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v11 HR docs reorganised to match HR Menu listing
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anoop
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<!-- add-breadcrumbs -->
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# Attendance
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An Attendance record stating that an Employee has been present on a particular
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day can be created manually by:
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> Human Resources > Documents > Attendance > New Attendance
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<img class="screenshot" alt="Attendence" src="{{docs_base_url}}/assets/img/human-resources/attendence.png">
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You can get a monthly report of your Attendance data by going to the “Monthly
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Attendance Details” report.
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You can easily set attendance for Employees using the [Employee Attendance Tool](/docs/user/manual/en/human-resources/tools/employee-attendance-tool.html)
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You can also bulk upload attendence using the [Upload Attendence Tool](/docs/user/manual/en/human-resources/tools/upload-attendance.html)
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{next}
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@@ -1,10 +1,10 @@
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# Attendance Request
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Using the Attendance Request DocType, employees can now submit their attendance request for the days when their attendance wasn't marked.
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Using the Attendance Request document, employees can now submit their attendance request for the days when their attendance wasn't marked.
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Just go to,
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> Human Resources > Employee and Attendance > Attendance Request
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> Human Resources > Employee and Attendance > Attendance Request > New Attendance Request
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<img class="screenshot" alt="Attendance Request" src="{{docs_base_url}}/assets/img/human-resources/attendance-request.png">
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@@ -0,0 +1,18 @@
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<!-- add-breadcrumbs -->
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# Attendance
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An Attendance record stating that an Employee has been present on a particular
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day can be created manually by:
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> Human Resources > Documents > Attendance > New Attendance
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<img class="screenshot" alt="Attendance" src="{{docs_base_url}}/assets/img/human-resources/attendance.png">
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You can get a monthly report of your Attendance data by going to the _Monthly
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Attendance Details_ report.
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You can easily set attendance for Employees using the [Employee Attendance Tool](/docs/user/manual/en/human-resources/employee_and_attendance/employee-attendance-tool.html)
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You can also bulk upload attendance using the [Upload Attendence Tool](/docs/user/manual/en/human-resources/employee_and_attendance/upload-attendance.html)
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{next}
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@@ -3,10 +3,10 @@
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To go the attendance tool, go to:
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> Human Resources > Tools > Employee Attendance Tool
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> Human Resources > Employee and Attendance > Employee Attendance Tool
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This tool allows you to add attendance records for multiple employees quickly.
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<img class="screenshot" alt="Attendence upload" src="{{docs_base_url}}/assets/img/human-resources/employee-attendance-tool.png">
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<img class="screenshot" alt="Attendance upload" src="{{docs_base_url}}/assets/img/human-resources/employee-attendance-tool.png">
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{next}
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@@ -19,7 +19,7 @@ You can further use this Employee master for performing various HR functions lik
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To create new Employee go to:
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> Human Resources > Employee > New
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> Human Resources > Employee > New Employee
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<img class="screenshot" alt="Employee" src="{{docs_base_url}}/assets/img/human-resources/employee.png">
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<!-- add-breadcrumbs -->
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# Employee and Attendance
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With ERPNext it's super simple to manage employees, keep track of attendance records etc. ERPNext also allows you to bulk upload attendance of employees.
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{index}
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employee
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employee-attendance-tool
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attendance
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attendance-request
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upload-attendance
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<!-- add-breadcrumbs -->
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# Upload Attendance
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This tool helps you to upload bulk attendance from a csv file.
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To upload the attendance go to:
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> Human Resources > Upload Attendance
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<img class="screenshot" alt="Attendance upload" src="{{docs_base_url}}/assets/img/human-resources/attendance-upload.png">
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{next}
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@@ -13,12 +13,12 @@ Use Case: Let's assume that following are the activities which need to be perfor
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Same way, you can have a different set of activities to be performed when relieving an Employee, like:
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- Disable access from the system
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- Collect assets from threlievinge Employee, if any allocated
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- Collect assets from the relieving Employee, if any allocated
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- Collect ID card
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- Update employee master
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- Perform full and final payment process in the payroll
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In ERPNext, these standard activities can be tracked in the Employee Onboarding and Separate Template.
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In ERPNext, these standard activities can be tracked in the Employee Onboarding and Separation Template.
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### Employee Onboarding Template
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@@ -15,4 +15,4 @@ Transfer document can be submitted on or after Transfer Date. Once submitted all
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<img class="screenshot" alt="Employee Transfer" src="{{docs_base_url}}/assets/img/human-resources/employee_transfer_1.png">
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> Note : If Create New Employee ID is checked, a new Employee will be created with property changes in Transfer Details table and old Employee will be marked as releived. Leave allocations for the new Employee has to be manually created from Leave Period.
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> Note : If Create New Employee ID is checked, a new Employee will be created with property changes in Transfer Details table and old Employee will be marked as relieved. Leave allocations for the new Employee has to be manually created from Leave Period.
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<!-- add-breadcrumbs -->
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# Employee Lifecycle Management
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Employee lifecycle management relates to the various stages an Employee goes through during the employment with an organization. It is important for most enterprise HR departments to keep records of these changes employees go through across the company. ERPNext simplifies these HR activities, read the following sections to understand how.
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### Topics
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||||
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{index}
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employee-promotion
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employee-transfer
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employee-onboarding-and-separation
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@@ -1,39 +1,16 @@
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employee
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attendance
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attendance-request
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leave
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leave-application
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compensatory-leave-request
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leave-encashment
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employee-advance
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expense-claim
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salary-and-payroll
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payroll-period
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setting-up-tax
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additional-salary
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employee-benefit-application
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employee-benefit-claim
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retention-bonus
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payroll-entry
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employee-tax-exemption-declaration
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employee-tax-exemption-proof-submission
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shift-management
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||||
recruitment
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||||
employee-and-attendance
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leaves-and-holiday
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payroll
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travel-and-expense-claim
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appraisal
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||||
job-applicant
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||||
job-opening
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||||
job-offer
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||||
training
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||||
tools
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||||
human-resources-reports
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||||
setup
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||||
holiday-list
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||||
human-resource-setup
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||||
daily-work-summary
|
||||
health-insurance
|
||||
fleet-management
|
||||
loan-management
|
||||
employee-promotion
|
||||
employee-transfer
|
||||
training
|
||||
recruitment
|
||||
shift-management
|
||||
fleet-management
|
||||
daily-work-summary
|
||||
human-resources-reports
|
||||
human-resource-setup
|
||||
setup
|
||||
articles
|
||||
employee-onboarding-and-separation
|
||||
tools
|
||||
|
||||
@@ -1,146 +0,0 @@
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<!-- add-breadcrumbs -->
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#Leaves - Overview
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This section will help you understand how ERPNext enables you to effectively manage the leave schedule of your organization. It also explains the way employees can apply for leaves.
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||||
Employees create leave requests, which their respective managers (leave approver) can approve or reject. An Employee can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. The number and type of leaves an Employee can apply is controlled by Leave Allocations. You can create Leave Allocations for a Leave Period based on the company's Leave Policy. You can also allocate additional leaves to your employees and generate reports to track leaves taken by Employees.
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||||
|
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---
|
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#Leave Type
|
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> Human Resources > Leaves and Holiday > Leave Type > New Leave Type
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Leave Type refers to types of leave allotted to an employee by a company. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s
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||||
requirement.
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||||
|
||||
<img class="screenshot" alt="New Leave Type"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/new-leave-type.png">
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**Max Leaves Allowed:** This field allows you to set the maximum number of leaves of this Leave Type that Employees can apply within a Leave Period.
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**Applicable After (Working Days):** Employees who have worked with the company for this number of days are only allowed to apply for this Leave Type. Do note that any other leaves availed by the Employee after her joining date is also considered while calculating working days.
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**Maximum Continuous Days Applicable:** It refers to maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days under a particular Leave Type, his/her extended leave may be considered as ‘Leave Without Pay’ and this may affect his/her salary calculation.
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**Is Carry Forward:** If checked, the balance leave will be carried forwarded to the next allocation period.
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**Is Leave Without Pay:** This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type.
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**Allow Negative Balance:** If checked, system will always allow to approve leave application for the Leave Type, even if there is no leave balance.
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**Include holidays within leaves as leaves:** Check this option if you wish to count holidays within leaves as a ‘leave’. Such holidays will be deducted from the total number of leaves.
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**Is Compensatory:** Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using [Compensatory Leave Request](/docs/user/manual/en/human-resources/compensatory-leave-request.html) and on approval of such requests, Leave Allocation for this leave type is updated allowing her to apply for leaves of this type later on.
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**Is Optional:** Check this Optional Leaves are holidays which Employees can choose to avail from a list of holidays published by the company. The Holiday List for optional leaves can have any number of holidays but you can restrict the number of such leaves granted to an Employee in a Leave Period by setting the Max Days Leave Allowed field.
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**Encashment:** It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so you should set "Allow Encashment" for Leave Types which are encashable. Leave encashment is allowed only in the last month of the Leave Period.
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|
||||
<img class="screenshot" alt="Leave Encashment"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-type-encashment.png">
|
||||
|
||||
You can set the **Encashment Threshold Days** field so that the Employees wont be able to encash that many days. These days should be carry forwarded to the next Leave Period so that it can be either encashed or availed. You may also want to set the **Earning Component** for use in Salary Slip while paying out the encashed amount to Employees as part of their Salary.
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|
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>Note: On submitting a [Leave Encashment](/docs/user/manual/en/human-resources/leave-encashment.html) for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll
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||||
|
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**Earned Leave:** Earned Leaves are leaves earned by an employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro rata by automatically updating Leave Allocation for leaves of this type at intervals set by **Earned Leave Frequency**. For example, if an employee earns 2 leaves of type Paid Leaves monthly, ERPNext automatically increments the Leave Allocation for Paid Leave at the end of every month by 2. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type, and will round to **Rounding** for fractions.
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||||
|
||||
<img class="screenshot" alt="Earned Leave"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/earned-leave.png">
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||||
###Default Leave Types
|
||||
There are some pre-loaded Leave Types in the system, as below:
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|
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- **Leave Without Pay:** You can avail these leaves for different purposes, such as, extended medical issues, educational purpose or unavoidable personal reason. Employee does not get paid for such leaves.
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- **Privilege leave:** These are like earned leaves which can be availed for the purpose of travel, family vacation and so on.
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- **Sick leave:** You can avail these leaves if you are unwell.
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- **Compensatory off:** These are compensatory leave allotted to employees for overtime work.
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- **Casual leave:** You can avail this leave to take care of urgent and unseen matters.
