Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Salary Appraisal preparation Option.
Before we begin, let us understand about the need of Salary Appraisal and the usage of this particular activity.
Let’s now understand how to complete Salary Appraisal in simple steps
Effective From
: Select the Date for which you want to make the Salary Appraisal for employee/s. By default, the system will take the current Date. You can also pick a different Date from the calendar function.
: Click on this button, If you want to process / display salary of selected employees or specific Department or Designation or Branch etc. In this case for each category you can select multiple checkbox in drop down against particular head for selection. Like if you want to process salary of only Admin Department then select check box against "Admin" from Drop down list of Department.
Click on "Display" Button to display latest salary based on effective from when you are finish to apply filter on desired fields.
: Click on this button, System will display the list of details of employee based on the data filter and if salary appraisal is already processed for this date.
: Here You can enter the appraisal amount for each component like Basic / HRA / Special Allowance etc.
By Default, System will display the latest salary values for each component defined in Employee Master and if the component Type Deduction then amount will be displayed in negative.
: Select the Date for which you want to make the Salary Appraisal for employee/s. By default, the system will take the current Date. You can also pick a different Date from the calendar function.
: Click on this button, If you want to process / display salary of selected employees or specific Department or Designation or Branch etc. In this case for each category you can select multiple checkbox in drop down against particular head for selection. Like if you want to process salary of only Admin Department then select check box against "Admin" from Drop down list of Department.
to close/exit the filter form.
: Click on this button, System will display the list of details of employee based on the data filter and if salary appraisal is already processed for this date.
: Here columns will display the details of Employees. 
: System will display the CTC from the Employee Master.
: System will display the In Hand Salary from the Employee Master.
: Here You can enter the appraisal amount for each component like Basic / HRA / Special Allowance etc. 
: Here System will display columns for any Advance / Loan deduction for the employee and the Statutory compliances applicable under HR Payroll Setup. 
: Here columns will display the employee information about his Posting and Joining details.
: Click on this button to save the values entered by you.
: Click on this button to clear the values without accepting any changes.