Egypt

# Egypt

The Egypt Payroll localization package enables payroll processing that fully complies with
Egyptian labor laws. It calculates progressive income tax, employee- and employer-paid social
security, and core salary components, including housing and transportation allowances.

## Configuration

Install the following modules to get all the features of the Egypt Payroll localization:
`l10n_eg_hr_payroll`
Payroll module includes all salary rules, leave logic, and compensation rules compliant with
Egyptian Labor Law.
Egypt - Payroll with Accounting
l10n_eg_hr_payroll_account
`l10n_eg_hr_payroll_account`
Adds account mappings related to payroll calculations.
Egypt fiscal localization documentation

## Egyptian employee contracts

Once an employee has been created in the database , a contract must be created .
To check if the user already has a contract, navigate to the Employees app, then click on the
employeeâs Kanban card. The Contracts smart button displays a red zero
when no contract exists. Otherwise, it displays In contract since (contract start date) in green.
Contracts can also be found by navigating to Employees app â£ Employees â£
Contracts . All contracts appear in a list view, grouped by status.
Populate the following contractual information in the Salary Information tab of the
contract:
- Social Insurance Reference Amount : Used as the base amount for calculating the social insurance employee and employer portions .
Social Insurance Reference Amount : Used as the base amount for calculating the social insurance employee and employer portions .
- Number of Leave Days : Used for calculating the provision amount for the annual
leave for the employee .
Number of Leave Days : Used for calculating the provision amount for the annual
leave for the employee .
- Provision Number of Days : Corresponds with the number of days used in the calculation
of the provision value of the end of service for the employee .
Provision Number of Days : Corresponds with the number of days used in the calculation
of the provision value of the end of service for the employee .
- Total Number of Days : Refers to the number of days used to calculate the end-of-service benefit paid to the employee when their employment with the company ends .
Total Number of Days : Refers to the number of days used to calculate the end-of-service benefit paid to the employee when their employment with the company ends .

## Social insurance

Social insurance rules calculate the contribution amounts that are to be paid by the employer and
employee to the NOSI . This is only available
for Egyptian employees.
The employer contributes 18.75% of the social insurance reference amount for the employee. On the
other hand, the employee contributes 11% of their insurance reference amount, and that amount gets
deducted from the payslip amount.
The social insurance reference amount is set per employee in their contracts.

## Leaves

The following leave types are available to employees working in Egypt: Annual leave , Sick leave , Unpaid leave , and Other leave types .

### Annual leave

Employees are eligible for 21 days of annual leave, and if the employee requires more days, they
have to be requested from HR managers accordingly.
Since the annual leave is fully paid, it is not connected to a salary rule, but it will appear on
the worked days on the payslip form and on the PDF printout.

### Sick leave

Three cases exist for sick leaves in terms of the amount to be deducted from the employee:
- Fully paid : first 30 calendar days each year (affects only working entries; no payroll
deduction). Payroll computation =(Daily Wage)
Fully paid : first 30 calendar days each year (affects only working entries; no payroll
deduction).
Payroll computation =(Daily Wage)
- 75% paid : next 60 days; payroll rule deducts 25% of an employeeâs salary. Payroll computation =(Daily Wage * 0.25)
75% paid : next 60 days; payroll rule deducts 25% of an employeeâs salary.
Payroll computation =(Daily Wage * 0.25)
- 0% paid : after 90 days; payroll rule deducts 100% of an employeeâs salary. Payroll computation =(Daily Wage * 0.00)
0% paid : after 90 days; payroll rule deducts 100% of an employeeâs salary.
Payroll computation =(Daily Wage * 0.00)

### Unpaid leave

Deductions are applied on the employeeâs salary based on the number of unpaid leave days taken, and
it is calculated by dividing the monthly salary for the employee by 30 to get the daily salary and
then multiplying it by the number of unpaid leave days taken.

### Other leave types

These are leave types considered fully paid and do not affect the end payslip, but are tracked in
the working entries:
- Maternity leave
- Hajj leave
- Death leave

## Income tax

In Egypt, employees are subject to a progressive income tax system, where tax rates increase with
higher annual income brackets.

### Tax brackets

Depending on the annual income of the employee, the following rates apply:
More than 70k to 200k
More than 70k to 200k
More than 70k to 200k
More than 200k to 400k
More than 200k to 400k
More than 200k to 400k
More than 200k to 400k

### Exemptions

Employees are eligible to an EGP 20,000 personal exception on their gross income.

## Overtime

Depending on the time of day and the time at which the overtime is recorded in, the additional
amount to be paid to the employee can be as follows:
- During daytime hours on working days, the amount is 1.35x times the employeeâs hourly wage.
During daytime hours on working days, the amount is 1.35x times the employeeâs hourly wage.
- During nighttime hours on working days, the amount is 1.70x times the employeeâs hourly wage.
During nighttime hours on working days, the amount is 1.70x times the employeeâs hourly wage.
- On rest days and public holidays: The amount is 2.0x times the employeeâs hourly wage.
On rest days and public holidays: The amount is 2.0x times the employeeâs hourly wage.
Overtime hours are registered as other inputs directly on payslips.

## Provisions

Provisions are the amounts computed by the employer to account for the payments made to the employee
for EOS benefits or annual leave. And it is computed on a monthly basis.

### End of service benefit provision

It is computed by dividing the end of service Provision Number of Days by 12 and multiplying the
result by the daily salary for the employee.

### Annual leave provision

It is computed by dividing the number of leave days by 12 and multiplying the result by the daily
salary for the employee.

## End of service

At the end of the service slip that is generated for the employee, there are the following points
that are unique only to the payslip:

### Unused leaves compensation

The number of available annual leaves is shown on the employeeâs record. It is based on the annual
leave type defined in the Payroll settings. It is calculated as the total remaining allocations for
that specific leave type assigned to the employee.
That number is then multiplied by the daily rate for the employee and added as an allowance on their
payslip.

### End of service benefit

It is calculated by multiplying the daily wage of the employee by the number of days for the end of
service that is set in the employeeâs contract.

## Out of contract

Out-of-contract days are the days that fall within the payslip period but are not included in the
employeeâs contract period. The corresponding amount is added as a deduction on the payslip and is
calculated by multiplying the number of out-of-contract days by the employeeâs daily wage.

Configuration
Egyptian employee contracts
Social insurance
Leaves
Annual leave
Sick leave
Unpaid leave
Other leave types
Income tax
Tax brackets
Exemptions
Overtime
Provisions
End of service benefit provision
Annual leave provision
End of service
Unused leaves compensation
End of service benefit
Out of contract


Employment Hero Payroll

# Employment Hero Payroll

The Employment Hero module synchronises payslip accounting entries
(e.g., expenses, social charges, liabilities, taxes) automatically from Employment Hero to Odoo.
Payroll administration is still done in Employment Hero, but the journal entries are done in
Odoo.
KeyPay was rebranded as Employment Hero in March 2023.

## Configuration

- Activate the Employment Hero Payroll module
( l10n_employment_hero ).
Activate the Employment Hero Payroll module
( l10n_employment_hero ).
`l10n_employment_hero`
- Configure the Employment Hero API by going to Accounting â£ Configuration
â£ Settings . More fields become visible after clicking on Enable Employment Hero
Integration . The API Key can be found in the My Account section of the Employment Hero platform. The Payroll URL is left empty by default to avoid any confusion. Please fill it according
to the documentation specific to the localization. Note Employment hero is available for Australia , Malaysia , New Zealand , Singapore ,
and the United Kingdom . The Business ID can be found in the Employment Hero URL. (i.e., 189241 ) Choose any Odoo journal to post the payslip entries.
Configure the Employment Hero API by going to Accounting â£ Configuration
â£ Settings . More fields become visible after clicking on Enable Employment Hero
Integration .
- The API Key can be found in the My Account section of the Employment Hero platform.
The API Key can be found in the My Account section of the Employment Hero platform.
- The Payroll URL is left empty by default to avoid any confusion. Please fill it according
to the documentation specific to the localization. Note Employment hero is available for Australia , Malaysia , New Zealand , Singapore ,
and the United Kingdom .
The Payroll URL is left empty by default to avoid any confusion. Please fill it according
to the documentation specific to the localization.
Employment hero is available for Australia , Malaysia , New Zealand , Singapore ,
and the United Kingdom .
- The Business ID can be found in the Employment Hero URL. (i.e., 189241 )
The Business ID can be found in the Employment Hero URL. (i.e., 189241 )
`189241`
- Choose any Odoo journal to post the payslip entries.
Choose any Odoo journal to post the payslip entries.
- Configure the tax by going to Accounting â£ Configuration â£ Taxes . Create the
necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the Matching Employment Hero Tax field.
Configure the tax by going to Accounting â£ Configuration â£ Taxes . Create the
necessary taxes for the Employment Hero payslip entries. Fill in the tax code from Employment Hero in the Matching Employment Hero Tax field.

## How does the API work?

The API syncs the journal entries from Employment Hero to Odoo and leaves them in draft mode. The
reference includes the Employment Hero payslip entry ID in brackets for the user to easily retrieve
the same record in Employment Hero and Odoo.
By default, the synchronisation happens once per week. The records can be fetched manually by going
to Accounting â£ Configuration â£ Settings and, in the Enable
Employment Hero Integration option, click on Fetch Payruns Manually .
Employment Hero payslip entries also work based on double-entry bookkeeping.
The accounts used by Employment Hero are defined in the section Payroll settings .
For the API to work, create the same accounts as the default accounts of the Employment Hero
business ( same name and same code ) in Odoo. The correct account types must be chosen in Odoo to
generate accurate financial reports.


