Step-by-Step Guide to Configuring Payroll Settings and Customizing Salary Slips

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• Ensure you are on the Dashboard page for proper access.
• After clicking, proceed to the next step for Payroll Settings.

STEP 2: Click on "Payroll Settings"

• Navigate to the "Payroll Settings" section in the left sidebar.
• Click on the "Payroll Settings" link to access the relevant configuration options.
• Ensure to fill in the required fields marked with an asterisk (*) in the Company Settings form, such as Company Name, Phone, Email, and Website.
• After entering the necessary information, click the "Save" button to apply changes.

STEP 3: Select "Salary Slip Data"

• Click on the "Salary Slip Data" tab in the Payroll Settings section.
• This will display the relevant salary components and their details.
• Ensure you review the listed components for accuracy before proceeding to the next step.

STEP 4: Select Employee Custom Fields to Show in Payslip

• Click on the "Employee custom field To show In Payslip" section.
• Options available include:
  • Select All
  • Bank Name
  • Bank Account Number
  • Bank Address
• Ensure to check the desired fields for inclusion in the payslip.
• Proceed to the next step by clicking the "Save" button.

STEP 5: Click on "Save" to Confirm Changes

• Ensure all desired employee custom fields are selected.
• Locate the "Save" button highlighted in the red border.
• Click the "Save" button to apply your changes.
• Review any confirmation messages that appear after saving.