🔹Payslip

1. How to include leave balance and other leave details in the payslip?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leve Definition’ subtab. Click on the ‘Edit Icon’ for the required leave type.

Step 2: For the ‘Show In Pay Slip’ field select the ‘Yes’ option, and then select the ‘Leave Type’ from the drop-down and click on the ‘Save’ button. It will take you back at the ‘Leave Definition’ page.

Step 3: On the Leave Definition page click on the ‘Additional Settings’ icon next to the ‘+’ icon towards the upper right side of the screen.

Step 4: In the ‘Display Setting’ pop-up select the required leave options and click on the ‘Save’ button.

Step 5: Under the ‘Settings’ menu now go to the ‘Payroll’ tab and click on the ‘Payslip’ subtab.

Step 6: Enter a ‘Configuration Number’ for a palyslip to which you want to add leave balance, under the named ‘Other’ select the ‘PRINT LEAVE TAKEN’ and the ‘PRINT BALANCE LEAVE’ option and click on the ‘Save’ button.

Once all the steps are completed employee could see the leave balance in payslip when they download it.

Path: Cloud Portal>Settings>Leave>Leave Definition>click ‘Edit Icon’ for the required leave type>Show in Payslip-Yes & select Leave Type>Save

Cloud Portal>Settings> Leave>Leave Definition>click ‘Additional Setting’ icon next to the ‘+’ icon>select Option>Save

Cloud Portal>Settings>Payroll>Payslip>Configuration Number>Others- select leave balance and leave taken option>Save

For any queries, contact [email protected]

2. How to add exit date or termination date in the full and final settlement?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Payroll’ tab, click on the ‘Payslip’ subtab.

Step 2: Click on the ‘Edit’ radio button and select ‘Configuration Number’ from the drop down in which you want add exit date.

Step 3: Click on the ‘Master’ tab and find the ‘Termination Date’ from the ‘Field’ column. Enter the order number in the ‘F & F Header Print’ column and click on the ‘Save’ button. The and the termination date or exit date fields will be reflected in the FnF accordingly.

Path: Cloud Portal>Settings>Payroll>Payslip>Edit>Configuration Number> Master>Termination Date>add order number in ‘F & F Header Print’>Save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

3. How to remove bank name & bank account number from the payslip?

Path: Cloud Portal> Settings> Payroll> Payslip> Edit> Configuration Number> Mapping tabs> Master > search (Ctrl+F) required fields (Bank Name & Bank Account Number) > remove the configuration number > Save

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Payroll’ tab, click on the ‘Payslip’ subtab.

Step 2: Click on the ‘Edit’ radio button and select ‘Configuration Number’ from the drop down for which you want to make changes.

Step 3: Go to the ‘Master’ tab, find the required fields such as Bank Name & Bank Account Number.

Step 4: Remove the configuration number from the ‘Pay Slip Header Print’ column and click on the ‘Save’ button. The fields will be removed from the payslip.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

4. How to add order number for component in the payslip configuration?

Path: Cloud > settings > payroll > Payslip > click edit > check in master filed/earning/deduction > give correct order no for the components > save.

Step 1: Login to cloud portal, go to ‘Settings’ in the menu, and click on ‘Payroll’ tab.

Step 2: Scroll down to select ‘Payslip’, select ‘Configuration Number’ and click on ‘Edit’ radio button.

Step 3: Check in ‘Master’/ ‘Earning’/ ‘Deduction’ field by clicking on them.

Step 4: Give Correct order number for the components and click on ‘Save’.

Link : https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

5. How to hide salary components in employee profile?

To hide the salary component in employee profile, follow the path below:

Path: Cloud login > Settings > Payroll > Payslip > Select the configuration number > Edit > Select the category > Select field > remove the order number > Save.

Step 1: Login to cloud portal, go to ‘Settings’ menu, under the ‘Payroll’ tab, scroll down to select the ‘Payslip’ option.

Step 2: Fill the ‘Configuration Number’, and click on ‘Edit’

Step 3: Select the ‘category’, ‘Earnings Field’, then Remove the ‘Earnings Print Order Number’ and ‘F & F Print Order Number’, and scroll up to click on ‘Save’.