Hong Kong

# Hong Kong

Ensure the Hong Kong - Payroll ( l10n_hk_hr_payroll ) module is installed before
proceeding.
`l10n_hk_hr_payroll`

## Create employees

Go to the Employees app and click New . Then, configure the following
fields:
- Under the Work Information tab Working Hours : HK Standard 40 hours/week option must be selected.
Under the Work Information tab
- Working Hours : HK Standard 40 hours/week option must be selected.
Working Hours : HK Standard 40 hours/week option must be selected.
- Under the Private Information tab Surname, Given Name, Name in Chinese : name of the employee. Private Address : address of the employee. Bank Account Number : employeeâs bank account number. Current Rental : employeeâs rental records (if rental allowance is applicable). Autopay Type : BBAN , SVID , EMAL , etc. Autopay Reference : autopay reference number. Identification No : HKID of the employee. Gender : gender of the employee. Important For the Bank Account Number , this account should be set as Trusted before further processing. To achieve this, click on the right-arrow button next to Bank Account Number field.
Set the Send Money to Trusted by clicking on the toggle. Note To populate the Current Rental , click on the History button.
Then, click on New . Fill in the relevant details and save the rental record. Upon
saving the record, the rental contract state will be visible (at the top-right
corner) and can be set to Running .
Under the Private Information tab
- Surname, Given Name, Name in Chinese : name of the employee.
Surname, Given Name, Name in Chinese : name of the employee.
- Private Address : address of the employee.
Private Address : address of the employee.
- Bank Account Number : employeeâs bank account number.
Bank Account Number : employeeâs bank account number.
- Current Rental : employeeâs rental records (if rental allowance is applicable).
Current Rental : employeeâs rental records (if rental allowance is applicable).
- Autopay Type : BBAN , SVID , EMAL , etc.
Autopay Type : BBAN , SVID , EMAL , etc.
- Autopay Reference : autopay reference number.
Autopay Reference : autopay reference number.
- Identification No : HKID of the employee.
Identification No : HKID of the employee.
- Gender : gender of the employee.
Gender : gender of the employee.
For the Bank Account Number , this account should be set as Trusted before further processing.
To achieve this, click on the right-arrow button next to Bank Account Number field.
Set the Send Money to Trusted by clicking on the toggle.
To populate the Current Rental , click on the History button.
Then, click on New . Fill in the relevant details and save the rental record. Upon
saving the record, the rental contract state will be visible (at the top-right
corner) and can be set to Running .
- Under the HR Settings tab: Volunteer Contribution Option : select either Only Mandatory
Contribution , With Fixed %VC , or Cap 5% VC . MPF Manulife Account : account number, if applicable.
Under the HR Settings tab:
- Volunteer Contribution Option : select either Only Mandatory
Contribution , With Fixed %VC , or Cap 5% VC .
Volunteer Contribution Option : select either Only Mandatory
Contribution , With Fixed %VC , or Cap 5% VC .
- MPF Manulife Account : account number, if applicable.
MPF Manulife Account : account number, if applicable.

## Manage contracts

Once the new employee has been created, click the Contracts smart button on the
employee record, or navigate to Employees app â£ Employees â£ Contracts .
Only one contract can be active simultaneously per employee, but an employee can be assigned
consecutive contracts during their employment.
The following are critical for setting up a contract:
- Salary Structure Type : set as CAP57: Hong Kong Employee .
Salary Structure Type : set as CAP57: Hong Kong Employee .
- Contract Start Date : start date of employment.
Contract Start Date : start date of employment.
- Working Schedule : set as HK Standard 40 hours/week (from employee record).
Working Schedule : set as HK Standard 40 hours/week (from employee record).
- Work Entry Source : select either Working Schedule , Attendances or Planning . This field determines how the work entries are accounted for in the
payslip. Working Schedule : the work entries are generated automatically based on the
employeeâs working schedule. Attendances : the work entries are generated based on the check-in/out period logged
in the Attendances . Planning : the work entries are generated from planning shifts only.
Work Entry Source : select either Working Schedule , Attendances or Planning . This field determines how the work entries are accounted for in the
payslip.
- Working Schedule : the work entries are generated automatically based on the
employeeâs working schedule.
Working Schedule : the work entries are generated automatically based on the
employeeâs working schedule.
- Attendances : the work entries are generated based on the check-in/out period logged
in the Attendances .
Attendances : the work entries are generated based on the check-in/out period logged
in the Attendances .
- Planning : the work entries are generated from planning shifts only.
Planning : the work entries are generated from planning shifts only.
- Under the Salary Information tab Wage Type : select Fixed Wage for Full-time or Part-time employees, or Hourly Wage for employees who are paid hourly. Schedule Pay : the frequency of payslip issuance. Wage : Monthly or Hourly depending on the Wage
Type . Internet Subscription : this is an optional field to provide additional internet
allowance on top of the current salary package.
Under the Salary Information tab
- Wage Type : select Fixed Wage for Full-time or Part-time employees, or Hourly Wage for employees who are paid hourly.
Wage Type : select Fixed Wage for Full-time or Part-time employees, or Hourly Wage for employees who are paid hourly.
- Schedule Pay : the frequency of payslip issuance.
Schedule Pay : the frequency of payslip issuance.
- Wage : Monthly or Hourly depending on the Wage
Type .
Wage : Monthly or Hourly depending on the Wage
Type .
- Internet Subscription : this is an optional field to provide additional internet
allowance on top of the current salary package.
Internet Subscription : this is an optional field to provide additional internet
allowance on top of the current salary package.
Timesheets do not impact work entries in Odoo.
Once all information has been setup, set the contract status to Running by clicking the Running button in the top-right of the page.

## Generate payslips

Once the employees, and their contracts, are configured, payslips can be generated in the Payroll app.
Odoo provides four different salary structures under CAP57 regulation:
- CAP57: Employees Monthly Pay : to process the monthly employee salary.
CAP57: Employees Monthly Pay : to process the monthly employee salary.
- CAP57: Payment in Lieu of Notice : to process final payment upon contract termination
using ADW .
CAP57: Payment in Lieu of Notice : to process final payment upon contract termination
using ADW .
- CAP57: Long Service Payment : applicable to employees with more than five years of
service upon contract termination.
CAP57: Long Service Payment : applicable to employees with more than five years of
service upon contract termination.
- CAP57: Severance Payment : applicable to employees with more than two years of service
upon contract termination.
CAP57: Severance Payment : applicable to employees with more than two years of service
upon contract termination.
Before running the payslips, the accounts used in the salary rule can be adjusted by navigating to Payroll app â£ Configuration â£ Rules .
Odoo can create pay runs in two ways: via batch or individual payslips.

### Batch payslips

This method of payslip generation is used for recurring payments, since multiple employee payslips
can be managed at once. Go to Payroll app â£ Payslips â£ Batches .
- Click on New .
- Enter a Batch Name (e.g. 2024 - Jan ) and Period (e.g. 01/01/2024 - 01/31/2024 ).
Enter a Batch Name (e.g. 2024 - Jan ) and Period (e.g. 01/01/2024 - 01/31/2024 ).
`2024-Jan`
`01/01/2024`
`01/31/2024`
- Click on Generate Payslips .
Click on Generate Payslips .
- Choose which Salary Structure to use for this batch. The department filter allows the
batch to only apply to a specific group of employees.
Choose which Salary Structure to use for this batch. The department filter allows the
batch to only apply to a specific group of employees.
- Click on Generate .
- A Payslips smart button is created automatically.
A Payslips smart button is created automatically.
Next, click Create Draft Entry to generate a draft journal entry found in the Other Info tab of each payslip. A Confirmation pop-up window appears asking Are you sure you want to proceed? . Click Ok to create the journal entries.

### Individual payslips

Go to Payroll app â£ Payslips â£ All Payslips .
This method of payslip generation is commonly used to handle non-recurring payments (e.g. CAP57: Payment in Lieu of Notice , CAP57: Long Service Payment or CAP57: Severance Payment ).
- Click on New .
- Select an Employee . When selected, the Contract is filled out
automatically.
Select an Employee . When selected, the Contract is filled out
automatically.
- Add a pay Period .
- Select a salary Structure (e.g. CAP57: Employees Monthly Pay ).
Select a salary Structure (e.g. CAP57: Employees Monthly Pay ).
- The Worked Days & Inputs tab automatically compute the worked days/hours and time off
leaves that are applicable.
The Worked Days & Inputs tab automatically compute the worked days/hours and time off
leaves that are applicable.
- Additional payslip items can be added at this time (e.g. Commissions , Deductions ) under the Other Inputs section.
Additional payslip items can be added at this time (e.g. Commissions , Deductions ) under the Other Inputs section.
- Click on Compute Sheet button to generate the payslip lines. This button updates
the Salary Computation tab.
Click on Compute Sheet button to generate the payslip lines. This button updates
the Salary Computation tab.
If the work entry for an employee was amended, click the (gear) icon,
then click Recompute Whole Sheet to refresh the payslipâs Worked Days &
Inputs tab.
The Salary Computation tab shows the detailed breakdown of the computation, based on
the salary rules configured for each structure type.
- Rent Allowance : amount derived from the employeeâs active rental record.
Rent Allowance : amount derived from the employeeâs active rental record.
- Basic Salary : amount of base salary provided (after rent allowance deduction).
Basic Salary : amount of base salary provided (after rent allowance deduction).
- 713 Gross : net payable amount considering Commission , Internet Allowance , Reimbursements , Back-pay , Deduction , etc.
713 Gross : net payable amount considering Commission , Internet Allowance , Reimbursements , Back-pay , Deduction , etc.
- MPF Gross : net payable amount from 713 gross after consideration of additional
allowances, deductions, and end-of-year payment.
MPF Gross : net payable amount from 713 gross after consideration of additional
allowances, deductions, and end-of-year payment.
- Employee Mandatory Contribution : employee MPF Contribution.
Employee Mandatory Contribution : employee MPF Contribution.
- Employer Mandatory Contribution : employer MPF Contribution.
Employer Mandatory Contribution : employer MPF Contribution.
- Gross : net payable amount from MPF gross after consideration of MPF deductions.
Gross : net payable amount from MPF gross after consideration of MPF deductions.
- Net Salary : final payable amount to be paid to the employee.
Net Salary : final payable amount to be paid to the employee.
There are no MPF contributions for the first month. Both employee and employer contribution
starts on second month.
Under the Other Inputs section in Worked Days & Inputs tab, there are
additional manual input types:
- Back Pay : additional salary payout can be included under this category.
Back Pay : additional salary payout can be included under this category.
- Commission : the commission earned during the period can be manually entered here.
Commission : the commission earned during the period can be manually entered here.
- Global Deduction : a lump-sum deduction from the entire payslip.
Global Deduction : a lump-sum deduction from the entire payslip.
- Global Reimbursement : a lump-sum reimbursement to the entire payslip.
Global Reimbursement : a lump-sum reimbursement to the entire payslip.
- Referral Fee : the additional bonus offered for any form of business-related referral.
Referral Fee : the additional bonus offered for any form of business-related referral.
- Moving Daily Wage : to override the ADW value used for
leaves computation.
Moving Daily Wage : to override the ADW value used for
leaves computation.
- Skip Rent Allowance : if set, the rental allowance is excluded from the current
payslip.
Skip Rent Allowance : if set, the rental allowance is excluded from the current
payslip.
- Custom Average Monthly Salary : to override the average monthly salary used for
end-of-year payment (rule is only applicable to payslips generated in December).
Custom Average Monthly Salary : to override the average monthly salary used for
end-of-year payment (rule is only applicable to payslips generated in December).
- Lieu of Notice Period (Months) : only applicable to CAP57: Payment in Lieu
of Notice salary structure. By default, the final payout is set as 1-month. Use the Count field under the Other Inputs section to set a different notice
period duration.
Lieu of Notice Period (Months) : only applicable to CAP57: Payment in Lieu
of Notice salary structure. By default, the final payout is set as 1-month. Use the Count field under the Other Inputs section to set a different notice
period duration.
Once the payslips are ready, click on Compute Sheet , followed by Create Draft
entry to generate a draft journal entry found in the Other Info tab of the payslip.