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---
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#Leave Policy
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> Human Resources > Leaves and Holiday > Leave Policy > New Leave Policy
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It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.
|
||||
|
||||
<img class="screenshot" alt="Leave Policy"
|
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src="{{docs_base_url}}/assets/img/human-resources/leave-policy.png">
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|
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### Enforcing the Leave Policy
|
||||
To enforce the Leave Policy, you can either:
|
||||
* Apply the Leave Policy in Employee Grade
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||||
<img class="screenshot" alt="Employee Grade"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
|
||||
|
||||
This will ensure all leave allocations for all employees of this grade will be as per the Leave Policy
|
||||
|
||||
* Update Employee record with appropriate Leave Policy. In case you need to selectively update the Leave Policy for a particular Employee, you can do so by updating the Employee record.
|
||||
|
||||
<img class="screenshot" alt="Employee Leave Policy"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-leave-policy.png">
|
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|
||||
#Leave Period
|
||||
Most companies manage leaves based on a Leave Period. ERPNext allows you to create a Leave period by going to
|
||||
> Human Resources > Leaves and Holiday > Leave Period > New Leave Period
|
||||
|
||||
<img class="screenshot" alt="Leave Period"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-period-1.png">
|
||||
|
||||
#Granting Leaves to Employees
|
||||
Leave Management in ERPNext is based on Leave Allocations created for each employee. This means, Employees can only avail as many leaves (of each Leave Type) allocated to them. There are multiple ways by which you can create Leave Allocations for Employees.
|
||||
|
||||
###Leave Allocation
|
||||
Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave.
|
||||
|
||||
###Allocating leaves for a Leave Period
|
||||
> Human Resources > Leaves and Holiday > Leave Period
|
||||
|
||||
Leave Period helps you manage leaves for a period and also doubles up as a tool to help you grant leaves for a category of employees. The **Grant** button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Also, note that **Carry Forward Leaves** check will enable you to carry forward any unused leaves (for Leave Types with Is Carry Forward turned on) from previous allocations to new ones.
|
||||
|
||||
<img class="screenshot" alt="Grant Leaves from Leave Period"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-period-2.png">
|
||||
|
||||
###Manual Allocation of leaves
|
||||
> Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation
|
||||
|
||||
To manually allocate leaves for an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
|
||||
|
||||
<img class="screenshot" alt="Manual Leave Allocation"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/manual-leave-allocation.png">
|
||||
|
||||
---
|
||||
|
||||
#Leave Application
|
||||
> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
|
||||
|
||||
Leave Application section enables an employee to apply for leaves. Employee can select the type of leave and the Leave Approver who will authorize the Leave Application. User with "Leave Approver" role are considered as Leave approver. Leave Approvers can also be restricted/pre-defined in the Employee record. Based on selected dates and applicable Holiday List, total leave days is calculated automatically.
|
||||
|
||||
**Basic Workflow:**
|
||||
|
||||
- Employee applies for leave through Leave Application
|
||||
- Approver gets notification via email, "Follow via Email" should be checked for this.
|
||||
- Approver reviews Leave Application
|
||||
- Approver approves/rejects Leave Application
|
||||
- Employee gets notification on the status of his/her Leave Application
|
||||
|
||||
<img class="screenshot" alt="Leave Allocation Tool"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/new-leave-application.png">
|
||||
|
||||
|
||||
**Notes:**
|
||||
|
||||
- Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across leave allocation period, you have to create two Leave Application records.
|
||||
- Application period must be in the latest Allocation period.
|
||||
- Employee can't apply for leave on the dates which are added in the "Leave Block List".
|
||||
|
||||
---
|
||||
|
||||
#Leave Block List
|
||||
|
||||
> Human Resources > Leaves and Holiday > Leave Block List > New Leave Block List
|
||||
|
||||
Leave Block List is a list of dates in a year, on which employees can not apply for leave. You can define a list of users who can approve Leave Application on blocked days, in case of urgency. You can also define whether the list will applied on entire company or any specific departments.
|
||||
|
||||
<img class="screenshot" alt="Leave Allocation Tool"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
|
||||
|
||||
{next}
|
||||
@@ -1,6 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Compensatory Leave Request
|
||||
ERPNext allows employees to request for compensatory leaves for days which they have worked on holidays. It is necessary that the dates should be in default Holiday List and also that the Employee should have her attendance marked Present. Note that Leave Types which are marked are **Is Compensatory** can be selected in the Compensatory Leave Request.
|
||||
ERPNext allows employees to request for compensatory leaves for days which they have worked on holidays. It is necessary that the dates should be in default Holiday List and also that the Employee should have her attendance marked Present. Note that Leave Types which are marked are _Is Compensatory_ can be selected in the Compensatory Leave Request.
|
||||
|
||||
To create a new Compensatory Leave Request, go to
|
||||
> Human Resources > Leaves and Holiday > Compensatory Leave Request > New Compensatory Leave Request
|
||||
@@ -3,7 +3,7 @@
|
||||
|
||||
Holiday List is a list which contains the dates of holidays.
|
||||
|
||||
Most organisations have a standard Holiday-List for their employees. Some even have different holiday lists based on the different locations or departments.
|
||||
Most organizations have a standard Holiday-List for their employees. Some even have different holiday lists based on the different locations or departments.
|
||||
|
||||
To add a new Holiday List, go to:
|
||||
|
||||
@@ -0,0 +1,7 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Leaves and Holiday
|
||||
Managing leaves of employees is a very important function every HR. ERPNext allows you to allocate leaves to employees, track leaves of employees and the approval workflows associated with the process. This sections explains this in detail.
|
||||
|
||||
### Topics
|
||||
|
||||
{index}
|
||||
@@ -0,0 +1,5 @@
|
||||
leave-application
|
||||
compensatory-leave-request
|
||||
leave-encashment
|
||||
holiday-list
|
||||
leave
|
||||
@@ -3,13 +3,24 @@
|
||||
|
||||
If your company has a formal system where Employees have to apply for leaves
|
||||
to be able to qualify as paid leaves, you can create Leave Application to
|
||||
track approval and usage of leaves. You have to mention the Employee, Leave
|
||||
track approval and usage of leaves. The applying employee requires to select their Employee record, Leave
|
||||
Type and the period for which the leave is taken.
|
||||
|
||||
> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
|
||||
|
||||
<img class="screenshot" alt="Leave Application" src="{{docs_base_url}}/assets/img/human-resources/new-leave-application.png">
|
||||
|
||||
_Basic Workflow:_
|
||||
|
||||
- Employee applies for leave through Leave Application
|
||||
- Approver gets notification via email, "Follow via Email" should be checked for this.
|
||||
- Approver reviews Leave Application
|
||||
- Approver approves/rejects Leave Application
|
||||
- Employee gets notification on the status of his/her Leave Application
|
||||
|
||||
<img class="screenshot" alt="Leave Allocation Tool"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/new-leave-application.png">
|
||||
|
||||
###Setting Leave Approver
|
||||
|
||||
* A leave approver is a user who can approve an leave application for an employee.
|
||||
@@ -23,7 +34,12 @@ their “Employee ID” as a match rule in the Leave Application Permission
|
||||
settings. See the earlier discussion on [Setting Up Permissions](/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.html)
|
||||
for more info.
|
||||
|
||||
To understand how ERPNext allows you configure leaves for employees, check [Leaves - Overview](/docs/user/manual/en/human-resources/leave.html)
|
||||
_Notes:_
|
||||
- Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across leave allocation period, you have to create two Leave Application records.
|
||||
- Application period must be in the latest Allocation period.
|
||||
- Employee can't apply for leave on the dates which are added in the "Leave Block List".
|
||||
|
||||
To understand how ERPNext allows you configure leaves for employees, check [Leaves - Setup](/docs/user/manual/en/human-resources/leave.html)
|
||||
|
||||
<div class="embed-container">
|
||||
<iframe src="https://www.youtube.com/embed/fc0p_AXebc8?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
|
||||
@@ -10,6 +10,6 @@ As you select Employee and Leave Type, Leave Balance and Encashable Days (which
|
||||
<img class="screenshot" alt="Leave Encashment"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-encashment.png">
|
||||
|
||||
On submitting a Leave Encashment for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll
|
||||
On submitting a Leave Encashment for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/payroll/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll
|
||||
|
||||
{next}
|
||||
128
foundation/www/docs/user/manual/en/human-resources/leaves_and_holiday/leave.md
Executable file
128
foundation/www/docs/user/manual/en/human-resources/leaves_and_holiday/leave.md
Executable file
@@ -0,0 +1,128 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
#Leaves Setup
|
||||
This section will help you understand how ERPNext enables you to efficiently manage the leave schedule of your organization. It also explains the way employees can apply for leaves.
|
||||
|
||||
Employees create leave requests, which their respective managers (leave approver) can approve or reject. An Employee can select from a number of leave types such as sick leave, casual leave, privilege leave and so on. The number and type of leaves an Employee can apply is controlled by Leave Allocations. You can create Leave Allocations for a Leave Period based on the company's Leave Policy. You can also allocate additional leaves to your employees and generate reports to track leaves taken by Employees.
|
||||
|
||||
---
|
||||
##Leave Type
|
||||
> Human Resources > Leaves and Holiday > Leave Type > New Leave Type
|
||||
|
||||
Leave Type refers to types of leave allotted to an employee by a company. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s
|
||||
requirement.
|
||||
|
||||
<img class="screenshot" alt="New Leave Type"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/new-leave-type.png">
|
||||
|
||||
* Max Leaves Allowed: This field allows you to set the maximum number of leaves of this Leave Type that Employees can apply within a Leave Period.
|
||||
|
||||
* Applicable After (Working Days): Employees who have worked with the company for this number of days are only allowed to apply for this Leave Type. Do note that any other leaves availed by the Employee after her joining date is also considered while calculating working days.
|
||||
|
||||
* Maximum Continuous Days Applicable: It refers to maximum number of days this particular Leave Type can be availed at a stretch. If an employee exceeds the maximum number of days under a particular Leave Type, his/her extended leave may be considered as ‘Leave Without Pay’ and this may affect his/her salary calculation.
|
||||
|
||||
* Is Carry Forward: If checked, the balance leave will be carried forwarded to the next allocation period.
|
||||
|
||||
* Is Leave Without Pay: This ensures that the Leave Type will be treated as leaves without pay and salary will get deducted for this Leave Type.
|
||||
|
||||
* Allow Negative Balance: If checked, system will always allow to approve leave application for the Leave Type, even if there is no leave balance.
|
||||
|
||||
* Include holidays within leaves as leaves: Check this option if you wish to count holidays within leaves as a ‘leave’. Such holidays will be deducted from the total number of leaves.
|
||||
|
||||
* Is Compensatory: Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave. You can check this option to mark the Leave Type as compensatory. An Employee can request for compensatory leaves using [Compensatory Leave Request](/docs/user/manual/en/human-resources/leaves_and_holiday/compensatory-leave-request.html) and on approval of such requests, Leave Allocation for this leave type is updated allowing her to apply for leaves of this type later on.
|
||||
|
||||
* Is Optional: Check this Optional Leaves are holidays which Employees can choose to avail from a list of holidays published by the company. The Holiday List for optional leaves can have any number of holidays but you can restrict the number of such leaves granted to an Employee in a Leave Period by setting the Max Days Leave Allowed field.
|
||||
|
||||
* Encashment: It is possible that Employees can receive cash from their Employer for unused leaves granted to them in a Leave Period. Not all Leave Types need to be encashable, so you should set "Allow Encashment" for Leave Types which are encashable. Leave encashment is allowed only in the last month of the Leave Period.
