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Managing Payroll Schema for an Organisational User

This article provides the detailed information on how you can manage payroll schema for your organisational users.

Batoi Apps Cloud helps you to maintain different Payroll Schemas for Organisational Users with different designations.

For detailed information about 'Payroll Schema', follow the steps as mentioned below:

Currently, only Tenant Admin can manage Payroll Schema for an Organisation.

To view the Payroll Schema of an Organisational User with a particular designation, click on the 'Payroll Schema' button from the 'Organisational User Details' page as shown in Figure 1.

Figure 1
Figure 1

Upon doing so, the Payroll Schema page for the Organisational User with the selected designation will appear as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Back Click to return to the view organisational user details page
2 Sort Schema Click to sort the added items in a schema
3 Add Schema Click to add schema for the organisational user
4 Update Item Click to update an item in a schema for the selected organisational user
5 Delete Item Click to delete an item from a schema for the selected organisational user

If the Payroll Schema for the selected Organisational User Designation has been updated in the 'Categories (Organisational User)' page, then Payroll Schema page of an Organisational User with the same designation will appear as shown in Figure 3.

Figure 3
Figure 3

If you want to sync the Payroll Schema for the particular Organisational User Designation with the Payroll Schema of the selected Organisational User having the same Designation, then click on the 'Yes' button as shown in Figure 4. Otherwise, click on the 'No' button and then click on the 'Confirm' button from the confirmation pop-up window.

Figure 4
Figure 4

After clicking on the 'Yes' button, a confirmation pop-up window will appear as shown in Figure 5. Clicking on the 'Confirm' button will sync the Payroll Schema for the selected Organisational User Designation with the Payroll Schema of the Organisational User having the same Designation and clicking on the 'Cancel' button will close the pop-up window.

Figure 5
Figure 5

Add Schema

Click on the 'Add Schema' button to add a Payroll Schema for the Organisational User as shown in Figure 6.

Figure 6
Figure 6

If there is no Schema added for the Organisational User, then a 'Base Field' to be added first in the 'Add Schema' pop-up window as shown in Figure 7. Each step shown in Figure 7 is explained in the below table.

Figure 7
Figure 7
Sl. No. Name Type Description
1 Label Required Enter a name for the base field for the organisational user
2 Value Required Enter the value for the label added for the organisational user

Once you are done with, click on the 'Add Schema' button as shown in Figure 7.

If there are schemas available for the Organisational User, then the 'Add Schema' pop-up window will appear with the 'Is Base?' option selected as 'Yes' as shown in Figure 8. The addition of a Base Payroll Schema has already been discussed above.

Figure 8
Figure 8

If 'Is Base?' option is selected as 'No' in the 'Add Schema' pop-up window, then the pop-up window will appear as shown in Figure 9. Each step shown in Figure 9 is explained in the below table.

Figure 9
Figure 9
Sl. No. Name Type Description
1 Label Required Enter the item name for the schema for the organisational user
2 Is Percentage(%)? Optional Select whether the entered item is a percentage of any base field or not
3 Of Which Base Field? Optional Select a base field for from the drop-down menu
4 Value Required If 'Is Percentage(%)?' is selected as No, then the user has to enter the value. Otherwise, the value will auto-populate by calculating the pecentage value from the selected base field
5 Add/Deduct Optional Select whether the value appearing for the entered item to be added or deducted

Once you are done with, click on the 'Add Schema' button as shown in Figure 9.

If 'Is Percentage(%)?' is selected as 'Yes', then one more field 'Percentage Value' will appear in the 'Add Schema' pop-up window as shown in Figure 10. Then according to the entered Percentage Value and the selected Base Field, the value will auto-populate in the 'Value' field.

Figure 10
Figure 10

Sort Schema

To sort the available items in the Schema, click on the 'Sort Schema' button as available on the toolbar as shown in Figure 11.

Figure 11
Figure 11

Upon doing so, a pop-up window will appear containing all the items except the first Base Field, which will always appear at the first. Then, sort the items by clicking on the 'Up' and 'Down' button available against each item as shown in Figure 12.

Figure 12
Figure 12

After sorting the items, click on the 'Sort Schema' button to save the changes as shown in Figure 12.

Edit Item in Schema

To edit a Base Field for the Organisational User, click on the 'Update Item' button available against that particular item as shown in Figure 13.

Figure 13
Figure 13

Upon doing so, the 'Edit Item' pop-up window will appear as shown in Figure 14. Edit the requisite details and click on the 'Submit' button to save the changes.

Figure 14
Figure 14

To edit an item which is not a Base, click on the 'Update Item' button available against that particular item as shown in Figure 15.

Figure 15
Figure 15

Upon doing so, the 'Edit Item' pop-up window will appear as shown in Figure 16. Edit the requisite details and click on the 'Submit' button to save the changes.

Figure 16
Figure 16

Delete Item From Schema

To delete an item from Schema for the Organisational User, click on the 'Delete Item' button available against that particular item as shown in Figure 17.

Figure 17
Figure 17

Upon doing so, the 'Delete From Schema' pop-up window will appear as shown in Figure 18. Click on the 'Proceed' button to delete the item from Schema. Otherwise, click on the 'Cancel' button.

Figure 18
Figure 18

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