Milestone Configuration Process

Follow the Below mentioned Steps  to set up application and process the milestone in the StaffingGo Application

Step 1: Salary Header Configuration for Milestone Billing Process.

• Navigate to Setting List >> Staffing Master >> Choose Salary Header  option >> Create the new salary component
• While creating the Salary header component mentioned the item type as Milestone and enable the Not part of the salary structure configuration in the salary header creation.
• If any fixed percentage TDS computation applicable,  enables salary header with income tax applicability and Save.

Step 2 : Staffing Type Mapping as Milestone and Flat TDS mapping in The Employee Level.

• Navigate to Employee profile from Employee module and update staffing Type as Milestone under Staffing Details option and save.

• Configure the Flate TDS configuration through navigate to employee HR details >> choose Probation& Income Tax  type  and map the Flat percentage If an employee is applicable. 
•  In income tax type choose the Fixed income tax rate with Flate TDS percentage configuration and save the configuration

Note: Use the Consultant Bulk import sheet update the both Staffing Type & income tax details in bulk.

Navigate to Consultant Module >> Import Option >> Chose the Employee import details >>Select Update consulatnt details & dowload the sample sheet >> Perpare the bulk details and import.

The Milestone Billing Process can be procedss  in 2 Methods:

  1. Manual / Indivisual Process

  2. Bulk  Process 

Step 3:  Method 1: Import the milestone process in the individual/ Manual .

• Navigate to Milestone dashboard >> Click on create milestone billing option to add the bill amount details.
• Update the details in the Milestone creation dashboard along with bill amount, Date & employee details and save the details. All mandatory details needs to update without fail. If any necssary to follow the non mandatory details we can able to update and save the same record in the application. Added all details will connect in the Consutant invoice details.

Step 4:  Method 2: Import the milestone process in Bulk.

• In the Milestone dashboard >> Navigate to Bulk import option to process milestone employees salary in bulk.
• Download sample excel template to download the system pre-defined sample sheet to input the milestone billing details. Prepare the details in the downladed sheet 
• Follow the instructions given in the first sheet (Instructions) of the spread sheet and follow the guidelines for uploading the data in requirement.

Note: In excel, import the Employee No. is mandatory if Client Name & Client Employee No not exists. It should exactly match with the system generated Employee No.

• Once the data is ready to upload the file, uploaded file will automatically validated by the system and displays validation status.
• The validation message will , If any error it displays the message otherwise it displays as “Valid”.
• Once the data is valid. once again click on Import button to save the data.
• If all the data is valid system displays the message as “Record Updated”. Those successful data will be available

           for user to use.

• Updated details will be available to you in verification pending. Navigate to Milestone dashboard and click on count; Verification pending. (Refer the Verification pending section for further process).

Step 5: Splitting the Cost center / Allocating the Cost center with splitting the employee bill amount

• From Verification Pending Click on the Count >> Select the specific client >> Click on Show bill >> All employee with bill details are available view.
• Select the Employee details and  Click on the Split Cost ceneter. As per the Splitting logic single employee line item will splitted with allocating the different cost center.
• Once verification pending bills done and update status from verification pending to verified by choosing the Mark as Verified option.
• Once Verified details are available in the Verified option. From verified we do have an option send the bill details for authorization to employee in Employee Portal If required.
• Along with update the status of Authorizating pending. Details are moved to from verification pending to authorization pending.
• Once sent of authorization details available in Autorization pending and once employee Authorized the bill same details are available in the Authorized status.

Step 6: Process Payroll for Milestone bills

• Once Bill details are available in the Mark for Process same details are available for payroll in payroll pending option.
  
• Process the Milestone details from payroll pending with enable on consider milestone items option and process payroll.

• Once payroll is processed payroll details are available in Lock Pending and locked the transactionwhich is available under  processed status in Milestone Module.