DESCRIPTION
Payroll processing is an important function of every enterprise HR. ERPNext System simplifies this process by offering an array of features that you can utilize from Salary Structure management to bulk processing Payroll of employees.
PROCESS FLOW:
REMINDER
Make sure that prerequisite setup is already done before payroll processing.
I. Payroll Adjustment - Manual
To add other one-time earning/deductions needed in every employee for payroll.
Step 1:
On the search bar, type Payroll Adjustment List
Step 2:
Click Add Payroll Adjustment Button
Step 3:
Fill the necessary details needed. Add the earnings/deductions applicable to the employee.
Note:
- Naming Convention – Cut Off Date – Employee Name
- The created Adjustment will automatically reflect on the upcoming cut off from the
created date - Use the Approved Status in Approval Status – so that there will be no approval process
needed
Step 4:
Click Save
Step 5:
Click Submit once the earning/deductions added are final.
I. Payroll Adjustment - Import
To add other one-time earning/deductions needed in every employee for payroll.
Step 1:
On the search bar, type Payroll Adjustment List
Step 2:
Click the ellipsis button (Menu) on the upper right corner of the Payroll Adjustment List page, then select Import
Step 3:
Click Add Data Import Button
Step 4:
By default, the Document Type will be Salary Component, but make sure to still check it, then select Import Type.
If Insert New Records: adds new multiple records
If Update Existing Records: changes/updates existing records
Note: There’s an option to tick Submit after Import so that all adjustments will be submitted by default after import
Step 5:
Click Save
Step 6:
User can download File Template through Download Template button.
Attach accomplished template by clicking Attach, then fetch file and click Upload
Sample Format:
Step 7:
Click Start Import
REMINDER
If there are errors encountered, errors will show up by row number from excel file, and it must be corrected. Please see the sample below.
II. Payroll Entry and Salary Register Report
To generate Salary Slips of Employees and validate it through the Salary Register Report.
Step 1:
On the search bar, type Payroll Entry List
Step 2:
Click Add Payroll Entry button
Step 3:
Input the Payroll Frequency and Payroll Type Field.
To get employees:
Option 1 - Use filter of Branch/Department/Designation and click Save, then click Get Employees button.
Option 2 - Input an employee name and select it under Employee Details and click Save.
Payroll Period (make sure it matches the declared cut-offs in the Payroll Settings)
Step 4:
Click Create Salary Slips to generate the salary slips of listed employees.
Upon creation of salary slips, it will create the salary slips draft of the employees in the Salary Slip List.
Step 5:
Validate Salary Slips through searching Salary Register Report on the search bar.
Step 6:
Fill the necessary filters needed and Validate the Salary Slips.
Step 7:
Once salary slips are validated, go back to payroll entry List and click the payroll entry you have created and click Submit Salary Slip
Note: Once the salary slips have been submitted, employees will receive the email for it, or they can access the salary slips in the system.
