Employees details

This section was meant for configuring the settings related to HR module in EasyERP. Here you may create or adjust such necesssary for complete HR management parameters:

  • working hours schedule;
  • timetable for wages;
  • select default profile;
  • derive a wage earnings formula for your company;
  • and, of course, wage deduction formula;
  • summarize all of these earnings and deductions in one payroll structure.

And now let`s have a look at all of these, but attentively and step by step.

Weekly scheduler

You can configure duration of working week and working day, in particular, for your company in general and for some exact employees if there is such necessity. For example, in Ukraine the working week is 40 hours, which means 8 hours per day, Saturday and Sunday are weekend. In France, it is 35 hours, 7 hours per day, Saturday and Sunday are weekend. In Israel it`s Friday-Saturday. So some flexibility in this field would be quite usefull. That`s what for "Weekly shcheduler" is here.

Creating new weekly scheduler is quite an easy process:

  • Click Add button.
  • Enter Name for weekly scheduler;
  • Enter the hours for each working day in the field;
  • Click Cteate button.

 

New weekly scheduler

Editing an existing one is the same as creating one, except you have to hover mouse over desired schedule and press on appeared "Edit" icon.

 

Scheduled pay

This section is, probably, the easiest one in whole EasyERP. It only holds one variable -  the "Name" of time intervals when you pay sallary to your employees, which is used in Employee’s profile on a "Job" tab.

Adding a new Scheduled Pay is, arguably, even easier then creating new "Product type":

  • Click Add button.
  • Enter Name;
  • Click Cteate button.

Schedule

Editing is completely the same, but instead of "Add" button press on "Edit" icon.

 

Default profile

EasyERP includes a range of access profiles. However, most of the employees are assighned to just one or two access profiles. In the Default Profile section you choose a profile, to which newly created user will be automatically assigned.

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Payroll earning

Payroll earning reflects the payroll formula which consists of the variables. Purpose of this payroll formula is to customize the amount of money that will be payed to your employees, so the payroll process could be a bit less messy.

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The amount of money, that employee gets, may consist of four variables: base, constant, overtime and vacation. Using them you can consider how much you should pay to your employees.

  • Base is the standard salary you pay to your employee.
  • Constant is the amount of money that you can add to the salary, for example, car compensation if your employee uses his own car for the work purposes.
  • Overtime means how employee will be paid for extra work-hours or for weekends/holidays.
  • Vacation is for the compensation-time when employee was in vacation, some companies pay 100% while others compensate only 50%.

Note: you can’t add any additional variables into EasyERP, you should use only the existing ones.

And now let`s create new payroll earning formula:

  1. Click Add button;
  2. Enter Name;
  3. Check "Based on range" if you need to apply this formula only for some specified range of salaries;
  4. Click on "Select" and choose which variable should be used: base, constant, overtime or vacation;
  5. Click on "X" to change the arithmetical operation;
  6. Enter desired number for multiplication or division;
  7. Click on "Add formula" to add the next element;
  8. Repeat steps 4-7 for this element;
  9. Add as many elements as it is required;
  10. Click "Create" button.

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In the example above we created new sallary calculation formula, and now we`ll explain it a bit. Here the employee’s compensation consists of base salary (base), he gets 5000 to his salary a month (constant), if he works overtime then all this time is paid at a double (overtime), and his vacation, on the contrary, is paid two time less (vacation). This applies to the salaries from 10000 to 15000 per month.

Note: if you create a formula that consists of more than 2 variables then variable "base" has to be present.

Editing formula is quite different from creating a new one. That`s because you can`t change any variables. What you can change is: name of formula, min/max salary applience range. Also you may leave some comments to this formula.

Payroll deduction

Payroll deduction is pretty much the same as "Payroll Earning", but reversed. It means that here we create elements that will be subtracted from the salary. For example, your company pays taxes for employee and medical insurance. For these we need to create one deduction formula for taxes and one for medical insurance. The next sample illustrates this process:

  • Click Add button;
  • Enter Name;
  • Check Based on range and enter Min and Max Ranges;
  • Select Base in formula;
  • Enter the taxe rate like 0.1, which means that 10% will be subtracted from salary;
  • Click Cteate button.

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In case of medical insurance, company, for example, pays 100 a month, so the steps for creating this formula will be a bit different:

  • Click Add button;
  • Enter Name of the Medical Insurance;
  • In formula select constant;
  • Enter 100 in input field;
  • Click Cteate button.

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Editing of existing formula is completely the same as in "Payroll earnings" case.

Now, that we have created structure elements (formulas) for earnings and deductions, we can proceed to the part with explanation of how we can combine them and create actual salaries.

Payroll structure

Finally we can combine everything we have done in earnings and deductions to create a complete payroll template. Let’s move through this process in detail. Creating new "Payroll structure type" (template) is a simple math which consists of addition and some substraction. You, simply pick some earnings formula, add necessary deduction formula, et voila! Here is hove it works, step by step.

  • Click Add Button to create new payroll structure type;
  • Enter Name;
  • Click Earnings;
  • Select one or more formulas for earnings;
  • Click Deductions;
  • Select one or more formulas for deductions;
  • Click Cteate button.

sallary

Editing is completelly the same as creation. You just add or delete necessary formulas, save and that`s it.