Saral Pay Pack

WELCOME TO

PRODUCT PROFILE OF

Saral PayPack Version 7.00

1

New feature to create short cuts, user can also create their own shortcuts of their favorite Menu but selecting Menu Button

Saral PayPack V 7.00File -> New

[To Create a New File]

File•File Creation

•Data Directory

Enter the file name and other required details

and create

File -> New

[To Create a New File]

File•File Creation

•Data Directory

Map the Data Directory and click Accept Button.

Saral PayPack V 7.00

Master -> Company Details

[To create the Company Master Info]

Initial Setting• Company Details

• Option Settings

• Create New Month

• PT Rate Editor

• PF/ESI Rate Editor

• PF Zero Pension Setting

Enter TAN details of the Company.4


Enter the Basic Details of Company

Enter the Additionaldetails related to Statutory details

Initial Settings -> Option Settings -> General Options

[To set the available options]


• Option Settings


• PT Rate Editor




Initial Settings -> Option Settings -> Features



• Option Settings


• PT Rate Editor




Initial Settings -> Option Settings -> Advanced



• Option Settings


• PT Rate Editor




Initial Settings -> Option Settings -> Others

[To set the ESI Submission Online]


• Option Settings


• PT Rate Editor




Initial Settings - > Create New Month

[To create a new month]


• Option Settings


• PT Rate Editor



Enter a new month and Click on Save


Initial Settings -> PT Rate Editor

[To set the PT slab applicable]


• Option Settings


• PT Rate Editor


• PF Zero Pension Setting Select the effective Month

Fill in the minimum amt of slab and also the suitable PT amt.


Initial Settings -> PF/ESI Rate Editor

[To set the ESI / PF rates.]


• Option Settings


• PT Rate Editor




Initial Settings -> PF/ESI Rate Editor

[To set the ESI / PF rates.]


• Option Settings


• PT Rate Editor




Master -> Company Details -> Branch

Master - > Branch Details

[To create the Branch Details]

Masters•Branch Details

• Salary Structure Definition

• Define Salary Heads

• Assigning to Structure

• Employee Details

• Employee Salary Rate

• Financial Institute Master

• Classification Detail Cap.

•HR Details

Enter the basic details of the Branch

Enter Statutory Details of Branch










•HR Details

Master -> Salary Structure Definition

[To create different Salary Structures. Ex:- GM, Mgr, Trainee etc]

Enter the Structure name and Save.










•HR Details

Master -> Define Salary Heads

[To create different Salary Heads (other than the pre-defined heads)]

Very Important










•HR Details

Master -> Define Salary Heads

[To create different Salary Heads (other than the pre-defined heads)]

Enter the Earning Heads Enter the deduction Heads

And Save










•HR Details

Select Salary Structure

Saral PayPack V 7.00Master -> Assign Heads to Salary Structure

[To include the salary heads in to the Structure]









•HR Details

Select Salary Head











•HR Details

Select Valid From Till Date









• Financial institute Br. Dtls


•HR Details

Select Calculation Type













•HR Details

In case if the Calc Type requires creating a formula, slab, company lumpsum etc., click ‘…’. This will open an Expression Editor, where create the Expression as required and use them where ever necessary.









•HR Details

Check to make ESI, PF & PT applicable on the Salary Head

Enter the percentages of the Salary Head amounts applicable for ESI & PF calculation.

Select the suitable Salary Heads to be linked as per the Income Tax.

IT defined - Earning Heads Deduction Heads










• Financial institute Master


•HR Details

Master -> Employee Details

[To create Employee Master Details]

Enter all the Employee Details along with their Date Of Joining, all personal Details and professional details like Designation, Grade, Branch ets and all Statutory Details.










•HR Details

Master -> Employee Details -> SalaryMaster -> Employee - Salary Rate Details

[To create Employee Salary Rates]

Select the effective month and enter the salary details for the heads which are in the white (editable) fields. Enter the PF Vol also either by way of

%ge or amount and Save.










•HR Details

Master -> Financial Institution (Branch) Details

[To create Different Bank Masters for Salary Transfer of Employees]

Enter the Bank name and Address with Branch / MICR code & Save.










•HR Details

User have authority to change caption of all the classification

Click this button to generate more classification












•HR Details

Here you can create 14 more classification and also use the same in Expression Editor for creating formula for Salary

calculation











• Classification Detail Cap

•HR Details

Master -> Employee Details -> HR Details

Master -> HR Details

[To create Employee HR Details]

Enter any of the available details in the fields / tabs provided and Save.

