Attendance/Production Type Creation in Payroll

To Create Attendance/Production Type go to Gateway of Tally -> Payroll Info -> Attendance/Production Types -> Create. Then the Attendance/Production Types screen will appear where you have to enter the following details :


Name : Here in this field enter the name of the Attendance/Production Types. For example Casual Leave or Overtime Allowance.

Alias : Here you can enter any other name of the Attendance/Production Types.

Under : Here select the appropriate option from the List of Attendance/Production Types that appears. In case of other master records, Attendance/Production Types may also be defined in hierarchical groups. For example an Attendance Type named Paid Leave may be selected under primary. Then the other Attendance Types like Casual Leave, Sick Leave may be created under 'Paid Leave'.

Attendance Type : Here select the appropriate Attendance Type from the list that appears.

Period Type/Unit : This field will appear automatically in case the Attendance Type is 'Attendance /Leave with Pay' or 'Leave without Pay' but if the attendance type is Production you have to select the appropriate Unit from the list of Units.

Then Accept to Save.

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Unit (Work) Creation in Payroll

A Unit (work) in Payroll matters is a unit of measure which helps in calculation of a Pay Head value based on Production. For example, hour, minutes to measure the duration of work. In case of Inventory, Units can be of two types

1. Simple
2. Compound

Unit(work) - Simple In Tally a Simple unit is a single independent unit and has no relationship with other units. In order to create 'Simple' Payroll Units go to Gateway of Tally -> Payroll Info -> Unit(Work) -> Create. The Unit creation screen will appear, where you have to enter the following informations :

• Type : 'Simple' will automatically appear in this field.

• Symbol : In this field type the symbol to be used for the unit. For example it can be 'min' for minute, 'hr' for Hour and so on.

• Formal Name : Here the Name of the unit is to be entered like Hour, Minute, etc.

• Number of Decimal Places : Specify upto how many decimal places the fraction can be displayed if the unit van be denoted in fration.

Unit (Work) - Compound When two units created under the type simple is co-related using an arithmetical relationship, it is termed as a Compound Unit. To create a Compound Unit open the Unit (Work) creation screen as mentioned above. In the creation screen enter the following details :

• Type : In this field first press backspace key and then select 'Compound' from the Type of units list.

• First Unit : Here select the unit which is being defined. For example 1 hr = 60 mins, then first unit is 'hr'.

• Conversion : Here you have to enter the figure which when multiplied with the First unit will result in the Second Unit.

• Second Unit : Here select the relevant unit from the list of created units.

Salary Details Configuration in Payroll

In Order to suit the other requirements you can configure the salary details. In order to set the configuration Press F12 or click on the F12: Configure button at the Salary Details Creation or Alteration Screen. The Salary Details Configuration screen will appear where you will see the following options available :


Allow to Override Slab Percentage : If you don't want to make any change in the slab percentage then set this field as "No". You can override or change the percentages already given by setting this field to "Yes".

Show Pay Head Type : If you want to display the Pay Head Type in the Salary Details Screen select this field as "Yes". If you don't want that set "No".

Show Calculation Type : If you want the Calculation Type of the selected Pay Head to be shown on the Salary Details Screen then set this field to "Yes" or else set it "No".

Show Computed On : Set "Yes" if computation details, if any for a Pay Head is to be displayed at the Salary Details Screen. If not select "No".

Generation of Quotations in Tally.ERP 9

Tally.ERP 9 is now provided with a new feature. Now Quotations can be generated using this software.

In order to Generate Quotations go to Gateway of Tally -> F11 (Company Features) -> Accounting Features -> Budgets & Scenario Management -> Use Reversing Journal & Optional Vouchers -> set "Yes".

Then again go to Gateway of Tally -> F11 (Company Features) -> Inventory Features -> Order Processing -> Allow Sales Order Processing -> set to "Yes".

Then go to Gateway of Tally -> Inventory Vouchers -> Alt+F5 to Select "Sales Order" -> Ctrl + L to Set "Optional" -> Create "Quotation" like delivery challan / sales invoice: save it.


Now your Quotation is ready to view and print this:

In order to Print
Gateway of Tally > Display > Exception Reports > Optional Vouchers > here you will get your saved quotation. If you "Print" this- this would be printed as "Quotation".

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Salary Details for Employees Group

The structure of payment to the employees are stated using the option 'Salary Details'. Structure of Payment means the break up of their salary that is showing the various components or Pay Heads. The Pay Structure can be defined both for Single Employee as well as Employee Groups.

It is often seen that employees belonging to a particular group have the same salary structure. In this case we don't need to provide salary structure for individual employees. We can provide salary details for the Employee Group and then tag the employees with the salary details of their respective Employee Group. It will save a lot of time.

To Create Salary Details for an Employee Group, go to Gateway of Tally -> Payroll Info -> Salary Details -> Create.

From the Given List of Groups or Employees, select the Employee Group for which the Salary Details is to be defined. After that the Salary Details Screen will appear. There you have to enter the following info :

Effective From : In this field enter the date from when the pay structure is applicable. Tally takes this date automatically in case of first pay structure details. The date automatically taken is same as the Books Beginning From Date that means the date mentioned during Company Creation. The user can specify the "Effective From date" for subsequent pay structure.

