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India’s First HR Company Listed on NSE - EmergeApHusys Payroll Process FlowSeptember, 2017

Vision & Mission Our Vision"Synergizing Human Potential for Development of Business & Society“ Our Mission"To be the leader in deploying & delivering high quality, innovative, costeffective and time sensitive HR Services, leveraging human potential for theadvancement of both business and society”www.husys.com

Agenda Purpose Assumptions Configuration Steps Payroll Generationwww.husys.com3

PurposeThe purpose of this document is to detail steps related to ApHusysPayroll process. This comprises activities related to configuration andpayroll generation. These are Configuration Payroll Generation and Payroll ReportsIntended audience for this presentation are Accounts/HR function resources who manage payroll activities ApHusys Implementation/training teamswww.husys.com4

AssumptionsIt is assumed that users of this presentation are Familiar with usage of PC, Laptop, Smart Phone, etc. Exposed to web and ecommerce applications Aware of cloud and cloud applications Undergone demo/training on ApHusyswww.husys.com5

Abbreviations Professional TaxTax Deducted at SourceIncome TaxEmployees' State Insurance6

Configuration Steps Define Company InformationConfigurePayroll SettingsDisplay of Pay slip InformationPayrollConfiguration Define SalaryComponents Define SalaryStructures Assign SalaryStructure Provide WorkingSchedule Assign SalaryStructure Set state for PT Calculate TDSCompany SettingsEmployeeConfigurationwww.husys.com7

Company SettingsStep 11. Provide General Company Information:Path: Settings (Last module) - Company - GeneralInformation, ConfigurationThe basic company details, company bank accountinformation is to be given here.Apart from the Login page and Company logo, the logoto be reflected on all the Reports such as Pay Slips,Paysheet, Bank Advice etc. can be provided at ‘ReportsImage’Next step is to Configure the payroll settingswww.husys.com8

Company Settings (contd.)Step 22. Configure Payroll Settings:Path: Settings (Last module) - Company - Configurationa) Payroll Settings: All the company level payroll settings which includes Pay Start day, Pay End Day,Include weekends in payroll, Attendance Paid Days must be given here. Default salary structure for allthe employees can also be set.www.husys.com9

Company Settings (contd.)b) Display pay slip Information:www.husys.com10

Company Settings (contd.)The following Pay slip settings can be given here: Payslip Information - The display of information on pay slip like personal details, Earnings, Leaves,Deductions, Annual Tax information can be selected here. Position of Company Logo & Address - You can choose the alignment (Left, Middle, Right) of theCompany Logo and Address on the Pay Slip Include Entitles Values in - Display of Entitled (Actual) values in Payslip / PaySheet / Both can bechosen Display Payslip amount in words as - The format of the Net amount displayed in words can be chosen Personal Information Details on Payslip - Facility to choose the required Employee Master fields to bedisplayed on Payslip is provided here.www.husys.com11

Payroll ConfigurationStep 1Define Salary Components:Path: Master configuration (second lastmodule) - Payroll Configuration - SalaryComponentsPay components such as BASIC, HRA etc. aredefined here. Click on ‘Create’ to get therespective page.In this, the salary component name and thecategory, the code (eg: Basic - BASIC),sequence, ‘Appears in pay slip’ and ‘Appear onPay sheet’ option are the details to be given‘General’tab: Give the Conditions such asSalary range to be considered, Computationtype.www.husys.com12

Payroll Configuration (contd.) ‘Inputs’ tab: The inputs (Variableor fixed every pay period) byclicking on this. ‘Salary Types’ tab: Additional details such as consideringthe component for Professional Tax, one timecomponent, Ignore for Tax etc. can be given here bychecking against the respective conditionwww.husys.com13

Payroll Configuration (contd.)Step 2Create Salary Structures:Path: Master configuration (second lastmodule) - Payroll Configuration - Salary StructuresDifferent salary structure can be createbased on the organization policy. Clickon ‘Create’ to get the page:Give the structure name in ‘Name field’, reference name and click on add an item in ‘Salary Rules ‘ to getthe salary components and select the required components in this Structure. Click on ‘Save’.www.husys.com14

Payroll Configuration (contd.)Step 3Assign Structure ranges:Path: Master configuration (second last module) - Payroll Configuration - Salary Structure AllocationSalary Structures created is assigned to the employees here with the specific period. Click on ‘Create’ inthe salary ranges to get the following page:www.husys.com15

Employee ConfigurationEmployee Configuration:Structure assignment can also be done through Employee configuration, along with the other detailssuch as State for PT, Calculate TDS (for Auto TDS) and Working Schedule.www.husys.com16

Payroll OperationSteps to be followed for payroll processing: New Joinees / Exit'sSalary RevisionsUpdation / Verification of fixed salary components (CTC, Gross,.)Updation of monthly variable inputs (Incentive, Bonus,.)Clear all pending leave applicationsUpdation of attendance (Loss of Pay, Leave, Half days) if anyFinal payroll processingwww.husys.com17

New Joinees / Exit’sStep 1(If there are no new joinees/exits in that month then skip to next step)Update New Joinees: How can HR create a new User?To create a new User, follow the below path:Settings (last module from left) - Groups - User - Create - Update - Save How can HR create a new Employee data?To create a new employee, follow the below path:HRIS (third module from left) - Employee Data Management - Employee Data - Create (update allrequired details) - Save How can HR allocate operational information to an employee?To assign the Leave Structure, Salary Structure, Work Schedule, Professional Tax location, follow thepath: HRIS (third module from left) - Employee Data Management - Employee Configuration - Click on the respective record - Edit - Provide the required details - Savewww.husys.com18

