Payrolls Management

This module is for managing payroll periods, generating payslips for employees based on their salary type and work data (absences, advances, overtime, etc.), and downloading the results.

Overview

The Payrolls Management system allows you to define pay periods for salaried or hourly employees. Once a period is defined, you can initiate the payslip generation process, which runs in the background. The system calculates earnings and deductions based on employee data and company settings. Generated payslips can then be downloaded individually or as a batch. Deleting a payroll record also removes associated histories and generated files.

Managing Payrolls

Follow these steps and guidelines to manage payrolls:

1. Search Payroll Periods

Use the main search bar to find payroll periods by type or dates.

2. Create a Payroll Period

Click the "Add New" button () to open the creation modal.

  • Payroll Type: Select "Salaried Employee" or "Daily Employee". This determines which employees are included and how dates are handled. Required.
  • Pay Period Start:
    • For Salaried: Select the month. The start/end dates will default to the beginning/end of that month.
    • For Daily: Select the specific start date of the pay period. Required.
  • Pay Period End: Only applicable for Daily employees. Select the specific end date. Must be within the same month as the start date and not before it. Required.

Click "Create". The system will generate a unique Payroll Number and attach the relevant employees. A payroll period cannot overlap with an existing one for the same month and type.

3. Generate Payslips

Once a payroll period is created (status: pending), you can generate the payslips:

  • Click the "Generate Payslips" button (:generate_svg) for the desired payroll row.
  • Confirm the action in the modal window.
  • The system will queue the generation process to run in the background. The status will change to "processing" and show a progress bar.
  • You will receive toaster notifications about the progress.
  • Upon completion, the status changes to "completed" (or "partially_approved" if approvals are enabled and pending).

4. Download Payslips

  • Once generation is complete (status: completed or partially_approved), a download button (:download_svg) will appear.
  • If approvals are enabled for your company and the status is "partially_approved", the download will contain only the approved payslips.
  • Otherwise, the download will contain all generated payslips for that period in a ZIP file.

5. Delete a Payroll Period

Click the trash can icon () in the table row. You will be asked to confirm. If confirmed, the payroll record, all associated employee payroll histories, adjustments, generated PDFs, and ZIP files will be permanently removed.

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