Payroll CRM Accounts Sales and Purchase

LEAVE

  • Leave is used to provide leave for an employee can be included in wages or not.
  • Types of leave are
    • Earned Leave
    • Sick Leave
    • Casual Leave
    • Maternity leave
    • On Duty
    • Local Holiday
    • Permission

Bulk leave application

  • Go to Attendance > Leave > Bulk leave application
  • In this bulk leave application; leave can be uploaded in a bulk manner.
  • Select the employee name and code.
  • Select a type of leave in the given list and leave duration for an employee.
  • Select the leave type in leave application
  • It is to be applied between from date -To date and it is mentioned as a mandatory field.
  • It contain apply and reset button.
    bulk leave application

Leave Application

  • Go to Attendance > Leave > Leave application
  • Leave application is to provide a leave for an employee and given details to be filled in form.
  • In this employee code, date, leave type and leave duration is present as a mandatory field.
  • In this leave type can be selected according to a type of leave salary is to be given for an employee.
  • According to employee code leave type is allocated for a particular employee.
    leave application

Search Leave

  • Go to Attendance > Leave > Search leave
  • It is used to view an employee detail of which type of leave employee had taken and it is taken into consideration for salary calculation
  • In search leave option all employees who had taken leave are listed in the particular panel.
  • It contain search, download and reset button
  • In this department, salary group and leave type can be selected.
  • Details present in a leave application is displayed in the search results pane
    search leave

Leave summary

  • Go to Attendance > Leave > Leave summary
  • Here we can able to see all details like OB - Opening Balance, EL - Earned Leave, AL - Availed Leave, CB - Closing Balance.
  • It shows the full details of the employee leave balance
  • We can able to use filter like leave type, department, salary group, employee name and also by from date and to date
    leave summary payroll

Leave upload

  • In this leave upload bulk leave for an employee can be applied and it is to be saved with a Leave upload.csv format.
  • Browse the file from its location and it should be present in LeaveUpload.csv format
  • Other than csv format is selected it display a message “Kindly select a csv file to upload”
    leave upload payroll

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