Payroll document form
The Payroll document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Payroll, Deductions For The Month, Deductions For The Period, Files tabs. Complete the document header before moving between them.
Related tables use Employee, Position, Project, Accruals, Accrued For The Month, % TaxSocialBenefit(short), Tax Benefit Amount(short), Retention Total, Accruals Total, Penalties Total, Payable For The Month, Staff Number, Department, Salary Amount, Days, Hours, Accrued For The First Half Of The Month, Accrued For The Period, Plan, Fact, Payable For The Period columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Accrual Month | Yes | Enter the required date, period, or time. |
| Accrual Period | When required by the form | Enter the required date, period, or time. |
| Operation Kind | Yes | Select an available value; the available choices depend on the context already entered. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Amount Payable Including Tax | When required by the form | Enable Amount Payable Including Tax when the option applies to this document. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
Automatic values and dependencies
- After an organization is selected, its base currency and available defaults are filled in; incompatible dependent values must be selected again.
- After a partner is selected, available contracts and settlement details are refreshed.
- Employee, position, and department selections are limited by the organization, date, and current HR status.
Validation, saving, and posting
Depending on the form state, Document date, Accrual Month, Operation Kind, Organization can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting records calculated accruals, deductions, and amounts payable.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
Configured print forms: Payroll. Select the required form after saving the document.