New Joinees / Exit’s (Contd.) How can HR update/modify/change existing employee details?To update existing employee details by following the below steps:HRIS - Employee Data Management - Employee Data - Click on the required Employee record - Edit (update the details) - SaveExit Employee: How can HR mark an exit of the employee (Relieving)?HR needs to provide exit date of the employee by following the below path:HRIS (third module from left) - Employee Data Management - Employee Data, Open therespective employee record - (scroll down) Status - Active - Exit Date ( you can give the exitdate of that employee)www.husys.com19

New Joinees / Exit’s (Contd.) How can HR make an exited employee record inactive?To make an employee record inactive, It might be used after completion of all exit activities, followthe below path:HRIS (third module from left) - Employee Data Management - Employee Data, Open therespective employee record - (scroll down) Status - Active, uncheck the box. Can HR process the payroll for the inactive employees?No. Payroll can be processed for only the active employees.www.husys.com20

New Joinees / Exit’s (Contd.) How can the HR access the inactive employeerecords?To get access to the inactive employee data,follow the below path:HRIS (third module from left) - Employee DataManagement - Employee Data - Search tab (topright) - Advance Search (downward arrow) - Advance Search - Select Active from thedropdown - Is False - Apply, you’ll get the listof all the inactive employees.Follow the same steps used to make theemployee inactive incase you want to make themActive again.www.husys.com21

Salary RevisionStep 2Salary Revision:Path: HRIS (third module from left) - Payroll Management - Salary RevisionIn case of any revision in any of the employees’ salary, the revised amounts can be updated hereIn this page ‘Effective date’ indicates thedate from which the salary revision shouldbe applied. Selecting the employee fromthe ‘Employee’ drop down would displaythe current salary inputs. Click on ‘ApplyRevision’ to update the new amounts tobe applied to the mentioned employeewww.husys.com22

Fixed salary componentsStep 3Salary Updation:Path: HRIS (third module from left) - Payroll Management- Salary UpdationGive the input amounts for the fixed components (For ex: Gross, Basic, etc) here. Click on ‘Create’ to getthe following page. This will help for both verification & updation of all the fixed componentsGive the details employee details in ‘Contract’ along with the ‘Start date’. The salary component detailshave to be given in the ‘Salary Rule’ and ‘Salary Rule Input’.To modify / update an existing amount, click open the record - Edit - Savewww.husys.com23

Variable inputsStep 4Payroll Inputs:Path: HRIS (third module from left) - Payroll Management- Payroll InputsThe input amounts for the variable components (For ex: Incentives, Adjustments etc) is given here. Clickon ‘Create’ to get the following page.Give the description in ‘Name’, the employee name in ‘Employee’, the ‘Date’ of the respective payrollmonth and the ‘Amount’. The variable component type has to be given in the ‘Rule Input’.www.husys.com24

Pending Leave ApplicationsStep 5Leave Approvals:Path: HRIS (third module from left) - Leave Management - Leaves ApprovalBefore generating the Payroll, any pending approvals have to be actioned (Approve/Refuse)www.husys.com25

Pending Leave Applications (Contd.)Leave ApplicationPath: HRIS (third module from left) - Leave Management - Leave Request - Select the date on theLeave calendar - Select the Employee in ‘Apply leave for’ field , give the details - Submit to ManagerAs an HR, the leave can be applied on behalf of an employee which has to be approved by the Reportingmanager or the HR himself.NOTE: ‘Save’ option will save the request as a draftwww.husys.com26

Updating AttendanceStep 6Attendance Import:Path: HRIS (third module from left) - Attendance - Attendance RegularizationAs an HR, attendance (Leave/Absence) can be marked on behalf of the employee through the belowstep:The employee attendance such as LOP,First half leave, First half absent, leave,etc. can be marked here to consider thedetails in the required month payrollprocess. (Please note that it maybeneeded to do only if you are not usingthe leave module)NOTE: ‘Considered in pay slip’ has to be kept unchecked. On completion of payroll process & freezing, it would automatically be checked.www.husys.com27

Payroll GenerationStep 7Generate Payroll:Path: HRIS (third module from left) - Payroll Management - Generate PayrollThe payroll can be processed for all the employees here. Click on ‘Create’ to get the following pageEnter the description in ‘Name’ field and the period of payroll.www.husys.com28

Payroll Generation (Contd.)Click on Add employee to get the following page. Then click on ‘Add an item’ to get the list ofemployees.Selection of Employees can also be done Category (Designation, Location, Department, Vertical) wise.After selecting the employees, click on ‘Process Payroll’ to generate payroll & pay slips.‘Save’ the record.www.husys.com29

Payroll ReportsPay SlipsOther Reports (YTDSalary Component,Reconciliation, ETDS.)Statutory Reportswww.husys.comPay SheetBank Payment Advice

Pay Slip1. Payslip:Path: HRIS (third module from left) - Payroll Management - PayslipAfter completion of payroll generation, individual pay slips can be accessed from herewww.husys.com31

Pay Slip (Contd.)By clicking on ‘Print’, the respective pay slip can be downloaded (Pay slip) or viewed (Pay slip Preview) ina pdf format.www.husys.com32