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Simple 8 Steps for Payroll Running

1. Add New Joinees:

Individual Entry: Database-> Employee Master add the employee details

Bulk Upload: Prepare the data of employees in excel sheet and mentioned the
column name in New employee upload Data and finally click the upload button.
(Note: Incase bulk upload, Code should be entered of Grade, Employment Type and
Bank Name)

2. Resignees\Termination

Select the particular employee in selection grid and select the following path:

Database->Events->Resignation/ Termination
Here select the employee and enter the Resigned date and reliving date and click
the save button

(After complete the above task that employee is showing red color)

3. Promotions/Transfers

Select the particular employee in selection grid and select the following path:

Database->Events->Organizational Reassignment

Enter the effective date and select the employee and change the location,
Department, Designation etc

(Here option will be available for changing the employment type, Location,
Department, section, Designation and Grade)
4. Leaves Upload:

Employees are very less in Leaves follow this method:

Select those employees from grid and go to

Leaves->click Leave Applications and click the New button and select the employee
id, employee name, leave type, from and to date and click the Save button.

After Leave application go to approval process, Database->Approvals->Individuval-


>Click Leaves and click the Edit button and select the Application Number .Here two
option is there one is approval and another one is rejected based on need select the
that option and click the save button.
Employees are very High in Leaves follow this method:

Prepare the format in excel sheet like Employeeid,FromDate,To Date, Leave Type,
First Half and Second half.

Enter all employee details in above excel format and go to

Leaves->Leaves Upload here enter the where the employee id is starting enter the
that row number in starting row box and click the select file and select the leave
data.
After that in the same grid is showing first employee id, FromDate,To Date, Leave
Type, First Half and Second half. Here select the field in grid finally click the upload
button.

(Form the excel upload no need to approval)

5. For Uploading non regular allowances and deductions

Select those employees from grid and go to

Database->click the Upload Allowances and deductions, here select the month and
non regular allowances and deductions list and click the create import file. One
excel file to be generated with employee and allowance and deduction details, here
enter the amount of non regular allowances and deductions and save the file.
In the same screen another option is there for uploading the allowances and
deduction sheet click the import button from the same screen and select the path of
allowance and deduction data sheet. Finally it is showing one message non regular
allowances and deductions uploaded.

(Incase increments also follow the above step 5 but here select the regular
allowances like Basic,HRA and conveyance)

6. Attendance:

Absent Employees is very less follow this method:

Select the all the employees from Selection grid

Select Attendance->Default Attendance->Click Monthly Attendance

After click the monthly Attendance one Attendance form is displayed here click the
display and click the process button.

(After click the Process button all employees having full attendance)
If any employees is there in absents, Select that employees from Selection grid and
go to Attendance->Monthly Attendance->Multiple, Here click the edit button and
enter the month and click the edit monthly attendance. In the grid enter the LOPs
of employees and finally click the Save button.
Absent Employees is very High follow this method:

Select the all the employees from Selection grid

Select Attendance->Click the Import Monthly Attendance

After click Import Monthly Attendance one Import Monthly Attendance form is
displayed here select the month and click Make Attendance Template

After click the Make Attendance Template one excel sheet is generated. If any
employees is there in absents enter the Lops days in absent column and save
attendance template.

In Import Monthly Attendance form another option is there for reading the template
here clicks the Read Attendance from excel and select the path of Attendance
Template.
7. Closing the Month

Select the all the employees from Selection grid

Select the Process option and click the Month End Process.

After click Month End Process, Month End Process screen is displayed here selects
the month and clicks the process button.

8. Pay Roll Process

Select the all the employees from Selection grid

Select the Process option and click the Pay roll.

After click the Process, one Process screen is displayed here click the display and
click the process button.

After complete the all above steps, Generate the all the reports like Pay Slip, Pay
register, Bank transfer Letter, PF, ESI, PT and etc

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