Others Setup

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the HR Payroll – Statutory setup options.
 
Here you will have two relevant sections where all the preferences and requirements pertaining to your employee salary process related configurations can be set and defined.
 
Under Others Setup you will have Configure the calculation parameters of Salary Components which for your company need to follow.
 
 
Others Setup
 
Details can be captured under head Others.
 
 
1

Attendance

Select the relevant option from the drop down list in which mode you want to maintain the Attendance of Employee (Daily /  Monthly Attendance / Monthly Attendance with Daily Tracking).
2

Leave Deduction Based On

Select the relevant option from drop down list if you want to process the salary on Month days. Alignbooks gives you a facility to choose Paid days configuration for Salary process as per your company policies. Your option to select are:
Actual Days : if you choose this option, Paid Days in Salary will be calculated on Actual Month Days.    
Working Days :  if you choose this option, Paid Days in Salary will be calculated on working days of Month excluding holidays and weekly off.
Fixed Days : if you choose this option, Paid Days in Salary will be calculated on fixed defined Days.
 
3

No of Days

Specify the Number of days if Fixed Days option is selected. In other cases, this option will be disabled.
4

Suppress Weekly Off Holiday For

Select the relevant option from drop down list if you do not want to consider the Weekly off / holidays as leave as per your company policy. Your option to select are: None, AbsentDayBefore, AbsentDayAfter, AbsentDayBeforeAndAfter.
AbsentDaybefore : an employee takes a Leave on Saturday and resume on Monday or just before the
weekly off Day then system will treat it as 2 days leave and automatically pass one more entry in
leave requisition by itself.
AbsentDayAfter : same as above the difference is after week off day.
AbsentDaybeforeorafter : then in both the case system will handle the situation by itself.
5

Payroll Cut Off Date

Select the relevant option from the drop down list for the cut off date of the month from which Salary Process in your company.
6

First Weekly Off

Select the relevant option from the drop down list which day is the weekly off day as per your company policy if applicable or select “None”.
7

Second Weekly Off

Select the relevant option from the drop down list which day is the second weekly off day as per your company policy if applicable or select “None”.
8

Time Sheet Input Mode

Select the relevant option from the drop down list if you want to maintain the Time Sheet of your employees. Your options for selection are :
Multi Employee: In this option, In voucher entry you can input Time Sheet for One Date for Multiple Employees. 
Multi Date: In this option, In voucher entry you can input Time Sheet for One Employee for Multiple Date. 
Multi Employee and Date: In this option, In voucher entry you can input Time Sheet for Multiple  Employee for Multiple Date.
9

Off Compensate

Select the relevant option from drop down list if you want to compensate the presence of employee on weekly off or Holidays  as  per your company policy. Your option for selection are : none, Presence Overtime.
 
We have completed setting others setup. If you want, you can hide this option by clicking on .
 
 
Now we will explore Employee Custom Fields.
 
AlignBooks have structured Employee Custom Fields taking into consideration requirements for varied industries. You can still have up to five extra fields defined per your requirements to cater for your special priorities. Let us understand how you can configure the Extra Fields for your Employee documents.
 
10

Required

10. Required Click on  against Field 1.
11

Allow Blank

Select “Off” if this is a compulsory field i.e. unless you enter required input in the field, the System will not allow completing the Employee Master. If it is not a compulsory Field i.e. in some documents you may enter a value and in others you may leave this blank, keep allow blank as “On”.
12

Caption

Here type a Caption for this field for your identification.
13

Type

Select from the Drop Down menu specific field type. The type could be a “String, Numeric, Currency or a Date.
If you select the field type as “Numeric” you will be asked for number of decimal point you want in numbers. You can select the required number of Decimal Point from the Drop Down menu.
 
You can repeat the process to add all the remaining fields to meet your requirement.
 
 
We have completed setting Employee Custom Fields. If you want, you can hide this option by clicking on .
 
 
Now we will explore Time Sheet Attributes.
 
AlignBooks have structured Time Sheet Attributes taking into consideration requirements for varied industries. You can still have up to five extra fields defined per your requirements to cater for your special priorities. Let us understand how we can create an item attribute
 
14

Required

14. Required Click on Required to make the field1 activated.
15

Allow Blank

Select  “Off”  if this is a compulsory field whereby unless you put any value in this field, the system will not allow to complete and save the Time Sheet document . If it is not a compulsory Field, keep allow blank as “On”.
16

Caption

Here type a Caption for this field for your identification.
17

Type

Select from the Drop Down menu your specific field requirement. For Example If you select “Customer”, while making Inward or Outward entries, when you will come to this input field you will be displayed your list of Customers. If you select “Sale Order”, List of Orders in hand will be in display. You can also make your own self defined list, if you wish so, Select “Self List” or select “None” from the Drop Down menu. The whole process is intended to increase efficiency in work.
 
You can repeat the process to add all the remaining fields to meet your requirement.
 
We have completed setting Time Sheet Attributes. If you want, you can hide this option by clicking on .
 
 
Click on   to save the information entered in Others setup.
 
 
We have completed Others Setup
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!
 
 
 
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