Introduction/Purpose: 

The Pay Period Wise Instalments module in HRMS (Human Resource Management System) allows for the tracking and management of loan installments based on pay periods. The purpose of the Pay Period Wise Instalments module is to ensure accurate and timely loan instalment tracking, aligning with the payroll cycles of employees.

Dependency:

• Payroll System Integration: The Pay Period Wise Instalments module depends on integration with the organisation’s payroll system. It needs access to payroll data, including pay periods, employee salary information, and payroll cycles. This integration ensures that loan installments are aligned with payroll cycles and accurately calculated based on employee earnings.

• Loan Management Module: The module is closely dependent on the Loan Management module within the HRMS system. It relies on accurate and up-to-date loan-related data stored in this module, such as loan details, repayment schedules, and outstanding balances. 

• Employee Data: Accurate and complete employee data within the HRMS system is essential for the Pay Period Wise Instalments module. This includes employee names, employee codes, designations, departments, and so on.

How To Navigate: 

The navigation to a Payperiod wise installment in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon   located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the Report section: The Payperied wise Installment is located under the loan and advance section. By clicking on the payperiod wise installment will display an emp. name, emp. code, loan type, loan code, inst date, inst. amount, paid amount, unpaid amount and status.

Listing: 

• Filter : User can filter the data based on the following categories: 
  • Pay Period*
  • Please select pay period
  • Select Employee
  • Designation
  • Department
  • Role
  • Employee Type
• Note: “*” represents the mandatory fields to be entered by the user.
  • The user can perform the following actions in this section:
    • Submit : The user can use the filter option by using the submit button.

• Refresh: The Refresh feature allows users to update or reload the content of a webpage, application, or data set to display the most current information.

• Export: The Export feature enables users to extract data from a system and save it in a different format that can be utilized in other programmes. It provides options to convert data into forms like Excel, CSV (Comma-Separated Values), or PDF.

• Send Mail: The Send Mail feature allows users to compose and send emails directly from an application or platform.