Saral Pay Pack

WELCOME TO PRODUCT PROFILE OF SARAL PAYPACK Version 6.00

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Saral PayPack File -> New [To Create a New File]

File •File Creation •Data Directory

Enter the file name and other required details and create

Saral PayPack File -> New [To Create a New File]

File •File Creation •Data Directory

Map the Data Directory and click Accept Button.

Saral PayPack Master -> Company Details [To create the Company Master Info]

Initial Setting • Company Details

Enter the Basic Details of Company

• Option Settings • Create New Month • PT Rate Editor • PF/ESI Rate Editor • PF Zero Pension Setting

Enter the Additional details related to Statutory details

Enter TAN details of the Company.

Saral PayPack Initial Settings -> Option Settings -> General Options [To set the available options]

Initial Setting • Company Details • Option Settings • Create New Month • PT Rate Editor • PF/ESI Rate Editor • PF Zero Pension Setting

Saral PayPack Initial Settings -> Option Settings -> Features [To set the available options]


Saral PayPack Initial Settings -> Option Settings -> Advanced [To set the available options]


Saral PayPack Initial Settings -> Option Settings -> Others [To set the ESI Submission Online]


Saral PayPack Initial Settings - > Create New Month [To create a new month]


Enter a new month and Click on Save

Saral PayPack Initial Settings -> PT Rate Editor [To set the PT slab applicable]


Select the effective Month

Fill in the minimum amt of slab and also the suitable PT amt.

Saral PayPack Initial Settings -> PF/ESI Rate Editor [To set the ESI / PF rates.]


Saral PayPack Initial Settings -> PF/ESI Rate Editor [To set the ESI / PF rates.]


Saral PayPack Master -> Company Details -> Branch Master - > Branch Details [To create the Branch Details]

Masters •Branch Details • Salary Structure Definition • Define Salary Heads

Enter the basic details of the Branch

• Assigning to Structure • Employee Details • Employee Salary Rate • Financial Institute Master • Classification Detail Cap. •HR Details

Enter Statutory Details of Branch

Saral PayPack Master -> Salary Structure Definition [To create different Salary Structures. Ex:- GM, Mgr, Trainee etc]

Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial Institute Master • Classification Detail Cap. •HR Details

Enter the Structure name and Save.

Saral PayPack Master -> Define Salary Heads [To create different Salary Heads (other than the pre-defined heads)]


Very Important

Saral PayPack Master -> Define Salary Heads [To create different Salary Heads (other than the pre-defined heads)]


Enter the Earning Heads

Enter the deduction Heads And Save

Saral PayPack Master -> Assign Heads to Salary Structure [To include the salary heads in to the Structure]


Select Salary Structure



Select Salary Head



Select Valid From Till Date


Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial institute Br. Dtls • Classification Detail Cap. •HR Details

Select Calculation Basis

Available Basis


Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial institute Br. Dtls • Classification Detail Cap. •HR Details

Select Calculation Type



In case if the Calc Type requires creating a formula, slab, company lumpsum etc., click „…‟. This will open an Expression Editor, where create the Expression as required and use them where ever necessary.


Masters •Branch Details

Check to make ESI, PF & PT applicable on the Salary Head

• Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial Institute Master

Enter the percentages of the Salary Head amounts applicable for ESI & PF calculation.

• Classification Detail Cap. •HR Details

Select the suitable Salary Heads to be linked as per the Income Tax.

IT defined - Earning Heads

Deduction Heads

Saral PayPack Master -> Employee Details [To create Employee Master Details]

Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial institute Master • Classification Detail Cap. •HR Details

Enter all the Employee Details along with their Date Of Joining, all personal Details and professional details like Designation, Grade, Branch ets and all Statutory Details.

Saral PayPack Master -> Employee Details -> Salary Master -> Employee - Salary Rate Details [To create Employee Salary Rates]


Select the effective month and enter the salary details for the heads which are in the white (editable) fields. Enter the PF Vol also either by way of %ge or amount and Save.

