Payroll Management

There are various segments related to the Payroll Management.

 

• Salary :- In the Staff Module you can see a segment named Salary. As we have discussed in the Staff module’s first segment ie Configuration segment, that how you can create a new Salary Head as well as Salary Template. In that you can mention that the head which you are creating is Basic, Payable or Deductible. The heads which you will create there will reflect here. The Salary segment consists of various subsegments ie Salary Payment, Salary Loan and Define Salary. We will discuss each subsegment briefly.

 

• • Salary Payment :- In this you can do salary payment by letting the system automatically calculate the salary and its payable amount of that particular staff.
    • There are various filters given above, fill up any field by entering the relevant information. Click on Go.
    • You will get the all the Staff members and teachers with the complete payment details.
    • The basic salary, payable heads and deductible heads everything will be shown in that list.
    • And in the last you can see the remaining payable amount
    • After checking all the amount and editing if any, click on Submit.

*Note :- Staff’s salary payment will not be marked in case of attendance section is blank (i.e. Column P, CL , A is Blank)

 

• Salary Loan :- This Sub Segment will allow you to give loan (if applicable) to the staff member or a particular teacher. The loan which is being provided by the school can be under different heads and repaid by that employee through fixed repayment installments.

 

• • • You will see the list of all the staff members who have taken load previously from the school with details like their name, designation, salary head under which they took loan, date of loan repayment installments etc.
    • Enter the name, date of loan, amount, salary head, repayment installment etc and click on Add.

 

• Define Salary :- The salary segment works smoothly and flawlessly if all the minute details like payable amount and deductible amount are entered carefully in the system to help it calculate.

 

• • • In this you will see different configurable tabs.
    • Select the staff member for which you have to configure the details.
    • First tab is of Bank details in which you will have to enter the bank details of the employee.
    • Details like Bank Name, Bank A/C No, IFSC Code, PF A/C No, ESIC No., are to entered in the relevant fields.
    • After entering all the details for click on Save button. Then enter the details for rest of the employees.

• • • After entering the bank details, now comes the part of entering Salaries in the Manage Salary Tab.
    • In this tab you will various important fields in which the amount is to be entered.
    • There are various sections in this like Basic Salary – this is the basic amount which will be paid to the employee, Deduct – in this you will have to enter the amount which will be deducted from his/her salary in this fields like TDS, Tax, etc amount which will be deducted will be entered and the last section is Pay – in this you will have to enter the amount which is payable to the employee like Allowances, DA, HRA etc.
    • In the basic salary section the heads which you have made earlier in the Configuration segment, will be shown here.
    • Enter the proper amount according to his/her pay structure and then enter the date and click on Submit.

• • • After entering all the amounts, the next tab is of Loan.
    • In this if the employee is taking loan from the school that details can be entered here.
    • Fill up the relevant details in various fields like Date of Loan, Amount, Repay Installments etc and then click on Submit.
    • You can also see previous loan history of that employee by clicking on the Loan History section. In that section you will see the loan history report. You can save this report in Excel, Word or Pdf document.
    • Repeat these process and enter all the details for all the other employees.

 

• Salary Report :- The most important and beneficial feature of the Payroll Management is that you can take out various Reports which helps in the proper management and structural enhancement of the school decreasing the mistakes percentage. There are four major Reports which can be taken out from the system regarding payroll.

 

• • Individual Staff EPF Report :- In this EPF Report can be generated for an individual staff.
    • Enter the Staff Code, EPF Number, Name, Start Date and End Date etc. and click on Go.
    • You will see the Report of that employee.

• • Individual Salary Payment Report :- The salary is paid every month to each of the employee. If you want to see the payment details of an individual employee then you can generate that report from here.
    • Enter the Employee Name, Start Date and End Date and click on Go.
    • The salary payment report will be generated below which can be taken out in Excel, PDF or Word format.

• • Month Wise Salary Report :- In the above section we can take out individual report, like that in this section salary report can be taken out Month Wise.
    • You can generate Month Wise Salary Report, Bank Statement or Voucher Paid Employees by selecting the relevant option from the drop down menu in the Report Format field.
    • Like the fill up all the fields with relevant information and click on Go. The report will be generated.

• • EPF Month Wise Report :-  In this section you can get Month Wise report for EPF, like you generated for individuals earlier.
    • Fill up all the fields with relevant information and click on Go.
    • The report will be generated which can be be taken out in Excel, Word or Pdf formats.