Attendance-> Initial Configuration-> General Configuration

[To create different types of attendance basis, with OT definitions]

All Master Setting will be done from here like if you want to make Automatic Allotment, Rotating Weekly Off etc…….

Attendance• Initial Configuration

• Holiday List

• Leave Allotment

• Leave Tracking

• Leave Encashment

• Leave Holiday/Details

• Leave Summary


Attendance-> Initial Configuration-> Attendance Configuration or (Cltr+F2)


Select the appropriate option : Dependentfor incorporating Attendance Import system for more secured data. Independentfor modifiable attendance data which needs re-calculation for any changes to get effected.


• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary


Select appropriate option to specify the exact number of working days considered as base for Salary Calculation.




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary





• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary


Select one or both of the default available OT heads. For these, Names cannot be changed.

NOTE: If more heads are required, surely will be allowed to do so.




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Select Leave Register If you want to enter only the leaves / absentism

Select Attendance - Daily if you want to enter daily attnd. As ‘P’ , ‘LOP’ etc

Select Attendance - Hourly if you want to enter attnd. As ‘8’ hrs, ‘10’ hrs etc

Select Monthly if you want to enter number of Leaves


If the Attendance Type selected is Attendance - Hourly and Saved, you can fix the timings for OT calculation by clicking on the button Setting. This will open up another screen ………….




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary


Enter the Range of hours up to a precision of seconds for each of these options to be considered as

No Attendance

Half Day

Full Day




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary


Enter the Max period up to which OT will not be considered for. Also, enter the Min period beyond which only OT will be considered for.




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary


This is to calculate the OT hours based on the ‘Short falls’ & ‘Exceeds’ in the Cutoff period.

1. If Over time box is checked, any exceeds from one cut off but short of next option condition (No Attendance, Half Day & Full Day) will be considered for OT.

2. 2.If Deduct box is checked, any short falls in one option will be reduced from the available OT hours.




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Holiday list-> Weekly Off or (Ctrl+W)

[To create and Enable Advance Recovery]

With this module you can fix Weekly Off for Organization, in above example it is mentioned Sunday as Weekly Off, if you want other day as Weekly Off then select Day from Drop Down menu of Day Of the Week and select First Half & Second Half and click on Save

For most Of the Organization they are using Rotating Weekly Off which is not fixed for every Week

If you Click Rotating Button in Weekly Off Button, then you will get this screen, here you can give Rotating Weekly Off According to Company, Att. Head & Employee and select any day for which you want Rotating Weekly Off then Right Click and select Set First Half, Set Second Half & Set Full Day



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Holiday list-> Weekly Off or (Ctrl+W)


Attendance-> General Holiday


This window is generally used for National Holiday



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Allotment-> Leave Definition


Provision to Define Leave according to User Requirement and click Save.

Master Setting Button is used to Configure Leave for particular Attendance master.

Select leave from Drop down menu of Leave Type and do setting according to user



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Allotment-> Leave Definition


Attendance-> Leave Allotment-> Set Opening Balance


Used to set Opening Balance of employee, but please make sure that this will work at the time of Date of Joining of Employee,

Select Leave and give Opening Balance



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Allotment-> Allot/Avail Date Setting


Mainly this feature is used to set, from when employee will get and Avail Leave.



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Allotment-> Attendance “Att. Name”-> Allotment




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

If Leave Allotment is Manual then need to enter the Allotment here. If it is Automatic then Application will calculate Automatically



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

This option is used when employee will taken his Leavemore then his Allotted, if you select this option, thenautomatically Leave will be treated as LOP (Loss Of Payor Leave without Pay)

Attendance-Leave Tracking-> Attendance “Att. Name”-> Optional Configuration



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Tracking-> Attendance “Att. Name”-> Monthly




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Tracking-> Attendance “Att. Name”-> Leave Register


Detailed Register in which we can record Leave Detail of every employee with their reason.




• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Tracking-> Attendance “Att. Name”-> Daily


You can mark employee Attendance on Daily Basis If employee is

Present then “P”, if he is Without Pay then “LOP”, if he is taken

Causal Leave the “CL”

User will get Drop down button in every Grid by which you will mark employee Attendance



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Encashment


Module for Encash of Leaves.