|
||||
|
||||
<img class="screenshot" alt="Leave Encashment"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-type-encashment.png">
|
||||
|
||||
You can set the _Encashment Threshold Days_ field so that the Employees wont be able to encash that many days. These days should be carry forwarded to the next Leave Period so that it can be either encashed or availed. You may also want to set the _Earning Component_ for use in Salary Slip while paying out the encashed amount to Employees as part of their Salary.
|
||||
|
||||
>Note: On submitting a [Leave Encashment](/docs/user/manual/en/human-resources/leaves_and_holiday/leave-encashment.html) for an Employee, ERPNext automatically creates an [Additional Salary](/docs/user/manual/en/human-resources/payroll/additional-salary.html) which will get added to the Salary Slip of the Employee when processing the next payroll
|
||||
|
||||
* Earned Leave: Earned Leaves are leaves earned by an employee after working with the company for a certain amount of time. Checking "Is Earned Leave" will allot leaves pro rata by automatically updating Leave Allocation for leaves of this type at intervals set by _Earned Leave Frequency_. For example, if an employee earns 2 leaves of type Paid Leaves monthly, ERPNext automatically increments the Leave Allocation for Paid Leave at the end of every month by 2. The leave allotment process (background job) will only allot leaves considering the max leaves for the leave type, and will round to _Rounding_ for fractions.
|
||||
|
||||
<img class="screenshot" alt="Earned Leave"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/earned-leave.png">
|
||||
|
||||
###Default Leave Types
|
||||
There are some pre-loaded Leave Types in the system, as below:
|
||||
|
||||
- Leave Without Pay: You can avail these leaves for different purposes, such as, extended medical issues, educational purpose or unavoidable personal reason. Employee does not get paid for such leaves.
|
||||
- Privilege leave: These are like earned leaves which can be availed for the purpose of travel, family vacation and so on.
|
||||
- Sick leave: You can avail these leaves if you are unwell.
|
||||
- Compensatory off: These are compensatory leave allotted to employees for overtime work.
|
||||
- Casual leave: You can avail this leave to take care of urgent and unseen matters.
|
||||
|
||||
---
|
||||
##Leave Policy
|
||||
> Human Resources > Leaves and Holiday > Leave Policy > New Leave Policy
|
||||
|
||||
It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. ERPNext allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy.
|
||||
|
||||
<img class="screenshot" alt="Leave Policy"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-policy.png">
|
||||
|
||||
### Enforcing the Leave Policy
|
||||
To enforce the Leave Policy, you can either:
|
||||
* Apply the Leave Policy in Employee Grade
|
||||
<img class="screenshot" alt="Employee Grade"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-grade.png">
|
||||
|
||||
This will ensure all leave allocations for all employees of this grade will be as per the Leave Policy
|
||||
|
||||
* Update Employee record with appropriate Leave Policy. In case you need to selectively update the Leave Policy for a particular Employee, you can do so by updating the Employee record.
|
||||
|
||||
<img class="screenshot" alt="Employee Leave Policy"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-leave-policy.png">
|
||||
|
||||
---
|
||||
##Leave Period
|
||||
Most companies manage leaves based on a Leave Period. ERPNext allows you to create a Leave period by going to
|
||||
> Human Resources > Leaves and Holiday > Leave Period > New Leave Period
|
||||
|
||||
<img class="screenshot" alt="Leave Period"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-period-1.png">
|
||||
|
||||
###Granting Leaves to Employees
|
||||
Leave Management in ERPNext is based on Leave Allocations created for each employee. This means, Employees can only avail as many leaves (of each Leave Type) allocated to them. There are multiple ways by which you can create Leave Allocations for Employees.
|
||||
|
||||
##Leave Allocation
|
||||
Leave Allocation enables you to allot a specific number of leaves to a particular employee. You can allocate a number of leaves to different types of leave.
|
||||
|
||||
###Allocating leaves for a Leave Period
|
||||
> Human Resources > Leaves and Holiday > Leave Period
|
||||
|
||||
Leave Period helps you manage leaves for a period and also doubles up as a tool to help you grant leaves for a category of employees. The _Grant_ button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Grade, Department or Designation. Also, note that _Carry Forward Leaves_ check will enable you to carry forward any unused leaves (for Leave Types with Is Carry Forward turned on) from previous allocations to new ones.
|
||||
|
||||
<img class="screenshot" alt="Grant Leaves from Leave Period"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-period-2.png">
|
||||
|
||||
###Manual Allocation of leaves
|
||||
> Human Resources > Leaves and Holiday > Leave Allocation > New Leave Allocation
|
||||
|
||||
To manually allocate leaves for an Employee, select the period and the number of leaves you want to allocate. You can also add unused leaves from previous allocation period.
|
||||
|
||||
<img class="screenshot" alt="Manual Leave Allocation"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/manual-leave-allocation.png">
|
||||
|
||||
---
|
||||
##Leave Block List
|
||||
|
||||
> Human Resources > Leaves and Holiday > Leave Block List > New Leave Block List
|
||||
|
||||
Leave Block List is a list of dates in a year, on which employees can not apply for leave. You can define a list of users who can approve Leave Application on blocked days, in case of urgency. You can also define whether the list will applied on entire company or any specific departments.
|
||||
|
||||
<img class="screenshot" alt="Leave Allocation Tool"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/leave-block-list.png">
|
||||
|
||||
---
|
||||
#Applying for Leaves
|
||||
|
||||
##Leave Application
|
||||
> Human Resources > Leaves and Holiday > Leave Application > New Leave Application
|
||||
|
||||
[Leave Application](/docs/user/manual/en/human-resources/leaves_and_holiday/leave-application.html) section enables an employee to apply for leaves. Employee can select the type of leave and the Leave Approver who will authorize the Leave Application. User with "Leave Approver" role are considered as Leave approver. Leave Approvers can also be restricted/pre-defined in the Employee record. Based on selected dates and applicable Holiday List, total leave days is calculated automatically.
|
||||
|
||||
{next}
|
||||
@@ -1,49 +0,0 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Payroll Entry
|
||||
|
||||
You can also create salary slip for multiple employees using Payroll Entry:
|
||||
|
||||
> Human Resources > Payroll Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-entry.png">
|
||||
|
||||
In Payroll Entry,
|
||||
|
||||
1. Select the Company for which you want to create the Salary Slips. You can also select the other fields like Branch, Department, Designation or Project to be more specific.
|
||||
2. Check "Salary Slip based on Timesheet" if you want to process timesheet based Salary Slips.
|
||||
3. Select the Posting Date and the frequency of payroll which you want to create the Salary Slips.
|
||||
4. Click on "Get Employee Details" to get a list of Employees for which the Salary Slips will be created based on the selected criteria.
|
||||
5. Enter the Start and End dates for the payroll period.
|
||||
6. You can check "Deduct Tax For Unclaimed Employee Benefits" if you want to deduct taxes for all benefits (Salary Components which are "Is Flexible Benefit") paid to employees till the current payroll
|
||||
7. Similarly, "Deduct Tax For Unsubmitted Tax Exemption Proof" allows you to deduct taxes for the earnings which were exempted in the previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.html)
|
||||
8. Select the Cost Center and Payment Account.
|
||||
9. Save the form and Submit it to create Salary Slip records for each active Employee for the time period selected. If the Salary Slips are already created, the system will not create any more Salary Slips. You can also just save the form as Draft and create the Salary Slips later.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/created-payroll.png">
|
||||
|
||||
Once all Salary Slips are created, you can use "View Salary Slips" to verify if they are created correctly or edit it if you want to deduct Leave Without Pay (LWP).
|
||||
|
||||
After checking, you can "Submit" them all together by clicking on "Submit Salary Slip".
|
||||
|
||||
>Note: Submitting Salary Slips will also book the default Payroll Payable account to record the accrual of salary.
|
||||
|
||||
### Booking Salaries in Accounts
|
||||
|
||||
The final step is to book the Salaries in your Accounts.
|
||||
|
||||
Salaries in businesses are usually dealt with extreme privacy. In most cases, the companies issues a single payment to the bank combining all salaries and the bank distributes the salaries to each employee’s salary account. This way there is only one payment entry in the company’s books of accounts and anyone with access to the company’s accounts will not have access to the individual salaries.
|
||||
|
||||
The salary payment entry is a Journal Entry that debits the total of the earning type salary component and credits the total of deduction type salary component of all Employees to the default account set at Salary Component level for each component.
|
||||
|
||||
To generate your salary payment voucher from Payroll Entry, click on -
|
||||
> Make > Bank Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-make-bank-entry.png">
|
||||
|
||||
Payroll Entry will route you to Journal Entry with relevant filters to view the draft Journal Vouchers created. You shall set reference number and date for the transactions and Submit the Journal Entries.
|
||||
|
||||
>Note: For Salary Components which are Flexible Benefits and has "Create Separate Payment Entry Against Benefit Claim" checked, ERPNext will book separate draft Journal Entries.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-journal-entry.png">
|
||||
|
||||
{next}
|
||||
@@ -1,7 +1,7 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Additional Salary
|
||||
|
||||
ERPNext allows you to add additional Salary Components (Is Additional Component) to Salary Slips while processing the payroll. Some examples of Additional Salary could be Performance Bonus, Deputation Allowance, Arrears or other adjustments etc. To create Additional Salary, you can go to -
|
||||
ERPNext allows you to add additional Salary Components (_Is Additional Component_) to Salary Slips while processing the payroll. Some examples of Additional Salary could be Performance Bonus, Deputation Allowance, Arrears or other adjustments etc. To create Additional Salary, you can go to -
|
||||
|
||||
> Human resources > Payroll > Additional Salary > New Additional Salary
|
||||
|
||||
@@ -15,10 +15,10 @@ It is based on the Employee Benefit Application that the Max Benefit Amount will
|
||||
|
||||
> Note: Employees can only submit one Employee Benefit Application for a Payroll Period.
|
||||
|
||||
Employee Benefit Application should cover the full amount which the employee has to receive as per the Max Benefit amount on a pro-rata basis. However, if the Salary Structure of the employee consists of Salary Components which are to be paid on Employee Benefit Claim (Salary Component with **Pay Against Benefit Claim**), they are allowed to submit Employee Benefit Application excluding the amount allocated for such components.
|
||||
Employee Benefit Application should cover the full amount which the employee has to receive as per the Max Benefit amount on a pro-rata basis. However, if the Salary Structure of the employee consists of Salary Components which are to be paid on Employee Benefit Claim (Salary Component with _Pay Against Benefit Claim_), they are allowed to submit Employee Benefit Application excluding the amount allocated for such components.
|
||||
|
||||
Also, note that those components which are to be received based on Employee Benefit Claims can also be part of the application, but will only be disbursed lump-sum, as part of their salary when the Employee submits a claim for it.
|
||||
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before the last payroll, use **Deduct Tax For Unclaimed Employee Benefits** in Payroll Entry / Salary Slip while processing the Salary.
