Payslips templates menu in HR Payroll

  • Last Created On Jul 05, 2023
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The salary template created on this screen will be used for the Payslips menu screen when creating payroll for employees


1. Create a new salary template

Step 1: Go to HR Payroll module -> Select menu Payslip Template -> Select function ADD


- Step 2: The system will display the New payslip template screen -> Proceed to enter the necessary values -> select Save to save the action just done or select Close to close the screen and cancel the operation


* Note:

Ø  An employee can only be included in one salary sample, if employee A has been selected for salary sample 1, then employee A cannot be selected for salary sample 2.

Ø  Except for staff field, if the corresponding employee is selected, the employee will not be able to apply this salary form when making payroll, but must create another salary form and select this employee again to be able to make payroll.

Ø  The data displayed in the Select the column displayed in the pay slip field is taken from the Payroll columns screen in Settings.

Ø  The data in the Department name field is taken from the Setup -> Support -> Departments module

Ø  The data in the Staff and Except for staff fields is taken from the Setup -> Staff module.


- Step 3: After creating a new salary form -> The system will display a salary form screen including the selected excel fields in the Select the column displayed in the payslip field -> Edit the fields using the formula for calculation (formula field). -> Click Save to save the entered formula

*Note:

o   Columns displaying the System line are not allowed to enter values because these fields when creating payroll, the system will proceed to get the values present in the system to display.

o   The columns display the formula line -> enter the formula to calculate the value for this column

o   Columns display the Constant line -> proceed to enter the constant to display the value for this column when creating the payroll

o   Download function is used to download this excel file

o   Back function is used to return to the main screen


2. Edit salary sample formula

- Step 1: At the Payslip template screen -> Select the corresponding line you want to edit the formula -> Select View detail


Step 2: The system will display an Excel screen containing the selected data fields in the Select the column displayed in the payslip field -> Edit fields using formulas to calculate (formula field). -> Click Save to save the entered formula




3. Edit payslip template

Step 1: At the screen -> Payslip template -> Select the corresponding line you want to edit information -> Select Edit



Step 2: The system will display the Edit payslip template screen -> Proceed to edit the necessary values -> Select Save to save the action just done or select Close to cancel the operation and return to the main screen




4. Delete Payslip template 

At the Payslip template screen -> Select the corresponding line you want to delete -> Select Delete






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