## Pay employees

Once the draft journal entries have been posted, the company can now pay the employees. The user can
choose between two different payment methods :
- From the employeeâs payslip ( Payroll app â£ Payslips â£ All Payslips ), once the
payslipâs journal entry has been posted, click Register Payment . The process is the
same as paying vendor bills . Select the desired bank
journal and payment method, then later reconcile the payment with the corresponding bank statement.
From the employeeâs payslip ( Payroll app â£ Payslips â£ All Payslips ), once the
payslipâs journal entry has been posted, click Register Payment . The process is the
same as paying vendor bills . Select the desired bank
journal and payment method, then later reconcile the payment with the corresponding bank statement.
- For batch payments ( Payroll app â£ Payslips â£ Batches ), once all draft journal
entries from the batch are confirmed, click Mark as Paid to post the payment journal
entry. Then create a payment in the Accounting app,
and reconcile accordingly.
For batch payments ( Payroll app â£ Payslips â£ Batches ), once all draft journal
entries from the batch are confirmed, click Mark as Paid to post the payment journal
entry. Then create a payment in the Accounting app,
and reconcile accordingly.

## Attendances and hourly wage

To configure the contract for an employee paid hourly using the Attendances app for hours
tracking, navigate to Payroll app â£ Contracts â£ Contracts .
Create a new contract . It is important to remember to set the Work Entry Source as Attendances , and Wage Type as Hourly Wage .
To record the hours logged by the employee using Attendances app:
- Go to Attendances app .
Go to Attendances app .
- The employee can check-in/out, via the kiosk mode and the time will be logged automatically.
The employee can check-in/out, via the kiosk mode and the time will be logged automatically.
- In the Payroll app , review the attendance work entries generated from Payroll app â£ Work Entries â£ Work Entries .
In the Payroll app , review the attendance work entries generated from Payroll app â£ Work Entries â£ Work Entries .
- Next, generate the payslips and process the payment.
Next, generate the payslips and process the payment.

## Time Off with Payroll

The work entry types and time off types are fully integrated between the Time Off and Payroll apps. There are several default time off types and work entry types specific to
Hong Kong which are installed automatically along with the Hong Kong - Payroll module.
Go to Payroll app â£ Configuration â£ Work Entry Types and click New .
There are two checkboxes to be considered when setting up the work entry type:
- Use 713 : Include this leave type as part of 713 computation.
Use 713 : Include this leave type as part of 713 computation.
- Non-full pay : 80% of the ADW .
Non-full pay : 80% of the ADW .
Creating and configuring work entry types

## Understanding 713 Ordinance

The Hong Kong - Payroll module is compliant with 713 Ordinance which relates to the ADW computation to ensure fair compensation for employees.
The ADW computation is as follows:
ADW equals the total wage in a 12-month period, minus the wages of
non-full pay, divided by the total days in a 12-month period minus the days of non-full pay.
For 418 compliance, there is no automated allocation of the Statutory Holiday entitlement to
the employees. As soon as 418 requirements are met, manually allocate the leaves, via the Time
Off app.
Before generating payslips, ensure the statuses are Done to validate the outcome.
Mar (One Day Annual Leave)
$730.27 ($65724.33/90)
Apr (One Day 80% Sick Leave)
$584.22 ($730.27*0.8)
Here is an example demonstrating the 713 logic:
- Jan : Generate a payslip with a monthly wage of $20200. The ADW is always computed on a cumulative basis of the trailing 12-months.
Jan : Generate a payslip with a monthly wage of $20200. The ADW is always computed on a cumulative basis of the trailing 12-months.
- Feb : Generate a similar payslip, but add an Other Input Type for the Commission .
Feb : Generate a similar payslip, but add an Other Input Type for the Commission .
- Mar : Apply for one full-paid annual leave in March. The salary compensation for the
leave taken is based on ADW thus far.
Mar : Apply for one full-paid annual leave in March. The salary compensation for the
leave taken is based on ADW thus far.
- Apr : Apply for a 1-day non-full pay leave in April. Since this is a non-full pay leave, the ADW is computed accordingly.
Apr : Apply for a 1-day non-full pay leave in April. Since this is a non-full pay leave, the ADW is computed accordingly.
The value of ADW is computed in the backend, and not be visible to
the user.
- HK 713 Ordinance
- HK 418 Ordinance

## Generate reports

Before generating the below reports, setup the following in Settings app â£
Payroll .
Configure the following in the Accounting section:
- Tick the Payroll HSBC Autopay checkbox. Autopay Type : Set as H2H Submission . Select the Bank Account to use.
Tick the Payroll HSBC Autopay checkbox.
- Autopay Type : Set as H2H Submission .
Autopay Type : Set as H2H Submission .
- Select the Bank Account to use.
Select the Bank Account to use.
Configure the following in the HK Localization section:
- Employerâs Name shows on reports
Employerâs Name shows on reports
- Employerâs File Number
Employerâs File Number
- Manulife MPF Scheme

### IRD report

There are a total of four IRD reports available:
- IR56B : employerâs Return of Remuneration and Pensions.
IR56B : employerâs Return of Remuneration and Pensions.
- IR56E : notification of Commencement of Employment.
IR56E : notification of Commencement of Employment.
- IR56F : notification of Ceasation of Employment (remaining in HK).
IR56F : notification of Ceasation of Employment (remaining in HK).
- IR56G : notification of Ceasation of Employment (departing from HK permanently).
IR56G : notification of Ceasation of Employment (departing from HK permanently).
Go to Payroll app â£ Reporting , and select one of the IR56B/E/F/G
Sheet options:
- Click on New .
- Fill in the relevant information for the IRD report.
Fill in the relevant information for the IRD report.
- Click on Populate , and the Eligible Employees smart button appears.
Click on Populate , and the Eligible Employees smart button appears.
- The Employee Declarations status is Draft and changed to Generated PDF status once the schedule runs.
The Employee Declarations status is Draft and changed to Generated PDF status once the schedule runs.
- Once the PDF is generated, the IRD form may be downloaded.
Once the PDF is generated, the IRD form may be downloaded.
The scheduled action called Payroll: Generate pdfs can be manually triggered. It is set by
default to run the PDF generation monthly.

### Manulife MPF sheet

Go to Payroll app â£ Reporting â£ Manulife MPF Sheet .
- Click on New .
- Select the relevant Year , Month , and Sequence No. .
Select the relevant Year , Month , and Sequence No. .
- Click on Create XLSX .
Click on Create XLSX .
- The Manulife MPF XLSX file is then generated, and available for download.
The Manulife MPF XLSX file is then generated, and available for download.
Odoo will not be developing further reports for other MPF trustee as there will soon be an
eMPF platform setup by the local government.

### HSBC autopay report

If HSBC Autopay is selected as the batch payment method, click on Create HSBC Autopay
Report , and fill in the mandatory fields:
This creates an .apc file format which can be uploaded to the HSCB portal for processing.
`.apc`

Create employees
Manage contracts
Generate payslips
Batch payslips
Individual payslips
Pay employees
Attendances and hourly wage
Time Off with Payroll
Understanding 713 Ordinance
Generate reports
IRD report
Manulife MPF sheet
HSBC autopay report


Jordan

# Jordan

The Jordan Payroll localization package offers a comprehensive solution for managing payroll in
compliance with Jordanian labor laws. It supports income tax calculations using progressive tax
brackets, social security contributions from both employees and employers and basic salary
calculations, including allowances such as housing and transportation.