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before the last payroll, use _Deduct Tax For Unclaimed Employee Benefits_ in Payroll Entry / Salary Slip while processing the Salary.
|
||||
|
||||
{next}
|
||||
@@ -2,8 +2,8 @@
|
||||
#Employee Benefit Claim
|
||||
|
||||
Employee Benefit Claim allows Employees to -
|
||||
1. Claim flexible benefits which are to be received lump-sum (if Salary Component is **Pay Against Benefit Claim**)
|
||||
2. Claim tax exemption for flexible benefits received pro-rata, as part of salary when **Deduct Tax For Unclaimed Employee Benefits** is checked in Payroll Entry / Salary Slip
|
||||
1. Claim flexible benefits which are to be received lump-sum (if Salary Component is _Pay Against Benefit Claim_)
|
||||
2. Claim tax exemption for flexible benefits received pro-rata, as part of salary when _Deduct Tax For Unclaimed Employee Benefits_ is checked in Payroll Entry / Salary Slip
|
||||
|
||||
You can create a new Employee Benefit Claim by going to,
|
||||
> Human Resources > Payroll > Employee Benefit Claim > New Employee Benefit Claim
|
||||
@@ -12,6 +12,6 @@ You can create a new Employee Benefit Claim by going to,
|
||||
|
||||
Here, Employee can view the view the eligible amount as per their Salary Structure Assignment and claim for the amount which they wish to receive as part fo their next Salary. Any remaining amount which the employee did not claim for, in a Payroll Period, will be disbursed as part of the last payroll Salary.
|
||||
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before the last payroll, use **Deduct Tax For Unclaimed Employee Benefits** in Payroll Entry / Salary Slip while processing the Salary.
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before the last payroll, use _Deduct Tax For Unclaimed Employee Benefits_ in Payroll Entry / Salary Slip while processing the Salary.
|
||||
|
||||
{next}
|
||||
@@ -7,16 +7,17 @@ At the beginning of a Payroll Period, employees can declare the amount of exempt
|
||||
<img class="screenshot" alt="Employee Tax Exemption Declaration"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-tax-exemption-declaration.png">
|
||||
|
||||
The the **Total Exemption Amount** will be exempted from annual taxable earnings of the employee while calculating the tax deductions in Payroll.
|
||||
The the _Total Exemption Amount_ will be exempted from annual taxable earnings of the employee while calculating the tax deductions in Payroll.
|
||||
|
||||
> Note: Employees can only submit one Employee Tax Exemption Declaration for a Payroll Period.
|
||||
|
||||
### Regional - India
|
||||
For the current fiscal year, in India, House Rent Allowance (HRA) exemption from taxable earnings is the minimum of:
|
||||
* The actual amount allotted by the employer as the HRA.
|
||||
* Actual rent paid less 10% of the basic salary.
|
||||
* 50% of the basic salary, if the employee is staying in a metro city (40% for a non-metro city).
|
||||
|
||||
As part of the Employee Tax Exemption Declaration, employees shall also fill out the HRA Exemption. ERPNext will calculate the exemption eligible for HRA and exempt it while calculating the taxable earnings.
|
||||
* The actual amount allotted by the employer as the HRA.
|
||||
* Actual rent paid less 10% of the basic salary.
|
||||
* 50% of the basic salary, if the employee is staying in a metro city (40% for a non-metro city).
|
||||
|
||||
> Note: HRA component shall be configured in Company for HRA exemption to work
|
||||
As part of the Employee Tax Exemption Declaration, employees shall also fill out the HRA Exemption. ERPNext will calculate the exemption eligible for HRA and exempt it while calculating the taxable earnings.
|
||||
|
||||
> Note: HRA component shall be configured in Company for HRA exemption to work
|
||||
@@ -9,16 +9,17 @@ To create a new Employee Tax Exemption Proof Submission, go to
|
||||
<img class="screenshot" alt="Employee Tax Exemption Proof Submission"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/employee-tax-exemption-proof-submission.png">
|
||||
|
||||
The the **Total Exemption Amount** will be exempted from annual taxable earnings of the employee while calculating the tax deductions in the last payroll.
|
||||
The the _Total Exemption Amount_ will be exempted from annual taxable earnings of the employee while calculating the tax deductions in the last payroll.
|
||||
|
||||
> Note: Even if employees submit exemption proofs anytime during the payroll period, ERPNext will only consider this in the last payroll of the Payroll Period for adjusting the final taxes based on the proof submitted. If you need to adjust any additional tax collected or consider proof submission of employees anytime before the last payroll, while processing Payroll Entry (or in the Salary Slip of the employee) check the **Deduct Tax For Unsubmitted Tax Exemption Proof** option.
|
||||
> Note: Even if employees submit exemption proofs anytime during the payroll period, ERPNext will only consider this in the last payroll of the Payroll Period for adjusting the final taxes based on the proof submitted. If you need to adjust any additional tax collected or consider proof submission of employees anytime before the last payroll, while processing Payroll Entry (or in the Salary Slip of the employee) check the _Deduct Tax For Unsubmitted Tax Exemption Proof_ option.
|
||||
|
||||
### Regional - India
|
||||
For the current fiscal year, in India, House Rent Allowance (HRA) exemption from taxable earnings is the minimum of:
|
||||
* The actual amount allotted by the employer as the HRA.
|
||||
* Actual rent paid less 10% of the basic salary.
|
||||
* 50% of the basic salary, if the employee is staying in a metro city (40% for a non-metro city).
|
||||
|
||||
As part of the Employee Tax Exemption Proof Submission, employees shall also submit proof for HRA Exemption.
|
||||
* The actual amount allotted by the employer as the HRA.
|
||||
* Actual rent paid less 10% of the basic salary.
|
||||
* 50% of the basic salary, if the employee is staying in a metro city (40% for a non-metro city).
|
||||
|
||||
> Note: HRA component shall be configured in Company for HRA exemption to work
|
||||
As part of the Employee Tax Exemption Proof Submission, employees shall also submit proof for HRA Exemption. ERPNext will calculate the exemption eligible for HRA and exempt it while calculating the taxable earnings in the last payroll of the Payroll Period.
|
||||
|
||||
> Note: HRA component shall be configured in Company for HRA exemption to work
|
||||
@@ -0,0 +1,6 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Payroll
|
||||
Payroll processing is an important function of every enterprise HR. ERPNext greatly simplifies this process by offering an array of features that you can utilize form Salary Structure management to bulk processing Payroll of employees. Read the following documentation to understand how to configure and use ERPNext Human Resources to super power your Payroll processing.
|
||||
|
||||
#Topics
|
||||
{index}
|
||||
@@ -0,0 +1,10 @@
|
||||
payroll-entry
|
||||
additional-salary
|
||||
retention-bonus
|
||||
employee-benefit-application
|
||||
employee-benefit-claim
|
||||
employee-tax-exemption-declaration
|
||||
employee-tax-exemption-proof-submission
|
||||
payroll-period
|
||||
payroll-setup
|
||||
setting-up-tax
|
||||
51
foundation/www/docs/user/manual/en/human-resources/payroll/payroll-entry.md
Executable file
51
foundation/www/docs/user/manual/en/human-resources/payroll/payroll-entry.md
Executable file
@@ -0,0 +1,51 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Payroll Entry
|
||||
|
||||
Payroll Entry enables bulk processing of payroll for employees company wide or employees of a particular branch, department or designation. Payroll Entry helps you create Salary Slips _in bulk_ for selected employees, submit the created Salary Slips at once, submit salary accrual entry and finally post bank entry for recording the salary payment, automating almost every step involved in payroll processing. Here's how you can use Payroll Entry to simplify your payroll processing.
|
||||
|
||||
> Human Resources > Payroll > Payroll Entry > New Payroll Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-entry.png">
|
||||
|
||||
> Note: Read [Payroll Setup](/docs/user/manual/en/human-resources/payroll/payroll-setup.html)to know how you can configure Payroll to take the full advantage of ERPNext Human Resources
|
||||
|
||||
In Payroll Entry,
|
||||
|
||||
1. Select the Company for which you want to create the Salary Slips. You can also select the other fields like Branch, Department, Designation or Project to be more specific.
|
||||
2. Check _Salary Slip based on Timesheet_ if you want to process timesheet based Salary Slips.
|
||||
3. Select the Posting Date and the frequency of payroll which you want to create the Salary Slips.
|
||||
4. Click on _Get Employee Details_ to get a list of Employees for which the Salary Slips will be created based on the selected criteria.
|
||||
5. Enter the Start and End dates for the payroll period.
|
||||
6. You can check _Deduct Tax For Unclaimed Employee Benefits_ if you want to deduct taxes for all benefits (Salary Components which are _Is Flexible Benefit_) paid to employees till the current payroll
|
||||
7. Similarly, _Deduct Tax For Unsubmitted Tax Exemption Proof_ allows you to deduct taxes for the earnings which were exempted in the previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-proof-submission.html)
|
||||
8. Select the Cost Center and Payment Account.
|
||||
9. Save the form and Submit it to create Salary Slip records for each active Employee for the time period selected. If the Salary Slips are already created, the system will not create any more Salary Slips. You can also just save the form as Draft and create the Salary Slips later.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/created-payroll.png">
|
||||
|
||||
Once all Salary Slips are created, you can use _View Salary Slips_ to verify if they are created correctly or edit it if you want to deduct Leave Without Pay (LWP).
|
||||
|
||||
After checking, you can "Submit" them all together by clicking on "Submit Salary Slip".
|
||||
|
||||
>Note: Submitting Salary Slips will also book the default Payroll Payable account to record the accrual of salary.
|
||||
|
||||
### Booking Salaries in Accounts
|
||||
|
||||
The final step is to book the Salaries in your Accounts.
|
||||
|
||||
Salaries in businesses are usually dealt with extreme privacy. In most cases, the companies issues a single payment to the bank combining all salaries and the bank distributes the salaries to each employee’s salary account. This way there is only one payment entry in the company’s books of accounts and anyone with access to the company’s accounts will not have access to the individual salaries.
|
||||
|
||||
The salary payment entry is a Journal Entry that debits the total of the earning type salary component and credits the total of deduction type salary component of all Employees to the default account set at Salary Component level for each component.
|
||||
|
||||
To generate your salary payment voucher from Payroll Entry, click on -
|
||||
> Make > Bank Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-make-bank-entry.png">
|
||||
|
||||
Payroll Entry will route you to Journal Entry with relevant filters to view the draft Journal Vouchers created. You shall set reference number and date for the transactions and Submit the Journal Entries.
|
||||
|
||||
>Note: For Salary Components which are Flexible Benefits and has _Create Separate Payment Entry Against Benefit Claim_ checked, ERPNext will book separate draft Journal Entries.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-journal-entry.png">
|
||||
|
||||
{next}
|
||||
@@ -7,7 +7,7 @@ You can create Payroll Period by going to:
|
||||
|
||||
<img class="screenshot" alt="Payroll Period" src="/docs/assets/img/human-resources/payroll-period.png">
|
||||
|
||||
You can add multiple tax slabs for the payroll period depending on the tax regulations. Note that you can use fields in Employee document in the **Condition** field to apply tax slabs based on properties of employees. Here is an example of how to define a tax slab for Employees who are aged between 60 and 80 years.
