More Actions

Edit Employee

Follow these steps to edit an employee's details:

Go to the Employee Page: In the left sidebar, navigate to Master Data > Employees.
Select the Preview button: Click the Preview button on the employee row you want to edit. This will redirect you to the Employee Preview page.
Click the Edit icon: Use the edit icon next to the section you want to modify.
Make necessary changes: Update the details in the selected section as needed.
Click Save: Once you finish editing, click Save to apply the changes.
Edit salary details if needed: Navigate to the Salary Details tab on the Employee Preview page and follow the same steps as above.

Add Scheduled Earning

A Scheduled Earning is an additional compensation provided to employees on a predetermined schedule, separate from their regular salary. It can include bonuses, allowances, or other benefits that are paid out at specific times. Follow these steps to add a scheduled earning for an employee:

Go to Employee Preview: Navigate to the Employee Preview page.
Add Scheduled Earning: Click on Add > Scheduled Earning to open the creation dialog.
Select Type: In the dialog, choose the Scheduled Earning type from the dropdown.
Add New Type (if needed): If the required Scheduled Earning Type is not available, click + Add New to create a new earning type.
Fill Earning Details: Enter details like Earning Type, Earning Name, Name in Payslip, and select the checkbox if this earning should be included in ESI calculations.
Select Payout Month: Choose the Payout Month when the earning should be disbursed.
Enter Annual Amount: Specify the Annual Amount to be allocated for this scheduled earning.
Save or Cancel: Click Save to confirm the scheduled earning, or Cancel to discard the changes.

Name	Description
Scheduled Earning	The type of scheduled earning, such as bonus, allowance, or any additional payment.
Payout Month	The specific month in which the scheduled earning will be disbursed to the employee.
Annual Amount	The total amount allocated for this scheduled earning over a year.
Earning Type	The category of earning, such as fixed, variable, or performance-based.
Earning Name	A unique name for the earning, which will be displayed in reports and payslips.
Name in Payslip	The name of the earning as it will appear on the employee’s payslip.
Consider for ESI Contribution	Indicates whether this earning should be included in the Employee State Insurance (ESI) calculation.

Add Pre-Tax Deduction

A Pre-Tax Deduction is a payroll deduction taken from an employee's gross salary before taxes are applied. This can include retirement contributions, health insurance premiums, or other deductions that reduce taxable income. Follow these steps to add a Pre-Tax Deduction for an employee:

Go to Employee Preview: Navigate to the Employee Preview page.
Add Pre-Tax Deduction: Click on Add > Pre-Tax Deduction to open the creation dialog.
Select Deduction Type: Choose the Pre-Tax Deduction Type from the Select Deduction dropdown.
Add New Deduction Type (if needed): If the required Deduction Type is not available, click + Add New to create a new deduction type.
Specify Deduction Amount: Enter the Amount per Pay Period for both Employer's and Employee's contributions after selecting Percentage of Basic Salary or Fixed Amount.
Set Deduction End Condition: Choose when this deduction should stop: Never Ends, End on Selected Month, or Ends on Recovering a Specified Amount.
End on Selected Month: If this option is selected, enter the month when the deduction should stop.
End on Recovering a Specified Amount: If this option is selected, enter the total amount to be recovered before the deduction stops.
Save or Cancel: Click Save to confirm the deduction, or Cancel to discard the changes.

Name	Description
Select Deduction	The type of deduction, such as loan repayment, insurance premium, or other voluntary deductions.
Amount per Pay Period	The deduction amount applied to each pay period, which can be a fixed amount or a percentage of the employee's basic salary.

Add Post-Tax Deduction

A Post-Tax Deduction is an amount deducted from an employee’s salary after taxes have been applied. It can include loan repayments, insurance premiums, or other voluntary deductions. Follow these steps to add a post-tax deduction for an employee:

Go to Employee Preview: Navigate to the Employee Preview page.
Add Post-Tax Deduction: Click on Add > Post-Tax Deduction to open the creation dialog.
Select Deduction Type: Choose the Post-Tax Deduction Type from the Select Deduction dropdown.
Add New Deduction Type (if needed): If the required Deduction Type is not available, click + Add New to create a new deduction type.
Specify Deduction Amount: Enter the Amount per Pay Period for this deduction after selecting Percentage of Basic Salary or Fixed Amount.
Set Deduction End Condition: Choose when this deduction should stop: Never Ends, End on Selected Month, or Ends on Recovering a Specified Amount.
End on Selected Month: If this option is selected, enter the month when the deduction should stop.
End on Recovering a Specified Amount: If this option is selected, enter the total amount to be recovered before the deduction stops.
Save or Cancel: Click Save to confirm the deduction, or Cancel to discard the changes.

