Deducciones salariales¶
Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose, whether voluntary or required.
When the deduction is voluntary, they are typically considered deductions. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a wage garnishment. In Odoo, these are all universally called salary attachments.
Note that salary attachments could also be used to give recurring amounts of money to employees, like a bonus divided in multiple payments.
Tipos de deducción salarial¶
To view the currently configured salary attachment types, navigate to . This displays all other salary inputs, not just the various salary attachments.
The three default salary attachment types that appear in this list are: Attachment of Salary, Assignment of Salary, and Child Support.
Each salary attachment type displays the Name of the attachment type, and the Code used when calculating payslips.
Create new salary attachment types¶
Peligro
Upon installation of the Payroll application, the preconfigured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed localization package.
It is not recommended to alter or modify any of the preconfigured salary attachment types, especially if they have been previously used on payslips in the database. Doing so may affect various salary rules, and can prevent the creation of payslips.
A new salary attachment type can be created, but this should only be done when absolutely necessary. A salary attachment type needs to be linked to a salary rule in order to be considered in the salary computation.
To make a new type of salary attachment, click the New button, and a blank Other Input Types form loads. Enter the Description for the new salary attachment type in the corresponding field. Next, tick the Available in attachments checkbox, indicating it is available to use as a salary attachment. Enter the Code used in the salary rules to compute payslips. Lastly, if the salary attachment type should only be used in a specific payroll structure, use the drop-down menu in the Available in Structure field, and select the specific structure.
Create a salary attachment¶
All salary attachments must be configured separately for each employee, for each type of salary attachment. To view the currently configured salary attachments, navigate to .
All salary attachments appear in a default list view, and displays the name of the Employees, Description, the salary attachment Type, the payslips Amount, Start Date, and current Status.
At the end of each line is a Related Payslips button. Click this to view all payslips containing the corresponding salary attachment.
To create a new salary attachment, click the New button in the top-left corner, and a blank Salary Attachment form loads. Enter the following information on the form:
Employees: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field.
Description: Enter a short description of the salary attachment.
Type: Using the drop-down menu, select the specific salary attachment type.
Start Date: Using the calendar selector, select the date the salary attachment goes into effect.
Estimated End Date: This field is not modifiable, and only appears after the Payslip Amount field is populated. This field is the estimated date when the salary attachment is completed. Today’s date populates the field by default. Then, when the Total Amount field is populated, this date is updated.
Document: If any documentation is needed, such as a court order, click the Upload your file button, and a file explorer window loads. Select the desired document to attach it to the record. Only one document can be attached to a salary attachment.
No End Date: Tick this checkbox if the salary attachment runs indefinitely. If ticked, the Total Amount field is hidden from view.
Payslip Amount: Enter the amount taken out of each paycheck in this field.
Total Amount: Enter the total amount to be paid for the salary attachment. Note that this field only appears if the No End Date option is not ticked.
Negative Amount: Tick this checkbox if the salary attachment
Occurrences: This field is not editable, and only appears once both the Payslip Amount and Total Amount fields are populated. The number indicates the amount of payslips needed to complete the salary attachment.
Since the salary attachment form auto saves as the fields are populated, after making a salary attachment for an individual employee, there is no further action required.
If creating salary attachments for multiple employees on a single salary attachment form, after the form is filled out, click the Create Individual Attachments button. This creates separate salary attachments for each of the employees listed in the Employees field.
After the separate salary attachments have been created, the screen returns to the Salary Attachment dashboard, but with a Description filter, populated with the description filled in on the salary attachment form. All the salary attachments have a status of Running, since they are currently active. Clear the filter in the search box to view the default Salary Attachment dashboard in its entirety.
Manage salary attachments¶
Salary attachments can have one of three statuses: Running, Completed, or Cancelled. To view the current status of all salary attachments, navigate to .
All salary attachments appear in chronological order, by Start Date, with the most recent appearing at the top. To view the salary attachments by a particular metric, such as the Status, or Type, click on the column title to sort by that specific column.
Completed salary attachments¶
When a salary attachment is created, it has a status of Running. Once the salary attachment is finished (the Total Amount entered on the salary attachment form has been paid in full), the status automatically changes to Completed, and the employee no longer has the money taken out of future paychecks.
If a salary attachment has been fulfilled, but has not automatically changed to Completed, the record can be manually updated. To change the status, open the Salary Attachment dashboard by navigating to .
Click on the record to update, and the detailed Salary Attachment form loads. On the individual Salary Attachment record, click the Mark as Completed button in the upper-left corner, and the status changes to Completed.
Example
The following is an example of when a payroll manager may need to manually change a salary attachment from Active to Completed.
Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose’s paycheck, to go towards this settlement payment.
After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses the money to pay off the remainder of the lawsuit settlement. After sending the relevant documentation to the payroll manager, showing the settlement has been paid in full, the payroll manager manually changes the status of her salary attachment to Completed.
Cancel salary attachments¶
Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the individual attachment record from the main Salary Attachment dashboard to open the record. From the Salary Attachment record, click the Cancel button to cancel the salary attachment, and stop having the designated money taken out of future paychecks.
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