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Tracking-> Attendance “Att. Name”-> Hourly


To generate report of Leave Details Employee wise, click Export Button

for generating Report on Excel



• Holiday List

• Leave Allotment

• Leave Tracking



• Leave Summary

Attendance-> Leave Summary


It will show Leave Summary Of Employees and Report button will generate different reports.


Pre Salary Transactions•Advance

•Loan

• Change Classification Detail (Bulk)

•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Advance

Select an Employee. Enter the Advance Name, date of payment, amount of Advance, select Instl. AmountCan view the EMI Recoverable and Deposits by selecting the said tabs.Click Multi Allot to make the entry possible for multiple number of employees



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Loan

Select an Employee. Enter the Loan Name, select Institution, A/C No., date of payment, amount of Loan, enter Instl. AmountCan view the EMI Recoverable and Deposits by selecting the said tabs.Click Multi Allot to make the entry possible for multiple number of employees



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Change Classification Detail (Bulk)

For Transferring employee from one Classification to other, select Classification in First Block select old type, all the employees will reflect in Right Side window and in other

block select new type and click on save.

Note* This will take affect from 1 Day of the month.



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions ->Increment (Bulk)

Employee Salary can be incremented in the Bulk on Percentage/Lump sum Head Wise. Even Individual employees salary can be incremented on selecting

the Employee.



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Bonus

Note* Always Bonus will calculate on Calculated Value

Bonus will calculate on Present Days of employee, the Actual Present Days will calculate through From & To Month, just select formula select Months

also select Pay month. Max Bonus means how much you want to give maximum amount. Save the setting and click on Calculation .



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Bonus

After click on Calculation Button, you will get this window, click Add Emp. You will get 1 filter just select Employee and click on OK button

of Filter, Bonus will calculate automatically


•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Ex-GratiaSaral PayPack V 7.00



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Gratuity

The Basic Concept of Gratuity is that, employee has to complete minimum 5 years of Service with Organization, and in Saral PayPack year difference of Gratuity will depends from Date of Joining to Date of Leaving.

Add Employee and it will calculate the Gratuity only for that employees whohad completed 5 years of Service, select Theoretical or Earned what everyou want, Payment Mode then click “C” button and select Salary Head,after that Click on Calculate and Save it.



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Reimbursement-> Master

Most Important & Versatile module of Saral PayPack is Reimbursement.And in terms of Tax calculation it will treated as Perquisites, mainly there are

3 types of Reimbursement MEDICAL, LTA & OTHER REIMBURSEMENTwhich you will get in Reimbursement Type Dropdown Button. And in Setting

there are 3 types of Allotments and also some setting is there .

Whatever the restricted amount you had set, maximum that amount will Pay

Auto Claim means when you create new month automatically Claim will happened

With this option automatically the alloted amount will considered for TDS Calculation



•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Pre Salary Transactions -> Reimbursement-> Allotment

For Allotment first need to Select Financial Year, then Select Reimbursement Name, Emp ID, Employee Name & Enter Date then click on 3 doted button 1 more window will open there you need to enter

Monthly or Yearly Allotment and Click on Save

Block Period will use when LTA will defined

Saral PayPack V 7.00Pre Salary Transactions -> Reimbursement-> Claim

For Claiming it is very easy to access just fill the details and enter Claim Date in Date option, automatically whatever the amount is alloted for

given month will reflect in Amount option and click on save, and all the summary for Bill Details will reflect below


•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Saral PayPack V 7.00Pre Salary Transactions -> Reimbursement-> Bill Details

Bill Details mean what ever the Bill you will give to HR, She/He will update the same in SPP. On behalf of Bill Details your Reimbursement

amount will be Exempted. Just enter all the entries.


•Loan


•Increment (Bulk)

• Bonus

• Ex-Gratia

•Gratuity

• Reimbursement

Saral PayPack V 7.00Salary Transactions-> Monthly Salary Rate

Salary Transactions•Monthly Salary Rate

• Monthly Salary Editor

• Additional Earning/Deduction

• Arrears

• Full and Final Settlement

• Lock Month

With this module you ca edit Salary of employees manually,

and it is only happening when

Calculation Type in Assign Heads to

Salary Structure is LUMPSUM

Select the Sal. Structure and Month for which the entry to be made.

Saral PayPack V 7.00Salary transaction-> Monthly Salary Editor or (Ctrl+S)




• Arrears


• Lock Month

Here ends the Salary Processing. Now you can see the Salary figures calculated and placed in various columns. These have been arrived at by taking all the previous entries into consideration like, attendance, standing instructions etc.