Name	Description
Select Deduction	The type of deduction, such as loan repayment, insurance premium, or other voluntary deductions.
Amount per Pay Period	The deduction amount applied to each pay period, which can be a fixed amount or a percentage of the employee's basic salary.

Add Donation Contribution

A Donation Contribution is a voluntary amount donated by an employee from their salary to a selected campaign. Follow these steps to add a donation contribution for an employee:

Go to Employee Preview: Navigate to the Employee Preview page.
Add a Donation Contribution: Click on Add > Donation Contribution to open the creation dialog.
Select a Campaign: Choose a Campaign from the dropdown list.
Set Contribution Month: Specify the Contribution Month to indicate when the donation should be applied.
Enter Donation Amount: Input the Amount to be donated for the selected campaign.
Save or Cancel: Click Save to confirm the donation, or Cancel to discard the changes.

Name	Description
Select a Campaign	The donation campaign or cause to which the employee is contributing.
Contribution Month	The month in which the donation contribution should be applied.
Amount	The specific donation amount to be deducted from the employee’s salary.

Add Vehicle Details for Perquisite Calculation

A perquisite (also known as a "perk") refers to any additional benefit provided by an employer to an employee beyond their salary. In the case of company-owned or hired cars used for official or personal purposes, the employer needs to calculate the taxable perquisite value. This process helps determine the tax implications for the employee based on factors such as car ownership, maintenance costs, engine capacity, and driver provision. Follow these steps to add vehicle details for perquisite calculation:

Go to Employee Preview: Navigate to the Employee Preview page.
Open the Car Details Dialog: Click on the + icon next to EMPLOYER Car Details for Perquisite Calculation to open the creation dialog.
Select Car Ownership: Choose the Owner of the Car as either Employer-owned (or Hired for Employee) or Employee-owned .
Choose Maintenance Responsibility: Select who covers the Maintenance Cost : Employer or Employee .
Select Car Cubic Capacity: Choose the Cubic Capacity of the company-owned car: Upto 1600CC or Greater than 1600CC .
Specify Driver Availability: Indicate whether a driver is provided by the company by selecting Yes or No .
Save or Cancel: Click Update to save the details, or Cancel to discard the changes.

Edit Perquisites Amount

Follow these steps to edit a perquisites amount for an employee:

Go to Employee Preview: Navigate to the Employee Preview page.
Access Salary Details: Click on Salary Details > View .
Enter Perquisite Value: Enter the Value of Perquisite as per rules.
Enter Amount Recovered: Enter the Amount Recovered from the employee, if any.
Verify Auto-Calculation: The Amount of Perquisite Chargeable to Tax will be auto-calculated.
Save or Cancel: Click Save to confirm the changes, or Cancel to discard them.

Name	Description
Particulars	The category of perquisites such as stock options, gifts, etc.
Value of Perquisite	The perquisite value as per applicable rules.
Amount Recovered	The amount recovered from the employee, if any.
Amount Chargeable to Tax	The final taxable perquisite amount.

View Payslips & Forms

Follow these steps to view payslips and forms :

Go to Payslips and Forms: Navigate to the Payslips and Forms tab in the Employee Preview page.
Filter by Year: Select the year from the Select Year dropdown to filter payslips and TDS sheets.
View Payslip: Click the View button under Payslips to print the payslip.
Download Payslip: Click the Download icon next to it to save the payslip.
View TDS Sheet: Click View under TDS Sheet to preview the TDS sheet.
Download TDS Sheet: Click the Download icon next to it to save the TDS sheet.

Name	Description
Payslip	A payslip is an official document issued to employees that details their salary, deductions, and net pay.
TDS Sheet	A TDS (Tax Deducted at Source) sheet provides a summary of the tax deducted from an employee’s salary and deposited with the government.