Summary "Payroll"

login from Admin Click on "Payroll" from" Other Modules"

Step 1 Add First Time Salary

1.1 Now click on basic salary appearing on top left & select employee & Press 'load' 1.2 On pressing " Load" a tab " Add first time salary" will appear 1.3 On clicking " Add first time salary" a mini box will appear on your screen, fill following details in that mini box: Employee, Amount of Basic Salary, Unit of basic salary, Implementation date and then Press " Save"

Step 2 Add cash benefits

2.1 Click on "Employee wise benefit in cash" 2.2 You can add type of cash benefits by clicking on " Cash benefit type" and then press "New" 2.3 After clicking on "new", a mini box will appear Now you have to enter benefit name, and then choose whether its reimbursement based or not 2.4 when you move your cursor to this mini question mark, this will tell you about "Reimbursement" eg: if you select " Yes" here then employees will be only eligible for this benefit if they actually made this expense. You can add different types of "Cash benefit" here with same steps. 2.5 5-now click on "Cash Benefit" and hit on " New" button 2.6 6- Now a mini tab will appear on your screen. 2.6.1 First of all load relevant employee to whom you are giving this benefit. 2.6.2.1 If you Click " No" on " Is Variable" then maximum amount that is written in " Amount limit" will reflect in salary sheet. 2.6.2.2 If you click "Yes" on "Is variable" then above selected employee will be only eligible to the actual amount of expense. In this case an entry should be made in "Reimbursement benefit and Allowance" of actual amount, then this actual amount will reflect in salary sheet. Detail Explanation is in step 4. 2.6.3 You have to decided whether this benefit is related to attendance o not, if you click "yes" on "Is attendance related" then above selected employee will be eligible to the amount of benefit calculated by software on "pro rata basis". 2.6.4 select " benefit" in benefit name, which cash benefit is giving to above selected employee. 2.6.5 select benefit unit here. Eg is this benefit monthly basis, daily basis , hourly basis etc. 2.6.6 Decide "Amount Limit" of this benefit or %age of basic salary. You have to choose one from these two options 2.6.7 Now select whether this benefit is related to stay with company n not. If you click ""yes" then employee will be only eligible for this benefit till their employment. 2.6.8 Now enter implementation date of this benefit. From this date affect of this benefit will show in salary sheet of this aboove selected employee. 2.6.8 Now enter implementation date of this benefit. From this date affect of this benefit will show in salary sheet of this aboove selected employee.

Step 3 Add Kind benefits

3.1 Click on "Employee wise benefit in Kind" 2.2 You can add type of kind benefits by clicking on " Kind benefit type" and then press "New" 2.3 After clicking on "new", a mini box will appear, Now you have to enter benefit name, and then choose whether its reimbursement based or not 2.4 when you move your cursor to this mini question mark, this will tell you about "Reimbursement" eg: if you select " Yes" here then employees will be only eligible for this benefit if they actually made this expense. You can add different types of "Cash benefit" here with same steps. 2.5 5-now click on "kind Benefit" and hit on " New" button 2.6 6- Now a mini tab will appear on your screen. 2.6.1 First of all load relevant employee to whom you are giving this benefit. 2.6.2.1 If you Click " No" on " Is Variable" then maximum amount that is written in " Amount limit" will reflect in salary sheet. 2.6.2.2 If you click "Yes" on "Is variable" then above selected employee will be only eligible to the actual amount of expense. In this case an entry should be made in "Reimbursement benefit and Allowance" of actual amount, then this actual amount will reflect in salary sheet. Detail Explanation is in step 4. 2.6.3 You have to decided whether this benefit is related to attendance o not, if you click "yes" on "Is attendance related" then above selected employee will be eligible to the amount of benefit calculated by software on "pro rata basis". Eg Employee's attendance is marked only for 15 days then calculation of this benefit will be (Amount Limit*(15/Total number of Working days in a month)). 2.6.4 select " benefit" in benefit name, which kind benefit is giving to above selected employee. 2.6.5 select benefit unit here. Eg is this benefit monthly basis, daily basis , hourly basis etc. 2.6.6 Decide "Amount Limit" of this benefit or %age of basic salary. You have to choose one from these two options 2.6.7 Now select whether this benefit is related to stay with company n not. If you click ""yes" then employee will be only eligible for this benefit till their employment. 2.6.8 Now enter implementation date of this benefit. From this date affect of this benefit will show in salary sheet of this aboove selected employee. 2.6.8 Now enter implementation date of this benefit. From this date affect of this benefit will show in salary sheet of this aboove selected employee.

Step 4 Reimbursement benefits and Allowances:

Note: This Tab is only relevant in case you select " Yes" on " is variable" in step 2 or step 3, in this specific case amount entered below will be reflected in salary sheet.