## Configuration

Install the following modules to get all the features of the Jordan Payroll localization:
`l10n_jo_hr_payroll`
Payroll module supporting basic calculation, tax income brackets, and national contribution
tax and social security
Jordan - Payroll with Accounting
l10n_jo_hr_payroll_account
`l10n_jo_hr_payroll_account`
Bridge module between Payroll and Accounting
Jordan fiscal localization documentation

## Basic calculations

The Jordan Payroll localization package in Odoo provides foundational payroll management tools
that are compliant with Jordanâs labor laws and regulations. Key features include:
- Basic salary calculations : Odoo supports the computation of employee salaries based on
predefined salary structures, ensuring accurate payroll processing.
Basic salary calculations : Odoo supports the computation of employee salaries based on
predefined salary structures, ensuring accurate payroll processing.
- Social security contributions : It handles social security deductions for employees and
employer contributions, aligning with local regulations.
Social security contributions : It handles social security deductions for employees and
employer contributions, aligning with local regulations.
- Taxation support : The system is configured to handle income tax calculations in Jordan,
including deductions based on progressive tax brackets as required by Jordanian labor and tax
laws.
Taxation support : The system is configured to handle income tax calculations in Jordan,
including deductions based on progressive tax brackets as required by Jordanian labor and tax
laws.
- Custom allowances and deductions : The localization supports additional allowances, deductions,
or overtime as part of payroll computation.
Custom allowances and deductions : The localization supports additional allowances, deductions,
or overtime as part of payroll computation.
These features ensure businesses can manage payroll effectively and comply with Jordanian-specific
legal requirements. For enhanced functionality, businesses may leverage Odooâs flexibility to
customize payroll workflows.

## Social security

The Jordan Payroll localization package in Odoo simplifies social security management by
automating calculations for both employees and employers. Contributions are based on a percentage of
the employeeâs basic salary, with a maximum insurable wage cap in line with Jordanian Social
Security Corporation (SSC) regulations.

### Employee contributions

Odoo calculates the employeeâs social security deduction as 7.5% of their basic salary, up to the
insurable wage cap of 3,000 JOD. If the employeeâs salary exceeds this cap, the deduction is based
on the capped amount. This ensures compliance with SSC requirements and reflects accurately on the employeeâs payslip.

### Employer contributions

For employers, Odoo computes social security contributions as 14.25% of the employeeâs basic salary,
also capped at 3,000 JOD. Like the employee contributions, if the salary exceeds this cap, the
employerâs contribution is calculated based on the capped amount. These contributions include
pensions, workplace injury insurance, and other mandated benefits.

### Key features

- Capped contributions : The system ensures that both employee and employer contributions are
aligned with the SSC-mandated insurance cap.
Capped contributions : The system ensures that both employee and employer contributions are
aligned with the SSC-mandated insurance cap.
- Automated calculations : Contributions are automatically calculated and included in payroll,
reducing errors and administrative work.
Automated calculations : Contributions are automatically calculated and included in payroll,
reducing errors and administrative work.
- Compliance with regulations : Odooâs configuration ensures full compliance with Jordanian
social security laws, reflecting the correct rates and caps for both sides.
Compliance with regulations : Odooâs configuration ensures full compliance with Jordanian
social security laws, reflecting the correct rates and caps for both sides.

## Income tax calculation

The Jordan Payroll localization package automates income tax calculations using progressive tax
brackets, ensuring compliance with Jordanian labor laws. The system applies income tax rates based
on the employeeâs annual gross income, with higher brackets subject to increased percentages. The
calculations are divided into six brackets, and the appropriate tax is deducted monthly.

### Tax brackets

- 5% bracket : Applicable to annual gross income up to 5,000 JOD. Odoo calculates 5% of the
income within this range. If the gross income is below 5,000 JOD, the entire amount is taxed at
5%.
5% bracket : Applicable to annual gross income up to 5,000 JOD. Odoo calculates 5% of the
income within this range. If the gross income is below 5,000 JOD, the entire amount is taxed at
5%.
- 10% bracket : Applicable to annual gross income between 5,001 and 10,000 JOD. Only the portion
of income exceeding 5,000 JOD is taxed at 10%. For example, if the gross income is 7,000 JOD, only
2,000 JOD is taxed at 10%.
10% bracket : Applicable to annual gross income between 5,001 and 10,000 JOD. Only the portion
of income exceeding 5,000 JOD is taxed at 10%. For example, if the gross income is 7,000 JOD, only
2,000 JOD is taxed at 10%.
- 15% bracket : Applicable to annual gross income between 10,001 and 15,000 JOD. The portion of
income exceeding 10,000 JOD up to 15,000 JOD is taxed at 15%. For instance, if the gross income is
12,000 JOD, only 2,000 JOD is taxed at 15%.
15% bracket : Applicable to annual gross income between 10,001 and 15,000 JOD. The portion of
income exceeding 10,000 JOD up to 15,000 JOD is taxed at 15%. For instance, if the gross income is
12,000 JOD, only 2,000 JOD is taxed at 15%.
- 20% bracket : Applicable to annual gross income between 15,001 and 20,000 JOD. Income within
this range is taxed at 20%, with deductions automatically adjusted by Odoo.
20% bracket : Applicable to annual gross income between 15,001 and 20,000 JOD. Income within
this range is taxed at 20%, with deductions automatically adjusted by Odoo.
- 25% bracket : Applicable to annual gross income between 20,001 and 1,000,000 JOD. Income beyond
20,000 JOD up to 1,000,000 JOD is taxed at 25%. For higher incomes, Odoo ensures accurate
calculations by applying the cap of this range.
25% bracket : Applicable to annual gross income between 20,001 and 1,000,000 JOD. Income beyond
20,000 JOD up to 1,000,000 JOD is taxed at 25%. For higher incomes, Odoo ensures accurate
calculations by applying the cap of this range.
- 30% bracket : Applicable to annual gross income exceeding 1,000,000 JOD. Any income above this
amount is taxed at 30%, with the system ensuring accurate monthly deductions for high-income
earners.
30% bracket : Applicable to annual gross income exceeding 1,000,000 JOD. Any income above this
amount is taxed at 30%, with the system ensuring accurate monthly deductions for high-income
earners.

### Automated process

Odoo determines the appropriate tax bracket for each employee based on their gross annual income and
applies the corresponding rates. These deductions are prorated and deducted monthly, simplifying
payroll management and ensuring compliance.

### Key features

- Progressive tax system : Calculates taxes for each income range individually, ensuring fairness
and accuracy.
Progressive tax system : Calculates taxes for each income range individually, ensuring fairness
and accuracy.
- Automated deductions : Ensures a smooth payroll workflows with accurate and timely monthly tax
deductions.
Automated deductions : Ensures a smooth payroll workflows with accurate and timely monthly tax
deductions.
- Alignment with Jordanian regulations : Fully complies with Jordanian tax laws, minimizing
manual intervention and errors.
Alignment with Jordanian regulations : Fully complies with Jordanian tax laws, minimizing
manual intervention and errors.

Configuration
Basic calculations
Social security
Employee contributions
Employer contributions
Key features
Income tax calculation
Tax brackets
Automated process
Key features


United Arab Emirates

# United Arab Emirates

## Configuration

Install the following modules to get all the features of the United Arab
Emirates Payroll localization:
United Arab Emirates - Payroll
`l10n_ae_hr_payroll`
Includes all rules, calculations, and salary structures.
United Arab Emirates - Payroll with Accounting
l10n_ae_hr_payroll_account
`l10n_ae_hr_payroll_account`
Includes all accounts related to the payroll module.
United Arab Emirates fiscal localization documentation

## Employees

First, configure the employee general information and then
configure the following fields under the Private Information tab:
- Nationality (Country) : The nationality affects an employeeâs payslips, whether they
are nationals or expats.
Nationality (Country) : The nationality affects an employeeâs payslips, whether they
are nationals or expats.
- Identification Number : Used to extract the WPS report .
Identification Number : Used to extract the WPS report .
- Bank Account : Used to extract the WPS report and
generate payments for those employees.
Bank Account : Used to extract the WPS report and
generate payments for those employees.
The Nationality (Country) field needs to be set even if the employee is a UAE national since there is a different type of handling if they are citizens of a GCC country.

## Contracts

Once the employee form has been created, ensure the contract is enabled by
clicking on the Contracts smart button, or going to Employees â£ Contracts .
The following contractual information related to employees working in the United Arab Emirates are
found under the Salary Information tab:
- Wage Type : select Fixed Wage for Full-time or Part-time employees, or Hourly Wage for employees who are paid hourly.
Wage Type : select Fixed Wage for Full-time or Part-time employees, or Hourly Wage for employees who are paid hourly.
- Scheduled Pay : the frequency of payslip issuance.
Scheduled Pay : the frequency of payslip issuance.
- Wage : Monthly or Hourly depending on the Wage
Type .
Wage : Monthly or Hourly depending on the Wage
Type .
- Housing Allowance
- Transportation Allowance
Transportation Allowance
- Other Allowance
The allowance values set on the contract are used on the payslip lines as allowances.
- Number of Leave Days : Used to specify the number of annual leave days that an employee
deserves in a particular year. Regardless of the actual number of leaves that the employee gets
(extra leave days for some internal company reasons), the final calculation of the end of service
and unpaid leaves is dependent on the number set on this field. Note The Number of Leave Days affects the calculation for unpaid leave provisions.
Number of Leave Days : Used to specify the number of annual leave days that an employee
deserves in a particular year. Regardless of the actual number of leaves that the employee gets
(extra leave days for some internal company reasons), the final calculation of the end of service
and unpaid leaves is dependent on the number set on this field.
The Number of Leave Days affects the calculation for unpaid leave provisions.
- Is DEWS Applied : DIFC Employee Workplace Savings (DEWS), if the employee is a UAE national and has DEWS applied, tick this checkbox.
Is DEWS Applied : DIFC Employee Workplace Savings (DEWS), if the employee is a UAE national and has DEWS applied, tick this checkbox.
- Computed Based On Daily Salary : Defines the way that the end of service is calculated: Do not tick this checkbox if the standard calculation is to be used. This computes the
compensation amount by dividing the monthly salary by 30 and then multiplying it by 21 . Tick this checkbox and directly set the actual Daily Salary so that it is
used in the end of service calculation.
Computed Based On Daily Salary : Defines the way that the end of service is calculated:
- Do not tick this checkbox if the standard calculation is to be used. This computes the
compensation amount by dividing the monthly salary by 30 and then multiplying it by 21 .
Do not tick this checkbox if the standard calculation is to be used. This computes the
compensation amount by dividing the monthly salary by 30 and then multiplying it by 21 .
- Tick this checkbox and directly set the actual Daily Salary so that it is
used in the end of service calculation.
Tick this checkbox and directly set the actual Daily Salary so that it is
used in the end of service calculation.

