You can do it in 2 ways:
- Method 1:
+ If the system does not integrate with the HR Record module, you can create Allowance payments at the Earnings list screen (HR payroll -> Setting -> Earning list menu ) ->click Save button (Image 1)
+Then you go to the Employees management in Payroll module to enter the Allowance values for each employee and save or update (Image 2)
- Method 2:
+ If the system has integrated with the HR Record module, you can create Allowance payments at the Allowance type screen (HR Record -> Setting -> Allowance type ) -> save (Image 3)
+ Then, go to the Earnings list screen (HR payroll -> Setting -> Earning list) -> click Data synchronization button to synchronize data from the Allowance type screen to the Earnings list screen (Image 4)
+ Then, you go to the Employees screen in Payroll and click Data synchronization button to synchronize the Allowances created in the contracts of the respective employees (Image 5 ). You can enter the value and select Update to save the changed operations
There is a way to add earnings based on a percentage of Base Salary. But we may have to do it manually the first time. Next time you can copy
- Step 1: Go to Setting -> Earnings List -> Create column Earning Percentage (image 1)
- Step 2: Go to the Employees menu screen -> Manually edit the employee's gender percentage value (image 2)
- Step 3: Go to Settings screen -> Select Payroll columns screen -> Create column Earning base on Percentage with a method as formula (image 3)
- Step 4: You create a payslip template and select the newly added columns - to add to the template -> Then you enter the calculation formula for the Earning base on the Percentage column based on the Earning Percentage column (male or female) entered the % value (in the Employees menu screen).
Income tax is calculated according to the formula you entered in the taxable salary column. Optional from Basic salary or Gross Salary.
Currently, when closing payslips, the system does not send emails or notices to employees. If you use the HR Record module, your employee can log in with his accounts and see the closing payslip. Or we can print pay slips and send them to employees.
HR Payroll has a feature to assign permissions to specific employees or employees with specific roles, You can use this feature to assign permissions to appropriate employees.
- For CT1, it will be the values under the probationary contract. For CT2, these will be the values under the official contract.
For example, when an employee is hired on September 1, 2023, he will be on probation for 2 months. When October 15 arrives, the employee is proposed to be a full-time employee. The probationary salary will be stored in the fields denoted CT1 (Image 1), and the official salary will be stored in the fields denoted CT2 to differentiate (Image 2).
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- When integrating with the HR Records module, if an employee has 2 active contracts, the contract created first (with a start and end date smaller than the second contract) will be the probationary contract. The contract created later will be the official contract. The values in the probationary contract will be displayed in the fields denoted CT1. The values in the official contract will be displayed in fields denoted CT2
****In short:
- The CT1 symbol will be considered as the value of the employee's probationary period (If the system is synchronized with HR record and in that month the employee has 2 contracts, the first contract will be taken as the contract). probationary contract, the second contract is the official contract)
- The CT2 symbol will be considered the value of the employee's official working time
-> If the employee has a contract corresponding to the time period, the system will synchronize the value.
The system will not retrieve OT from sources in the system, so if the employee has OT, you can only create the "Overtime" column in the Payroll columns screen.
+ If you have determined the employee's OT amount, you just need to create a column with the method Constant. Then, when you create your Payslip, you'll enter the amount.
+ If not, you can create 3 columns in turn: "Number of OT hours" with the method Constant, "Amount per hour OT" with the method Constant and "Total OT" with the method Formula. The "Total OT Amount" column will enter the formula = "Number of OT hours" x "Amount per OT hour"
I understand your wishes but currently the system only allows support for creating payroll over a period of 1 month
Because data related to Employee, Salary deduction, Insurance, Bonus KPI,... are being declared on a monthly basis and each month may have different data -> If calculating salary for a period of 2 months, it will cannot be synthesized
For example: On the payroll it is not possible to take aggregate salary deductions from 2 months (because each type of deduction is defined for a period of a month - not a period of time).
-> You can create multiple payslips in 1 month according to different time periods. I hope creating 2 payslips for 2 different months does not take too much of your time
Please follow these steps to troubleshoot the issue. If you've carefully completed each step and the problem persists, please grant me access to your system for further investigation.
- Step 1: Go to the Attendance (Timesheets module) screen and click on the "Close Attendance" function to finalize the timesheet.
- Step 2: Navigate to Data integration (HR Payroll) and select "Integrate with Timesheets". Ensure you've selected the correct codes for Paid leave time and Unpaid leave time.
- Step 3: Go to the Attendance screen in HR Payroll and select "Synchronize", followed by "Calculate" and then "Update". Verify that the data has been synchronized correctly and the hours are accurate. Remember to update the data to ensure the system reflects the latest information.
- Step 4: Create a new payslip and check if the data is displayed correctly.
