Setting Up Payroll Policies

1. Navigate to: Admin Panel > Payroll > Policies.

2. Click Add New Payroll Policy.

3. Fill in the required fields:

   • Name: Provide a unique policy name.

   • Currency: Select the applicable currency.

   • Duration: Choose the policy duration (e.g., Monthly, Bi-Weekly).

   • Authorized Roles: Assign roles authorized to manage this policy.

4. Click Save and Continue to proceed to the Field Configurations window.

In the Field Configurations window:

• Define required data points across three sections:

  • Global Fields for static data points (e.g., OT Rate, Fixed Deductions).

  • Employee-Specific Fields for data unique to employees (e.g., Salary, Allowances).

  • Pay Cycle-Specific Fields for data varying by pay cycle (e.g., OT Hours, Reimbursements).

5. For each section:

   • Select the relevant tab.

   • Click Configure Fields, then Add New to create a field.

   • Fill in the details (e.g., Field Name, Field Type, Decimal Places) and click + Create.

   • Repeat until all required fields are added.

6. Click Next to proceed to the Pay Model window.

In the Pay Model window:

• Click Add Pay Component to define calculation rules for payroll items (e.g., Gross Pay).

• Specify the component details, including Name, Operation, Fields, and any conditional evaluation.

• Save the component and adjust the evaluation order if necessary using the Set Evaluation Order button.

7. Click Next to proceed to Payroll Reports.

In the Payroll Reports window:

• Customize the Pay Slip report by editing fields displayed under Earnings and Deductions.

• Optionally, create additional reports using the Create Report Template option.

8. Click Finish to save the payroll policy.