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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

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