This has popped up several GitHub issues and forum topics but hasnt yet got the attention:
opened 05:56AM - 03 Nov 16 UTC
closed 09:32AM - 19 Jan 17 UTC
### Frequency - Weekly, Fortnightly and Monthy
- [x] Add select field in Sala… ry Structure, Salary Slip and Process Payroll for Frequency.
- [x] Number of days validation based on Frequency in Salary Slip.
- [x] Get Salary Structure based on frequency in Salary Slip and Process Payroll.
- [x] Test cases
### Loan Management
- [x] New Doctype "Employee Loan" (Account details, employee details, loan details, repayment details)
- [x] On Salary Slip creation check if any pending loan repayments for that time period
- [x] Will be added as a Deduction in Salary Slip
### Employee as Party type
- [x] Allow loan payment to be linked to party "Employee"
- [x] There will be separate line-entry for Loan repayments against Salary Slip for each Employee
### Reports
- [x] change title from 'Monthly Salary Register' to 'Salary Register'
Please feel free to add to it and make more suggestions.
https://github.com/frappe/erpnext/issues/4422, https://github.com/frappe/erpnext/issues/6802, https://github.com/frappe/erpnext/issues/6729, https://github.com/frappe/erpnext/pull/6633
opened 01:37PM - 01 Jun 17 UTC
closed 05:50AM - 06 Sep 22 UTC
to-validate
Continuation of - https://github.com/frappe/erpnext/issues/7948 - Would like to … see a feature in salary component to support year to date salary and other summed type values. There are a number of tax calculations (at least in the US) that are based on the total year to date gross salary.
Also would like the be able to flag some of the statistical components so they can be added to a pay slip for reporting or general awareness by employees. A good example of this in employer paid health care and retirement account contribution. They would be statistical from a calculation perspective, but would also be shown on pay slip for employee to see what employer is contributing.
Sorry, feature does not exist.
Hello @OneiricIT
We have been using the payroll section in HR module since last July. It was last step before dropping MYOB completely. At the moment we are running version 6.27. I’ll let you know about the new formula feature once we migrate to 7.1. We use Salary Structure same as yourself to keep history. For the time being, we manually calculate the PAYG using ATO website.
There is still a bit of extra work that needs to be done (e.g. PAYG calculation, YTD amounts, an Entitlements ledger, e…
I’m planning on a customisation template. Not much experience customising ERPNext under the hood. But we can do some new fields/doctypes and add a few scripts to achieve this. Doable with some help from the Pros.
In reply to @James_Robertson ’s Github post. Heres my full idea:
I’m considering customising the HR module to achieve this. I plan to pull the values from past payslips and sum them up in the current payslip.
It’d also be useful to save the current value in the Employee Profile, or better a linked document.
This will need an opening value in case of an implementation with already existing YTD values (mid-year for example).
So the formula for YTD Tax would be:
Employee_YTD_Tax = Employee_Opening_Tax_Value + [Employee_Past_Payslip_Tax]
Does anyone know how to query this given item from all past payslips on a given Employee ID?