Payroll

Payroll

This module allows you to run a payroll for your employees.

Payroll Items

Payroll items are the ones you will pick from when building your payslip. They can either be deduction or addition. To view a list of all your payroll items, click Payroll menu then click Manage Payroll Items.

Add Payroll Item

To add new payroll item , click on Payroll menu then click Manage Payroll Items then click Add Item. This will open the item create page offering a series of text inputs. The form contains:

  • Name: The name of the item
  • Type: Whether the item is an allowance or deduction
  • Amount Type: Whether the amount is fixed or a percentage of the total amount
  • Amount: The amount of the item
  • Description: Any additional details

Payroll Templates

You can configure a template to be used when creating a payslip. To view a list of all your payroll templates, click Payroll menu then click Manage Payroll Templates.

Add Payroll Template

To add new payroll template , click on Payroll menu then click Manage Payroll Templates then click Add Template. This will open the template create page offering a series of text inputs. The form contains:

  • Name: The name of the template
  • Work Duration: The total number of days or hours
  • Duration Unit: The unit of the duration, e.g. days or hours
  • Amount Per Duration: The amount per duration. This will be multiplied by the work duration
  • Items: The items applicable to the template.
  • Description: Any additional details

View Payroll

Clicking View Payroll will open income list page. On this page you will see a table with columns below:

  • ID: The system id of the payroll
  • User: The user of the payroll
  • Date: The date the payroll was recorded
  • Amount: The amount of the payroll
  • Payment Status: Whether the payroll amount has been paid or not.
  • Action: Further actions that you can take on the row like edit or details

Add Payroll

To add new payroll , click on Payroll menu then click Create Payroll. This will open the payroll create page offering a series of text inputs. The form contains:

  • Branch: The branch of the payroll
  • User: The user of the payroll
  • Date: The date the payroll was recorded
  • Template: The payroll template
  • Currency: The payroll currency
  • Work Duration: The total number of days or hours
  • Duration Unit: The unit of the duration, e.g. days or hours
  • Amount Per Duration: The amount per duration. This will be multiplied by the work duration
  • Total duration amount: The total duration amount of the payroll
  • Allowances: The payroll allowance items which will be loaded from the selected template. You can add additional items by clicking + icon
  • Deductions: The payroll deductions items which will be loaded from the selected template. You can add additional items by clicking + icon
  • Bank Name: The bank name where the money will be deposited
  • Recurring: Whether the payroll is recurring or not
  • Recur Frequency: The frequency at which the payroll recurs for the recurring type.
  • Recur Type: The period of time which the recur frequency occurs.
  • Recur Start Date: The date to which the recurring starts.
  • Recur End Date: The date to which the recurring should stop.
  • Description: Any additional details.

Payroll Details

This page shows details about the payroll. You can add payroll payments here