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Paypack Documentation
Overview
The Salary Process List menu is designed to streamline the management of salary processes within an organization. This menu allows users to efficiently handle various aspects of salary processing, including adding new salary processes, viewing detailed information, deleting existing records, filtering data, performing searches, and sorting results.
By using this menu, administrators can easily generate salary records for different branches, departments, and employee types. They can filter records based on specific criteria such as company, branch, year, and month, ensuring precise data retrieval. The search functionality enables quick location of specific records, while sorting options allow for organized display of data based on various columns such as salary process name, month, branch, department, employee type, audit status, and creation date.
Overall, the Salary Process List menu serves as a comprehensive tool for managing salary-related activities, providing a user-friendly interface to ensure smooth and accurate salary processing within the organization.
Adding a New Salary Process
Step 1: Access the Form
To add a new salary process, navigate to the ‘Add New Salary Process‘ section. Here, you will find a form that needs to be filled out.
Step 2: Fill Out the Form
- Company: Select the company from the dropdown list. This field is mandatory.
- Branch: Choose one or more branches. This is a required field.
- Department: Select the departments involved in the salary process. Multiple selections are allowed and required.
- Year: Choose the relevant year for the salary process. This is also a mandatory field.
- Salary Period: Select the specific month and year for the salary period.
- Employee Type: Choose the types of employees included in this salary process. Multiple selections are allowed and required.
Step 3: Submit the Form
- Clear: If you want to reset the form, click on the ‘Clear’ button.
- Generate Salary: Click on the ‘Generate Salary’ button to submit the form and create the salary process.
Viewing Salary Process Details
Step 1: Access the Salary Process List
In the main dashboard, navigate to the ‘Salary Process List’. This section displays all the existing salary processes.
Step 2: View Details
- Each entry in the list has an ‘Action’ column.
- Click on the ‘Details’ option within the dropdown menu of the desired salary process to view detailed information.
Viewing Salary Details
When you access the Salary Process List, you’ll see a table displaying key salary details for employees. The columns include:
- SN (Serial Number): The sequence number of the record.
- Employee ID: A unique identifier for each employee.
- Employee Name: The name of the employee.
- Year: The year for which the salary details are recorded.
- Month: The month for which the salary details are recorded.
- Gross Amount: The total salary before any deductions.
- Earning Amount: Additional earnings for the employee.
- Deduct Amount: Any deductions from the employee’s salary.
- Paid Amount: The final amount paid to the employee.
- Action: Options to perform actions on the record, such as auditing.
Auditing Salary
To audit an employee’s salary, follow these steps:
- Locate the employee record in the table.
- Click on the three vertical dots under the “Action” column.
- Select “Audit Salary” from the dropdown menu.
This will take you to a detailed view where you can audit the salary details for that particular employee. Here, you can review earnings, deductions, and the final paid amount, ensuring accuracy and compliance.
Deleting a Salary Process
Step 1: Access the Salary Process List
Navigate to the ‘Salary Process List’ on the dashboard.
Step 2: Delete an Entry
- In the ‘Action’ column of the relevant entry, select ‘Delete’ from the dropdown menu.
- A confirmation prompt will appear. Click ‘OK’ to confirm the deletion.
Filtering Salary Processes
Step 1: Open the Filter Form
At the top of the salary process list, there is a form to filter the entries based on specific criteria.
Step 2: Apply Filters
- Company: Select the company.
- Branch: Choose the branch.
- Year: Select the year.
- Month: Choose the month.
Step 3: Submit the Filters
- Clear: Click the ‘Clear’ button to reset the filters.
- Filter: Click the ‘Filter’ button to apply the selected criteria and refresh the list.
Searching Salary Processes
Step 1: Use the Search Box
Above the salary process list, there is a search box.
Step 2: Enter Search Criteria
- Type keywords related to the salary process you are looking for in the search box.
- The list will dynamically update to show results matching your search terms.
Sorting Salary Processes
Step 1: Locate the Column Headers
At the top of the salary process list, you will see column headers such as ‘Salary Process Name’, ‘Month’, ‘Branch’, etc.
Step 2: Sort the List
- Click on any column header to sort the list by that column.
- Clicking again will toggle between ascending and descending order.
Adding a New Salary Process
Step 1: Access the Form
To add a new salary process, navigate to the ‘Add New Salary Process‘ section. Here, you will find a form that needs to be filled out.
Step 2: Fill Out the Form
- Company: Select the company from the dropdown list. This field is mandatory.
- Branch: Choose one or more branches. This is a required field.
