How do I update the salary details of an employee?#
Each company has a certain compensation structure with various components like Basic, HRA, conveyance, etc. For any component, you can specify:
- a fixed amount for a component: BASIC = 8500
- a formula: HRA = 40% of BASIC
- lookup: if Location = Timbuktu then SPECIAL ALLOWANCE = 2000
- slab lookups: if BASIC between 5000-10000 then LUNCH ALLOWANCE = 500
- computed using special payroll agents (e.g. INCOME TAX, PROFESSIONAL TAX, etc.)
You need to input values only for those components that are fixed amounts (1). All other components will be computed based on the formula, lookup or special processor and do not require any inputs.
It will be very useful if you spend a little time learning the concepts in this page.
Here are the steps to update the salary details of an employee:
- Click the Employee > Salary Information menu item to open the Salary Information Page.
- The Salary Information Page opens. You need to search and select the employee for whom the salary information is to be viewed or updated.
- The salary components for the selected employees are shown as a tree structure. You can click on the + icon to expand each section.
- The Gross components are the income components of the employee. Some gross components are pro-rated and some are not. The pro-rated components will have a corresponding full income component.
- The deduction components are all grouped under one section called "Total Deductions".
- The full income components are grouped under "Full Income".
- If a component can be edited, a
icon appears next to it. Otherwise, it is not editable. You can edit a component in different ways:
- Click on the
icon to open a edit window for that component (see box 1).
- Select the component you want to edit (you can click on the component with the mouse or use arrow keys to select the component). Next, click on the Edit button on the toolbar (see box 2).
- Select the component you want to edit and press right-click button of the mouse to get a context menu. Click on the Edit menu item to launch the editor dialog. (see box 3)
- Depending on the type of component being edited, an appropriate editor dialog will appear.
- Refer to help on each type of editor to learn more about how to edit a particular component.
- If you do not see the "Edit" option or if this is greyed out, it means that the application is not expecting any input from you to calculate that item. This will be usually applicable for items that are marked as "Formulas" or "Lookups" or items where ovrerides are not allowed. For e.g. if PF = Basic X 0.12, then it would set up as a formula and you would not be able to edit it.
- Apart from entering data using the "Edit" option, you can also update data using the Override option. Overrides are normally used whenever you do not want the application calculated amount and instead would like to update an amount specified by you. Override can be applied for either the current Payroll or for a set of Payrolls. In the above example, if you do not want the application to calculate the PF but would want a amount specified by you, then you would apply a override on PF.
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See also:#
Pro-rated Income Components#
In case of pro-rated income components, the salary structure will have two related components:Remember that:
BASIC = FULL BASIC * (actual days worked/total work days)
Since BASIC is a formula component, it is automatically computed and you will not be able to edit the value for BASIC. If you need to input any values to BASIC, you must really update the FULL BASIC value.