Saral PayPack V 7.00Salary transaction-> Monthly Salary Editor or (Ctrl+S)




• Arrears


• Lock Month

Can edit the details based on the Attendance type being Loose

Integration.

You can edit Columns whose Calculation type is every month and

also you can edit TDS and PT





• Arrears


• Lock Month

Salary Transactions -> Additional Earning/Deduction

Enter Employee ID and Employee Name enter Amount and click on Save and the same exercise need to do for Deduction

In definition you need to

map the given amount with

TDS Reference





• Arrears


• Lock Month

Salary Transaction-> Arrears

With this option Arrear will calculate automatically by checking previous month Salary.”No. of Days” means it will give Arrear on Days which you will enter in Computation

Manual in Arrear Module means you need to enter Salary details manually, Salary Head Wise means you need to enter according to Salary Head and Lumpsummeans you need to enter consolidated amount.

It will restrict –ve amount while calculating Arrear





• Arrears


• Lock Month


Select option for PF ESI & PT Deduction





• Arrears


• Lock Month


Click Add Emp. Button for adding employee

in Arrear module, just add employee and Arrear will calculate

automatically





• Arrears


• Lock Month

Salary Transaction-> Full and Final Settlement

Click Create Button to create FFS, after opening small window just select Emp ID or Employee Name and if you want to include Gratuity and Leave

Encashment , then select Pay Mode as include in FFS as in there respective module, and click Create button in small window, after that automatically small window will closed, then select Emp ID from Back window you will found Full

and Final Automatically





• Arrears


• Lock Month

Salary Transaction-> Lock Month

Lock month means it will lock the pervious month in Saral PayPack, if check box is tick it

means that it is Locked, if you want to unlock it please untick that Box and Save


Import/Export• Template

• Import from Excel

• Export to Excel

• Sample Excel

Import/Export-> Template

Select Template for importing

Employee details like Employee

information from “Employee

Master” salary will be imported from “Salary Rates” etc…




• Export to Excel

• Sample Excel

Import/Export-> Import from Excel

Select Template for which you need to Import for eg: If you want to

import Employee Master then select Employee Master

Give the path of Excel sheet and click

next to import.




• Export to Excel

• Sample Excel

Import/Export-> Export to Excel

This option is used to Export Saral PayPack Data to Excel according to Template




• Export to Excel

• Sample Excel

Import/Export-> Sample Excel

Sample Excel is just for User reference


TDS•Options

• Bulk TDS Update

• More Employee Details

• Declaration Forms

• Port Details

• View Ported Details

• Compute Income Tax

• Computation Details

• Port computed TDS to Salary

• e-Return

TDS-> Options

With this option TDS will calculate on Proof

Amount whatever you will give to HR .

If employee has taken and Loan or Advance the TDS will calculate

according to that

After deducting TDS if you want that

TDS will not be changed then you need to

select this Option


TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

TDS-> Bulk TDS Update

You can update employee Designation his PAN Number and Date of Birth


TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

TDS-> More Employee Details

If Employee is in Metro City the need to check, untick means Employee comes under non-metro like wise need

to update all options for TDS Calculation.

Saral PayPack V 7.00TDS-> Declaration Form-> Export

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

You can Export the TDS Declaration form or directly mail to employees, for mailing the e-mail Address of employee is

must in Employee Master

Saral PayPack V 7.00TDS-> Declaration Form-> Import

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

You can directly Import excel sheet for furnishing Investment Details for TDS calculation. Just click import it will directly port all the details w.r.t. appropriate sections.

Saral PayPack V 7.00TDS-> Port Details

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

Most important part for TDS calculation is Port Details, It will link all the details between Salary Module and TDS Module, just select employee and

click on Port Details.

The term Extra Polate means, it will assume employee Salary for complete Financial Year & if you untick it then it will assume only

for SPP created month in Financial

Saral PayPack V 7.00TDS-> View Port Details

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

Whatever the Data is ported in Port Details the same will reflect here if you see then in Pervious Slide we had ticked Extra Polate option. “So

values is coming for whole Financial Year”

Saral PayPack V 7.00TDS-> Compute Income Tax

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

What ever the Data you Port, same will compute it for Tax Calculation, it will assume all the Details

Under Section VI A and then compute it according to Tax Slab for respective Financial Year. First click

Start Button it will automatic Calculate.

