HR and Payroll Setup
To set up the module, type HR and Payroll Setup in the search box. Path: HR and Payroll Setup.
Before starting work with the HR and Payroll module, it is necessary to first check and fill in the general settings related to number series, default values, etc. On the HR and Payroll Setup page, enter data about general system settings, divided into several groups.
On the General tab, enter the general information required for the system to operate:
| Field | Description |
|---|---|
| State Calendar Code | Official calendar. It is used in some functions, for example, when counting holidays in a period. |
| Rounding accuracy of payment amount | Is used when generating the payment amount in the Payroll Ledger Entry, when reflecting payroll documents in the statistics and in other objects where the amount needs to be rounded and there is no separate setting for this. |
| Rounding type of payment amount | Is used when generating the payment amount in the Payroll Ledger Entry, when reflecting payroll documents in the statistics and in other objects where the amount needs to be rounded and there is no separate setting for this. |
| Element code for salary per day | Element code with the Accrual type, which determines the payment by day. Read more about the salary system in the Payroll Setup scenario. |
| Element code for salary per hour | Element code with the Accrual type, which determines the payment by hour. Read more about the salary system in the Payroll Setup scenario. |
| Element code for salary in amount | Element code with the Accrual type, which determines the amount per month. Read more about the salary system in the Payroll Setup scenario. |
| Element code hourly rate | Element code with the Accrual type, which determines the amount per hour. Read more about the salary system in the Payroll Setup scenario. |
| Element code daily rate | Element code with the Accrual type, which determines the amount per day. Read more about the salary system in the Payroll Setup scenario. |
| AE Calculation Function Code | The code of the function used to calculate average earnings. In the set-up base, this function is called "Average earnings calculation" (function number 2110). |
| Divide FSI Sick Leave by Orders | The setting is applied to the amount to be paid under the sick leave at the expense of FSI. If there were two orders with the FSi source for the period, they can be paid separately. All deductions will be divided not only by the payment source, but also by the order number. In this calculation, the functions that fill out the "Base Details" table will be used. Read more about the calculation functions in the Payroll Calculation Functions scenario. If the setting is not enabled, for accounting of sick leaves, an additional account is usually used (usually 663), and the the calculation type with sick leaves must be the last between the accrual types in the calculation group. |
| Payment Journal Section Code | The code of the financial journal used to create Paysheets. Read more about Paysheets in the Paysheets scenario. |
| Tax Journal Section Code | The code of the finanncial journal used to create Tax Paysheets. Read more about tax paysheets in the Paysheets scenario. |
| Calculation Copy to E-mail | A hidden copy of the email is sent if the setting is enabled. |
| Hiding Document Lines Filter | Sets up the visibility of payroll document lines. For example, you can set not to show the lines with zero amounts in the Salary Amount column in a payroll document, etc. |
| Check Responsibility Center | If the checker is enabled, the check for existence of a responsibility center on a card of subdivision, position, employee, etc. is enabled. |
| Use Budget Positions | If the checker is enabled, when an employee is hired, it is necessary to use budget positions, while actual positions are created automatically. |
| Use Orders by Staffing List | If the checker is enabled, changing the Staffing List is possible only through the mechanism of orders under the Staffing List. |
| Not Check Vacation Terms | If the checker is enabled, vacation terms are not checked. |
| Create Salary Status Details | If the checker is enabled, when transferring to a position with a different calculation group in the middle of the month, salary status details will be created by each calculation group. This, in turn, will make it possible to create several final payroll documents for one period by each unique calculation group. |
On the Dimensions tab, the employee's dimension code is specified. When a record is created, a dimension value with the employee code is created. If a person's full name is changed, dimension value names are changed.
On the Numbering tab, the information determining the default number series for different types of documents in the HR and Payroll module is specified.
| Field | Description |
|---|---|
| Employee Number Series | Number series used to create an employee card. Read more in the Employee Card scenario. |
| Base Unit of Measurement | The base unit of measurement of working time set in the system. It is not recommended to change the setting. |
| Position Number Series | Number series used to create actual positions. Read more in the Positions scenario. |
| Budget Positions Number Series | Number series used to create an employee card. Read more in the Positions scenario. |
| Person Number Series | Number series used to create a person card. faces. Read more in the Person Card scenario. |
| Labor Contract Number Series | Number series used to create labor contracts. Read more in the Labor Contracts scenario. |
| Person Vendor Number Series | Number series used to create a vendor card with the person type. Read more in the Person Card scenario. |
| Staffing List Order Number Series | Number series used to create staffing list orders. Read more in the Staffing List scenario. |
| HR Order Number Series | Number series used to create HR orders. Read more in the Labor Contracts scenario. |
| Calc. Paysheet Number Series | Number series used to create paysheets. Read more in the Salary Payment scenario. |
| Sick Leave Order Number Series | Number series used to create an employee card. Read more in the Absence Orders scenario. |
| Vacation Request Number Series | Number series used to create vacation requests. Read more in the Vacation Planning scenario. |
| Vacation Order Number Series | Number series used to create an employee card. Read more in the Absence Orders scenario. |
| Vacation Schedule Number Series | Number series used to create a vacation request. Read more in the Vacation Planning scenario. |
| Business Trip Order Number Series | Number series used to create an employee card. Read more in the Absence Orders scenario. |
| Other Absence Number Series | Number Series used to create an employee card. Read more in the Absence orders scenario. |
| Hiring Order Group Number Series | Number series used to create HR orders. Read more in the Labor Contracts scenario. |
| Transfer Order Group Number Series | Number series used to create HR orders. Read more in the Labor Contracts scenario. |
| Dismissal Order Group Number Series | Number series used to create HR orders. Read more in the Labor Contracts scenario. |
| Payroll Documents Number Series | Number series used to create an employee card. Read more in the Payroll Calculation scenario. |
| Posted Payroll Document Number Series | Number series used to create an employee card. Read more in the Payroll Calculation scenario. |
| Paysheet Number Series | Number series used to create a Paysheet. Read more in the Paysheet scenario. |
| Payroll Document Batch Number Series | Number series used to create payroll document batches. Read more in the Payroll Document Posting scenario. |
| General Order Number Series | Number series. |
| VAT Calc. Report Number Series | Number Series. |
On the Time Activities tab, the time activity groups used in system reports and functions are specified. You can create and set up time activities in the ribbon by clicking Absence Reasons.
On the Application tab, set the parameters for applyting payroll operations. Read more in the Payroll Operation Application scenario.
| Field | Description |
|---|---|
| Auutomatic Employee Operation Application | If enabled, when posting payroll documents and payments, operations will be applied in line with the rules outlined in the Payroll Operations Application scenario. |
On the Summarized Record of Working Time tab, specify the time activity codes to calculate the summarized record.
| Field | Description |
|---|---|
| Overtime Amount Group Code | Time activity groups are created to determine overtime. |
| Working Time Amount Group Code | Time activity group of the main working time is specified. |
| Norm Reduction Group Code | Group to reduce working time norm is specified. |
| Overtime Reduction Group Code | Group to reduce overtime is specified. |
On the HR and Payroll Setup page, directories can be set up in the ribbon by:
Units of measurement
Absence reasons (time activity codes)
Inactivity reasons
Suspension reasons (in case of dismissal)
Trade unions
Relatives
Qualifications
Statistical groups
Labor contracts
etc.