Create and send salary certificates to employees

1. Create a salary certificate

The overview of salary certificates can be found under Salaries in the second tab next to Salary Statements  Salary Certificates

No manual calculation is required — the salary certificate becomes available as soon as there are salary statements with book entries. In other words, the salary certificate is not "created" in the literal sense; it compiles itself automatically from the salary statements generated throughout the year.

Good to know: Salary statements in draft status do not contain postings and are therefore not included in the salary certificate.

2. Edit salary certificate

Select a salary certificate and click Edit in the overview to open the editing dialog.
Information can be entered for certain fields on the salary certificate.

The actual figures displayed can only be influenced through the salary statements. If a specific salary type should be added to another line on the salary certificate, this must be changed directly in the salary type configuration.

See also: Create a custom salary type tutorial

3. Send salary certificates via email

Select one or more salary certificates from the list, then click Document Send by email.

Alternatively, right-click and choose Send by email to open the dialog for the accompanying message. You can enter a custom message or use a predefined text template.
 

4. Inheritance principle of salary certificates

Descriptions for fields on the salary certificate can be entered or overridden in different places in CashCtrl:

1. Salary certificate template: applies to all employees, permanently
2. Person: applies to one employee, permanently
3. Salary certificate: applies to one employee for the selected year

Inheritance follows the order above. For example, information entered under a person’s Employee tab can be overwritten by the corresponding field directly in the salary certificate.

5. Edit the salary certificate template (experts only)

Under Settings Payroll configuration, the Salary certificates tab contains the templates for editing. The inheritance principle means that the parent template "Form 11" affects all subordinate templates. Any modification made to the master template is applied to all dependent templates.

Click Edit to adjust a salary certificate template — though this is usually not necessary.