v11 docs additional salary, retention bonus, benefit application, claim, tax declaration and proof, tax setup

foundation/www/docs/user/manual/en/human-resources/additional-salary.md

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+# 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 -
+
+> Human resources > Payroll > Additional Salary > New Additional Salary
+
+<img class="screenshot" alt="Additional Salary" src="{{docs_base_url}}/assets/img/human-resources/additional-salary.png">
+
+You can select the Employee to whom you wish to disburse the Additional Salary, the Salary Component and the period for which the employee is entitled to receive the Additional. If the period (From and To dates) consists on multiple payroll periods, the amount will be disbursed on a pro-rata basis.
+
+> Note: The Salary Component can also be a deduction component which will add the Additional Salary to the Deductions table in the Salary Slip
+
+{next}

foundation/www/docs/user/manual/en/human-resources/employee-benefit-application.md

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+#Employee Benefit Application
+
+Employees are entitled to flexible benefits which they can either receive pro-rata (as part of their Salary) or as a lump-sum amount when they claim the benefit. In order to choose from various flexible benefits which an Employee shall receive on a pro-rata basis, the employee should create a new Employee Benefit Application.
+
+To create a new Employee Benefit Application,
+
+> Human Resources > Payroll > Employee Benefit Application > New Employee Benefit Application
+
+<img class="screenshot" alt="Employee Benefit Application" src="{{docs_base_url}}/assets/img/human-resources/employee-benefit-application.png">
+
+Here, Employee can view the Max Benefits as per the Salary Structure Assignment and then chose from the Earning Components which are part of the employee's assigned Salary Structure. They can also enter the amount which they wish to receive as part fo their Salary Slip.
+
+It is based on the Employee Benefit Application that the Max Benefit Amount will be distributed among the flexible earning components while generating the Salary Slip. If an Employee fails to submit the Employee Benefit Application before processing the payroll, the Max Benefit Amount eligible to the employee will be distributed proportionately to each of the flexible component present in the Employee's salary structure.
+
+> 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.
+
+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.
+
+{next}

foundation/www/docs/user/manual/en/human-resources/employee-benefit-claim.md

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+#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
+
+You can create a new Employee Benefit Claim by going to,
+> Human Resources > Payroll > Employee Benefit Claim > New Employee Benefit Claim
+
+<img class="screenshot" alt="Employee Benefit Claim" src="{{docs_base_url}}/assets/img/human-resources/employee-benefit-claim.png">
+
+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.
+
+{next}

foundation/www/docs/user/manual/en/human-resources/employee-tax-exemption-declaration.md

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+#Employee Tax Exemption Declaration
+At the beginning of a Payroll Period, employees can declare the amount of exemption from their taxable salary they will be claiming at the end of the period by submitting proofs. To create a new Employee Tax Exemption Declaration, go to
+
+> Human resources > Payroll > Employee Tax Exemption Declaration > New Employee Tax Exemption Declaration
+
+<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.
+
+> 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.
+
+ > Note: HRA component shall be configured in Company for HRA exemption to work

foundation/www/docs/user/manual/en/human-resources/employee-tax-exemption-proof-submission.md

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+#Employee Tax Exemption Proof Submission
+Employees are required to submit proofs for all the spendings they claim tax exemption for. This is usually done at the end of a Payroll Period, but employees can submit any number of proofs unlike Employee Tax Exemption Declaration.
+
+To create a new Employee Tax Exemption Proof Submission, go to
+
+> Human resources > Payroll > Employee Tax Exemption Proof Submission > New Employee Tax Exemption Proof Submission
+
+<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.
+
+> 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.
+
+ > Note: HRA component shall be configured in Company for HRA exemption to work

foundation/www/docs/user/manual/en/human-resources/retention-bonus.md

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+#Retention Bonus
+In general, retention bonus is a payment or reward outside of an employee's regular salary that is offered as an incentive to keep a key employee on the job during a particularly crucial business cycle, such as a merger or acquisition, or during a crucial production period.
+
+However, many enterprises also grant bonus to employees who have worked with them for longer periods. ERPNext allows you to configure Retention Bonus for employees which will alert the HR Manager (or any role as configured in Email Alert) on the event of an employee working for a particular period, say 5 years.
+
+You can create new Retention Bonus here,
+> Human resources > Payroll > Retention Bonus
+
+<img class="screenshot" alt="Retention Bonus" src="/docs/assets/img/human-resources/retention-bonus.png">
+
+{next}

foundation/www/docs/user/manual/en/human-resources/setting-up-tax.md

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+#Setting Up Income Tax Deduction
+Calculating Tax deductions for employees every month is a time consuming activity for most businesses, especially for large enterprises. If setup properly, ERPNext simplifies most of the tax related calculations by automatically calculating tax deductions while generating Salary Slips. Here's how you can configure ERPNext to ease you payroll processing -
+
+#Payroll Period
+
+
+#Income Tax Exemption
+
+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.
+
+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.
+
+###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.
+
+You can configure Employee Tax Exemption Category by going to,
+> Human resources > Payroll Setup > Employee Tax Exemption Category > New Employee Tax Exemption Category
+
+<img class="screenshot" alt="Employee Tax Exemption Category" src="/docs/assets/img/human-resources/employee-tax-exemption-category.png">
+
+###Employee Tax Exemption Sub Category
+Under each category, there could be many heads for which the exemptions are allowed. For example, in India, sub categories under 80C could be Life Insurance Premium
+
+You can configure Employee Tax Exemption Sub Category by going to,
+> Human resources > Payroll Setup > Employee Tax Exemption Sub Category > New Employee Tax Sub Exemption Category
+
+<img class="screenshot" alt="Employee Tax Exemption Sub Category" src="/docs/assets/img/human-resources/employee-tax-exemption-subcategory.png">
+
+###HRA Exemption - Regional, India
+For the fiscal year 2018-19, 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.
+
+ > Note: HRA component shall be configured in Company for HRA exemption to work
+
+###Options in Payroll Entry
+ERPNext simplifies payroll processing by automatically processing payroll in bulk via [Payroll Entry](/docs/user/manual/en/human-resources/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.
+
+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** but the Employee has not submitted sufficient proof **Employee Tax Exemption Proof Submission**. 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
+
+{next}