|
||||
You can add multiple tax slabs for the payroll period depending on the tax regulations. Note that you can use fields in Employee document in the _Condition_ field to apply tax slabs based on properties of employees. Here is an example of how to define a tax slab for Employees who are aged between 60 and 80 years.
|
||||
|
||||
<img class="screenshot" alt="Payroll Period" src="/docs/assets/img/human-resources/payroll-period-tax-slab.png">
|
||||
|
||||
@@ -0,0 +1,226 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Payroll Setup
|
||||
|
||||
Salary is a fixed amount of money or compensation paid to an employee by an employer in return for the work performed.
|
||||
|
||||
Payroll is the administration of financial records of employees' salaries, wages, bonuses, net pay, and deductions.
|
||||
|
||||
To process Payroll in ERPNext,
|
||||
|
||||
1. Define [Payroll Period](/docs/user/manual/en/human-resources/payroll/payroll-period.html) (optional)
|
||||
2. Create Salary Structure with Salary Components (Earnings and Deductions)
|
||||
3. Assign Salary Structures to each Employee via Salary Structure Assignment
|
||||
4. Generate Salary Slips via [Payroll Entry](/docs/user/manual/en/human-resources/payroll/payroll-entry.html).
|
||||
5. Book the Salary in your Accounts.
|
||||
|
||||
## Payroll Period
|
||||
[Payroll Period](/docs/user/manual/en/human-resources/payroll/payroll-period.html), in ERPNext, is a period for which Employees get paid for their occupation with the Company. Payroll period helps you define Tax slabs applicable for the period, making it easier to manage changing laws.
|
||||
|
||||
> Note: Configuring Payroll Period is optional if you do not intend to use Flexible Benefits or Tax Slabs
|
||||
|
||||
## Salary Component
|
||||
This document allows you to define each Earning and Deduction component which can be used to create a Salary Structure and subsequently create Salary Slip or Additional Salary. You can also configure the type, condition and formula as well as other settings which are discussed below. You should be able to enable various combinations of the following options to configure each component as it fits your Company / Regional policies.
|
||||
|
||||
* Depends on Leave Without Pay: Leave Without Pay (LWP) happens when an Employee runs out of allocated leaves
|
||||
or takes a leave without an approval (via Leave Application). If enabled, ERPNext will automatically deduct the
|
||||
pay in proportion of LWP days divided by the total working days for the month (based on the Holiday List).
|
||||
|
||||
> Note: If you don’t want ERPNext to manage LWP, don’t turn on this flag in any of the Salary Components
|
||||
|
||||
* Do not include in total: If this option is enabled, the component wont be added to the total of the Earnings or Deductions of the Salary Slip
|
||||
|
||||
#### Earning
|
||||
|
||||
<img class="screenshot" alt="Salary Component Earnings"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component.png">
|
||||
|
||||
* Is Additional Component: This option specify that the component can only be paid as Additional Salary. Examples of this component could be Performance Bonus or pay received for on-site deputation etc. Such components are not considered to be part of normal Salary Structure. Instead, Additional Salary with these components can be submitted as required which will be added to the Salary Slip automatically.
|
||||
|
||||
* Is Tax Applicable: If a component needs to be considered for Tax calculations specified as per the Payroll Period you may want to enable this option. It would be required that you have a Payroll Period configured with valid Tax Slabs for payroll processing.
|
||||
|
||||
* Is Payable: Such components can be booked against separate payable accounts and the Accounts shall be configured in the Accounts table
|
||||
|
||||
* Flexible Benefits: Flexible Benefits are earning components which Employees can choose to receive on a pro-rata basis or annually when they claim for. These are mostly tax exempted, unless the Employee fail to file the claim with adequate bills / documents. If turned on, you can specify the maximum benefit allowed for an employee in a year. Employees can create [Employee Benefit Application](/docs/user/manual/en/human-resources/payroll/employee-benfit-application.html) with the ones they opt for.
|
||||
|
||||
>Note: Employee Benefit Application will only allow Employees to only choose from the flexible components which are present in the Salary Structure assigned to the Employee
|
||||
|
||||
- Pay Against Benefit Claim: Employees can opt to receive flexible benefits annually via Employee Benefit Claim or along with their salary every month. If you enable this, the amount allocated for the component will be paid as the Employee submits an [Employee Benefit Claim](/docs/user/manual/en/human-resources/payroll/employee-benefit-claim.html). Else the amount will be dispersed as part of the Employee's salary on a pro-rata basis.
|
||||
|
||||
- Only Tax Impact (Cannot Claim But Part of Taxable Income): Such components are those which the company has already paid to the Employee in cash or by some other means, for example a car purchased for the Employee's use. The Employee cannot claim but is liable to pay tax. The amount allocated for this component will be considered while calculating the taxable income of the Employee.
|
||||
|
||||
- Create Separate Payment Entry Against Benefit Claim: Some of the flexible benefits may be legally required to be paid via separate vouchers. If you enable this, while posting the bank entry the amount paid for such components will be posted as a separate entry for each Employee.
|
||||
|
||||
<img class="screenshot" alt="Flexible Salary Component"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component-1.png">
|
||||
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before that last payroll, use "Deduct Tax For Unclaimed Employee Benefits" in Payroll Entry / Salary Slip while processing the Salary.
|
||||
|
||||
#### Deduction
|
||||
|
||||
<img class="screenshot" alt="Salary Component Deduction"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component-2.png">
|
||||
|
||||
* Variable Based On Taxable Salary: If you enable this, the component will be considered as the standard Tax deduction component. Tax will be calculated based on the Tax slabs configured in Payroll Period on all the total taxable salary.
|
||||
|
||||
## Salary Structure
|
||||
|
||||
Salary Structure represents how Salaries are structured and calculated based on Earnings and Deductions. Salary structures are used to help organizations:
|
||||
|
||||
1. Maintain pay levels that are competitive with the external labor market,
|
||||
2. Maintain internal pay relationships among jobs,
|
||||
3. Recognize and reward differences in the level of responsibility, skill, and performance, and manage pay expenditures.
|
||||
|
||||
Usual components of a salary structure (in India) include:
|
||||
|
||||
* Basic Salary: It is the taxable base income and generally not more than 40% of CTC.
|
||||
|
||||
* House Rent Allowance: The HRA constitutes 40 to 50% of the basic salary.
|
||||
|
||||
* Special Allowances: Makes up for the remainder part of the salary, mostly smaller than the basic salary which is completely taxable.
|
||||
|
||||
* Leave Travel Allowance: The non-taxable amount paid by the employer to the employee for vacation/trips with family within India.
|
||||
|
||||
* Gratuity: It is basically a lump sum amount paid by the employer when the employee resigns from the organization or retires.
|
||||
|
||||
* PF: Fund collected during emergency or old age. 12% of the basic salary is automatically deducted and goes to the employee provident fund.
|
||||
|
||||
* Medical Allowance: The employer pays the employee for the medical expenditures incurred. It is tax-free up to Rs.15,000.
|
||||
|
||||
* Bonus: Taxable part of the CTC, usually a once a year lump sum amount, given to the employee based on the individual’s as well as the organizational performance for the year.
|
||||
|
||||
* Employee Stock Options: ESOPS are Free/discounted shares given by the company to the employees. This is done to primarily increase employee retention.
|
||||
|
||||
<img class="screenshot" alt="Submitted Salary Structure" src="{{docs_base_url}}/assets/img/human-resources/salary-structure.png">
|
||||
A submitted Salary Structure
|
||||
|
||||
### Creating a New Salary Structure
|
||||
To create a new Salary Structure go to:
|
||||
|
||||
> Human Resources > Payroll Setup > Salary Structure > New Salary Structure
|
||||
|
||||
In the new Salary Structure,
|
||||
|
||||
1. Name the salary Structure and set the company, letterhead for Salary Slip printing and frequency of payroll etc.
|
||||
2. Set the starting date from which this is valid (Note: There can only be one Salary Structure that can be “Active” for an Employee during any period).
|
||||
3. Configure Leave Encashment Amount per Day which will be the amount payable to Employees on Leave Encashment requests.
|
||||
4. Max Benefits amount is the maximum amount eligible as Flexible Components to employees.
|
||||
|
||||
#### Salary Slip Based on Timesheet
|
||||
|
||||
Salary Slip based on Timesheet is applicable if you have timesheet based payroll system
|
||||
|
||||
1. Check "Salary Slip Based on Timesheet"
|
||||
2. Select the salary component and enter Hour Rate (Note: This salary component gets added to earnings in Salary Slip)
|
||||
|
||||
<img class="screenshot" alt="Salary Slip based on Timesheet" src="{{docs_base_url}}/assets/img/human-resources/salary-timesheet.png">
|
||||
|
||||
#### Earnings and Deductions in Salary Structure
|
||||
|
||||
In the “Earnings” and “Deductions” tables, you can select the earnings and deductions components The condition and formula configured in Salary Component will be copied by default, but you may change this if required. You may also want to select the Base component in the Earnings table. Note that the amount eligible for each employee should be configured in Salary Structure Assignment.
|
||||
|
||||
If the condition and formula for any of the earnings or deductions are not configured in Salary Component, you can calculate the values of Salary Components based on,
|
||||
|
||||
#### Condition and Formula
|
||||
|
||||
<img class="screenshot" alt="Condition and Formula" src="{{docs_base_url}}/assets/img/human-resources/condition-formula.png">
|
||||
|
||||
#### Condition and Amount
|
||||
|
||||
<img class="screenshot" alt="Condition and Amount" src="{{docs_base_url}}/assets/img/human-resources/condition-amount.png">
|
||||
|
||||
|
||||
In conditions and formulas,
|
||||
|
||||
* Use field "base" for using base salary of the Employee
|
||||
* Use Salary Component abbreviations. For example: BS for Basic Salary
|
||||
* Use field name for employee details. For example: Employment Type for employment_type
|
||||
|
||||
#### Account Details
|
||||
|
||||
<img class="screenshot" alt="Salary Structure Account" src="{{docs_base_url}}/assets/img/human-resources/salary-structure-account.png">
|
||||
|
||||
* Select Mode of Payment and Payment Account for the Salary Slips which will be generated using this Salary Structure
|
||||
|
||||
Finally, *Save* the Salary Structure.
|
||||
|
||||
### Leave Without Pay (LWP)
|
||||
|
||||
Leave Without Pay (LWP) happens when an Employee runs out of allocated leaves or takes a leave without an approval (via Leave Application). If you want ERPNext to automatically deduct salary in case of LWP, then you must check on
|
||||
the “Apply LWP” column in the Earning Type and Deduction Type masters. The amount of pay cut is the proportion of LWP days divided by the total working days for the month (based on the Holiday List).
|
||||
|
||||
If you don’t want ERPNext to manage LWP, leave the LWP unchecked in all of the Earning Types and Deduction Types.
|
||||
|
||||
## Salary Structure Assignment
|
||||
|
||||
Salary Structure Assignment allows you to assign salary structure and specify the base pay eligible for each employee. It is important that you set the base salary for each assignment as this will be the base salary used for calculations as per the Salary Structure.
