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You are viewing an old revision of this post, from June 16, 2021 @ 09:18:29. See below for differences between this version and the current revision.

Payroll Tasks to be done on a regular basis

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 Process

Before 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 Creation

When 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 Creation

When 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 Repayment

When 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 here

Daily 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 Attendance

At 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 processing

After 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 Section

When 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 salary

After 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 credit

Revisions

Revision Differences

June 16, 2021 @ 09:18:29Current Revision
Content
Unchanged: <h2><strong>Before the beginning of every year</strong></h2>Unchanged: <h2><strong>Before the beginning of every year</strong></h2>
Deleted: 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: 1. Declare holiday in the calendar – Path: Administration&gt; Master&gt;Organization&gt;Calendar. Click here <a href="http:// help.goodbookserp.com/?p=13518" target="_blank" rel="noopener" >Calendar</a>
Deleted: 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: 2. Connect calendar with organization unit - Path: Administration&gt; Master&gt;Organization&gt; OrganizationUnit. Click here <a href="http:// help.goodbookserp.com/?p=2188" target="_blank" rel="noopener" >Organization Unit</a>
Deleted: 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: 3. Create register - Path: HRMS&gt;Transactions&gt; Attendance&gt;Register Creation. Click here <a href="http:// help.goodbookserp.com/?p=13675" target="_blank" rel="noopener">Register Creation</a>
Deleted: 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> Added: 4. Make leave opening details - Path: HRMS&gt;Transactions&gt; Leave&gt;Leave Credit. Click here <a href="http:// help.goodbookserp.com/?p=1500" target="_blank" rel="noopener">Leave Credit Process</a>
Unchanged: <hr />Unchanged: <hr />
Unchanged: <h2><strong>Before the beginning of every month</strong></h2>Unchanged: <h2><strong>Before the beginning of every month</strong></h2>
Deleted: 1. Create Pay Period  - Path: Master-Payroll settings-Pay Period. Click here <a href="http:// help.goodbookserp.com/?p=1520" target="_blank" rel="noopener">Pay Period</a> Added: 1. Create Pay Period-Path: Master&gt;Payroll settings&gt;Pay Period. Click here <a href="https:/ /help.goodbookserp.com/ ?p=13675">Pay Period</a>
Deleted: 2. Create Register  - Path: Transaction-Attendance-Register creation. Click here <a href="http:// help.goodbookserp.com/?p=13675" target="_blank" rel="noopener">Register Creation</a> Added: 2. Create Register (staff and staffing)-Path: Transaction&gt; Attendance&gt;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>
Unchanged: 1.Add employee in employee master and add the address, contact, experience, salary, fixed other, Qualification, reference detailsUnchanged: 1.Add employee in employee master and add the address, contact, experience, salary, fixed other, Qualification, reference details
Deleted: <strong>Employee-&gt; </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>Employee - </strong>Path: HRMS&gt;Master&gt; Employee&gt;Employee master. Click here <a href="http:// help.goodbookserp.com/?p=9651" target="_blank" rel="noopener">Employee Master</a>
Deleted: <strong>Address -&gt;</strong> Select saved employee in Employee master. Click here 
 Added: <strong>Address- (</strong>Select saved employee in)&gt;Employee master. Click here <a href="http:// help.goodbookserp.com/?p=13777" target="_blank" rel="noopener">Employee Master-Contact</a>
Deleted: <strong>Contact -&gt;</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>Contact -</strong> (Select saved employee in)&gt;Employee master.  Click here <a href="http:// help.goodbookserp.com/?p=13682" target="_blank" rel="noopener">Contact Details</a>.
Deleted: <strong>Experience</strong>  -&gt;  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>Experience</strong> - Path: HRMS&gt;Master&gt; Employee&gt;Employee Experience. Click here <a href="http:// help.goodbookserp.com/?p=1298" target="_blank" rel="noopener">Employee Experience</a>
Deleted: <strong>Qualification< /strong>-&gt;  Path: HRMS-Master &gt; Employee &gt; Employee Qualification 
 Added: <strong>Qualification </strong>- Path: HRMS&gt;Master&gt; Employee&gt;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&gt;Transaction&gt;Pay Revision&gt;Single employee. Click here <a href="http:// help.goodbookserp.com/?p=1474" target="_blank" rel="noopener">Single Employee</a>
Deleted: <strong>Salary- </strong>Path: HRMS-Transaction-Pay Revision &gt; Single employeeAdded: <strong>For Staffing and Security people</strong>
 Added: <strong>Wage Rule</strong>-Path: HRMS&gt;Master&gt;Addition Deduction &gt;Wage Rule. Click here <a href="http:// help.goodbookserp.com/?p=14280" target="_blank" rel="noopener">Wage Rule</a>
 Added: &nbsp;
Deleted: 2. Map shift pattern with the employee. Path: Master-Attendance-Employee shift pattern. Click here Added: 2. Map shift pattern with the employee. Path: Master&gt;Attendance&gt;Employee shift pattern. Click here
Deleted: 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> Added: 3. Create register (daily attendance). Path: Transaction&gt; Attendance&gt;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 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> Added: 1. Make an entry in the separation screen. Path: HRMS&gt;Transactions&gt;Separation. Click here <a href="http:// help.goodbookserp.com/?p=1441" target="_blank" rel="noopener" >Separation</a>
