Variable Earning Reconciliation

Variable Earning Reconciliation

In the Other Earning section, users will be able to view the following details:- 

• In process ( Refers to Other Earning record is in process )

• Pending ( Refers to the Other Earning record being in pending status and not performing any action).

• Excluded ( Refers to the Other Earning records of the selected employee are excluded, and others are processed for pay projection).

• Projected (Refers to the Other Earning record of selected employees that is projected and goes for the pay run processing).

When a user clicks on "Click for Detail" in the Other Earnings section, they will be redirected to the pending Variable Earning Reconciliation/Other Earnings listing page.

Listing:

The Other Earning Listing page allows users to view all pending and Approved earning records to process pay projections.

The user will be able to see the Earning Reconciliation/Other Earning listing based on different statuses, such as

• All: Refers to all pending, excluded, and projected Earning Reconciliation/Other Earning records.

• Pending: Refers to the Earning Reconciliation/Other Earning record being in pending status and not performing any action.

• Excluded: Refers to the Earning Reconciliation/Other Earning record of the selected employees who are excluded and others who are processed for pay projection.

• Projected: Refers to the Earning Reconciliation/another Earning record of selected employees that is projected and goes for the pay run processing.

The key feature of other earning listing is as follows: 

• Hide/Show Columns:
  • This option allows users to customize columns by adding/removing columns to display from the Listing page
  • In this option user have to select the column which they want to view in the list, if the user unchecks/unselect all column then the system will give an error message that “Please check at least one column”.
  • The user can view the following action in this section
    • Ok: On clicking the "Ok" button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
    • Cancel: On clicking this button the user can cancel the check column.

• Exclude:
  • First, the user has to select at least one record from the listing; otherwise, the system will give an error message, "At Least one record should be selected."
  • After selecting a record, the user clicks on the pending button, and the selected record is marked as Excluded in the listing.
  • The user can view the pop-up message “Status update successfully’.
  • Excluded means that the other earning record of that employee is not projected.

• Pay Projection:
  • First, the user has to select at least one record from the listing; otherwise, the system will give an error message, "At Least one record should be selected."
  • After selecting a record, the user clicks on the Pay Projection button the user will able to view a pop-up screen where the user will enter a remark.

The user can perform the following action in this section

• Submit: This option allows the user to submit the entered field in a pay projection.

• Discard: This option allows the user to discard the entered field and be redirected to the Other Earning page.

• Show All Listing Columns: This option allows the user to clear all Filters and display all records on the Listing page.

• Bulk Action: The user can perform the following action in this section:
  • Payroll to Voucher
  • Voucher to Payroll
  • Shift

• Import Overtime Summary: In the import Overtime summary page user will have the following fields:
  • Upload Sheet: The user must upload a file in.csv or Excel format in this field. If the user uploads another formatted file, then the system gives an error saying "The file is not acceptable."
  • Date Format: The user has to select the date format from the drop-down menu such as
    • Y-m-d
    • d-m-Y
    • m/d/Y
    • Y/m/d
    • d.m.Y
  • Date Time Format: The user has to select the date time format from the drop down menu such as
    • Y-m-d H:i
    • Y-m-d H:i:s
    • d-m-Y H:i
    • d-m-Y H:i:s
    • m/d/Y H:i
    • m/d/Y H:i:s
    • Y/m/d H:i
    • Y/m/d H:i:s
    • d.m.Y H:i
    • d.m.Y H:i:s
  • The user can perform the following operation in this section
    • Next: This option allows the user to preview the Overtime summary. On the Preview Overtime summary page, the user can perform the following action:
      • Preview: On clicking this option, the user will be redirected to the Overtime summary page. Here, the user can perform the following options:
        • Import: In this option, the user can import the Overtime summary that the user added in the previous steps.
      • Back: This option allows the user to move back to the previous page.
    • Discard: This option allows the user to discard the importing of the Overtime summary.

Keynote for the Variable Earning Reconciliation:

• The user can view the approval flow by clicking the hamburger menu icon for an individual employee.

• In Other Earning, the user can only process the projection of one earning voucher.