|
||||
|
||||
To create a new Salary Structure Assignment go to:
|
||||
|
||||
> Human Resources > Payroll > Salary Structure Assignment > New Salary Structure Assignment
|
||||
|
||||
<img class="screenshot" alt="Salary Structure Assignment" src="{{docs_base_url}}/assets/img/human-resources/salary-structure-assignment.png">
|
||||
|
||||
* * *
|
||||
|
||||
#Processing Payroll
|
||||
You can either bulk process payroll for Employees under a department, branch or designation or process payroll individually by creating Salary Slips for each employee.
|
||||
|
||||
## Payroll Processing Using Payroll Entry
|
||||
You can also create salary slip for multiple employees using Payroll Entry:
|
||||
|
||||
> Human Resources > Payroll > Payroll Entry > New Payroll Entry
|
||||
|
||||
#### Payroll Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="{{docs_base_url}}/assets/img/human-resources/payroll-entry.png">
|
||||
|
||||
In Payroll Entry,
|
||||
|
||||
1. Select the Company for which you want to create the Salary Slips. You can also select the other fields like Branch, Department, Designation or Project to be more specific.
|
||||
2. Check _Salary Slip based on Timesheet_ if you want to process timesheet based Salary Slips.
|
||||
3. Select the Posting Date and the frequency of payroll which you want to create the Salary Slips.
|
||||
4. Click on "Get Employee Details" to get a list of Employees for which the Salary Slips will be created based on the selected criteria.
|
||||
5. Enter the Start and End dates for the payroll period.
|
||||
6. You can check _Deduct Tax For Unclaimed Employee Benefits_ if you want to deduct taxes for all benefits (Salary Components which are _Is Flexible Benefit_) paid to employees till the current payroll
|
||||
7. Similarly, _Deduct Tax For Unsubmitted Tax Exemption Proof_ allows you to deduct taxes for the earnings which were exempted in the previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-proof-submission.html)
|
||||
8. Select the Cost Center and Payment Account.
|
||||
9. Save the form and Submit it to create Salary Slip records for each active Employee for the time period selected. If the Salary Slips are already created, the system will not create any more Salary Slips. You can also just save the form as Draft and create the Salary Slips later.
|
||||
|
||||
<img class="screenshot" alt="Submitted Payroll Entry" src="/docs/assets/img/human-resources/created-payroll.png">
|
||||
|
||||
Once all Salary Slips are created, you can use _View Salary Slips_ to verify if they are created correctly or edit it if you want to deduct Leave Without Pay (LWP).
|
||||
|
||||
After checking, you can "Submit" them all together by clicking on "Submit Salary Slip".
|
||||
|
||||
>Note: Submitting Salary Slips will also book the default Payroll Payable account to record the accrual of salary.
|
||||
|
||||
#### Booking Salaries in Accounts
|
||||
|
||||
The final step is to book the Salaries in your Accounts.
|
||||
|
||||
Salaries in businesses are usually dealt with extreme privacy. In most cases, the companies issues a single payment to the bank combining all salaries and the bank distributes the salaries to each employee’s salary account. This way there is only one payment entry in the company’s books of accounts and anyone with access to the company’s accounts will not have access to the individual salaries.
|
||||
|
||||
The salary payment entry is a Journal Entry that debits the total of the earning type salary component and credits the total of deduction type salary component of all Employees to the default account set at Salary Component level for each component.
|
||||
|
||||
To generate your salary payment voucher from Payroll Entry, click on -
|
||||
> Make > Bank Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Make Entry" src="/docs/assets/img/human-resources/payroll-make-bank-entry.png">
|
||||
|
||||
Payroll Entry will route you to Journal Entry with relevant filters to view the draft Journal Vouchers created. You shall set reference number and date for the transactions and Submit the Journal Entries.
|
||||
|
||||
>Note: For Salary Components which are Flexible Benefits and has _Create Separate Payment Entry Against Benefit Claim_ checked, ERPNext will book separate draft Journal Entries.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-journal-entry.png">
|
||||
|
||||
## Creating Salary Slips Manually
|
||||
|
||||
Once the Salary Structure is created and assigned to employees via Salary Structure Assignment, you can make a Salary Slip individually. Go to:
|
||||
|
||||
> Human Resources > Payroll > Salary Slip > New Salary Slip
|
||||
|
||||
#### Salary Slip
|
||||
|
||||
<img class="screenshot" alt="Salary Slip" src="{{docs_base_url}}/assets/img/human-resources/salary-slip.png">
|
||||
|
||||
{next}
|
||||
@@ -6,11 +6,11 @@ Calculating Tax deductions for employees every month is a time consuming activit
|
||||
In many countries, especially in India, regulations allow exempting a part (or all) of some type of spendings by individuals from being added to their annual taxable income. Examples of such spendings could be contributions to charitable institutions, amount spent for education of children, specific investments etc. To
|
||||
avail the exemption from their taxable income, individuals are required to submit proof of such spendings.
|
||||
|
||||
ERPNext allows you to configure Tax Slabs as part of every Payroll Period and the applies tax on each Salary based on projected annual earnings of the employee. Tax thus calculated will be added to the Salary Slip for deduction Salary Component configured **Variable Based On Taxable Salary**. Employees are required to declare the exemption amount they plan to claim at the end of the fiscal year so that the payroll deductions for tax will be calculated based on the projected annual earnings less the exemption. Employees can declare this through [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.html), the total of which will be exempted from annual taxable earnings of the employee.
|
||||
ERPNext allows you to configure Tax Slabs as part of every Payroll Period and the applies tax on each Salary based on projected annual earnings of the employee. Tax thus calculated will be added to the Salary Slip for deduction Salary Component configured _Variable Based On Taxable Salary_. Employees are required to declare the exemption amount they plan to claim at the end of the fiscal year so that the payroll deductions for tax will be calculated based on the projected annual earnings less the exemption. Employees can declare this through [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-declaration.html), the total of which will be exempted from annual taxable earnings of the employee.
|
||||
|
||||
If no declaration is submitted by the employee, the monthly deductions will be calculated without any exemption from the employee's annual earnings. However, if the employee submits a declaration in between the payroll period, from the next payroll onwards the exemption will be applied from the next payroll. Any additional tax collected in earlier payrolls will be adjusted in the last payroll or when using **Deduct Tax For Unsubmitted Tax Exemption Proof** in Payroll Entry or Salary Slip.
|
||||
If no declaration is submitted by the employee, the monthly deductions will be calculated without any exemption from the employee's annual earnings. However, if the employee submits a declaration in between the payroll period, from the next payroll onwards the exemption will be applied from the next payroll. Any additional tax collected in earlier payrolls will be adjusted in the last payroll or when using _Deduct Tax For Unsubmitted Tax Exemption Proof_ in Payroll Entry or Salary Slip.
|
||||
|
||||
Also, at the end of the year employees submit the actual proof of the spendings for filing via [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.html). In the last payroll of the Payroll Period, ERPNext checks for proof submissions of employees and if not found, tax for the exempted income will be aded to the standard deduction component.
|
||||
Also, at the end of the year employees submit the actual proof of the spendings for filing via [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-proof-submission.html). In the last payroll of the Payroll Period, ERPNext checks for proof submissions of employees and if not found, tax for the exempted income will be aded to the standard deduction component.
|
||||
|
||||
###Employee Tax Exemption Category
|
||||
Exemptions from taxable salary are usually restricted to spendings on particular categories decided by government or regulatory agencies. ERPNext allows you to configure various categories which are allowed to be exempted. Examples of this could be, for India, 80G, 80C, B0CC etc.
|
||||
@@ -39,24 +39,24 @@ For the fiscal year 2018-19, in India, House Rent Allowance (HRA) exemption from
|
||||
> Note: Basic and HRA salary component shall be configured in Company for HRA exemption to work
|
||||
|
||||
###Options in Payroll Entry and Salary Slip
|
||||
ERPNext simplifies payroll processing by automatically processing payroll in bulk via [Payroll Entry](/docs/user/manual/en/human-resources/payroll-entry.html).
|
||||
ERPNext simplifies payroll processing by automatically processing payroll in bulk via [Payroll Entry](/docs/user/manual/en/human-resources/payroll/payroll-entry.html).
|
||||
|
||||
* Deduct Tax For Unclaimed Employee Benefits: Flexible benefits (Salary Components which are **Is Flexible Benefit**) are not included in the taxable income of the employee. However, the amount received for these components will be included in the taxable earnings of the employee if she fails to submit [Employee Benefit Claim](/docs/user/manual/en/human-resources/employee-benefit-claim.html) while calculating tax in the last payroll of the Payroll Period.
|
||||
* Deduct Tax For Unclaimed Employee Benefits: Flexible benefits (Salary Components which are _Is Flexible Benefit_) are not included in the taxable income of the employee. However, the amount received for these components will be included in the taxable earnings of the employee if she fails to submit [Employee Benefit Claim](/docs/user/manual/en/human-resources/payroll/employee-benefit-claim.html) while calculating tax in the last payroll of the Payroll Period.
|
||||
|
||||
If you wish to collect tax for benefits before the last payroll, check this option and ERPNext will recalculate the tax and add the tax for all untaxed benefits while generating the Salary Slip.
|
||||
|
||||
* Deduct Tax For Unsubmitted Tax Exemption Proof: This option allows you to deduct taxes for the earnings which were exempted in previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof via [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.html). It is to be noted that if this option is checked ERPNext does not consider the Employee Tax Exemption Declaration by employees and will only take into account **Employee Tax Exemption Proof Submission** instead, while calculating exemption from employees' annual earnings.
|
||||
* Deduct Tax For Unsubmitted Tax Exemption Proof: This option allows you to deduct taxes for the earnings which were exempted in previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof via [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-proof-submission.html). It is to be noted that if this option is checked ERPNext does not consider the Employee Tax Exemption Declaration by employees and will only take into account _Employee Tax Exemption Proof Submission_ instead, while calculating exemption from employees' annual earnings.
|
||||
|
||||
>Note: If required, you can still process payroll for employees individually, by manually creating a new Salary Slip and both these options are made available in the Salary Slip
|
||||
|
||||
#Payroll Period
|
||||
[Payroll Period](/docs/user/manual/en/human-resources/payroll-period.html) helps you define Tax slabs applicable for the period, making it easier to manage changing laws. You can add multiple tax slabs for the payroll period depending on the tax regulations. Note that you can use fields in Employee document in the **Condition** field to apply tax slabs based on attributes of employees.
|
||||
[Payroll Period](/docs/user/manual/en/human-resources/payroll/payroll-period.html) helps you define Tax slabs applicable for the period, making it easier to manage changing laws. You can add multiple tax slabs for the payroll period depending on the tax regulations. Note that you can use fields in Employee document in the _Condition_ field to apply tax slabs based on attributes of employees.
