HR Payroll module for Perfex CRM

Introduction to HR Payroll Module in Perfex CRM

As a business owner or HR manager, managing payroll can be a complex and time-consuming task. It requires accurate tracking of employee hours, leave, and benefits, as well as timely payment of salaries and taxes. Perfex CRM's HR Payroll module is designed to simplify this process, providing a comprehensive and user-friendly platform for managing your company's payroll.

In this tutorial, we will guide you through the steps of setting up and using the HR Payroll module in Perfex CRM. By the end of this tutorial, you will be able to create and manage employee payrolls, track employee hours and leave, and generate accurate payroll reports.

Step 1: Setting up the HR Payroll Module

To access the HR Payroll module, go to the Perfex CRM dashboard and click on the "HR" tab. From there, click on "Payroll" and then "Settings". Here, you will see a list of settings that you need to configure to set up the HR Payroll module.

• Currency: Select the currency you want to use for your payroll.
• Pay Period: Choose the frequency of your payroll (e.g. weekly, bi-weekly, monthly).
• Pay Date: Set the date on which you want to pay your employees.
• Taxes: Configure your tax settings, including the tax rate and frequency.
• Benefits: Set up your benefits, including health insurance, retirement plans, and other benefits.

Step 2: Creating Employee Payrolls

To create an employee payroll, go to the "HR" tab and click on "Payroll" and then "Create Payroll". Here, you will need to enter the following information:

• Pay Period: Select the pay period for which you are creating the payroll.
• Pay Date: Enter the date on which you want to pay your employees.
• Employee: Select the employee for whom you are creating the payroll.
• Gross Pay: Enter the gross pay for the employee, including any overtime or bonuses.
• Deductions: Enter any deductions, such as taxes or benefits.
• Net Pay: The system will calculate the net pay for the employee based on the gross pay and deductions.

Step 3: Tracking Employee Hours and Leave

To track employee hours and leave, go to the "HR" tab and click on "Time Off" and then "Create Time Off Request". Here, you will need to enter the following information:

• Employee: Select the employee for whom you are creating the time off request.
• Type: Select the type of time off (e.g. vacation, sick leave, family leave).
• Start Date: Enter the start date of the time off.
• End Date: Enter the end date of the time off.
• Number of Days: Enter the number of days off requested.

Step 4: Generating Payroll Reports

To generate payroll reports, go to the "HR" tab and click on "Payroll" and then "Reports". Here, you will see a list of available reports, including:

• Payroll Summary: A summary of all payrolls for the selected pay period.
• Employee Payroll: A detailed report of each employee's payroll for the selected pay period.
• Deductions: A report of all deductions for the selected pay period.
• Benefits: A report of all benefits for the selected pay period.

Step 5: Paying Employees

To pay employees, go to the "HR" tab and click on "Payroll" and then "Pay Employees". Here, you will need to select the payroll for which you want to pay employees and then click on "Pay". The system will generate a payment file that you can use to pay your employees.

Conclusion

In this tutorial, we have covered the basics of setting up and using the HR Payroll module in Perfex CRM. By following these steps, you will be able to create and manage employee payrolls, track employee hours and leave, and generate accurate payroll reports. Remember to regularly review and update your payroll settings to ensure accuracy and compliance with tax laws and regulations.