“Salary Status” Scenario
The page displays the salary status for the Period Code of each employee. Status entries are created during employee hiring (see Labor Contracts scenario), cannot be edited manually, and are required for calculating and adding payroll documents.
To update the amount values on the Salary Status page, use Functions – Update Status.
Salary Status Page
| Field | Description |
|---|---|
| Period Code | Payroll period code. |
| Employee Code | Employee code. |
| Full Name | Full name of the employee. |
| Salary Status | Available values: • Empty – Default value. If the salary status = Empty, the final payroll calculation has not yet been performed. During interperiod payments, the status does not change. • Calculated – After the final payroll calculation for the month, the status changes to Calculated. In this status, the timesheet cannot be opened. If this document is deleted, the status reverts to Empty. • Posted – After the posting of payroll documents created from the final payroll calculation, the status changes to Posted. No actions can be performed for the given employee and period. |
| Advance Status | Available values: • Empty – Default value. If the advance status = Empty, no payroll document has been added with a calculation group configured as an "Advance Group". • Calculated – After adding a payroll document with a calculation group marked as "Advance Group", the status changes to Calculated. If this document is deleted, the status reverts to Empty. • Posted – After posting a payroll document with a calculation group marked as "Advance Group", the status changes to Posted. Reposting of another document with an "Advance Group" calculation group is not possible. |
| Accruals | Calculated as the total of all accruals in the document added during the final monthly payroll calculation. Informational field. |
| Bonuses | Calculated as the total of all bonuses in the document added during the final monthly payroll calculation. Informational field. |
| Deductions | Calculated as the total of all deductions in the document added during the final monthly payroll calculation. Informational field. |
| Tax Deductions | Tax deductions. |
| PIT Base | Calculated as the total of all accruals and bonuses included in the PIT (personal income tax) base in the document added during the final monthly payroll calculation. Informational field. |
| PIT Amount | Calculated as the total of all lines with the PIT type in the document added during the final monthly payroll calculation. Informational field. |
| Military Levy Amount | Calculated as the total of all lines with the Military Levy (ML) type in the document added during the final monthly payroll calculation. Informational field. |
| ML Base | Calculated as the total of all accruals and bonuses included in the ML base in the document added during the final monthly payroll calculation. Informational field. |
| Posted Accruals | Calculated as the total of all accruals in the document posted during the final monthly payroll calculation. Informational field. |
| Posted Bonuses | Calculated as the total of all bonuses in the document posted during the final monthly payroll calculation. Informational field. |
| Posted Deductions | Calculated as the total of all deductions in the document posted during the final monthly payroll calculation. Informational field. |
| Posted PIT Base | Calculated as the total of all accruals and bonuses included in the PIT base in the document posted during the final monthly payroll calculation. Informational field. |
| Posted PIT Amount | Calculated as the total of all lines with the PIT type in the document posted during the final monthly payroll calculation. Informational field. |
| Posted ML Amount | Calculated as the total of all lines with the ML type in the document posted during the final monthly payroll calculation. Informational field. |
| Posted ML Base | Calculated as the total of all accruals and bonuses included in the ML base in the document posted during the final monthly payroll calculation. Informational field. |
| Responsibility Center | Responsibility center. |
Functional buttons of the Salary Status page
| Field | Description |
|---|---|
| Calculate Salary | Launches the Suggest Payroll Documents report, which generates a payroll document. For more details on how the report works, see the Payroll Calculation scenario. |
| Actions – Functions – Update Status | Recalculates and refreshes the status values. |
| Related – Employee – Timesheet Status | View the employee’s timesheet status. |
Salary Status Details Table
The Salary Status page displays the Salary Status Details table. The values in this table are populated based on the activation of the Create Salary Status Details checkbox on the HR and Payroll Setup page.
If the checkbox is enabled, then upon approval of a labor contract line with the type Transfer to a position with a different payroll calculation group within the same period, a separate salary status is created for each unique calculation group. During final payroll calculation, several payroll documents will be generated - one for each calculation group.
If the checkbox is not selected, then when transferring to another calculation group mid-period, no salary status details will be created. A single payroll document will be generated based on the calculation group specified in the employee card.