Payroll - Admin
Payroll management is meant to provide the financial record of employees gross earnings, ease administrative tasks and cover the entire process of calculating it. Max HR is designed in such a way to meet all your expectations and automates the HR system.
Process payroll
● Go to payroll from the dashboard.
● You can view all drafted and processed payrolls in the form of a list.
New payroll
● To create new payroll, click on create.
● Popup to create a payroll show.
● Event name is auto generated according to the date of current day but can be edited to change.
● Add payroll duration dates from and to through the calendar. Select pay date.
● If the admin wants to approve all pending timesheets and send them to payroll during the time duration selected, click on the given checkbox.
● Payroll is created by clicking on next.
● Admin can either process the created payroll or cancel the event.
● The created payroll can be saved as draft too. Click on save as draft to edit later.
Process payroll
● To process a payroll, you can create a new payroll or process an already listed one.
● To process a new payroll click on create and follow steps below.
● To process an already created payroll from the list, go to list and click on Process Payroll of the desired payroll.
● By clicking on process payroll, you will be directed to next screen on which you will see 4 steps, such as:
○ Review Hours
■ You will be reviewing the hours of each employee here.
■ Click on next after reviewing the hours.
■ Click on cancel event if needed.
○ Review Leave Pay
■ You will be reviewing the leave pay of each employee here.
■ Click on next after reviewing the leave pay.
■ Click on cancel event if needed.
○ Additional Pay
■ In this section, admin can edit pay components of any employee from the list.
■ Components that can be edited are addition, deduction and air ticket reimbursement.
■ Click on the “+” icon to edit additions and deductions whereas for air ticket reimbursement, you can simply add the desired value of amount.
■ Click on next after editing or cancel the event if needed.
○ Review Payroll
■ You will be reviewing the payroll of each employee here.
■ Click on approve after reviewing or cancel the event if needed. You can also save it as a draft.
■ By clicking on approve, your created payroll is processed and you can download it too.
Download payroll
● To download an already processed payroll, you can go to the list of it.
● Click on download of the desired payroll.
● Choose file type, SIF or CSV and download it in your system.
