Plugin: CDSoftware Payroll
- Maintainer: Eduardo Gil / Angel Lara
- Sponsors: La Casa del Software
- Status: Tested with release 10.0.0
- License: GPLv2
- Sources: Bitbucket CDSoftware Payroll
Dependencies
This plugin have the following dependencies
- Sources: Bitbucket CDSoftware Globalqss DetailNames
- Sources: Bitbucket CDSoftware Base
Features
- Multicurrency for payroll and attributes
- All types of concept available at same type. Used just for priority in rules definition
- Attribute can sum more than one
- Attributes can be listed
- Loan Management with accounting
Payroll and Human Resources Plugin Documentation
This document provides a comprehensive guide for implementing and using the iDempiere software's Payroll and Human Resources plugin.
1. Human Resources
The Human Resources menu allows you to manage master table information related to payroll contracts, departments, positions, and all employee information. To add a new record in any window, click the + icon.
1.1. Payroll Contract
This window is used to define the frequency at which payroll will be applied. The following information is required:
- Code: The name of the contract.
- Name: The name of the contract.
- Description: Any relevant details or comments.
For Panama, the system comes with pre-created contracts such as Monthly, Bi-weekly, Weekly, Vacation, Severance, and others.
1.2. Payroll Definition
This section defines the financial records for an employee's salary, including wages, bonuses, and deductions. These definitions are associated with a Payroll Contract and have three main tabs: Payroll Concepts, Year, and Periods.
Main Tab Fields:
- Code: The name of the payroll definition.
- Name: The name of the payroll definition.
- Description: Any relevant details or comments.
- Payroll Contract: Select the corresponding contract from the list.
- Payment Rule: Select the payment method to be used.
- Is applicable by employee: This checkbox must be ticked.
Tabs:
- Payroll Concepts Tab:
- In this tab, you load the concepts (defined in the Concept Catalog) that apply to this specific payroll.
- Payroll Concept: Select the concept from the list that corresponds to the payroll.
- Year Tab:
- This defines the year in which the payroll generation will apply.
- Year: Select the year according to the company's accounting period.
- Start Date: The start date of the accounting period.
- Quantity: Indicate the number of times this payroll will be paid during the year.
- Net Days: The quantity of days to be paid.
- Periods Tab:
- Periods are automatically created based on the "Quantity" field in the Year tab. For example, a bi-weekly payroll should have 24 periods per year.
- Periods can also be created manually by entering the following:
- Name: Name of the payroll.
- Description: Any relevant details.
- Period: Select the corresponding period.
- Period No.: The number of periods.
- Start Date: The effective date.
- Accounting Date: The date for accounting purposes.
- End Date: The expiration date.
1.3. Department
This window defines the departments within the organization.
- Name: The name of the department.
- Description: Any relevant details or comments.
1.4. Position
This window defines the job positions within the organization.
- Name: The name of the position.
- Description: Any relevant details or comments.
- Payroll Department: Select the department to which the position belongs.
1.5. Employee
This window is for registering all employee information, including personal data, payment assignments, banking details, academic history, and more.
Main Window Fields:
- Name: Employee's name.
- Identification Number: The employee's identity number.
- Photo: An employee photo can be attached.
- Description: Any information related to the employee.
- The "Collaborator" checkbox must be ticked.
Tabs:
- Collaborator Tab:
- Social Security Code: The employee's social security identification number.
- Start Date: The employee's hire date.
- End Date: The employee's termination date (if applicable).
- Payroll Department: The department the employee belongs to.
- Payroll Position: The employee's job position.
- Attribute Tab:
- Payroll Concept: Select the concept to register (e.g., salary).
- Value: The amount assigned to the concept.
- Valid From: The effective start date for the concept.
- Valid To: The end date for the concept's payment (used for temporary payments).
- Bank Account Tab:
- Bank: Select from the list of banks.
- Account Type: Select the type of bank account.
- Account No.: The digits of the bank account.
- The ACH box must be checked to activate the account number field.
- Location Tab:
- Location: Full address details (house, apartment, floor, etc.).
- Phone: Local telephone number.
- Mobile Phone: Mobile device number.
- User Contact Tab:
- Birthday: Date of birth.
- Marital Status: Indicate civil status.
- Email: Email address.
- Blood Type: The employee's blood type.
- Supervisor: Name of the employee's supervisor.
- Academic Training Tab:
- Training: Name of the study or course completed.
- Degree obtained: The degree awarded.
- Institute/University: Name of the educational center.
- Start Date / End Date: The start and end dates of the training.
- Work Experience Tab:
- Company: Name of the previous employer.
- Position: The position held.
- Functions: A summary of the duties performed.
- Salary: The remuneration received.
- Start Date / End Date: Dates of employment.
- Reason for Leaving: The cause for departure.
- Family Group Tab:
- Identification Number: The dependent's ID number.
- Name: The dependent's name.
- Birthday: The dependent's date of birth.
- Gender: The dependent's gender.
- Relationship: The dependent's relationship to the employee.
- Other Tabs:
- Medical Consultation/Exam: To record details of medical visits and exams.
- Employee Shifts: To assign work shifts with start and end dates.
- Languages and Skills: To register the employee's language proficiency and other skills.
- Distinctions: To record any awards or honors received by the employee.
1.6. Payroll Reports
The system provides a set of standard reports covering employee history, attendance, and more. Available reports include:
- Employee Directory
- Payment Receipt
- List of Birthdays
- Assignments and Deductions
- Work Certificate
- And several others.
The Employee Directory report lists employee details by gender, education level, number of dependents, and other criteria.
2. Payroll
The payroll menu contains windows and processes that enable the issuance of reports and the processing of payroll.
2.1. Payroll Concept Category
This section defines how payroll concepts are grouped or categorized. This categorization affects how values are grouped when generating the payroll.
- Code: A nomenclature that identifies the category.
- Name: The name of the category.
- Examples of categories include Basic Assignments, Deductions, Provisions, and others.
2.2. Payroll Concept Catalogs
This defines the different concepts used in payroll. The attributes of a concept are determined by its type. The main types are:
- Information: General values that affect entire payrolls, not linked to a single employee.
- Concept: Values applied to a specific employee. These can be further classified as:
- Fixed Worker Field: Values that rarely change, like monthly salary.
- Frequent Variation Field: Values that change often within a pay period, such as novelties.
- Initial Field: Initial values needed to process payroll, like accrued benefits.
- Non-Editable Field: Fields that are updated automatically.
- Rule: Concepts whose logic is defined by a programmed rule. These rules internally use the other concept types to perform calculations.
The nature of the account indicates if it's a Debit (increases employee assignments) or a Credit (decreases them).
2.3. Payroll Process
A new record must be generated for each payroll process.
Required Information:
- Organization: Choose the organization for which the payroll is being generated.
- Name: A description of the payroll being processed (e.g., "1st Bi-weekly January 2022 Employees").
- Destination Document Type: Select "Planilla" (Payroll).
- Accounting Date: The date the payroll should be recorded in the company's accounting.
- Payroll: Choose the payroll definition to be processed.
- Payroll Period: Select the period to be executed.
After filling in the information, use the Process button to generate the payroll movements.