Saral PayPack Master -> Financial Institution (Branch) Details [To create Different Bank Masters for Salary Transfer of Employees]


Enter the Bank name and Address with Branch / MICR code & Save.


Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure

User have authority to change caption of all the classification

• Employee Details • Employee Salary Rate • Financial Institute Master • Classification Detail Cap. •HR Details

Click this button to generate more classification



Here you can create 14 more classification and also use the same in Expression Editor for creating formula for Salary calculation

Saral PayPack Master -> Employee Details -> HR Details Master -> HR Details [To create Employee Employee HR Details]

Masters •Branch Details • Salary Structure Definition • Define Salary Heads • Assigning to Structure • Employee Details • Employee Salary Rate • Financial Institute Master • Classification Detail Cap •HR Details

Enter any of the available details in the fields / tabs provided and Save.

Saral PayPack Attendance-> Initial Configuration-> General Configuration [To create different types of attendance basis, with OT definitions]

Attendance • Initial Configuration • Holiday List • Leave Allotment • Leave Tracking • Leave Encashment • Leave Holiday/Details • Leave Summary

All Master Setting will be done from here like if you want to make Automatic Allotment, Rotating Weekly Off etc…….

Saral PayPack Attendance-> Initial Configuration-> Attendance Configuration or (Cltr+F2) [To create different types of attendance basis, with OT definitions]


Select the appropriate option : Dependentfor incorporating Attendance Import system for more secured data. Independentfor modifiable attendance data which needs re-calculation for any changes to get effected.



Select appropriate option to specify the exact number of working days considered as base for Salary Calculation.



Select one or both of the default available OT heads. For these, Names cannot be changed. NOTE: If more heads are required, surely will be allowed to do so.



Select Leave Register If you want to enter only the leaves / absentism Select Attendance - Daily if you want to enter daily attnd. As „P‟ , „LOP‟ etc Select Attendance - Hourly if you want to enter attnd. As „8‟ hrs, „10‟ hrs etc Select Monthly if you want to enter number of Leaves



If the Attendance Type selected is Attendance - Hourly and Saved, you can fix the timings for OT calculation by clicking on the button Setting. This will open up another screen ………….



Enter the Range of hours up to a precision of seconds for each of these options to be considered as No Attendance Half Day Full Day



Enter the Max period up to which OT will not be considered for. Also, enter the Min period beyond which only OT will be considered for.



This is to calculate the OT hours based on the „Short in the Cutoff period.

falls‟

&

‘Exceeds’

1. If Over time box is checked, any exceeds from one cut off but short of next option condition (No Attendance, Half Day & Full Day) will be considered for OT. 2. 2.If Deduct box is checked, any short falls in one option will be reduced from the available OT hours.

Saral PayPack Attendance-> Holiday list-> Weekly Off or (Ctrl+W) [To create and Enable Advance Recovery]


With this module you can fix Weekly Off for Organization, in above example it is mentioned Sunday as Weekly Off, if you want other day as Weekly Off then select Day from Drop Down menu of Day Of the Week and select First Half & Second Half and click on Save For most Of the Organization they are using Rotating Weekly Off which is not fixed for every Week

Saral PayPack Attendance-> Holiday list-> Weekly Off or (Ctrl+W) [To create and Enable Advance Recovery]


If you Click Rotating Button in Weekly Off Button, then you will get this screen, here you can give Rotating Weekly Off According to Company, Att. Head & Employee and select any day for which you want Rotating Weekly Off then Right Click and select Set First Half , Set Second Half & Set Full Day

Saral PayPack Attendance-> General Holiday [To create and Enable Advance Recovery]


This window is generally used for National Holiday

Saral PayPack Attendance-> Leave Allotment-> Leave Definition [To create and Enable Advance Recovery]

Attendance • Initial Configuration • Holiday List • Leave Allotment • Leave Tracking • Leave Encashment

Provision to Define Leave according to User Requirement and click Save.

• Leave Holiday/Details • Leave Summary

Master Setting Button is used to Configure Leave for particular Attendance master.

