Select Month Sub Menu under Salary Menu. In the Month window, you have to enter Month Details Such as Month Name, Year and lock condition, which will reflect in salary processing.
To create a Month:
- Click on Salary Menu and Select Month in the sub-menu.
- In the screen that opens, select the month.
- Fill details such as Year& Locking condition.
Click on Save button to save details. OR use Create Next Month to create month details.
In Monthly salary, you can preview the processed salary for the selected Month.
To Process Month Salary:
- Click on Salary Menu and Select Monthly Salary in the sub-menu.
- In the screen that opens, select the Month.
- Click on Import Settings button and define the column numbers of excel template and Save and download the template.
- Fill the details in the downloaded template.
- Click on Import, then Choose the updated file and Import salary details.
Click on List to view the processed salary.
To Edit processed salary, click on Edit then modify the
required component(s) and Click Save.
You will be able to Export processed salary for the selected Month as well.
Compare with Imported Value
You can compare calculated salary details with excel comparison.
To Compare with Imported Value:
- Click on Salary Menu and Select Compare with Imported Value in the sub-menu.
- In the screen that opens, details will be filtered with the latest Month created in Month Screen.
You can filter the records using the filters provided.
Assign Payment Bank
In Assign Payment Bank, assign the payment bank to employees. Here you can configure bank to Employees in bulk.
To Assign Payment Bank:
- Click on Salary Menu and Select Assign Payment Bank in the sub-menu.
- In the screen that opens, select the Payment Bank.
- Move Employees by using arrow buttons to Employees assigned with Selected Bank to Add/Remove employees under the selected bank.
Click on Save button to save details.