Contents
Before the beginning of every year
1. Declare holiday in the calendar – Path: Administration>Master>Organization>Calendar. Click here Calendar 2. Connect calendar with organization unit - Path: Administration>Master>Organization>OrganizationUnit. Click here Organization Unit 3. Create register - Path: HRMS>Transactions>Attendance>Register Creation. Click here Register Creation 4. Make leave opening details - Path: HRMS>Transactions>Leave>Leave Credit. Click here Leave Credit ProcessBefore the beginning of every month
1. Create Pay Period-Path: Master>Payroll settings>Pay Period. Click here Pay Period 2. Create Register (staff and staffing)-Path: Transaction>Attendance>Register creation. Click here Register CreationWhen a new employee is joining
1.Add employee in employee master and add the address, contact, experience, salary, fixed other, Qualification, reference details Employee - Path: HRMS>Master>Employee>Employee master. Click here Employee Master Address- (Select saved employee in)>Employee master. Click here Employee Master-Contact Contact - (Select saved employee in)>Employee master. Click here Contact Details. Experience - Path: HRMS>Master>Employee>Employee Experience. Click here Employee Experience Qualification - Path: HRMS>Master>Employee>Employee Qualification. Click here Employee Qualification For Staff Salary - Path: HRMS>Transaction>Pay Revision>Single employee. Click here Single Employee For Staffing and Security people Wage Rule-Path: HRMS>Master>Addition Deduction >Wage Rule. Click here Wage Rule 2. Map shift pattern with the employee. Path: Master>Attendance>Employee shift pattern. Click here 3. Create register (daily attendance). Path: Transaction>Attendance>Register creation. Click here Register CreationWhen an employee is resigning
1. Make an entry in the separation screen. Path: HRMS>Transactions>Separation. Click here Separation 2. Close advance if pending. Path: HRMS>Transactions>Advance>Advance Repayment. Click here Advance RepaymentWhen salary revision
1. Make an entry in the salary revision screen - Path: HRMS>Transaction>Pay Revision>Single employee. Click here Single Employee 2. Make an entry in fixed others screen (if required) - Path: HRMS>transaction>Fixed others. Click hereDaily Activity
1. Update leave request details - Path: HRMS>Transactions>Leave>Leave/On duty application. Click here Leave/On Duty Application 2. Update punch details (If the punch is manual) - Path: HRMS>Transactions>Attendance>Attendance Adjustment Entry. Click here Attendance Adjustment Entry 3. Update time slip details - Path: HRMS>Transactions>Attendance>Timeslip. Click here Time Slip 4. Update overtime details. Go to Path: HRMS- Transactions > Attendance – Overtime Entry 5. Update advance details. Go to Path: HRMS- Transactions > Advance- Advance Payment. Click here Advance Payment 6. Bulk load and save attendance details. Go to Path: HRMS- Transactions > Attendance – Daily AttendanceAt the time pay processing
1. Add periodic entry (fine, tds and etc). Path: Transaction > Periodic > Multiple employee 2. Add Advance Entry (if any) . Go to Path: Transaction > Advance > Advance Payment 3. If you company has Monthly attendance type . Then make entry in Monthly attendance . Go to Path Transaction > Attendance > Monthly Attendance 4. Validate Payprocessing Go to Path: Transaction > Payprocessing - Payroll Processing. Click here Pay Processing Then select validation from the validation picklist. Then press Validate pay process button. Take the result and get it corrected. 5. Do the pay processing. Go to Path: Transaction > Pay processing > Payroll processing. Click here Pay Processing 6. Verify the details with salary register – To view the register Path: Reports > Registers > (Your Company Name) Salary Register. 7. If there is any mismatch undo the processing. Go to Path: transaction > Pay processing > Undo Payroll processing. Click here Undo Payroll Processing 8. Do the necessary correction. 9. Redo the processing Go to Path: Transaction > Pay processing > Payroll processingAfter pay processing