Saral PayPack Attendance-> Leave Allotment-> Leave Definition [To create and Enable Advance Recovery]


Select leave from Drop down menu of Leave Type and do setting according to user

Saral PayPack Attendance-> Leave Allotment-> Set Opening Balance [To create and Enable Advance Recovery]


Used to set Opening Balance of employee, but please make sure that this will work at the time of Date of Joining of Employee, Select Leave and give Opening Balance

Saral PayPack Attendance-> Leave Allotment-> Allot/Avail Date Setting [To create and Enable Advance Recovery]


Mainly this feature is used to set, from when employee will get and Avail Leave.

Saral PayPack Attendance-> Leave Allotment- > Attendance “Att. Name”-> Allotment [To create and Enable Advance Recovery]


Saral PayPack Attendance-Leave Tracking- > Attendance “Att. Name”-> Optional Configuration [To create and Enable Advance Recovery]


This option is used when employee will taken his Leave more then his Allotted, if you select this option, then automatically Leave will be treated as LOP (Loss Of Pay or Leave without Pay)

Saral PayPack Attendance-> Leave Tracking- > Attendance “Att. Name”-> Monthly [To create and Enable Advance Recovery]


Saral PayPack Attendance-> Leave Tracking- > Attendance “Att. Name”-> Leave Register [To create and Enable Advance Recovery]


Detailed Register in which we can record Leave Detail of every employee with their reason.

Saral PayPack Attendance-> Leave Tracking- > Attendance “Att. Name”-> Daily [To create and Enable Advance Recovery]


You can mark employee Attendance on Daily Basis If employee is Present then “P”, if he is Without Pay then “LOP”, if he is taken Causal Leave the “CL”

User will get Drop down button in every Grid by which you will mark employee Attendance

Saral PayPack Attendance-> Leave Encashment [To create and Enable Advance Recovery]


Module for Encash of Leaves.

Saral PayPack Attendance-> Leave Tracking- > Attendance “Att. Name”-> Hourly [To create and Enable Advance Recovery]


To generate report of Leave Details Employee wise, click Export Button for generating Report on Excel

Saral PayPack Attendance-> Leave Summary [To create and Enable Advance Recovery]


It will show Leave Summary Of Employees and Report button will generate different reports.

Saral PayPack Pre Salary Transactions -> Advance

Pre Salary Transactions •Advance •Loan • Change Classification Detail (Bulk) •Increment (Bulk) • Bonus • Ex-Gratia •Gratuity • Reimbursement

Select an Employee. Enter the Advance Name, Name, date of payment, amount of Advance, select Instl. Amount Can view the EMI Recoverable and Deposits by selecting the said tabs. Click Multi Allot to make the entry possible for multiple number of employees

Saral PayPack Pre Salary Transactions -> Loan


Select an Employee. Enter the Loan Name, select Institution, A/C No., date of payment, amount of Loan, enter Instl. Amount Can view the EMI Recoverable and Deposits by selecting the said tabs. Click Multi Allot to make the entry possible for multiple number of employees

Saral PayPack Pre Salary Transactions -> Change Classification Detail (Bulk)


For Transferring employee from one Classification to other, select Classification in First Block select old type, all the employees will reflect in Right Side window and in other block select new type and click on save. Note* This will take affect from 1 Day of the month.

Saral PayPack Pre Salary Transactions -> Bonus


Bonus will calculate on Present Days of employee, the Actual Present Days will calculate through From & To Month, just select formula select Months also select Pay month. Max Bonus means how much you want to give maximum amount. Save the setting and click on Calculation . Note* Always Bonus will calculate on Calculated Value

Saral PayPack Pre Salary Transactions -> Bonus


After click on Calculation Button, you will get this window, click Add Emp. You will get 1 filter just select Employee and click on OK button of Filter, Bonus will calculate automatically

Saral PayPack Pre Salary Transactions -> Ex-Gratia


Saral PayPack Pre Salary Transactions -> Gratuity


Add Employee and it will calculate the Gratuity only for that employees who had completed 5 years of Service, select Theoretical or Earned what ever you want, Payment Mode then click “C” button and select Salary Head, after that Click on Calculate and Save it. The Basic Concept of Gratuity is that, employee has to complete minimum 5 years of Service with Organization, and in Saral PayPack year difference of Gratuity will depends from Date of Joining to Date of Leaving.

