Centra HCM

The labels of the selected modules can be changed as per the user requirement. Even the language selection is also available. Below is the screen for label customization. Settings>>Customization>>Labels Customization Above screen is for customizing labels for selected module, leave application. The labels are changed as Employee – User, Date – Dt, Public Holidays – PH, Balance – Balance leaves. On saving the customization, the standard labels will be updated with the latest changes in the leave application form. Note: Temp files to be deleted after saving the label customizations.

The economic costs that a business incurs through its operations to earn revenue is known as Expense Claims It is money spent for business/official purposes and promotional activities that should be paid back to the employee post the expense is incurred Usually the amount is paid back by the company, based on the actual bills Expense claims are approved only after submission of bills and based on the actual expenses. Ex: Air fare, Accommodation, Food bills Follow the steps to define the Expense claim master and expense claim screen. 1. Create Expense claim master as shown below. HR forms>>Masters>>Expense claims Monthly input to be mapped to the expense so as to get the claim amount against the monthly input component. In the above screen, monthly input “Meals” is mapped to food bills. 2. Once master is defined, employee can claim for expense amount. Now enter the value that is spent for food HR forms>>Expense claim On saving the above document, the amount will be map...

This is the option given for authorization flow for selected fields from the screen. The purpose of the option is to control the approval flow through the fields which are existing in the screen. Refer below screen shot for authorization flow defined for job openings screen. On selection of pick from screen from type of user field, screen field gets enabled for selecting the required field by the user. Here in the example, field is selected as recruiter. This means while approving the document, user can select the recruiter in the same screen for further process.

This option is useful for approving or rejecting the application for escalated users through mail. Refer below screen for escalation of leave application. Approval flow is defined in such a way that once the employee requests for leave application it will go to their reporting manager. After 1day of the application, if it is not approved the document will be escalated to the selected user as shown below. Escalated user will receive a mail for the request. They will have the option of accepting / rejecting the application form. Prior to defining escalation, sync pattern and work flow should be defined. Settings>>Approval>>workflow In the below screen shot is for defining the work flow and sync pattern. Sync Pattern Settings>>Approval>>Sync Pattern

Employee tag based authorization flow can be defined using this option. System will pick authorized person based on the selected designation from his hierarchy From the authorization flow, select EmployeeTags under user selection. Once selected, Employee Tags field will get enabled so that the related employee tags can be selected. Refer below screen: Let’s take an Example of Leave application authorization flow. Consider designation under employee tags. Lets define the flow for reporting structure as below. Consultant>>AVP-Business Development>>Chairman Flow is defined as when the consultant applies leave it should go to chairman from his hierarchy levels. As soon as the consultant applies leave, it will directly go to the chairman for approval. Note: The selected Designation (Employee Tag) should be available in the hierarchy levels.

This option is useful for holding approval process till the employee sends for approval for any specific screen. Steps to follow: 1. Create check box field in the screen where this option is required. 2. Create authorization flow by selecting the screen under module selection, select check box of initiate authorization on filter option and define the filter accordingly. Ex: Let us say the employees has to fill his task on a daily basis in the timesheet screen and send it for approval to his manager. They can enter details task wise / partially add the tasks whenever they complete each and every task in the screen and save them regularly and once the entire addition of tasks is done, they can send it for approval by selecting the check box field. Unless the check box is selected, tasks will not be forwarded to the manager. User needs to define the authorization flow by selecting the module, selecting the check box of initiate authorization on filter and also define the filter with same...

Under section 80CCD(2), Employer’s contribution to NPS account, the exemption value is 10% of salary/income of the employee. Salary in this case is Basic plus DA. Salary must be mapped to the Basic and DA(if applicable) under Etds mapping fields. So 10% of Basic+DA of an employee salary will be exempted at the maximum. This will differ from employee to employee as the Basic will vary. Lets see how to define this criteria: First create the Exemption group and section with name “ Employer’s Contribution to NPS Account”. Go to TDS settings, under deductions table, select the group against the section and add the below formula under formula column. TDS_SalaryMapped*0.1 Below is the screenshot for reference. As per the definition, straight away 10% of the employees annual basic income will be exempted for TDS. EX: Lets say employee Basic salary is 115051 per month. Per annum it will be 115051*12=1380612 So 10% of it is 138061/- is the exemption value and the same will be displayed in the T...

This formula is used to hide the zero valued components and adjust the empty spaces in between the components automatically. iif((Parameters!fE1_Calc.Value)>0,(Parameters!fE1_Calc.Value) & vbCrLf & vbCrLf  ,"")& iif((Parameters!fE2_Calc.Value)>0,(Parameters!fE2_Calc.Value) & vbCrLf & vbCrLf  ,"") This is applicable only for RDL format of payslip. The above formula to be used for all the payroll components which are used for the payslip.

It simply means that instead of the regular payment on a monthly basis, the amount which is paid occasionally and it is a taxable income.  Ex: Bonus, Incentives, Arrears etc., User will have the option to select either monthly payment or occasional payment under special pays screen as mentioned below. Payroll>>Masters>>Special Pays     select the occasional payment radio button. If the employee is paid a Bonus amount every year or a performance bonus, that component is to be defined in special pays as it will be calculated to that particular month payroll. Once the special pay is defined, the component will be appeared under Etds fields column at TDS settings under system parameters. User has to map the defined taxable component against the payroll components to properly get TDS calculations and display the component wise amount calculated in Tax computation sheet. Ex: For an employee who is getting the holiday comp off which is a special pay from hi...

A tax computation sheet is a statement showing how the taxable income calculated per year after deductions and finding the final tax value. The taxable earning components are added to get the gross income. From the gross income all the deductions are deducted including PF, PT, HRA and other declarations as declared by the employee under employee declaration form, and arriving the total income tax per year and monthly taxable amount with the balance tax amount including instalments to be paid. Follow the path below to check the tax computation sheet Statutory Form>>India>>Income Tax>>Tax computation Select the employee and financial year to check the computation sheet. Tax computation sheet: In the above example, payroll is calculated for April month, system will consider the latest payroll and assume the same values for remaining months and gives the final total value.

TDS variables are added in the payslip to display the tax details for employees. These variables will give a clear idea to the employee of what is the taxable income, total tax per year to be deducted, tax deducted till date and the balance tax which he needs to pay. Follow the steps below. 1. Create the payroll components as mentioned below under Deductions. TDS_TotalTaxableIncome TDS_TotalTax TDS_PrevEmployerTDS TDS_TaxDeductedYTD TDS_BalanceTax 2. Go to deduction preferences, and add the TDS variable exactly with the same name under formula. Below is the screen shot for reference. 3. The values of TDS variables will be displayed in the payroll preview screen. The same will be displayed in the payslip, once these variables are mapped to the payslip. Note: 1. Priority Order: TDS variables should be placed after TDS component. Sample Payslip with TDS variable:

Tags not loading in Payroll Same tag might be used in two or more fields of employee master and one of the field value is empty FA Posting issue Don't hide 'Employee Account' and 'Salary Account' in the employee master F7 Integration issue Need to give all rights to everyone for installed folder