Setting default payment mode
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See page overview
Select “ Set Default Payment Mode” from the left pane.
The “Set Default Payment Mode” page appears.
The system displays the following field.
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Date Format |
The date format as applicable to the login user. Tell me more |
Setting the default payment method for an organization unit
From the “ Employee Payroll Data Unit” drop-down list box at the top of the page, select the employee payroll data unit for which a default payment mode to be set.
Select “Org. Units” in the “Default Payment Method Based On” drop-down list box, to indicate the item for which the default payment mode is to be set.
All the organization units mapped to the selected employee payroll data unit are now available in the “Org. Unit” drop-down list box.
From the “Org. Unit” drop-down list box, specify the organization unit for which the default payment mode must be selected.
Choose the default payment mode for the organization unit, from the options in the “Default Payment Mode for Org. Unit/Payroll” drop-down list box. The options in the drop-down list box are “Cash- Payment”, “Bank- Check”, “Bank-Others”, “Bank-DD” and all the bank codes applicable to the selected organization unit.
If you require Bank Transfer to be set as the default mode of payment for the organization unit, select the bank to which the amount is transferred.
Select the “Save” pushbutton.
The default payment mode you specified for the organization unit is now applicable for all the payrolls mapped to the organization unit as well as to the paysets mapped to each payroll. In other words, the default payment mode is applicable for all the employees mapped to these paysets, unless you change it
Setting the default payment mode for a payroll
From the “ Employee Payroll Data ” drop-down list box at the top of the page, select the employee payroll data whose payroll requires a default payment mode to be set.
Select “Payroll” in the “Default Payment Method Based On” drop-down list box, to indicate the item for which the default payment mode is to be set.
All the payrolls mapped to the selected “Employee Payroll Data Unit” are now available in the “Payroll Description” drop-down list box.
From the “Payroll Description” drop-down list box, select the required payroll.
Note: Alternatively, you can select the organization unit group; followed by the organization unit all the payrolls mapped to the selected organization unit are now available in the “Payroll Description” drop-down list box. Select the required payroll.
From the “Default Payment Mode for Org. Unit / “Payroll” drop-down list box, select the default payment mode: The different payment modes available are “Cash- Payment”, “Bank- Check”, “Bank-Others”, “Bank-DD ” and all the bank applicable to the selected payroll
If you require Bank Transfer to be set as the default mode of payment for the payroll, select the “ Bank Others” option or the bank to which the payment must be made, applicable to the payroll, from the “Default Payment Mode for Payroll” drop-down list box
Select the “Save” pushbutton.
The default payment mode you specified for the payroll is now applicable for all the paysets mapped to the payroll. You can change it individually for a payset mapped to the payroll, by referring to the following topic “To change the default payment mode for the individual payset”.
To change the default payment method for the individual payset
After you set the default payment method for a payroll or an organization unit, you can still change the default payment method for individual paysets mapped to the organization unit.
Select the payroll from the “Payroll” drop-down list box to which the payset is mapped.
Select the “Show Details” pushbutton.
The multiline displays all the paysets mapped to the selected payroll.
In the “Default Payment Mode” field in the multiline, you can specify the default payment mode for the individual payset. Select one of the following: “Cash- Payment”, “Bank- Check”, “Bank-Others”, “Bank-DD” and all the banks applicable to the payset.
After you complete the details, select the “Save” pushbutton.
Setting the default payment method for a payset
From the “ Employee Payroll Data Unit ” drop-down list box at the top of the page, select the organization unit group whose payset requires a default payment method to be set.
Select “Payset” in the “Default Payment Method Based On” drop-down list box, to indicate the item for which the default payment method is to be set.
Select the “Show Details” pushbutton. All the paysets mapped to the selected “Employee Payroll Data Unit” are now available in the “Payset Details” multiline
Choose the employee payroll data unit and organization unit and select the “Show Details” pushbutton, or
Choose the employee payroll data unit and payroll, and select the “Show Details” pushbutton
All the paysets mapped to the selected organization unit group / organization unit / payroll will be displayed in the “Payset Details“ multiline. The following are the descriptions of the display fields in the multiline
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Payset Code |
The code that identifies each payset. |
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Payset Description |
The description of the payset code |
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Payroll Code |
The code that identifies the payroll to which the payset is mapped. |
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Payroll Description |
The description of the payroll code. |
Select the following field in the multiline, to set the default payment method for individual paysets
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Default Payment Mode |
By default the system will display the value you specified earlier or the value you have specified for the payroll to which the payset is mapped. Specify the default payment mode for the payset, by selecting one among the following: “Cash- Payment”, “Bank- Check”, “Bank-Others”, “Bank-DD”, “Bank Transfer” and all the banks applicable to the organization unit. |
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If you require Bank Transfer to be set as the default mode of payment for the payset, select the “Bank Transfer” or the “Bank” applicable to the payset, from the drop-down list box. |
After you complete the details, select the “Save” pushbutton.
The default payment method you specified for the payset is now applicable for all the employees mapped to this payset, unless you change it individually for the employee. This can be carried out in the “Employee Payment Method” activity.
6 Hyperlinked topics below
Use this page to set default payment mode for an Org. unit, payroll or a payset
Setting the default payment method for an organization unit
Setting the default payment mode for a payroll
Setting the default payment method for a payset
To change the default payment method for the individual payset
In this page you can set the default payment mode for any of the following for an Employee payroll data unit. You should select one among the following and set the default payment mode.
An Org. Unit
Payroll
Payset
You can select the required Org. Unit and set the default payment mode. As you set a default payment method for an org. unit, it indicates that all the payrolls mapped to the Org. Unit shall have the same default payment mode. Similarly you can select a default payment mode for an individual payroll. As you select a default payment mode for a payroll, you indicate that all the paysets mapped to the payroll shall have the same default payment mode. You can also set different default payment modes for paysets mapped to the selected payroll.
Default payment mode for each individual payset that have been mapped to the employee payroll data unit can also be set independently. All the paysets and their corresponding payrolls get displayed in the multiline. The default payment mode for each individual payset can be also be set.