So… from our second day’s tutorial. we were able to set up leave types, creating leave group,setting up time-off days. Lastly, we learnt how to create a new user group and your first login user(You).
So, ready to go… Today, we would be looking at the following topics;
- Setting up a payroll group
- Setting up wage items in payroll
- Setting up deductions in payroll group
- Setting up employee salary template
- Updating employee job and educational details
To begin, open your browser and type in the address csmanager.com.ng. The page displayed is the landing page from which this entire tutorial would be done. Proceed to login to your administrative account.
- Click on the Payroll Management menu to expand,scroll down and then select add/edit payroll group.
- Fill in a group name and its description
- From the drop down menu select the employee employment type in the Leave Allowance field the employee minimum level and the PAYE Tax scheme
- Enter the maximum pay amount
- Tick the Overtime payment and/or Weekend payment if you have a third party tool (Bio metrics)that captures in-out of office and would like to upload data from it monthly to calculate the overtime.
- Then click on the create payroll button (Note: All fields with a red bar to the left side are compulsory fields and must
be filled to proceed)
An example a payroll group is called Management Payroll Group. Within the management payroll group, I may define Senior and Mid-level staff.
Now you have succeeded in creating a payroll group,now you will need to setup the wage items and the payroll items.
To begin;
- Click on the Payroll Management menu and select wage items setting
- On the top right field,click on the drop down menu to select the payroll group in step 1 above then click the load tab to view.
- Type payroll item name and the percentage of gross(%) for the item.
- Click on the down down menu to indicate either credit(Cr) or debit(Dr).The payroll setting is set on default mode based on the Nigerian tax law.
- Write the account code.
- Tick if the items are taxable,pensionable or should be active.
- Click on the update selected button to update the payroll items settings
All records in CSManager©HRMS stay unauthorized until they are checked and approved by a higher officer. In this case however, you are making use of the administrative account which has both the Maker and Checker rights attached to it.
Now that you have successfully created your first wage setting group, we would now proceed to setting up the deductions in payroll group.
Now that we have our first payroll group, we would now take the time to set up the deductions that make up that payroll group.On this page, you carry out the following financial actions:
- Set up all deductions for all level of employees
- Edit & update deduction masters
- Authorize deduction masters
- Unauthorize deduction masters
- Delete deduction masters
To begin;
- Click on the Payroll Management menu and select deduction masters
- The PAYE Band setting page is displayed.
- Fill in all marked fields
- Enter the band name and the description
- Fill in the amount of taxable pay and percentage (%) tax applied
- Click create template button to save the template.
Now, repeat this step as many times as required to add the different deduction masters.
Authorizing Your Deduction Masters
-
- Type the name of the record to search, select unauthorize then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the record you want to authorize
- Click on the authorize selected button
- The deduction masters will be authorized and you can view the record when you search to access the authorized record
Unauthorizing Your Deduction Masters:
-
- Type the name of the deduction masters to search, select authorize, then click on the load button, OR
- Select authorized and click the load button
- List of authorized records will be displayed
- Click on the record you want to unauthorize
- Click on the unauthorize selected button
- The deduction masters will be unauthorized and you can view the record when you search to access the unauthorized record
Editing and Updating Your Deduction Masters:
-
- Type the name of the record to search, select unauthorize then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the record you want to edit
- Click on the edit selected button
- Make the changes or update and click the update template button to save the updated masters.
Deleting Your Deduction Masters:
-
- Type the name of the deduction masters to search, select unauthorize if the record has been authorized, then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the record you want to delete
- Click on the delete selected button
- The deduction masters will be deleted and you will be unable to view the record when you search for it
Wow… that took a bit. But you are now done.
On this page you will setup the break content that makes up an employee’s salary package.You can carry out the following tasks:
-
- Assign each employee to a pay group on a month pay basis
- Set gross pay
- Set allowances and relief
- Set financial deductions
To access this page:
-
- Go to the menu, click on payroll management tab
- Click on create payment template
- From the select staff drop down box, select the employee’s name
- From the select pay group drop down box, select the group name to assign the employee
(Note: All fields with a red bar to the left side are compulsory fields and must be filled to proceed)
Creating and editing Your Master Schedule.
-
- From the drop-down box, select an employee name
- Click on the setting icon to view the employee’s company branch
- From the displayed drop-down box, select the name of the branch click the open button
- From the drop-down box, select a pay group for the selected employee, click create schedule button
Creating Your Employee Payment Template
After creating the master schedule for the employee, follow the steps:
-
- From the drop-down box, select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to create
- Click on the view selected button
- You will be directed to a new page, fill in the gross amount for the employee
NOTE: For automated calculation, click on the small box, and click elsewhere on the page.
