Using EmpXtrack
Payroll Module
Copyright 2013 | Saigun Technologies Pvt. Ltd. 2
With Payroll Module, you can:
a. View salary slip and salary details as a...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 3
To view salary slip and salary details, you need to:
1. Log in as Janet L...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 4
3. Click View Salary Structure tab to view your salary structure.
4. Clic...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 5
The first step in payroll calculation for a pay period is to setup monthl...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 6
4. Select the employees for whom you want to calculate monthly sheet and ...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 7
To run payroll process to generate salaries for a month, you need to:
1. ...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 8
4. Select the employees whose salaries you want to calculate and click Ca...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 9
The Calculated tab displaying the calculated salaries of the selected emp...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 10
7. Adjust the payroll amounts and click Save all and then click Cancel. ...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 11
The Finalized tab displaying the finalized salaries appear.
9. Select th...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 12
11. Specify the Disburse date for payroll and then click Same For All ch...
Copyright 2013 | Saigun Technologies Pvt. Ltd. 13
To configure payroll module, you need to:
1. Log in as Terri Osborn.
2. ...
For a demo or more
information please
contact
Copyright 2013 | Saigun Technologies Pvt. Ltd.
14
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Web based Payroll Software

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This presentation helps you understand the EmpXtrack features for payroll processing. We have a unique 3 step method that allows you to quickly process, verify and disburse your payroll in a matter of minutes.

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Web based Payroll Software

  1. 1. Using EmpXtrack Payroll Module
  2. 2. Copyright 2013 | Saigun Technologies Pvt. Ltd. 2 With Payroll Module, you can: a. View salary slip and salary details as an Employee. b. Run Payroll as HR Manager c. Approve payroll as an Approver (not included in this presentation) d. Configure Payroll Module as HR Manager Note: We would be trying most of the functionality with 2 employees Janet Leverling – the employee Terri Osborn – the HR Manager To Login as an Employee, roll on the mouse to the employee and click on the Login button (as shown in the image below) Payroll Users and Functionalities
  3. 3. Copyright 2013 | Saigun Technologies Pvt. Ltd. 3 To view salary slip and salary details, you need to: 1. Log in as Janet Leverling to try the functionality of an Employee. 2. Go to My profile>>My salary details. The My salary details page displaying your salary slips appears. 3. Click on the actions icon for a pay period and then click View pay slip option to view the salary slip for that pay period and print it. Continued…. View Salary Slip and Salary Details
  4. 4. Copyright 2013 | Saigun Technologies Pvt. Ltd. 4 3. Click View Salary Structure tab to view your salary structure. 4. Click Year to Date Details tab to View the payments made to you under each head up till now. View Salary Slip and Salary Details
  5. 5. Copyright 2013 | Saigun Technologies Pvt. Ltd. 5 The first step in payroll calculation for a pay period is to setup monthly sheet for that pay period to make changes to the payroll calculations that are specific to that month. This may include calculations related to attendance, leave data, loan data, and expense data etc. 1. Log in as Terri Osborn. 2. Go to Manage>>Manage payroll>>Setup monthly sheet. 3. Click the Actions icon for a pay period for which you want to calculate the monthly sheet and then select View monthly sheet details option. Note: The monthly sheet can also be calculated automatically in the payroll process if required. Setup Monthly Sheet
  6. 6. Copyright 2013 | Saigun Technologies Pvt. Ltd. 6 4. Select the employees for whom you want to calculate monthly sheet and then click Run monthly sheet. 5. The monthly sheet is successfully calculated for the pay period. You can now proceed to payroll processing for the employees for the pay period. Setup Monthly Sheet
  7. 7. Copyright 2013 | Saigun Technologies Pvt. Ltd. 7 To run payroll process to generate salaries for a month, you need to: 1. Log in as Terri Osborn. 2. Go to Manage>>Manage payroll>>Run payroll. 3. Click on the Actions icon for a pay period for which you want to run the payroll process on the Run payroll page that appears. Continued….. Run Payroll Process
  8. 8. Copyright 2013 | Saigun Technologies Pvt. Ltd. 8 4. Select the employees whose salaries you want to calculate and click Calculate from the Not Calculated tab that appears. 5. Click Done when salaries are calculated. Continued….. Run Payroll Process
  9. 9. Copyright 2013 | Saigun Technologies Pvt. Ltd. 9 The Calculated tab displaying the calculated salaries of the selected employees appear. 6. Select the employees whose salaries you want to adjust and click Adjust or click the corresponding adjust icon. Continued…. Run Payroll Process
  10. 10. Copyright 2013 | Saigun Technologies Pvt. Ltd. 10 7. Adjust the payroll amounts and click Save all and then click Cancel. You are back to the previous screen. Note: All adjusted salaries maintain full audit trail to view changes made. You can delete the payroll of selected employees if required and view various reports from the Reports section. 8. Select the employees and then click Finalize. Click Yes on the confirmation message that appears. Run Payroll Process
  11. 11. Copyright 2013 | Saigun Technologies Pvt. Ltd. 11 The Finalized tab displaying the finalized salaries appear. 9. Select the employees and then click Set payment mode link to modify the default payment mode optionally. By default the Wire Transfer payment mode is configured. 10. Click Disburse button and then click Yes on the confirmation message that appears. Continued.. Run Payroll Process
  12. 12. Copyright 2013 | Saigun Technologies Pvt. Ltd. 12 11. Specify the Disburse date for payroll and then click Same For All checkbox to specify the same date for all the employees. 12. Click Disburse Payroll button and then click Cancel. The payroll is successfully disbursed to the selected employees. Run Payroll Process
  13. 13. Copyright 2013 | Saigun Technologies Pvt. Ltd. 13 To configure payroll module, you need to: 1. Log in as Terri Osborn. 2. Go to Settings>>Payroll settings>>Payroll configuration. 3. Configure important settings such as approval for payroll processing, pay period type to be used, pay periods generation, and monthly sheet processing to be done outside payroll or automatically in payroll etc. 4. Click Update. 5. You can also setup variables that are used in your company, setup variable for payroll reports, define salary structures, design pay slip, and setup investment declaration settings by clicking on their respective nodes in the left navigation bar. Configure Payroll Module
  14. 14. For a demo or more information please contact Copyright 2013 | Saigun Technologies Pvt. Ltd. 14
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