Payroll Management

By Mohamed Ali

• 9 articles

How to add a new Periodic Allowance

- 1 - Click on “Settings” from main menu 2 - Click on “Payroll Management” tab 3 - Click on “New Allowance” 4 - Fill in Allowance data as follows 4.1 - Name in English: Periodic Allowance Name in English Language that should neither be repeated nor left blank 4.2 - Name in Arabic: Periodic Allowance Name in Arabic that should not be left blank 4.3 -Classification: Entitlements and Deductions that are pre-defined 4.4 - Sign: Allowance Sign either “Deduction” Or “Entitlement” 4.5 - Daily Rate: select the desired Daily rate for the Entitlement/Deduction from the pre- defined options either “22 Days/Month - 26 Days/Month - 30 Days/Month – 260/12 Days/Month - 365 Days/Month Or Actual Month Days” 4.6 - Behavior: either “Full Payment” Or “Prorated” 4.7 - End Date : After that date the pay element could be expired 4.8 - Others: Could be triggered On or OFF upon requirement - 4.8.1 - Include that Pay Element in Tax Calculation to be used in Taxation Law - 4.8.1 - Include that Pay Element in Social Element Calculation to be used in Social Security Law - 4.8.2 - Shadow Pay Element that could not be entitled to an employee 5 - After entering the required Information, click on “Add” button

Last updated on Oct 01, 2024

How to add a new Onetime Entitlement

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Onetime Entitlement” tab 4- Click on “New Pay Type” button 5- Fill in Entitlement data as follows 5.1-Name in English: One time Entitlement Name in English Language that should neither be repeated nor left blank 5.2-Name in Arabic: One time Entitlement Name in Arabic Language that should not be left blank 5.3-Classification: Entitlements and Deductions that are pre-defined 5.4-End Date: Expiry date of the Onetime Entitlement 5.5-Other: Options that could be triggered ON or OFF upon desire 5.6-Has Rule: turn ON and follow along with the rest of steps if not skip till step 10 6- Click on “Add New Rule” button 7- Write down Rule Name and choose Group Data then click on “Add New Formula” button 8- Fill in Formula details as follows 8.1-Pay Element: choose from pre-added Pay Elements in Payroll Management Settings 8.2-Multiplier: 1/30/9 * Entitlement factor , where 1/30/9 part is used to get the price of 1 work hour and the month is assumed to be 30 days and each day has 9 working hours such that Entitlement Factor varies for each entitlement 8.3-Click on check mark symbol after entering Formula details 9- After entering Formula Information, click on “Add” Button 10- After entering all Onetime Entitlement Information, click on “Add” button

Last updated on Sep 03, 2024

How to add a new Deduction

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Deductions” tab 4- Click on “New Deduction” button 5- Fill in New Deduction data as follows 5.1-Name in English: Deduction Name in English Language that should neither be repeated nor left blank 5.2-Name in Arabic: Deduction Name in Arabic Language that should not be left blank 5.3-Classification: Entitlements and Deductions that are pre-defined 5.4-End Date: Expiry date of the Deduction being added 5.5-Other: Options that could be triggered ON or OFF upon desire 5.6-Has Rule: turn ON and follow along with the rest of steps or turn OFF and skip to step 10 6- Click on “Add New Rule” button 7- Write down Rule Name and choose Group Data then click on “Add New Formula” button 8- Fill in Formula details as follows 8.1-Pay Element: choose from pre-added Pay Elements in Payroll Management Settings 8.2-Multiplier: 1/30/9 * Deduction Factor, where 1/30/9 part is used to get the price of 1 work hour and the month is assumed to be 30 days and each day has 9 working hours such that the Deduction Factor varies for each deduction 8.3-Click on check mark symbol after entering Formula details 9- After entering Deduction Rule information, click on “Add” button 10- After entering Deduction Information, click on “Add” button

Last updated on Sep 03, 2024

How to add a new Payment Configuration

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Payroll Payment Configuration” tab 4- Click on “Add Payment Configuration” 5- Fill in Payment Configuration details as follows 5.1-Account Type: either Bank Account or Main Wallet 5.2-Pay Currency: either “Egyptian pound – UAE Dirham – Euro – Saudi Riyal – US Dollars” 5.3-Account Number/Wallet Number: enter Bank account Number if Account Type is set to Bank Account and enter Wallet Number if Account Type is set to Main Wallet 5.4-Start Date: Start Date of using the Bank Account or Wallet Account 5.5-End Date: End Date of using the Bank Account or Wallet Account 6- After Filling in the required Payment Configuration, click on “Add” button