Click on the small box before you enter the gross figure for the employee
-
- Gross Pay
- Type in the figure of the gross pay, click out of the gross pay on the page:
- The basic pay is 20% of the gross
- The transport pay is 15% of gross
- The housing pay is 15% of gross
- Allowance and Relief
- This depends on the use of time attendance with finger print machine, [overtime].
- The children allowance is 10% of gross
- The mobile allowance
- The entertainment allowance is 20% of gross
- The loan is dependent on if the employee has an active loan, the amount gets deducted from the current month’s payment
- The dependent relative is 10% of gross
- The children allowance is 10% of gross
- Deductions and Net Pay
- Taxable pay is visible here
- Tax amount is visible here [PAYE]
- Pension amount is visible here
- The total relief is visible here
- Leave allowance is visible here
- Net pay is visible here
- Click the update button to update the payment template for the employee
- Gross Pay
Editing and Updating Your Employee Payment Template
-
- From the drop-down box, select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to edit
- Click on the view selected button
- You will be directed to a new page, fill in the gross amount for the employee
NOTE: For automated calculation, click on the small box, and click elsewhere on the page.
Click on the small box before you enter the gross figure for the employee
-
- Gross Pay
- Type in the figure of the gross pay, click out of the gross pay on the page
- The basic pay is 20% of the gross
- The transport pay is 15% of gross
- The housing pay is 15% of gross
- Allowance and Relief
- This depends on the use of time attendance with finger print machine
- The children allowance is 10% of gross
- The mobile allowance
- The entertainment allowance is 20% of gross
- The loan is dependent on if the employee has an active loan, the amount gets deducted from the current month’s payment
- The dependent relative is 10% of gross
- The children allowance is 10% of gross
- Deductions and Net Pay
- Taxable pay is visible here
- Tax amount is visible here
- Pension amount is visible here
- The total relief is visible here
- Leave allowance is visible here
- Net pay is visible here
- Click the update button to update the payment template for the employee
- Gross Pay
Authorizing Your Employee Salary Template
To authorize employee payment template:
-
- Type the name of the employee to search, select unauthorize then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to authorize
- Click on the authorize selected button
- The employee payment template will be authorized and you can view the record when you search to access the authorized record.
Unauthorizing Your Employee Salary Template
To unauthorize employee payment template:
-
- Type the name of the employee to search, select authorize, then click on the load button, OR
- Select authorized and click the load button
- List of authorized records will be displayed
- Click on the employee payment template you want to unauthorize
- Click on the unauthorize selected button
- The employee payment template will be unauthorized and you can view the record when you search to access the unauthorized record.
Deleting Your Employee Salary Template
To delete employee payment template:
-
- Type the name of the employee to search, select unauthorize if the record has been authorized, then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to delete
- Click on the delete selected button
- The employee payment template will be deleted and you will be unable to view the record when you search for it.
On this page you will setup the break content that makes up an employee’s salary package.You can carry out the following tasks:
-
- Assign each employee to a pay group on a month pay basis
- Set gross pay
- Set allowances and relief
- Set financial deductions
To access this page:
-
- Go to the menu, click on payroll management tab
- Click on create payment template
- From the select staff drop down box, select the employee’s name
- From the select pay group drop down box, select the group name to assign the employee
(Note: All fields with a red bar to the left side are compulsory fields and must be filled to proceed)
Creating and editing Your Master Schedule.
-
- From the drop-down box, select an employee name
- Click on the setting icon to view the employee’s company branch
- From the displayed drop-down box, select the name of the branch click the open button
- From the drop-down box, select a pay group for the selected employee, click create schedule button
Creating Your Employee Payment Template
After creating the master schedule for the employee, follow the steps:
-
- From the drop-down box, select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to create
- Click on the view selected button
- You will be directed to a new page, fill in the gross amount for the employee
NOTE: For automated calculation, click on the small box, and click elsewhere on the page.
Click on the small box before you enter the gross figure for the employee
-
- Gross Pay
- Type in the figure of the gross pay, click out of the gross pay on the page:
- The basic pay is 20% of the gross
- The transport pay is 15% of gross
- The housing pay is 15% of gross
- Allowance and Relief
- This depends on the use of time attendance with finger print machine, [overtime].
