Payroll CRM Accounts Sales and Purchase

Payroll

Payroll is the process by which employers pay to employee for the work they have done. It involves with the payment of employees and the filling of employment taxes. It is a financial record of employee wages/salaries, withholding, deductions and bonuses.

Login

  • Every user is given a particular user id and password in order to login to the system.
  • Users use their specific account to make changes into the database for an organization.
  • All users are not given access to login into the database only the authorized users have rights to access the database.
  • User can login to the system using following information
    • User Id / Code
    • Password
    • Organization Code

  • login employee

Admin

Admin provides the application of administration purpose of the user. Admin user has access to Search audit, Search notifications, Backup the database, Upgrade system and System properties. Other users do not have access to the above widgets other than admin.

User

Users are the one who is having specific privileges to do a particular task assigned to him. User used to create, view and search specific user details.

Create user

  • Go to Admin > User > Create user
  • It is used to create a user with user id, First name and Last name.
  • We can search the user by giving the user id.
    • Role code
    • First name and last name
    • Status can be selected
  • In search results panel, it shows list of user created.
  • Lists of users are displayed if the user id is not specified.

  • admin employee entry

View user

  • Go to Admin > user > view user
  • Use User id to view the specific user
  • Click View
  • It shows the detail of that specific user .
  • We can Set password and also able to set theme by getting the specific user.
    view user

Search user

  • Go to Admin > user > Search user
  • Use user id to search the Specific user
  • Click Search without any input to view all the users
  • We can use search using Role code, Status and also using branch
    search user

Assign user Rights

  • Go to Admin -> User -> Assign user rights.
  • In assign user rights, roles and privileges are given for the user.
  • New role can be created with the roles and privileges assign for the user.
  • It contains assign and reset button.
  • Click Assign after selecting the privilege for that user
    assign user rights

User Rights

  • Go to Admin --> User --> Assign user rights
  • We can specify the role of a particular user and assign certain privileges for the desired user. Using this option we can assign privileges for the users like only admin will have the rights to edit punches and so on.
  • User can create a role in create user role and it contain create and reset buttons.
  • It contain Role code and role name as a mandatory field
  • In privilege description field we can add single privilege or bulk privilege
    user rights

View User Role

  • Go to Admin → User → View user role
  • In view user role created role for employee is can be viewed.
  • In this created role is present in access rights panel which contains privilege code and description
  • It contains update, delete and reset buttons.
  • Click Update after editing the role.
    view user role

Search User Role

  • Go to Admin → User → Search user role
  • We can search the user role for a particular user by specifying either the role code or role name
  • If we click Search without giving any data then all the role name will be displayed

Search Audit

  • Go to Admin -> Search Audit
  • Audit is the page which displays the recent changes made into the database.
  • This widget is useful when some other users have logged into the admin account and have edited some changes.
  • It displays the detailed information about the IP address of the computer used along with edited file.
  • Entity id is used to specify the components such as punch time, attendance punches. It is unique for each component.
  • If we click on the relevant entity id we can see the changes made by them in detail by showing the changed field id, change type and the new value changed by them.

Search Notification

  • Go to Admin > Search Notification
  • This widget is used to notify the admin user in case if error occurs while uploading bulk documents for attendance and salary purpose.
  • It is very useful while uploading a bulk document.
  • It alerts the admin user with the error and it helps the admin user to easily rectify it.
  • It displays the file where the error is present, severity of error, and the message which explains the error.
  • If there is an error while uploading a document it keeps on notifying the user with the error message until the status of the error is changed to resolved status.

System properties

  • Go to Admin > System properties
  • Properties are fields which are defined by the developer and the property value shows the status of each property.
  • If we change the property value of any component then the changes are seen in the relevant page.
  • We can specify the start date and end date of the database and also change it according to our needs.
  • We can place flags such as property value for certain property id and only fields has those value will be displayed
  • We have to think before we place a flag to a component as it can change the view of certain widget.

