User should login with finance manager credentials and click on Payroll module
Finance Dashboard:
User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details.
EPF:
Click on EPF in the side menu
EPF configuration page is displayed with by default configuration
Click on Edit button to update the EPF Configuration
Admin can change all the configuration rules, based on organization rules. (Employee contribution and Employer's contribution & Admin charges, EDIL contribution)
Click on save button to save the latest updates
ESI:
Click on ESI in the side menu
ESI configuration page is displayed by default configurations
Here, User can check or uncheck the option” Include Employer’s contribution in the CTC”. Based on this selection, Employee's will get the ESI amount
User can Add & Edit ESI Number State wise ESI number in this screen
Pay Schedule:
Click on Pay Schedule page
Pay schedule configuration page is displayed. Earlier configuration displayed by default
Click on edit button to change the configuration
All the configuration rules will display, now user can change the pay schedule rules as per organization rules
If user wants Same payroll and leave window. Users should select the YES option
If user selects YES option, Both Payroll window and Leave window are same
Example: Organization wants to pay the salary to employee's 1st to last day of the month
Based on this selection, the application will calculate the salary
If user wants different payroll and leave window. Admin should select No option
If admin selects No option, Both Pay roll window and Leave window are different
Admin can select the leave window dates
Example: Organization wants to pay the salary to employees 25th to next month 24th
User should select the date Previous month 25 and present month 24
Based on this selection, the application calculates the salary
If an organization wants to calculate monthly salary based on Actual days in a month
User should select Actual days in a month option
If an organization wants to calculate monthly salary based on Organization working days
User should select Actual days in a month option
On click Save to save the configurations
Based on these configurations, Employees salary will generate
Pay group:
In every organization, every employee has some range of salary with earnings and deductions
So, User can configure the that range of salary, Earnings & deductions
Click on the pay group page to configure the pay group
Click on the add button to add a new pay group
Add pay group page will display. Users can enter Pay group name, Start range & End range
Select Earings and Deductions based on Organization rules
Click on the save button to save the new pay group
The new pay group will be displayed in the pay group table with configuration in progress status
Pay group configuration:
Click on Configuration Button to configure the pay group
All the selected Earnings and deduction components will be displayed
Click on configure button to give percentage or flat amount to that component
The Earning request page will display, here user can enter percentage or flat amount to the selected component
Note: Here users can check CTC percentage and Basic salary percentage. These percentages/flat amount will change automatically based on user inputs
Click on the submit button to save the changes.
Note: Few components are not allowed to flat amount, so user should give percentage only to that type of components. Flat amount option will be in disabled mode.
Note: User can change the component name as they wish. It will reflect in Pay slip.
Like this user should enter percentages or flat amounts to all the selected components.
Then, pay group status is changed to “ACTIVE” from “Configuration in Progress”
Note: Active pay groups only display in assign group section. Otherwise, that pay group not displayed when user assigning to employee.
Assign Pay Group:
Click on “Assign Pay Group” to add the pay group to employee
Select Employee name, enter Employee CTC & Click on Search Button
Based on Given the CTC, pay group information will be displayed. Now, User can select one pay group to that employee. After selection, CTC breakdown pop up will displayed with monthly and annual salary details. This calculation will change based on EPF configuration
Click on the “Assign” button to save the data
Employee salary will be calculated based on this pay group and components
Reassign Pay group:
The Finance Manager can reassign new pay group for the new financial year and maybe at the increments time for the employees.
