Employee payroll detail management

Employee payroll detail management

Menu path : Payroll > Employee Details
Accessible to : Payroll Manager

This is the page from where summary status of all payroll records can be seen and detailed record for any employee can be accessed. There are seven tabs on this page, some of them might not be to you if the corresponding feature has not been activated.
1. Employee Details
2. Pending For Updation
3. Pending Activities
4. Resigned Employees
5. Loans and Advances
6. Perquisite Loans
7. Pension Details

1. Payroll Details

From this tab you can review the status of all employees in terms of till when payroll has been processed and also access record for any one employee for further updation by clicking on Edit.


On Editing the record you will be navigated to employee pages. Refer to articles on -
- Payroll Details
- Declarations
- Salary Structure
for more details.

2. Pending for Updation

Whenever a new employee joins the company and his status is updated as joined by HR Manager an alert will come to you and on this tab the record will be visible. Records in the first table of this tab have some details missing or have some pending approvals. Payroll for these records cannot be run unless the pending point is cleared.


From this tab you can -

1. Click on "Edit" if you want to proceed with updating Statutory Details and Salary Structure. Refer to the article on Employee Details - Payroll Details and Data Updation for New Joiner for next steps. You will see the popup as shown below, the option to select Retainer category will come only for Retainers.


2. Excluding employees from payroll - If you do not want to run payroll for a new joiner you can use the "Exclude" button to move their records to the Excluded table. You can bring these records back using the "Include" button.

Record will be removed from this tab and will be visible on the first tab when Salary Structure status is "Finalized" and Statutory Details status is "Update".

3. Pending Activities

In this tab you can review pending activities. Some of the activities might be compulsory to be done before payroll can be processed and some might be optional. Refer to the article on Pending Payroll Activities for more details.

4. Resigned Employees

From this tab details of resigned employees can be accessed.


Hidden records can be recalled using "Recall Record" button. Records can be hidden using the "Hide" or "Hide All" button.

5. Loans & Advances / 6. Perquisite Loans

On these tabs you can update loan details for a loan taken by the employee. Loan updated here will not go through an approval work flow.

To understand different types of loans and how they can be managed please refer to -
1. Managing loans and advances
2. Loans without perquisite
3. Loan with perquisite
4. Pre Payment of Loan

7. Pension Details

On this tab you can update the details for employees who want to claim exemption from filing Income Tax return under section 194P.


- Select Yes in "Eligible for 194P" column
- Update the Gross Pension being paid through the financial year, please note that this is the figure which will be reported in Quarter 4 - 24Q
- Update the interest amount as declared by the employee

Once these declarations are submitted the details will reflect in Q4 24Q generated for the financial year.