1. Take payslip. Go to Path : HRMS> Reports > Pay Registers > Pay slip configuration > Pay configuration wise 2. Take salary register. Go to Path: HRMS> Reports >(Your company name) Registers > SKF Registers – Salary Register 3. Do account posting. Go to Path: HRMS> Transaction > Pay processing> Payroll Account Posting 4. Take statutory reports. Go to Path: HRMS >Reports >Statutory Section 5. Take abstract reports. Go to Path: HRMS >Reports >Abstract SectionWhen transferring an employee from one organization unit to another
Before transferring employees from one organization unit to another organization unit
1. Remove Attendance Register which is after the transfer date 2. Close leave balance 3. Approve or reject the leave request 4. Process the salaryAfter Transferring the employees from one organization unit to another organization unit
1. Create new salary details 2. change pay configuration if needed 3. create a register 4. create leave creditRevisions
- July 15, 2021 @ 09:44:49 [Current Revision] by arul
- July 15, 2021 @ 09:44:49 by arul
- June 18, 2021 @ 09:29:49 [Autosave] by arul
- June 18, 2021 @ 09:23:29 by arul
- June 16, 2021 @ 10:31:09 by arul
- June 16, 2021 @ 10:11:00 by arul
- June 16, 2021 @ 10:04:29 by arul
- June 16, 2021 @ 09:40:59 by arul
- June 16, 2021 @ 09:25:59 by arul
- June 16, 2021 @ 09:22:04 by arul
- June 16, 2021 @ 09:18:29 by arul
- June 15, 2021 @ 11:56:09 by arul
- June 15, 2021 @ 11:55:24 by arul
- June 14, 2021 @ 11:41:57 by arul
- June 14, 2021 @ 11:33:38 by arul
- June 14, 2021 @ 11:04:55 by arul
- June 14, 2021 @ 11:02:28 by arul
- June 11, 2021 @ 06:11:34 by arul
- June 11, 2021 @ 06:10:55 by arul
- June 11, 2021 @ 06:06:12 by arul
- June 11, 2021 @ 06:04:32 by arul
- June 11, 2021 @ 05:30:25 by arul
- March 6, 2019 @ 08:29:27 by arul
- March 6, 2019 @ 08:28:26 by arul
- February 21, 2019 @ 06:19:36 by arul
- February 21, 2019 @ 05:55:23 by arul
- February 21, 2019 @ 05:52:35 by arul
- February 21, 2019 @ 05:31:06 by arul
- February 21, 2019 @ 05:09:18 by arul
- February 21, 2019 @ 05:06:18 by arul
Revision Differences
| March 6, 2019 @ 08:29:27 | Current Revision | ||
|---|---|---|---|
| Title | |||
| Deleted: Payroll Tasks | Added: Payroll Tasks to be done on a regular basis | ||
| Content | |||
|---|---|---|---|
| Deleted: <h2><strong>Before beginning of every year</strong></h2> | Added: <h2><strong>Before the beginning of every year</strong></h2> | ||
| Deleted: 1. Declare holiday in calendar – Go to Path: Administration-Master- Organization - Calendar | |||
| Deleted: 2. Connect calendar with organization unit - Go to Path: Administration-Master- Organization - OrganizationUnit | |||
| Deleted: 3. Create register - Go to Path: HRMS-Transactions – Attendance –Register Creation | |||
| Deleted: 4. Make leave opening details - Go to Path: HRMS-Transactions –Leave –Leave Credit | |||
| Added: 1. Declare holiday in the calendar – Path: Administration> Master>Organization>Calendar. Click here <a href="http:// help.goodbookserp.com/?p=13518" target="_blank" rel="noopener" >Calendar</a> | |||
| Added: 2. Connect calendar with organization unit - Path: Administration> Master>Organization> OrganizationUnit. Click here <a href="http:// help.goodbookserp.com/?p=2188" target="_blank" rel="noopener" >Organization Unit</a> | |||
| Added: 3. Create register - Path: HRMS>Transactions> Attendance>Register Creation. Click here <a href="http:// help.goodbookserp.com/?p=13675" target="_blank" rel="noopener">Register Creation</a> | |||
| Added: 4. Make leave opening details - Path: HRMS>Transactions> Leave>Leave Credit. Click here <a href="http:// help.goodbookserp.com/?p=1500" target="_blank" rel="noopener">Leave Credit Process</a> | |||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Deleted: <h2><strong>Before beginning of every month</strong></h2> | Added: <h2><strong>Before the beginning of every month</strong></h2> | ||