Path Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

6. How to add narration/remarks in the pay slip?

To enter note/ remark in payslip, follow the path and process below:

Path: Cloud Login > Settings>Payroll >Payslip >Select configuration number >Select category>Others> Scroll down to Monthly Remark> click on add and create Note/remarks month wise > Save

Step 1: Login to the cloud portal, go to ‘Settings’ menu, Under the ‘Payroll’ tab, select ‘Payslip’ sub-tab.

Step 2: Select ‘Category’ as per your requirement, then click on ‘Others’ option.

Step 3: Scroll down to ‘Monthly Remark’ field to add your remark. To add new monthly remark field, click on the ‘Plus Icon’. New field will be created month-wise.

Step 4: Add the ‘Month’ from drop-down, then add your remarks, and scroll up to click ‘Save’.

Path_Link:https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

7. How to reflect designation on payslip?

To reflect the designation on the payslip, follow the path below:

Path: Cloud login > Settings > Payroll > Payslip > select the configuration number > click on edit > select category > click on Master > in payslip header print give the order number to the designation field > Save.

Step 1: Login to the cloud portal, go to the ‘Settings’ menu, under the ‘Payroll’ tab, select the ‘Payslip’ option.

Step 2: Click on ‘Edit’ button and select the ‘Configuration Number’.

Step 3: Under the ‘Category’ tab, click on ‘Selected Category’ button, and tick the ‘Category’ you want.

Step 4: Go to the ‘Master’ tab, find the ‘Payslip Header Print’ section, and scroll down to enter the order number for the ‘Designation’ field as per your requirement.

Step 5: Scroll up to click on ‘Save’ to apply the changes.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

8. How to remove company details from payslip?

To remove company details in payslip you need to follow steps below:

Path: Cloud Login > Go to Settings > Payroll > Payslip > Click on Edit > Select configuration number from dropdown > Select Category Click on others > Unselect the check box for Print Company name > save.

Step 1: Log in to the Cloud portal, go to ‘Settings’, select ‘Payroll’ tab, and then click on ‘Payslip’.

Step 2: Click the ‘Edit’ button to modify an existing template, Select the ‘Configuration Number’ and click on ‘Selected category’ button (if you want specific category) or ‘All Category’ button, (in case you want all the category), then, tick the ‘Category’ to which the payslip template applies.

Step 3: Go to the ‘Others’ option to customize the fields, Unselect the check box for Print Company name, then click on ’Save’.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]

9. How to change the format in payslip?

Path: Cloud Login > Settings>Payroll>payslip>to create new configuration and to edit old format select edit and select the configuration number > Select category > Select the Master fields, earning & deduction fields sequence as per requirement > Save.

Step 1: Log in to the 'Cloud' portal and go to 'Settings' menu, select 'Payroll' tab and then click on ‘payslip'.

Step 2: Select 'edit' button and select the 'configuration number'.

Step 3: Select the 'category'. Select ‘All categories’ or Selected Categories’ as required by you

Step 4: Select the 'Master fields', fill in the order numbers as required.

Step 5: Select 'earning' & 'deduction fields' sequence as per requirement and click 'Save'.

Note- For customised payslip kindly email to [email protected]

For any queries, contact [email protected]

10. After Updating the UAN no. in employee details, it doesn’t reflect in payslip?

Path: Cloud Portal>Settings>Payroll>Payslip>Edit>Configuration Number>Category-select required category>Master>Ctrl+F(to search the UAN Number field)>add or remove order number in the respective columns as required>Save

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Payroll’ tab, click on the ‘Payslip’ subtab.

Step 2: Click on the ‘Edit’ radio button and select ‘Configuration Number’ from the drop down for which you want to make changes.

Step 3: Click on the ‘Master’ tab and you can use Ctrl+F to find the ‘UAN NUMBER.’ components from the ‘Field’ column.

• In the ‘ Pay Slip Header Print’ column, enter the order number if you want to add it in the payslip header similarly remove the order number if you want to remove the component from the payslip header.

• In the ‘ F & F Header Print’ column, enter the order number if you want to add it or remove the order number if you want to remove the component from the FnF Settlement.

• In the ‘ Pay Slip Footer Print’ column, enter the order number if you want to add it in the payslip header similarly remove the order number if you want to remove the component from the payslip footer.

Step 4: Once you have made the required changes, click on the ‘Save’ button and the fields will reflect in the payslip and FnF settlement documents accordingly.

Note: Kindly search for UAN/PF/or any other component, details etc and give configuration number and save

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=Payslip

For any queries, contact [email protected]