Configuration¶

The catalogues below define what a salary sheet can contain. They are country-specific and are normally installed as data by a localization module, such as Hungary. Adjust them only when the company’s own practice requires it.

The Configuration menu is only visible to users with the Salary Manager right.

Salary components¶

A salary component is one row of the salary sheet: the base salary, a bonus, a deduction, a day counter. Go to Salary app ‣ Configuration ‣ Salary Components.

Name and Code: what the component is called and its internal code.
Nature: what kind of item it is — Base Salary, Earning, Deduction, Relief, Employer Cost, Net Payment, Measure, or Informative.
Value Type: whether the line carries an Amount, Days, Hours, or a Rate.
Day Type: for day components only — which day bucket of the sheet the component feeds: Worked, Paid Leave, Sick, or Unpaid.
Sign: 1 when the value increases the total it belongs to, -1 when it decreases it.
In Gross, In Net and In Employer Cost: which of the sheet’s totals the line is added to.
Default Input Basis: whether amounts are normally entered as Gross or Net.
Default Regime: the contribution regime used when the line does not get one from the salary term.
Default Source: where the value normally comes from — Manual, Salary Term, Working Schedule, or External Import.
On Every Sheet: generate a line for this component on every new salary sheet, so the grid always has the same rows in the same order.
External Codes: the code this component has at each payroll Provider. Statement matching uses these codes.
Tolerance Amount, Tolerance (%) and Deviation Severity: how much the external figure may differ before it is reported, and how seriously. A Blocking deviation prevents the month from being closed until it is handled.
Report Column: a free label used to group the component on exports.

screenshot: hr-salary-component-form

menu: Salary ‣ Configuration ‣ Salary Components ‣ (open a component)
shows: A salary component form for the base salary, with Nature, Value Type, the total inclusion checkboxes, the default source and the External Codes list.
highlight: The In Gross / In Net / In Employer Cost checkboxes and the External Codes list (red frame).
data: Component "Base Salary", code "BASE", nature Base Salary, one external code for provider "Bérszámfejtő Kft.".
module: hr_salary_sheet, l10n_hu_hr_salary_sheet
notes: English UI, light theme, 1440px width.

Engagement types¶

An engagement type is the legal form of an employment relationship. Go to Salary app ‣ Configuration ‣ Engagement Types.

Name and Code.
Requires Contract: engagements of this type must be linked to an employee contract.
Default Regime: the contribution regime proposed on a new salary term.
Country: the country the type belongs to.

Contribution regimes¶

A contribution regime converts a gross amount into a net amount and into an employer cost. Go to Salary app ‣ Configuration ‣ Contribution Regimes.

A regime has a Name, a Code, a Country, and a list of dated rates. Each rate line has:

Valid From and Valid To: the period the factors apply to.
Net Factor: the share of the gross amount that remains as net.
Employer Cost Factor: the multiplier from the gross amount to the employer’s cost.
Tax Rate: the rate the factors were derived from, for information.
Legal Reference: the law or regulation the factors come from.

Important

The factors are data, not a calculation. They give the expected figure that is compared with the payroll provider’s result; they do not replace the payroll calculation. When rates change, add a new rate line with a new Valid From date instead of editing the old one — past months must keep the factors they were closed with.

Time off mapping¶

Two settings connect Time Off to the salary sheet. Open a time off type in Time Off app ‣ Configuration ‣ Time Off Types:

Suspends the Engagement: a validated time off of this type suspends the employment relationship while it lasts. The engagement is shown as Suspended.
Salary Component: the component the absence is counted under on the salary sheet. Its Day Type decides which day bucket — worked, paid leave, sick, or unpaid — the days are added to.

Note

A time off type with no Salary Component does not appear on the salary sheet at all. Check the mapping of every type in use after installing a localization.

Company settings¶

The defaults that apply to the whole company are set in Salary app ‣ Configuration ‣ Settings, which opens the Salary section of the general settings.

Payroll Calculation

Payroll Mode: where the payroll calculation itself happens — External Provider or Internal. The application never calculates payroll; the mode only sets the default of new salary periods.
Payroll Provider: the name of the external provider, shown when the mode is External Provider.

Reconciliation

Deviation Tolerance: the difference from the external payroll figures that is still accepted, in amount and in %. A salary component that sets a tolerance of its own overrides these.
Closing Requires No Blocking Deviation: refuse to close a salary period while any of its sheets still carries a blocking deviation. Enabled by default.

screenshot: hr-salary-settings

menu: Salary ‣ Configuration ‣ Settings
shows: The Salary section of the settings with the Payroll Calculation and Reconciliation blocks, the payroll mode and provider, the two tolerance fields and the closing rule.
highlight: The Deviation Tolerance fields (red frame).
data: Mode "External Provider", provider "Bérszámfejtő Kft.", tolerance 100 HUF and 0.5%.
module: hr_salary_sheet
notes: English UI, light theme, 1440px width.

Note

These settings are per company and are only visible to users with the Salary Manager right; the Settings menu itself needs administrator rights.