工资单

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.

To pay

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

每张工资单都列出了个人工资单的 参考 编号、 员工 名称、 批次名称、 公司 、 基本工资、毛工资、 净工资 和工资单 状态。

点击单个工资单条目，查看该工资单的详细信息。

Create a new payslip

可从 待支付工资单 页面或 员工工资单 页面创建新的工资单。

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.

工资单表格

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

在工资单上填写以下信息：

• 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.

  注解

  It is recommended to only create payslips for employees that are already in the database. If there is no current employee record (and therefore no employee contract) it is recommended to create the new employee in the Employees application before creating payslips for that employee. Refer to the new employee documentation for instructions on how to add an employee.

• 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.

  重复此过程以修改工资单的结束日期。这些字段为 必填。

• 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.

注解

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.

重要

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.

工作日和输入选项卡

• 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.

工资计算选项卡

• 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.

其他信息选项卡

• 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.

注解

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.

Next, the payment must be sent to the employee. To do this, click the Register Payment button. Doing so reveals a pop-up form, in which the desired Bank Journal that the payment should be made against must be selected from a drop-down menu. Then, click the Confirm button to confirm the journal, and return to the payslip.

重要

In order for a payslip to be paid, the employee must have a bank account entered in their contact information. If there is no bank information, a payslip cannot be paid, and an error appears when the Make Payment button is clicked. Banking information can be found in the Private Information tab on the employee’s card in the Employees app. Edit the employee card, and add banking information, if it is missing.

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.

小技巧

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

要查看警告，请导航至 薪酬管理应用程序 ‣ 仪表板。警告显示在仪表板的左上角。

警告按类型分组，如 没有运行合同的员工 或 没有银行账号的员工。点击警告可查看与该特定问题相关的所有条目。

如果警告未得到解决，则在工资单处理过程中的任何时刻都可能会出现错误。错误出现在弹出窗口中，并提供错误的详细信息以及解决方法。

All payslips

要查看所有工资单（无论状态如何），请转到 薪酬管理应用程序 ‣ 工资单 ‣ 所有工资单。加载 员工工资单 页面，在默认嵌套列表视图中按批次显示所有工资单。

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.

批次中工资单的数量写在批次名称后面的括号内。每张工资单的 状态 出现在最右侧，显示以下状态选项之一：

• 草稿：已创建付款单，由于金额未计算，因此仍有时间进行编辑。

• 等待中：工资单已经计算完毕，工资明细可以在 工资计算 选项卡中找到。

• 完成：工资单已计算并准备好支付。

• 已付款：员工已收到工资。

点击单张工资单可在单独页面上查看该工资单的详细信息。使用面包屑菜单，点击 员工工资单 返回所有工资单的列表视图。

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.

To print PDF versions of payslips from the Payslips to Pay or Employee Payslips pages, first select the desired payslips by clicking on the individual checkbox to the left of each payslip to be printed. Or, click the box to the left of the Reference column title, which selects all visible payslips on the page. Then, click the Print button to print the payslips.

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.

To export only select payslips, first select the payslips to be exported from the list. Then, click the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart button appears in the top-center of the page, indicating the number of selected payslips. Then, click the ⚙️ (gear) Actions icon in the top-center of the page, and click Export.

注解

待付款 和 所有付款单 均显示每张付款单的所有详细信息。

批量

To view payslips in batches, navigate to Payroll app ‣ Payslips ‣ Batches to display all the payslip batches that have been created. These payslip batches are displayed in a list view, by default.

Each batch displays the Name, Date From and Date To dates, its Status, the number of payslips in the batch (Payslips Count), and the Company.

创建新批次

To create a new batch of payslips from the Payslips Batches page (Payroll app ‣ Payslips ‣ Batches), click the New button in the top-left corner. Doing so reveals a blank payslip batch form on a separate page.

On the new payslip batch form, enter the Batch Name.