Sequence Generator config

  • Go to Admin > Sequence generator config
  • We can use prefix and suffix for the entity
  • Counter index can be specified this genarate the number starting from the number given in counter index with specified prefix and suffix

Report Format configuration

  • Go to Admin --> Report Format configuration
  • To edit and display the format of various reports so that we can take the reports for the employees which are all selected in the list.
  • The selected buttons is present in green colour.
  • It contain employee rooster report in that list of reports present are,
    • Employee List
    • Salary Structure
    • Age proof certificate
    • Bio Data certificate
    • Employee id card

Masters

  • Masters page is used to record all the information about the organization.
  • In the masters page create user option is present in company profile.
  • User can acquire complete knowledge in payroll by creating the company profile, Branch, Incident Management, Department, One time constants, List of holidays and Pay roll
  • Payroll includes shift, Incentive master, Leave configurations, Deduction type, Salary group, Salary structure settings, Create pay schedule and Generate pay schedule.

Company profile

Company Profile is used to update the information about the company name, contact no, location, communication address and headquarters address. We can also upload logo for the particular organization.

  • Navigate to Company Profile in left side of the panel and Click it.
  • Enter the Organization Code and Name of Organization, Address, Contact No to create a Company Profile.
  • The organization code for each company must be different and all companies are identified by their respective organization codes.
  • Mandatory fields include Code and Name of the Organization.
  • Click copy communication address to copy the same address in Head Quarter Address.

Branch

In Masters, Branch is a page used to know about the organization branch details. The organization which is having multiple branches can create a profile for its branches and also can search the branches by entering the required filed.

Create Branch

  • In Masters, Navigate Branch -> Click Create Branch to create a new profile for branch.
  • Enter all mandatory fields Name, Code and Type of Branch.
  • Select Branch Type which is specific type of application, an organization providing to the customer.
  • Click Create, once entering information is done.

Search branch

  • In Branch, user can also search the specific branch by entering any one of the fields branch id or branch name.
  • click search branch, search result panel is displayed with all branches.
  • Simply by clicking search, user can get all branches details.

Incident Management

  • Go to Masters ---> Incident Management
  • This helps to keep track on the incident that had happened in organization
  • Still it get solved it can be noticed.

Incident type

  • Go to Masters ---> Incident Management ---> Incident type
  • It is easy to create incident type by giving specific name
  • Click create

Incident group

  • Go to Masters --> Incident Management --> Incident group
  • It is easy to create incident group by using the group name
  • Incident group members can be added using drop-down it shows all the employees been available

Incident Process template

  • Go to Masters --> Incident Management --> Incident process template
  • Incident process helps to make a hierarchy in which incident has to be handled
  • This template can be created with the different levels
  • Incident group names which is given in before step been fetched here
  • Different status can be given like Completed, Assigned, closed etc.

View Incident Process

  • Go to Masters --> Incident Management --> View Incident template
  • This helps to view created incident process template
  • View the created incident process by giving specific template id.
  • Click view after giving the template id.

Department

  • It is used to create a department for a user and it is shown in department list with department id and name.
  • By giving department name in a dialog box and click create button department is created.
  • If we select any one of the department from the department list, a create button is changed to update and reset buttons.

One time Constants

One time constants are used to endure the given information. Once data entered that data will be displayed when user press drop down arrow for selection and user can update the given data by clicking on a update. One time constants are also used to refresh and reset the data.

  • Go to Masters ---> One time constants ( Available in left panel in masters)
  • In One time constants it shown a list of field type.
  • By selecting a particular field all details are present in the field.
  • It contains three buttons Update, refresh and reset buttons.

PAYROLL

Payroll in masters is used to change settings in Shift, Deduction type,Incentive masters, Leave configuration, Salary group,Pay schedule etc.

Shift

Create shift

  • Go to Masters –→ Payroll –→ Shift –→ Create shift
  • It is used to create a shift to specify the starting day, ending day, break timings of that particular day.
  • For to create a shift From date, To date, Start time, End time, Lunch time, Max early in and late out are to create in the shift schedule panel.
  • After entering all the details, click on create button, shift schedules are created for that particular shift id.

