The idea
Extra earning/deduction (Payroll › Other income/deduction) is where the payroll officer enters what is specific to a month or a person. Enter it before the pay run: the pay run picks up what is entered and not yet paid, then marks it paid so it is not paid twice.
The tabs
| Tab | Use it for |
|---|---|
| Occasional income | A one-off allowance for the period: a bonus, a festival gift |
| Occasional deduction | A one-off deduction for the period |
| PF loan deduction | An amount taken from the employee's pay each month for a loan from their provident fund |
| Attendance based earning | Pay for an item that is worked out from Days present |
| Attendance based overtime approval | Shows hours worked and surplus minutes from attendance for an attendance period. Ask support before you save on this tab; approve overtime through overtime requests (Overtime: request, approval and payment) |
| Absent day entry | Days an employee was absent, to take off salary (Absence, unpaid leave and attendance in payroll) |
| Absentee Payroll Deduction | Late, early-out and absent days chosen from attendance (Absence, unpaid leave and attendance in payroll) |
| Medical tax discount | A medical bill and the relief the employee may claim (Tax rules: slabs, discounts, rebates and relief) |
| Previous income | Pay and tax from a previous employer in the same fiscal year (Tax rules: slabs, discounts, rebates and relief) |
Companies with elected members also see Occasional income (Elected) and Occasional deduction (Elected).
Enter a one-off income or deduction
- Open the tab
- Choose what and when
- Give each employee an amount
- Save
An entry can be edited or deleted until it is paid. Once the pay run has used it, it shows as paid and cannot be changed; deleting the payslip frees it again (Run the month's payroll).
PF loan deduction
Add the employee, the Amount and the Informed date. The amount is taken from every pay run from then on, until you delete the entry. It is shown on the payslip as PFLoanAmount.
Medical tax discount
Enter the employee, the Medical bill amount and the Tax relief amount they claim. The pay run gives the discount against the tax, up to the Medical tax discount limit in Payroll configuration for the year, and never more than the month's tax. Till relief amount shows what has been given so far. In a month when any employee has a medical tax discount, check the tax line of every payslip before approving, and tell support if an employee without a discount shows one.
Previous income
For an employee who joined from another employer part way through the year, enter for that fiscal year the Salary, PF, Gratuity, Taxable allowance, Other income, and what was already taken: Less CIT, Less PF, Remote tax less, Social security tax and Income tax. Penahak adds these to the year's income and takes the tax already paid into account.