Field reference
Payroll Settings
How to use Payroll Settings 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 settings page in Human Resources → Payroll. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
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 Payroll Settings from Human Resources → Payroll, or use ERP Search.
- Review the existing configuration before editing.
- 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 |
|---|---|---|
Calculate Payroll Working Days Based Onpayroll_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Consider Unmarked Attendance Asconsider_unmarked_attendance_as | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Include holidays in Total no. of Working Daysinclude_holidays_in_total_working_days | Check Optional | If enabled, total no. of working days will include holidays, and this will reduce the value of Salary Per Day |
Consider Marked Attendance on Holidaysconsider_marked_attendance_on_holidays | Check Optional | If enabled, deducts payment days for absent attendance on holidays. By default, holidays are considered as paid |
Max working hours against Timesheetmax_working_hours_against_timesheet | Float Optional | Enter a numeric value using the required unit and precision. |
Fraction of Daily Salary for Half Daydaily_wages_fraction_for_half_day | Float Optional | The fraction of daily wages to be paid for half-day attendance |
Disable Rounded Totaldisable_rounded_total | Check Optional | If checked, hides and disables Rounded Total field in Salary Slips |
Show Leave Balances in Salary Slipshow_leave_balances_in_salary_slip | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Email Salary Slip to Employeeemail_salary_slip_to_employee | Check Optional | Emails salary slip to employee based on preferred email selected in Employee |
Sendersender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Sender Copysender_copy | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Sender Emailsender_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Email Templateemail_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Encrypt Salary Slips in Emailsencrypt_salary_slips_in_emails | Check Optional | The salary slip emailed to the employee will be password protected, the password will be generated based on the password policy. |
Password Policypassword_policy | Data Optional | Example: SAL-{first_name}-{date_of_birth.year} This will generate a password like SAL-Jane-1972 |
Process Payroll Accounting Entry based on Employeeprocess_payroll_accounting_entry_based_on_employee | Check Optional | If checked, Payroll Payable will be booked against each employee |
Mandatory Benefit Applicationmandatory_benefit_application | Check Optional | If checked, flexible benefits are considered only if benefit application exists |
Create Overtime Slip For Eligible Employee(s)create_overtime_slip | Check Optional | If checked, overtime slip creation can be handled as part of payroll processing |
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.