Efficient management of extra earnings and deductions is crucial for maintaining accurate payroll processing and ensuring employees are compensated fairly.
This tutorial provides HR professionals and system administrators with a comprehensive guide on how to effectively add, edit, delete, import, export, and filter extra earnings and deductions in the uKnowva HRMS.
By following this guide, you will learn how to handle various types of earnings and deductions, ensuring that your payroll records reflect the most up-to-date information.
Whether you're managing bonuses, commissions, or other adjustments to employee compensation, this tutorial will equip you with the knowledge to streamline employees’ earnings and deductions to enhance overall payroll accuracy.
Let’s get started.
Table of Contents
- Adding new earnings/deductions entries
- Editing new earnings/deductions entries
- Deleting existing earnings/deductions entries
- Importing new earnings/deductions entries in bulk
- Exporting existing earnings/deductions entries
- Filtering earnings/deductions pageview
1. Adding new earnings/deductions entries
To add new earnings or deductions entries, navigate to the Earnings/Deductions page by selecting HR Manager from the main menu on the left-hand side of the page and clicking on Earnings/Deductions from the drop-down menu.
Once on the page, click the Add New button with a plus symbol located at the top right side of the screen. This will open a form where you can enter the details of the new earning or deduction entry.
Fill in the necessary fields, such as Type (Earning or Deduction), Amount, and any other required information. Double-check the details to ensure accuracy.
After completing the form, click Save to add the new entry to the list. If you decide not to proceed, click Cancel to discard the entry and return to the main page.
2. Editing new earnings/deductions entries
To edit an existing earnings or deductions entry, navigate to the Earnings/Deductions page by selecting HR Manager from the main menu and clicking on the Earnings/Deductions option from the menu that opens up.
Find the entry you wish to edit from the given list. Click the Pen icon or button under the Action column to edit the corresponding entry. This will open a form where you can modify details such as the Type (Earning or Deduction), Amount, and other relevant fields.
Make the necessary changes and review the information for accuracy. Once you're done, click Save to apply the updates. If you decide not to make any changes, click Cancel to return to the main list without saving.
3. Deleting existing earnings/deductions entries
To delete an earnings or deductions entry, navigate to the Earnings/Deductions page once again.
Locate the entry you wish to delete in the list. Click the Dustbin icon or button next to that specific entry under the Action column. A confirmation prompt will pop up on the screen, asking if you are sure you want to delete the entry.
If you are sure, click Yes to confirm. If you decide to cancel the action, click No. Once confirmed, the entry will be permanently removed from the list.
4. Importing new earnings/deductions entries in bulk
To import multiple earnings or deductions entries at once, navigate to the Earnings/Deductions page. Find it under the HR Manager master menu, which is on the left panel of your main screen.
At the top-right of the page, click the Import CSV File button to initiate importing. This will prompt you to upload a file that contains the earnings or deductions data in bulk.
As the pop-up opens, you can see the Download CSV Import Template file button. Click it to first create a templatised file that the uKnowva HRMS system accepts for the bulk import.
Fill in the data in that CSV file and then proceed by clicking the Choose File or Browse button on the pop-up window.
Now, select and upload the file from your system. Complete the upload after clicking the Upload CSV file button at the bottom of this pop-up window.
If there is already a file that you want to replace, you have an additional option, Replace Existing Data. Select it while uploading the file and the system will automatically replace the data.
Once successful, the imported entries will appear on the Earnings/Deductions page.
5. Exporting existing earnings/deductions entries
To export existing earnings or deductions entries, navigate to the Earnings/Deductions page by selecting HR Manager from the main menu.
At the top-right side of the page, find and click the Export button. Once clicked, the system will generate a file, containing all the earnings and deductions data listed on the page.
The file will automatically download to your system, allowing you to review, share, or store the information for future reference or reporting purposes.
6. Filtering earnings/deductions pageview
To filter the earnings or deductions entries, go to the Earnings/Deductions page by finding and clicking the HR Manager main menu on the left side panel.
At the top-right corner of the page, you will see a Funnel icon.
Click on this icon to open the filtering options. You can apply filters based on specific criteria such as Type (Earning or Deduction), Date Range, or other relevant fields.
After selecting different fields, click Search to filter the pageview and get the desired list. If you wish to clear the filters and go back to the default pageview, click the Reset button.