How to edit/activate payroll for personnel

When creating a new agreement, the system will automatically activate payroll 4 months ahead.  

To edit/activate payroll for personnel, go to the Personnel module and click the Agreements tab inside a personnel's page. 

Click Edit at the end of the row of the month. The red colored lines alert you about missing monthly payroll data, the yellow lines represents the current month, and the white line represents all the data that’s filled.  

A modal window will pop up.  

It consists of the following fields: 

• Agreement – The agreement that applies to the personnel. Agreement types can be defined in the Organization Configuration by an administrator.
• Agreement Length – How many hours the personnel will work per day. The Agreement Length can be defined in the Organization Configuration by an administrator.
• Office – What office the personnel is working in. Offices can be defined in the Office module.
• Department – What department the personnel belongs to during the agreement length. Department types can be defined in the Department module.
• Position – The position the personnel will hold while the agreement is active. Position types can be defined in the Organization Configuration by an administrator.
• Currency – The predetermined currency that is in use. The currency can be defined in the Organization Configuration by an administrator.
• Salary – The agreed salary for the given month. This field is valid only for certain agreement types.
• Contracted Amount – The amount agreed to be paid to the contractor according to the contract in the given month. This field is valid only for certain agreement types.
• Bonus – Record any paid bonus in this field for that given month, if applicable.
• Comment – The user can add any additional comments here. 
• Apply Changes to Future Months – Tick this checkbox if you want these changes to apply to upcoming months.  

Review the information and click Save. 

Note! If you want to activate a payroll month for the whole company at once, you need to have the All Months module activated.  

To activate a payroll month for the whole company, go to the Personnel module and click the Agreements tab inside a personnel's page.  

Click on the month that you want to activate. 

You will then be taken to the Details tab and the Month Summary tab of that month. Click the link to find out how to activate a payroll month for the whole company.

Note! A user can access the payroll information only with the relevant permissions/access rights given by the administrator.  

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities can be additionally customized based on your business needs and preferences.