Payroll Settings
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[Set Wage Items] > [Set Wage from Template] > [Set Attendance Payroll Rule] > [Associate Salary Group]
After setting the starting month of salary, the system will enter "Wage Items Settings"
Operation steps: [Payroll] > [Payroll Settings] > [Basic Setting] > [Wage Item]
Description of [Wage Item]
The salary item is an item of the salary table template. Administrators can add items, rename them, add notes, etc. according to their needs. Note that system items are not allowed to be modified, but they can be set to hide/show.
The salary item will directly affect the content of the monthly salary display. Therefore, the administrator can check whether the salary items in the system are sufficient. If there are deficiencies, the administrator can add/delete salary items by themselves.
Some categories or salary items are preset by the system. If the salary item is not applicable, the administrator can only hide it but cannot delete it.
If the fixed salary item needs to be divided into basic salary and position salary, you can "add a new salary item" under the fixed salary item.
Operation steps: ① [Payroll Management] > [Payroll Settings] > [Basic Setting] > [Wage Item] > [Fixed Wage Item] >[Add Salary Item] ② Enter the project name and remarks, and click "Confirm" ③ After adding, click "Save and take effect"
If employees are calculated on hourly/daily wages, a salary item can be added under "Hourly Wage". Click [Add Salary Item] and fill in the name and remarks of the salary item. Click [Confirm] again to complete adding salary items. After completion, please click [Save and take into effect] at the bottom, otherwise all newly added salary items will not be saved.
After setting the salary items, enter "Payroll Settings" and proceed to "Add Salary Template".
The salary template is the salary table used when calculates wages. The salary structure is the sum of all salary items. The salary template is composed of the items enabled by the salary structure.
If the salary items of all employees are the same, the administrator only needs to create one salary template.
However, if employees have different salary items (for example, full-time and part-time salary items are different), you can refer to the following steps:
Operation steps: ① [Payroll] > [Payroll Settings] > [Basic Setting] > [Template] > [Add Template] ② Perform basic settings and fill in the template name and remarks ③ Set up the template items and set the participating salary items. The administrator can add or remove salary items in the template according to needs. The system claim is required for the payroll calculation. You can set the item to be displayed in the wage form or not. After setting the salary table template, click "Save and take into effect" ④ If the company has multiple similar salary templates, you can "Copy" the corresponding salary table in the operation column. Copy the same items to a new template and continue editing to reduce repeated operations.
The payroll settings is calculated according to the attendance and salary rules. The administrator should first set the salary rules to be used under payroll settings.
If wages are based on time or piece rates, you need to set time wage and piece rate rules;
If the salary structure includes performance, commission, bonus, etc., you need to set performance pay rules;
For personal tax payment, you also need to pay attention to the setting of the tax cycle;
If there is a subsidy, set the subsidy rules;
For attendance deductions for lateness, early departure, absence of cards, and absence from work, they must be set in the attendance deduction rules;
Finally, associate these salary rules to the attendance and payroll settings.
If you have hourly/daily wage employees, please add rules in "Hourly Salary".
Operation steps: ① [Payroll] > [Payroll Settings] > [Payroll Rule] > [Hourly Pay] > [Add Hourly Pay] ② Basic settings, set the rule name, select salary items, and select accounting methods (optional based on shift length, working hours, and import data)
【Result included】 That is, which salary item the salary calculation results will be included in, this item needs to be set in [Salary Item] > [Hour Time Wage] > [New Salary Item] before setting the time wage rules.
【Duration calculation method】
Based on shift duration: Calculated based on the duration set in the attendance management shift.
Based on working hours: calculated based on employee attendance hours (attendance clock-in data)
Import data: During the salary calculation process, calculate the hourly salary by importing a large number of working hours (Entry point for importing data: [Monthly Payroll] > [More Functions] > [Import in Batch] > 2. After imported data > click on [Check details] > Sync Attendance > Calculation
③ Continue on setting the 【Calculation rule of time rate】 and if any 【Special rate settings】, then "save".