After completion of

Tax Calculation click OK

Saral PayPack V 7.00TDS-> Computation Details

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

Saral PayPack V 7.00TDS-> Compute Income Tax

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

1) Select Financial year

2) Select Month/Year

3) Select Salary Structure

4) After Selecting Salary Structure, EMI for Month will come in Red, if you

want to make same value for TDS deduction, then

click Port and then Save, otherwise Edit TDS is

editable column, you can edit with yourself also.

Saral PayPack V 7.00TDS-> e-Return

TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

2) Select the Quarter

1) Select Financial year

3) Port Data


TDS•Options

• Bulk TDS Update



• Port Details





• e-Return

Enter the Deduction and Salary paid Dates and click on the Port Button. It will ports the TDS amount Deducted from the Employee


TDS•Options

• Bulk TDS Update



• Port Details





• e-Return


TDS•Options

• Bulk TDS Update



• Port Details





• e-Return After Linking the Challans, here E-return is done. We can generate the FUV file on clicking on the E-return Button.

Saral PayPack V 7.00Reports-> Monthly Reports-> Pay Slip or (Ctrl+P)

Reports•Monthly Reports

• Statutory Reports

• TDS Reports

• Additional Reports

• Employee Related Reports

• Reimbursement Reports

• Salary Summary

• Report Writer

• Factory Act Forms

• General Custom Reports




• TDS Reports




• Salary Summary

• Report Writer



You can generate Pay Slips by

selecting any format, there are 2

Specimen Slips FYI “Editable Columnar Pay Slip” and “Pay

Slip (Detailed)”

Reports-> Monthly Reports-> Pay Slip or (Ctrl+P)

Saral PayPack V 7.00Reports-> Monthly Reports-> Advance Report Editor



• TDS Reports




• Salary Summary

• Report Writer



With the help of this Utility User can design Pay Slip according to him, in this utility there are 13 types of

Payslip format, which can edited by user requirement.

Click this button for setting of Pay Slip

Saral PayPack V 7.00Reports-> Monthly Reports-> Advance Report Editor



• TDS Reports




• Salary Summary

• Report Writer



Click this button for

selecting Pay Slip Format

This Option will help you for designing Pay Slip according to User

Requirement

This option is used when you select your Payslip

format .




• TDS Reports




• Salary Summary

• Report Writer



Specimen Copy of customized Pay Slip which is designing through Advance

Report Editor.

Reports-> Monthly Reports-> Advance Report Editor




• TDS Reports




• Salary Summary

• Report Writer



As par system Pay Slip, there is option for Salary Sheet which

Application defined you are not allowed to edit

any head in Salary Sheet.

Reports-> Monthly Reports-> Salary Sheet




• TDS Reports




• Salary Summary

• Report Writer



With the help of this option you can

generate report for total summary of all the Salary Heads. But it will generate on behalf of Salary

Structure.

Reports-> Monthly Reports-> Salary Sheet



• TDS Reports




• Salary Summary

• Report Writer



User can generate Bank Statement

and submit to Bank for Salary

Remittance.

User can generate Bank format which

will uploaded to Bank Directly & Bank will credit

Employee Salary on behalf of that

report.

Rest of the reports are General Report.

Saral PayPack V 7.00Reports-> Monthly Reports-> Salary Sheet

Saral PayPack V 7.00Reports-> Statutory Reports-> PF/ESI Reports



• TDS Reports




• Salary Summary

• Report Writer


• General Custom ReportsMost important Report section is PF/ESI Reports, here user can generate all Statutory

Report which is necessary to submit in Respective

Department as monthly, Half Yearly & Yearly. Also we have Advance feature for Online

return of PF & ESI, for PF it is eReturn & for ESI it is ESI

Online.




• TDS Reports




• Salary Summary

• Report Writer



Report -> Statutory Reports-> PT Reports

PT Reports are Professional Tax Report, which is

based on State to State. Because for every State there is different Slabs and the deduction of PT is based of

Total Earning. Below example is monthly PT Report




• TDS Reports




• Salary Summary

• Report Writer



Report -> TDS Report

You can generate Form 16 . Which will available

in Excel

With this report employee will know his Tax liability for current Financial Year

Report will generate on excel where all the yearly details will be head wise with monthly bifurcated

figure.

All the salary details will come in 1 row, with combined amount

head wise.




