Phiếu lương

Payslips are generated by payroll officers through the Payroll application.

The Payslips drop-down header of the Payroll application consists of three sections: To Pay, All Payslips, and Batches.

These three sections provide all the tools needed to create payslips for employees, including individual payslips, a batch of payslips, or commission payslips.

Cần thanh toán

Click on Payroll app ‣ Payslips ‣ To Pay to see the payslips that need to be paid.

Each payslip lists the Reference number for the individual payslip, the Employee name, the Batch Name, the Company, the Basic Wage, Gross Wage, Net Wage, and the Status of the payslip.

Click on an individual payslip entry to view the details for that individual payslip.

Create a new payslip

A new payslip can be created from either the Payslips To Pay page or the Employee Payslips page.

Create a new payslip by clicking the New button in the top-left corner.

A blank payslip form is loaded, where the necessary payslip information can be entered.

Payslip form

On the blank payslip form, several fields are required. Most of the required fields auto-populate after an employee is selected.

Fill out the following information on the payslip form:

• Employee: type in the name of an employee, or select the desired employee from the drop-down list in this field. This field is required.

  Ghi chú

  Chỉ nên tạo phiếu lương cho nhân viên đã có trong hệ thống. Nếu chưa có hồ sơ nhân viên (và do đó không có hợp đồng lao động), cần tạo nhân viên mới trong ứng dụng Nhân viên trước khi có thể tạo phiếu lương cho nhân viên đó. Tham khảo tài liệu về nhân viên mới để biết hướng dẫn chi tiết về thêm một nhân viên.

• Period: the first day to the last day of the current month auto-populates the Period fields by default. The dates can be changed, if desired.

  To change the start date, click on the first date in the Period field to reveal a pop-up calendar. On this calendar, use the < (less-than) and > (greater-than) icons to select the desired month. Then, click on the desired day to select that specific date.

  Repeat this process to modify the end date for the payslip. These fields are required.

• Contract: using the drop-down menu, select the desired contract for the employee. Only the available corresponding contracts for the selected employee appear as options. This field is required.

• Batch: using the drop-down menu in this field, select the batch of payslips this new payslip should be added to.

• Structure: using the drop-down menu, select the salary structure type. Only the corresponding structures associated with the selected contract for the employee appear as options.

  If no employee and/or no contract is selected yet, all available Structures appear in the list. Once an employee and/or contract is selected, any unavailable Structures set for that employee and/or contract do not appear. This field is required.

Ghi chú

Typically, after making a selection in the Employee field, Odoo auto-populates all other required fields (besides the Period field), but only if that information is already on that employee's form in the Employees app.

Quan trọng

If modifications to auto-populated fields are made, it is recommended to check with the accounting department to ensure every entry that affects the Accounting application is correct.

Worked days & inputs tab

• Worked Days: the entries under Worked Days (including the Type, Description, Number of Days, Number of Hours, and Amount) are automatically filled in, based on what was entered for the Period, Contract, and Structure fields of the payslip form.

• Other Inputs: additional inputs affecting the payslip can be entered in this section, such as deductions, reimbursements, and expenses.

  Click Add a line to create an entry in the Other Inputs section.

  Using the drop-down menu in the Type column, select a Type for the input. Next, enter a Description, if desired. Lastly, enter the amount in the Count field.

Salary computation tab

• Salary Computation: the Salary Computation tab is automatically filled in after the Compute Sheet button is clicked. Doing so displays the wages, deductions, taxes, etc. for the entry.

Other info tab

• Payslip Name: type in a name for the payslip in this field. The name should be short and descriptive, such as (Employee Name) April 2023. This field is required.

• Company: select the company the payslip applies to using the drop-down menu in this field. This field is required.

• Close Date: enter the date that the payment is made to the employee in this field.

  Click in the field to reveal a calendar pop-up window. Using the < > (less-than/greater-than) icons, navigate to the desired month and year.

  Then, click on the desired date to select it.

• Date Account: enter the date on which the payslip should be posted in this field.

• Salary Journal: this field auto-populates after selecting an existing Employee. This field cannot be edited, as it is linked to the Accounting application. This field is required.

• Accounting Entry: if applicable, this field is automatically populated once the payslip is confirmed. This field cannot be modified.

• Add an Internal Note...: any note or reference message for the new entry can be typed in this field.

Process the new payslip

When all the necessary information on the payslip is entered, click the Compute Sheet button. Upon doing so, all the information on the payslip is saved, and the Salary Computation tab auto-populates, based on the information on the employee's contract or attendance records.

If any modifications need to be made, first click the Cancel button, then click the Set to Draft button. Make any desired changes, then click the Compute Sheet button once again, and the changes are reflected in the Worked Days and Salary Computation tabs.

