Payroll

WP ERP Payroll extension helps you to create an employee list and manage their remuneration in a structured way.

In this documentation, we will cover –

  • Payroll Settings
  • Payroll Dashboard & Overview
  • Adding Remuneration or Salary Amounts to Employee Profile
  • Creating and Managing Pay Calendars
  • Approving & Managing Pay Runs
  • Generating Reports for Decision Making

Installation

To install WP ERP Payroll, navigate to WP Admin Dashboard → Plugins → Add New → Upload the WP ERP Payroll. 

WP ERP Payroll Setup Wizard

Next up, you will get the Setup Wizard for the WP ERP Payroll. Select the Account head for Assets, Account head for salary reporting, and Account head for tax reporting. After that, hit the Continue button.

Now, select your convenient payment method. Then, hit the Continue button to proceed:

Now, you can directly create the “Pay Calendar” or go to the Payroll Dashboard.

That’s all about the Setup Wizard of WP ERP Payroll extension.

Payroll Settings

ERP Payroll allows you to easily manage your employee salaries and automate the system in an effective way.

After installing and activating the plugin, navigate to –

WP Admin Dashboard → WP ERP → Settings → Payroll 

Payroll settings

You will find three types of settings that will help you to configure the payroll system.

Payment Settings

Now Navigate to- WP Dashboard → WP ERP → Settings → Payroll → Payment Settings

This setting allows you to select the method of payment you want to process; cash, cheque or bank.

Payroll Settings

Pay Item Settings

Now Navigate to- WP Dashboard → WP ERP → Settings → Payroll → Pay Item Settings

From here, you can create new pay types and pay items such as travel allowance, overtime, late fee etc. You can also edit or delete these pay items any time you want.

Pay Item Settings

Payroll Overview and Dashboard

To view the dashboard and overview page of Payroll, navigate to –

WP Dashboard → WP ERP → HR → Payroll → Overview.

This overview page gives you a bird’s eye view of your payroll system. It clearly illustrates usable and important insights about the system including –

  • Total expenses
  • Total pay calendar created
  • Times pay calendar approved
  • Spent on the previous month
  • Latest list of pay run records
  • Payroll history with smart insights

Adding Remuneration or Salary Amounts to Employee Profile

Before you create a pay calendar or approve a pay run, you need to set basic salary and other relevant details for your employees. If you have already specified all of the details in your HRM module of WP ERP, then you can review them.

To add payroll basic information, navigate to –

WP Dashboard → WP ERP → HR → Employees 

Now, select an employee and view their profile. Now, click on the Payroll tab, which has been created after you have installed and activated the Payroll extension.

Enter the necessary information on the Payroll basic and Tax info section and click on the Submit button.

If you want to add a fixed allowance for your employee, then select the pay item and pay item payment amount in the Fixed allowance payments and hit the Save button. You can do the same for fixed deduction payments and tax. You can also set a specific payment method for each of your employees.

All the provided fixed allowance, fixed deduction, and tax information will be added in the detail information at a glance section of your employee’s payroll tab.

Creating and Managing Pay Calendars

Navigate to – WP Admin Dashboard → WP ERP → HR → Payroll → Pay Calendar

Click on the Add New Pay Calendar Button to create a new pay calendar.

Now, you will be redirected to the pay calendar settings page. Enter the calendar name and calendar type. You can also specify the normal pay day. However, it is optional.

Click on the Add Employee button, a pop up will appear in which all the department and designation from the HRM module will be available.

Select the department or designation you want to add to this list and click on the add employee to list button.

You will see the list of your employees you have selected including their email, department, and designation.

Finally, click on the create pay calendar button to complete the process and you will be redirected to the pay calendar list page.

Approving & Managing Pay Runs

Now, click on the Start Payrun button of a pay calendar.

You will be redirected to the Pay Run page. Select the from, to and payment date. You will find the employee list with relevant information and pay basic amount. Now, click on the next button.

In the second step, you have to specify the variable input options. You can add allowance and deduction amounts if required and click the Next button.

In the third step, review the payslips of your employees. You can also print the payslips if you want.

Now, click on the Next button.

In the final step, you have to approve the pay run if everything seems ok. Click on the Approve button and it will approve the pay run.

When the pay run has approved the status of the pay run will change to Approved and the color will change to green. You can undo the approval if required by clicking on the Undo Approve button.

Pay Run List

You can view the pay run list by navigating to –

WP Dashboard → WP ERP → HR → Payroll → Pay Run

Generating Reports for Decision Making

You can also generate useful and meaningful reports with this extension. Navigate to –

WP Dashboard → WP ERP → HR → Payroll → Reports

Click on the view report button of the available reports and specify dates. Finally, click on the search button to generate reports.

All Reports

Payslip For Employees

Now, employees can view their payslips as well as the admin. So that they can know what expenses are going where.

Admin Can View Payslips

Obviously admin can view the payslips from the employee profile. Click on any employee name. Then click on the Payslip on top of the menubar. There you will find the details of the recent month’s PayCalender.

If you want to find any information about the previous month’s PayCalender, simply choose a month and the year. It will automatically show that year and month’s information.

Employee Playslip-admin

You can easily get a preview and print the Playslip of that particular month or year. Just click on the ‘Eye’ button to get a sneak peek of the Payslip.

Preview

Employee Can View Their Payslip

As we said earlier, employees can view the Payslips. Just click on the Payslip on top of the menubar of their profile. There you will find all the details about the Payslip of that Paycalender.

EMployee payslip

Payslip in The Employee Overview Dashboard

The employees can view the Payslips on their Overview dashboard. They can view the most 5 recent Payslips.

Overview of Payslips

Payslip Email

When a Payslip is passed for an employee, he/she will get an email. All you need to do is enable Employee Playslip email.

Navigate to WP ERP -> Settings-> Email.

Email Navigation

There enable Employee Payslip mail.

Enable Employee Payslip

You can configure the email as you want. Click on the Configure button to edit the email.

Configure Email

Copy Payrun

The HR manager has to go through a hassle every time at the end of the month when it comes to salary. But not anymore. With the Copy Approval option, he/she can easily copy the whole payrun at a click of the button.

To copy the payrun just click on the Copy Approval button and the whole process will be copied.

Copy Approval

Note: What happens when an employee is hired or an employee leave the office? Obviously the PayRun will change. Copy Approval takes care of that problem also. If there is a change in the number of employees, then

Click on the Edit button of that Pay Calendar.

Edit button

Now, add an employee who has recently joined and update the Pay Calendar.

Add an employee

Now, when you hit the Copy Approval button, you will see the updated number of employees in the Pay Calendar.

Updated employee

That will reduce the hassle of the HR manager quite a bit.

Bank Report To CSV & Details To CSV

This feature will help the HR manager to create a detailed report that can be easily delivered to the bank. So, the bank can easily find out how much money to put in which account.

To generate this report, just navigate to Payroll-> Report. There click on the Pay Run Summary reports.

Pay run summary report

Now, select the date range of the pay run and click on the Search button. After the results are generated click on the Bank To CSV button. A CSV file will be downloaded and you will be able to view all the necessary details.

bank to csv

The details to CSV will generate the full pay run report. Click on the Details To CSV button.

details to csv button

Similarly, you will be able to view the whole report of the pay calendar.

details csv

That’s it for WordPress Payroll Plugin.

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