| Deleted: 1. Create Pay Period | Added: 1. Create Pay Period-Path: Master>Payroll settings>Pay Period. Click here <a href="https:/ /help.goodbookserp.com/ ?p=13675">Pay Period</a> | ||
| Deleted: 2. Create Register - Go to Path: Transaction > Attendance > Register creation | |||
| Added: 2. Create Register (staff and staffing)-Path: Transaction> Attendance>Register creation. Click here <a href="http:// help.goodbookserp.com/?p=13675" target="_blank" rel="noopener">Register Creation</a> | |||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>When a new employee is joining</strong></h2> | Unchanged: <h2><strong>When a new employee is joining</strong></h2> | ||
| Deleted: 1.Add employee in employee master and add address, contact, experience, salary, fixed other, Qualification, reference details | Added: 1.Add employee in employee master and add the address, contact, experience, salary, fixed other, Qualification, reference details | ||
| Deleted: <strong>Employee-> </strong>Path: HRMS-Master > Employee > Employee master | |||
| Deleted: <strong>Address -></strong> Select saved employee in Employee master. Click Address . Click + Sign . Select Address Type and add the address | |||
| Deleted: <strong>Contact -></strong> Select saved employee in) Employee master. Click Contact . Click + Sign and add the contact | |||
| Added: <strong>Employee - </strong>Path: HRMS>Master> Employee>Employee master. Click here <a href="http:// help.goodbookserp.com/?p=9651" target="_blank" rel="noopener">Employee Master</a> | |||
| Added: <strong>Address- (</strong>Select saved employee in)>Employee master. Click here <a href="http:// help.goodbookserp.com/?p=13777" target="_blank" rel="noopener">Employee Master-Contact</a> | |||
| Added: <strong>Contact -</strong> (Select saved employee in)>Employee master. Click here <a href="http:// help.goodbookserp.com/?p=13682" target="_blank" rel="noopener">Contact Details</a>. | |||
| Added: <strong>Experience</strong> - Path: HRMS>Master> Employee>Employee Experience. Click here <a href="http:// help.goodbookserp.com/?p=1298" target="_blank" rel="noopener">Employee Experience</a> | |||
| Added: <strong>Qualification </strong>- Path: HRMS>Master> Employee>Employee Qualification. Click here <a href="http:// help.goodbookserp.com/?p=1325" target="_blank" rel="noopener">Employee Qualification</a> | |||
| Added: <strong>For Staff</strong> | |||
| Added: <strong>Salary - </strong>Path: HRMS>Transaction>Pay Revision>Single employee. Click here <a href="http:// help.goodbookserp.com/?p=1474" target="_blank" rel="noopener">Single Employee</a> | |||
| Deleted: <strong>Experience</strong> -> Path: HRMS-Master > Employee > Employee Experience | Added: <strong>For Staffing and Security people</strong> | ||
| Deleted: <strong>Qualification< /strong>-> Path: HRMS-Master > Employee > Employee Qualification | |||
| Deleted: <strong>Salary - ></strong> Path: HRMS - Transaction > Pay Revision > Single employee | |||
| Added: <strong>Wage Rule</strong>-Path: HRMS>Master>Addition Deduction >Wage Rule. Click here <a href="http:// help.goodbookserp.com/?p=14280" target="_blank" rel="noopener">Wage Rule</a> | |||
| Added: | |||
| Deleted: | Added: 2. Map shift pattern with the employee. Path: Master>Attendance>Employee shift pattern. Click here | ||
| Deleted: 3. Create register (daily attendance). Go to Path: Transaction > Attendance > Register creation | |||
| Added: 3. Create register (daily attendance). Path: Transaction> Attendance>Register creation. Click here <a href="http:// help.goodbookserp.com/?p=13675" target="_blank" rel="noopener">Register Creation</a> | |||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>When an employee is resigning</strong></h2> | Unchanged: <h2><strong>When an employee is resigning</strong></h2> | ||
| Deleted: 1. Make entry in separation screen. | Added: 1. Make an entry in the separation screen. Path: HRMS>Transactions>Separation. Click here <a href="http:// help.goodbookserp.com/?p=1441" target="_blank" rel="noopener" >Separation</a> | ||
