Payroll management revolves in and around the management of employee salary in an organization. The management includes timely issuance of salary, employee benefits/ allowances, deducting employee loan amount and so on. To manage employee payroll, odoo has come up with the payroll module.
CONFIGURING SALARY RULES
Salary rules are every important so as to compute precisely the employee’s allowances, taxes, deductions, net, contributions, etc. To configure salary rules for employees, go to Payroll – Configuration- Salary Rules- Create
Here one can define several things in the fly:
Name A name for the salary rule.
Category: Choose the category early created.
Code: It is used for easily accessing while computing net salary.
Active: It will allow you to hide the salary rule without removing it.
Appear on Payslip: Used to display the salary rule on the payslip.
Sequence: Use to arrange the calculation sequence.
Active: If the active field is set to false, it will allow you to hide the salary rule without deleting it.
Under General Info Tab,
One can see some fields:
Condition-based on: Here one can set how the category wants to perform in each salary computation. There are three conditions under this field.
Always True: If we set this condition, the rule becomes available in every salary computation.
Range: In this case, we can see another some fields
Here we can see Minimum Range and Maximum Range. The rule only performs when the wage of an employee falls in between these two ranges.
Python Expression: In this case, we can see some comment lines helping to create python conditions. By default, odoo provides an equation based on the result.
We can access the values in the objects when we create a python condition.
Computation: Salary computation is common in three types.
Fixed amount
Percentage
Python code
Fixed amount: In this case, we can provide a fixed amount and Quantity.
Percentage: In this case, the computation is based on the fields underneath it.
Percentage based on Specify the variable we want to get the percentage.
Percentage: Specify the percentage value.
Python Code
Here the computation is based on the Python code.
CONFIGURING SALARY STRUCTURE
Each company follows a different salary structure based on its rules and conditions. To configure the new salary structure, go to Payroll- Configuration – Structures- Create.
Here in the fly, one can add:
Structure Type name,
Wage Type: Hourly Wage/Monthly Fixed Wage.
Default Scheduled Pay: Defines the frequency of the wage payment.
Default Working Hours:
Default Work Entry Types;
Coming back to salary structure,
The other fields include:
Use Worked Day Lines: Workdays won’t be computed/displayed in payslips.
Regular Pay: Check this option if this structure is the common one.
EMPLOYEE PAYSLIPS
Payslips will be generated only for that employee who have valid contracts with the organization. If your employee is new, firstly an employee contract should be built between the employee and the organization.
Configuration
Payroll- Payslips
From dashboard one can see the already created payslips. However, to create new click on the create button.
Upon clicking the CREATE button, you will be navigated to a new window like below:
Here one can select the employee, period, reference, contract, play slip name. Under work days and input tab, one can add the Worked days.
One can define here the number of days and number of works worked by the employee. Also the amount can be added.
After entering all the fields,
Click COMPUTE SHEET to see calculations as per salary rules.
You can see the computed Unpaid leaves pay as a deduction on the computer sheet. One can also cancel the pay slip via clicking the CANCEL PAYSLIP button and print it via clicking PRINT button.
In order to view all, pay slips created, go to Payroll- Pay slips- All Pay slips.
Pay slips in Batches
Earlier we saw individual pay slip generation. However, in Odoo, one can create pay slips in batch making your task all lot
simpler and quicker.
For that go to Payroll- Pay slips- Batches.
Here you can define the name, period, credit note generation date and company. Adding all these fields and clicking GENERATE PAYSLIPS, you get navigated to another window like below:
From here, one can select the employee for whom you need to create payslips. Later click GENERATE button to create payslips in batches.
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