Saral PayPack Pre Salary Transactions -> Reimbursement-> Master


Whatever the restricted amount you had set, maximum that amount will Pay Auto Claim means when you create new month automatically Claim will happened With this option automatically the alloted amount will considered for TDS Calculation

Most Important & Versatile module of Saral PayPack is Reimbursement. And in terms of Tax calculation it will treated as Perquisites, mainly there are 3 types of Reimbursement MEDICAL, LTA & OTHER REIMBURSEMENT which you will get in Reimbursement Type Dropdown Button. And in Setting there are 3 types of Allotments and also some setting is there .

Saral PayPack Pre Salary Transactions -> Reimbursement-> Allotment


Block Period will use when LTA will defined

For Allotment first need to Select Financial Year, then Select Reimbursement Name, Emp ID, Employee Name & Enter Date then click on 3 doted button 1 more window will open there you need to enter Monthly or Yearly Allotment and Click on Save

Saral PayPack Pre Salary Transactions -> Reimbursement-> Claim


For Claiming it is very easy to access just fill the details and enter Claim Date in Date option, automatically whatever the amount is alloted for given month will reflect in Amount option and click on save, and all the summary for Bill Details will reflect below

Saral PayPack Pre Salary Transactions -> Reimbursement-> Bill Details


Bill Details mean what ever the Bill you will give to HR, She/He will update the same in SPP. On behalf of Bill Details your Reimbursement amount will be Exempted. Just enter all the entries.

Saral PayPack Salary Transactions-> Monthly Salary Rate

Salary Transactions •Monthly Salary Rate • Monthly Salary Editor • Additional Earning/Deduction • Arrears • Full and Final Settlement • Lock Month

With this module you ca edit Salary of employees manually, and it is only happening when Calculation Type in Assign Heads to Salary Structure is LUMPSUM

Select the Sal. Structure and Month for which the entry to be made.

Saral PayPack Salary transaction-> Monthly Salary Editor or (Ctrl+S)


Here ends the Salary Processing. Now you can see the Salary figures calculated and placed in various columns. These have been arrived at by taking all the previous entries into consideration like, attendance, standing instructions etc.

Saral PayPack Salary transaction-> Monthly Salary Editor or (Ctrl+S)


Can edit the details based on the Attendance type being Loose Integration.

You can edit Columns whose Calculation type is every month and also you can edit TDS and PT

Saral PayPack Salary Transactions -> Additional Earning/Deduction

Salary Transactions •Monthly Salary Rate • Monthly Salary Editor • Additional Earning/Deduction • Arrears • Full and Final Settlement • Lock Month In definition you need to map the given amount with TDS Reference

Enter Employee ID and Employee Name enter Amount and click on Save and the same exercise need to do for Deduction

Saral PayPack Salary Transaction-> Arrears


Manual in Arrear Module means you need to enter Salary details manually, Salary Head Wise means you need to enter according to Salary Head and Lumpsum means you need to enter consolidated amount.

With this option Arrear will calculate automatically by checking previous month Salary.”No. of Days ” means it will give Arrear on Days which you will enter in Computation

It will restrict –ve amount while calculating Arrear



Select option for PF ESI & PT Deduction



Click Add Emp. Button for adding employee in Arrear module, just add employee and Arrear will calculate automatically

Saral PayPack Salary Transaction-> Full and Final Settlement


Click Create Button to create FFS, after opening small window just select Emp ID or Employee Name and if you want to include Gratuity and Leave Encashment , then select Pay Mode as include in FFS as in there respective module, and click Create button in small window, after that automatically small window will closed, then select Emp ID from Back window you will found Full and Final Automatically

Saral PayPack Salary Transaction-> Lock Month


Lock month means it will lock the pervious month in Saral PayPack, if check box is tick it means that it is Locked, if you want to unlock it please untick that Box and Save

Saral PayPack Import/Export-> Template

Import/Export • Template • Import from Excel • Export to Excel • Sample Excel

Select Template for importing Employee details like Employee information from “Employee Master” salary will be imported from “Salary Rates” etc…

Saral PayPack Import/Export-> Import from Excel


Select Template for which you need to Import for eg: If you want to import Employee Master then select Employee Master

Give the path of Excel sheet and click next to import.

