How to Enable and Use Pro-forma Pay Slips in NetSuite Payroll

Overview

Create and review pro forma payslips before finalizing your payroll. This lets you catch errors early and get approval from stakeholders without committing to final payroll.

What this feature does

Why it matters

• Helps you to be confident in processing
• Ensures all issues are evened out before processing payroll

What you'll learn

• Turn on pro forma payslips
• Download or email pro forma payslips
• Update pro forma drafts when you make changes

Sample Proforma Payslip

Here's an example of what a generated pro forma payslip looks like with the watermark enabled:

Prerequisites

You need:

• NetSuite Payroll access
• Permission to change payroll settings

Step 1: Turn On Pro Forma Payslips

1. Search for Payroll Config in NetSuite
2. Open your payroll configuration
3. Find the Print Options section

4. 

5. Check these boxes:
   • ✅ Enable Pro Forma Payslips
   • ✅ Include Watermark on Pro Forma Payslips (Recommended - adds "Pro forma" label)
6. Click Save

Step 2: Start Pay Run

1. Start your pay run

2. Once payslips are processed, you'll see new pro forma options

   

Step 3: Get Your Pro Forma Payslips

Chose an option

Option 1: Download Proforma Payslips	Option 2: Email Proforma Payslips
Download All Pro Forma Payslips Click Pro Forma PDFs Download the file (contains all employee pro forma payslips)	Email Pro Forma Payslips to Employees Click Email Pro Forma Pro forma payslips are sent to each employee automatically
Best for internal review!	⚠️ Do not use this option if you do not intend to send draft pay slips to employees!

✅ Your payroll stays editable - these are just pro forma drafts!

Step 4: Reprint and Resend Updates (As Needed)

If you make changes after generating initial pro forma payslips:

1. To regenerate PDFs: Click Reprint Proforma PDFs
   • This generates a new file and overwrites the previous version
2. To resend emails: Click Email Proforma
   • This resends the updated payslips to employees

Important: These steps can be repeated any time before pay run approval.

Best Practices & Important Notes

• Pro forma payslips are NOT final and are for internal use only
• Use watermarks to clearly distinguish draft payslips from official ones and prevent confusion
• The pay run remains fully editable until approval - you can make changes at any time
• Generate pro forma payslips early in your payroll process to catch issues
• Share with stakeholders for validation before final approval

Questions? Contact our support team.