70 terms. Underlined words in the articles open these definitions.
- Absent day entry absent days
Days an employee was absent, entered by hand to take off salary.
Entered on Other income and deduction (Absence, unpaid leave and attendance in payroll).
- Accumulated leave is accumulated, carry forward, carry-forward
A leave type whose unused days carry into the next attendance year.
Marked on the leave rule; the carry is worked out when you add the next year with Calculate attendance opening (How leave works: types, rules, balance and carry-forward).
See How leave works: types, rules, balance and carry-forward, Set up attendance: company limits and the attendance year
- Advance advances, loan, loans, advance loan
Money given to an employee against pay and recovered in installments, with interest for some types.
Passes four steps: request, request approval, payment approval, issue (Ask for, approve and issue a loan or advance).
See Ask for, approve and issue a loan or advance, Loan and advance types
- Allowance allowances
A payroll item that adds to pay, for a designation or for one employee.
Based on salary, salary and grade, a fixed amount, a monthly rate or days present (Allowances and deductions: by designation and by employee).
See Allowances and deductions: by designation and by employee, Payroll items: the allowances and deductions you can use
- Annual tax projection tax projection, projected tax
The tax for the whole year estimated from the months paid and the months to come.
Each month's tax is the year's tax less what was charged, divided by the months left (How a payslip is worked out, Payroll reports).
- Attendance based payroll attendance based payroll system, absentee payroll deduction
A company setting that takes late, early-out and absent days from attendance into pay.
The payroll officer chooses the days on Absentee Payroll Deduction (Absence, unpaid leave and attendance in payroll).
- Attendance period attendance periods
One month of the attendance year, used to choose the days a report or a deduction covers.
Made from the attendance year's dates (Set up attendance: company limits and the attendance year).
See Set up attendance: company limits and the attendance year
- Attendance year attendance fiscal year, attendance years
The year attendance and leave are counted in. Only one is active, and years may not overlap.
Added on Leave management setting, with its months. It is separate from the accounting fiscal year (Set up attendance: company limits and the attendance year).
See Set up attendance: company limits and the attendance year
- Candidate candidates
A person who has been sent an offer and fills in their own profile before becoming an employee.
The candidate gets a link by email, enters the code sent to them, and completes a profile. HR then sends the appointment letter and converts them (Hire: offer, candidate profile, appointment and conversion).
See Hire: offer, candidate profile, appointment and conversion
- CIT citizen investment trust
A saving deducted each month, as a percentage of taxable salary or a fixed amount set per employee.
It reduces taxable income up to a limit (An employee's payroll details, Tax rules: slabs, discounts, rebates and relief).
See An employee's payroll details, Tax rules: slabs, discounts, rebates and relief
- Compensatory leave time off in lieu, bank overtime
Time off earned instead of overtime pay.
A compensatory leave type must be paid. Bank overtime on an overtime request marks overtime that is not paid with salary (Overtime: request, approval and payment).
See Overtime: request, approval and payment, Set up leave types and rules
- Deduction deductions
A payroll item that takes from pay. It may reduce taxable income or be taken after tax.
Based on salary, salary and grade, a fixed amount or per day (Allowances and deductions: by designation and by employee).
See Allowances and deductions: by designation and by employee, Payroll items: the allowances and deductions you can use
- Designation designations
The post an employee holds. Salary and the allowances and deductions are set by designation.
A promotion changes the designation from an effective date; payroll pays each part of a month at the designation that applied (Promote or transfer an employee, Designation salary and grades).
See Promote or transfer an employee, Designation salary and grades
- Designation salary salary table
A designation's basic salary and grade amounts, effective from a pay period.
A new row ends the old one (Designation salary and grades).
- Device user id
The number the attendance device knows the employee by. It ties a punch to the employee.
Entered on the employee's Profile tab (Attendance devices and RFID cards).
See Attendance devices and RFID cards, How attendance is recorded
- Difference salary
A separate payslip for the extra pay of a month already paid, after a back-dated rise.
Made with Quick on Payroll generate (Run the month's payroll).
- Disciplinary action disciplinary
A recorded incident in three steps: incident, observation, conclusion.
The employee is notified and can add an explanation (Disciplinary action and job tasks).
- Draft approval process, disapproved
Payslip statuses before approval: Draft, Approval Process and Disapproved. An Approved payslip is locked.
- Elected member elected members
A person paid as an elected representative, with a party in place of a department.
Available to companies licensed for elected-member payroll, with their own pay run (Elected members and their pay).
- Employee record employee records
The one record that holds a person's details, job, reporting line and pay settings.
Everything else in People reads it: attendance, leave, payroll and approvals. Employees are added from the hiring process or an Excel import (The employee record).
- Employee sub-ledger sub-ledger
An accounting sub-ledger made for each employee, so the books show what is owed to each person.
Made when the employee's Payroll details are saved (An employee's payroll details, What payroll posts to Accounting).
See An employee's payroll details, What payroll posts to Accounting
- Floating holiday floating holidays
An optional holiday: it counts only for an employee who asked for it and was approved.
