This website uses cookies in order to offer you the most relevant information and services online. Please accept cookies for optimal performance.
Learn More

Managing Payroll Schema for Different Organizational User Designations

This article provides the detailed information on how you can maintain different payroll schema for your organizational 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 Organization.

From the Dashboard, click on the 'Settings' icon from the menu bar as shown in Figure 1.

Figure 1
Figure 1

Upon doing so, the Settings page will appear. Click on the 'Organizational User Designation' button as shown in Figure 2.

Figure 2
Figure 2

In the 'Categories (Organizational User)' page, all the categories added for the Organizational User Designation will appear with a 'Payroll Schema' button against each Organizational User Designation as shown in Figure 3.

Figure 3
Figure 3

To add a Schema for a particular Organizational User Designation, click on the 'Payroll Schema' button available against that Designation as shown in Figure 4.

Figure 4
Figure 4

Upon doing so, the Payroll Schema page for the selected Organizational Unit Designation will appear as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

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

Add Schema

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

Figure 6
Figure 6

If there is no Schema added for the selected Organizational User Designation, then a 'Base Field' to be added first in the 'Add Payroll 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 selected organizational user designation
2 Value Required Enter the value for the label added for the selected organizational user designation

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

If there are schemas available for the selected Organizational User Designation, then the 'Add Payroll 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 Payroll 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 selected organizational user designation
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 Payroll 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, 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 in Payroll Schema' 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 in Payroll Schema' 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, 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

Give your feedback to improve the article

Latest Product Updates

Get the latest news and updates about Batoi Products - articles and product releases.

Need our assistance? We are available with you.

Existing Customer?
Get Support
Talk To Consultant?
Get An Appointment
Contact Us

Batoi global offices and contact details

Stay Connected

Join our community, newsletters, and social media.

Batoi's new website is in the process of release and will be completed by the end of September 2020. Please bear with us.