• TDS Reports




• Salary Summary

• Report Writer



Report -> TDS Report-> Form 16

1) Select Assessment Year

2) Enter Place 3) Enter Date 4) Click Preview to generate Form 16




• TDS Reports




• Salary Summary

• Report Writer



Report -> TDS Report-> Statement Of Total Income

1) Select Assessment Year

2) Select Employee 3) Click on Preview

1) Additional Reports: These are Basic generate reports in which you can general Advance,

Advance Leave Report, Salary Certificate, Arrear Pay Slip, Arrear Salary Sheet, Bonus, Ex-Gratia,

Gratuity, PF Covering Letter etc......!2) Employee Related Reports: in this report you

will get all the reports regarding Employee Related like, Employee Profile, Employee Details,

Contact Details, ID Cards etc…..!3) Reimbursement Report: In this option you will

get Bank Statement of Reimbursement & Bill Details of Reimbursement.



• TDS Reports




• Salary Summary

• Report Writer



Report -> TDS Report





• TDS Reports




• Salary Summary

• Report Writer



Report -> Salary Summary

1) Select Financial

Year

2) Select Employee

3) Click preview to generate report.

In this report you will get monthly

Bifurcation of Salary.

NOTE* Whatever the months is created in file only for that months

it will show Data.




• TDS Reports




• Salary Summary

• Report Writer



Report -> Salary Summary

It is showing Bifurcated Values of each Salary head.




• TDS Reports




• Salary Summary

• Report Writer



Report -> Report Writer

Any kind of report format you can generate with this utility, you need to select the Employee, his Classification Details, Additional Information, Month/Year, Salary Heads & click on view, you will get report on Excel.




• TDS Reports




• Salary Summary

• Report Writer



Report -> Factory Act Forms

Factory Acts form are very much Important in Labor Class industries, In this utility you will get format w.r.t. their States but data will not get captured and

in Act we have Factory Act, Gratuity Act, WAGES ACT.

For report generation first please select State-> Act-> Select Form Name “while selecting it will comes under Blue state”-> Month/Year-> Select Employee and

click on Preview.




• TDS Reports




• Salary Summary

• Report Writer



Report -> General Custom Reports

Very smart feature for Implementers from Relyon, it is totally developed on request of Implementer, here you can generate any kind of reports,

but you should know the knowledge of Database.

It is default reports, you will not allowed to edit any data field.

You can very much welcome to create reports according to client requirement.


Tools• MIS Data

• Bulk Delete

• Classification Transfer

• Export General Voucher

• Re-calculate Theoretical Salary

• Expression Editor

• Advanced Filter

• Payroll Calendar

• Interest Calculator

Tools-> MIS Data-> Employee Summary

To generate Employee

information, like his personal information,

Reimbursement Details, Leave

Details, Monthly Salary Details

etc….

1) Select Employee ID 2) Select Employee Name

3) Select the items & click on To Excel


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> MIS Data-> Whole Year Summary

Here you can generate whole year summary for each employee according to Salary heads which you want.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Report -> General Custom Reports-> Employee Salary Comparison

With the help of this option you will Clubbed salary details, according to user requirement on Calendar Year, Financial Year & General.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Report -> General Custom Reports-> Employee Head Count

Employee Head Count means how many employees comes under Compared On Drop Down option. It will show total number of employees,

in particular option which you will select in Compared On


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Bulk Delete-> Advanced Employee Delete

If you want to delete Employees in Bulk then select this option.NOTE* ONCE YOU DELETE EMPLOYEE YOU WILL NOT

RECOVER IT. So, it is requested to please use this utility very Carefully.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Classification Transfer

Classification Transfer means, if you want to transfer Classification to Extended

Classification then just select Classification and click on Transfer.

NOTE* IF YOU CLICK TRANSFER THE BELOW WINDOW WILL COME,

PLEASE READ THE POINTS CAREFULL AND DATA BACKUP BEFORE TRANSFERING IS HIGHLY

RECOMMENDED, AFTER TRANSFER THE CLASSIFICATION THERE IS NO

CHANCE TO RECOVER IT.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Classification Transfer

General Voucher is showing that how much Salary is paid by employer to employee with Bifurcated details.