接下来，选择批处理适用的日期范围。点击其中一个 时段 字段，弹出一个日历窗口。在弹出的日历窗口中，导航到正确的月份，然后点击批处理开始和结束日期的相应日期。

当前公司将填充 公司 字段。如果在多公司环境下操作，则**不可能**从表单中修改 公司。必须在数据库中为所需公司创建批次。

处理批次

Click on an individual batch to view the details for that batch on a separate page. On this batch detail page, different options (buttons) appear at the top, depending on the status of the batch:

• New status: batches without any payslips added to them have a status of New. The following button options appear for these batches:

  

  • Add Payslips: click the Add Payslips button to add payslips to the batch, and an Add Payslips pop-up window appears. Only payslips that can be added to the batch (payslips not currently part of a batch) appear on the list.

    Select the desired payslips by clicking the checkbox to the left of each payslip name, then click the Select button to add them to the batch. Once payslips are selected and added to the batch, the status changes to Confirmed.

  • Generate Payslips: after payslips have been added to the batch, click the Generate Payslips button to process the payslips and create individual payslips in the database.

    A Generate Payslips pop-up window appears. If only a specific Salary Structure and/or specific Department is desired to make payslips for, select them from the corresponding drop-down menus. If no selections are made, then all payslips listed in the pop-up window are processed as usual.

    Click the Generate button to create the payslips. The Generate Payslips button changes to a Create Draft Entry button, and the status changes to Confirmed.

• Confirmed status: batches that have been created and have payslips in them, but the payslips have not been processed, have a status of Confirmed. The following two button options appear for these batches:

  

  • Create Draft Entry: click the Create Draft Entry button to confirm the individual payslips (and the batch), and create a draft of the payslips. The batch now has a status of Done.

  • Set to Draft: if at any point the batch needs to be reverted back to a status of New, click the Set to Draft button. This action does not remove any payslips that have already been added to the batch.

• Done status: batches with confirmed payslips in them have a status of Done. The following button options appear for these batches:

  

  • Create Payment Report: click the Create Payment Report button, and a Select a bank journal pop-up window appears. Select the correct bank journal from the drop-down menu.

    The batch name appears in the File name field, but this can be modified, if desired. Finally, click Confirm to process the payslips, and pay the employees.

  • Mark as paid: after the payments have been created via the Create Payment Report button, the payslips need to be marked as paid in the database.

    Click the Mark as paid button, and the status of the batch changes to Paid.

  • Set to Draft: if at any point the batch needs to be reverted back to a status of New, click the Set to Draft button. This action does not remove any payslips that have already been added to the batch.

• Paid status: batches that have been completed have a status of Paid. No other button options appear for this status.

  

On the batch detail page, the individual payslips in the batch are accessible, via the Payslips smart button, located above the batch information, in the center. Click the Payslips smart button to view a list of all the individual payslips.

Use the breadcrumb menu to navigate back to the individual batch detail page, or back to the list of all batches.

Generate warrant payslips

Commissions are paid to employees in Odoo using warrant payslips.

Warrant payslips can be generated directly from the Payslips Batches page (Payroll app ‣ Payslips ‣ Batches).

First, select the desired batches by clicking the box to the left of each batch for which commission payslips should be created. Next, click the Generate Warrant Payslips button at the top of the page.

Doing so reveals a Generate Warrant Payslips pop-up window, in which the necessary information must be filled out.

In this pop-up window, click on the drop-down menus, located beside the Period field, to reveal calendar pop-up windows. On these calendar pop-up windows, select the desired period for which the payslips are being generated. Using the < (left) and > (right) arrow icons, navigate to the correct month, and click on the date to select it.

In the Department field, select the desired department from the drop-down menu.

When a department is selected, the employees listed for that department appear in the Employee section.

Under the Employee section, enter the Commission Amount for each employee in the far-right column. To remove an employee, click the 🗑️ (trash) icon to remove the line.

Add a new entry by clicking Add a Line, and entering the Employee and the appropriate Commission Amount.

Click the Upload your file button to add a file, if necessary. Any file type is accepted.

Once all the commissions are properly entered, click the Generate Payslips button to create the warrant payslips in a batch.

处理批次 的方式与完成付款流程的典型批次相同。