Introduction/Purpose:

The purpose of a pay cycle is to define the start date and end date for which duration employees will be paid. For Example, the company pays on a monthly basis where the start date would be 1st June and the end date would be 30th June ( it may differ from company to company and based on the pay type).

How To Navigate:

The navigation to record a Pay cycle in the HRMS system typically involves the following steps:

• Click on the main navigation icon which is located on the top right corner of the screen then click on the Payroll section which is located on the left side menus on the screen.

• Click on the Pay Cycle section which is located in the masters under Payroll. After clicking on this link you can navigate to Pay Cycle Listing.

Listing:

The Pay cycle allows users to view all active & inactive Pay cycle records. The key features of the Pay Cycle listing are included below:

• Record Filter: The filter option allows users to filter the list of records based on visible columns, such as
  • Name  
  • Code  
  • Count
  • Duration 
  • Status

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

• Advance Search: This option allows users to filter data with single or Multiple criteria in Column Name with options like
  • equal
  • Not Equal
  • Begins, 
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains
  • Does Not Contain 

• Export Data: Selected Records, Current Page records or All records can be exported by users with listed Columns or All Columns to a spreadsheet or other file format for further analysis or reporting.
  
• Hide/Show Column: 
  • 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 actions 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

• Delete:
  • The Delete option allows the user to delete the record. The user first has to select at least one record; otherwise, the system will give an error message “Please select at least one record”.
  • After clicking on the delete button, a pop-up message will appear: “Are you sure you want to delete the selected record?”
  • Along with this message, the user can perform the following actions:
    • Delete: This option allows the user to delete the selected record.
    • Cancel: This option allows the user to cancel the selected record and go back to the Paycycle listing

Recording & Update:

Users can add new pay cycle records by clicking the “Add New” Button and fill the required fields

• Name*: The Name field refers to the unique identifier or label assigned to a specific pay cycle. It serves as a way to differentiate between different pay cycles within the HRMS

• Count *: The Count field indicates the total number of pay periods within the defined pay cycle. It specifies how many times employees will be paid during the duration of the pay cycle.

• Duration *: The Duration field defines the length of time covered by each pay period within the pay cycle. It determines the interval between salary payments. Duration field contains 
  • Month 
  • Days
  • Week.

• Status *: The Status field indicates the current state or condition of the pay cycle. The user has to choose the status from the drop-down menu : 
  • Active 
  • Inactive 
  • Pending

The user can perform the following actions in this section:

• Submit: This option allows the user to submit the Paycycle record in the database.

These Paycycle records will get saved if No approval flow is defined and if any approval flow is defined it will go for approval to the respective approving authority

• Discard: This option allows the user to discard the record and no changes will get created if adding or changes will not get saved if updating.

• Action: The action option allows the user to edit the record if the record has not been approved or if the user is the final approver. Users can also view the Activity Log for that transaction.

• Edit: On clicking the edit option, the user will be able to edit the Pay Cycle record.

The user will be able to perform the following actions in this section: 

• Update: This option allows the user to Update the Pay Cycle record.

• Discard: This option allows the user to discard the Pay Cycle record and does not change the selected record.

• Activity Log: In the Activity Log option, the user can view the transaction history of Pay Cycle , such as
  • Status (pending, Submit for Approval,  approved).
  • Time and Date of Transaction
  • Execution time