Requested on Employee request › Holiday request (Holidays and floating holidays).
- Grace minutes grace checkin minutes, grace checkout minutes
Minutes of lateness or early leaving that are forgiven.
Set on the company's Attendance configuration (up to 60). A day is Missed only when the shortfall is more than the grace (How attendance is recorded).
See Set up attendance: company limits and the attendance year, How attendance is recorded
- Grade grades, technical grade
A step added to basic salary, in units of the grade amount, up to the maximum salary.
Entered on the employee's Payroll details (Designation salary and grades).
- Gratuity monthly gratuity
A payment set aside each month as a percentage of salary, by the company and the employee.
Switched on in Payroll configuration and per employee (Payroll configuration).
- Grievance grievances
A complaint recorded, reviewed in levels and closed with a conclusion.
Recorded on Grievance (Grievances).
See Grievances
- Holiday holidays
A day nobody is expected at work. It never counts as absent or as leave.
Listed once as a holiday, then given dates for each attendance year and branch (Holidays and floating holidays).
- Job task quick task, job tasks
A task assigned to an employee with a priority and a due date, which they mark completed.
Assigned on the employee's page (Disciplinary action and job tasks).
- Job type job types
The kind of employment (for example permanent or contract). Leave rules are set per job type.
Chosen on the employee's profile. A leave rule gives each job type its days of each leave type (Set up leave types and rules).
- Leave mode
Whether a leave type is paid or unpaid. Unpaid days are taken off salary.
Set on the leave type (Set up leave types and rules, Absence, unpaid leave and attendance in payroll).
See Set up leave types and rules, Absence, unpaid leave and attendance in payroll
- Leave rule leave rules
The days of one leave type a job type gets in an attendance year.
Also says whether unused days accumulate (Set up leave types and rules).
See Set up leave types and rules, How leave works: types, rules, balance and carry-forward
- Leave type leave types
A kind of leave, with a code and a mode: paid or unpaid.
Added once; each year's days come from leave rules (Set up leave types and rules).
See Set up leave types and rules, How leave works: types, rules, balance and carry-forward
- Loan override advance loan override
A different installment for one month: lower, or 0 to skip it with no interest.
Entered before the pay run (How loan installments and interest are taken from pay).
- Manual timesheet manual attendance
A day's check-in and check-out entered by hand. One per employee per day, never on a day of leave.
Entered by HR or by an employee who has the permission (Manual timesheet).
See Manual timesheet
- Medical tax discount
A discount against tax for a medical bill, up to a yearly limit.
Entered per employee on Other income and deduction (Extra income and deduction: one-off items, PF loan, medical discount, previous income, Tax rules: slabs, discounts, rebates and relief).
See Extra income and deduction: one-off items, PF loan, medical discount, previous income, Tax rules: slabs, discounts, rebates and relief
- Net salary net amount
What is left to pay the employee after deductions and tax.
Shown at the foot of the payslip (Reading a payslip).
- Offer letter offer
The offer sent to a candidate, with the designation, gross salary and expected date of joining.
Created on Human resource process; the link can be resent until the candidate has finished (Hire: offer, candidate profile, appointment and conversion).
See Hire: offer, candidate profile, appointment and conversion
- Office visit official visit, office visits
Time on duty outside the office. Approved days count as Official Visit, not absent.
Asked for with a visit type, dates, location and purpose (Office visit requests).
- Opening balance leave opening balance, leave opening
Leave days an employee already has: the balance a request uses after the year's own days.
Entered by HR, or worked out for accumulated leave when a new year is added (Opening leave balances).
See Opening leave balances, How leave works: types, rules, balance and carry-forward
- Overtime remuneration rule overtime rule, overtime rules
What overtime pays for a branch and designation. The supervisor picks one when approving overtime.
Kept on Human resource setting (Human resource settings, Overtime: request, approval and payment).
See Human resource settings, Overtime: request, approval and payment
- Pay period payslip period, pay month
One month of the fiscal year, for which a payslip is made.
The year is always treated as 12 pay months when tax is projected (How a payslip is worked out).
- Pay run payroll run, payroll generate, generate payroll
The step that makes a draft payslip for each selected employee for one pay period.
Done on Payroll generate (Run the month's payroll).
- Payroll configuration
The company-wide payroll settings: PF or SSF, tax limits, absence rules and the ledgers.
Two tabs: General settings and Ledger settings (Payroll configuration).
- Payroll item payroll items, payroll head
One named allowance or deduction, such as House rent. It gets its own ledger.
Created once on Payroll setup › Payroll item (Payroll items: the allowances and deductions you can use).
See Payroll items: the allowances and deductions you can use
- Payroll JV payroll journal, payroll voucher
The journal voucher that posts approved payslips to Accounting.
Made on the Payroll JV tab with Create voucher all (What payroll posts to Accounting).
- Payslip payslips, payroll sheet
One employee's pay for one month: income, deductions, tax and net salary.
Starts as a draft and is locked when approved (Reading a payslip, Recommend, approve or disapprove payslips).