## Salary structures and salary rules

### Other input rules

The following are the different allowances that can be defined directly on the payslip form to allow for the values that are set against these inputs to affect the WPS calculations as monthly variable salaries for the specific employee that they are linked to.
Rules that are related to the WPS setup, are linked to other input types, and whenever they are
used, their values are reflected on the WPS as monthly variable salary for that specific employee.
`CONVALLOW`
`HOUALLOW`
`MEDALLOW`
Annual Passage Allowance
`ANNUALPASSALLOW`
`OVERTIMEALLOW`
`OTALLOW`
`LEAVEENCASH`

### End of service (EOS)

End of service (EOS) provides the calculation for the allowance that the employee gets at the end of
their service. It is triggered when the employeeâs departure reason is set by archiving the
employeeâs record.
There are several different calculations depending on the scenario:
- The Employee spent less than a year in the company : The employee does not get any EOS allowance since they are not eligible for it (they are eligible once they complete their first
year in the company).
The Employee spent less than a year in the company : The employee does not get any EOS allowance since they are not eligible for it (they are eligible once they complete their first
year in the company).
- The Employee spent more than a year and less than 5 years in the company : The employee is
eligible for an equivalent of 21 days of salary for each year they spent on the company. Note There are two ways for calculating the daily wage that gets paid for the employee against the
21 days of the EOS : Either by the default way of dividing the monthly basic wage by 30. Or,
it can be manually input on the contract of the employee under the Daily Salary field.
The Employee spent more than a year and less than 5 years in the company : The employee is
eligible for an equivalent of 21 days of salary for each year they spent on the company.
There are two ways for calculating the daily wage that gets paid for the employee against the
21 days of the EOS : Either by the default way of dividing the monthly basic wage by 30. Or,
it can be manually input on the contract of the employee under the Daily Salary field.
- The Employee spent more than 5 years in the company : The employee is eligible for an equivalent
of 30 days of salary for each year they spent on the company. In this case, if the default
method is used, then the employee gets paid an equivalent of 1 month of salary, and the set Daily Salary field, they will get the amount for the day multiplied by 30. Note There are two payslips printout formats, one for normal salaries and one for end of service
payslips, it is based on the employee being archived and having a departure reason or not.
The Employee spent more than 5 years in the company : The employee is eligible for an equivalent
of 30 days of salary for each year they spent on the company. In this case, if the default
method is used, then the employee gets paid an equivalent of 1 month of salary, and the set Daily Salary field, they will get the amount for the day multiplied by 30.
There are two payslips printout formats, one for normal salaries and one for end of service
payslips, it is based on the employee being archived and having a departure reason or not.

### End of service provision (EOS Provision)

The EOS provision provides the calculation for the end-of-service provision amount that the
company puts aside every month to count for the EOS that will be paid to them as an EOS allowance.
Unlike the EOS , the provision is part of the employeeâs payslip from the start of their contract.
Just like the EOS , the provision has two calculations depending on the period spent by the
employee in the company:
- Less than 5 years: \(\frac{\text{Monthly Wage}}{30}\times{\frac{21}{12}}\)
Less than 5 years: \(\frac{\text{Monthly Wage}}{30}\times{\frac{21}{12}}\)
- More than 5 years: \(\frac{\text{Monthly Wage}}{30}\times{\frac{30}{12}}\) Note This rule is not shown to the employee on the payslip printout and it does not affect their net
payable, it is only for internal use by the company.
More than 5 years: \(\frac{\text{Monthly Wage}}{30}\times{\frac{30}{12}}\)
This rule is not shown to the employee on the payslip printout and it does not affect their net
payable, it is only for internal use by the company.

### Annual leave provisions

Annual leave provisions are used for calculating the annual leave provision accumulated each month,
just like the EOS provision, it does not affect the total amount paid to the employee, it is for
internal use by the company.
It is calculated by dividing the employeeâs total salary (Total Salary = Wage + Allowances) by 30 to get the daily salary. The daily salary is then multiplied by the eligible leave days and
divided by 12 to determine the monthly provision amount.

### Social insurance contributions

Social insurance contributions calculate the social insurance , which is only available to UAE nationals.
The company contributes 15% of the total monthly salary for the employee if the company is in Abu Dhabi and 12.5% if the company is in another Emirate .
The total monthly salary for the employee = [basic + all allowances set on the contract].
On the other hand, the employee contributes 5% of their total monthly salary and that amount
gets deducted from the payslip amount.

### Annual remaining leave balance rules

Annual remaining leave balance rules are used for calculating the amount to be paid to or taken from
the employee based on the number of leave days deserved by the employee during the current year.
The annual leave time off type is specified using the Is
Annual Leave checkbox.
If enabled, the rule calculates the amount of leave days deserved by the employee up to the current
date and subtracts the number of annual leave days taken, and if the result is positive, this means
that the employee should be compensated for remaining amount and if negative this means that the
employee is liable to the company for the difference.

### Sick leave rules

Sick leave rules provide the calculation for cases where the employee is on sick leave and decides
how the payslip should be affected.
There are 3 cases for the employee to have:
- Fully paid sick leave: The employee can upload a sick leave certificate (SLI). Employees are
eligible for 15 days of this type of leave per calendar year. Tip The SLI is not mandatory in Odoo but can be done from the setup of the time off types .
Fully paid sick leave: The employee can upload a sick leave certificate (SLI). Employees are
eligible for 15 days of this type of leave per calendar year.
The SLI is not mandatory in Odoo but can be done from the setup of the time off types .
- 50% paid sick leave: Same as the fully paid one, but the employees are eligible for 30 days from this leave type. These 30 days are counted after the first 15 fully paid
days.
50% paid sick leave: Same as the fully paid one, but the employees are eligible for 30 days from this leave type. These 30 days are counted after the first 15 fully paid
days.
- 0% paid sick leave: Same as the fully paid one, but the employees are eligible for 45
days from this leave type. These 45 days are counted after the first 15/30 fully/half-paid days.
0% paid sick leave: Same as the fully paid one, but the employees are eligible for 45
days from this leave type. These 45 days are counted after the first 15/30 fully/half-paid days.
As per the labor law of the United Arab Emirates, the 15, 30, 45 days are not specified as
working days or calendar days so this point will rely on the company policy.
The amount paid for the employee per sick leave day is counted as
follows:
Where the gross per month is the basic + all other allowances set on the employeeâs contract.

### Daman investments end of service programme (DEWS)

DEWS allows for calculating the DEWS amounts for the employees who are eligible for it and would
like to be registered on it under their current contract with the company.
It is calculated based on the number of years that employees have spent in the company:
- Less than 5 years: 5.83% is deducted from the employeeâs BASIC salary towards the DEWS.
Less than 5 years: 5.83% is deducted from the employeeâs BASIC salary towards the DEWS.
- More than 5 years: 8.33% of The employeeâs BASIC is deducted from the total payable for
that employee.
More than 5 years: 8.33% of The employeeâs BASIC is deducted from the total payable for
that employee.

### Unpaid leaves

Unpaid leaves allows for calculating the amount to be deducted when an employee takes an unpaid
leave. It is calculated by the following equation:
Where the gross per month is the basic + all other allowances set on the employeeâs contract.

### Out of contract days

The out of contract days rule provides a calculation for the days before/after the contract period
that overlaps with the contract of days on the employeeâs payslips.
Payslips are generated for the period of 1st-30th of September but the contract expires on the
21st, in this case, there are 7 days flagged as out of contract.
It is calculated by the following equation:

### Manual deductions

Manual deductions allows the user to add manual deductions to be applied to employees per payslip.
The amount to be deducted and the description of the deduction is to be set directly on the payslip
manually as other inputs.

### Net salary

Net salary showcases the net amount that the employee will get based on the payslip.
It is calculated by adding basic to all allowances and deducting all deductions from it.
The approach taken for the rules above is to first get the full amounts for all static amounts
that are set on the contract and then deduct the amounts that should be deducted such as unpaid
leaves, sick leaves, manual deductions, commission, etc.

## Generating accounting entries from payslips

The accounts are linked to each payroll rule as a debit or credit so that when a draft entry is
generated from a payslip, the amounts are reflected on the accounts accordingly.
The accounts need to be set in a way that would make the end-result entry balanced, otherwise a
warning is raised if it is not balanced and it will not generate the entry.
After reviewing the payslips and making sure that all the amounts are correct, generate a draft
entry, either one entry for all employees or an entry per employee depending on the setup done on
the settings.
Debit and credit accounts set up for the basic and allowance rules.

## Pay employees

After a batch or a payslipâs journal entry has been posted, the company can proceed to pay their
employees.
In the batch itself or on the payslip, by clicking on the pay button, a payment is created and
linked to the posted entry for the payslip. The same can be done for batch payslips if one payment
is done from a single/multiple payment bank/cash journal.
Once the payslip is generated, the employee will be able to access the slips from their portal
users. They will automatically receive an email mentioning that the payslips are now available to
be viewed on their portal view.

## Payslip printouts

Two printout formats can be extracted from the payslip, it depends on the type of the payslip either
a Monthly payslip or an End of Service Payslip. It is triggered if the employee for the payslip
is generated is archived during that month.

## Master report

The Master report provides a detailed view of the amounts paid to employees for a specific period
based on the payslips that are generated for them during that period with payslip lines being set as
columns in an Excel report.
It is mainly used to make the auditing process for the human resources department easier and faster.
To access this report, go to Payroll â£ Reporting â£ Master Report .

