🔸Pocket HRMS Payroll Process

Payroll process in Pocket HRMS

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

How to process payroll?

Pocket HRMS also allows you to perform payroll for selective employees like any category or all employees in one click. Explained below are the steps involved in payroll processing.

Path: Cloud Login > Payroll > Utilities > SmHRt Payroll > Select Employees > Select Month & Options > Pre-process Check > Run smHRt Payroll > Save.

Step 1: In the Cloud portal select the ‘Payroll’ menu, then ‘Utilities’ tab and click on ‘SmHRt Payroll’ sub tab.

On the screen of ‘smHRt Payroll Process’ page you can see the payroll processing status of months in a year as described below.

• Yellow Strip - If payroll processing in ongoing

• Blue Strip - If payroll processing is completed

• Grey Strip - If payroll is yet to be processed

Step 2: Selecting employees for payroll processing:

1. Click on the ‘Employee Wise’ tab to enter employee code for a single employee or multiple employees.

1. Select the ‘Selective Employees’ tab to process payroll according to various employee categories.

1. Click on ‘All Employees” tab to process payroll for all the employees.

Step 3: Select the month and the year for which payroll has to be processed.

• Time consolidation is used to run monthly attendance with all the prior settings

and it runs according to settings for a particular month.

• Leave posting is used to process and post monthly leaves taken by employee for a particular month. It can be done with single employee as well as with a category of employees. After selecting this, the leave post will be reflected in the employee’s account.

• Payroll Posting is done after the payroll for posting salary slips to individual user’s account. You can view the salary slip by logging in to the ESS portal.

• Monthly input is used to give employee's salary details and any other deduction to be done for that particular month.

Step 4: Tick the ‘perform pre-process check’ (especially for doing the payroll for the first time) to identify any error in the following:

• Formula

• Configuration

• Data Audit

Note: You can click on the ‘Re-Process’ button to run payroll again with the same settings after making some minor changes in payroll-related data.

Step 5: On the right-hand side of the screen you should check whether all the parameters are checked for biometric attendance and then click on the ‘Run smHRt Payroll’ button.

Step 6: You can click on the ‘Save’ button once payroll process is completed.

Note: If you are unable to process payroll, kindly contact us at [email protected]