Payroll Setup - Processes and Workflows
Payroll Setup > Processes
Menu Path : Setup > Payroll Setup > Processes Tab
Accessible to : Application Administrator
From this tab you can activate processes and features within the payroll module. Some features might not be available in your Edition.
1. Enable Perquisites - through this parameter you can enable the perquisite feature. Refer to the articles on - Managing perquisite components of salary and Loans with perquisites to understand how this feature is used.
2. Enable Flexible Benefit Feature - through flexible benefits you can allow employees to design their own salary structure within the norms defined by the company. Refer to the articles on Releasing and Managing Flexible Benefits, Updating Flexible Benefits and Flexible Benefits setup for more details.
3. Enable Loan / Salary Advance Feature - if you want to give loans / salary advances to employees which will be then recovered through payroll this feature can be activated. Refer to the articles on Managing Loans and Advances, Updating Prepayment of Loans for more details.
4. Enable Reimbursement Heads -
if you want to model reimbursement heads in salary which employees can claim by submitting supporting documents you can activate this feature. Refer to the articles Managing Reimbursement Category in Payroll, Claiming Salary Reimbursements, Processing of Salary Reimbursements, Payment of Salary Reimbursements for more details.
5. Enable Leave Travel Allowance -
if you want to give the option of claiming LTA to employees then this feature should be enabled. Within this feature you an also select the method through which LTA should be paid to employee. Only if Reimbursement option is selected the constraint of allowing two LTA claims in a block of four years can be applied. Refer to the article on Understanding taxability of salary components for more details.
6. Enable CTC Feature - Salary can be modelled using only Gross Salary components or you can add Cost to Company (CTC) heads to the salary, these heads cover the payments made to employee at the end of employment like Gratuity or employer's share of contribution to PF, ESI. Refer to the article on Components of a Salary Structure for more details.
7. Enable Retainer Payroll - If you want to run payroll for Retainers this option needs to be activated. Refer to the article on Payroll for different types of employees for more details.
8. Enable Expat Payroll - allows you to run payroll for expat employees. Refer to the article on Payroll for different types of employees for more details.
9. Enable Trainee Payroll - allows you to run payroll for trainees / interns and pay them stipend. Refer to the article on Payroll for different types of employees for more details.
10. Enable Adhoc Based Payments / Deductions - this feature can be used to make payments to an employee on a an adhoc basis or on a predefined frequency like payment of joining bonus, payment of quarterly bonus. It can also be used for deductions like recovery of joining bonus. Refer article on Adhoc Payouts and Deductions for more details.
Payroll Setup > Workflows
Menu Path : Setup > Payroll Setup > Workflows Tab
Accessible to : Application Administrator
From this tab you can activate the approval workflows for some processes.
As shown above you can configure if you need
- creation of new salary or changes in salary
- monthly payroll output
- employee full and final
to be approved and you can select the approver's role.
- monthly payroll output
- employee full and final
to be approved and you can select the approver's role.
If the loan process is activated, you can select the initiator and approvers for new loans and instalment change requests.