See Reading a payslip, Recommend, approve or disapprove payslips
- PF loan deduction PF loan
An amount taken each month for a loan from the employee's provident fund, until the entry is deleted.
Entered on Other income and deduction (Extra income and deduction: one-off items, PF loan, medical discount, previous income).
See Extra income and deduction: one-off items, PF loan, medical discount, previous income
- Previous income previous employer income
Pay and tax from a previous employer in the same fiscal year, added so the year's tax is right.
Entered on Other income and deduction (Extra income and deduction: one-off items, PF loan, medical discount, previous income).
See Extra income and deduction: one-off items, PF loan, medical discount, previous income, Tax rules: slabs, discounts, rebates and relief
- Promotion promotions
A change of designation from an effective date. The old designation is kept as history.
A promotion part way through a pay month splits the pay at the effective date (Promote or transfer an employee).
- Provident fund PF
A retirement fund funded by a percentage of salary from the company and the employee.
A company uses PF or SSF. The percentages are on Payroll configuration (Payroll configuration).
- Punch punches
One touch on a device. The first of the day is the check-in and the last the check-out.
Sent to Penahak by the device's own software (Attendance devices and RFID cards).
See Attendance devices and RFID cards, How attendance is recorded
- Remote tax rebate remote area rebate
A monthly tax rebate for employees in a remote-area category.
Categories are kept on Payroll setup › Remote tax rebate (Tax rules: slabs, discounts, rebates and relief).
- Reporting person manager of the employee
The employee's manager. Their requests reach this person's approval list.
Set on the employee's Optional tab. A manager also sees the employees of the departments they manage (Who approves what).
- Requested to
The person a request is sent to, who is told and is expected to decide it.
On leave, overtime, office visit and holiday requests (Who approves what).
- Roster shift management, rosters
A shift's times, weekends and breaks for a branch and a range of dates.
Entered on Shift management; employees are mapped to a roster on Employee shift (Shifts: the shift, its roster, employees and overrides).
- Salary approver advance approver, payment approver, approver info
A person chosen per branch to approve payslips, loan requests or loan payments.
Chosen on the Company page, Approver tab: an Approver group of the branch given the module on Module (Who approves what).
See Who approves what, Recommend, approve or disapprove payslips
- Secretariat secretariat sachib
A post in the elected body's office whose pay is run and posted on its own tabs.
Managed on Elected member setting; its pay has its own list and Secretariat JV tab (Elected members and their pay).
- Shift shifts
A named working pattern, such as Morning, with its code.
A shift gets its times and weekends from a roster (Shifts: the shift, its roster, employees and overrides).
- Shift override shift day override, shift weekend override
A change to one employee's shift for a day, or to their weekend days.
Needs the employee to be mapped to a shift on that date (Shifts: the shift, its roster, employees and overrides).
- Social security fund SSF
The alternative to PF: a fund funded by percentages of salary. An SSF employee pays no SST in this calculation.
Chosen as SSF Based on Payroll configuration; an employee can be left out (Payroll configuration).
- Social security tax SST
The first tax slab, charged on the first part of taxable income.
Entered as the first row of the Tax rule (Tax rules: slabs, discounts, rebates and relief).
- Tax discount rule tax discount
A discount for a group of employees (for example for impairment), in the taxable amount or in the tax.
One per type for each fiscal year (Tax rules: slabs, discounts, rebates and relief).
- Tax rule for tax group
Whether an employee uses the Single or the Married slabs.
Set on the employee's Payroll details; empty follows the marital status (An employee's payroll details).
See An employee's payroll details, Tax rules: slabs, discounts, rebates and relief
- Tax slab tax slabs, tax rule, slab
A band of income with its tax percentage. Slabs are entered for each fiscal year, for Single and Married.
Penahak carries no tax table of its own (Tax rules: slabs, discounts, rebates and relief).
- TDS tax deducted at source
Tax taken at source on allowances marked TDS-able, at the TDS percentage of the configuration.
Set per payroll item and on Payroll configuration (Payroll items: the allowances and deductions you can use).
See Payroll items: the allowances and deductions you can use, Payroll configuration
- Transfer transfers
A change of branch and department from an effective date.
The employee's login moves to the new branch as well (Promote or transfer an employee).
- Unpaid leave
Leave of an unpaid type. Each approved day is taken off salary when the company deducts it.
Controlled by Deduct unpaid leave salary (Absence, unpaid leave and attendance in payroll).
See Absence, unpaid leave and attendance in payroll, Set up leave types and rules
- Variable allowance variable type, variable allowance rate
An allowance worked out as quantity times a rate you set each month.
With no rate for the month it pays 0 (Payroll items: the allowances and deductions you can use).
See Payroll items: the allowances and deductions you can use
- Work status status type
Whether the employee is working, has left, and so on. Only working employees are paid.
Changed on the employee list with Status, with an effective date and a note. Only a working employee appears on the pay run and gets leave carried into a new year (The employee record).
- Year till date YTD
Totals of the fiscal year so far, up to this payslip.
Shown on the payslip sheet (Reading a payslip).