Salary Update
Employees – Salary Update
This form is used for the regular calculation and update of salaries. The data used for calculation is drawn from the Salary Parameters tab in the Employees – HR menu, or it can be entered directly in the salary update table.
In this option, one table row with zero values is automatically created for each employee. These values are populated with current data only after clicking the "Calculate Salaries" button.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
The following chapters describe the functions of:
the Calculate/Recalculate Salary button
the Generate Liabilities button
the Denominations button
Filter dropdowns
Below the top toolbar there is also a filter bar.
Use the scroll bar to open the relevant lists and set the required filters, for example by month, by employee, etc. More information about using the filter bar can be found in the "Program Controls" chapter -> "Working with Data Windows".
Salary Update Card
Clicking the "Edit" button opens the form for the selected employment contract of the selected employee.
Person
This section displays employee details as shown in the main panel of the HR option, i.e. the employee number, first name, and last name.
Employment Contract
This displays the employment contracts associated with the selected employee. The data shown in the tabs on this card will correspond to the selected employment contract.
Year
The calendar year for which salaries are being processed
Month
The month for which the salary is being processed
Recalculate Salary
Use the "Recalculate Salary" button to recalculate the salary for the selected employee. This is useful for a quick recalculation after making a correction when you want to immediately review the updated salary.
Update Absence
Use the "Update Absence" button when you need to update the employee's absence records (vacation, sick leave, etc.).
This card contains a number of tabs for clarity; these are filled in automatically. Data can also be added manually as needed. For more information, see:
the "Working Time Fund" tab
the "Absence" tab
the "Basic Salary" tab
the "Bonuses" tab
the "Tax" tab
the "Health Insurance" tab
the "Social Insurance" tab
the "Deductions" tab
the "Summary" tab
the "Gross Salary" tab
The "Working Time Fund" Tab
All commonly used working time fund components are set here. They are filled in automatically based on the settings configured in the "HR" option. Only the values corresponding to the employment contract set in the header of the salary update card are displayed.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Clicking the "New" button or using the keyboard shortcut Alt+N opens the form for a new record.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Salary Component
Use the "magnifying glass" to select a component from the predefined salary components code list. This code list is fixed and cannot be modified. Any changes required by legislative updates will be applied automatically. Only the salary components relevant to the working time fund are displayed here.
Name
The name is filled in automatically based on the selected salary component
Depending on the selected salary component, only the fields that are relevant to that component are available for input. These may include:
Amount per Hour
Hours
Base
Percentage/Constant
Amount
Bonus/Premium is from [month]
Working Days
User Amount Override
Reserved for future use
User Time Override
Reserved for future use
Note
Available for your own notes
Tags
Here you can attach Tags as needed.
The "Absence" Tab
This tab displays all types of absence that you have set up in the "HR" option under the "Absence" tab, and which correspond to the employment contract set in the header of the salary update card.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If you need to update an employee's absence, use the "Update Absence" button in the header of the salary update card. Clicking the button opens a dialog where the employee's absence is displayed.
Clicking the "New" button opens a form for a new record, which is identical to the form opened in the "HR" option under the "Absence" tab.
This tab has one difference compared to the other tabs. If an employee is on sick leave, the sick pay is only reimbursed upon submission of a certificate confirming the end of the incapacity for work or a "payment slip". Therefore, if you have selected the "Sick Leave" salary component, two additional fields appear at the bottom of this form.
The behavior of these fields can be configured in the company settings -> "Modules" tab -> "Employees" tab -> "Contract" tab. If you have not enabled the option to automatically set the sick pay period there, you will need to fill in these fields manually. Otherwise, the employee's sick pay will not be processed.
The "Basic Salary" Tab
This tab displays all types of basic salary based on the settings in the "HR" option, corresponding to the employment contract set in the header of the salary update card.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Bonuses" Tab
Only the values corresponding to the employment contract set in the header of the salary update card are displayed.
This is the only tab that must be filled in manually if you want to pay a bonus to an employee.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Clicking the "New" button or using the keyboard shortcut Alt+N opens the form for a new record. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Tax" Tab
All commonly used salary components belonging to the "Tax" or "Tax Credit" group are set here.
Values are filled in automatically based on the settings in the "HR" option.
Only the values corresponding to the employment contract set in the header of the salary update card are displayed.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Health Insurance" Tab
All commonly used salary components belonging to the "Health Insurance" group are set here.
Values are filled in automatically based on the settings in the "HR" option.
Only the values corresponding to the employment contract set in the header of the salary update card are displayed.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Social Insurance" Tab
All commonly used salary components belonging to the "Social Insurance" group are set here.
Values are filled in automatically based on the settings in the "HR" option.
Only the values corresponding to the employment contract set in the header of the salary update card are displayed.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Deductions" Tab
This tab displays all types of deductions that you have set up in the "HR" option under the "Deductions" tab, and which correspond to the employment contract set in the header of the salary update card.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
If everything is correctly configured in the "HR" option, no corrections are needed on this card. However, the ability to manage deductions on this tab remains available: clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Summary" Tab
This tab displays a summary of the salary payable from the employee's perspective, as calculated from the data entered in the preceding tabs.
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Gross Salary" Tab
This tab displays the gross salary as calculated from the data entered in the preceding tabs.
If everything is correctly configured in the "HR" records, no corrections are needed on this tab — though the option to edit remains available. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. This form and its fields are identical to the new record form in the "Working Time Fund" tab.
The "Work for Cost Centers" Tab
This tab displays work allocated to cost centers. Clicking the "New" or "Edit" button opens a form for a new record or to modify an existing one. The following fields can be filled in:
Cost Center – select from the list of cost centers
Job Order – use the "magnifying glass" button to add a job order from the list
Activity – use the dropdown list to select an activity from Tools -> Code Lists -> Activity
Hours – number of hours worked
Note – any note
Recalculate Salary / Calculate Salaries
If you have made a correction for an employee in any of the tabs, you can use the "Recalculate Salary" button to recalculate the salary on the individual employee's card.
If you have made changes for multiple employees (and of course whenever you want to calculate salaries for the month), you do not need to recalculate each salary individually — you can calculate salaries for the entire company at once using the "Calculate Salaries" button on the main page of the "Salary Update" option.
In this case, a dialog will appear where you can select the month for the salary calculation. Confirming the selection will trigger the calculation of salaries for all employees for the chosen period.
Generate Liabilities
Once salaries are fully completed, generate the accounting documents using the "Generate Liabilities" button on the main page of the "Salary Update" option. First, select the month for generating liabilities in the dialog that appears. Confirming your selection will generate both liabilities and internal documents according to the settings in the "Company" menu under "Settings" in the "Modules" -> "Payroll" tab, and also according to the settings in the HR option under the "Employment Contract" and "Deductions" tabs. If you make changes to salaries after generating the documents, you can regenerate these liabilities. This will automatically delete the original documents and generate new ones.
A more detailed description of account configuration can be found in the introductory chapter "Getting Started with Payroll: Principles and Relationships".
Denominations
If you pay employee salaries in cash, you will find the "Denominations" button on the main page of the "Salary Update" option very useful. Clicking it displays a dialog where you can select the parameters for printing the denomination breakdown.
Month
Select the relevant month using the arrow from the dropdown list.
Source Field
Depending on the type of payment, select either Final Payment or Regular Advance
After confirming the dialog, a report is generated with the denomination breakdown for each employee who has "Cash" selected as the payment method in their card under the "Salary Parameters" tab – "Basic Details" in the "Payment Method" field "Cash Register". The report is totalled for the entire company.