In any organization, generating employee payslips is a crucial part of payroll management. Payslips provide employees with a detailed breakdown of their earnings, deductions, and net salary for a specific period. They ensure transparency in salary payments and help employees understand their compensation structure.
1. Generating Contract
To generate payslip for any employee it is crucial to have a running contract for that employee. So first we need to generate a contract for the employee. So for that you need to navigate to Employees ‣ Employees.
There you will be able to see the list of employees. So select that particular employee you want to generate a contract for. Then in the form view you can see Contracts button is there.
After clicking on Contracts a pop up will appear and there you have to fill the details and amounts in Salary Details tab. Then click on the Save button to save the details.
After saving the details now it is time to generate the payslip. But make sure the contract should be in a running status. For that you need to Employees ‣ Contracts.
Then you can see the list of the contracts. If you are unable to see then remove the filter at the top search bar. Then look for that employee's contract and click on that. It will open the contract details. There you will be able to see the status bar where the contract status will be shown. So, after creating a new contract it should be new and then you can change the state accordingly to running or expired. But to generate a payslip we need the contract to be running so c9lick on Running.
After which your contract will be in running state and you can look for the chatter messages also. So now we are all ready to generate a payslip.
2. Generating Payslip
To generate payslip for a particular employee you need to navigate to Employees ‣ Employees. Then you can select the employee you want to generate a payslip for. Then on the top you will be able to see the Payslip button.
You will be redirect to the payslip page and there you have to click on the new button on the top left corner.
Then a form will appear where you have to fill the details, You just need to choose the employee name the other details will be fetched automatically. Then after filling the details you have to click on the Compute Sheet button.
After clicking on the Compute Sheet button you might get some error saying "Invalid Field: Salary Journal".
So to over come this error you need to go to the Accounting Information tab there you have to search for Salary Journal and you can choose any options as per your requirements like Salary Expenses, Bank, Cash or anything.
Then click on the Compute Sheet again and there you can see that your payslip is now got generated and you will find the net salary in the Details By Salary Rule Category tab.
Then you need to confirm the the payslip. To confirm the payslip you need to click on the Confirm button in the top left corner.
Then your payslip is going to be confirmed. And you can send the payslip to the employee by email also. You just need to click on the Send E-Mail button.
And a pop up will appear, and you have to add the Recipients and can customize the message also. Then you need to click on the Send button and the email will send to the employee.
You can also download the payslip by clicking on the pdf itself. And it will look like the image bellow in a pdf format with the salary details.
If you click on the Accounting Information tab and search for the Accounting Entry and click on the entry,
then you will be able to see the Entry in accounting also.
