Salary Hold employee hold amount deduct and Raise credit note

Overview

The Salary Hold Adjustment feature allows payroll administrators to adjust employee salary hold amounts directly within payroll transactions. These adjustments can be done in two ways:

1. Simple Adjustment using Deduction Header – where the hold amount is deducted in payroll and reflected in pending payables.

2. Adjustment with Credit Note – where, in addition to adjusting the hold amount, a Credit Note is generated for financial tracking.

The system supports both individual employee adjustments and bulk adjustments.

• Individual Adjustment: Adjust for one employee at a time (with or without Credit Note).

• Bulk Adjustment: Process adjustments for multiple employees together, with a single consolidated Credit Note (supported only in the Credit Note option).

This manual explains how to adjust salary hold amounts in payroll transactions using deduction headers and generate Credit Notes. It covers both individual and bulk processes.

1. Salary Hold Adjustment (Without Credit Note)

Step 1: Navigate to Payments

• Go to Payments  → Stop Payment
  

Step 2: Select Employee

• Load the employee whose salary hold needs to be adjusted and click on the button Reduce amount from candidate payout
  

Step 3: Select Deduction Header

• From the dropdown, choose the appropriate Deduction Header.
  

Step 4: Confirm Adjustment

• Click validate and once valid click Submit.

• The hold amount will be deducted from payroll and updated pending payable amount.
  

2. Salary Hold Adjustment with Credit Note

This process allows generating a Credit Note while adjusting salary hold amounts.

2.1 One-by-One Adjustment

Step 1: Open Payments

• Navigate to Payments → Stop Payments
   

Step 2: Select Employee

• Load the employee for whom the adjustment needs to be processed and click on the button Reduce amount from candidate payout
  
  

Step 3: Select the option reduce amount and raise credit note.

• Select the correct Deduction Header.

• Fill all required fields for Credit Note generation
  

Step 5: Process

• Click on validate

• Once valid Click Generate Credit Note.

• The system will:

  • Adjust the salary hold amount in Payroll.

  • Reduce Pending Payables.

  • Generate a Credit Note, available in Financials → Credit Notes.
    
    

2.2 Bulk Adjustment (Only for Credit Note Option)

Step 1: Navigate to Payment module

• Go to Payment → Stop payment
   

Step 2: Select Employees and click reduce amount and raise credit note button 

• Tick multiple employees for adjustment.

• Note: All selected employees must be under one Invoice.
  

Step 3: Select Deduction Header

• Choose a single Deduction Header for all selected employees.

Step 4: Enter Mandatory Details

• Fill all required invoice and adjustment details.
  

Step 5: Process Bulk Adjustment

• Click Validate once valid click Generate credit note.

• The system will:

  • Adjust the hold amounts for all selected employees.

  • Reduce the Pending Payables.

  • Generate one consolidated Credit Note available in Financials → Credit Notes.
    
    

3. Key Notes

• Always ensure the Deduction Header is selected correctly.

• Verify all mandatory details before generating a Credit Note.

• Bulk option is supported only when generating Credit Notes.

• Credit Notes can be tracked anytime under Financials → Credit Note.