Setting employee payment method
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Select the "Set Employee Payment Method " from the left pane.
The "Select Employee Payment Method” page appears.
Select an employee in the multiline by checking in the “Select” column beside the record.
Select the “Set Employee Payment Method” at the bottom of the page.
The “Set Employee Payment Method” page is displayed.
The system displays the following fields in the “Set Employee Payment Method” page.
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Date Format |
The date format as applicable to the user. Tell me more |
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Employee Payroll Data Unit |
The employee payroll data unit selected in the previous page. |
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Org. Unit |
The organization unit to which the employee is mapped. |
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Employee Code |
The code of the employee selected in the previous page. |
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Employee Name |
The name of the selected employee. |
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Payroll |
The payroll to which the selected employee is mapped. |
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Payset |
The payset to which the selected employee is mapped. |
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Assignment No. |
The assignment number of the employee for which the payment method is to be set. |
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Date of Joining |
The date on which the employee joined the organization. |
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Payset Currency |
The currency that has been set for the selected payset. |
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Status |
The current status of the record. |
To set/ Modify payment methods for an employee
Enter or edit the following fields in the multiline. If you are entering them for the first time, they will all be blank, otherwise the recorded values are displayed.
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Payment Method |
From the drop-down list box, select the payment method by which payment must be made to the employee. The drop-down list box contains the following four values: “Cash Payment”, “Bank – Check”, “Bank – Demand Draft“ and “Bank – Account Transfer”. |
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Priority |
A number to indicate the sequence in which the payments to be made. Example: 1, 2, 3, 4. |
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Entering the priority is applicable when you intend to enter more than one payment method for the employee. | |
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Bank Code |
If the payment method you chose is “Account Transfer” then select the bank code through which payments can be made. |
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The bank code is predefined in the “Define Employee Bank” activity. | |
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Account Type |
Select the type of account to which the employee’s payment must be made. The drop-down list box contains the list of account types through which the payments can be made, example, “Savings” and ”Current”. |
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Account Number |
Enter the account number of the employee’s account, to which payments must be credited. |
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Amount |
If the payment to the employee is a specific amount, example, $4000, enter the value. This amount will be paid through the selected payment method. |
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Percentage |
If the payment to the employee is a specific percentage of his/her salary, example, 70%, enter the value, This percentage will be paid through the selected payment mode. |
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Default Pay |
To indicate that this payment method will be the default method for payment select “Yes”. Select “ “No” to indicate otherwise. |
Note: Only one payment method can be set as “Default Pay” for every employee- assignment number.
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Delete |
By default, the drop-down list box displays “No.” To indicate that the payment method must be deleted, select “Yes”. |
Select the “Save” pushbutton to save the details entered.
6 Hyperlinked topics below
Use this page to set payment methods for an employee.
To set or modify payment methods for an employee