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8/3/2019 Tally Payroll Tutorial
http://slidepdf.com/reader/full/tally-payroll-tutorial 1/8
Tally Payroll Tutorial Part III
In Tally Payroll Tutorial Part II you created required masters to create payroll vouchers. You were introduced to
Payroll masters, how to create pay heads, Employees, Salary Details, Units, Attendance / Production Types.Now it is time to generate your first payroll. We will continue the case study
Given are the attendance / production details for the 4 employees for two different dates.
Date : 20-aug-2009
1. Sundar - 50 mtr production2. Ponnusamy - 75 mtr production3. Karthi – .5 days4. Suresh – 1.0 days
Date : 21-aug-2009
1. Sundar - 65 mtr production2. Ponnusamy - 60 mtr production3. Karthi – 1.0 days4. Suresh – 1.0 days
Got Payroll vouchers
Select Attendance button
Press F2 to change current Date to 20-aug-2009
Select Attendance Auto fill (CTRL + A)
Select ‘Pcs Rate Employee’ GroupSelect ‘Cloth Produced’ Production TypeFor Ponnnusamy Give 75 mtr and for sundar give 50 mtr and accept to save.
Again select Attendance Auto fillSelect ‘Daily Wage employee’ GroupSelect ‘Attendance’ as typeFor Karthi give 0.5 days and Suresh Give 1 day and accept to save
Similarly change date to 21-aug-2009 and give above values for that date
Now you have created 4 Attendance vouchers.
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Now click Payroll button (CTRL + F4)
Click Payroll Auto fill (ALT + A)
From: 20-08-09To: 21-08-09Employee / Group: All ItemsPay Ledger: Cash (You can create Bank Ledger and select it)Enter
Voila! Payroll is generated for all employees.Accept and Save
After generate payroll with attendance and production entries. Now print pay slip for individual employee or groupof employees.
To print pay slips go to Multi Account Printing -> Multi Payslip printing.
Select No for the ‘Yes’ or ‘No’ prompt.
You can give from, to dates, which employee or group of employees to be printedand other options. Ok.
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Tally Payroll Part II
In Tally Payroll Tutorial - Part I we see the masters vouchers for payroll. Now we will see how to create them with acase study example:
Consider a manufacturing company the produces cloths (for example, powerlooms producing Gad cloths).
There are two kinds of employee on the company’s payroll
1. PCS Rate wages (based on the production done)2. Daily wages (Fixed flat rate)
For example the following two employees works on PCS Rate
1. Sundar - Rs. 2.50 per Unit2. Ponnusamy - Rs. 2.75 per Unit
The following two are paid daily
1. Karthi – Rs. 150 per day2. Suresh – Rs. 175 per day
Now you have to create payroll for them using Tally. How can you do? It is very easy. Here are the steps you needto follow:
Firs you need to create pay heads in Payroll master .
We need two pay heads:
1. Wages Daily (For Daily Flat wage employees)
2. Wages PCS Rate (For PCS Rate employees)
Before creating Pay Head you need to create Attendance / Production TypesBefore creating production Types you need to create work unit
Go to -> Units (Work)Select CreateGive Symbol: Mtr (for cloths manufacturing, it depends on company)Format Name: Meter Number of Decimal places: 1Give Y to SaveThis is used to pay head for production based pay
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Similarly create another unit with Days as symbolname
Now select 'Attendance / Production Type' under Payroll InfoSelect Create
Name: Cloths producedUnder: PrimaryAttendance Type: ProductionUnit: Mtr
Similarly Create another with
Name: AttendanceUnder: PrimaryAttendance Type: Attendance / Leave with payPeriod Type: Days
Now go to pay heads
Select Create
Name: Wages by AttendancePage Head type: Earnings for Employees
Under: Direct ExpensesAppears in pay slip: YesCalculation Type: On AttendanceAttendance / Leave with pay: Select ‘Attendance’ (We just created before)Calculation Period: Days
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We just created one pay head. Create another
Name: Wages by PCS RatePage Head type: Earnings for EmployeesUnder: Direct ExpensesAppears in pay slip: YesCalculation Type: On ProductionAttendance / Leave with pay: Select ‘Cloth Produced’ (We just created before)
Now you create employees and Employee Groups
Create two employee Groups1. Daily Wages Employees2. PCS rate Employees
Create employees:
Karthi and Suresh in ‘Daily Wages Employee’ GroupPonnusamy and Sundar in ‘Pcs Rate Employee’ Group
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Now go to ‘Salary Details’ under Payroll Info
Select CreateUnder Employee / Group select ‘Sundar’Under pay head select ‘Wages by Pcs Rate’ and under rate give 2.50, under per give mtr
Accept and give yes
Similarly for ponnusamy give 2.75
Now select karthi and select ‘Wages by attendance’ for pay head and give 150 per daySimilarly for suresh give 175 per day
Great! You are finished with masters. Lets go to Transactions in Tally Payroll Tutorial - Part III
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Tally Payroll Tutorial - Part I
Tally 9 offers payroll for wages and salary to workers and employees. The payroll is not enabled by default whileyou create the company. To enable it press F11 to open ‘Accounting Features’ screen.
Under Cost/Profit Centers Management, you will find Maintain Payroll. Give yes and press ESC to exit.
Now, in Masters Menu there is a new sub-menu 'Payroll Info', and in Transactions Menu ‘Payroll Vouchers’
In the Payroll Info menu there are Sub menus
• Pay Heads
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• Employee Groups
• Employees
• Salary Details
• Units (Work)
• Attendance / Production Types
• Voucher Types.
You need to create employees for the ‘Salary Details’ menu to be enabled.
Pay Heads
First you need to create the pay heads. Pay head creation is essential as it is used in payroll ledger and Payrollvoucher entry. Creation of pay head is done by clicking Pay Heads and clicking Create. Give a name for pay headfor example, ‘Production Wages’
In the Pay Heads Type below select appropriate Type. The following are available
• Deductions from Employees (For deductions create this pay head)
• Earnings for Employees (For wages / salary create this pay head)
• Employees' Statutory Deductions (For ESI and other create this)
• Employer's Statutory Contributions
• Gratuity
• Loans and Advances (For Advance and Loan payments create this)
• Reimbursements to Employees
It is obvious that for different payments create different pay heads. For deductions from advance create ‘AdvanceDeductions’ under type Deductions from Employees, and for Production Wages select type ‘Earnings froEmployees’.
Calculation Type
There are four calculation Types:
• As Computed Value
• As User Defined Value
• Flat Rate
• On Attendance
• On Production
I don’t want to complicate with all these types. For now we will see how to create employees and enter their attendance / production details and take payroll.