HR Payroll

Companies on the community edition need a full payroll engine. This module provides salary structures, rule categories, salary rules with Python conditions, contribution registers, payslips and batches. It extends Contracts and Time Off and adds allowances to the contract. The benefit is a complete monthly payroll with printable payslips.

1. 1

   Configure rule categories

   Salary Rule Categories such as Basic, Allowance, Gross, Deduction, Net and Company Contribution are seeded. Each has a code and optional parent. A constraint blocks recursive parents.

   • Fields: Name, Code, Parent
   • Seed categories included
2. 2

   Create salary rules

   A rule has a code, category, sequence, a condition (always, range or Python) and an amount (fixed, percentage or Python). Rules can have child rules, inputs and a contribution register. Errors are raised when the code is invalid.

   • Fields: Condition, Amount type, Percentage
   • Tabs: General, Child Rules, Inputs
3. 3

   Build salary structures

   A structure groups rules on the Salary Rules tab and may have a parent structure. It is chosen on the contract. Demo structures such as Marketing Executive show the pattern.

   • Field: parent_id, rule_ids
   • Menu: Salary Structures
4. 4

   Add allowances on the contract

   The contract form gets Monthly Advantages in Cash with HRA, DA, Travel, Meal, Medical and Other allowances plus a structure and pay schedule. Advantage templates define bounds and defaults. These values feed the salary rules.

   • Fields: HRA, DA, Travel, Meal, Medical, Other
   • Model: hr.contract.advantage.template
5. 5

   Generate and compute payslips

   HR opens Employee Payslips or uses Generate Payslips for selected employees in a batch. Compute Sheet fills worked days, inputs and lines. The date range is validated.

   • Button: Compute Sheet
   • Wizard: hr.payslip.employees
6. 6

   Confirm, refund or cancel

   The payslip form has Confirm, Refund, Set to Draft and Cancel Payslip buttons. Refund creates a credit note payslip. Confirmation locks the amounts.

   • Buttons: Confirm, Refund, Set to Draft, Cancel Payslip
   • State field
7. 7

   Process batches

   Payslip Batches group payslips by period with Validate and Set to Draft buttons. A batch can be closed after validation. The batch list has kanban and search filters.

   • Buttons: Validate, Set to Draft
   • Filters: Draft, Done
8. 8

   Print reports and set access

   Reports include Payslip Report, Payslip Details Report and Contribution Register PDF. Groups Officer and Manager control access and record rules limit payslips. A multi-company rule applies.

   • Groups: Officer, Manager
   • Three PDF reports

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