How To Update EARNINGS & DEDUCTION

Created by Pritesh patel, Modified on Sat, 27 Jul, 2024 at 7:57 PM by Pritesh patel

Contents

a. How to create E&D headers in settings? 2

b. How to map E&D headers in contract level? 3

c. How to create E&D register? 4

a) Individual E & D details 4

b) Import in bulk of Bulk E & D details 5

Overview

Earning and deductions are the major components of the salary structure. Earnings are the total compensation earned by an employee and paid by the employer in exchange for the service provided by an employee which is calculated on payroll during the accounting period. Earnings include wages, salaries, and overtime pay. Earnings are the amount that is earned by an employee and deductions is the amount that is deduction by the employer in form of taxes, insurance premium, and other deductions.

Firstly you have to create salary headers related to earnings and deduction and map the created headers in the client contract level. Eg -Transport allowance, Canteen deduction, salary advance, additional day payment, bonus etc.

How to create E&D headers in settings?

Perform the following steps to create new E&D salary headers:

Navigate to; Settings ? Staffing Master ? Salary Header; to add a new E&D salary header.
Click on; New option to create new E&D salary header.
Follow the wizard to input all the mandatory details marked with * symbol and other information.
Input the Title in the text box for new E&D salary header.

$C:\Users\Admin\Desktop\2021-12-02 10_33_07-Window.png$

Choose the appropriate header type from the drop-down i.e. Earnings or deduction.
Enable the free header option particularly for the E&D headers.

$C:\Users\Admin\Desktop\2021-11-23 16_00_59-Window.png$

Click on; SAVE option to save the E&D salary headers details.
Click on; DELETE option to delete the E&D salary headers details.

How to map E&D headers in contract level?

Navigate to; Contract ?Click on; Contract Name.
It displays the contract details and click on; salary/reimbursement; tab gets opened to add E&D headers in contract level.

$C:\Users\Admin\Desktop\2021-11-25 14_55_57-Window.png$

Click on;” +” option to add created E&D headers against contract.
Follow the wizard to input all the mandatory details marked with * symbol and other information.

$C:\Users\Admin\Desktop\2021-11-25 15_00_15-Window.png$

$C:\Users\Admin\Desktop\2021-11-25 15_00_59-Window.png$

Choose the appropriate E&D header from the salary header drop-down list.
Input the mark-up value in the text box for E&D headers. If there is no mark-up value for the header, please input 0 value as it is a mandatory.
Configure the options based on the headers.
Click on; SAVE option to save the header against the contract level.
Click on; CANCEL option to close the header mapping without saving.

Click on; to modify the mapped E&D header details.
Click on; “ $C:\Users\Admin\Desktop\2021-11-25 17_04_53-Window.png$ “option to delete mapped E&D header details.

Note: Click on; $C:\Users\Admin\Desktop\2021-11-25 17_27_18-Window.png$ option to sync the latest E&D header details to the consultants mapped to the contract level.

How to create E&D register?

Perform the following steps to create new E&D salary headers:

Navigate to; Timesheet ? Dashboard

$C:\Users\Admin\Desktop\2021-12-02 11_40_01-Window.png$

Click on; the Extension option and choose the Earnings & Deduction register in the drop-down.

$C:\Users\Admin\Desktop\2021-11-23 17_30_44-Window.png$

In two ways the Earnings & Deduction details can be input:

Individual input for E & D details
Import in bulk of E & D details
Individual E & D details

Click on; Earnings & Deduction ? click on; option to add E & D consultant details.

$C:\Users\Admin\Desktop\2021-11-23 17_51_25-Window.png$

Follow the wizard to input all the mandatory details marked with * symbol and other information.
Click on; SAVE option to save the E&D register details.

Click on; CANCEL option to close the E&D register details without saving.
Click on; $C:\Users\Admin\Desktop\2021-11-25 17_04_33-Window.png$ to modify the E&D header register details.
Click on; $C:\Users\Admin\Desktop\2021-11-25 17_04_53-Window.png$ option to delete the E&D registers details.
To get the latest updated details, click on to refresh the E&D register list page.
To import the E&D register details, click on;” ” option to process in bulk.

Import in bulk of Bulk E & D details

Click on; Consolidated E&D register and download the excel template.

$C:\Users\Admin\Desktop\2021-11-23 17_56_35-Window.png$

Follow the instructions given in the first sheet (Instructions) of the spread sheet and follow the guidelines for uploading the data in requirement.
Once the data is ready to upload the file. Upload the file; system automatically does the validation and displays the validation message. If any error it displays the message like invalid staffing date, invalid employee id, duplicate check will be displayed otherwise it displays as “Valid”.
Once the valid data is ready. Click on;” Import” button to push the data.
If all the data is valid system displays the message as “Details saved successfully”. Those successful data will be available for you to use.

$C:\Users\Admin\Desktop\2021-12-02 12_59_09-Window.png$

Click on; CLEAR option to clear the imported data before it’s to be updated.

Other options:

To get the E&D details based on the criteria, click on;” “option available on E&D register page list.
E&D register list dump can be taken in excel for further process by clicking” “option.
To delete the selected employee E&D registration in bulk click on;” $C:\Users\Admin\Desktop\2021-11-23 17_50_06-Window.png$ ” option.

-: END OF DOCUMENT :-