Saral PayPack Import/Export-> Export to Excel


This option is used to Export Saral PayPack Data to Excel according to Template

Saral PayPack Import/Export-> Sample Excel


Sample Excel is just for User reference

Saral PayPack TDS-> Options

TDS •Options • Bulk TDS Update • More Employee Details • Declaration Forms • Port Details • View Ported Details • Compute Income Tax • Computation Details • Port computed TDS to Salary • e-Return

After deducting TDS if you want that TDS will not be changed then you need to select this Option

With this option TDS will calculate on Proof Amount whatever you will give to HR .

If employee has taken and Loan or Advance the TDS will calculate according to that

Saral PayPack TDS-> Bulk TDS Update


You can update employee Designation his PAN Number and Date of Birth

Saral PayPack TDS-> More Employee Details


If Employee is in Metro City the need to check, untick means Employee comes under non-metro like wise need to update all options for TDS Calculation.

Saral PayPack TDS-> Declaration Form-> Export


You can Export the TDS Declaration form or directly mail to employees, for mailing the e-mail Address of employee is must in Employee Master

Saral PayPack TDS-> Declaration Form-> Import


You can directly Import excel sheet for furnishing Investment Details for TDS calculation. Just click import it will directly port all the details w.r.t. appropriate sections.

Saral PayPack TDS-> Port Details


The term Extra Polate means, it will assume employee Salary for complete Financial Year & if you untick it then it will assume only for SPP created month in Financial

Most important part for TDS calculation is Port Details, It will link all the details between Salary Module and TDS Module, just select employee and click on Port Details.

Saral PayPack TDS-> View Port Details


Whatever the Data is ported in Port Details the same will reflect here if you see then in Pervious Slide we had ticked Extra Polate option. “So values is coming for whole Financial Year”

Saral PayPack TDS-> Compute Income Tax

TDS •Options • Bulk TDS Update • More Employee Details • Declaration Forms • Port Details • View Ported Details • Compute Income Tax • Computation Details • Port computed TDS to Salary

After completion of Tax Calculation click OK

• e-Return

What ever the Data you Port, same will compute it for Tax Calculation, it will assume all the Details Under Section VI A and then compute it according to Tax Slab for respective Financial Year. First click Start Button it will automatic Calculate.

Saral PayPack TDS-> Computation Details


Saral PayPack TDS-> Compute Income Tax

TDS •Options • Bulk TDS Update • More Employee Details • Declaration Forms • Port Details • View Ported Details • Compute Income Tax

3) Select Salary Structure

1) Select Financial year

• Computation Details • Port computed TDS to Salary • e-Return

2) Select Month/Year

4) After Selecting Salary Structure, EMI for Month will come in Red, if you want to make same value for TDS deduction, then click Port and then Save, otherwise Edit TDS is editable column, you can edit with yourself also.

Saral PayPack Reports-> Monthly Reports-> Pay Slip or (Ctrl+P)

Reports •Monthly Reports • Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary • Report Writer • Factory Act Forms • General Custom Reports

Saral PayPack Reports-> Monthly Reports-> Pay Slip or (Ctrl+P)


You can generate Pay Slips by selecting any format, there are 2 Specimen Slips FYI “Editable Columnar Pay Slip” and “Pay Slip (Detailed)”

Saral PayPack Reports-> Monthly Reports-> Advance Report Editor

Reports •Monthly Reports

Click this button for setting of Pay Slip

• Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary • Report Writer • Factory Act Forms • General Custom Reports

With the help of this Utility User can design Pay Slip according to him, in this utility there are 13 types of Payslip format, which can edited by user requirement.