Deleted: 2. Close advance if pending. Go to Path: HRMS- Transactions &gt; Advance- Advance Repayment 
 Added: 2. Close advance if pending. Path: HRMS&gt;Transactions&gt; Advance&gt;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 &gt; Pay Revision &gt; Single employee 
 Added: 1. Make an entry in the salary revision screen - Path: HRMS&gt;Transaction&gt;Pay Revision&gt;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). Go to Path: HRMS -transaction &gt; Fixed others Added: 2. Make an entry in fixed others screen (if required) - Path: HRMS&gt;transaction&gt;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 &gt; Leave – Leave /On duty application 
 Added: 1. Update leave request details - Path: HRMS&gt;Transactions&gt; Leave&gt;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&gt;Transactions&gt; Attendance&gt;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 &gt; Attendance – Attendance Adjustment EntryAdded: 3. Update time slip details - Path: HRMS&gt;Transactions&gt; Attendance&gt;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 &gt; Attendance – Timeslip 
Unchanged: 4. Update overtime details. Go to Path: HRMS- Transactions &gt; Attendance – Overtime EntryUnchanged: 4. Update overtime details. Go to Path: HRMS- Transactions &gt; Attendance – Overtime Entry
Deleted: 5. Update advance details. Go to Path: HRMS- Transactions &gt; Advance- Advance Payment. Added: 5. Update advance details. Go to Path: HRMS- Transactions &gt; 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 &gt; Attendance – Daily AttendanceUnchanged: 6. Bulk load and save attendance details. Go to Path: HRMS- Transactions &gt; 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 &gt; Periodic &gt; Multiple employeeUnchanged: 1. Add periodic entry (fine, tds and etc). Path: Transaction &gt; Periodic &gt; Multiple employee
Unchanged: 2. Add Advance Entry (if any) . Go to Path: Transaction &gt; Advance &gt; Advance PaymentUnchanged: 2. Add Advance Entry (if any) . Go to Path: Transaction &gt; Advance &gt; Advance Payment
Unchanged: 3. If you company has Monthly attendance type . Then make entry in Monthly attendance . Go to Path Transaction &gt; Attendance &gt; Monthly AttendanceUnchanged: 3. If you company has Monthly attendance type . Then make entry in Monthly attendance . Go to Path Transaction &gt; Attendance &gt; Monthly Attendance
 Added: 4. Validate Payprocessing  Go to Path: Transaction &gt; Payprocessing - Payroll Processing. Click here <a href="http:// help.goodbookserp.com/?p=2009" target="_blank" rel="noopener">Pay Processing</a>
Deleted: 4. Validate Payprocessing  Go to Path: Transaction &gt; Payprocessing - Payroll Processing.  Then select validation from validation picklist. Then press Validate payprocess button. Take the result and get it corrected. 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 &gt; Pay processing &gt; Payroll processing 
 Added: 5. Do the pay processing. Go to Path: Transaction &gt; Pay processing &gt; 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 &gt; Registers &gt; (Your Company Name) Salary Register.Unchanged: 6. Verify the details with salary register – To view the register Path: Reports &gt; Registers &gt; (Your Company Name) Salary Register.
Deleted: 7. If there is any mismatch undo the processing. Go to Path: transaction &gt; Pay processing &gt; Undo Payroll Pay processing Added: 7. If there is any mismatch undo the processing. Go to Path: transaction &gt; Pay processing &gt; 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 &gt; Pay processing &gt; Payroll processingUnchanged: 9. Redo the processing Go to Path: Transaction &gt; Pay processing &gt; 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&gt; Reports &gt; Pay Registers &gt; Pay slip configuration &gt; Pay      configuration wiseUnchanged: 1. Take payslip. Go to Path :  HRMS&gt; Reports &gt; Pay Registers &gt; Pay slip configuration &gt; Pay      configuration wise
Unchanged: 2. Take salary register. Go to Path: HRMS&gt; Reports &gt;(Your company name) Registers &gt; SKF Registers – Salary RegisterUnchanged: 2. Take salary register. Go to Path: HRMS&gt; Reports &gt;(Your company name) Registers &gt; SKF Registers – Salary Register
Unchanged: 3. Do account posting. Go to Path: HRMS&gt; Transaction &gt; Pay processing&gt; Payroll Account PostingUnchanged: 3. Do account posting. Go to Path: HRMS&gt; Transaction &gt; Pay processing&gt; Payroll Account Posting
Unchanged: 4. Take statutory reports.  Go to Path: HRMS &gt;Reports &gt;Statutory  SectionUnchanged: 4. Take statutory reports.  Go to Path: HRMS &gt;Reports &gt;Statutory  Section
Unchanged: 5. Take abstract reports. Go to Path: HRMS &gt;Reports &gt;Abstract SectionUnchanged: 5. Take abstract reports. Go to Path: HRMS &gt;Reports &gt;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 other organization unit</strong></h4> Added: <h4><strong>Before transferring employees from one organization unit to another organization unit</strong></h4>
Deleted: 1. Remove Attenance Register which is after transfer date Added: 1. Remove Attendance Register which is after the transfer date
Unchanged: 2. Close leave balanceUnchanged: 2. Close leave balance
Deleted: 3. Approve or reject leave request Added: 3. Approve or reject the leave request
Unchanged: 4. Process the salaryUnchanged: 4. Process the salary
Deleted: <h4><strong>After Transferring the employees from one organization unit to other organization unit</strong></h4> Added: <h4><strong>After Transferring the employees from one organization unit to another organization unit</strong></h4>
Unchanged: 1. Create new salary detailsUnchanged: 1. Create new salary details
Deleted: 2. change payconfiguration if needed Added: 2. change pay configuration if needed
Deleted: 3. create register Added: 3. create a register
Unchanged: 4. create leave creditUnchanged: 4. create leave credit

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