Design Payslip

You can design payslip according to your company’s requirements. This topic discusses how the payslip can be modified/ designed.

To design the payslip, you need to:

  1. Log into the system as HR Admin/ HR Manager.
  2. Go to Settings >> Payroll Settings >> Design Payslip.

    The Pay Slip page appears, as shown in Figure 1.

    The page displays a default payslip template. You can modify the template as per your requirement. You can modify, the heading, sections, labels and field values of the template.In addition, you can insert or delete rows in the template.

    Once the template is modified, you can view how the customized payslip will look with the sample data.

  3. Modify Title

    Click on Pay Slip link to modify the title of the payslip.

    payroll-design-payslip1

    Figure 1

    The Edit Section Properties window appears, as shown in Figure 2.

  4. Type a new name for the payslip in the Title field.
  5. Use Bold, Italics, alignment, and font size styles for the title from the Style field, if desired and then click Save.

    payroll-design-payslip2

    Figure 2

    The title of the salary slip is successfully modified and a message suggesting the same appears, as shown in Figure 3.

    payroll-design-payslip3

    Figure 3

  6. Modify Field Label

    Click on a field label to modify it.

    The Edit Cell Properties window appears, as shown in Figure 4.

  7. Select the type for the field from the Type field. Keep the Label option selected, if you want to modify the label else select Variable option, if you want to remove the label from the cell and add a variable to it.
  8. Modify the label name in the Value field.
  9. Modify the style from Style options, modify the column span by combining columns for the cell, if the name is long from Col Span field then click Save.

    payroll-design-payslip5

    Figure 4

    The label / cell is successfully modified and a message suggesting the same appears, as shown in Figure 5.

    payroll-design-payslip6

    Figure 5

  10. Modify a Variable

    Click on a variable to edit it.

    The Edit Cell Properties window appears, as shown in Figure 6.

  11. Select the type for the field from the Type field. Keep the Variable option selected, if you want to modify the variable else select Label option, if you want to remove the variable from the cell and add a label to it.
  12. Select a different payslip variable from the Variables dropdown.
  13. Select the type of the variable from Data Type dropdown.
  14. Modify the style from Style options, modify the column span by combining columns for the cell, if the value of the variable is long from Col Span field then click Save.

    payroll-design-payslip7

    Figure 6

    The variable is successfully modified and a message suggesting the same appears.

  15. Add a row and add field to it

    Click on the pencil icon for a row where you want to add a row, as shown in Figure 7.

  16. Select Insert a Row Above option to insert a row above the current row or click Insert a Row Below option to insert a row below the current row.

     

    payroll-design-payslip8

    Figure 7

    A new row is added below/ above the current row, as shown in Figure 8.

    The new row displays four columns with Value keyword.

  17. Click on Value 1 field to modify the Value 1 label with a new label for the field that you want to add.
  18. Click on Value 2 field to add a value for the field.

    payroll-design-payslip9

    Figure 8

    The Value 1 and Value 2 fields are replaced with new label and variable values, as shown in Figure 9.

    payroll-design-payslip10

    Figure 9

  19. Click Value 3 and Value 4 labels one by one and click Delete to delete the cells if these cells are not required, as shown in Figure 10.

    payroll-design-payslip12

    Figure 10

  20. Click Yes on the confirmation message to delete the cell, as shown in Figure 11.

    payroll-design-payslip13

    Figure 11

    The extra cells are successfully deleted as shown in Figure 12.

    payroll-design-payslip14

    Figure 12