Fast Salary Generation

Make sure you have completed following session(s)

In every pay cycle, user can calculate employee salary records based on the pre-set payroll formula stored in Salary Profile, and then save the salary records in the database. Instead of calculate salary one by one, you may batch calculate salary for a group of employees by using “Fast Salary Generation”. Please follow the steps below.

Steps

1. Starting Payroll Management

2. Click the [Fast Salary Generation] button from the toolbar

3. The screen of the Fast Salary Generation will be shown.

4. Select the “Salary Date”. “Salary Date” represents the date of salary generation. By default it is today. Normally, you don’t need to change it.

5. Select the “Salary Period”. “Salary Period” refers to the date period which should be covered during salary calculation. Actually, you may first select the “Pay period” which has several options as below :

Pay period option	Description	Period Start Date	Period End Date	Example	Default value
Monthly	Pay every month. The start day of the period	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Auto calculate by the system based on the selected Period Start Date	2016/11/5 – 2016/12/4	The last complete month before the selected *Salary Date*
Half-month	Pay on first-half month (15 days) and 2nd-half month (the days after the first-half month and before next first-half month).	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Auto calculate by the system based on the selected Period Start Date	(1st half) 2016/1/1 – 2016/1/15 (2nd half) 2016/1/16 – 2016/1/31 (1st half) 2016/1/10 – 2016/1/24 (2nd half) 2016/1/25 – 2016/2/8	The 1^st half of the last complete month before the selected *Salary Date*
Bi-weekly	Pay on every 14 days (2 weeks).	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Auto calculate by the system based on the selected Period Start Date	2016/1/1 – 2016/1/14 2016/1/20 – 2016/2/2	The first 14 days of the last complete month before the selected *Salary Date*
Weekly	Pay every week	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Auto calculate by the system based on the selected Period Start Date	2016/1/1 – 2016/1/7 2016/1/20 – 2016/1/26	The first 7 days of the last complete month before the selected *Salary Date*
Daily	Pay everyday	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Same as the selected Period Start Date	2016/1/1 - 2016/1/1 2016/8/20 – 2016/8/20	The first day of the last complete month before the selected *Salary Date*
Custom	Any period selected by user.	The start date of the salary calculation period. It is selected by user, and it should be the next day of the last pay period.	Selected by user. Any date earlier than the selected Period Start Date is invalid.	2016/1/1 – 2016/1/27 2016/3/17 – 2016/5/27	The last complete month before the selected *Salary Date*

6. Select the “Type”. This means the type of such payroll batch, such as “normal”, “bonus”, “commission”, etc. These types can be created by user to meet their company payroll policy. Actually, each payroll type was mapped to a “Salary Profile” in “Employee > Salary” page in system back-end, to tell the system which Salary Profile should be used for calculating salary for such “Type”. Therefore, we may also call this “type” as “Salary Profile Type”.

7. Select preferred “Payment Centre”. The “Payment Centre” that is also created by user to define the payment method and which bank account for autopay. You may choose the option “By employee default” that will auto select the “Payment centre” you have chosen in “Employee > Salary” page for every individual staff. Or, you may select a “Payment Centre” from the drop down box directly to override the individual staff selection.

8. Select the Project and Project Team for such payroll batch. If you don’t find the Project input boxes that means you have not purchased the Project module. Please simply ignore this step.

9. Click the [EE Filter] to select employee(s) you want the system to calculate and generate the salary records for.

10. Double check above selections are correct especially the Salary Period and Employees. Please note that the whole calculation process takes time depends on how complex of your payroll formula, no. of selected employee, and your computer performance.

11. If everything checked OK, click the [ Execute ] button, and key-in “Execute” to confirm starting the batch calculation process.

NOTE

During calculation, if you want to stop the process, you may press the [Stop] button and key-in “Execute” again to confirm cancel process.

Note that all generated salary records are saved in the database without rollback. In some cases, for example you found that there is something wrong in the payroll formula settings, and you want to re-calculate the salaries for all staffs, you have to manual delete those generated salary records first before next calculation process or otherwise the system will “skip” those existing salary records with same date period.

12. When the salary generation finished, a pop-up window with summary report will be shown. Check it out carefully and see if any failure or error occur.

If no error message found, the salary records are generated successfully. You may check them on the “Payroll Maintenance” screen after closing the

If error message found, do fix the problem(s) according to the error messages, and repeat the whole process again.

Fast Salary Generation

Make sure you have completed following session(s)

Steps

See also