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This help page demonstrates step-wise instructions to update payroll inputs and calculate payroll, along with deductions.
Watch the video for step by step instructions to process payroll for an employee and view step by step instructions.
To calculate payroll, you need to:
● Initiate the payroll run. To follow the steps before payroll calculation, click Initiate Payroll and view the steps to update the payroll inputs.
●The Process Payroll: Step 2 page displays four sections under the In Process tab. They are Salary not calculated, Verification pending, Not finalized and Not shared with employees. The page also shows the list of selected employees for whom you can run the payroll for the selected pay period.
Note: Number of sections in the In Process tab depends upon the Empxtrack product version that you are using.
Adjust Payroll Variables
● Adjust values of all the payroll variables for accurate deductions. Values for variables are clickable.
● Click any value and modify the data, and save changes. For instance, let’s click on any value under the Performance Incentive column. Enter the new value and reason in the New value and Narration fields. Click the Update button.
● Similarly, you can adjust the values of all other payroll variables if required. If you want to adjust data for multiple employees, click the Adjust data button, modify values and click Save all. Mention the reason for the change in the Enter remarks field and click Update. To learn more about how to adjust payroll values, click here.
The options to erase processed data, reprocess data and upload data are given to perform the following functions, respectively:
a. Erase processed data – This link erases data of the selected employees for all the payroll variables that were calculated in Step 1. It takes you back to the last step, where payroll inputs are again calculated.
b. Reprocess data – This link gives you an option to reprocess value of any of the available payroll variables. Select the payroll variables by clicking on the check box given with the name of the variable, and click the Proceed button. The existing data is removed for the selected payroll variables.
c. Upload data – This link gives you an option to upload monthly sheet data in one go. Download the CSV format file, fill it with the required data and upload it again.
● Select the employees for whom you want to run the payroll calculation by selecting the corresponding check box for each employee. To select all the employees, select the check box near the Employee column.
View Reports
● Click Reports button to view pre-payroll run report which is generated in two formats – web browser and spreadsheet.
● Click the Calculate salary for selected employees button to start payroll calculations.
Finalization of Payroll
● In the Not finalized tab, select employees and click Reports to run reports (such as variation reports) to compare the payroll run with a prior run, as.
● Click Finalize button for finalization of payroll. Learn more about how to finalize payroll with or without the involvement of an approver in the process.
Note: Once the payroll has been calculated for employees, you can adjust values, send the payroll for approval or erase it.
a. To learn how to adjust payroll values, click here.
b. The option to Send payroll for approval depends upon the payroll configurations. Visit the page to learn more about Payroll Configurations. Select the option Verification if you wish to include maker-checker functionality, in which the payroll is sent to the approver for verification.
Learn more about Empxtrack Payroll
Suggested Links
- Initiate Payroll
- Adjust Payroll
- Submit Payroll for Approval
- Finalize Payroll
- Set Payment Mode
- Disburse Payroll
- Manage Challan Info
- Capture Multiple Challan
- Capture Challan TNS 281 Details
- Generate Form 24Q
- Add Acknowledgment Info
- Employee data verification and update
- Import number of days employee worked
- Update out of payroll payments
- Calculate deductions and set up disburse date
- Share payslips with employees
- View Payroll Reports
- View and download statutory reports and challans
- Setup and Upload Monthly Sheet
- Clear Payroll