Once everything on the payslip form is correct, click the Create Draft Entry button to create the payslip.

Then, a confirmation pop-up window appears, asking Are you sure you want to proceed?. Click OK to confirm.

Ghi chú

The database may need to be refreshed for the payslip and email to appear.

To print the payslip, click the Print button. To cancel the payslip, click the Cancel button.

Tiếp theo, khoản thanh toán phải được gửi đến nhân viên. Để thực hiện, nhấp vào nút Ghi nhận thanh toán. Thao tác này sẽ hiển thị biểu mẫu bật lên, trong đó cần chọn Sổ nhật ký ngân hàng mong muốn để thực hiện thanh toán từ menu thả xuống. Sau đó, nhấp vào nút Xác nhận để xác nhận sổ nhật ký và quay lại phiếu lương.

Quan trọng

Để một phiếu lương có thể được thanh toán, nhân viên bắt buộc phải có thông tin tài khoản ngân hàng trong phần thông tin liên hệ. Nếu không có thông tin ngân hàng, phiếu lương không thể thanh toán được và hệ thống sẽ hiển thị lỗi khi nhấp vào nút Thanh toán. Thông tin ngân hàng có thể được tìm thấy trong tab Thông tin cá nhân trên thẻ nhân viên trong ứng dụng Nhân viên. Chỉnh sửa thẻ nhân viên và thêm thông tin ngân hàng nếu thiếu.

Odoo automatically checks bank account information. If there is an error with the employee's listed bank account, an error appears in a pop-up window, stating, The employee bank account is untrusted. If this error appears, update the employee's bank account information on their Employee Form.

If a payment needs to be cancelled or refunded, click the corresponding Cancel or Refund button, located at the top-left of the screen.

Mẹo

Before processing payslips, it is best practice to check the Warnings section of the Payroll app dashboard. Here, all possible issues concerning payroll appear.

To view the warnings, navigate to Payroll app ‣ Dashboard. The warnings appear in the top-left corner of the dashboard.

Warnings are grouped by type, such as Employees Without Running Contracts or Employees Without Bank account Number. Click on a warning to view all entries associated with that specific issue.

If the warnings are not resolved, at any point in the payslip processing process, an error may occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve them.

All payslips

To view all payslips, regardless of status, go to Payroll app ‣ Payslips ‣ All Payslips. The Employee Payslips page loads, displaying all payslips, organized by batch, in a default nested list view.

Click on the ▶ (right arrow) next to an individual batch name to view all the payslips in that particular batch, along with all the payslip details.

The number of payslips in the batch is written in parenthesis after the batch name. The Status for each individual payslip appears on the far-right side, indicating one of the following status options:

• Draft: the payslip is created, and there is still time to make edits, since the amounts are not calculated.

• Waiting: the payslip has been calculated, and the salary details can be found in the Salary Computation tab.

• Done: the payslip is calculated and ready to be paid.

• Paid: the employee has been paid.

Click on an individual payslip to view the details for that payslip on a separate page. Using the breadcrumb menu, click Employee Payslips to go back to the list view of all payslips.

A new payslip can be created from the Employee Payslips page, by clicking the New button in the upper-left corner. Doing so reveals a separate blank payslip form page. On that blank payslip form page, enter all the necessary information, as described in the Create new payslips section.

Để in bản PDF phiếu lương từ trang Phiếu lương cần thanh toán hoặc Phiếu lương của nhân viên, trước tiên hãy chọn các phiếu lương mong muốn bằng cách nhấp vào hộp kiểm bên trái của từng phiếu lương cần in. Hoặc nhấp vào hộp kiểm bên trái tiêu đề cột Tham chiếu để chọn tất cả phiếu lương hiển thị trên trang. Sau đó, nhấp nút In để in các phiếu lương.

Payslips can also be exported to an Excel spreadsheet. To export all payslips, click on the ⚙️ (gear) icon at the end of the words Employee Payslips in the top-left corner. This reveals a drop-down menu. Click Export All to export all payslips to a spreadsheet.

Để chỉ xuất những phiếu lương đã chọn, trước tiên hãy chọn các phiếu lương cần xuất từ danh sách. Sau đó, nhấp vào hộp kiểm ở bên trái mỗi phiếu lương để chọn phiếu lương đó. Khi chọn xong, một nút thông minh sẽ xuất hiện ở giữa phía trên của trang, cho biết số lượng phiếu lương đã chọn. Sau đó, nhấp vào biểu tượng ⚙️ (bánh răng) Tác vụ ở giữa phía trên của trang và chọn Xuất.

Ghi chú

Both To Pay and All Payslips display all the detailed information for each payslip.