How to create and manage payrolls in RightERP software?
Summary
In a store setup, payrolls feature helps to create and manage payroll for an employee.
In this quick tutorial, you will learn about the following
Creating a new payroll.
Viewing a payroll.
Editing a payroll.
Deleting a payroll.
Searching the payroll.
Sorting a payroll.
Filtering a payroll.
Steps
1. How to create a new payroll ?
In the side menu, select HR (Human Resource), click on Payrolls and click on New Payroll.
In the new payroll panel, click on Employee ID and choose an employee id from the dropdown for whom you want to generate the payroll.
Now enter all the details like basic salary, allowances, bank account number, ifs code. Date of join will automatically gets retrievedbased on employee id.
Then click on save button after giving all the details.
2. How to view a payroll?
You can view the details of the payroll by selecting view in the action overflow menu.
Here you can view all the details of the return request.
Click on done to go back
3. How to edit a payroll ?
To edit the goods return by customer, select edit in action overflow menu.
Make required changes in the edit payroll page and click on update button.
A dialogue box with the message that payroll details updated successfully.
Then, click on ok.
4. How to delete a payroll?
In the action overflow menu select the delete option to delete a payroll.
A delete confirmation message will displayed in a dialog box with two buttons(Yes/No) & click on Yes in this instance.
A popup displays on screen with the message Payroll deleted successfully.
5. How to search for a payroll?
In the list, you can search for a payroll by employee name.
In the list, you can search for a payroll by employee id.
6. How to sort payrolls?
You can sort the payrolls list by employee name, by a click on arrow icon next to employee name
You can sort the payrolls list by employee id, by a click on arrow icon next to employee id.
You can sort the payrolls list by doj(date of join), by a click on arrow icon next to doj(date of join).
You can sort the payrolls list by basic salary, by a click on arrow icon next to basic salary.
You can sort the payrolls list by allowances, by a click on arrow icon next to allowances.
6. How to filter payrolls?
You can filter the payrolls list according to the store/branch.
Click on branch name and select the store/branch of which you want to see the payrolls list.
Here jubilee hills branch is selected and you are seeing jubilee hills branch employees payrolls list.
Demo video
Learn More…
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