Pocket HRMS Payroll Process

Purpose of Document

How to process the payroll in next. pockethrms

Login Pocket HRMS

• If there is any new Joinee in your organization or for all employees, you need to add below the details in Pocket HRMS which is required for the payroll process.

  • Employee Code

  • Name

  • Last Name

  • Gender

  • Category

  • Prof.Tax Location

  • Date of Birth

  • Date of Joining

  • ESI Location

  • Metro / Non-Metro

  • ESI Dispensary

  • Earning Details: Here you may to enter FIXED BASIC, FIXED CONVEYANCE, FIXED HRA and FIXED MEDICAL etc. as per your salary structure.

• Please find the below path for updating the above details in the system.

  • Login to Pocket HRMS and Go to Employee > Employee > Employee List > click on employee name > Go to Profile and Salary.

• After that we need to save the monthly input details of those employees you want to process the payroll and this is a mandatory process before the payroll process for the respective month, Otherwise system will not allow us to process the payroll.

  • Path : Payroll > Transaction > Monthly Input

  • Path : Payroll > Import > Monthly Input

• You may follow the below steps :

• Go to Payroll > Transaction > Monthly Input

• Select the Category as “General”

• Month as “November” (example)

• Click on View / Edit

• Here you need may enter the details like LOP Days, Over Time Amount, Other Earning, Advance etc.

• Click on Save

• NOTE: In any month if there is no data to be entered in the Monthly Inputs option then also you need to open this page and need to Save the same.

• Payroll Process: Now we have completed the monthly inputs and ready for Payroll Generation. You may follow the below steps:

  • Go to Payroll > Utilities > Payroll Process

  • Select the Applicable Month and year

  • Select the Month and Year, then there are three options for Payroll Processing

    • Single Employee – Select this option if you wish to process the Payroll of a particular employee

    • Selective Employees – This option is applicable if you have multiple Categories. You will be able to process the Payroll Category wise.

    • All Employees – If you wish to process the Payroll of all employees then select this option.

• You may process the payroll employee-wise as well from the below path:

  • Employee > Employee > Employee List > Click on Employee Name > select Payroll > Payroll Process

• • Employee > Employee > Employee List > Select all employee > Select option and select payroll process

Thank you!