Create a PDF template for the Employee Payslips

  • Last Created On Jul 05, 2023
  • 111
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1. Customize staff Payslip column

Customize staff Payslip column function is used to create columns displayed in the employee payslip screen (Payslips – HR Records)

Step 1: Select HR Payroll module ->  Settings -> Select the Data integration screen -> check the function HR Rcords module integration



Step 2: The system will display the Customize staff Payslip column area -> Select the fields you want to display at the Employee Payslip Management screen (Payslips – HR Records) -> Select Save


-> Result:



* Note:

o   If you do not want to integrate HR Records data to HR Payroll but still want to design the display fields, then you just need to tick Customize staff Payslip column and uncheck HR Rcords module integration (The system will still save the Customize area. staff Payslip column)

o   If you do not design the Customize staff Payslip column, the system will display Payslip in the employee's screen by default, the columns are the same as before.

    Select icon  to add a column

    Select the icon   to delete the corresponding column

    The field next to the column name is used to enter the ordinal number to display the column on the employee's Payslip management screen


    2. Create a PDF template for Payslip's PDF

    PDF Payslip Templates screen used to design PDF Payslip Templates will be used for Payslip PDF

* Note: After having the Payslip Template, we proceed to create the PDF template. Because the PDF template will belong to the corresponding Payslip Template

Step 1: Select Settings -> Select PDF Payslip Template screen -> Select New PDF Payslip Template function


Step 2: The system will display the Add New PDF Payslip Template screen used to design PDF templates for Payslip's PDF



* Explanation:

The Payslip Template field is taken from the Payslip Template menu screen

Available merge fields area is used to select column values displayed on PDF -> Select values and designs in the CONTENT area

If you don't create a PDF template for Payslip's PDF, the PDF will display the same fixed template as ever

-> Result:



Step 3: Select the Payslips menu screen -> Select Add or you can edit the information of old Payslips -> Select Payslip Template -> Select PDF Payslip Template so that when creating Payslip and viewing it on PDF, the PDF will be displayed like the template created

* The PDF of the Payslip screen (Admin and staff) will both display the same as the selected template



  è Result:

    

Views: 111

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