Introduction

This is a description about what a general payroll process is. Taking in account some special features present many companies.

Objetives

Implement a general payroll module.
Give a kind freedom to customize some process and special cases.
Print basic reports.

Process Description

Basic Payroll Process

This diagram describes as general as possible the payroll process, starting from employee creation that will be an extention of party module to manage some features related to human resources including contract management and all types of wages classified in three main categories like payments (e.g: Salary), discounts (e.g: Bank Credits), deductions (e.g: Social Security) and finally followed by the Payroll Liquidation specified in the next diagram.

Payroll Liquidation Process

This workflow explains a generic Payroll Liquidation taking in account when a contract expires, when an employee gets in holidays and finalize with a pre-liquidation where is possible to add new concepts (e.g: Permissions, Bonuses) and finalize the process.

Initial Design

This diagram is an initial idea integrating some existing modules in Tryton.

Note: Here is not contempled anything related with reports needed.

Main Features

Contract Management.
Special Cases definition.
Wage Types Management.

Payments
Deductions
Discounts

Holidays Management.
Salary History
Contract History

References

A short Payroll description.
Employee Benefits

Comment by project member cedkrier@gmail.com, Mar 30, 2010

Should accurals be replace by wages? Could the three concepts be only one? I think they must just return a positive or negative amount (like the taxes). I find the name "concept" too generic. I don't understand the link between employee and analytic account? What is the link between concept and party? How will be handle the wage increase? I think it requires a kind of history like for currency rate.

Comment by project member ojmore...@gmail.com, Apr 5, 2010

ccording to 1? I made a notation change. Concepts will be known as wages, but I'm not sure if it's ok.
t would be a good idea to define only one kind of concept instead three and return a positive or negative amount. But I'm not sure about how to manage some special cases like bank credits, where is necessary define some period to paid, a set of shares based on a defined interest and report the final loans' balance with shares payed and to pay. I mean this calc is some different the social security distcount or may be some extra salary payment or holidays liquidation.
he link between employee and analytic account was stablished because we want to solve this situation:

Suppose you have an employee who works in account department and sales department and you want to know wich part of de salary corresponds to each department. So there is an analytic account for every department with a debit and credit part to know its moves. I mean we're using every analityc account to define centre costs. Is it a possible mistake?

If we were wrong may you suggest us how to define centre cost?, please.

he association between party an concept is used to allow specify some entities that provide medical services, pensions founds and so on.
agree with the history to handle the salary increase and it will be good to handle contracts too.

1? http://www.purdue.edu/onepurdue/FIHR/documents/concepts_of_payroll_doc.pdf

Thanks for all suggestions.

Comment by project member cedkrier@gmail.com, Apr 5, 2010

According to your link, it should be wage type instead of wage. Wage types will be on payroll lines (= wages) like product on sale order lines. Analytic links should not be required for the basis module and it will be more then just one link because Tryton can have more then one analytic plan. And I'm not sure it is the right way to know costs of employees because this cost depends on the time spend on each kind of work and not on the payroll. So this should be solved with time-sheets. For the party link with "concept"/"wage", I don't know because I need to see the fields defined on it to understand. Contracts don't change overtime, and some cases they are amended.

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