- The children allowance is 10% of gross
- The mobile allowance
- The entertainment allowance is 20% of gross
- The loan is dependent on if the employee has an active loan, the amount gets deducted from the current month’s payment
- The dependent relative is 10% of gross
- The children allowance is 10% of gross
- Deductions and Net Pay
- Taxable pay is visible here
- Tax amount is visible here [PAYE]
- Pension amount is visible here
- The total relief is visible here
- Leave allowance is visible here
- Net pay is visible here
- Click the update button to update the payment template for the employee
- Gross Pay
Editing and Updating Your Employee Payment Template
-
- From the drop-down box, select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to edit
- Click on the view selected button
- You will be directed to a new page, fill in the gross amount for the employee
NOTE: For automated calculation, click on the small box, and click elsewhere on the page.
Click on the small box before you enter the gross figure for the employee
-
- Gross Pay
- Type in the figure of the gross pay, click out of the gross pay on the page
- The basic pay is 20% of the gross
- The transport pay is 15% of gross
- The housing pay is 15% of gross
- Allowance and Relief
- This depends on the use of time attendance with finger print machine
- The children allowance is 10% of gross
- The mobile allowance
- The entertainment allowance is 20% of gross
- The loan is dependent on if the employee has an active loan, the amount gets deducted from the current month’s payment
- The dependent relative is 10% of gross
- The children allowance is 10% of gross
- Deductions and Net Pay
- Taxable pay is visible here
- Tax amount is visible here
- Pension amount is visible here
- The total relief is visible here
- Leave allowance is visible here
- Net pay is visible here
- Click the update button to update the payment template for the employee
- Gross Pay
Authorizing Your Employee Salary Template
To authorize employee payment template:
-
- Type the name of the employee to search, select unauthorize then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to authorize
- Click on the authorize selected button
- The employee payment template will be authorized and you can view the record when you search to access the authorized record.
Unauthorizing Your Employee Salary Template
To unauthorize employee payment template:
-
- Type the name of the employee to search, select authorize, then click on the load button, OR
- Select authorized and click the load button
- List of authorized records will be displayed
- Click on the employee payment template you want to unauthorize
- Click on the unauthorize selected button
- The employee payment template will be unauthorized and you can view the record when you search to access the unauthorized record.
Deleting Your Employee Salary Template
To delete employee payment template:
-
- Type the name of the employee to search, select unauthorize if the record has been authorized, then click on the load button, OR
- Select unauthorized and click the load button
- List of unauthorized record will be displayed
- Click on the employee payment template you want to delete
- Click on the delete selected button
- The employee payment template will be deleted and you will be unable to view the record when you search for it.
You have created your employee payment template and wish to update the employees job and educational details. It is worthy to note that all authorized employees details must be unauthorized to update any detail.
To begin do the following;
Step 1
- Click on the Human Resource menu to expand
- Click Un/authorize employee tab
- From the drop-down, select un/authorized and click the load button to view all authorized employee
- Select the employee you which to update the details OR
- Enter the employee name in the Search field,click on the dropdown,select un/authorized and load.
- Click un/authorize button to save.
Step 2
Updating Your Employee Educational details.
- From the Human Resource menu, click on create/edit employee.
- You will be present with the relevant field to creating and editing employees details.
- Click on the Educational button to load page.
- Fill all compulsory fields.
- Select all fields from drop down menu.
- Click the + button to add more type and/or title to save.
- Click the choose File button to upload documents.
- Click add button to save.
Step 3
Updating Your Employee Job details.
- Click on the Career History button to load page.
- Fill all compulsory fields.
- Select all fields from drop down menu.
- Click the + button to add more type,unit and/or designation to save.
- Click the choose File button to upload documents.
- Click add button to save.
- Finally to authorize employee details repeat Step 1.
Wow… that took a bit. But you are now done.
Note: All fields with a red bar to the left side are compulsory fields and must be filled to proceed
See, that wasn’t so difficult. You are already on your way to becoming a professional HR process automation expert. To know more and run ahead of the class, feel free at any point to click on your user name to the Top Right corner of your screen and select the Online Help
For additional resources, inquiries and questions, do feel free to send us a mail at hello@amoseries.com.ng, leave a question or comment on this page and a support engineer would respond to it or chat us via our WhatsApp handle on +234 704 519 3221
- Additional Resource : Online Help link, Youtube Channel Video link
Hary Ramadhana Nasution
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