|
||||
|
||||
#Salary Component
|
||||
To enable automatic tax deduction based on Tax slabs configured in Payroll Period, you have to configure a Salary Component of type **Deduction** with **Variable Based On Taxable Salary** option enabled. If you enable this, the component will be considered as the standard Tax deduction component and tax will be calculated based on the Tax slabs configured in Payroll Period on all the total taxable salary.
|
||||
To enable automatic tax deduction based on Tax slabs configured in Payroll Period, you have to configure a Salary Component of type _Deduction_ with _Variable Based On Taxable Salary_ option enabled. If you enable this, the component will be considered as the standard Tax deduction component and tax will be calculated based on the Tax slabs configured in Payroll Period on all the total taxable salary.
|
||||
|
||||
**Important Note:** If you configure condition and formula for this Deduction component, the condition and formula will be considered for calculating the Salary Component and the Tax Slabs configured in Payroll Period will be ignored. However, you can still use **Deduct Tax For Unsubmitted Tax Exemption Proof** option in Payroll Entry / Salary Slip to deduct taxes based on the Tax Slabs configured in Payroll Period, exempting [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.html) which will give precedence to the Tax Slab based tax deduction.
|
||||
_Important Note:_ If you configure condition and formula for this Deduction component, the condition and formula will be considered for calculating the Salary Component and the Tax Slabs configured in Payroll Period will be ignored. However, you can still use _Deduct Tax For Unsubmitted Tax Exemption Proof_ option in Payroll Entry / Salary Slip to deduct taxes based on the Tax Slabs configured in Payroll Period, exempting [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-proof-submission.html) which will give precedence to the Tax Slab based tax deduction.
|
||||
|
||||
This is particularly helpful if you need to deduct a fixed amount as deduction in each payroll rather than ERPNext automatically calculating the deductions based on projected annual salary of the employee after exemption as declared by the employee via [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.html). At the end of the fiscal year, you can still use **Deduct Tax For Unsubmitted Tax Exemption Proof** to deduct the remaining tax liability of the employee for the whole period.
|
||||
This is particularly helpful if you need to deduct a fixed amount as deduction in each payroll rather than ERPNext automatically calculating the deductions based on projected annual salary of the employee after exemption as declared by the employee via [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/payroll/employee-tax-exemption-declaration.html). At the end of the fiscal year, you can still use _Deduct Tax For Unsubmitted Tax Exemption Proof_ to deduct the remaining tax liability of the employee for the whole period.
|
||||
|
||||
{next}
|
||||
7
foundation/www/docs/user/manual/en/human-resources/recruitment/index.md
Executable file
7
foundation/www/docs/user/manual/en/human-resources/recruitment/index.md
Executable file
@@ -0,0 +1,7 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Recruitment
|
||||
It is important for enterprises to create and manage vacant positions, job applicants and also create and manage recruitment plans. ERPNext helps you create recruitment plans and create and publish job openings accordingly, making it easy to manage your hiring process. To understand how you can do configure this, check [Staffing Plan](/docs/user/manual/en/human-resources/setup/staffing-plan.html)
|
||||
|
||||
### Topics
|
||||
|
||||
{index}
|
||||
3
foundation/www/docs/user/manual/en/human-resources/recruitment/index.txt
Executable file
3
foundation/www/docs/user/manual/en/human-resources/recruitment/index.txt
Executable file
@@ -0,0 +1,3 @@
|
||||
job-applicant
|
||||
job-offer
|
||||
job-opening
|
||||
@@ -1,7 +1,7 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Job Applicant
|
||||
|
||||
You can maintain a list of People who have applied for a [Job Opening](/docs/user/manual/en/human-resources/job-opening.html).
|
||||
You can maintain a list of People who have applied for a [Job Opening](/docs/user/manual/en/human-resources/recruitment/job-opening.html).
|
||||
|
||||
To create a new Job Applicant go to
|
||||
|
||||
@@ -1,233 +0,0 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Salary And Payroll
|
||||
|
||||
Salary is a fixed amount of money or compensation paid to an employee by an employer in return for the work performed.
|
||||
|
||||
Payroll is the administration of financial records of employees' salaries, wages, bonuses, net pay, and deductions.
|
||||
|
||||
To process Payroll in ERPNext,
|
||||
|
||||
1. Define [Payroll Period](/docs/user/manual/en/human-resources/payroll-period.html) (optional)
|
||||
2. Create Salary Structure with Salary Components (Earnings and Deductions)
|
||||
3. Assign Salary Structures to each Employee via Salary Structure Assignment
|
||||
4. Generate Salary Slips via [Payroll Entry](/docs/user/manual/en/human-resources/payroll-entry.html).
|
||||
5. Book the Salary in your Accounts.
|
||||
|
||||
### Payroll Period
|
||||
[Payroll Period](/docs/user/manual/en/human-resources/payroll-period.html), in ERPNext, is a period for which Employees get paid for their occupation with the Company. Payroll period helps you define Tax slabs applicable for the period, making it easier to manage changing laws.
|
||||
|
||||
> Note: Configuring Payroll Period is optional if you do not intend to use Flexible Benefits or Tax Slabs
|
||||
|
||||
### Salary Component
|
||||
This document allows you to define each Earning and Deduction component which can be used to create a Salary Structure and subsequently create Salary Slip or Additional Salary. You can also configure the type, condition and formula as well as other settings which are discussed below. You should be able to enable various combinations of the following options to configure each component as it fits your Company / Regional policies.
|
||||
|
||||
**Depends on Leave Without Pay:** Leave Without Pay (LWP) happens when an Employee runs out of allocated leaves
|
||||
or takes a leave without an approval (via Leave Application). If enabled, ERPNext will automatically deduct the
|
||||
pay in proportion of LWP days divided by the total working days for the month (based on the Holiday List).
|
||||
|
||||
If you don’t want ERPNext to manage LWP, don’t turn on this flag in any of the Salary Components
|
||||
|
||||
**Do not include in total:** If this option is enabled, the component wont be added to the total of the Earnings or Deductions of the Salary Slip
|
||||
|
||||
#### Earning
|
||||
|
||||
<img class="screenshot" alt="Salary Component Earnings"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component.png">
|
||||
|
||||
**Is Additional Component:** This option specify that the component can only be paid as Additional Salary. Examples of this component could be Performance Bonus or pay received for on-site deputation etc. Such components are not considered to be part of normal Salary Structure. Instead, Additional Salary with these components can be submitted as required which will be added to the Salary Slip automatically.
|
||||
|
||||
**Is Tax Applicable:** If a component needs to be considered for Tax calculations specified as per the Payroll Period you may want to enable this option. It would be required that you have a Payroll Period configured with valid Tax Slabs for payroll processing.
|
||||
|
||||
**Is Payable:** Such components can be booked against separate payable accounts and the Accounts shall be configured in the Accounts table
|
||||
|
||||
**Flexible Benefits:** Flexible Benefits are earning components which Employees can choose to receive on a pro-rata basis or annually when they claim for. These are mostly tax exempted, unless the Employee fail to file the claim with adequate bills / documents. If turned on, you can specify the maximum benefit allowed for an employee in a year. Employees can create [Employee Benefit Application](/docs/user/manual/en/human-resources/employee-benfit-application.html) with the ones they opt for.
|
||||
|
||||
>Note: Employee Benefit Application will only allow Employees to only choose from the flexible components which are present in the Salary Structure assigned to the Employee
|
||||
|
||||
- **Pay Against Benefit Claim:** Employees can opt to receive flexible benefits annually via Employee Benefit Claim or along with their salary every month. If you enable this, the amount allocated for the component will be paid as the Employee submits an [Employee Benefit Claim](/docs/user/manual/en/human-resources/employee-benefit-claim.html). Else the amount will be dispersed as part of the Employee's salary on a pro-rata basis.
|
||||
|
||||
- **Only Tax Impact (Cannot Claim But Part of Taxable Income):** Such components are those which the company has already paid to the Employee in cash or by some other means, for example a car purchased for the Employee's use. The Employee cannot claim but is liable to pay tax. The amount allocated for this component will be considered while calculating the taxable income of the Employee.
|
||||
|
||||
- **Create Separate Payment Entry Against Benefit Claim:** Some of the flexible benefits may be legally required to be paid via separate vouchers. If you enable this, while posting the bank entry the amount paid for such components will be posted as a separate entry for each Employee.
|
||||
|
||||
<img class="screenshot" alt="Flexible Salary Component"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component-1.png">
|
||||
|
||||
> Note: Normal Tax calculation does not include Flexible Benefits as in most cases these are exempted from Tax. To tax these components anytime before that last payroll, use "Deduct Tax For Unclaimed Employee Benefits" in Payroll Entry / Salary Slip while processing the Salary.
|
||||
|
||||
#### Deduction
|
||||
|
||||
<img class="screenshot" alt="Salary Component Deduction"
|
||||
src="{{docs_base_url}}/assets/img/human-resources/salary-component-2.png">
|
||||
|
||||
**Variable Based On Taxable Salary:** If you enable this, the component will be considered as the standard Tax deduction component. Tax will be calculated based on the Tax slabs configured in Payroll Period on all the total taxable salary.
|
||||
|
||||
### Salary Structure
|
||||
|
||||
The Salary Structure represents how Salaries are structured and calculated based on Earnings and Deductions.
|
||||
|
||||
Salary structures are used to help organizations:
|
||||
1. Maintain pay levels that are competitive with the external labor market,
|
||||
2. Maintain internal pay relationships among jobs,
|
||||
3. Recognize and reward differences in the level of responsibility, skill, and performance, and manage pay expenditures.
|
||||
|
||||
Usual components of a salary structure (in India) include:
|
||||
|
||||
__Basic Salary:__ It is the taxable base income and generally not more than 40% of CTC.
|
||||
|
||||
__House Rent Allowance:__ The HRA constitutes 40 to 50% of the basic salary.
|
||||
|
||||
__Special Allowances:__ Makes up for the remainder part of the salary, mostly smaller than the basic salary which is completely taxable.
|
||||
|
||||
__Leave Travel Allowance:__ The non-taxable amount paid by the employer to the employee for vacation/trips with family within India.
|
||||
|
||||
__Gratuity:__ It is basically a lump sum amount paid by the employer when the employee resigns from the organization or retires.
|
||||
|
||||
__PF:__ Fund collected during emergency or old age. 12% of the basic salary is automatically deducted and goes to the employee provident fund.
|
||||
|
||||
__Medical Allowance:__ The employer pays the employee for the medical expenditures incurred. It is tax-free up to Rs.15,000.
|
||||
|
||||
__Bonus:__ Taxable part of the CTC, usually a once a year lump sum amount, given to the employee based on the individual’s as well as the organizational performance for the year.
|
||||
|
||||
__Employee Stock Options:__ ESOPS are Free/discounted shares given by the company to the employees. This is done to primarily increase employee retention.
|
||||
|
||||
To create a new Salary Structure go to:
|
||||
|
||||
> Human Resources > Payroll Setup > Salary Structure > New Salary Structure
|
||||
|
||||
#### Figure 1.1:Salary Structure
|
||||
|
||||
<img class="screenshot" alt="Salary Structure" src="{{docs_base_url}}/assets/img/human-resources/salary-structure.png">
|
||||
|
||||
### In the Salary Structure,
|
||||
|
||||
* Name the salary Structure and set the company, letterhead for Salary Slip printing and frequency of payroll etc.