There are two options with radio buttons to reassign pay group
Change the employee CTC without changing the Pay group
Change the employee CTC and Pay group
If we select the 1st option, then select employee and enter the new CTC in the new CTC text field and click on submit button
Then employee is assigned with new CTC with the same previous pay group
If we select the 2nd option, then need to enter new CTC in the text field and click on submit button
Then created pay groups based on CTC are displayed in the list and select one of them accordingly
Then New CTC with new pay group is assigned to the selected employee
Monthly Payroll (Generate Payroll):
Click on the monthly payroll page to generate the pay slip to employees
Select Financial year and month and year. All the employee names will be displayed
Select At least one employee or more and Click on Calculate Salary button to generate the salary slip
Note : Salary slips will be displayed in the employee dashboard in the employee login
Monthly Payroll Report (View generated Payroll):
In this screen, User will get the all the payslip generated employee's salary details with bank account information. User can download the PDF to submit banks
EPF Report:
In this screen, User can see the all the employee EPF Deductions. Users can upload this data to EPF portal by downloading this report
ESI Report:
In this screen, User can see the all the employee ESI report. Users can download it in the form of PDF or Excel
Professional Tax Report:
In this screen, Users will know the count of employees by selecting state
User should select the month and state, Click on Search button to get the employee information
Professional Tax (View):
In this screen users will view the professional tax ranges and Monthly deduction amounts State wise. State names will be displayed based on locations added by admin
Payroll Messages Master:
All Error and Success, Failure messages are available in the message master with screen names indicating which screens they are displayed on. (Will be displayed by default)
User can Update those messages by clicking on Edit
Users can edit error messages as they wish
Click on save, message updated
Employee Payments Report:
Click on Employee payments report, employee payments report page will display
Employee payments report screen fields will display
Select City-Branch, Manager & Month and Year fields
Finance manager can select branch wise reports
Click on search button data will be displayed in table for past months and current month with regularization
Details will display with Grand Total in table
Leave Balance Report:
Click on Leave balance report screen will display with data
Employee available leave balance will display in table
Other Deductions:
Click on other deductions, other deduction page will display
In other deductions screen, click on add button fields will display
Finance manager can give “deduction name and deduction amount” in fields
Click on submit button
Submitted data will display in table with edit icon
On click edit icon, details are displayed in respective fields
Finance manager can edit the deduction amount
Click on save button, edited data will display in other deduction table
Manage Other Deductions:
Click on manage other deductions, pay group deduction mapping screen will display
On click add button fields will display
Finance manager can select “Pay group dropdown and Deduction dropdown”
On click “Add this Deduction” button and respective data will display in table
On click Cancel icon record will be removed
Bank Wise Salary Summary:
Click on bank wise salary summary, bank wise salary summary page will display
On click add button, “month & year and bank name dropdown” fields will display
Select Month & Year
Select Bank Name dropdown
On click search button
Display ESI deduction amount, EPF deduction amount and PT amount for all employees
Dispaly Pay group total employees' salary
If employee salary is pending check box is disable
Select checkboxes
Total amount will display
On click submit button
Submitted data will display in table
In bank wise salary summary screen, “Month and Year” field will display
Select payroll generated Month and Year
Data will display in table
Note : All Employees Total EPF, ESI, PT deduction amount will be displayed in table. No. of pay groups list will be displayed in Pay list.
On click EPF pay group salary category “view” icon, all employees' lists will display in table
Note : EPF pay group, ESI pay group and ESI & EPF pay group (based on admin pay group creation)
EPF deduction:
For all employees EPF deduction category
On click EPF category view icon, EPF report will display
Data will display in table
On click close icon page will be closed
On click PT category view icon, Employee list page will display
Select State dropdown
Employees data will display in table
On click close icon page will be closed
Note : Only PT eligible employee's data will be displayed
ESI category:
On click ESI category view icon, employee list will display
Select State dropdown
ESI report will display
Note : only ESI eligible employees salary details will display
Detailed Payroll Report:
Click on detailed payroll report, detailed payroll report page will display
Previous month data should display by default
Select Month and Year
Click on search, data will display in table
Click on view icon pay slip screen will display
Users can download the pay slip.
Employee Pay group List:
Click on employee pay group list, employee pay groups screen will display
Display Employee Name, Location and Pay groups fields will display
Select Location dropdown and pay groups dropdown
Particular Location and pay group assigned employees data will in table
User will search with employee name and particular employee data will display
Advance Salary Report:
Payable Days Report:
Here the user can select month
Select Branch Location
Select Manager and then click on search data will display in table
Here user can select employee in search field
TDS Distribution:
Click on TDS Distribution
User click on TDS Entry
Select Month & City-Branch
Employees names will display in table
User able to search with employee name in search field
Select checkbox and enter amount
Click on submit
Data will save in TDS History
Click on TDS History
Variable Pay Distribution:
Click on variable pay distribution
Click on Variable pay entry
Select City-Branch
Select Calculation Period
Select Distribution period
Display Employee names
User able to select employee names in search field
User select check box and variable pay amount
Click on submit
Click on history
Select City-Branch
Employees data will display in table
Variable Pay Schedule:
On click variable pay schedule
User will be able to select distribution type Monthly share or Lump sum