Reports •Monthly Reports • Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports

Click this button for selecting Pay Slip Format

This Option will help you for designing Pay Slip according to User Requirement

• Salary Summary • Report Writer • Factory Act Forms • General Custom Reports

This option is used when you select your Payslip format .



Specimen Copy of customized Pay Slip which is designing through Advance Report Editor.

Saral PayPack Reports-> Monthly Reports-> Salary Sheet


As par system Pay Slip, there is option for Salary Sheet which Application defined you are not allowed to edit any head in Salary Sheet.



With the help of this option you can generate report for total summary of all the Salary Heads. But it will generate on behalf of Salary Structure.


Reports

User can generate Bank Statement and submit to Bank for Salary Remittance.

•Monthly Reports • Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary

User can generate Bank format which will uploaded to Bank Directly & Bank will credit Employee Salary on behalf of that report.

• Report Writer • Factory Act Forms • General Custom Reports

Rest of the reports are General Report.

Saral PayPack Reports-> Statutory Reports-> PF/ESI Reports


Most important Report section is PF/ESI Reports, here user can generate all Statutory Report which is necessary to submit in Respective Department as monthly, Half Yearly & Yearly. Also we have Advance feature for Online return of PF & ESI, for PF it is eReturn & for ESI it is ESI Online.

Saral PayPack Report -> Statutory Reports-> PT Reports


PT Reports are Professional Tax Report, which is based on State to State. Because for every State there is different Slabs and the deduction of PT is based of Total Earning. Below example is monthly PT Report

Saral PayPack Report -> TDS Report

Reports •Monthly Reports

You can generate Form 16 . Which will available in Excel

• Statutory Reports • TDS Reports

With this report employee will know his Tax liability for current Financial Year

• Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary • Report Writer • Factory Act Forms

Report will generate on excel where all the yearly details will be head wise with monthly bifurcated figure.

• General Custom Reports

All the salary details will come in 1 row, with combined amount head wise.

Saral PayPack Report -> TDS Report-> Form 16

Reports •Monthly Reports • Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary

1) Select Assessment Year

• Report Writer • Factory Act Forms • General Custom Reports

2) Enter Place

3) Enter Date

4) Click Preview to generate Form 16

Saral PayPack Report -> TDS Report-> Statement Of Total Income

Reports •Monthly Reports • Statutory Reports • TDS Reports • Additional Reports • Employee Related Reports • Reimbursement Reports • Salary Summary • Report Writer • Factory Act Forms

1) Select Assessment Year

• General Custom Reports

2) Select Employee

3) Click on Preview

Saral PayPack Report -> TDS Report


1) Additional Reports: These are Basic generate reports in which you can general Advance, Advance Leave Report, Salary Certificate, Arrear Pay Slip, Arrear Salary Sheet, Bonus, Ex-Gratia, Gratuity, PF Covering Letter etc......! 2) Employee Related Reports: in this report you will get all the reports regarding Employee Related like, Employee Profile, Employee Details, Contact Details, ID Cards etc…..! 3) Reimbursement Report: In this option you will get Bank Statement of Reimbursement & Bill Details of Reimbursement.

Saral PayPack Report -> Salary Summary

Reports •Monthly Reports • Statutory Reports • TDS Reports

2) Select Employee

• Additional Reports

1) Select Financial Year

• Employee Related Reports • Reimbursement Reports • Salary Summary • Report Writer • Factory Act Forms • General Custom Reports

3) Click preview to generate report.

In this report you will get monthly Bifurcation of Salary.

NOTE* Whatever the months is created in file only for that months it will show Data.

Saral PayPack Report -> Salary Summary


It is showing Bifurcated Values of each Salary head.

Saral PayPack Report -> Report Writer


Any kind of report format you can generate with this utility, you need to select the Employee, his Classification Details, Additional Information, Month/Year, Salary Heads & click on view, you will get report on Excel.

Saral PayPack Report -> Factory Act Forms


For report generation first please select State-> Act-> Select Form Name “while selecting it will comes under Blue state” -> Month/Year-> Select Employee and click on Preview. Factory Acts form are very much Important in Labor Class industries, In this utility you will get format w.r.t. their States but data will not get captured and in Act we have Factory Act, Gratuity Act, WAGES ACT.

