Payroll & Salaries
Go to: HR → Payroll & Salaries
Run pay after Payroll Setup is complete: assign structures, process a payroll entry, generate salary slips, and handle extras (benefits, additional salary, retention bonus).
What’s on the tiles
Payroll
| Tile | What it does |
|---|---|
| Salary Structure Assignment | Put an employee on a pay package with base salary |
| Bulk Salary Structure Assignment | Assign packages to many employees |
| Payroll Entry | Batch payroll run for a period |
| Salaries | Individual salary slips |
| Employee Benefit Claim | Claims against flexible-benefit components |
| Additional Salary | One-time or recurring extra earning/deduction |
Retention Bonus
| Tile | What it does |
|---|---|
| Retention Bonus | Schedule retention payouts |
| Bulk Retention Bonus Assignment | Create many retention bonuses in draft |
1. Salary Structure Assignment
Go to: HR → Payroll & Salaries → Salary Structure Assignment
| Field | What it means |
|---|---|
| Employee | Who is being paid |
| Salary Structure | Which package |
| From Date | Effective start |
| Base Salary | Base used by formulas / percentages |
| Income Tax Slab | Slab to use, or bypass |
Status: Draft → Approved → Inactive
Base salary lives on the assignment, not on the employee header.
2. Payroll Entry
Go to: HR → Payroll & Salaries → Payroll Entry
A Payroll Entry is one payroll run: period, employees, and processing steps.
| Field | What it means |
|---|---|
| Posting Date / Frequency | When and how often |
| Start / End | Pay period |
| Validate Attendance | Optional attendance checks (as configured) |
| Payable / Bank accounts | Payment accounting |
| Employees | Who is included (needs an active structure assignment) |
Typical workflow:
Payroll entry, from draft to paid
Actions often include generate/recalculate slips, approve all, create bank entries, and email slips (some run as background tasks).
3. Salaries (Salary Slips)
Go to: HR → Payroll & Salaries → Salaries
Each slip is one employee’s payslip for a period (usually created from a Payroll Entry).
Workflow: Draft → Submitted → Paid / Cancelled
Review earnings, deductions, hours adjustments, and tax lines before marking Paid.
4. Employee Benefit Claim
Go to: HR → Payroll & Salaries → Employee Benefit Claim
Claim against a flexible-benefit earning salary component.
Typical workflow:
An approver can also Unapprove a claim (Submitted back to Draft, or Approved back to Submitted) to send it back a stage without rejecting or cancelling it.
Approved claims are paid automatically they move to Paid when a Payroll Entry generates and pays the salary slip covering the claim date, not by a manual action.
Only Draft and Cancelled claims can be deleted. Rejected claims are kept for the record and cannot be deleted, cancel an approved claim instead of relying on rejection if you need to remove it later.
5. Additional Salary
Go to: HR → Payroll & Salaries → Additional Salary
One-time or recurring extra earning/deduction for a payroll date (bonus, adjustment, advance recovery link, and similar).
Workflow: Draft → Submitted → Approved / Cancelled
6. Retention Bonus
Go to: HR → Payroll & Salaries → Retention Bonus
Schedule retention payouts via a salary component, duration, and payment period (monthly/quarterly/etc.). Bulk create drafts when onboarding many plans.
Typical workflow:
An approver can also Unapprove an approved bonus back to Draft. Approving generates the bonus’s recurring Additional Salary schedule; unapproving or cancelling removes that schedule again. Only Draft bonuses can be deleted.
Suggested payroll cycle
- Confirm structure assignments are Approved and base salaries are correct
- Close attendance / leave for the period
- Create Payroll Entry → Approve → Generate slips
- Review slips → Approve → Pay / bank entry → Email if needed
- Use Payroll Reports (Salary Sheet, Register, Tax Ledger, Component Report)