How to set up the settings for each payroll

The Jisr system provides the user with the ability to prepare special settings for each payroll in the system. These settings differ from the general settings on the payrolls in the Jisr system, which you can view here.

Note: Only the user who has the permission to prepare the settings for the payroll (Payroll Admin) can do so, noting that each payroll has a person responsible for its settings, which can be specified in the settings within the payroll itself.

Steps to set up the payroll settings:

1- Information

This list shows the data for the payroll, which are:

- Payroll name

- Cut-Off day (Cut-Off Day is the day or limit that is specified as the last day on which any financial transactions that have an impact on the payroll of the month are received)

- Payment date (the target date for depositing or transferring monthly salaries to employees' bank accounts)

- Activate the attendance and departure record confirmation feature as a required step to confirm the payroll or not, and the person who is the attendance and departure manager responsible for approving attendance for this payroll appears and can be modified and another person can be chosen for approval.

- Activate "Share Salary Voucher with Employees" or not, and specify on which day the payroll statement will be sent to employees after confirming the payroll in (days) via email.

2- Employees included

The list of employees in the system appears, which are the employees to be included in the specified payroll

3- Collaborators and rules

In this tab, the review and approval chain is placed within the payroll path

As well as defining the roles and powers for this path, and the roles are as follows: Payroll admin - Payroll viewer - Payroll executer - Payment authorizer - Payroll accountant.

You can learn about each role in detail through the following article from here

There is also another way for the user to be able to define the roles and powers for each path in the general settings of the payroll paths in the system as explained in the article that you can view from here

4- Calculation based

In this tab, the user defines the policies for calculating the effect of additions and deductions in the payroll path by activating it or not, such as:

Confirming the attendance and departure record or not to calculate the payroll path.
Absence deduction and how to calculate it in the payroll
Deduction of delay and how to calculate it in the payroll
Deduction of negligence or early departure and how to calculate it in the payroll
Deduction of incomplete records and how to calculate them in the payroll
Calculating overtime in the payroll
Deduction of labor law violations