Creation and approval of wages
Tutorial content:
- collective creation of wage documents;
- editing of wage records;
- approval of wage records;
- statistical overview of wages.
Creation of wage data – employer's view
In order to create wage data and liabilities arising from them, open the Wages view page in the Wages application. By pressing the New wages button, we open the wages form, in which a list of wage records can be generated. So we select the month and year for which we want to generate the list and press the Create wage records button. After confirmation, the Wage records table is inserted into the form, which contains a list of all workers who performed work in the given month (and thus created a liability for us in the role of their employers). The Gross wage column is filled in automatically from NET Genium, the rest must be filled in manually (if some fields are filled in, these are data for the previous month); we will add the corresponding payables to them after pressing the Create payables button. These are also displayed as pending in the attached table in this form, as well as in the FINANCE module, in the Other receivables/payables application. If we are satisfied with the form, we can save it, otherwise, both the created payables and the wage records can be deleted. After saving, the record of the form can be found in the Wages view page. In the individual columns of the page, we find essentially the same information as in the individual forms, except for the Control sum.
The Wage records view page provides another view of wages. This time, the list can be filtered not only by months and years, but also by employees. In addition, the number of hours worked for each employee in a given month and year is also displayed here. Through this page, you can view (and partially edit) individual wage records – similarly to the case of the wage record. Using the filters, we set the worker, as well as the year and month in which he worked, and open the found record. On the General tab, we mainly set the following values:
In the section Gross wage:
- Fixed wage amount/Hourly rate,
in the section Wage costs:
- Net wage,
- Wage transfer (by transfer or cash),
- contributions (health and social insurance paid by the employer).
On the Surcharges / Bonuses / Deductions tab, we can attach a record of an extraordinary reward (or, conversely, a deduction from the salary), the value is then added to the wage.
If we want to divide the wage between several centres, we will use the tab Wage allocation. After pressing the New record button, we can determine what percentage of the salary will be distributed to the centre that we select from the drop-down menu.
The Approval process tab allows you to send the given wage record for approval to a superior. Information about the status of the record approval process is displayed in the Status field. If we are in the approver role, a record requesting approval will appear on our Wage records for approval view page. After opening the given record on the Approval tab, we can approve, reject or cancel the wage record.
On the Other tab, we can change the business unit, the health insurance with which the employee is reported, the employee's account number and, if necessary, another payee (for legal reasons, etc.).
Creation of wage data – employee view
If we are employees of the company, we have the opportunity to have a constant overview of the wage data – this is generated on the basis of data from time sheets. It also contains data on absence, overtime and rewards in the team (rewards in the team are solved in the Quotations and contracts application of the STORE module) see page My wage data. We select the given month and year and press the button Calculate wage data. All page tabs will thus be filled with data; they are used here only for information, they are not recorded anywhere and cannot be saved.
An overview of paid wages can be found on the My wages view page.
Statistical overview of wages
An overview of days and hours worked and absences is provided by the Statistics category with the view pages Wage data and My wage data. Here, the number of days and hours worked (plus a comparison with the expected value) and the absence divided by type are displayed in a clear form. Below the table there is a graph that is independent of the filters used in the table – we select the employee and the period for it. The individual items are color-coded, the meaning of the individual items is given by the legend. From it, we learn that the monitored values are:
- days worked,
- hours worked,
- VSD hours worked (VSD = time off, holiday),
- overtime,
- absence.
Tables and graphs are the same in both view pages, the difference is that you cannot select an employee on the My wage data page.