OPEN HR->CONFIGURATION->SELECT TYPE AS “DEPARTMENT”->SELECT NEW->CREATE AND SAVE NEW DEPARTMENT.
GO TO SALES->REPORTS->HR REPORTS->EMPLOYEE DETAIL REPORT->SEARCH->EXPORT
OPEN HR->EMPLOYEE->SEARCH FOR EMPLOYEE TO BE RELIEVED AND CLICK EDIT->TICK LAST WORKING OPTION->ENTER LAST WORKING AND RESIGNED DATE.
SALARY WILL NOT BE CALCULATED AND EMPLOYEE WILL NOT BE VISIBLE AFTER LAST WORKING DAY.
HR->EMPLOYEE->SEARCH->TICK RESIGNED OPTION->SEARCH
HR->EMPLOYEE LEAVE->GIVE DATE RANGE->SELECT MODE AS “CHECK”->SEARCH, ATTENDANCE OF ALL EMPLOYEE IN GIVEN DATE WILL BE LISTED, BY DEFAULT ATTENDANCE WILL BE “PRESENT”.
SELECT THE EMPLOYEE AND RIGHT CLICK ON ATTENDANCE OF SPECIFIC DATE THAT NEED TO BE CHANGED, SELECT OPTION FROM THE LIST TO CHANGE ATTENDANCE- P-PRESENT, A-ABSENT, 1H-FIRST HALF, 2H-SECOND HALF
HR->EMPLOYEE LEAVE->GIVE DATE RANGE->SELECT MODE AS “MANUAL”->SEARCH
HR->EMPLOYEE IN/OUT->GIVE THE DATE RANGE AND SEARCH, IN/OUT TIME OF EMPLOYEE THOSE WHO HAVE PRESENTED IN THE GIVEN DATE RANGE WILL BE DISPLAYED.
HR->EMPLOYEE IN/OUT->GIVE DATE RANGE->SELECT THE EMPLOYEE->SEARCH
· EDIT ONE PARTICULAR DATE FROM THE LIST, UNDER TIME AND FLAG COLUMN ALL THE ENTRY TIMING OF AN EMPLOYEE WILL BE LISTED ON THAT PARTICULAR DAY.
HR-> HOLIDAY MASTER->NEW->GIVE DATE THAT NEED TO BE CONSIDERED AS HOLIDAY AND ALSO FILL DETAILS LIKE NAME, DETAILS & TYPE OF THE HOLIDAY, AND SAVE.
THE DAY SAVED AS ON HOLIDAY WILL NOT BE CONSIDERED AS WORKING DAY, I.E. LOSS OF PAY WILL NOT BE DEDUCTED FOR AN EMPLOYEE WHO WAS ABSENT ON HOLIDAY.
HR-> HOLIDAY MASTER->SELECT HOLIDAY TYPE->SEARCH->EDIT->TICK WAGES PAYABLE OPTION-> ENTER NO. OF ADDITIONAL DAYS IN LEAVE ENCASHMENT
· FOR EXAMPLE- IF 1 IS ENTERED IN LEAVE ENCASHMENT, THEN 2 DAYS SALARY WILL BE CALCULATED (1 DAY FOR ACTUAL WORKING AND ADDITIONAL 1 DAY FOR WORKING ON HOLIDAY) FOR EMPLOYEE WHO WORKED ON THAT HOLIDAY.
HR->SALARY DEDUCTION->SELECT EMPLOYEE->SELECT SALARY HEAD->SEARCH->EDIT,
· DELETE OPTION WILL BE GIVE AFTER EVERY MONTH, DELETE THE MONTH THAT NEED TO BE SKIPPED FROM EMI.
· SKIPPED AMOUNT WILL BE ADDED AFTER THE LAST MONTH OF LOAN TENURE.
HR->EMPLOYEE ADVANCE-> WHILE ISSUING ADVANCE TO AN EMPLOYEE SELECT PAY LATER OPTION SO THAT SALARY WILL NOT BE DEDUCTED ON SAME MONTH.
· EMPLOYEE ADVANCE->MODE- ISSUE SINGLE->SELECT EMPLOYEE->ENTER ISSUE DATE->ENTER THE ADVANCE AMOUNT->TICK PAY LATER OPTION AND SAVE.
· IT CAN SKIP ONLY THE ISSUED MONTH, IF THERE IS ANY NEED TO SKIP ADVANCE DEDUCTION FOR MORE MONTHS OR NEED TO CHANGE DEDUCTION VALUE PER MONTH GO TO STEP 11.
PAY SLIP CAN BE VIEWED ONLY IF SALARY WERE GENERATED IN PAYROLL PROCESS
· PAY SLIP CAN BE VIEWED BASED ON EMPLOYEE, DEPARTMENT, COMPANY, LOCATION FILTERS IN PAY SLIP SCREEN.
· OPEN HR->PAY SLIP->SELECT FILTERS LIKE EMPLOYEE/DEPARTMENT-> SEARCH
· OPEN HR->PAY SLIP->SELECT FILTERS LIKE EMPLOYEE/DEPARTMENT-> ENABLE SHOW DEFAULT OPTION-> SEARCH.
· ACTUAL SALARY AND CURRENT SALARY OF THAT MONTH WILL BE DISPLAYED IN THE PAY SLIP.
· FIRST GENERATE SALARY FOR NEEDED MONTH.
· OPEN HR->PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT MONTH-> PRESS GENERATE
· ONCE THE SALARY FOR GIVEN MONTH IS GENERATED, PRESS CHECK LIST.
· ACTUAL SALARY WILL BE LISTED IN DEFAULT COLUMN AND CURRENT EARNINGS INDICATES SALARY OF GIVEN MONTH.
