Employee Benefit Ledger
How to use Employee Benefit Ledger in Payroll: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain salary components, structures and assignments, then prepare payroll for the selected period. Review attendance and leave effects, deductions and employee details before submission and payment. Payroll access is private.
This page is a record page in Human Resources → Payroll. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Benefit Ledger from Human Resources → Payroll, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Posting Dateposting_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Employeeemployee | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Salary Componentsalary_component | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salary Component |
Companycompany | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Payroll Periodpayroll_period | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payroll Period |
Reference Doctypereference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Reference Documentreference_document | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Salary Slipsalary_slip | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salary Slip |
Transaction Typetransaction_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Amountamount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Flexible Benefitflexible_benefit | Check Optional | Enabled only for Employee Benefit components from Salary Structure Assignment |
Yearly Benefityearly_benefit | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Remarksremarks | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.