Payroll Components – Input and Selections
Employees – Payroll Components – Input and Selections
This form contains an overview of payroll components for all employees, retrieved from the Employees – Payroll Update menu. These include, for example, working time fund, absences, base salary, bonuses, taxes, health and social insurance, deductions, summaries, and gross salary in the selection.
A table is displayed showing all payroll components that have been used for all employees — such as working time fund, absences, base salary, bonuses, tax, health insurance, social insurance, deductions, summaries, and gross salary — for individual employees in the "Payroll Update" option.
Below the top toolbar there is also a filter bar
where you can use the arrow button to open the relevant lists and apply the necessary filters — for example, by accounting period, month, specific person, component group, or a specific component. For more information on using the filter bar, refer to the "Program Controls" section -> "Working with Data Windows".
Printing Reports
Using the filter bar, you can display and print various reports — for example, all components for an individual employee, a specific component or group of components for all employees, or a selection limited to a particular component or group of components for a given period, and so on. For further narrowing down your selection, you can also use the filter. The printed report is an overview of the currently displayed items.
Printing a Recapitulation
Additional reports — recapitulations — can be generated using the "Component Recapitulation" button on the main toolbar. This opens a separate dialog.
Using the dropdown list button, you can apply various filters:
Year
Select the required calendar year.Period
You can select individual months, quarters, half-years, or the full year.Cost Centre
You can generate a report for all cost centres or select individual cost centres from the cost centre list.Summarise Cost Centres
Check this box if you want the report to be summarised across all cost centres. If you want a company-wide report but still want a breakdown by cost centre, leave the box unchecked.Person
You can generate a report for all employees or select individual employees.Component Group
You can generate a report for all component groups or select a specific group.
Based on your input, a new tabular overview — a recapitulation — will be generated. For further narrowing down the selection, you can use the filter.
The printed report is an overview of the currently displayed items.
Updating Data
This option allows you to quickly update individual payroll components for specific employees. Note that payroll components generated by calculation cannot be updated this way. It is also not possible to update payroll components for a period that is locked.
Adding a Payroll Component
If, for example, you want to add a bonus for all employees, you can use the "New" button here. A form will appear that you are familiar with from Payroll Update.
The upper section is expanded with additional fields that must be filled in.
Period
Select the period to which you want to add the selected payroll component.Person
Select the person to whom you want to add the selected payroll component. If you want to add the same payroll component to multiple employees, we recommend starting with the employee who appears first in the selection.Employment
If the employee has only one employment contract, it will be set automatically. If they have multiple employment contracts, you must select the required one.You are already familiar with filling in the remaining fields.
If you want to add the same payroll component to additional employees, confirm the dialog using the "Save and New" button. The value will be saved and a new dialog will automatically open with pre-filled values (period, payroll component, name). The next employee in the sequence will be set, and you only need to enter the monetary value. This allows you to quickly add the same payroll components to your employees.
Deleting a Payroll Component
If during a review you find that, for example, one employee was supposed to receive a bonus but you have reasons not to award it, you can delete that line using the "Delete" button. You will be prompted to confirm the deletion of the selected record.
Editing a Payroll Component
If you want to increase or decrease a specific employee's bonus, for example, use the "Edit" button. A pre-filled form will appear where you can modify the defined amount.
This method also makes it easy to review, for example, the "Sick Leave" payroll component to check how sick pay has been processed. If you select "Edit" on the first row, you can then simply navigate between individual employees using the arrow keys.