First Select Financial Year-> From Month-> To Month-> Export Option-> Click Setting Button. New window will open named as “Account Heads”, here you just click Default Button to fill Default Salary heads and

click Save & close the “Account Heads” window and click on Export.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Re-calculate Theoretical Salary

For generating all the reports without any mismatching of Data you need to

Calculate Theoretical Salary manually, just Select Month & click on Calculate.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Expression Editor

Expression Editor is used to create formula, here you will see all Salary heads with Component and CV.

Component mean actual value which you will defined in Employee Master Salary Details.

And CV means Earned value which he will got after marking the Attendance.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Advanced Filter

Filter Option is used to filter Employees w.r.t their Sal Structure, Branch, Department, and all the Classification Details.

To use of this option you need to select Filter category w.r.t their Master setting, for eg in Sal Structure if you defined 2 structure, then

it will list put in middle section select any 1 if you want, click on VIEW and the select employee and click OK.


Tools• MIS Data

• Bulk Delete





• Advanced Filter



Tools-> Payroll Calendar

1) PAYROLL CALENDAR: It shows the normal Calendar Days in a month.


Tools• MIS Data

• Bulk Delete





• Advanced Filter

•Payroll Calendar


Tools-> Interest Calculator

Interest Calculator is used to calculate interest on Loan, Advance, Select Calculation Type for and enter all the required entries and click on

Calculate.Your Interest will be calculated automatically.


Utility• Create Sample Files

• File Security

•Software security Option

•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign

•Check for web updates

Utility-> Create Sample Files

These are some sample files which has been given for

beginners to test the files ,that how it works on various

conditions

Presenter

Presentation Notes

If already you have created sample files , then to create that file once again, you have to check the over write option. Which will overwrite the new build file over the existing one. By clicking on fill default, all options will be checked and the name will be come as defined by spp. After clicking on create button, those files will be created in the database.



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File securityThis module facilitate the user to be operate with multiple user group.



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File security->Users Editor

In this module you need to specify the usernames and user groups followed by desired password. In this module you have to decide which

user has to get the admin rights and user rights

By clicking this check box, it

will enable the classification securities like Department,

Designation…..etc



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File security->Screen Wise permissions

Permission Hierarchy according to that you can decide which screen will be viewed and modifiable by which users .

It will navigate to

the user group editor

Select the User name to whom you want to

give screen permission as per

listed items

Tick =Permission givenUntick =Permission

Denied

Saral PayPack V 7.00Utility->File security->Screen Wise permissions


• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Permission Hierarchy according to that you can decide which Button will be viewed and modifiable by which users .

Select the User name to whom you want to

give button permission as per

listed items

It will navigate to

the user group editor

Tick =Permission givenUntick =Permission

Denied



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File security->Classification wise Securities

Permission Hierarchy according to that you can decide which classification will be viewed and modifiable by which user .

Tick =Permission givenUn-tick =Permission

Denied

Select the user name and check the option for

which classification

has to be viewed and

modifiable by that particular

user



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File security->Change Password

Incase if you want to change

your user password, here is the option to

change



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->File security->Security Option

TO enable the password option,

pleas check the option as Protect with

password and put the password as Admin



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Software Security Option

This is the option which will enable the

password functionality when you will open

the software



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore->Backup

Select the data path where the Rpp file is

being stored

Click to browse the path, where you want to save the backup file

Finally Click on Backup to start Process



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Restore

Provide the sever name\instance name, username and password to connect database.Click on Connect



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Check the override option if you want to override the file over an existing one ,other wise you may change the name in file name box and click on restore button.

Click here to Locate the backup file

Utility->Backup Restore-> Restore



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Skeleton Backup

Skeleton Backup is useful when ever, you want to get all the

settings of the particular

company without single employee,

the backup contains all the configuration .



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Backup reminder

The option is given for auto backup within

days interval

Specify the path where the backup will

be saved.



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Button Skin



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Calculator

It open the system Calculator



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Excel



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Download e-sign

It will allow to download the e-

sign



• File Security


•Backup restore

•Backup reminder

•Button skin

•Calculator

•Excel

•Download e-sign


Utility->Backup Restore-> Check for Web updates

Click on Check

for web-updates which will

check and

install for the latest

version of

software if it is

available on the web.

Registration• Registration

•Registration For Additional features

Registration

Select Appropriate edition that you have purchased

Put the soft key issued by Relyon

and register



Registration• Registration

•Registration For Additional features

Registration For Additional Features

Please provided the soft key for

those additional modules to

get full features and functionality..Finally Press Registration

Thanks Note.


Documents

Saral Pay Pack