It is a one-time activity and when new employee records are created, existing salary components will get automatically allocated.
Go to Settings >> Salary Components and click on Pay Allocation.
- Allocate new Pay Component
- Change Pay Component effective month
- De-allocate Pay Component
Allocate new Pay Component
- This is used to allocate the new Components to the Employees.
- Select the Type as Allocate New Pay Component.
- User to select the Component to be added in salary structure of the Employees.
- Effective date is set to current Payroll month by default.Note -
- If User want to add the Component to salary of Resignees, then the checkbox next to Resigned Employees need to be ticked.
- By default, the checkboxes before names of all Employees would be ticked.
- If User need to add the selected Component in salary structure of all these Employees, need to just click “Save”.
- However, if User does not want to add the Component to some Employees, untick checkbox against the names of those Employees and then click “Save”.
- The Pay Component would be added in the salary structure of all selected Employees.
Change Component effective month
- This is used to change the effective date of the allocated Component.
- Select the Type as Change Pay Component effective date.
- Select the Pay Component, effective date of which need to be changed.
- Default Effective date will be the current Payroll month; User can change to any month of their requirement.
Note -
- If User needs to change the effective date of the Component of Resignees, then need to tick the checkbox next to Resigned Employees; then Resignees names will also appear below
- By default, the checkboxes before names of all the Employees would be ticked.
- If the User needs to change effective date of the selected Component of all these Employees, should click “Save”.
- If they don’t want to change the effective date of the selected Component for a few Employees, the checkboxes against their names to be unticked and “Save”.
De-Allocate new Pay Component
- This is used to de-allocate the allocated Components to the Employees.
- Select the Type as Allocate new Pay Component.
- Select the Pay Component that need to be removed from the salary structure of the Employees.
- Default effective month will the month of Pay process.
Note -
- If the User needs remove the Component from salary of Resignees, then should tick the checkbox next to the Resigned Employees to see even their names in the list.
- By default, the checkboxes before names of all Employees would be ticked.
- If the User needs to remove the selected Component from salary structure of all these Employees, then ”Save”.
- However, if the User does not want to remove the Component to some Employees, then the corresponding checkboxes need to be unticked and then “Save”.
- The pay component would be removed from the salary structure of all selected Employees.