============================================
Payroll Generation Process
============================================

Employee Creation
==================

Roles Involved: HR Manager

To Create a new employee, login as a HR manager.

To access the menu, go to :menuselection:`Employees --> Employees --> Employees`

The list View of Employee will open. Click on New button.

The Form View for creating a New Employee will appear.

Fill in all the mandatory fields in the Form View and click on the Save button.

See :ref:`employees`

Employee's Bank Account
========================

Employee's Bank Details are entered in the Employee's Private Information tab under Bank Details.

Contracts Creation
====================

See :ref:`contracts`

Contracts should be in running state to show `Salary Head Amount` in Contract.

Leave Allocations
==================

To Allocate Leaves and approve for Employees, `Timeoff` module is used.

To access the menu, go to :menuselection:`Timeoff --> Management --> Allocations`

The Tree View of Allocations is as shown below.  It is allocated and approved by running a Cron Job.

.. image:: image/allocation_tree_view.png

The Form View of Allocations is as shown below.  For manual creation, enter all the mandatory fields and save it.  The status goes to `To Approve` state.  This should be approved by the HR Manager.

.. image:: image/allocation_form_view.png

Leave Types Creation
======================

To create Leave Types, Log in as Manager.

To access the menu, go to :menuselection:`Timeoff --> Configuration --> Time Off Types`

The List View of Time Off Types is as shown below.

.. image:: image/leave_type_listview.png

The Form View of Time Off Types is as shown below.  We can create any Time Off Type here by entering required fields.

.. image:: image/leave_type_formview.png

Leave Record Creation
======================

For Leave Record Creation, log in as a Store Manager or Team Manager.  Leaves should be allocated and approved before to create Leave Record for Employees.

To access the menu, go to :menuselection:`Timeoff --> Management --> Time Off`

The List View of Leave Record is as shown below.

.. image:: image/leave_record_listview.png

The Form View of Leave Record creation is as shown below.  Fill in all the mandatory fields in the Form View, Select Employee's name, Select Time Off Type, Choose the Dates as From and To Date, Enter a Description (if required). Click on the Save button.  The Status goes to `To Approve`.  Click on this and the status goes to `Approved` state.  This goes to `Second Approval` by HR Manager.

.. image:: image/leave_record_formview.png

.. image:: image/leave_record_toapprove.png

.. image:: image/leave_record_approved_state.png

.. image:: image/leave_record_second_approval.png

Holidays Creation
==================

Public Holidays should be created in `Configuration` menu under `Public Holidays`.  To create this, log in as a Manager.

To access the menu, go to :menuselection:`Timeoff --> Configuration --> Public Holidays`

Tree View of `Public Holidays` is as shown below.

.. image:: image/public_holidays_treeview.png

Click on `New` to create new Holiday and give `Start Date` and `End Date` then save it.

.. image:: image/holiday_new_.png

Employee Daily Status
======================

See :ref:`employee_daily_status`

In Employee Daily Status menu, all attendance related information of an Employee for a selected date can be seen. It helps HR and managers monitor and review employees’ daily attendance records.

To access the menu, go to :menuselection:`Attendances --> Employee Daily Status`

Log in as a Manager, the list view of Employee Daily Status is as shown below.

.. image:: image/emp_daily_status_listview.png

All attendance details of a particular employee can be seen by selecting that particular date.

.. image:: image/emp_daily_status_formview.png

.. image:: image/emp_daily_status_group.png

Checklist before payroll generation
```````````````````````````````````````

Before generating payroll, verify that the following activities have been completed:

#. Approve all leave records before generating payroll.

#. Update exited employee records.

#. Create new employee records with bank details.

#. Create contracts for new employees and assign the required payroll structure.

#. Complete leave allocation, if applicable.

#. Verify that no attendance records are in the TBD state.

.. note::

   Complete all checklist items before generating payroll.
 
Payroll Generation Process
===========================
 
Payslip Batch Creation
=======================
 
See :ref:`batches`

Salary Computation
==================

See :ref:`all_payslips`

Monthly Allowance Deduction
================================

See :ref:`monthly_allowance_deduction`

Employee Advance
=================

See :ref:`employee_advance`