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The Payroll module enables users to efficiently manage employee payroll, generate payroll entries, and handle payroll-related actions with filtering and search capabilities. This guide outlines the core functionalities and steps to use the Payroll module effectively.
Accessing Payroll Module
Navigate to the Payroll section from the main menu.
Payroll listing page will appear :
Generating Payroll
Steps to Generate Payroll:
Select the year, salary cycle (e.g., Monthly), and specific month from the top filter options.
Use the checkboxes to include additional parameters:
Include Expense Claims
Add Timelogs to Salary
Use Attendance
Choose the Department (e.g., C-Suite) and an employee from the dropdown menu.
Click Generate to process payroll for the selected criteria.
Notes:
Ensure all necessary data, like expense claims and attendance logs, are updated before generation.
Payroll entries generated are listed in the Payroll Listing below the generation interface.
Payroll Listing
The Payroll Listing table displays payroll records with the following columns:
Name: Employee's full name.
Net Salary: The calculated net salary amount.
CTC: Cost to the company for the employee.
Duration: The payroll cycle duration (e.g., 2024-12-01 to 2024-12-31).
Paid On: Date when the payroll was processed.
Status: Current status of the payroll record (e.g., Generated).
Use pagination controls to navigate through records.
Filter and Search
Apply filters to refine payroll records:
Year: Filter records by year.
Salary Cycle: Narrow results by Monthly or other cycles.
Employee: Search payroll records by employee name.
Use the search bar for keyword-specific searches across payroll records.
Action Items: View, Edit, Delete
View Details:
Click on the Action menu and select View.
Review all payroll details, including components like expenses and timelogs.
Edit Payroll:
Choose Edit from the Action menu.
Update payroll data as needed, then save changes.
Delete Payroll:
Select Delete from the Action menu.
Confirm the deletion to permanently remove the payroll record.
FAQs
Why can’t I see payroll records for certain employees?
Ensure the employee has been added to the selected department and payroll cycle.
What happens when I delete a payroll record?
Deleted records cannot be recovered. Double-check before confirming deletion.
Best Practices
Verify all employee details, including expenses and timelogs, before generating payroll.
Regularly export payroll records for backup and auditing purposes.
Utilize filters and search to quickly access specific records.
Need Help?
For further assistance, contact our support team at support@projeni.com.