4.1 Click on "Reimbursement benefits and allowances 4.2 Now click on "new" button 4.2.1 Load specific employee 4.2.2 select specific " Benefit name" 4.2.3 Select specific Month 4.2.4 Remaining limit will appear from " Maximum Amount Limit' set at step 2 or Step 3 4.2.5 Now select number of days 4.2.6 Now enter amount, maximum amount that can be selected will be amount showing in " Remaining amount" box. 4.2.7 You have to select " is cash disbursed" or not, if you select " yes" on " Is Cash disbursed" and select yes on " is self" as well, then this amount will be added to " Cost to the company" but considered paid. 4.2.8 You can add remarks, if you want to add ay. 4.2.9 Now hit save button.

Step 5- Deduction

5.1 Click on " Deduction Policy" 5.2 Press new and then load " Employee Id" 5.3 Add all info eg: 5.3.1 Add amount of deduction or %age of basic salary for deduction. 5.3.2 Decide,whether this benefit is related to stay with the company or not. If you select " yes" then employee will only eligible for this benefit till their employment tenure. 5.3.3 Select benefit name. 5.34 Enter " Implementation date" , affect of this benefit will reflect in salary sheet from this date. 5.3.5 Hit save

Step 6 Salary Sheet:

Monthly Salary Sheet:

6.1 Click on salary sheet and then "Monthly Salary Sheet" 6.2 You have to decide whether you want to upload single employee salary sheet or All employees salary sheet. If you click on " Employee wise" this will load this specific employee's salary sheet. 6.2.1 For Single Employee Salary Sheet: 6.2.1.1 Click on "Employee wise" 6.2.1.2 Load that specific employee 6.2.1.3 Select relevant month 6.2.1.4 Press " Load", on pressing load this will show you salary sheet with affect of all benefits and deductions & taxabe amount of selected employee for that selected monTh 6.2.2 For All Employees salary sheet : 6.2.2.1 Click on "Period Wise" 6.2.2.2 Select " Location, Department & Employement Type" 6.2.2.3 Select relevant month 6.2.2.4 Press " Load", on pressing load this will show you salary sheet with affect of all benefits and deductions & taxabe amount of all employee's for that selected month.

Step 7- Custom Tax Salary Sheet

7.1 Click on " salary sheet" and then "Custom Tax salary sheet" 7.2 Enter Employee, Select month and then press " Load" 7.3 Press " Calculate salary sheet", now this show you affect of "Income Tax" in salary sheet of selected employee.

Step 8 View Closed Salary Sheet:

8.1 You have to decide whether you want to View single employee closed salary sheet or All employees Closed salary sheet. 8.1.1 For Single Employee Salary Sheet: 8.1.1.1 Click on "Employee wise" 8.1.1.2 Load that specific emplyoee 8.1.1.3 Select relevant month 8.1.1.4 Press " Load", on pressing load this will show you Closed salary sheet of selected employee for that selected month. 8.2.1 For All Employees salary sheet : 8.2.1.1 Click on "Period Wise" 8.2.1.2 Select " Location, Department & Employement Type" 8.2.2.3 Select relevant month 8.2.2.4 Press " Load", on pressing load this will show you Closed salary sheet of all employee's for that selected month.

Step 9 Comparison with previous month:

9.1 Click on " Salary sheet" and then " Comparison with previous month" 9.2 Select Month and Location 9.3 Press load, on pressing load this will show you comparison of salary , benefits, deductions,n Income Tax of selected month with previous month.

Step 10 Recruitment Summary Sheet

10.1 Click on " Recruitment Summary Sheet" 10.2 Enter " starting date" 10.3 Press load, on pressing load this sheet will show you a complete summary of previous employee from this starting date, employees who join & leave this organization from this starting date.

Step-11 Recruitment Joiners Sheet

11.1 Click on " Recruitment Joiners Sheet" 11.2 Enter " starting date"

Step-12 Recruitment Leaver Sheet

12.1 Click on " Recruitment Leavers Sheet" 12.2 Enter " starting date" 12.3 Press load, on pressing load this sheet will show you a list of all the employees who leave this organization from this starting date.

Step 13 Payroll Rights:

13.1 Click on " payroll Rights" 13.2 On Click " ADD", this mini screen will popup

All Rights in payroll:

Load employee to whom you want to give right of payroll, you can allot all right to 1 person by click on " Select all"; or

1 Complete right to 1 employee from payroll rights:

you can give only basic salary right to Mr.A, for this you have to load Mr. A and then click on " Baic Salary Tab" plus click "ADD" & "EDIT" as well in"basic salary Tab" rights. further you can also split " Basic salary tab"

Split 1 right to different employees

You want to allot different rignts in " basic salary tab " to different employees"Mr.A will "add Basic Salary" and Mr. B will " Edit Basic Salary". load Mr. A, click " Basic Salary Tab" and click "ADD" and press " Save" load Mr. B, click " Basic Salary Tab" and click "Edit" and press " Save"

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