## Wages protection system (WPS) reports

The WPS is a report that needs to be submitted by the company to prove that they paid their
employees the right amounts on the right dates. It can either be generated per payslip or batch.
The following steps need to be followed before generating the report:
- Go to Payroll â£ Configuration â£ Settings and under the UAE
Payroll WPS Settings section, configure the following: Employer Unique ID : Set a unique identifier for the company to be used in the WPS report. Salaries Bank Account : Select a bank account or start typing to Create
and edit a new bank account. Important When setting the Salaries Bank Account make sure to complete the following: Account Holder : set as the company. Account Number : has to be a valid IBAN. Bank : has to have the UAE Routing Code Agent ID set. Send Money : should be enabled and set to Trusted .
Go to Payroll â£ Configuration â£ Settings and under the UAE
Payroll WPS Settings section, configure the following:
- Employer Unique ID : Set a unique identifier for the company to be used in the WPS report.
Employer Unique ID : Set a unique identifier for the company to be used in the WPS report.
- Salaries Bank Account : Select a bank account or start typing to Create
and edit a new bank account. Important When setting the Salaries Bank Account make sure to complete the following: Account Holder : set as the company. Account Number : has to be a valid IBAN. Bank : has to have the UAE Routing Code Agent ID set. Send Money : should be enabled and set to Trusted .
Salaries Bank Account : Select a bank account or start typing to Create
and edit a new bank account.
When setting the Salaries Bank Account make sure to complete the following:
- Account Holder : set as the company.
Account Holder : set as the company.
- Account Number : has to be a valid IBAN.
Account Number : has to be a valid IBAN.
- Bank : has to have the UAE Routing Code Agent ID set.
Bank : has to have the UAE Routing Code Agent ID set.
- Send Money : should be enabled and set to Trusted .
Send Money : should be enabled and set to Trusted .
- Set the unique identifier on all of the employees who are a part of the target of the
batch/payslip. The Identification No field can be found on the employeeâs page under the Private Information tab.
Set the unique identifier on all of the employees who are a part of the target of the
batch/payslip.
The Identification No field can be found on the employeeâs page under the Private Information tab.
Once the initial setup is done, the WPS can be generated either for one payslip or for a batch as
follows:
- Generate the payslip one by one or as a batch.
Generate the payslip one by one or as a batch.
- Post the draft entity related to the payslips.
Post the draft entity related to the payslips.
- Create the payment report and set the Export Format to UAE WPS .
Create the payment report and set the Export Format to UAE WPS .
The report comes in a .sif format as per the governmental requirements, so either use
software that can open .sif files or convert it to another format ( .xslx ) to be
able to review it.
`.sif`
`.sif`
`.xslx`
The resulting file consists of the following:
- Employee Detail Record ( EDR ): includes details of the employees on the batch. There
should be one EDR record per employee.
Employee Detail Record ( EDR ): includes details of the employees on the batch. There
should be one EDR record per employee.
- Employee Variable Pay ( EVP ): includes the details of the variable salary the employee got
on that payslip. If the employee has any. The variable amounts are calculated from when other
inputs are used that are linked to the salary rules ( Payroll â£ Configuration
â£ Rules ).
Employee Variable Pay ( EVP ): includes the details of the variable salary the employee got
on that payslip. If the employee has any. The variable amounts are calculated from when other
inputs are used that are linked to the salary rules ( Payroll â£ Configuration
â£ Rules ).
- Salary Control Record ( SCR ): There should only be one SCR per WPS file as it indicates the employer details and the totals for the payslips.
Salary Control Record ( SCR ): There should only be one SCR per WPS file as it indicates the employer details and the totals for the payslips.


Payslips

# Payslips

Payslips are individual records of payment, containing all the details of how the pay was
calculated (hours, deductions, other inputs, etc.), and generated by payroll officers through the Payroll application. Payslips can be created and processed individually, or multiple payslips
can be processed at one time, in a single batch.

## Create a payslip

A new payslip can be created from either the Payslips To Pay page or the Employee Payslips page.
Navigate to Payroll app â£ Payslips , and click either To Pay or All Payslips . Click the New button in the top-left corner, and a blank
payslip form loads.

### Payslip form

Fill out the following information on the payslip form:
- Employee : Using the drop-down menu, select the employee in this field. This field is required . Once a selection is made, other fields may auto-populate according to the employee
record. Note It is recommended to only create payslips for employees that are already in the database.
If there is no current employee record (and therefore no employee contract) it is recommended
to create the new employee in the Employees application before creating payslips for that
employee. Refer to the new employee documentation for
instructions on how to add an employee.
Employee : Using the drop-down menu, select the employee in this field. This field is required . Once a selection is made, other fields may auto-populate according to the employee
record.
It is recommended to only create payslips for employees that are already in the database.
If there is no current employee record (and therefore no employee contract) it is recommended
to create the new employee in the Employees application before creating payslips for that
employee. Refer to the new employee documentation for
instructions on how to add an employee.
- Contract : The current contract for the selected employee populates this field. This
field is required . Important All employees are required to have a contract in order to generate payslips. Additionally, only one contract can be in the running stage for each employee, therefore the current
contract populates this field, and it is not recommended to make changes to this field.
Contract : The current contract for the selected employee populates this field. This
field is required .
All employees are required to have a contract in order to generate payslips. Additionally, only one contract can be in the running stage for each employee, therefore the current
contract populates this field, and it is not recommended to make changes to this field.
- Batch : Using the drop-down menu, select the payslip batch this new payslip should be
added to, if applicable.
Batch : Using the drop-down menu, select the payslip batch this new payslip should be
added to, if applicable.
- Structure : The structure linked to the employeeâs contract auto-populates this field
by default. If desired, use the drop-down menu to select a different structure.
Structure : The structure linked to the employeeâs contract auto-populates this field
by default. If desired, use the drop-down menu to select a different structure.
- Period : The first day to the last day of the current month auto-populates the Period fields by default. The dates can be changed, if desired. To change the start date, click on the first date in the Period field to reveal a
pop-up calendar. Navigate to the desired month, and click on the desired day to select that
specific date. Repeat this process to modify the end date for the payslip. These fields are required .
Period : The first day to the last day of the current month auto-populates the Period fields by default. The dates can be changed, if desired.
To change the start date, click on the first date in the Period field to reveal a
pop-up calendar. Navigate to the desired month, and click on the desired day to select that
specific date.
Repeat this process to modify the end date for the payslip. These fields are required .
Typically, after making a selection in the Employee field, Odoo auto-populates all
other required fields (besides the Period field), but only if that information is
already on that employeeâs form in the Employees app.
If modifications to auto-populated fields are made, it is recommended to check with the
accounting department to ensure every entry that affects the Accounting application is
correct.

#### Worked days & inputs tab

The Worked Days & Inputs tab details the number of days and hours the employee worked
during the specified Period of time on the top portion of the payslip form, and is
calculated based on the selected Contract and Structure fields.
The Worked Days section is automatically populated and lists all the individual
attendance records for the time period, including both worked time and any time off taken.
Each individual entry lists the Type , Description , Number of
Days , Number of Hours , and the total Amount .
Additional records cannot be created for the Worked Days & Inputs as it is
auto-populated according to the employeeâs attendance records or working schedule on their employee record .
The Other Inputs section is where additional inputs are listed, such as deductions,
reimbursements, and expenses.
Each individual item lists the Type , Description , and Count . To
add a new input, click Add a line , and using the drop-down menu, select the Type . Next, enter a brief Description , and last, enter the Count .

#### Salary computation tab

The Salary Computation tab is where all the individual salary rules are listed and
calculated, including everything from the employeeâs salary, to all the deductions and allowances,
such as taxes, expenses, benefit contributions, and any other items associated with the installed payroll localization .
When the payslip is first created, this tab remains blank. Click the Compute Sheet button in the upper-left corner, and the Salary Computation tab is populated.
It is not possible to make edits to this tab, as the calculations are based on other entries
on the payslip.
The Compute Sheet button does not disappear from view after it is clicked, so the
payslip can be recalculated at any point prior to processing it .
If any changes need to be made to the Worked Days & Inputs tab, click the Compute Sheet button to recalculate the payslip.

#### Other info tab

The Other Info tab houses information that is required, but not associated with any
inputs or calculations, as the other tabs do.
The Payslip Name is auto-populated according to the employee name and the time period
the payslip is for. Make any desired edits to the name in this field. This field is required .
The Company field is also automatically populated according to the employeeâs record,
and cannot be modified.
The end date selected in the Period field in the top half of the form populates both the Close Date and Date Account fields, by default. The Close Date is the date the payment is issued to the employee, while the Date Account is the end
date the payslip covers. Modify the dates, if needed.
The Salary Journal field is populated by default, and cannot be edited. This is the
accounting journal the paycheck is logged in.
If there are any additional notes or information needed for the payslip, add them to the Add an Internal Noteâ¦ field.

## Process a payslip

When all the necessary information on the payslip is entered, the payslip can be processed. First, a draft of the journal entry is created, followed by a payment
report , and finally, the employee is paid .
Before processing payslips, it is best practice to check the Warnings section of the Payroll app dashboard. Here, all possible issues concerning payroll appear.
To view the warnings, navigate to Payroll app â£ Dashboard . The warnings appear
in the top-left corner of the dashboard.
Warnings are grouped by type, such as Employees Without Running Contracts or Employees Without Bank account Number . Click on a warning to view all entries associated with that specific issue.
`EmployeesWithoutRunningContracts`
`EmployeesWithoutBankaccountNumber`
If the warnings are not resolved, at any point in the payslip processing process, an error may
occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve
them.

### Create draft entry

Once everything on the payslip form is correct, click the Create Draft Entry button to
create the payslip. A Confirmation pop-up window appears, asking Are you sure
you want to proceed? Click OK to confirm.
Once the payslip draft is created, the status changes to Done , a Journal Entry (Draft) smart button appears at the top, and additional buttons appear in
the top-left corner.
After creating a draft entry, Odoo considers the payslip as confirmed.
Click the Journal Entry (Draft) smart button to view the detailed
accounting journal entry. Click Post to post the entry. Using the breadcrumb menu,
return to the payslip.
After the journal entry is posted, the smart button at the top changes to Journal Entry (Posted)
Employees cannot be paid until the journal entry is posted.

