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  1. You will first define the Allowances, Deductions, Statutory deductions, Expenses and Claim types on 'Control Panel' menu under 'Payroll'. This is done under 'Definitions' menu . To define an allowance, select the 'Allowance' tab and then click the 'New' button. Fill in all the fields and save.

    The same is done on Deductions, Expenses and Claim Types.



  2. You will also define statutory deductions. Click on 'Statutory Deductions' under the 'Control Panel' menu. Click on 'New', fill in all the fields and also define the formula for the deduction and save.



    Statutory Deductions are governed by country laws, thus may be different. On the other hand, the deduction types and deduction rates are unique for different organizations. For the computations to be done right, define these first.
    See the screens below:




    The rates are defined here:





  3. To add a new pay period, Click on 'Monthly Payroll' under 'Payroll' menu. Click on 'New' to add a new period. Fill in all the fields and save.




  4. Generate a pay period; in this case, a month. 
     - This populates the default employees with all data, and any adjustments done on payroll. To do this, go to 'Periods' and check on the period then generate its payroll.On the dropdown menu below, click       on 'Generate payroll' and then click the 'Action' button. {see screen below}

    Process the payroll: 
      - This is done after all the payroll adjustments are done; e.g taxes, deductions, adding of new staff, deactivating  employees, adjusting pay rise or pay cuts etc. 

    To process payroll click on 'Process Payroll' menu item, then 'Action'




  5. To view employees on payroll on a particular month, double click on the record of your choice. For example, double clicking on the last record, the following window opens. Here, the admin/HR can add Tax types using the 'Tax Types' tab, edit period and also view employees on payroll on the selected period.



    To add more payroll details of a certain employee, click on 'Employees' and then double click on the record you want to edit



    The window that opens will enable you to edit employee details using the 'Edit Details' tab. Also, you can add statutory deductions, add deductions, expenses, Extra banking details of the employee, pension details and Claims.
     Employees will then be able to view their monthly payrolls through their portal.



    For example, to add statutory deductions on an employee, click on 'Statutory deductions' tab and then click on 'New'. Provide the required details and save.



    This application will generate a payroll ledger for a specified month. Click on Payroll, then 'Reports'. Select a year then month and click the 'Report' button.




  6. To view a months payroll, click on 'Payroll' and select a year then month then click on the 'Report' button.



  7. To view an employee's payslip, you will first specify the period in order to view the employees within that period. To do this, click on 'Payslip' under 'Reports' menu and double click on a record.



    A window with a list of employees within that period will open



    To view an employee's payroll double click on one of the records.




    >Leave Management
    >Loans and Advances
    >Petty cash and claims>Project management
    >Time and attendance
    >Appraisals

     

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