How do I generate salaries ?

Working method

Salary slips can be created one by one, but it is obviously more efficient to generate them globally for all employees. For this reason, we recommend that you proceed as follows:

Register modifications

Enter the records of new employees, indicate the date of departure for employees leaving the company, indicate the date of birth of children (for family allowances), modify the amount of salaries or BVG/LPP contributions if there has been a change, etc.

These modifications can be made directly in the employee's record (under the Supplements tab, for example, in the event of the birth of a child), or in their bundle  window (if there is a change in salary amount, for example).

Variables

The fixed Salary Types  assigned to an employee, and which form his or her bundle, are used to calculate all the salaries you ask to create for this employee.

Variables  are also salary types, but are only used to calculate a particular salary record. This is why, when you create them, you must indicate the number of the pay slip for which they will be taken into account.

Entering variables in series

In practice, rather than opening each Employee record in turn, and then the variables window, it's more convenient to use the Variables by Employee command, in the Action menu of the Employees file (or the Variables button, at the bottom of the window).

This takes you directly to the variable entry window, whose title bar indicates which Employee file you're working on.   The Next and Previous buttons allow you to navigate between employee records while remaining in the entry window.   If an employee's variables are systematically repeated with each salary, simply click on the Retrieve... button. This brings up a selection window, at the top of which is a pop-up menu allowing you to choose a previous salary record whose variables you wish to adopt. All you have to do then is modify any different values.

Create salary slips

Lock

First make sure that any previously created salary form are locked. It is not possible to create a new salary form for an employee if a previous form is not locked.

Select the Salaries file in the Data menu and use the Lock command in the Action menu, or click on the Lock button at the bottom of the window.

Closing salaries

Salaries will most often be generated from the employee file. Choose Employees from the Data menu.

For employees for whom you are creating a final salary slip, either because they have left during the year or because this is the last salary for the year, it is necessary to create a "closing" salary slip. In this case, the program must perform certain calculations, taking into account any annual upper limit.

If this is the last salary for the year, all salaries will be closing salaries. Otherwise, if only certain salaries are to be closing salaries during the course of the year, you need to proceed in two stages: first, isolate the employees for whom a normal salary slip is to be drawn up, then repeat the operation for those employees for whom a closing salary is to be requested.

Take the time to familiarize yourself with the manual selection possibilities (Isolate  and Hide  buttons, in the button bar) and operate on a precise set of Employee records.

Salary creation

To create salary records, choose Generate salaries from the Action menu or from the bottom of the main employee window.

If these are closing salaries records, tick the box at the bottom of this dialog. Indicate the Accounting date and the Period concerned. File numbering is automatic if you have not modified the Salaries file options.

When the operation is complete, the records created are displayed on the screen. If any errors are detected, a detailed report is displayed.

Note: It is advisable to check the accuracy of the amounts calculated, especially if these are the first salaries you are creating. To do this, simply open the generated records. The window that appears shows you the salary types that will actually be printed on the salary slip. To check all the types calculated, and in particular the employer's share of the various contributions, tick the Display all box.

Send payment orders

Please refer to the corresponding article .