Payroll Posting

Payroll Posting (Transaction – Posting Salaries)

The Payroll Posting module in Aegis PMS allows administrators to process salaries for staff members. It provides a structured workflow to calculate payroll, adjust salary components, apply tax rules, and generate payslips.

Location:
HRM → Transaction → Payroll Posting

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Access Payroll Posting

1. Navigate to HRM → Transaction → Payroll Posting

2. The Payroll Posting screen will appear with the following options:

• • Posting Status: Select Pending, Posted, or Draft
  • Posting Type: Select Salary or Wage
  • Optional filters: Department, Cost Center, Staff Classification
  • Staff Selection: Choose Single, Multiple, or All Staff
  • Fiscal Year & Salary Post Month: Select applicable fiscal period
  • Transaction Date: Defaults to month-end but can be customized

Key Features

1. Update Payslip

Update a staff’s payslip structure without navigating to the Payslip Structure setup.

2. Add/Edit Payroll Items

Add special one-time additions or deductions (e.g., Advance Salary):

1. Select staff → Click Add/Edit

2. Choose the payroll head

3. Enter the value

3. View Payslip

Preview an individual payslip before posting to ensure correctness.

4. Zero Posting

For staff who join mid-fiscal year:

• Post “zero” salary for non-working months to prevent incorrect TDS calculation.

5. Trash Payslip

Delete draft or posted payslips:

• Posted payslips can only be trashed if the voucher is not generated

• Trashed payslips move to Draft status

6. Working Days

Enter the staff’s attendance days for the month to calculate pro-rata salary.

7. Last Month = Yes

• Marks the salary as the final post for the fiscal year

• TDS adjustments are automatically handled for staff leaving mid-year

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Draft & Posting Workflow

• Save as Draft: Prepare payroll but post it later

• To post a saved draft:

  1. Set Posting Status = Draft

  2. Load the draft

  3. Click Post

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Additional Options

• Payroll Details: View detailed breakdown of the current payroll post

• Download: Export selected staff payslips to Excel

• Summary: View totals for Salary, Tax, and Deductions for reporting purposes

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Automatic Tax Calculation Logic

Payroll tax is automatically calculated based on multiple inputs:

Setup Area	Fields Considered
Staff Profile	Gender, Marital Status, Disability
Payroll Head	Taxable (Yes/No)
Payslip Structure	Remote Area selection
Payroll Posting	Working days, custom adjustments
Other	SSF, PF contributions

Note: Correct setup in all areas is essential to ensure accurate tax computation.