Saral PayPack Report -> General Custom Reports


Very smart feature for Implementers from Relyon, it is totally developed on request of Implementer, here you can generate any kind of reports, but you should know the knowledge of Database.

It is default reports, you will not allowed to edit any data field.

You can very much welcome to create reports according to client requirement.

Saral PayPack Tools-> MIS Data-> Employee Summary

Tools • MIS Data • Bulk Delete • Classification Transfer • Export General Voucher

To generate Employee information, like his personal information, Reimbursement Details, Leave Details, Monthly Salary Details

• Re-calculate Theoretical Salary • Expression Editor • Advanced Filter • Mark Salary Head as Reimbursement • Payroll Calendar • Interest Calculator

etc….

1) Select Employee ID

2) Select Employee Name

3) Select the items & click on To Excel

Saral PayPack Tools-> MIS Data-> Whole Year Summary

Tools • MIS Data • Bulk Delete • Classification Transfer • Export General Voucher • Re-calculate Theoretical Salary • Expression Editor • Advanced Filter • Mark Salary Head as Reimbursement • Payroll Calendar • Interest Calculator

Here you can generate whole year summary for each employee according to Salary heads which you want.

Saral PayPack Report -> General Custom Reports-> Employee Salary Comparison


With the help of this option you will Clubbed salary details, according to user requirement on Calendar Year, Financial Year & General.

Saral PayPack Report -> General Custom Reports-> Employee Head Count


Employee Head Count means how many employees comes under Compared On Drop Down option. It will show total number of employees, in particular option which you will select in Compared On

Saral PayPack Tools-> Bulk Delete-> Advanced Employee Delete


If you want to delete Employees in Bulk then select this option. NOTE* ONCE YOU DELETE EMPLOYEE YOU WILL NOT RECOVER IT. So, it is requested to please use this utility very Carefully.

Saral PayPack Tools-> Classification Transfer


Classification Transfer means, if you want to transfer Classification to Extended Classification then just select Classification and click on Transfer. NOTE* IF YOU CLICK TRANSFER THE BELOW WINDOW WILL COME, PLEASE READ THE POINTS CAREFULL AND DATA BACKUP BEFORE TRANSFERING IS HIGHLY RECOMMENDED, AFTER TRANSFER THE CLASSIFICATION THERE IS NO CHANCE TO RECOVER IT.

Saral PayPack Tools-> Classification Transfer


General Voucher is showing that how much Salary is paid by employer to employee with Bifurcated details. First Select Financial Year-> From Month-> To Month-> Export Option-> Click Setting Button. New window will open named as “Account Heads”, here you just click Default Button to fill Default Salary heads and click Save & close the “Account Heads” window and click on Export.

Saral PayPack Tools-> Re-calculate Theoretical Salary


For generating all the reports without any mismatching of Data you need to Calculate Theoretical Salary manually, just Select Month & click on Calculate.

Saral PayPack Tools-> Expression Editor


Expression Editor is used to create formula, here you will see all Salary heads with Component and CV. Component mean actual value which you will defined in Employee Master Salary Details. And CV means Earned value which he will got after marking the Attendance.

Saral PayPack Tools-> Advanced Filter


To use of this option you need to select Filter category w.r.t their Master setting, for eg in Sal Structure if you defined 2 structure, then it will list put in middle section select any 1 if you want, click on VIEW and the select employee and click OK.

Filter Option is used to filter Employees w.r.t their Sal Structure, Branch, Department, and all the Classification Details.

Saral PayPack Tools-> Payroll Calendar


1) PAYROLL CALENDAR: It shows the normal Calendar Days in a month.

Saral PayPack Tools-> Interest Calculator


Interest Calculator is used to calculate interest on Loan, Advance, Select Calculation Type for and enter all the required entries and click on Calculate. Your Interest will be calculated automatically.

