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Payroll accounting: add employee information at the start, then simply create payroll statements for monthly salaries and add allowances and deductions. Create the payment order at the click of a mouse - bang.
Contents
To create a payroll statement, the following steps must already be completed:
Otherwise, click here for the complete first steps tutorial including setup
Open the dialog for a new payroll statement in the Salaries area via Add.
Monthly salary is set by default in the Template field. Templates for hourly wages and options with withholding tax are available here via the drop-down menu.
The date field controls the month for which the payroll statement is created. By default, the 20th of the month is set and the 25th of the month is set for the payment date. The other fields such as Status, No. and Currency can be optionally adjusted.
It is now mandatory to select an employee.
Explanation for beginners:
Each line in the table is referred to as a salary type. The salary types are divided into salary, allowances and deductions.
The basic salary is now entered first in the still grayed out monthly salary line. The salary type is edited by double-clicking on the corresponding salary type or by selecting it and clicking on Edit.
The basic salary, the number of days and the employment level (workload) are now entered. The AHV/ALV deductions are calculated automatically with Apply.
The employee deductions for NOAI/OPP and the employer contributions for NOAI are opened by double-clicking and entered manually.
Further deductions and allowances are added to the payroll statement via Add. In the example, we add a child allowance.
To create a recurring payroll statement, configure the recurrence at the bottom left with the Recurrence button.
The document can be generated at an earlier time to ensure that it is sent at the correct time. The default setting here is 20 days.
If required, set the notification (to your own e-mail address) that new payroll statements have been created.
The insurance providers stored for the various insurance types (OASI / OPP / FCF etc.) are set in the Insurance tab.
For further deductions such as UI supplementary or AIA, further insurances are selected here. These can be edited and added in the Persons module in the Insurance category.
Click Save & Open to open the preview of the payroll statement. This can now be sent to the employee via send mail. Use Next step Create payment order to create a pain.001 file or a PDF for the manual bank transfer.
