Configure Salary Heads
Efficiently managing salary heads is crucial for accurate payroll processing and financial reporting within an organization. This tutorial provides HR and system admins with a step-by-step guide on how to configure, edit, and maintain salary heads in uKnowva HRMS.
Learn how to add new salary heads, edit existing ones, and delete outdated entries with ease. Additionally, discover how to streamline bulk operations through import/export functionality and enhance your search efficiency using the built-in filters.
By the end of this guide, you'll be able to efficiently manage all salary components, ensuring seamless payroll management and compliance with organizational policies.
Table of Contents
- Viewing a Salary Head
- Editing a Salary Head
- Deleting a Salary Head
- Adding a New Salary Head
- Importing Salary Heads
- Exporting Salary Heads
- Searching for a Salary Head
1. Viewing a Salary Head
Go to the HR Manager menu on the left side of the panel and click on the Configure Salary Heads sub-menu.
In the list of salary heads displayed, locate the salary head you wish to view. Click on the Eye icon next to the corresponding salary head under the Action column.
A pop-up will appear, displaying all the details related to that salary head.
2. Editing a Salary Head
In the list of salary heads displayed, find the salary head you want to edit. Click on the Pen icon next to the relevant salary head under the action column.
A new page will open where you can modify the details of the salary head.
Once you have updated the details, click Save to apply the changes, or click Cancel if you wish to discard the edits and return to the previous page.
3. Deleting a Salary Head
To delete an individual salary head, locate the salary head you wish to remove from the list and click the bin icon next to the salary head under the Action column. A confirmation prompt will appear.
Alternatively, to delete multiple salary heads at once, select the checkboxes on the left side of the salary heads you wish to remove. Once the salary heads are selected, click the bin icon at the top right area of the page. Confirm the action by clicking Yes in the confirmation prompt.
This process allows you to efficiently manage salary heads, whether you're removing individual entries or performing bulk deletions.
4. Adding a New Salary Head
On the top right of the screen, click the Add button (represented by a plus symbol).
A new page will open, where you can fill in the necessary details for the new salary head, such as the Title, Short Code, Type, and Category.
Once you’ve completed filling in the information, click Save to add the new salary head to the system. If you wish to cancel and discard the new entry, click Cancel instead.
5. Importing Salary Heads
On the top right side of the page, click the Import .CSV File button. This action will prompt you to upload a file.
Click on choose your file or browse button on the window that pop-ups and then select the appropriate CSV file containing the salary head data you wish to import.
Ensure that the file adheres to the required format. You can also download a sample template file to ensure the format by clicking the Download CSV Import Template File button in the pop-up window.
Once you’ve selected the file, click the Upload CSV File button to initiate the import process.
A confirmation message will appear, indicating the successful import of the salary heads.
6. Exporting Salary Heads
Go back to the Configure Salary Heads page.
On the top-right corner of the page, find and click the Export button. This will generate a downloadable file containing all the salary head data currently available in the system.
7. Searching for a Salary Head
At the top of the salary heads list, you will find a search bar. Click on this search field to enter keywords related to the salary head you are looking for, such as the Title or Short Code.
Click the Search button to apply the filter or the Reset button to clear it.
Conclusion
Configuring salary heads in uKnowva HRMS is a straightforward process that simplifies payroll management and ensures compliance with organizational policies.
By following the steps in this guide, you can efficiently view, edit, delete, add, import, export, and search for salary heads.
These features enable HR and system admins to maintain accurate and organized salary components, streamlining payroll workflows and enhancing overall efficiency.
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