· OPEN HR-> SALARY DEDUCTION-> GIVE DATE RANGE-> SELECT EMPLOYEE-> SELECT SALARY HEADER WHICH HAVE CREATED FOR ADVANCE FOR EXAMPLE: “MONTHLY ADVANCE”->SEARCH.
· WITHOUT SELECTING SALARY HEADER AND EMPLOYEE
· OPEN HR-> SALARY DEDUCTION-> GIVE DATE RANGE-> SELECT EMPLOYEE-> SELECT SALARY HEADER WHICH HAVE CREATED FOR ADVANCE FOR EXAMPLE: “MONTHLY ADVANCE”->SEARCH.
· · SALARY SHOULD NOT BE GENERATED AGAIN FOR SAME MONTH IF IT HAS CHANGED IN PAYROLL UPLOADER.
· OPEN HR->PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT MONTH->PRESS “SEARCH”.
EMPLOYEE ADVANCE->SELECT MODE AS ISSUE MULTIPLE->SELECT MONTH->SELECT HEADER FOR ALLOWANCE FOR EXAMPLE “MONTHLY ADVANCE”-> SEARCH-> SELECT EMPLOYEES FROM LIST->ENTER ISSUE DATE->ENTER THE ADVANCE AMOUNT AND PRESS “FILL TO ALL EMPLOYEES”-> SAVE.
· TICK PAY LATER OPTION IF NEEDED.
· THE AMOUNT PROVIDED TO EMPLOYEES PRIOR TO GIVEN DATE RANGE WILL BE LISTED UNDER OPENING COLUMN. .
· LOAN AMOUNT AND TENURE PERIOD MAY VARY BASED ON EMPLOYEE, SO LOAN NEED TO BE ALLOCATED FOR EVERY EMPLOYEE INDIVIDUALLY.
· OPEN HR-> CONFIGURATION-> SELECT TYPE AS PAY CATEGORY-> SEARCH->EDIT THE CATEGORY FROM LIST THAT’S NEEDS TO BE MODIFIED->CHANGE THE NAME OF CATEGORY IN NAME OR CODE->SAVE
· SHOULD NOT CHANGE PAY TYPE OF THE CATEGORY, IT MIGHT CHANGE FUNCTIONALITY OF THAT PAY CATEGORY.
· · OPEN HR-> CONFIGURATION-> SELECT TYPE AS PAY CATEGORY-> SEARCH-> EDIT-> ENTER AMOUNT LIMIT IN MAXIMUM OPTION-> SAVE.
· A PAY CATEGORY CAN’T EXCEED AMOUNT ENTERED IN MAXIMUM LIMIT
· FOR EXAMPLE: IF PF AS SET TO 1800 AS AN MAXIMUM, EMPLOYEES WHO GETTING HIGHER SALARY WILL GAIN MORE PF AMOUNT BUT THE AMOUNT EXCEEDING PF LIMIT WILL NOT BE CONSIDERED FOR PF CALCULATION SO FINAL PF AMOUNT WILL BE 1800.
FORMULAS ENTERED IN SALARY MANAGEMENT SCREEN WILL BE FINAL FOR PAYROLL PROCESS.
A PAY CATEGORY CAN’T EXCEED AMOUNT ENTERED IN MAXIMUM LIMIT
· · OPEN HR-> SALARY MANAGEMENT-> SEARCH-> EDIT ANY ONE EMPLOYEE FROM THE LIST-> CHANGE FORMULA BASED ON CODE LISTED FOR EVERY PAY CATEGORY-> PRESS OK.
· OPEN HR-> SALARY MANAGEMENT-> SEARCH-> SELECT ALL EMPLOYEES-> EXPORT-> MAKE NEEDED CHANGES TO ALL EMPLOYEES AND SAVE AS EXCEL WORKBOOK-> UPLOAD THE EXCEL IN SALARY MANAGEMENT SCREEN->PRESS SAVE ALL.
· MISTAKE WHILE UPLOADING EXCEL IN SALARY MANAGEMENT WILL INTERRUPT PAYROLL PROCESS, SO REFER TO TRAINING VIDEO ABOUT SALARY MANAGEMENT.
OPEN HR-> SALARY MANAGEMENT-> SEARCH-> EDIT NON- ELIGIBLE EMPLOYEE FROM THE LIST-> DISABLE PF OR ESI OPTION-> PRESS OK.
· SALARY NEED TO BE GENERATED AGAIN FOR THAT THAT EMPLOYEE IF THERE’S ANY CHANGES MADE IN SALARY PROCESS.
· YES, OPEN HR-> PAYROLL PROCESSING-> PAYROLL PROCESS-> SELECT EMPLOYEE-> SELECT MONTH-> GENERATE.
MAKE SURE ALL EMPLOYEES ARE PROPERLY MAPPED TO THEIR RESPECTIVE DEPARTMENT BEFORE GENERATING SALARY.
OPEN HR->EMPLOYEE->SELECT EMPLOYEE NEEDS TO BE MODIFIED-> SEARCH AND CLICK EDIT-> CHANGE DEPARTMENT-> SAVE.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE->SEARCH.
TOTAL DEDUCTED AMOUNT IN BETWEEN GIVEN DATE RANGE WILL BE LISTED IN “EMPLOYEE PAID” COLUMN.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE-> SELECT EMPLOYEE->ENABLE SUMMARY->SEARCH.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE->SEARCH AND CHECK “BALANCE” COLUMN TO FIND BALANCE OF ALL EMPLOYEES.
OPEN SALES-> REPORTS-> HR REPORTS-> EMPLOYEE ADVANCE PENDING REPORT-> SELECT DATE RANGE-> SELECT EMPLOYEE->ENABLE SUMMARY->SEARCH. AND CHECK “CLOSING BALANCE” TO FIND BALANCE OF SPECIFIC EMPLOYEE.