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.