Last updated on Sep 03, 2024

How to add a new Employee Group

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Employee Group” tab 4- Click on “Add Employee Group” button 5- Fill in Add Employee Group data 5.1-Name: Employee Group Name in English Language that should neither be repeated nor left blank 5.2-Name In Arabic: Employee Group Name in Arabic Language that should not be left blank 5.3-Active: Toggle Employee Group either ON or OFF 5.4-Filter: Could be “All Company” Or “By Group” where “By Group” allows to filter Employees by “Location - Department - Business Unit-Job - Grade - Contract Type - Gender Or Religion” 6- After entering required Employee group data , click on “Add” button

Last updated on Sep 03, 2024

How to add a new Pay Element Group

- 1- Click on “Settings” tab from main menu 2- Click on “Payroll” management tab 3- Click on “Pay Element Group” tab 4- Click on “Add New” button 5- Fill in Pay Element Group data as follows 5.1- Name: Pay Element Group Name in English Language that should neither be repeated nor left blank 5.2- Name in Arabic: Pay Element Group Name in Arabic Language that should not be left blank 5.3- Filters: Pay Element Group filters by “Periodics – Onetime Entitlements – Onetime Deductions – Taxation Or Social Security” that were pre-added in Payroll Management Settings 6- After entering Pay Element Group details click in “Add” button

Last updated on Sep 03, 2024

How to add a new Payroll Period

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Payroll Period” tab 4- Click on “Add Payroll Period” button 5- Fill in the required Payroll period information as follows 5.1-Name: Payroll Period Name in English Language that should neither be repeated nor left blank 5.2-Name Ar: Payroll Period Name in Arabic Language that should not be left blank 5.3-Period Month: Payroll Period Month Number, such that 1 stands for January and 12 stands for December 5.4-Years: Select or Type Payroll Period Year 5.5-Period Start Date: Payroll Period Start Date which should be typed as DD-MM-YYYY such as 12-Jan-2023 Or typed as Numbers separated by right arrow Or chosen from Calendar Icon 5.6- Period End Date: Payroll Period End Date which should be typed as DD-MM-YYYY such as 12-Jan-2023 Or typed as Numbers separated by right arrow Or chosen from Calendar Icon 6- After Filling in Payroll Period Information, click on “Add” button

Last updated on Sep 03, 2024

How to add a new Bulk Payroll Period

1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Payroll Period” tab 4- Click on “Add New Bulk Period” button 5- Fill in the required Bulk Payroll Period as follows 5.1-Years: Select from Available Years or type Year manually 5.2-Monthly/Weekly: Bulk Payroll Period Length 5.3-First Month: First Month for Bulk Payroll Period 5.4-First Day in Month/Week: If 5.2 is chosen to be Monthly type First Day in Month, if 5.2 is chosen to be Weekly type the corresponding day in chosen month to Week start day 6- After Filing in Bulk Payroll Period Information, click on “Add” button

Last updated on Sep 11, 2024

How to add Currencies Conversion Rates

- 1- Click on “Settings” from main menu 2- Click on “Payroll Management” tab 3- Click on “Currency” tab 4- Click on the required Currency to convert from 5- Click on “Add Conversion Rate” 6- Fill in Conversion Rate data as follows 6.1-Multiply Rate: Conversion Rate to target currency, example: if 1 UAE Dirham = 8.42 EGP such that chosen currency in the preceding step is UAE Dirham then Multiply Rate is 8.42 6.2-Divide Rate: 1/Multiply Rate , Conversion Rate from target currency, example: if 1 UAE Dirham = 8.42 EGP such that chosen currency in the preceding step is UAE Dirham then Divide Rate is 1/8.42 which is 0.1187648456057007 6.3-Currency: Target Currency to Convert to which is chosen from available options 6.4-Valid From: Start Date of Conversion Rate availability which should be typed as DD-MM-YYYY such as 12-01-2023 Or typed as Numbers separated by right arrow Or chosen from Calendar Icon 6.4-Valid to: Expected Expiry Date of Conversion Rate which should be typed as DD-MM-YYYY such as 12-01-2023 Or typed as Numbers separated by right arrow Or chosen from Calendar Icon 7- After Filling in Conversion Rate Information, click on “Add Conversion Rate” button

Last updated on Sep 03, 2024