Table Of Contents

Payroll Management

Finance Admin:

User should login with finance admin 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:

ESI:

Pay Schedule:

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

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

Pay group:

Pay group configuration:

Note: Here users can check CTC percentage and Basic salary percentage. These percentages/flat amount will change automatically based on user inputs

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: Few components are not eligible to calculate EPF. EPF option will be in disabled mode.

Note: User can change the component name as they wish. It will reflect in Pay slip.

Note: Note: Active pay groups only display in assign group section. Otherwise, that pay group not displayed when user assigning to employee.

Bank Master:

Payroll Policies:

How to configure Payroll policies?

Configuration rules for all Payroll Types are displayed
  • Rule1: Number of installments, the salary in advance is to be recovered. — User can enter minimum no of months that employee can recover
  • Rule2: After how many months of last recovery, advance salary option is resumed? — User can enter minimum no of months that employee can recover
  • Rule3: Should over time amount to be included in salary – –User can select Yes or No from the drop downs
  • Rule4: Is the company covered(registered) under Payment of Gratuity Act, 1972 — User can select Yes or No from the drop downs
  • Rule5: If enabled,is the company want to pay Gratuity as part of the monthly component — User can select Yes or No from the drop downs
  • Rule6: Is variable DA applicable for this company– User can select Yes or No from the drop downs
  • Rule7: Is absent considered as LOP — User can select Yes or No from the drop downs
  • Rule8: Is dynamic payroll processing applicable- User can select Yes or No from the drop downs
  • Rule9: Number of leaves threshold for dynamic payroll processing- User can enter minimum No.of leaves should be accept for same leave window
  • Rule10: Do you want ESI and EPF contribution to be made independent of the Loss of Pay deduction? — User can select Yes or No from the drop downs 
  • Rule11: Minimum number of hours to be worked for over time consideration– User can enter minimum No.of worked hours.
  • Rule12: Frequency of variable pay (e.g. monthly/quarterly/half-yearly/yearly)— User can select Monthly, Quarterly, Half-yearly and yearly.
  • Rule13: After how many lop days proportionate week off deduction should be applicable?–User can enter lop proportionate days
  • Rule 14: Is payment given for extra working days?- User can select Yes or No from the drop downs
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Variable DA Configuration:

  • Enter Notification name
  • Enter Published Name
  • Enter CPI points
  • Enter CPI points at notified date
  • Enter Date
  • Enter VDA rate per point
  • Enter Effective date
  • Select attachments (if any)
  • Click on save
  • Click on view icon
  • User can be able to edit the fields if required
  • Click on update, changes will be saved
  • Click on cancel, changes will not be saved and navigated to table

Arrear Distribution:

  • On click Arrear Distribution in side menu
  • Arrear Distribution screen will display
  • On click ‘Arrear Entry’ fields will display
  • User will be able to select ‘Month & Year, City-Branch and Employee Name’
  • Arrear Names will be display in table
  • User will be able to select arrear name and amount
  • User will be select at least one arrear name and amount
  • Select check box
  • Click on Submit button

Arrear Distribution History:

  • On click History, History Screen will display
  • Select ‘Month & Year and City-Branch’
  • User will be able to search with ‘EMP.Name and EMP.ID’
  • Saved data will be displayed in the history table
  • Status will display as ‘Pending and Paid’

Note: “Once the payment is completed and the status is changed to ‘Paid,’ the arrear amount will also be displayed in the employee’s payslip view screen.”