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23 guides

HR and payroll

Employees, attendance, leave, salary structures, payroll and tax.

  1. Attendance (app) Screen

    The log of attendance marked on a phone.

  2. Attendance Finalize Screen

    The month's attendance grid: one row per employee, one square per day.

  3. Attendance Regularization Screen

    A request to correct one day of somebody's attendance, such as a missed punch, an agreed late arrival, or a day spent away from the office.

  4. Bulk Salary Slip Run Screen

    Makes salary slips for a whole payroll period in one go, for every employee in scope.

  5. Compensation Adjustment Screen

    A one-off addition or deduction for a single employee in a payroll period, such as a bonus, an arrear, or a correction to a previous month.

  6. Compensation Policy Screen

    A set of pay rules that add earnings or deductions to a salary slip based on what people actually did in the period: hours worked, trips driven, a target beaten, a share of a pot, an amount being recovered.

  7. Compensation Pool Screen

    A sum of money set aside for a period to be shared out among staff, such as a service charge, a tips pot or a team bonus.

  8. Compensation Recoverable Screen

    An amount owed by an employee that is taken back out of their pay, such as a salary advance, a loan, or an overpayment being corrected.

  9. Designation Screen

    The list of job posts in your organization, such as Driver, Accountant or Supervisor.

  10. Employee Screen

    The record of one member of staff.

  11. Employee Salary Assignment Screen

    The record that puts one employee on one salary structure from a date.

  12. Leave Request Screen

    One request for leave: an employee, a kind of leave, a first and last day, and a reason.

  13. Leave Type Screen

    The list of kinds of leave staff can pick from when they apply, such as sick, annual or unpaid.

  14. Overtime Policy Screen

    The rule that decides what an hour of overtime is worth, and who it applies to.

  15. Payroll Period Screen

    A named pay period with a first and a last day.

  16. Period Attendance Screen

    One employee's attendance summary for one pay period: days present, on leave, absent, unpaid, week off and holiday, the hours worked and the overtime, and whether it has been finalized.

  17. Salary Component Screen

    One line that can appear on a payslip: an earning such as basic pay or an allowance, or a deduction such as a fund contribution or tax.

  18. Salary Slip Screen

    One employee's pay for one period: the earning and deduction lines, the days behind them, and what they are owed.

  19. Salary Structure Screen

    A named set of earning and deduction lines.

  20. Tax Employee Config Screen

    One employee's tax circumstances for one fiscal year: single or couple, resident or not, what they contribute to, where they are posted and what they have declared.

  21. Tax Heading Screen

    The list of ways pay can be treated for tax: fully taxable, exempt, exempt up to a limit, an add back, or a reduction taken before the tax bands.

  22. Tax Policy Year Screen

    The tax rules for one fiscal year and one filing status: the tax bands, the rebates and the deduction caps that payroll works to.

  23. Team Member Screen

    The screen for giving somebody a sign-in account: their name, photo, username, email, contact number, the group they belong to and their password.

Still stuck?

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