【Calculation according to system rules - calculation method details】
Calculation
Calculation Method
Description/Example
Set a unit price at a fixed hourly rate
No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price: The system automatically calculates the fixed unit rate based on the set fixed hourly rate Hourly wage = employee's individual working hours * hourly unit rate
Set a fixed unit price of $60/hr, and an employee attends 150 hours of attendance in the month: Hourly wages = 150 * 60 = $9000
Set the unit price by position
No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per hour: The system automatically calculates the unit price based on the set position Hourly wage = employee's individual working hours * unit price per hour
Set up a welder position, the unit price is $90/hour; Electrician position, unit price $92/hour: An employee of a welder position attends 100 hours in the month, and the hourly salary = 100 * 90 = $9000
Set the unit price by shift
No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per Hour: The system automatically calculates the unit price based on the set hourly rate for shifts Hourly wage = employee's individual working hours * unit price per hour
Set shift A, the unit price is $80/hour; Electrician post, unit price $82/ hour: Shift A employee attends 100 hours in the month, and the hourly wage = 100 * 80 = $8,000
Set the unit price by work location
When calculating hourly wages on a daily basis, it is calculated based on the actual number of hours the employee has. When there are multiple locations, the duration of the locations is calculated separately and added: Hourly wage = the no. of hours in the employee's personal location ÷ the no. of hours converted into a day (by shift duration/by working hours/by imported data) * daily unit price
The no. of converted hours per day is 8 hours/day; Set up in Wanchai HK, with a daily wage of $2,000/day, employee A is in Wanchai, for 2 hours, hourly wage = 2÷8 * 2000 = $500; Set up location: Kowloon, daily wage of $3,000/day, employee A in Kowloon, for 6 hours, hourly wage = 6÷8 * 3,000 = $2,250; That is, the salary of employee A on the day = 500 + 2250 = $2750
Set the unit price by week
No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per hour: The system automatically calculates the unit price based on the unit price of a specified working day Hourly wage = employee's individual working hours * unit price per hour
Set Monday, the unit price is $80/hour; Set Saturday, the unit price is $90/hour; Employees have a fixed working hours of 3 hours on Mondays and 3 hours on Saturdays; An employee attends 4 times on Monday and 4 times on Saturday in the month; Hourly wage = (4 * 3 * 80) + (4 * 3 * 90) = $2040
Set the unit price according to the statutory holiday
No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Rate: The system automatically calculates the unit price of holidays based on the set hourly rate for holidays Hourly wage = employee's individual working hours * unit price per hour
Set the unit price of $100/hour on statutory holidays. An employee who attends 8 hours on a statutory holiday in the current month: Hourly wages =8*100=$8000
【Customized formula calculation】
If employees are paid by piece rate, please add rules in "Piece Rate".
Piece-rate wages require setting up relevant products in "Product Line Management" first.
Steps: ①［Payroll］ >［Payroll Settings］ >［Payroll Rule］ >［Piece Rate］ >［Product Line Management］ ② Click "Add Product", set relevant information in the Add Product window, and click "Confirm" ③ After adding the product, return to piece rate and click "Add Piecework rule" ④ Basic settings, set the rule name, and select the salary item ⑤ Set the piece-rate wage calculation rules. Click "Add Rule" to add calculation rules and methods for multiple products. After setting, click "Save"
[Result inclusion item] The wage item into which the salary calculation result will be included. This item must be set in [Wage Item] > [Piecework Wage] > [Add New Wage Item] before setting the piecework wage rules.
[Calculation according to system rules - calculation method]
Calculated at a fixed unit price
Completed quantity: When calculating piecework wages, the completed amount of imported products is imported;
Product unit price: The system automatically calculates the unit price of the corresponding product according to the setting;
Piece-rate wage = employee's individual completion * fixed unit price of the product
Set the unit price of the product to 10 yuan/piece, and an employee completes 100 pieces that month.
Piecework wage = 100 * 10 = $1000
Calculated by completion ladder
Completed quantity: When calculating piecework wages, the completed amount of imported products is imported;
Product unit price: The system automatically calculates the unit price in a stepwise manner according to the set completion range
Set up 0 < Completion < 1000 pieces, according to $10/piece; 1000 ≤ Completion < 2000, at $20/piece, a certain employee completed 1010 products that month.
Salary = (1000x10) +(10x20) = $10,200
【Customized formula calculation】
To facilitate the company's payment of commissions, managers can set corresponding formulas in performance wages. Once the setup is complete, the system will be able to calculate employees' commissions.
