Salary attachments¶
Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose, whether voluntary or required.
When the deduction is voluntary, they are typically considered deductions. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a wage garnishment. In Odoo, these are all universally called, salary attachments.
Note that salary attachments could also be used to give recurring amount of money to employees. Like bonus divided in multiple parts.
Salary attachment types¶
To view the currently configured salary attachment types, navigate to . The default salary attachment types are: Attachment of Salary, Assignment of Salary, and Child Support.
Each salary attachment type displays the Name of the attachment type, the Code used when calculating payslips, a checkbox to indicate if there is No End Date, and whether it is Country specific (or universal).
Create new salary attachment types¶
Nguy hiểm
Upon installation of the Payroll application, the pre-configured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed localization package.
It is not recommended to alter or modify any of the preconfigured salary attachment types, especially if they have been previously used on payslips in the database. Doing so may affect various salary rules, and can prevent the creation of payslips.
A new salary attachment type can be created, but this should only be done when absolutely necessary. A salary attachment type needs to be linked to a salary rule in order to be considered in the salary computation.
Để tạo loại khấu trừ lương mới, nhấp nút Mới, một biểu mẫu Loại khấu trừ lương trống sẽ được tải. Nhập Tên cho loại khấu trừ lương mới vào trường tương ứng. Tiếp theo, nhập Mã dùng trong quy tắc lương để tính toán phiếu lương. Cuối cùng, tích vào ô Không có ngày kết thúc nếu khấu trừ lương này không bao giờ hết hạn.
If in a multi-company database, with locations in multiple countries, a Country field also appears on the Salary Attachment Types form. Select the country the attachment applies to, or leave blank if it is universal.
Create a salary attachment¶
All salary attachments must be configured separately for each employee, for each type of salary attachment. To view the currently configured salary attachments, navigate to .
All salary attachments appear in a default list view, and displays the name of the Employees, Description, the salary attachment Type, the Monthly Amount, Start Date, and current Status.
To create a new salary attachment, click the New button in the top-left corner, and a blank Salary Attachment form loads. Enter the following information on the form:
Employees: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field.
Description: Enter a short description of the salary attachment.
Type: Using the drop-down menu, select the specific salary attachment type.
Start Date: Using the calendar selector, select the date the salary attachment goes into effect.
Estimated End Date: This field is not modifiable, and only appears after the Monthly Amount field is populated. This field is the estimated date when the salary attachment will be completed. Today's date populates the field by default. Then, when the Total Amount field is populated, this date is updated.
Document: If any documentation is needed, such as a court order, click the Upload your file button, and a file explorer window loads. Select the desired document to attach it to the record. Only one document can be attached to a salary attachment.
Monthly Amount: Enter the amount taken out of each paycheck every month in this field.
Total Amount: This field only appears if the salary attachment type has no end date (the No End Date option is not ticked.)
Since the salary attachment form auto saves as the fields are populated, after making a salary attachment for an individual employee, there is no further action required.
If creating salary attachments for multiple employees on a single salary attachment form, after the form is filled out, click the Create Individual Attachments button. This creates separate salary attachments for each of the employees listed in the Employees field.
Sau khi tạo các khoản khấu trừ lương riêng lẻ, màn hình sẽ quay lại trang chủ Khấu trừ lương, nhưng với bộ lọc Mô tả đã được điền thông tin từ biểu mẫu khấu trừ lương. Tất cả các khoản khấu trừ lương sẽ có trạng thái Đang hoạt động vì chúng hiện đang có hiệu lực. Xóa bộ lọc trong ô tìm kiếm để xem toàn bộ trang chủ Khấu trừ lương mặc định.
Manage salary attachments¶
Salary attachments can have one of three statuses: Running, Completed, or Cancelled. To view the current status of all salary attachments, navigate to .
All salary attachments appear in the order they were configured. To view the salary attachments by a particular metric, such as the Status, or Type, click on the column title to sort by that specific column.
Completed salary attachments¶
When a salary attachment is created, it has a status of Running. Once the salary attachment is finished (the Total Amount entered on the salary attachment form has been paid in full), the status automatically changes to Completed, and the employee no longer has the money taken out of future paychecks.
If a salary attachment has been fulfilled, but has not automatically changed to Completed, the record can be manually updated. To change the status, open the Salary Attachment dashboard by navigating to .
Click on the record to update, and the detailed Salary Attachment form loads. On the individual Salary Attachment record, click the Mark as Completed button in the upper-left corner, and the status changes to Completed.
Example
The following is an example of when a payroll manager may need to manually change a salary attachment from Active to Completed.
Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to go towards this settlement payment.
Sau sáu tháng, Rose đã trả được $1.500,00 từ tiền lương của mình. Cô nhận được một khoản hoàn thuế và sử dụng số tiền đó để thanh toán phần còn lại của khoản dàn xếp vụ kiện. Sau khi gửi các tài liệu liên quan cho quản lý lương, chứng minh rằng khoản dàn xếp đã được thanh toán đầy đủ, quản lý lương sẽ thay đổi thủ công trạng thái khấu trừ lương của cô sang Đã hoàn thành.
Cancel salary attachments¶
Các khoản khấu trừ lương đều có thể bị hủy bỏ bất cứ lúc nào. Để hủy bỏ một khoản khấu trừ lương, hãy nhấp vào bản ghi khấu trừ cụ thể từ trang chủ chính Khấu trừ lương để mở bản ghi. Từ bản ghi Khấu trừ lương, nhấp vào nút Hủy bỏ để hủy khoản khấu trừ lương và ngừng trích tiền từ các phiếu lương trong tương lai.
Xem thêm