Set up Salary Rules
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.
1. Hourly wages
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】
2. Piece-rate wages
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】
3. Performance-based salary
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%.
4. MPF Rules
The system has three preset MPF rules, namely general, foreign employee and industry schemes. Administrators can refer to the explanations written in the system notes to select rules that are suitable for employees.
Operation steps: [Payroll] > [Payroll Settings] > [Payroll Rules] > [MPF Rules] > [MPF Voluntary Contributions] ① If the company also has MPF voluntary contributions, you can also click the [MPF Voluntary Contribution Rules] button on the right to set the relevant rules according to the needs of the company. ② After that, the system will jump to the management page of the MPF voluntary contribution rules. Click "Add MPF Voluntary Contribution Rules" to make relevant settings. ③ Enter the settings for the relevant rules. Administrators can choose between two contribution methods: By [fixed amount] or [percentage of income]. - If a fixed amount is used as the contribution method, the administrator can set the contribution amounts for the employer and the employee respectively. - If the contribution amount is calculated as a percentage of income, the administrator can set a monthly contribution cap. If the contribution amount exceeds the contribution cap, the system will only calculate based on the contribution cap amount. The administrator can also set the contribution percentages for employers and employees respectively. ④ When you have completed the above steps, click [Save]. ⑤ Afterwards, you can see the newly set and saved rules on the MPF Voluntary Contribution Rules page. ⑥ If you need to make any changes, click the [Edit] button to change the settings.
5. Allowance Rules
The system allows you to set different types of allowance rules to comply with company policies.
Operation steps: [Payroll] > [Payroll Settings] > [Payroll Rules] > [Subsidy Rules] > [Add Subsidy Rules]
Please note: If you do not set the relevant salary items in the "Subsidy Items" within the "Wage Items", the subsidy option will not be displayed here. - The system provides various calculation methods for administrators to choose from. Administrators can click the icon on the right to view the explanation of each method. - Because the subsidy items for each employee may be different, the system sets up "Withholding rules" to check the employees who do not meet the conditions, and these employees will not be included in the subsidy range. - After completion, please click [Save] at the bottom, otherwise all the newly added data will not be saved.
6. Attendance Deduction Rules
The system can set various types of attendance rules according to the company's attendance system, such as: lateness, early departure, missing card and absence.
Operation steps: [Payroll] > [Payroll Settings] > [Payroll Rules] > [Attendance Deduction Rules] > [Add Attendance Rules] 【Late Rules】
The system can select the corresponding late rules based on the existing company system.
In addition, the tiered deduction method can also be set up with a custom formula to calculate the deduction, making it easier to modify the deduction ratio based on each employee's fixed salary. 【Custom formula settings】
You can use the variable fields of attendance and salary, such as the fixed salary / number of days to be attended / 540 (9 hours of work per day, 60 minutes per hour) in the figure below. This setting can calculate the late deduction unit per minute for different employees.
The custom formula just set will be displayed on the homepage of the newly added attendance plan.
In addition, you can also set the number of minutes per month that will not be deducted (Custom formula)
The settings for early leave, card absence and absence are similar to the above methods.
7. Attendance and Holiday Salary Calculation Rules
This section allows the administrator to set the holiday and attendance calculation method. The system will calculate the attendance and holiday deductions based on the relevant rules.
Operation steps: ① [Payroll] > [Payroll Settings] > [Attendance Leave Payroll Rule] > [Add Attendance Pay Calculation Rule] Please note: Attendance and Leave management are mutually complementary, so you need to set Leave before adding attendance and salary rules. After adding the Attendance Leave Payroll Rule, you can set the payroll ratio for each Leave items. ② After entering the [Leave Calculation Rule] settings, the administrator can select the deduction base and set the salary calculation ratio to a fixed ratio or based on years of service. 1. Fixed ratio: employees have the same leave pay method. 2. Based on years of employment: There will be different proportions of Leave pay calculation methods according to work seniority. 【Pay calculation percentage】: refers to the deduction ratio of the holiday (100% means no deduction; 0% means no pay). 【Cross-month calculation method】: Define the month to classify the leave deduction calculation when an employee applies for consecutive leave that spans two months. 【Leave deduction exemption rule】 The system can also set no deduction rules. You can set conditions for not deducting payments based on the employee’s length of service/years of service. ③ Once the settings are completed, the administrator can set [Overtime Calculation Rule] settings below. Administrators can select appropriate conditions in the compensation method within the settings. 【Compensation by fixed amount】: A fixed compensation amount will be applied in all cases. 【Compensation based on salary ratio】: Set the salary ratio % and conversion standard. 【Custom formula】: If the above method does not meet the company's compensation conditions, you can select [Custom formula] to set a different calculation method. Administrators can select the required calculation items in the system variable field to form a calculation formula. After designing the formula, press Verify Formula to test whether it is feasible. 【Absenteeism Deduction Rule】 The calculation method of absence deduction is consistent with the absence deduction set by the attendance group. Administrators can set the calculation method here to deduct a fixed amount or a certain percentage of the salary. 【Attendance Bonus Calculation】 Administrators can set the amount of the attendance bonus, conditions for receiving it, bonus limits, etc. 【Attendance Items】 Attendance items can set conditions for each attendance status. If an employee does not meet the attendance requirement for this item, he or she will not be able to receive the attendance bonus. For example: If the company is late for one minute, the employee will not receive the $500 diligence award that month. The company can set a deduction based on the number of lateness, $500 per time. When finished setting, click [Save].
8. More About Custom Formulas
Wage items are calculated according to system rules by default. If a custom formula is set, the calculation will follow the custom formula.
In the custom formula, you can use 【Attendance Group】 or 【Wage Group】, combined with functions and system variable fields, to quickly calculate the salary results for employees in the 【Wage Group】.
Operation Steps: ① [Payroll] > [Payroll Settings] > [Basic Setting] > [Wage Items] > [Fixed Wage Items] > [Add Salary Item] > [Custom Formula]. After using the custom calculation formula, save it to activate. ② Then edit the "Payroll Template" to add the custom wage items to the fixed wage items, and save to activate. ③ Next, adjust the amount and effective date of the custom wage items through "Fixed Salary Adjustment." ④ The corresponding monthly payroll will automatically calculate the salary results.
Please Note: If a calculation formula for custom wage items is set, it will be prioritized for calculations rather than following the system item settings.
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