- Department: Select the departments involved in the salary process. Multiple selections are allowed and required.
- Year: Choose the relevant year for the salary process. This is also a mandatory field.
- Salary Period: Select the specific month and year for the salary period.
- Employee Type: Choose the types of employees included in this salary process. Multiple selections are allowed and required.
Viewing Salary Process Details
Step 1: Access the Salary Process List
In the main dashboard, navigate to the ‘Salary Process List’. This section displays all the existing salary processes.
Step 2: View Details
- Each entry in the list has an ‘Action’ column.
- Click on the ‘Details’ option within the dropdown menu of the desired salary process to view detailed information.
Viewing Salary Details
When you access the Salary Process List, you’ll see a table displaying key salary details for employees. The columns include:
- SN (Serial Number): The sequence number of the record.
- Employee ID: A unique identifier for each employee.
- Employee Name: The name of the employee.
- Year: The year for which the salary details are recorded.
- Month: The month for which the salary details are recorded.
- Gross Amount: The total salary before any deductions.
- Earning Amount: Additional earnings for the employee.
- Deduct Amount: Any deductions from the employee’s salary.
- Paid Amount: The final amount paid to the employee.
- Action: Options to perform actions on the record, such as auditing.
Auditing Salary
To audit an employee’s salary, follow these steps:
- Locate the employee record in the table.
- Click on the three vertical dots under the “Action” column.
- Select “Audit Salary” from the dropdown menu.
This will take you to a detailed view where you can audit the salary details for that particular employee. Here, you can review earnings, deductions, and the final paid amount, ensuring accuracy and compliance.
Exporting Salary Sheets
For further analysis or record-keeping, you can export the salary sheet:
- Click on the “Salary Sheet” button located above the table.
- The sheet will be downloaded in Excel format, which you can save and manipulate as needed
Deleting a Salary Process
Step 1: Access the Salary Process List
Navigate to the ‘Salary Process List’ on the dashboard.
Step 2: Delete an Entry
- In the ‘Action’ column of the relevant entry, select ‘Delete’ from the dropdown menu.
- A confirmation prompt will appear. Click ‘OK’ to confirm the deletion.
Filtering Salary Processes
Step 1: Open the Filter Form
At the top of the salary process list, there is a form to filter the entries based on specific criteria.
Step 2: Apply Filters
- Company: Select the company.
- Branch: Choose the branch.
- Year: Select the year.
- Month: Choose the month.
Step 3: Submit the Filters
- Clear: Click the ‘Clear’ button to reset the filters.
- Filter: Click the ‘Filter’ button to apply the selected criteria and refresh the list.
Accessing the Salary Summary Button
Navigate to the Salary Process List:
- Start by accessing the Salary Process List page. This is where you will find the Salary Summary Button.
Locate the Button:
- The Salary Summary Button is situated above the salary details table
Filtering Criteria
Before exporting the salary summary, you can filter the records to include only the relevant data:
Select the Company:
- Use the “Company” dropdown to select the desired company. The dropdown is found in the filtering section at the top of the page.
Select the Branch:
- Choose the appropriate branch from the “Branch” dropdown. This ensures that only records from the selected branch are included in the summary.
Select the Year:
- From the “Year” dropdown, select the year for which you want the salary summary. This helps in narrowing down the records to a specific year.
Select the Month:
- Use the “Month” dropdown to choose the month. This further refines the data to the selected month.
Apply Filters:
- After selecting the necessary filters, click on the “Filter” button to apply them. This will update the table to show only the records matching your criteria.
Exporting the Salary Summary
Once you have applied the filters, follow these steps to export the salary summary:
Click the Salary Summary Button:
- After filtering the data, click on the “Salary Summary” button. This button is labeled with an Excel icon and the text “Salary Summary.”
Download the File:
- Clicking the button will initiate the download of an Excel file containing the salary summary. The file will include all relevant data based on the filters you have applied.
Searching Records
To quickly find specific salary records, use the search feature:
- Locate the “Search” field above the table.
- Enter the keyword related to the employee or salary details you are looking for (e.g., Employee ID, Employee Name).
- The table will automatically filter the records to match your search query.
Sorting Records
Sorting helps you organize the records for better analysis. Each column in the table is sortable:
- Click on the column header you wish to sort by (e.g., Employee Name, Gross Amount).
- Clicking once will sort the records in ascending order. Clicking again will sort in descending order.
Security and Permissions
User Permissions:
- Access to the add, update, view, delete feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights.
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Update feature in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.
