (wrong status, missing note, no eligible batches, and so on).
Pick a Ready action to run it. You do not need a wall of buttons on the list itself.

Running payroll

Before you run payroll, make sure all timesheets for the period have been reviewed and approved. Campsite automatically populates the wagesheet from rota shift data and approved timesheet entries, so you always start from an up-to-date picture. Go to Finance → Payroll Navigate to /finance in your sidebar and select Payroll . You’ll see the current payroll period and its status. Review the wagesheet The wagesheet is automatically populated from approved timesheets and shift data. Open the wagesheet to check hours and rates for each staff member before proceeding. Check and approve individual entries Review each line item in the wagesheet. You can flag discrepancies, adjust notes, and approve individual entries. Any rejected or flagged entries should be resolved before running payroll. Run the payroll Once all entries are approved, click Run payroll . Campsite generates a payroll summary for the period, which you can review on screen before exporting. Export for your payroll provider Download the payroll summary in the format required by your external payroll provider. The export includes hours worked, pay rates, gross pay, and any relevant tax reference fields.

Contract-linked rates and hours overrides

When a staff member has a signed employment contract, wagesheet lines and payroll exports can show the contract ID that supplied the rate for that week. Rates come from the contract rate snapshot at signing (or variation), not from live template edits. Finance review can compare each line rate to the contract snapshot (Rate OK or Rate mismatch) and flag Missing contract when no contract is linked. Payroll exports include contract_id and rate_snapshot_version for audit. If a manager overrode a contract weekly hours cap (rota, clock, or timesheet), Finance can see those overrides on the wagesheet for the relevant week, including who approved the override, the reason, and the source. Before you finance-approve a batch that includes any hours-limit overrides for that week, enter a batch note that includes the phrase overrides reviewed. Rate mismatches vs the contract snapshot also block finance approval until resolved. Holiday pay lines show the entitlement method from the contract configuration (for example day one, monthly accrual, or anniversary). Payroll run exports include an exported_at timestamp on the Summary sheet, staff_user_id on pay lines, and soft validation warnings when lines are missing a contract_id. Bank and tax MFA export routes are unchanged.

Export for payroll systems

When a payroll run is ready, choose a payroll system and download the file from Finance → Payroll: Provider CSVs use each staff member’s payroll reference (from their HR record) plus pay lines (hours, rate, amount, and line type). Map payment or earnings codes in your payroll product to Campsite line types as needed. Bank details and UK tax / NI fields stay on their separate MFA-gated exports. Do not expect a single provider CSV to include full PAYE or bank account data.

Bank details

Staff submit their bank details through their own profile, and Campsite stores them securely. As a Finance user, you can view a staff member’s saved bank details from their record when processing payroll. Viewing or revealing a staff member’s bank details requires re-authentication with your password . This is a deliberate security gate - Campsite will prompt you to confirm your credentials before the details are shown. Do not share revealed details outside of secure, authorised channels. Finance users can also export bank detail data as part of a payroll run. The same re-authentication requirement applies to any export that includes account information.

UK tax collection

Campsite collects PAYE-related fields as part of each staff member’s employment record. This includes information your payroll provider needs to process tax correctly, such as tax code and National Insurance number. These fields are captured during onboarding or can be added and updated in the staff member’s HR record. UK tax fields are stored against the staff member’s record and included in payroll exports. Campsite does not calculate or submit PAYE directly - you continue to use your chosen payroll provider for submissions to HMRC.

Annual pay rate rollout

When it’s time for an annual pay review, you don’t need to update rates one by one. Campsite lets you update pay rates in bulk across your workforce, so you can roll out a new rate card efficiently at the start of a new financial year or contract period. Run a wagesheet preview after updating rates to confirm the changes look correct before your next payroll cycle begins. This gives you a chance to catch any mismatches between rate updates and staff records before they affect a live payroll run.