Payroll

Payroll Flow Chart



Flow Chart

Introduction



Overview :

Payroll Window is used to Calculate the payroll Amount for the Employees.

Business Case :

In a organization the Payroll is used to Prepare the over all Employee pay Amount based on their Attendance .It will show over all Pay head Amounts and leaves.Tabs



Payroll header



Critical Fields :

1.Employee : Name of the Employee

2.Department  : Department will be fetched automatically

3.Position : Position will be fetched automatically

4.Valid from: To select the start date

5.Valid to:To select the end date

6.Period: To select the month

7.Business partner group: It will shows the BP Group

8. Employees / vendor:this field used for payroll documentation working employee updating purpose

9.Employees / vendor location:to select the location

10.Currency : Multiple currency support for this field, to choose which currency you need13.Net Pay : It will shows the nat pay of the employee12.Payroll Process : While selecting this will process the payroll13.Reset Payroll : While Selecting will reset the existing record in payroll only if in draft or inprogress stage.

Critical & onetime setup fields :

1.Organization:This Field is used to select the organization

2.Target Document Type- This Field is used to select the type of the document that you are going to process

Non-Critical Fields :

Zoom condition’s :

Customization :

Payroll detail



Note: Once Payroll document is prepared above mention (attached the screen shot) fields are update automatically ,This fields are update read only Payroll detail salary heads



Note : Salary heads details update automatically when payroll document is preparing stage

Payroll detail attendence



Note : This tab is updating for after payroll document preparing stage

1.Customized days:

2. Worked days: How many days working for employee

3.Working days:This field update based on HR calender

4.OT

Payroll detail leave



Critical Fields

Critical & onetime setup fields

Non-Critical Fields

1.Leave limit: How many days leave available in yearly

2.consumed leave :Month wise leave consumed details update in this field

3.Balance leave

Zoom condition’s

Customization

Payroll detail employee



Note: once payroll document is preparing  this tab is update automatically ,in this tab working based on salary heads master data Payroll related documents



Critical Fields

Critical & onetime setup fields

Non-Critical Fields

Zoom condition’s

Customization

Payroll additional pay heads



Critical Fields :

Amount : This Field is used to give a Amount for the mentioned rule type, This could be a Integer.

Critical & onetime setup fields :

Rule Type : This Field is used to select the Additional Rule Type name in the Window, It is a Separate Master window .

Employee : Employee Field is used to select the Particular Employee name for this transaction, The names are came from employee master .

Non-Critical Fields :

Zoom condition’s :

Customization :

Exclude Employee

Description :Using this Subtab we can exclude employee from payroll, So while running payroll if we want to exclude an employee we can use this tab to exclude employee.CRITICAL FIELDS:1. Business Partner : We can select the employee name to exclude from payroll process2. Description : We can maintain the reason for Exclude, This is for reference.Document Actions



Validation

Save :

1.System will check the all mandatory fields

Delete :

1.System will delete the Document and its history details

Document action prepare :

1.System will check the period details and master data's checking

Document action complete :

1.Once document action is complete ,all fields are update in read only

Document action void/reverse correct actual :

1.Void- system will reverse all the transaction data's and change the document status to Void

Document action close :

1.system will check whether all the activity for the document is completed and change the Document status to close.

Delete



Process



Payroll Process

1) Payroll Process : It is used to process the payroll process document2) E Mail Payslip : Used to Send a mail to pdf format.3) Document Action : It is Used to Prepare and Complete the Document.Reports



Reports

Sr.No

Report Name

Report Purpose

1

Payroll Report-SQL Report

In this report HR can get the Particular Employee Pay heads for the Particular Month. It will Give All the Payroll Details.

2

Paysheet Template

This Report is also used to view the Payroll details of the Employee  Against Particular Payroll in PDF Format.

Videos



Payroll Videos