Payroll

Calculating salaries by hand is slow and error-prone, and the community edition has no payroll app. This module provides salary structures, rule categories, contract allowances, payslips, batches, contribution registers and printable reports. It builds on Employees, Contracts and Time Off, and posts through Accounting when enabled. Payroll officers compute and pay salaries consistently, and employees receive payslips.

1. 1

   Configure structures and rules

   Under Payroll > Configuration the user defines salary structures with parent and child structures, salary rule categories (Basic, Allowance, Gross, Deduction, Net), rules with codes and conditions, and contribution registers.

   • Menu: Salary Structures, Rule Categories
   • Fields: Reference, Company, Parent, Rules
   • Demo rules included
2. 2

   Define contract pay data

   On the employee contract the user selects the Salary Structure, pay schedule and allowances such as HRA, travel allowance and DA.

   • Field: Salary Structure
   • Field: Scheduled Pay
   • Allowance fields
3. 3

   Create a payslip

   From Payroll > Employee Payslips the user creates a payslip with employee, period dates and structure. Clicking Compute Sheet fills the payslip lines from the rules.

   • Fields: Employee, Date From, Date To, Structure
   • Reference number by sequence
   • Worked days and inputs
4. 4

   Generate payslips in bulk

   The Generate Payslips wizard (hr.payslip.employees) takes several employees and creates their payslips, raising an error if none is selected. A batch (payslip run) groups them.

   • Button: Generate
   • Batch of payslips
   • Select employees
5. 5

   Follow the payslip workflow

   A payslip moves through Draft, Waiting, Done and Rejected. Confirming sets Done, and Cancel sets Rejected; refund creates a reversing slip.

   • Statuses: Draft, Waiting, Done, Rejected
   • Chatter tracking
   • Refund option
6. 6

   Track leaves and inputs

   Time Off types get a code so leaves are counted in worked days. Extra inputs such as bonuses are added on the payslip.

   • Field: code on time off type
   • Other inputs
   • Employee payslip count smart button
7. 7

   Print payslips and reports

   Reports include the Payslip, Payslip Details and Contribution Register. The wizard Payslip Lines by Contribution Registers asks for date range then prints.

   • Button: Print
   • Date From / Date To required
   • PDF reports
8. 8

   Email payslips and control access

   A mail template sends the payslip to the employee. Groups Officer and Manager plus record rules control who sees which payslips.

   • Template: payslip email
   • Groups: Payroll Officer, Payroll Manager
   • Record rules

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