This is an instruction guide on how to create a new salary list in Procountor.
You can play a video walk-through guide for creating a new salary list:
Creating a salary list
You can create a new salary list in menu location Payroll > Salaries (old) > New salary list.
To be able to create a salary slip for a person, the person’s social security number and bank account number must have been entered in the Person register . In addition to that, the person’s Salary info and Salary base must have been entered in menu location Salaries/Employee info.
If the company has salary periods in use, select the correct salary period from the drop-down list. The system then automatically fills in the rest of the salary list information fields. If salary periods are not in use, fill in the salary list information fields manually.
Searching persons to the salary list
When you have updated the information, click the Search persons button to open the person search view.
Select the persons whose salaries you want to calculate, or select all persons using the Select all button. Click the Add to salary slip button to add the selected persons to the New salary list view.
The Save button creates a salary list for the selected persons.
The Salary list view
Click the To person’s statement button to edit the unfinished salary slips.
You can remove persons from the salary list by clicking the Edit drop-down menu and selecting option Invalidate salary slip.
You can approve the list by clicking the Approve button.
TheSend button sends the salary slips to the employees through the selected salary channels. The person’s salary channel is defined in the Employee info section’s Show salary info view. The options in the salary channel drop-down list are No sending, Mail or Email. If the selected salary channel is No sending, the salary slip is not sent, but the person can view his/her own slip in Procountor.
You can pay the whole list in the Payment transactions menu option Salary payments.
The salary payments view
In the Payment date field, select the date when the salaries are to be debited from the payer’s bank account. The payments are transferred to the beneficiaries’ bank accounts on the next banking day regardless of the beneficiary’s bank.
The Pay salary list button pays the whole salary list. The status of the list becomes Payment queued and the list is waiting for the next payment batch run on the payment day. When the payment batch run has transferred the salary payments to the bank, the status of the list becomes Payment sent to bank.
Read more on functions related to salary payments.
The salary list search view
In Payroll > Salaries (old) > Salary list search, you can pick up a created salary list for viewing.