Collection of guides to accomplish specific function.
CAB How-to November 14, 2017
Preconditions Payroll cycle must be “Pending”. Steps Go to Compensation main menu. Open Settlements page. Click on “Filter” button. Settlements will be listed. Mark the checkbox for the required settlement. Click on “Delete” button next to the required settlement, or mark multiple settlements and click on “Bulk Delete” button. Settlement is deleted successfully.
Preconditions Employees’ codes must exist in the selected payroll cycle. Steps Go to Compensation main menu. Open Settlements page. Click on “Import” top button. Import page will open. Download sample. Fill in the sample with employees’ settlements. Upload the filled sample. Select settlements data: Payroll Cycle Pay Code Debit Party Credit Party Select columns headers. Validate your […]
Preconditions Payroll cycle must be “Pending”. Steps Select pay code. Select payroll cycle. Select credit party. Select debit party. Select employee. A dialog box will open. Click on “+ Settlement” top button. Open Settlements page. Go to Compensation main menu. Set the amount. Mark the “Taxable” check box (if needed). Write a description. Click on “Save” […]
Steps Go to Compensation main menu. Open Payment Methods page. Click on “Filter” button. Payment methods for employees will be listed. Click on “Delete” button next to the required method. Payment method is deleted successfully.
Preconditions Employees’ codes must exist on modulus. Steps Go to Compensation main menu. Open Payment Methods page. Click on “Import” top button. Import page will open. Download sample. Fill in the sample with employees’ payment methods. Upload the filled sample. Select columns headers. Validate your data: Yellow rows: includes invalid cells Red cells: illustrates wrong […]
Preconditions Employees’ codes must exist on modulus. Apply date must be applicable for each employee. Steps Go to Compensation main menu. Open Salaries page. Click on “Import” top button. Import page will open. Download sample. Fill in the sample with employees’ salaries. Upload the filled sample. Choose date format; to match the format in the uploaded sample. Select […]