Payslips¶
Once you have saved the attendance of all the employees, for the month, you can generate their pay-slips.
Generating Payslips for a contract¶
To generate the payslips, for a specific contract, please follow the steps below
In the CRM container, in contracts folder, select the contract for which you want to generate payslip for.
A contracts edit window will pop up on the screen.
In the menu bar on the window, select “Go To”.
Click on “Generate Payslips”
Fill in the all the details. Please note that fields with “*” are mandatory fields
Click on generate.
Mandatory Fields for generating pay-slips¶
Month: Select the month for which the pay-slips have to be generated.
Year: The year in which the month for desired payslips is.
Contract Id: The contract id for which the payslips have to be generated. This would be pre-filled with the contract Id of the contract which was selected earlier.
Creating payslips for respective employees¶
Apart from the method above you can generate payslips through below mentioned steps also. Please note that this method is preferred when an employee has worked across various contracts.
Go to Payslips folder in HRM container.
Click on “Actions” and select “Generate Payroll”.
Generate Payroll Details window will pop up on your screen.
Select the Month, Year and Employee details of the employee for whom you want to generate payslip for.
If you wish to generate their payslip for any specific contract, then fill in the respective contract id.
Click on “Generate”
Approving Payslips¶
Please note that the payslips should be approved before they are considered into reports. To approve the payslip follow the steps below
In HRM container, go to Payslip folder
List of all the generated payslips will appear on the screen.
Click on the respective payslip you wish to approve
A Payslip Edit window will pop up on the screen.
Select “Actions”, and Click on “Approve”.
You may also bulk approve the payslips by selecting the multiple payslips using icons available on the right hand of the screen and then selecting “Approve” from “Actions”.
For “Standard Cost” and “Cost Plus Wages Based” contracts approved payslips are required for generating Invoices.
Downloading a Payslip¶
To print a generated payslip, please follow the steps below
In HRM container, go to Payslip folder
List of all the generated payslips will appear on the screen.
Click on the respective payslip you wish to download
A print preview will be display, how the payslip would look.
Select “Download”
Please note that the QR code on top of the payslip can be scanned using any smart phone to know the status of the Payslip.
Bulk Downloading the Approved Payslips¶
The approved payslips can be downloaded at once. To bulk download the payslips, please follow the steps below:
In HRM container, go to Payslip folder
List of all the generated payslips will appear on the screen.
Click on the download button, shown in the picture below, available at the top right hand of the screen.
Bulk Download window will open on your screen. Select the Month and Year and Click on Download.
The Approved Payslips will be downloaded on your system.
Please note that the bulk download is applicable only in case of approved payslips. If there are no approved payslips in the selected month, then the payslips will not be downloaded.
