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Salary and Payroll

Overview

Configure salary structures, process monthly payroll, manage leave balances, and generate salary slips with optional approval workflow.

Who can use it

Role Access
HR / Accountant Full payroll processing
Principal Approve payroll (if workflow enabled)
Employee View own slip (if employee self-service enabled)

Before you start

  • [ ] Employee master complete with designation and bank details
  • [ ] Salary configuration for school (components: basic, HRA, deductions)
  • [ ] Leave setup aligned with school policy

Initial configuration

  1. Open Salary & Payroll → Salary configuration (SalarySchoolSettings).
  2. Define salary components (earnings and deductions).
  3. Map components to designations or individual employees.
  4. Configure leave types under Leave admin (SalaryLeaveSetup).

Inline help on configuration screens explains component order and statutory deductions.

Monthly payroll process

  1. Open Payroll Dashboard.
  2. Select Month and Year.
  3. Run Monthly Entry — verify attendance/leave integration if used.
  4. Review calculated amounts per employee.
  5. Submit for Approval (if enabled).
  6. Process payroll and generate salary slips.
  7. Export bank file or payment report per your process.

Leave administration

  1. Leave Setup — annual quotas by leave type.
  2. Leave Entry — record availed leave before payroll run.
  3. Unpaid leave may reduce salary per configured rules.

Reports

  • Salary register for the month
  • PF/ESI/statutory summaries (as configured)
  • Component-wise cost report

Tips

  • Lock payroll after payment to prevent duplicate processing.
  • Reconcile leave balance before year-end.
  • Test new component formulas on one employee before bulk apply.