The article describes the management, editing, and setting of salary models in Netvisor. The instructions cover the basic data of the salary model, holiday settings, working hours entry settings, formula management, payslip formatting, as well as simulation and access rights.
CONTENT
- Basic data of the salary model
- Holiday settings
- Working hours entry
- Salary type formulas
- Formatting
- Calculation targets breakdown
- Simulation
- Access rights
From the management of salary models, you can edit and manage the basic data of the salary model, holiday settings, and for example, the formatting of the payslip.
Pay > Payroll > Salary model management > Click on the name of the salary model
In the management of salary models, all salary models copied to the company are displayed. Proceed as follows:
- Edit the salary model information by selecting the name of the salary model.
- Edit formulas by selecting the "Formulas" button.
Basic data of the salary model
In the basic data of the salary model, you edit the basic settings of the salary model such as the type of pay period and the default salary payment date. The name of the salary model can also be changed.
Name: The salary model must have a name. The name can be edited if desired.
Pay period type: A type must be defined for the pay period. The options are:
Week (1.1. - 7.1.)
2 weeks (1.1. - 14.1.)
2 times/month (1.1. - 15.1.)
Month (1.1. - 31.1.)
Day (1.1. - 1.1.)
Description: A short description of the content of the salary model. The description comes automatically when the salary model is copied from Netvisor's ready-made salary model templates.
Enter the salary payment date by entering the default salary payment date shift in relation to the last day of the pay period.
Alternatively, you can give the default salary payment date.
"Salary payment date" means the day when the pay is in the employee's account.
Default salary payment date shift (+/-)
If the pay is paid after the end of the pay period in the next month, the salary payment date shift is used.
For example, if the pay period is a month (1.1.2017 - 31.1.) and the salary payment date is 5.2., the default salary payment date shift is set to 5 days.
The default salary payment date is also used to set the salary payment date if the pay period's pay is paid other than once or twice a month.
Default salary payment date
The default salary payment date is set for the salary model when the pay is paid within the same month of the pay period. Set the date between 1-31. Available when the pay is paid twice a month and works like the default salary payment date.
Second default salary payment date of the month
If the pay period type is 2 times/month, two default payment dates can be defined for the salary model.
Default date of the salary voucher
The recording date of the payroll voucher. The options are the end date of the pay period and the same as the default salary payment date.
Default filing period for absences
This selection affects whether absences are reported according to the current or previous pay period.
Time management information is displayed on the second page of the payslip
From the salary model settings, you can define whether working hours information is printed on the second page of the payslip. This setting can be found as follows: Pay > Payroll > Salary model management > Select salary model > Basic data tab > Show breakdowns of working hours entries and travel expense reports on the payslip.
Salary model-specific reminders
Set scheduled reminders for the salary model (e.g., holiday pay or other annual items) that are displayed in the payroll check view when creating payslips:
- Define the reminder in Salary model management > Basic data of the salary model.
- Select Scheduling (Month): A specific month or "Monthly".
- Select Scheduling (Year): A specific year or "Annually".
- Write a Comment (up to 400 characters).
The reminder appears in the pay basis check view when payroll is performed.
The reminder is activated if even one day of the pay period falls on the selected calendar month. For example, if you select a reminder for December, it will be displayed on all pay periods that include days from December.
Holiday settings
In the holiday settings of the salary model, the accounting allocations for holiday pay debt accrual and the allocations for the side costs of holiday pay debt are defined. User guide: Handling holiday pay debt in accounting
Allocations for side costs of holiday accrual
If it is selected from the payroll settings that side costs are accrued from holiday debt, allocations can be defined for the side cost accruals of holiday pay debt.
Working hours entry
The weekly working hours and the method of recording hours are defined in the settings of the salary model. These affect all employees who are linked to the salary model. However, it is possible to define a different working time for the employee's employment.
This view also manages whether the employee can record working hours, travel expense reports, or pay period-specific entry rows.
Regular weekly working hours
The information saved in the "Regular weekly working hours" field is displayed in the calendar entry in the working hours entry. When regular weekly working hours are defined, the program offers one working day length as one-fifth of the weekly working hours. For example, 37.5 hours/week makes 7.5 hours per day.
The five working days weekly working hours affect the employee's flexitime tracking. If flexitime is tracked, the weekly working hours must be set behind the employee's salary model for flexitime tracking to work correctly.
If the weekly working hours are 37.5 hours, i.e., 7.5 hours per day, the hours recorded for entry types affecting flexitime are compared to this number. If hours for the day are, for example, 5.5 hours, the flexitime balance for this day accumulates -2 hours. Conversely, if the recorded hours are a total of 8 hours, the flexitime balance increases by 0.5 hours.
If no row is recorded for any day for an entry type that affects flexitime calculation, this day is not considered in the flexitime balance calculation. If a whole day is taken as flexitime leave, 0 hours should be recorded for the entry type affecting flexitime calculation for that day. As a result, the flexitime balance decreases by 7.5 hours.
If hours are recorded for the weekend for an entry type affecting flexitime calculation, these hours directly increase flexitime by the amount of the entry, i.e., the number of hours is not compared to the daily number of hours.
Working hours entry method
The salary model can choose how working hours are recorded. The working hours entry method affects how the employee belonging to the salary model should enter their working hours.
"In hours (h)" In the working hours entry view, working hours are entered directly as hours (e.g., 7.5 h).
"By clock times (hh:mm - hh:mm)" Instead of hours, start and end times and possible breaks can be given. From this, the total working hours of the workday are calculated.
Instructions displayed in the working hours entry view
Instructions related to working hours entry can be given for the salary model, which is found in the working hours entry view for the employee. The given instructions are displayed in the working hours entry view according to the selected employee's salary model.
Instructions can be given in different languages, and in working hours entry, the language of the instructions follows the interface language.
Salary type formulas
Each salary model contains its own salary types. In the management of salary types, the salary types and their calculation rules used in the payroll of the salary model are defined.
Salary types define the source of values, which can be the employee's pay basis, payroll settings, or the user's formula. You can find more about salary types in this guide: company-specific salary types
Record type formulas
Record type formulas are found at the end of the salary type formulas tab. Record types are used in working hours entry. Based on the hours entered for record types, pay can be paid to the employee or an allocation curve can be formed for calculation target calculation. More about record types in this guide: record types
Formatting
Format the appearance of the payslip specifically for the salary model:
- Define which salary types are visible and where they are displayed on the payslip.
- Change the position of the salary type on the payslip by dragging the row from the vertical lines on the left edge.
- Select "Save" at the bottom of the page.
Calculation targets breakdown
Activate the breakdown of calculation targets if you want a breakdown of the hours worked by calculation targets in the PDF printout of the payslip.
Simulation
Test the formatting and settings of the salary model in the simulation view:
- Select the employee linked to the salary model.
- Check what the payslip looks like.
- Check the payroll voucher, accounting accounts, and calculation targets.
Access rights
Ensure that the payroll access rights have editing rights to "Salary models, types, and holiday calculation methods". The page also requires the Payroll accountant (P) role.
Frequently asked questions
How is the salary payment date shift calculated?
The shift is calculated in relation to the last day of the pay period. For example, a shift of 5 means five days after the end of the period.
Can an employee be set a different working time?
A working time different from the salary model default can be defined in the employee's employment information.
How is the order of the payslip rows changed?
On the Formatting tab, you can drag salary types to the desired position using the arrow icon on the left side of the row.
Keywords: salary model, salary payment date, working hours entry, flexitime, salary types, formulas, payslip formatting, simulation, access rights, holiday settings
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