You can allocate or de-allocate a newly created pay component to the salary structure of your employees by following the steps mentioned below:
It is a one-time activity and when new employee records are created, existing salary components will get automatically allocated.
On the Home Page click “Payroll”
Scroll down to “Utilities”.
Click “View Settings”.
Click “Pay Allocation”.
There are 3 steps by which allocation / deallocation of Components can be done to the Employees:
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.
Allocate new Pay Component
This is used to allocate the new Components to the Employees.
Select the Type - Allocate New Pay Component.
Users select the Component to be added to the salary structure of the Employees.
The effective date is set to the current Payroll month by default.
The list of employees will be displayed.
You can select a specific employee or “Select All”.
Click “Save”.
To bulk Allocate /De-Allocate click “Import”
Click “Download template here”.
Update the file and save it to the local drive.
Select the “Pay Component” from the drop-down.
Select the “Month”.
Select the “Branch”.
Click “Choose File”
Click “Import”.
Note -
If you want to add the Component to the salary of Resignees, you need to check the box next to “Resigned Employees”.
By default, the checkboxes before the names of all Employees would be ticked.
If you need to add the selected Component to the salary structure of all Employees, need to just click “Save”.
However, if you do not want to add the Component to some Employees, uncheck the box against the names of those Employees and click “Save”.
The Pay Component would be added to 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, the effective date of which need to be changed.
The default Effective date will be the current Payroll month; Users can change it to any month of their requirement.
Note -
If you need to change the effective date of the Component for the Resigned Employees, then you need to check the box next to” Resigned Employees”; then the names of the Resigned employees will also be displayed.
By default, the checkboxes before the names of all Employees would be ticked.
If you need to add the selected Component to the salary structure of all Employees, need to just click “Save”.
However, if you do not want to add the Component to some Employees, uncheck the box against the names of those Employees and click “Save”.
The Pay Component would be added in the salary structure of all selected Employees.