The Pay slip Templates section in the admin portal allows you to customize and manage pay slip templates for your employees. This section provides a centralized platform to create, edit, and apply customized pay slip templates that align with your organization’s branding and formatting requirements.
1. Accessing the Manage Pay slip Templates Section
To access the Manage Pay slip Templates section in the OpenScope ERP SAAS admin portal, follow these steps:
- Open your web browser and enter the URL: https://dev.openscope.in/admin/hr_payroll/payslip_templates_manage
- Log in to your admin account using your credentials.
- Once logged in, you will be directed to the Manage Pay slip Templates section automatically.
2. Creating and Editing Pay slip Templates
In the Manage Pay slip Templates section, you can create and customize pay slip templates according to your organization’s requirements. Some common actions you may perform include:
Template Creation: Start by creating a new pay slip template based on predefined templates or from scratch.
Template Customization: Customize the pay slip template by adding your organization’s logo, company information, and any additional details you want to include.
Data Fields: Choose and arrange the data fields you want to display on the pay slip template, such as employee details, salary components, deductions, and net pay.
Preview and Testing: Review the template design and test it with sample data to ensure it meets your expectations.
3. Applying Pay slip Templates
Once you have created and customized the pay slip template, you can apply it to your employees’ pay slips. Some common actions you may perform include:
Template Assignment: Assign the pay slip template to specific employee groups, departments, or individual employees.
Bulk Assignments: Apply the template to multiple employees at once using bulk assignment options.
Dynamic Fields: Ensure that the template dynamically populates employee-specific information, such as names, employee codes, and salary details.
4. Managing Pay slip Templates
The Manage Pay slip Templates section allows you to efficiently manage your pay slip templates. Some common actions you may perform include:
Template Editing: Modify existing pay slip templates as per changing requirements or organizational needs.
Template Deletion: Remove outdated or unused pay slip templates from the system.
Version Control: Maintain different versions of pay slip templates for historical reference or comparison purposes.
5. Saving and Applying Changes
After creating or editing pay slip templates, remember to save the changes to reflect them in the system. Look for the “Save” or “Apply” button at the bottom or top of the Manage Pay slip Templates page to save your changes.