Steps: ①[Payroll] > [Payroll Settings] >［Payroll Rules］ >［Merit Pay］ >［Add Performance Rules］ ② Under [Basic Setting], set the Rule Name, select Wage Item, select the Merit Type, set a performance type and calculation rule in a performance plan. If the company has multiple performance types or different rules, please save and continue to add another performance plan. ③ Set the Calculation Rule of Merit Pay, choose the calculation rules and methods for the corresponding performance types. The calculation rules for different performance types are different. After setting, click "Save"
【Result Record Item】 If you want to include the salary calculation results with a certain wage item, this item must be set in [Wage Items] > [Fluctuating Wage Items] > [Add Salary Item] before setting the Performance rules. If the administrator has not set the salary item in the "Fluctuating Wage Items" of "Wage item", the option will not be displayed here.
【Merit Type】 A performance type is set within a performance plan.
Merit Pay: A component of an employee's contractual salary. The amount is calculated based on the employee's performance appraisal results.
Commission: Calculated based on the corresponding proportion according to the sales amount or sales volume. Supports multiple products.
Bonus: Set a target performance amount and calculate it based on the corresponding proportion according to the employee's excess performance.
【Source of merit coefficient】 Import data: In the process of salary calculation, the performance salary is calculated by importing a large amount of performance base and evaluation results. - Import data: [Monthly Payroll] > [Add Salary Table] > [More Functions] > [Batch Import] - Calculate by rating [Monthly Payroll] > [View details] > [Calculate salary] » 2. Calculate performance commission income
【Calculation method: Calculated according to system rules】 (as shown below)
Administrators can also select [User defined formula calculation] in the calculation rules to set other calculation methods.
How performance pay is calculated
Calculated by rating
Performance Amount = Performance Amount × Coefficient. When calculating, the employee performance base amount is imported, and the system automatically calculates the employee performance income according to the set coefficient.
The score result is greater than 0 points and less than 10, The coefficient × 1.0, that is, enter 0 < score < 10. When calculating wages, an employee's coefficient of 1.0 is defined as a performance score of 0 to 10
Calculated by grade
When calculating wages, upload the assessment grade results for calculation, and the system automatically calculates the employee's performance income according to the coefficients set under the corresponding.
Set the performance attendance level to A with a coefficient of 1.0. Performance pay = performance base $3000× coefficient 1.0
How the commission is calculated
A fixed percentage of the sales amount
Commission amount = sales amount × fixed commission ratio. The sales amount is imported during the accounting, and the system automatically calculates it according to the set commission ratio.
The commission ratio is 60%. When the sales amount is 10000, Commission amount = 10,000 ×60%.
Calculated on a step-by-step basis based on the amount of sales
Commission amount = sales amount × commission ratio. When the sales amount is imported during accounting, the system automatically calculates the commission ratio in a stepwise manner according to the set interval.
If the sales amount is greater than 0 and less than 1000, the commission ratio is 60%. That is, set zero 0 < sales amount < 1000. When calculating, the commission amount = 1000×60% of the sales amount. Less than 1% of the proportion is calculated as 1%.
Calculated on a tiered basis based on sales volume
Commission amount = product unit price × sales volume. During the accounting, the sales volume is imported, and the system calculates the commission amount in a stepwise manner according to the different sales volume ranges set and corresponding to different proportions.
Sales between 0-1000, based on the order price of $10 Calculate; $15 between 1001-2000. Ready Set 0< sales volume < 1000, $10, etc., sales volume 1010 pieces, commission amount = 1010x15.
Tiered fixed amount by sales
When the performance reaches a certain level, you will receive a fixed amount of bonus.
How the bonus is calculated
In a fixed proportion
Bonus amount = performance excess amount × fixed percentage. When calculating bonuses, the amount of individual employee performance is imported. The system calculates based on a fixed bonus percentage set.
The actual performance amount of employees is 3000, and the performance target is achieved 1000, 60% of the prize rate. bonus =(3000-1000)x 60%。
Calculated on a tiered basis based on the excess amount
Bonus amount = performance excess amount × corresponding proportion. When the nucleic acid bonus, the amount of the employee's personal performance is imported. The system calculates bonuses in a stepwise manner according to different performance fund excess amount ranges, corresponding to different proportions.
When the excess amount is greater than 0 and less than 3000, the bonus ratio is 60%. That is, set 0< excess amount < 3000, the proportion is 60%, when the personal performance amount is 2999, the bonus = 2999 x 60%.