Saral PayPack Utility-> Create Sample Files

Utility • Create Sample Files • File Security •Software security Option •Backup restore •Backup reminder •Button skin •Calculator •Excel •Download e-sign •Check for web updates

These are some sample files which has been given for beginners to test the files ,that how it works on various conditions

Saral PayPack Utility->File security This module facilitate the user to be operate with multiple user group.


Saral PayPack Utility->File security->Users Editor In this module you need to specify the usernames and user groups followed by desired password. In this module you have to decide which user has to get the admin rights and user rights


By clicking this check box, it will enable the classification securities like Department, Designation….. etc

Saral PayPack Utility->File security->Screen Wise permissions

Utility

Permission Hierarchy according to that you can decide which screen will be viewed and modifiable by which users .

• Create Sample Files • File Security •Software security Option •Backup restore •Backup reminder •Button skin

It will navigate to the user group editor

•Calculator •Excel •Download e-sign •Check for web updates

Select the User name to whom you want to give screen permission as per listed items

Tick =Permission given Untick =Permission Denied

Saral PayPack Utility->File security->Screen Wise permissions

Utility

Permission Hierarchy according to that you can decide which Button will be viewed and modifiable by which users .

• Create Sample Files • File Security •Software security Option •Backup restore •Backup reminder •Button skin

It will navigate to the user group editor

•Calculator •Excel •Download e-sign •Check for web updates

Select the User name to whom you want to give button permission as per listed items

Tick =Permission given Untick =Permission Denied

Saral PayPack Utility->File security->Classification wise Securities

Utility

Permission Hierarchy according to that you can decide which classification will be viewed and modifiable by which user .

• Create Sample Files • File Security •Software security Option •Backup restore •Backup reminder •Button skin •Calculator •Excel •Download e-sign •Check for web updates

Select the user name and check the option for which classification has to be viewed and modifiable by that particular user

Tick =Permission given Un-tick =Permission Denied

Saral PayPack Utility->File security->Change Password


Incase if you want to change your user password, here is the option to change

Saral PayPack Utility->File security->Security Option


TO enable the password option, pleas check the option as Protect with password and put the password as Admin

Saral PayPack Utility->Software Security Option


This is the option which will enable the password functionality when you will open the software

Saral PayPack Utility->Backup Restore->Backup

Utility • Create Sample Files • File Security •Software security Option •Backup restore •Backup reminder

Select the data path where the Rpp file is being stored

•Button skin •Calculator •Excel •Download e-sign •Check for web updates

Click to browse the path, where you want to save the backup file

Finally Click on Backup to start Process

Saral PayPack Utility->Backup Restore-> Restore


Provide the sever name\ instance name, username and password to connect database. Click on Connect

Saral PayPack Utility->Backup Restore-> Restore

Utility • Create Sample Files • File Security •Software security Option

Click here to Locate the backup file

•Backup restore •Backup reminder •Button skin •Calculator •Excel •Download e-sign •Check for web updates

Check the override option if you want to override the file over an existing one ,other wise you may change the name in file name box and click on restore button.

Saral PayPack Utility->Backup Restore-> Skeleton Backup


Skeleton Backup is useful when ever, you want to get all the settings of the particular company without single employee, the backup contains all the configuration .

Saral PayPack Utility->Backup Restore-> Backup reminder


The option is given for auto backup within days interval Specify the path where the backup will be saved.

Saral PayPack Utility->Backup Restore-> Button Skin


Saral PayPack Utility->Backup Restore-> Calculator


It open the system Calculator

Saral PayPack Utility->Backup Restore-> Excel


Saral PayPack Utility->Backup Restore-> Download e-sign


It will allow to download the esign

Saral PayPack Utility->Backup Restore-> Check for Web updates


Click on Check for webupdates which will check and install for the latest version of software if it is available on the web.

Saral PayPack Registration

Registration • Registration •Registration For Additional features •Generate License file

Select Appropriate edition that you have purchased

Put the soft key issued by Relyon and register

Saral PayPack Registration For Additional Features

Registration • Registration •Registration For Additional features •Generate License file

Please provided the soft key for those additional modules to get full features and functionality.. Finally Press Registration

Saral Pay Pack

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