HR and payroll overview

The HR and payroll section pays two kinds of staff: daily workers, paid a daily wage for the days they work, and monthly employees, paid a monthly salary from a salary package, with attendance, bonuses, deductions and advances.

The section must be in your plan, and uses the HR permission. Everything is under HR Payroll section in the menu, in the order you use it: set up first, then add employees, then pay.

Menu	What it holds
Daily Setup	① Designations
Daily Employees	Your daily workers
Daily Payroll	① Attendance · ② Salary Voucher
Payroll Setup	① Designations · ② Pay Heads · ③ Salary Packages
Monthly Employees	Your monthly employees
Monthly Payroll	① Month Setting · ② Attendance · ③ Advances · ④ Bonus / Deduction · ⑤ Salary Voucher

Tabs and the month picker

Daily Setup, Daily Payroll, Payroll Setup and Monthly Payroll open as numbered tabs at the top of the page. The numbers show the order to work in. Click a tab to move to that step.

Monthly Payroll and Daily Payroll have one month picker at the top, shared by all their tabs. Choose the month once, or use the arrows for the previous or next month:

• Every tab lists only that month (advances, bonuses, attendance days, vouchers).

• Add on any tab starts in that month, so a record can't end up in the wrong month by mistake.

• The month stays chosen while you move between tabs and come back from Add or Edit. It goes back to the current month when you reload the page.

• Each tab shows what that month already has. On Monthly Payroll:

  Tab	Shows
  Month Setting	✓ when added, Not added otherwise
  Attendance	Days recorded
  Advances / Bonus / Deduction	How many
  Salary Voucher	Paid or Not paid

  On Daily Payroll, the tabs show the attendance days and vouchers of the month.

Daily workers

For casual labour, construction crews, day staff.

Step	Page
1. Set up job titles	Daily Setup › Designations
2. Add workers with their daily wage	Daily Employees
3. Mark who was present each day	Daily Payroll › Attendance
4. Pay the day's wages	Daily Payroll › Salary Voucher

See Daily workers.

Monthly employees

For permanent staff on a monthly salary.

Step	Page
1. Set up job titles, with paid leave days and advance limit	Payroll Setup › Designations
2. Define salary components (basic, allowances, deductions)	Payroll Setup › Pay Heads
3. Combine them into packages	Payroll Setup › Salary Packages
4. Add employees and give each a designation and package	Monthly Employees
5. Add the month	Monthly Payroll › Month Setting
6. Record leave and absences	Monthly Payroll › Attendance
7. Record advances, bonuses and deductions	Monthly Payroll › Advances, Bonus / Deduction
8. Pay the month	Monthly Payroll › Salary Voucher

An employee needs a designation and a salary package, so the employee Add page warns you and links to Payroll Setup when either is missing.

See Monthly salary setup and Paying monthly salaries.

Reports

Reports › Payroll has the Monthly Salary Report, Daily Salary Report and Advance Payment Report, and the Monthly Payslip and Daily Payslip: one A4 page per employee with an employee copy and a company copy. See Payslips.