| Deleted: 2. Close advance if pending. | Added: 2. Close advance if pending. Path: HRMS>Transactions> Advance>Advance Repayment. Click here <a href="http:// help.goodbookserp.com/?p=1495" target="_blank" rel="noopener">Advance Repayment</a> | ||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>When salary revision</strong></h2> | Unchanged: <h2><strong>When salary revision</strong></h2> | ||
| Deleted: 1. Make entry in salary revision screen Go to Path: HRMS-Transaction > Pay Revision > Single employee | |||
| Added: 1. Make an entry in the salary revision screen - Path: HRMS>Transaction>Pay Revision>Single employee. Click here <a href="http:// help.goodbookserp.com/?p=1474" target="_blank" rel="noopener">Single Employee</a> | |||
| Deleted: 2. Make entry in fixed others screen (if required) | Added: 2. Make an entry in fixed others screen (if required) - Path: HRMS>transaction>Fixed others. Click here | ||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>Daily Activity</strong></h2> | Unchanged: <h2><strong>Daily Activity</strong></h2> | ||
| Deleted: 1. Update leave request details. Go to Path: HRMS- Transactions > Leave – Leave /On duty application | |||
| Added: 1. Update leave request details - Path: HRMS>Transactions> Leave>Leave/On duty application. Click here <a href="http:// help.goodbookserp.com/?p=1497" target="_blank" rel="noopener">Leave/On Duty Application</a> | |||
| Added: 2. Update punch details (If the punch is manual) - Path: HRMS>Transactions> Attendance>Attendance Adjustment Entry. Click here <a href="http:// help.goodbookserp.com/?p=13590" target="_blank" rel="noopener">Attendance Adjustment Entry</a> | |||
| Deleted: 2. Update punch details (If punch is manual) Go to Path: HRMS- Transactions > Attendance – Attendance Adjustment Entry | Added: 3. Update time slip details - Path: HRMS>Transactions> Attendance>Timeslip. Click here <a href="http:// help.goodbookserp.com/?p=13627" target="_blank" rel="noopener">Time Slip</a> | ||
| Deleted: 3. Update time slip details. Go to Path: HRMS- Transactions > Attendance – Timeslip | |||
| Unchanged: 4. Update overtime details. Go to Path: HRMS- Transactions > Attendance – Overtime Entry | Unchanged: 4. Update overtime details. Go to Path: HRMS- Transactions > Attendance – Overtime Entry | ||
| Deleted: 5. Update advance details. Go to Path: HRMS- Transactions > Advance- Advance Payment. | Added: 5. Update advance details. Go to Path: HRMS- Transactions > Advance- Advance Payment. Click here <a href="http:// help.goodbookserp.com/?p=13632" target="_blank" rel="noopener">Advance Payment</a> | ||
| Unchanged: 6. Bulk load and save attendance details. Go to Path: HRMS- Transactions > Attendance – Daily Attendance | Unchanged: 6. Bulk load and save attendance details. Go to Path: HRMS- Transactions > Attendance – Daily Attendance | ||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>At the time pay processing</strong></h2> | Unchanged: <h2><strong>At the time pay processing</strong></h2> | ||
| Unchanged: 1. Add periodic entry (fine, tds and etc). Path: Transaction > Periodic > Multiple employee | Unchanged: 1. Add periodic entry (fine, tds and etc). Path: Transaction > Periodic > Multiple employee | ||
| Unchanged: 2. Add Advance Entry (if any) . Go to Path: Transaction > Advance > Advance Payment | Unchanged: 2. Add Advance Entry (if any) . Go to Path: Transaction > Advance > Advance Payment | ||
| Unchanged: 3. If you company has Monthly attendance type . Then make entry in Monthly attendance . Go to Path Transaction > Attendance > Monthly Attendance | Unchanged: 3. If you company has Monthly attendance type . Then make entry in Monthly attendance . Go to Path Transaction > Attendance > Monthly Attendance | ||
| Added: 4. Validate Payprocessing Go to Path: Transaction > Payprocessing - Payroll Processing. Click here <a href="http:// help.goodbookserp.com/?p=2009" target="_blank" rel="noopener">Pay Processing</a> | |||