|
||||
* Set the starting date from which this is valid (Note: There can only be one Salary Structure that can be “Active” for an Employee during any period).
|
||||
* Configure Leave Encashment Amount per Day which will be the amount payable to Employees on Leave Encashment requests.
|
||||
* Max Benefits amount is the maximum amount eligible as Flexible Components to employees.
|
||||
|
||||
#### Figure 1.2:Salary Structure for Salary Slip based on Timesheet
|
||||
|
||||
<img class="screenshot" alt="Salary Slip based on Timesheet" src="{{docs_base_url}}/assets/img/human-resources/salary-timesheet.png">
|
||||
|
||||
### Salary Slip Based on Timesheet
|
||||
|
||||
Salary Slip based on Timesheet is applicable if you have timesheet based payroll system
|
||||
|
||||
* Check "Salary Slip Based on Timesheet"
|
||||
* Select the salary component and enter Hour Rate (Note: This salary component gets added to earnings in Salary Slip)
|
||||
|
||||
### Earnings and Deductions in Salary Structure
|
||||
|
||||
In the “Earnings” and “Deductions” tables, you can select the earnings and deductions components The condition and formula configured in Salary Component will be copied by default, but you may change this if required. You may also want to select the Base component in the Earnings table. Note that the amount eligible for each employee should be configured in Salary Structure Assignment.
|
||||
|
||||
If the condition and formula for any of the earnings or deductions are not configured in Salary Component, you can calculate the values of Salary Components based on,
|
||||
|
||||
* Condition and Formula
|
||||
|
||||
#### Figure 1.3:Condition and Formula
|
||||
|
||||
<img class="screenshot" alt="Condition and Formula" src="{{docs_base_url}}/assets/img/human-resources/condition-formula.png">
|
||||
|
||||
* Condition and Amount
|
||||
|
||||
#### Figure 1.4:Condition and Amount
|
||||
|
||||
<img class="screenshot" alt="Condition and Amount" src="{{docs_base_url}}/assets/img/human-resources/condition-amount.png">
|
||||
|
||||
* Only Formula
|
||||
* Only Amount
|
||||
|
||||
#### Figure 1.5:Account Details
|
||||
|
||||
<img class="screenshot" alt="Salary Structure Account" src="{{docs_base_url}}/assets/img/human-resources/salary-structure-account.png">
|
||||
|
||||
* Select Mode of Payment and Payment Account for the Salary Slips which will be generated using this Salary Structure
|
||||
|
||||
Save the Salary Structure.
|
||||
|
||||
In conditions and formulas,
|
||||
|
||||
* Use field "base" for using base salary of the Employee
|
||||
* Use Salary Component abbreviations. For example: BS for Basic Salary
|
||||
* Use field name for employee details. For example: Employment Type for employment_type
|
||||
|
||||
### Leave Without Pay (LWP)
|
||||
|
||||
Leave Without Pay (LWP) happens when an Employee runs out of allocated leaves or takes a leave without an approval (via Leave Application). If you want ERPNext to automatically deduct salary in case of LWP, then you must check on
|
||||
the “Apply LWP” column in the Earning Type and Deduction Type masters. The amount of pay cut is the proportion of LWP days divided by the total working days for the month (based on the Holiday List).
|
||||
|
||||
If you don’t want ERPNext to manage LWP, leave the LWP unchecked in all of the Earning Types and Deduction Types.
|
||||
|
||||
* * *
|
||||
|
||||
### Salary Structure Assignment
|
||||
|
||||
Salary Structure Assignment allows you to assign salary structure and specify the base pay eligible for each employee. It is important that you set the base salary for each assignment as this will be the base salary used for calculations as per the Salary Structure.
|
||||
|
||||
To create a new Salary Structure Assignment go to:
|
||||
|
||||
> Human Resources > Payroll > Salary Structure Assignment > New Salary Structure Assignment
|
||||
|
||||
<img class="screenshot" alt="Salary Structure Assignment" src="{{docs_base_url}}/assets/img/human-resources/salary-structure-assignment.png">
|
||||
|
||||
### Creating Salary Slips
|
||||
|
||||
Once the Salary Structure is created, you can make a salary slip from the same form or you can process your payroll for the month using Payroll Entry.
|
||||
|
||||
To create a new Salary Slip go to:
|
||||
|
||||
> Human Resources > Payroll > Salary Slip > New Salary Slip
|
||||
|
||||
#### Figure 2: Salary Slip
|
||||
|
||||
<img class="screenshot" alt="Salary Slip" src="{{docs_base_url}}/assets/img/human-resources/salary-slip.png">
|
||||
|
||||
You can also create salary slip for multiple employees using Payroll Entry:
|
||||
|
||||
> Human Resources > Payroll > payroll Entry
|
||||
|
||||
#### Figure 3: Payroll Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="{{docs_base_url}}/assets/img/human-resources/payroll-entry.png">
|
||||
|
||||
In Payroll Entry,
|
||||
|
||||
1. Select the Company for which you want to create the Salary Slips. You can also select the other fields like Branch, Department, Designation or Project to be more specific.
|
||||
2. Check **Salary Slip based on Timesheet** if you want to process timesheet based Salary Slips.
|
||||
3. Select the Posting Date and the frequency of payroll which you want to create the Salary Slips.
|
||||
4. Click on "Get Employee Details" to get a list of Employees for which the Salary Slips will be created based on the selected criteria.
|
||||
5. Enter the Start and End dates for the payroll period.
|
||||
6. You can check **Deduct Tax For Unclaimed Employee Benefits** if you want to deduct taxes for all benefits (Salary Components which are **Is Flexible Benefit**) paid to employees till the current payroll
|
||||
7. Similarly, **Deduct Tax For Unsubmitted Tax Exemption Proof** allows you to deduct taxes for the earnings which were exempted in the previous payrolls as declared in [Employee Tax Exemption Declaration](/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.html) but the Employee has not submitted sufficient proof [Employee Tax Exemption Proof Submission](/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.html)
|
||||
8. Select the Cost Center and Payment Account.
|
||||
9. Save the form and Submit it to create Salary Slip records for each active Employee for the time period selected. If the Salary Slips are already created, the system will not create any more Salary Slips. You can also just save the form as Draft and create the Salary Slips later.
|
||||
|
||||
<img class="screenshot" alt="Submitted Payroll Entry" src="/docs/assets/img/human-resources/created-payroll.png">
|
||||
|
||||
Once all Salary Slips are created, you can use "View Salary Slips" to verify if they are created correctly or edit it if you want to deduct Leave Without Pay (LWP).
|
||||
|
||||
After checking, you can "Submit" them all together by clicking on "Submit Salary Slip".
|
||||
|
||||
>Note: Submitting Salary Slips will also book the default Payroll Payable account to record the accrual of salary.
|
||||
|
||||
### Booking Salaries in Accounts
|
||||
|
||||
The final step is to book the Salaries in your Accounts.
|
||||
|
||||
Salaries in businesses are usually dealt with extreme privacy. In most cases, the companies issues a single payment to the bank combining all salaries and the bank distributes the salaries to each employee’s salary account. This way there is only one payment entry in the company’s books of accounts and anyone with access to the company’s accounts will not have access to the individual salaries.
|
||||
|
||||
The salary payment entry is a Journal Entry that debits the total of the earning type salary component and credits the total of deduction type salary component of all Employees to the default account set at Salary Component level for each component.
|
||||
|
||||
To generate your salary payment voucher from Payroll Entry, click on -
|
||||
> Make > Bank Entry
|
||||
|
||||
<img class="screenshot" alt="Payroll Make Entry" src="/docs/assets/img/human-resources/payroll-make-bank-entry.png">
|
||||
|
||||
Payroll Entry will route you to Journal Entry with relevant filters to view the draft Journal Vouchers created. You shall set reference number and date for the transactions and Submit the Journal Entries.
|
||||
|
||||
>Note: For Salary Components which are Flexible Benefits and has "Create Separate Payment Entry Against Benefit Claim" checked, ERPNext will book separate draft Journal Entries.
|
||||
|
||||
<img class="screenshot" alt="Payroll Entry" src="/docs/assets/img/human-resources/payroll-journal-entry.png">
|
||||
|
||||
{next}
|
||||
@@ -1,5 +0,0 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
#Employee Health insurance
|
||||
ERPNext allows you to configure Employee Health Insurance providers via this document. You can select Employee Health Insurance provider in Employee.
|
||||
|
||||
{next}
|
||||
@@ -5,5 +5,5 @@ department
|
||||
designation
|
||||
employee-grade
|
||||
daily-work-summary-group
|
||||
employee-health-insurance
|
||||
health-insurance
|
||||
staffing-plan
|
||||
|
||||
@@ -1,4 +0,0 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Tools
|
||||
|
||||
{index}
|
||||
@@ -1,2 +0,0 @@
|
||||
employee-attendance-tool
|
||||
upload-attendance
|
||||
@@ -1,12 +0,0 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Upload Attendance
|
||||
|
||||
This tool helps you to upload bulk attendence from a csv file.
|
||||
|
||||
To upload the attendance go to:
|
||||
|
||||
> Human Resources > Upload Attendance
|
||||
|
||||
<img class="screenshot" alt="Attendence upload" src="{{docs_base_url}}/assets/img/human-resources/attendence-upload.png">
|
||||
|
||||
{next}
|
||||
@@ -5,7 +5,7 @@ Sometimes employees go outside for company's work and company pays some amount f
|
||||
|
||||
To make a new Employee Advance, go to:
|
||||
|
||||
> HR > Employee Advance > New Employee Advance
|
||||
> Human Resources > Travel and Expense Claims > Employee Advance > New Employee Advance
|
||||
|
||||
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/employee_advance.png">
|
||||
|
||||
@@ -5,7 +5,7 @@ Expense Claim is made when Employee’s make expenses out of their pocket on beh
|
||||
|
||||
To make a new Expense Claim, go to:
|
||||
|
||||
> HR > Expense Claim > New Expense Claim
|
||||
> Human Resources > Travel and Expense Claims > Expense Claim > New Expense Claim
|
||||
|
||||
<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/expense_claim.png">
|
||||
|
||||
@@ -0,0 +1,7 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
# Travel and Expense Claim
|
||||
It is a common practice that employees incur expenses for official travel or other petty expenses which they reimburse from the employer periodically. ERPNext helps you efficiently manage advance payments made to employees, travel requests and expense claims and related approval workflows.
|
||||
|
||||
### Topics
|
||||
|
||||
{index}
|
||||
@@ -0,0 +1,3 @@
|
||||
employee-advance
|
||||
expense-claim
|
||||
travel-request
|
||||
@@ -0,0 +1,5 @@
|
||||
<!-- add-breadcrumbs -->
|
||||
#Travel Request
|
||||
ToDo: writeup, screen grab
|
||||
|
||||
{next}
|
||||
Reference in New Issue
Block a user