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| Frequently
Asked Question (FAQ) : Payroll Software |
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How
to create new company? |
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For
create a new company we have to click
on create button on startup screen that
shown on figure1 given below: |
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After
Clicking on Create button, Company Details
form will appear as shown in figure
2 given below |
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Now
we can enter the require company details
on this form and click on Ok button
to create the company. |
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How
to change financial year? |
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Go to
File -> Select Financial Year then
select financial year & click on
select button. (Shown in Figure 3) |
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How
to create Addition/Deduction Pay Codes? |
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Go to
Master Records -> Addition/Deduction
Pay Codes. (Shown in Figure 4) |
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How
to create Leave Codes? |
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Go to
Master Records -> Leave Codes (Shown
in Figure 5) |
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How
to create Employee profile? |
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Go to
Master Records -> Employees (Shown
in Figure 6) |
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How
to assign salary structure to employee? |
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In Payrollsoftware
we can assign salary structure to employee
in two ways: |
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a)
In first way we can assign the salary
structure as - go to Master Records
-> Employees -> salary detail
tabs. (Shown in figure 7) |
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b)
In second way we can assign salary structure
as - go to Employee Transactions ->
Assign Add/Ded Code. (Shown in figure
8) |
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How
to Assign Grade/Designation/Department/Division
wise salary structure? |
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Go to
Employee Transactions -> Assign Add/Ded
Code (Group wise). |
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How
to make transaction of Loan/Advance? |
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For
making transaction of loan/advance we
go to Employee Transactions
-> Loan/Advances Register.
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How
to Assign Maximum Leave yearly to employee? |
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For
assign maximum leave yearly to employee
we go to Employee Transactions
-> Assign Leave Codes. |
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How
to Sanction the leave monthly to employee? |
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For
Sanction leave to employee we have go
to Employee Transactions ->
Leave Sanction |
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How
to make leave Encashment Transaction? |
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We can
make leave Encashment Transaction from
Employee Transactions ->
leave Encashment option. |
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How
to make Special Reimbursement Transaction? |
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For
make special reimbursement Transaction
we go Employee Transactions
-> Special Reimbursement
Entry option . Before making
special Reimbursement transaction ,
firstly we have to assign reimbursement
codes in Master Record->Employees->Reimb.
Details Tab |
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How
to make full and finalized settlement? |
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For
make full and finalized settlement we
go Employee Transactions ->
Finalize Employee [Full & Final]
option, |
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How
to import manual Tax? |
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We
import manual tax from Taxation
Processes -> Tax -> Import or
export option. Firstly we
have to export the employee list in
Excel by using Tax-Export option.
In Excel file , we can enter Tax amount
in Tax column. After thatwe can save
excel file (don’t need to give
name and folder where excel file will
be save. Excel file will take name
and location automatically).Then we
can close the excel file. We import
the saved excel file using Tax->Import
option. In export and Import option
, we have to mention the month and
year for which we want to take the
manual tax. |
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How
to Calculate TDS automatically? |
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During
the monthly salary processing, TDS
is calculated automatically( If manual
Tax is not provided for the month
for which salary is processing).
We can enter the some transactions
that will be reflected on TDS calucalation
like Chapter VI A Deduction trasaction,
Section 80 C trasaction, perquisite
transaction etc. |
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How
to generate form 16 and form 24? |
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For
generate form 16 and form 24 we go Taxation
Processes -> Finalize
Income Tax
option, and click on calculate
button. To generate form 16
& 24. |
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How
to mark optimistic(All Employees) monthly
attendance? |
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For
mark optimistic monthly attendance we
go Payroll -> Generate
Optimistic Attendance option. |
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How
to mark Individual monthly attendance? |
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For
mark optimistic monthly attendance we
go Payroll -> Mark
Monthly Attendance (employee wise) option |
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How
to mark Leave without Pay of employees? |
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We can
mark leave without pay of employees
by Go to Payroll -> Mark
Monthly Attendance (Employee Wise)
option,
In this form, we can enter no of absence
days in Leave w/o pay field. |
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How
to process the monthly payroll? |
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For
process the monthly payroll; we go
to Payroll -> Payroll Process option,
then select month, year, division
& department after that we click
on k button. |
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How
to assign monthly Pay mode (Cash, Bank,
Cheque)? |
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For
assign monthly pay mode, we go to
Payroll -> Assign Payment
Mode -> Export or Import option.
Here we click on export option it
open an excel file. In which we define
pay mode manually the we save the
file after that we import it. |
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How
to send monthly Payslips by Email? |
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For
assign monthly pay mode, we go to
Payroll -> Email Payslips
option. Here we select department,
month & year & email address
which we want to send mail. Then we
click on send button. |
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How
to generate monthly Salary Register? |
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For
generate monthly salary register we
go to Report -> Monthly Report
-> Salary Registers [Current Employees]
-> Payroll option. Here we select
the department, division, month &
year then click on ok button. |
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How
to generate monthly Payslips? |
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For
generate monthly salary Payslips we
go to Report -> Generate
Payslips -> Payslips [With Leave]
or Payslips [Without Leave]
option. Here we select the department,
division, month & year then click
on ok button. |
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How
to generate monthly Attendance report? |
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For
generate monthly attendance report we
go to Report -> Monthly Report
-> Attendance option. Here
we select the department, division,
month & year then click on ok button.
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How to import attendance from Attendance
Machine? |
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For
import attendance from attendance machine
we go to Payroll -> Import Attendance
Data From Pegasus Machine option. |
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How
to Register the Dlls and OCXs files? |
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For
register the Dlls , firstly copy the
Dlls folder from CD to C: Drive in
your computer. Then run the RegisterDlls
file by double clicking on it. It
will give message like “Dll
registered Successfully” press
enter on each message. |
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