### Create payment report

Once the payslip status has changed to Done , a payment report must be created. A payment
report is a document that contains all the necessary information to transfer the employeeâs earnings
from the companyâs bank account to theirs. These are submitted by the payroll department to the
appropriate institution.
Click the Create Payment Report and a pop-up window loads. Using the drop-down menu,
select the Export Format for the payment report. The two default options available are NACHA and CSV . NACHA stands for the National Automated
Clearing House Association , and this selection creates a compatible ACH file which is sent
to the companyâs bank.
Other options may be available depending on the payroll localization installed in the database.
If CSV is selected, all other fields are hidden from view.
Next, select the desired Bank Journal the paycheck is logged to. Last, using the
calendar selector, set the date the paycheck is issued in the Effective Date field.
Once the pop-up window is configured, click the Generate button, and the file appears on
the payslip form, in a new Payment Report field.

### Pay employee

Next, the payment must be sent to the employee. To do this, click the Pay button in the
upper-left corner. Doing so reveals a Pay pop-up form.
All the necessary information is pre-populated on the form according to the payslip configuration,
but modifications can be made, if necessary, to any of the fields except the Amount .
This is populated according to the payslip calculations, and cannot be modified.
- Journal : The accounting journal the payslip is logged to.
Journal : The accounting journal the payslip is logged to.
- Payment Method : Using the drop-down menu, select how the employee is being paid. The
default options are: Manual Payment : Select this if paying the employee in a method other than A Check or NACHA . Check : Select this when issuing a check directly to the employee. NACHA : Select this if using the National Automated Clearing House Association to transfer the payment to the employee, via direct deposit.
Payment Method : Using the drop-down menu, select how the employee is being paid. The
default options are:
- Manual Payment : Select this if paying the employee in a method other than A Check or NACHA .
Manual Payment : Select this if paying the employee in a method other than A Check or NACHA .
- Check : Select this when issuing a check directly to the employee.
Check : Select this when issuing a check directly to the employee.
- NACHA : Select this if using the National Automated Clearing House Association to transfer the payment to the employee, via direct deposit.
NACHA : Select this if using the National Automated Clearing House Association to transfer the payment to the employee, via direct deposit.
- Group Payments : If the employee has multiple payslips for the same time period (for
example, payroll, reimbursement, and commission checks), tick the checkbox to group all payments
into one payment.
Group Payments : If the employee has multiple payslips for the same time period (for
example, payroll, reimbursement, and commission checks), tick the checkbox to group all payments
into one payment.
- Payment Date : Using the calendar selector, select the date the employee is to be paid.
Payment Date : Using the calendar selector, select the date the employee is to be paid.
Once the pop-up Pay form is complete, click the Create Payments button, and
the payment is processed.
After the payment is processed, and there is confirmation that the checks have been issued, or the
funds have been directly deposited to the employeeâs bank account, click the Mark as
paid button to mark the payslip as paid.
In order for a payslip to be paid, the employee must have a bank account entered in the private information tab of their employee record, and the bank
account must be marked as Trusted .
If there is no bank information, or if the bank is not listed as Trusted , payslips
cannot be paid, and an error appears when the Pay button is clicked. Edit the
employee record, and add banking information, or trust the bank account, as needed.

## Refund a payslip

When refunding a payment, the refund is achieved by creating a payslip for a negative amount of the
original payslip.
An employee is paid $5,000.00 USD in a paycheck, in error. When refunding the payslip, a new
payslip is created in the amount of $-5,000.00.
If a payment needs to be refunded, navigate to the individual payslip being refunded, and click the Refund button, located at the top-left of the screen. The Refund Payslip dashboard loads, with all refund payslips appearing in a list view.
Since refunds are uncommon, typically only the one payslip being refunded appears in the list.
By default, the refund payslip has a status of Waiting . This refund payslip is processed in the same way a regular payslip is processed .

## Print a payslip

To print a payslip, click the Print button in the upper-left corner of the individual
payslip record. A PDF file is downloaded, and the payslip appears in the chatter, and the file is
attached to the payslip record.

## View all payslips

To view all payslips, regardless of status, go to Payroll app â£ Payslips â£ All
Payslips . The Employee Payslips page loads, displaying all payslips, organized by
batch, in a default nested list view.
Click the â (right arrow) next to an individual batch name to expand the list, and view
all the payslips in that particular batch, along with all the payslip details.
The number of payslips in the batch is written in parenthesis after the batch name. The Status for each individual payslip appears on the far-right side, indicating one of the
following status options:
- Draft : the payslip is created, and there is still time to make edits, since the
amounts are not calculated.
Draft : the payslip is created, and there is still time to make edits, since the
amounts are not calculated.
- Waiting : the payslip has been calculated, and the salary details can be found in the Salary Computation tab.
Waiting : the payslip has been calculated, and the salary details can be found in the Salary Computation tab.
- Done : the payslip is calculated and ready to be paid.
Done : the payslip is calculated and ready to be paid.
- Paid : the employee has been paid.
Paid : the employee has been paid.
Click on an individual payslip to view the details for that payslip on a separate page. Using the
breadcrumb menu, click Employee Payslips to go back to the list view of all payslips.
A new payslip can be created from the Employee Payslips page, by clicking the New button in the upper-left corner. Doing so reveals a separate blank payslip form
page. On that blank payslip form page, enter all the necessary information, as described in the Create a payslip section.
Payslips can also be exported to an Excel spreadsheet. To export all payslips, click on the (gear) icon at the end of the words Employee Payslips in the
top-left corner. This reveals a drop-down menu. Click Export All to
export all payslips to a spreadsheet.
To export only select payslips, first select the payslips to be exported from the list. Then, click
the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart
button appears in the top-center of the page, indicating the number of selected payslips. Then,
click the Actions icon in the top-center of the page, and click Export .
Both To Pay and All Payslips display all the detailed information for each payslip.

## View payslips to pay

To only view the payslips awaiting to be processed, navigate to Payroll app â£
Payslips â£ To Pay .
Each payslip lists the Reference number for the individual payslip, the Employee name, the Batch Name , the Company , the Basic
Wage , Gross Wage , Net Wage , and the Status of the payslip.
Click on an individual payslip entry to view the details for that individual payslip.
Process the payslips in the same way a regular payslip is processed , or in
a batch.

Create a payslip
Payslip form
Process a payslip
Create draft entry
Create payment report
Pay employee
Refund a payslip
Print a payslip
View all payslips
View payslips to pay


Salaries

# Salaries

In Odoo, salaries are calculated and determined by five factors: salary structure types , salary structures , rules , rule parameters , and other input types . Together, these determine how each employeeâs pay is calculated.
Each structure type contains one or more structures within it. Each structure contains a set
of rules , and every rule uses parameters to define how specific amounts are calculated.
Additional inputs, (such as bonuses or deductions) can also be included to adjust the final salary.
When payslips are calculated, Odoo calculates the employeeâs worked time from their work
entries , then applies the relevant structure, rules, and parameters from the
employeeâs assigned structure type to determine their total pay.

## Structure types

In Odoo, a structure type groups related salary structures. When a contract specifies a structure
type, only the structures within that type are used to calculate the employeeâs pay. Each
structure type houses individual structures within them, each containing a set of rules for
processing a timesheet entry.
Structure types define key aspects of payroll configuration, including how often employees are paid,
their working hours, the default salary structure, and whether wages are fixed (salary-based) or
variable (hourly-based).
A structure type called Employee contains two different structures within it: a Regular Pay structure which includes all the separate rules for processing regular pay, and an End of Year Bonus structure, which includes the rules only for the end of year bonus. Both belong to the
same Employee structure type.
`Employee`
`RegularPay`
`EndofYearBonus`
`Employee`
View existing structure types by navigating to Payroll app â£ Configuration â£
Structure Types .
Two default structure types are preconfigured in Odoo: Employee and Worker .
Typically, Employee is used for salaried employees, which is why the Default
Wage Type is a Fixed Wage , and Worker is typically used for employees paid
by the hour, so the wage type is Hourly Wage .
If using a country-specific payroll localizations , it is
recommended to use the structure in the corresponding country localization document.

### New structure type

If the default structure types do not meet the companyâs needs, go to Payroll app
â£ Configuration â£ Structure Types and click New to create a custom structure type.
When creating a new salary structure type, ensure all local and national laws are accounted for.
Confirm with the accounting department when configuring payroll structures, to ensure all
requirements are met.
Proceed to enter the following information in the fields:
- Structure Type : Enter the name for the new structure type, such as Employee or Worker .
Structure Type : Enter the name for the new structure type, such as Employee or Worker .
`Employee`
`Worker`
- Country : Select the country that the new structure type applies to from the drop-down
menu.
Country : Select the country that the new structure type applies to from the drop-down
menu.
- Wage Type : Select the wage type for the structure: Fixed Wage : For salaried employees who receive the same wage every pay period. Hourly Wage : For employees paid based on hours worked during a pay period.
Wage Type : Select the wage type for the structure:
- Fixed Wage : For salaried employees who receive the same wage every pay period.
Fixed Wage : For salaried employees who receive the same wage every pay period.
- Hourly Wage : For employees paid based on hours worked during a pay period.
Hourly Wage : For employees paid based on hours worked during a pay period.
- Default Scheduled Pay : Select the typical pay schedule for the new structure type from
the drop-down menu. This indicates how often this specific type of structure is paid out.
Default Scheduled Pay : Select the typical pay schedule for the new structure type from
the drop-down menu. This indicates how often this specific type of structure is paid out.
- Default Working Hours : Select the default working hours for the new structure type
from the drop-down menu. All available working hours for the currently selected company appear in
the drop-down menu. The default working hours are the Standard 40 hours/week option.
If the needed working hours do not appear in the list, a new set of default working hours
can be created .
Default Working Hours : Select the default working hours for the new structure type
from the drop-down menu. All available working hours for the currently selected company appear in
the drop-down menu. The default working hours are the Standard 40 hours/week option.
If the needed working hours do not appear in the list, a new set of default working hours
can be created .
- Regular Pay Structure : Type in the name for the regular pay structure. It is used as
the default option when generating payslips.
Regular Pay Structure : Type in the name for the regular pay structure. It is used as
the default option when generating payslips.
- Default Work Entry Type : Select the default work entry type which is used to create
all work entries for the employee.
Default Work Entry Type : Select the default work entry type which is used to create
all work entries for the employee.