| Deleted: | Added: Then select validation from the validation picklist. Then press Validate pay process button. Take the result and get it corrected. | ||
| Deleted: 5. Do the pay processing. Go to Path: Transaction > Pay processing > Payroll processing | |||
| Added: 5. Do the pay processing. Go to Path: Transaction > Pay processing > Payroll processing. Click here <a href="http:// help.goodbookserp.com/?p=2009" target="_blank" rel="noopener">Pay Processing</a> | |||
| Unchanged: 6. Verify the details with salary register – To view the register Path: Reports > Registers > (Your Company Name) Salary Register. | Unchanged: 6. Verify the details with salary register – To view the register Path: Reports > Registers > (Your Company Name) Salary Register. | ||
| Deleted: 7. If there is any mismatch undo the processing. Go to Path: transaction > Pay processing > Undo Payroll | Added: 7. If there is any mismatch undo the processing. Go to Path: transaction > Pay processing > Undo Payroll processing. Click here <a href="http:// help.goodbookserp.com/?p=8842" target="_blank" rel="noopener">Undo Payroll Processing</a> | ||
| Unchanged: 8. Do the necessary correction. | Unchanged: 8. Do the necessary correction. | ||
| Unchanged: 9. Redo the processing Go to Path: Transaction > Pay processing > Payroll processing | Unchanged: 9. Redo the processing Go to Path: Transaction > Pay processing > Payroll processing | ||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Unchanged: <h2><strong>After pay processing</strong></h2> | Unchanged: <h2><strong>After pay processing</strong></h2> | ||
| Unchanged: 1. Take payslip. Go to Path : HRMS> Reports > Pay Registers > Pay slip configuration > Pay configuration wise | Unchanged: 1. Take payslip. Go to Path : HRMS> Reports > Pay Registers > Pay slip configuration > Pay configuration wise | ||
| Unchanged: 2. Take salary register. Go to Path: HRMS> Reports >(Your company name) Registers > SKF Registers – Salary Register | Unchanged: 2. Take salary register. Go to Path: HRMS> Reports >(Your company name) Registers > SKF Registers – Salary Register | ||
| Unchanged: 3. Do account posting. Go to Path: HRMS> Transaction > Pay processing> Payroll Account Posting | Unchanged: 3. Do account posting. Go to Path: HRMS> Transaction > Pay processing> Payroll Account Posting | ||
| Unchanged: 4. Take statutory reports. Go to Path: HRMS >Reports >Statutory Section | Unchanged: 4. Take statutory reports. Go to Path: HRMS >Reports >Statutory Section | ||
| Unchanged: 5. Take abstract reports. Go to Path: HRMS >Reports >Abstract Section | Unchanged: 5. Take abstract reports. Go to Path: HRMS >Reports >Abstract Section | ||
| Unchanged: <hr /> | Unchanged: <hr /> | ||
| Deleted: <h2><strong>When transferring employee from one organization unit to another</strong></h2> | Added: <h2><strong>When transferring an employee from one organization unit to another</strong></h2> | ||
| Deleted: <h4><strong>Before transferring employees from one organization unit to | Added: <h4><strong>Before transferring employees from one organization unit to another organization unit</strong></h4> | ||
| Deleted: 1. Remove | Added: 1. Remove Attendance Register which is after the transfer date | ||
| Unchanged: 2. Close leave balance | Unchanged: 2. Close leave balance | ||
| Deleted: 3. Approve or reject leave request | Added: 3. Approve or reject the leave request | ||
| Unchanged: 4. Process the salary | Unchanged: 4. Process the salary | ||
| Deleted: <h4><strong>After Transferring the employees from one organization unit to | Added: <h4><strong>After Transferring the employees from one organization unit to another organization unit</strong></h4> | ||
| Unchanged: 1. Create new salary details | Unchanged: 1. Create new salary details | ||
| Deleted: 2. change | Added: 2. change pay configuration if needed | ||
| Deleted: 3. create register | Added: 3. create a register | ||
| Unchanged: 4. create leave credit | Unchanged: 4. create leave credit | ||
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