Manage Payslips in Odoo 15 Easily with Step-by-Step Guide

HR managers have to maintain the payslips of the employees on a daily basis. Sometimes, it becomes tiresome to manually manage the hundreds of payslips. Manually managing payslips may cause human errors. Therefore, if your company uses Odoo 15 ERP, the HR managers can easily manage Manage Payslips with Odoo 15.

Keep reading further to know how easily you can manage payslip in the Odoo v15 module.

But, first-why is it important to manage payslips for employees in Odoo?

A payslip, often known as a salary slip, is an important document in business management. A  payslip is a file that contains employee information such as payment, insurance, a record of earned cash, tax, and more. A user may establish salary criteria and define the salary structure of a worker using the Odoo Payroll System.

Follow the step-by-step guide to successful payroll management.

Step 1: Go to Payroll Module>Click on Payroll

Under the payroll tab, you will all the payroll options: To pay, All Payslips, and Batches

Step 2: Click on the To Pay option, a dialog box will appear as below:

Step 3: Click on the CREATE button to create new payslips.

Step 4: Select the employee from the Employee drop-down menu in Odoo 15 Payroll module.

When you add an employee, the employment contract on the payslip Configuration page is instantly changed. You can include the Period on the payslip in the period submitted.

You can select the batch year in the ‘Batch’ field, as given below in (4.a).

(4.a)

Step 5: The ‘structure’ field allows you to enter the Structure as given below.

Step 6: By typing ‘new’ in the structure field, you can create a new salary structure with the given two options: ‘Create “new”’, & ‘Create and Edit…’

Step 7: When you click on the Create and Edit option, the configuration page for the new structure will appear, fill in the details as required.

Step 8: Give salary ‘Structure Name’ and select the ‘Type’ of the salary.

Step 9: If you need to create a new salary type, type ‘new’ in the ‘Type’ field. Choose the ‘Create and Edit…’ option, and a window will appear, as mentioned in

(9.a)

(9.a)–Based on the employee salary type, you can select the ‘Wage type’, ‘Schedule Pay’, ‘Working hours’, ‘Work Entry type’, and ‘Pay structure’ and click on the SAVE button.

Step 10: Once you save all the details, the ‘Worked Days & Inputs’ tab will be updated automatically.

Step 11: In the ‘Salary Computation’, click on the COMPUTE SHEET button. You will get all the computed salary as given below:

(11.a) Salary Computation Tab

(11.b) Other Info Tab

When you click on the ‘Other Info’ tab, you will find more payslip configuration options.

• Payslip Name will be updated automatically.
• You can select the Company name.
• Has Negative Net To Report–check box to activate.
• Made Payment Order–check box to activate.
• Salary Journal–chosen based on the selected salary structure.
• Date Account–choose as per your requirement.

Step 12: Click on the ‘Miscellaneous Operations’ button a page will appear as given below:

Step 13: Fill in the details and click on the SAVE button. Then, Go to the Payslips To Pay page.

Click COMPUTE SHEET button to compute the entire salary. Now click on the CREATE DRAFT ENTRY, a confirmation message will appear, click OK.

A window will appear as given below:

Go to CREATE PAYMENT REPORT>Edit the BANK details>SAVE

(13.a)

(13.b)

(13.c)

If you are unable to configure the BANK details in the payroll module of Odoo, then follow the given steps.

Step 14: Click on the Name of the Employee>Go to Private Information>Type ‘NEW’ in the Bank Account Number field.

(14.a)

(14.b)-Fill in all the details in the window appear as shown below and click on SAVE.

Note: Don’t forget to SAVE the Payslip configuration page.

Step 15: If you need to check all the payslips for employees, go to Payslips>All Payslips from the top bar.

(15.a)

(15.b) Here you can see all the Employee Payslips of respective months or years.

The whole process explained above is how you can generate and manage Employee Payroll in Odoo 15.

However, you can also create Payslips as Batches.

Step 16: Go to Payslips>Click Batches>Create

Step 17: Fill in all the details and click ‘GENERATE PAYSLIPS’.

Step 18: Select Salary Structure & Department>Click on the GENERATE button.

Conclusion

These are the simple steps to manage and create payslips in Odoo 15 module. The payslip feature in the Odoo 15 module is highly flexible and easy to manage.

If you need any assistance with Odoo payroll management, consult with the Ksolves.

We are here to help you 24/7, contact us at the given details below:

Email: sales@ksolves.com
Phone:+1(646)-203-1075, +91-7498170227
Website: https://store.ksolves.com/