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Payrolls Management Manual

This guide explains the Payrolls App for non-technical users. The app is split into several views: Payroll Records, Bonuses and Rewards, Advances, and Deductions. Each view has filtering tools, actions, and reporting options.

1. Overview of the Payrolls App

The Payrolls App helps manage employee payment evidence. Depending on your role, you may see: - Payroll Records – Main payroll records. - Bonuses and Rewards – Bonus and reward payments. - Advances – Advance payments to employees. - Deductions – Wage deductions.

Switch between these views using the top navigation buttons.

2. Navigation and Interface

  • Breadcrumb navigation shows "Payroll Evidence".
  • Button group lets you switch views:
  • Payroll Records
  • Bonuses and Rewards
  • Advances
  • Deductions
  • Only views you have permission for are clickable. The active view is highlighted.

3. Payroll Records

Key Features:

Search and Filtering:

  • Search box for employee name, contract number, etc.
  • Date range filters (start/end).
  • Additional dropdowns:
  • Employee
  • Employer
  • Department
  • Contract Type
  • Preset date ranges (e.g., current month).

Table Display:

  • Columns include:
  • Employee details
  • Payroll period
  • Working hours and breakdowns (weekend, holidays, night)
  • Rewards, premiums, surcharges, advances, deductions
  • Creation details (date, user)
  • Status: "open" (green) or "closed" (red)

Actions:

  • View details (popup/modal)
  • Add new record (if permitted)
  • Bulk actions: generate documents, close records
  • Confirmation prompts before closing records

Export Options:

  • Export to XLSX (detailed or simplified)
  • Exports respect active filters

4. Bonuses and Rewards

Key Features:

  • Filters:
  • Search
  • Date range
  • Record type
  • Employee, Employer, Department, Contract Type
  • Table shows:
  • Employee details
  • Bonus type, amount, currency
  • Billing period
  • Date of payment (editable if missing)
  • Payroll period (if assigned)
  • Notes
  • Approval status (green/approved, orange/pending, red/denied)
  • Creation details
  • Actions:
  • Add, edit, delete bonus records
  • Bulk document generation

5. Advances

Key Features:

  • Filters:
  • Search
  • Date range
  • Employee, Employer, Department, Contract Type
  • Approval status
  • Table shows:
  • Employee details
  • Advance amount and currency
  • Billing period
  • Date of payment (editable if missing)
  • Payroll period (if assigned)
  • Notes
  • Approval status
  • Creation details
  • Actions:
  • Add, edit, delete advances
  • Bulk document generation

6. Deductions

Key Features:

  • Filters:
  • Search
  • Date range
  • Employee, Employer, Department, Contract Type
  • Approval status
  • Table shows:
  • Employee details
  • Deduction amount and currency
  • Category
  • Billing period
  • Date of payment (editable if missing)
  • Payroll period (if assigned)
  • Notes
  • Approval status
  • Creation details
  • Actions:
  • Add, edit, delete deductions
  • Bulk document generation
  • Quick filter buttons: All, Approved, Denied

7. Common Features Across All Views

Search and Filtering:

  • Search box
  • Date range filters with presets
  • Dropdown filters for employee, employer, department, contract type
  • Status filters where applicable

Table Interface and Actions:

  • Detailed columns: employee, dates, amounts, status
  • Inline actions:
  • Add missing data (e.g., date of payment)
  • View, edit, delete records
  • Bulk actions:
  • Generate documents
  • Close payroll records (where applicable)

Exports and Document Generation:

  • Export filtered data (full or simplified XLSX)
  • Document generation available in bulk actions

Permissions:

  • Visibility and actions depend on user permissions
  • Missing options? Contact your administrator

8. Troubleshooting and Tips

  • Check date filters if no records appear
  • Look for confirmation toasts after actions
  • Refresh the page if modals fail to open
  • Hover over info icons for tooltips
  • For issues, contact your HR or system administrator

9. Summary

The Payrolls App provides a full interface for managing payroll-related data: - Switch easily between payrolls, bonuses, advances, and deductions - Use filters and search for specific records - Perform bulk actions and export data - Use modals for adding/editing data - Manage payments confidently, even without technical skills

General Help

This detailed manual helps you use Pulsawork’s Payrolls App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy working! 🚀

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

Frequently Asked Questions (FAQ)

What is the purpose of the Payrolls App?

The Payrolls App allows HR and payroll users to manage employee payment records, including payrolls, bonuses, advances, and deductions. It provides filtering, document generation, and export features.

How can I switch between Payroll Records, Bonuses, Advances, and Deductions views?

Use the navigation buttons at the top of the Payrolls App. Only the views you have permission for will be available.

Can I filter payroll records by specific dates or employees?

Yes. Each view provides a search bar and advanced filters where you can select date ranges, employees, employers, departments, and contract types.

What happens if the Date of Payment is missing in bonuses, advances, or deductions?

An "add" icon will appear next to the missing date. Click it to open a modal window and add the payment date.

What does the status 'Open' or 'Closed' mean in payroll records?
  • Open: The record is still editable.
  • Closed: The record is finalized and cannot be edited.
How can I generate payroll reports or export data?

Use the Export button to download the visible records as an XLSX file. Filters will apply, so only filtered records are exported. Bulk document generation is also available.

What should I do if no records appear in the list?

Check your filter settings, including the date range. Reset the filters if needed and refresh the page.

Can I perform bulk actions in the Payrolls App?

Yes. Select multiple records using checkboxes and then perform bulk actions like closing payrolls or generating documents.

Why are some actions or views not visible for me?

Access to specific views or actions depends on your permissions. Contact your system administrator if you need additional access.

How do I know if a record is approved, pending, or denied?

In bonuses, advances, and deductions views, the approval status is shown with color-coded labels: - Green – Approved - Orange – Pending - Red – Denied

How can I view detailed working hours (weekends, holidays) for a payroll record?

In the Payroll Records view, click the small info icon in the Working Hours column to see a breakdown of specific hour types.

Is there a way to add comments or notes to records?

Yes. Some views have a Notes column where you can add or review comments related to the record.

What happens when I delete a record?

You will receive a confirmation prompt before deleting. Once confirmed, the record is permanently removed.

What is the difference between full and simplified exports?
  • Full Export: Includes all detailed data per record.
  • Simplified Export: Provides summary information for quick review.
Who should I contact if I encounter issues or missing features?

If you experience technical issues or lack access to certain features, contact your HR support team or system administrator for assistance.

How does the page look like?

Payrolls Table Example