Salary Appraisal

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.

Filter Data

: 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

to close/exit the filter form.

Display

: 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.

System will fill the active employee for the Salary Appraisal.

Let us understand the column details of the Table;

Employee Details

: Here columns will display the details of Employees.

Column Name	Description of Columns
Code	Here System will display the code of the Employee.
Employee	Here System will display the Name of the Employee.

CTC

: System will display the CTC from the Employee Master.

In Hand Salary

: System will display the In Hand Salary from the Employee Master.

Salary Components

: 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.

Deductions (Statutory & Finance)

: Here System will display columns for any Advance / Loan deduction for the employee and the Statutory compliances applicable under HR Payroll Setup.

Column Name	Description of Columns
Loan	Here Enter the amount to be deducted against any Loan installment which is pending
Advance	Here Enter the amount taken by employee as Advance which is to be deducted from this month salary.
Tax Deducted at Source	Here Enter the TDS Amount which is to be deducted from this month salary.
ESI	Here System will calculate the ESI Amount for deduction, if ESI is applicable for employee.
Provident Fund	Here System will calculate the PF Amount for deduction, if PF is applicable for employee.
Labor Welfare Fund	Here System will calculate the LWF Amount for deduction, if labor Welfare fund is applicable for employee.
Professional Tax	Here System will calculate the Professional Tax Amount for deduction, if professional tax is applicable for employee.

Employee Details

: Here columns will display the employee information about his Posting and Joining details.

Column Name	Description of Columns
Branch	Here System will display the Branch Name in which Employee is posted.
Department	Here System will display the Department of the Employee.
Designation	Here System will display the Designation of the Employee.
Category	Here System will display the Category of the Employee.
Joining Date	Here System will display the Joining Date of the Employee.

Save

: Click on this button to save the values entered by you.

Cancel

: Click on this button to clear the values without accepting any changes.

You have successfully completed the salary appraisal.

We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!

Disclaimer