Pay Head : In this field select the relevant Pay Heads from the List of Pay Heads given.

Pay Head Type, Calculation Type and Computed on : This fields will display the details provided while creating the Pay Head.

Rate : Wherever applicable enter the rates of periodic payment.

Accept to Save.

Employee Creation- Multiple in Payroll

If you want to create more than one employee at a single screen go to Gateway of Tally -> Payroll Info -> Employees-> Create(under multiple Employees). The Multiple Employee creation screen will appear where you have to enter relevant details as shown in the picture :

Employee Creation in Payroll

Employee creations is very vital for processing Payroll Transactions. All information and details regarding individual employees are to be entered through the Employees option.

Employee Creation
In order to create an employee go to Gateway of Tally -> Payroll Info -> Employees -> Create. The Employee Creation will appear where you have to enter the following details :

Category : 'Primary Cost Category' is taken by default in this field.

Name : Here you have to enter the name of the employee.

Alias : Here give any other name of the employee, if any.

Under : Here in this field select the Employee Group from the List of Employee Groups.

Date of Joining : Mention the date on which the employee joined the organisation.

General Info : In this field information about the employee is to be entered i.e. employee's code, designation, place of duty, personal details like date of birth, blood group, address etc.

Payment Details : Here you have to enter the bank details of the employee.

Statutory Details : Statutory Details like PAN, PF No. ESI No. are to be entered here.

Passport & Visa Details : Here you have to mention the Passport and Visa No. along with their date of expiry.

Contract Details : Here you have to mention Contract related informations.

After you are done, Accept to save.

Displaying, Altering and Deleting Employee Group in Payroll

Employee Group Display

You can see the master records as you have seen before in case of Accounting and Inventory Record Maintenance. In order to view your employee Group go to Gateway of Tally -> Payroll Info -> Employee Groups -> Display.


Employee Group Alteration

In the same way you can alter the Employee Group created. In order to alter Employee Group go to Gateway of Tally -> Payroll Info -> Employee Groups -> Alter.


Employee Group Deletion
In case you have created a group by mistake and you don't want that Employee Group anymore then go to Gateway of Tally -> Payroll Info -> Employee Groups -> Alter and Press Alt + D.

NOTE : If any employee is tagged to the Employee Group you want to delete then the Group cannot be deleted.

Employee Group Creation in Payroll

Employees can be categorized in the same way as in case of ledgers and stock units. Employees can be grouped on the basis of their designation, department, location, etc.

This function of grouping employees facilitates in keeping employee details tagged to their respective groups. For example if salary details are defined for groups specifying salary details for individual employee separately is not required.



Employee Group Creation

To Create Employee Group go to Gateway of Tally -> Payroll Info -> Employee Groups -> Create(under Single Group). Then the Group Creation Screen will open. There you have to fill the following field.

Category : In this field 'Primary Cost Category' will appear by default.

Name : Here enter the name of the Employee Group you want to create.

Alias : Here you can give another name for the group, if any.

Under : Here select the group from the List of Employee Groups under which this Group falls. If the Group you are creating is a Top Level group or you have not created any group yet, then you have to select primary.

You can also create sub groups under a group. For example you can create sub-groups like Accounts Manager, Accounts Officer under the group 'Accounts'. For that enter 'Accounts Manager' in the name field and in the Under field select 'Accounts'. In this case 'Accounts' group should be created earlier.

After you are done Accept to save the Employee Group.

Salary Ledger in Payroll

For processing the salary a Salary Payable ledger is to be created as a Pay Head. In order to create Salary Payable Pay Head Go to Payroll Info -> Pay Heads -> Create from Gateway of Tally. Then the Pay Head Creation Screen Will appear. There you have to enter the following details :

Name : Here you have to enter the name of the pay head you want to create.

Alias : Here enter any other name of the Pay Head, if any.

Pay Head Types : In this field select Not Applicable from the list of pay heads types.

Under : Here select Current Liabilities from the given list.

Accept in order save the Pay Head.

When salary is disbursed, this account is to be debited and Cash or Bank account is to be credited.

How to create Deduction Pay Heads?

The first thing you need to do is go to Payroll Info -> Pay Heads -> Create. As you select and press enter on create the Pay Head Creation Screen will appear. In this screen you have to enter the relevant information. You have to fill up the following fields-Here It is shown for Earning Pay Head :

• Pay Head Type : Here select the option Employees Statutory Deductions as the amount will be deducted from the Gross pay of the employee as per statutory regulations.

• Under : Here in this field select Current Liability as the organisation is liable to pay the amount so deducted to the concerned government authorities.

• Calculation Type : Here select 'As Computed Value' from the options as the amount of this Pay Head is dependent on the value of other Pay heads like Basic, HRA, Conveyance, etc.

Computation Info : Here in this Part you have to give the necessary details for computation of Professional Tax. It is described below :

Compute : As the amount of profession tax is based on selected earning pay heads, select 'On Specified Formula'. After selection of the option select the Pay Heads involved and specify the formula and then specify the slab. Select 'Percentage' in slab type column if the amount is calculated on percentage basis. If the amount is a fixed value specify 'Value Basis' in the Slab Type Column.

After you are done with the selection Accept to save the Pay Head.

Other Pay Heads can also be Created in a similar way.