Payslips Templates Menu In HR Payroll

  • Last Created On Jul 11, 2023
  • 82
0 0

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 Payslip Templates menu -> Select ADD function available in the screen



Step 2: The system will display the New payslip template screen -> Proceed to enter the necessary values -> select Submit 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 Org Chart screen of the HR Records module. If only the Department field data is selected without selecting the employee's name, the system will be understood as taking all employees in the corresponding department to create a salary sample.

Ø  The data in the Role field is taken from the User Roles screen of Access Permission in Settings

Ø  The data in the Staff and Except for staff fields is taken from the HR Records screen of the HR Records 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


* Attention:

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 to your computer

o   Back function is used to return to the main screen

2. Edit salary sample formula
Step 1: At the Payslip templates screen -> Select the corresponding line you want to edit the formula -> Select the View function


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

3. Edit salary form information

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


4. Delete payslip template

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


Views: 82

Recent Articles

  • Updated feature in version 1.0.1 – Socia...
    42
  • Pre-Order
    30
  • Manual Order
    33
  • Sale on Portal channel
    30
  • Sales on POS channel
    37

Popular Articles

  • Warehouse
    1288
  • Item Settings
    1030
  • General Accounting Settings
    944
  • Mapping Setup
    877
  • Inventory Receiving Voucher
    766