View shift

  • Go to Masters –→ Payroll –→ Shift –→ View shift
  • In view shift, by giving the shift id it display a shift created in the search results panel.
  • It displays Update and reset buttons in the view shift.
  • After viewing the shift it changes to update and reset button.

Search shift

  • Go to Masters –→ Payroll –→ Shift –→ Search shift.
  • It is to search a shift which created in the list with Shift id, Shift name, From date, To date with the given status.
  • The created shifts were shown in the shift schedules panel.
  • It contains search and reset buttons in the search shift page.

Deduction type

  • Go to Masters –→ Payroll –→ Deduction type
  • To calculate the net salary of a person which includes Basic, Da, Hra and allowance of a person
  • In the deduction panel salary type, deduction name and deduction type is present as mandatory field.
  • After filling a mandatory field, click create button it is added in the deduction details panel.

Incentive Masters

It includes an attendance of an employee through this we can create a pay schedule, to display OT in payslip and duration of a person work for a day

  • Go to Masters –→ Payroll –→ Incentive Masters
  • To create an incentive master it contain incentive type, name and criteria is present as a mandatory field.
  • It has a value in payslip and per day salary if it is selected in the field.
  • It contains a message “Incentive created successfully”.
  • Then the created incentives are shown in the list of incentive master panel.

Leave configuration

  • Go to Masters –→ Payroll –→ Leave configuration.
  • We can create leave by using leave configuration
  • This will be affected in the list of available leave type.

Employee

Create employee

  • Go to Employee ---> Create employee
  • It is used to create an employee with their personal information, their date of joining and with their id for a specific person.
  • This create employee screen has personal Detail, official, Education and references tab is present in the create employee screen.
  • After filling all details, click on create button.

Search employee

  • Go to Employee ---> Search employee
  • In the search employee screen by clicking search button, it will show employee created up to date is shown in the search results panel.
  • In search employee field it list of all employees in the search results panel.
  • In job status it contains a trainee, temporary, permanent and terminated.
  • If the terminated option is selected it display all employee who are terminated.

View Employee

  • Go to Employee ---> View employee
  • In the view employee menu employee code is present as a mandatory field. By giving the employee code we can view the details of a specific employee.
  • In the view employee is same as a create employee, it shows all the details which are entered by a user in the create employee screen.
  • It shows an update, bio data and reset button.
  • In a dropdown list it shows PDF and print option.

Reporting Structure

  • Go to Employee ---> Reporting structure
  • In this reporting structure screen the reporting structure of employ is displayed
  • The view can be seen in form chart form by clicking on Org chart

Separation

Resign Employee

  • Go to Employee ---> Separation ---> Resign employee
  • By giving an employee code in the mandatory field it resigns a single specific employee.
  • In this employee code, date of separation, reason for separation is present as a mandatory field.
  • It contains date of joining, total service, designation and department is inbuilt, no modifications can be made in a report.

Resign bulk Employees

  • Go to Employee ---> Separation ---> Resign bulk employee
  • It is to resign two or more number of employees in a bulk manner at a time.
  • In resign bulk employees, list of employee is shown in the search result panel.
  • By giving reason for separation and date of termination employee is to be resigned.

Cancel Resignation

  • Go to Employee ---> Separation ---> Cancel Resignation
  • By giving the employee code we can cancel the resignation of a particular employee.
  • In cancel resignation Employee code and job status is present as a mandatory field.
  • It contains view and reset button
  • After cancelling the resignation of an employee it display message “Employee code has been reactivated successfully”.

Upload bulk employees

  • Go to Employee ---> Upload bulk employee
  • In this option we can add more number of employees in a bulk manner. It browses a file from its location and it is to be uploaded in a CSV format.
  • In sample format for employee upload is present in the excel sheet.
  • It contain upload and reset button.

Reconciliation report

  • Go to Employee ---> Reconciliation report
  • It is a report display total number of employees, total number of attendance punches, total number of salary group, salary structure, Attendance machine id is display in the report form and it is present in Employee screen.

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