process your payroll using greythr
TRANSCRIPT
Process your payroll using greytHR!
Easy way to process your monthly payroll in 5 steps
Agenda of the Training Program
Employee Management:
➢ Enrolling an Employee
➢ Adding Salary
➢ Employee Profile Update and
➢ Giving access to Employee Self Service Portal
Payroll Process:
➢ Steps to process a Payroll with greytHR payroll software
➢ Pre and Post process in greytHR payroll process
Conclusion
Employee Management
Steps for enrolling an employee into greytHR
Step 1: Log in to greytHR as an admin
Step 2: Under Actions Tab type “Add Employee”
Step 3: Fill all the necessary details and click “Finish” post entering payment mode
Step 4: Payroll -> Payroll Inputs -> Salary -> Select the employee and click “Add salary” and enter the CTC
Step 5: Now, under Actions tab type “Password” and click on the link “Email Employee Password” select an employee and email his login credentials
Step 1: Log in to greytHR as an admin
Select “Actions tab” as shown
Step 2: Now type “Add Employee” and select the link as shown
Step 3: Fill in all the “Basic information” about an employee
Step 3.1: Select the Designation / Department etc
Step 3.2: Select the Designation / Department etc
Note: If you don’t find the designation or department in the drop down, you can click on the “Edit symbol” and enter your own values to the drop down
** Remember to select the “Active check box” whenever you enter new values to the table as shown below
Step 3.3: Enter the PF / ESI details (if eligible)
Step 3.3.1 What is this “PF Excess Contribution”
“Employee & Employer Contribution – 12% with in wage ceiling (Max Rs.1800)”
If you enable this option it means “Regular PF contribution” where not more than 1800 will be deducted from employee salary
Employee Contribution – 12% over and above wage ceiling
If you enable this option it means “Excess PF contribution” where 12% of employees current Basic+DA will be deducted (which may exceed 1800 also, no ceiling limit) but still employer contribution will be max of 1800 only
Step 3.4 Enter the payment details & Click “Finish”
Step 4 : Payroll -> Payroll Inputs -> Salary
Step 4.1 : Select employee –> click “Add Salary”
Step 4.2 : Enter the CTC
Step 5: goto Actions -> type “Password” and select “Email employee password”
Step 5.1: Select the employee → click on “Email Password”
Once this is done, an employee has to enter the URL received via email and using the login credentials he can start using the self service portal.
Note: Email ID of that particular employee should have been registered earlier or please follow the steps:Employee → Information → Employee profile and add the email ID
Payroll Processing
Steps for processing payroll using greytHR
Step 1: Create the payroll
Step 2: Give the payroll inputs using ‘Payroll inputs tab’
Step 3: Hold salary payout / Stop salary processing (if required)
Step 4: Lock the payroll inputs
Step 5: Process the payroll
Step 1: Goto Payroll → Main → Overview → Create a new payroll for the current month
Step 1.1: Auto lock / Release IT Declarations – Every month
Note: Every time when you click ‘Create Payroll’ you will get this pop up
Step 2: Give the payroll inputs using ‘Payroll inputs tab’
Step 3 : Hold Salary Payout
Under → Payroll → Payout → Hold Salary Payout (Click advance button available at the bottom of the menu, to see this option)
When you want to process the salary but hold the salary payout– you can use this (for single or bulk employees)
Scenarios: Notice period / Bank account not available
Step 3.1: Stop salary processing
Under → Payroll → payroll inputs→ Stop salary processing
When you want to completely stop the payroll process of an employee
Scenarios: AWOL / Abscond / Memo etc.,
Step 4: Lock the payroll inputs
Under → Payroll → Main → Overview (once you lock the inputs no more inputs for this payroll can be given by admin or employee
Step 5: Process the payroll
Under → Payroll → Process → select either of the option
Note: “Process payroll” button will take you to a payroll checklist (as shown in the next screen) and ‘Quick Process’ - no check list will be shown, it directly processes the payroll upon clicking
Step 5.1: Processing your payroll with checklist
Payroll Verification
Method 1: Verification using ‘Quick Salary Statement’
Method 2: Verification using ‘Payroll Statement’
Method 3: Verification using ‘Payroll Difference’
Salary Disbursal
Bank transfer statement generation
Step 1.1: Select the options based on the requirement
Step 1.2: Select your employees
Step 1.3: Generate your statement
Release Pay slip
Release Pay slip
Release Pay slip
Generating Reports
(Statutory / MIS)
Searching for your reports (Statutory /MIS)
Example: Generating PF – ECR Report
Step 1: Enter ‘ECR’ in the search box & Click the ECR link
Step 2: Select the ECR type and generate
**Post clicking generate ‘ECR’ it will be downloaded in your system
For any further queries - Click on “Find Help”