### New default working hours

To make new default working hours, type the name for the new working hours in the Default
Working Hours field on the new structure type form. Click Create and edit . A default
working hours form pops up. The default working hours form has two sections: a general information
section, and a tab listing all the individual working hours by day and time. When the form is
completed, click Save & Close .
- Name : Type in the name for the new default working hours. This should be descriptive
and clear to understand, such as Standard 20 Hours/Week .
Name : Type in the name for the new default working hours. This should be descriptive
and clear to understand, such as Standard 20 Hours/Week .
`Standard20Hours/Week`
- Flexible Hours : Tick the checkbox to let employees adjust their start and end times
while maintaining the same total daily hours.
Flexible Hours : Tick the checkbox to let employees adjust their start and end times
while maintaining the same total daily hours.
- Company Full Time : Enter the number of hours per week an employee needs to work to be
considered a full-time employee. Typically, this is approximately 40 hours, and this number
affects what types of benefits an employee can receive, based on their employment status
(full-time vs part-time).
Company Full Time : Enter the number of hours per week an employee needs to work to be
considered a full-time employee. Typically, this is approximately 40 hours, and this number
affects what types of benefits an employee can receive, based on their employment status
(full-time vs part-time).
- Average Hour Per Day : Auto-populated based on the working hours in the Working Hours tab. This entry affects resource planning by determining how many
resources can be used per workday.
Average Hour Per Day : Auto-populated based on the working hours in the Working Hours tab. This entry affects resource planning by determining how many
resources can be used per workday.
- Work Time Rate : This percentage is auto-generated based on the entry for the Company Full Time and the working hours configured in the Working Hours tab. This number should be between 0.00% and 100% , so if the percentage is above 100% , it is
an indication that the working times and/or Company Full Time hours need adjustment.
Work Time Rate : This percentage is auto-generated based on the entry for the Company Full Time and the working hours configured in the Working Hours tab. This number should be between 0.00% and 100% , so if the percentage is above 100% , it is
an indication that the working times and/or Company Full Time hours need adjustment.
`0.00%`
`100%`
`100%`
- Company : Select the company that can use these new default working hours from the
drop-down menu. Leave this field blank if the hours are available for all companies.
Company : Select the company that can use these new default working hours from the
drop-down menu. Leave this field blank if the hours are available for all companies.
- Timezone : Select the time zone to be used for the new default working hours from the
drop-down menu.
Timezone : Select the time zone to be used for the new default working hours from the
drop-down menu.
- Working Hours Tab: This tab is where each dayâs specific working hours are listed.
When a new default working hour form is created, the Working Hours tab is
pre-populated with a default 40-hour week, with each day divided into three timed sections. Each day includes morning (8:00â12:00), lunch (12:00â13:00), and afternoon (13:00â17:00) periods,
configured using the 24-hour time format. To adjust any of these hours, click the field and modify the time using the drop-down menus, or
type the desired time directly. Note Working hours are company-specific, and cannot be shared between companies. Tip If the working hours are not consistent each week, and the hours are on a bi-weekly schedule
instead, click the Switch to 2 week calendar button at the top of the new default
working hours form. This changes the Working Hours tab to display two weeks of
working times that can be adjusted.
Working Hours Tab: This tab is where each dayâs specific working hours are listed.
When a new default working hour form is created, the Working Hours tab is
pre-populated with a default 40-hour week, with each day divided into three timed sections.
Each day includes morning (8:00â12:00), lunch (12:00â13:00), and afternoon (13:00â17:00) periods,
configured using the 24-hour time format.
To adjust any of these hours, click the field and modify the time using the drop-down menus, or
type the desired time directly.
Working hours are company-specific, and cannot be shared between companies.
If the working hours are not consistent each week, and the hours are on a bi-weekly schedule
instead, click the Switch to 2 week calendar button at the top of the new default
working hours form. This changes the Working Hours tab to display two weeks of
working times that can be adjusted.

## Structures

Salary structures are the different situations in which an employee could be paid within a
specific structure , and are specifically defined by various rules.
The number of structures a company needs for each structure type depends on how many different ways
employees are paid, and how their pay is calculated. A common example of an additional structure is
a Bonus .
`Bonus`
To view all the various structures for each structure type, go to Payroll app â£
Configuration â£ Structures .
Each structure type lists the various structures associated with
it. Each structure contains a set of rules that define it.
Click on a structure to view its Salary Rules . These rules define how the payslip will
be computed for the employee.
After installing a payroll localization , relevant structures are
installed and appear in this list.

## Salary rules

Each structure has a set of salary rules used to compute the various amounts considered in the
pay. These rules are configured by the localization and affect the computation of the salaries.
Modification or creation of rules should only be done when necessary.
To view all the rules, go to Payroll app â£ Configuration â£ Rules . Click on a
structure (such as Regular Pay ) to view all the rules.
To make a new rule, click New . A new rule form appears. Enter the following information
in the fields.

### Top section

- Rule Name : Enter a name for the rule. This field is required.
Rule Name : Enter a name for the rule. This field is required.
- Category : Select a category the rule applies to from the drop-down menu, or enter a
new one. This field is required.
Category : Select a category the rule applies to from the drop-down menu, or enter a
new one. This field is required.
- Code : Enter a code to be used for this new rule. This field is required.
Code : Enter a code to be used for this new rule. This field is required.
- Sequence : Enter a number indicating when this rule is calculated in the sequence of
all other rules.
Sequence : Enter a number indicating when this rule is calculated in the sequence of
all other rules.
- Salary Structure : Select a salary structure the rule applies to from the drop-down
menu, or enter a new one. This field is required.
Salary Structure : Select a salary structure the rule applies to from the drop-down
menu, or enter a new one. This field is required.
- Active : Enable this toggle so the rule is available for use. Disable the toggle to
continue to show it on the payslip, but skip the computation.
Active : Enable this toggle so the rule is available for use. Disable the toggle to
continue to show it on the payslip, but skip the computation.
- Appears on payslip : Disabling the toggle will still show the rule on the payslip, it
will just not be computed.
Appears on payslip : Disabling the toggle will still show the rule on the payslip, it
will just not be computed.
- View on Employer Cost Dashboard : Tick the checkbox to have the rule appear on the Employer Cost report, located on the Payroll app dashboard.
View on Employer Cost Dashboard : Tick the checkbox to have the rule appear on the Employer Cost report, located on the Payroll app dashboard.
- View on Payroll Reporting : Tick the checkbox to have the rule appear on payroll
reports.
View on Payroll Reporting : Tick the checkbox to have the rule appear on payroll
reports.

### General tab

#### Conditions

- Condition Based on : Select from the drop-down menu whether the rule is Always True (always applies), a Range (applies to a specific range, which
is entered beneath the selection), Other Input (the condition is entered beneath the
field), or a Python Expression (the code is entered beneath the selection). This field
is required.
Condition Based on : Select from the drop-down menu whether the rule is Always True (always applies), a Range (applies to a specific range, which
is entered beneath the selection), Other Input (the condition is entered beneath the
field), or a Python Expression (the code is entered beneath the selection). This field
is required.

#### Computation

- Amount Type : Select from the drop-down menu whether the amount is a Fixed
Amount , a Percentage (%) , Other Input , or a Python Code .
Depending on what is selected, the fixed amount, percentage, other input, or Python code needs to
be entered next. This field is required.
Amount Type : Select from the drop-down menu whether the amount is a Fixed
Amount , a Percentage (%) , Other Input , or a Python Code .
Depending on what is selected, the fixed amount, percentage, other input, or Python code needs to
be entered next. This field is required.

#### Company contribution

- Partner : If another company financially contributes to this rule, select the company
from the drop-down menu.
Partner : If another company financially contributes to this rule, select the company
from the drop-down menu.

### Description tab

Provide any additional information in this tab to help clarify the rule. This tab only appears in
the rule form.

### Accounting tab

- Debit Account : Select the debit account from the drop-down menu the rule affects.
Debit Account : Select the debit account from the drop-down menu the rule affects.
- Credit Account : Select the credit account from the drop-down menu the rule affects.
Credit Account : Select the credit account from the drop-down menu the rule affects.
- Split account line based on name : Tick the checkbox to split the accounting entry
according to the payslip line name.
Split account line based on name : Tick the checkbox to split the accounting entry
according to the payslip line name.
- Not computed in net accountability : If checked, the amount of the rule is shown
independently from the net salary, to allow for better reporting in the Accounting app.
Not computed in net accountability : If checked, the amount of the rule is shown
independently from the net salary, to allow for better reporting in the Accounting app.

## Rule parameters

Rule parameters inform Odoo how to calculate each line of a payslip. To view the configured rule
parameters, navigate to Payroll app â£ Configuration â£ Rule Parameters .
All rule parameters are displayed. Click on an individual rule parameter to view the details.
Each rule parameter displays the name of the rule, the code, when the rule is active, and the
parameter value.
The rule parameters for overtime pay inform Odoo that employees receive time and a half when
working over 40 hours.

## Other input types

When creating payslips, it is sometimes necessary to add other entries for specific circumstances,
like tips, commissions, expenses, or deductions. These other inputs can be found by navigating to Payroll app â£ Configuration â£ Other Input Types .
If a new input type is needed that does not appear on the list, click the New button to
create a new input type. Enter the Description , the Code , and select which
structure it applies to in the Availability in Structure field.
Tick the Available in attachments checkbox if the input should be a salary attachment.
The Code is used in the salary rules to compute payslips. If the Availability in Structure field is left blank, it indicates that the new input type
is available for all payslips and is not exclusive to a specific structure.

Structure types
New structure type
New default working hours
Structures
Salary rules
Top section
General tab
Description tab
Accounting tab
Rule parameters
Other input types