Employee Payments
This screen helps you search, view, and manage employee payments, including salaries, reimbursements, and adjustments.
1. Search & Filter Options
Use these filters to find specific payments:
Employee: Search by name or select "All Employees" to view everyone.
Date Range: Set a period (e.g., "02/08/2024 - 02/04/2025").
Status: Filter by:
All Status (default)
Unallocated (pending payments)
Allocated (completed payments)
Penalty/Interest (deductions or late fees)
Click Search to apply filters.
2. Payment List Overview
The table displays all matching payments with these details:
| Column | Description |
|---|---|
| Employee Name | Who received the payment. |
| Cash Reference | Unique payment ID (e.g., "CASI\\453/2024"). |
| Date | When the payment was processed. |
| Amount | Total payment value. |
| Balance | Remaining amount (if partially paid). |
| Status | Unallocated = Pending, Allocated = Paid, Penalty/Interest = Deductions. |
| More | Click for details (e.g., breakdown, adjustments). |
Example Rows Explained
Unallocated: ₹4,000 pending for "Prayerina C" (full balance remains).
Allocated: ₹2,138 paid to "Vasanth Subramaniyan" (₹0 balance).
Penalty/Interest: ₹5,000 owed by "Dinanbali Saravanan," with ₹3,635 remaining after deductions.
3. Actions & Navigation
Pagination: Use First, Prev, Next to browse through records.
Records Displayed: Shows current range (e.g., "1-10 of 431").
New Employee Payment: Click to create a new payment (redirects to payment screen).
4. Key Features
✔ Track Pending Payments: Filter by "Unallocated" to see what needs processing.
✔ Audit Paid Transactions: Filter by "Allocated" for completed payments.
✔ Identify Adjustments: Check "Penalty/Interest" for deductions or corrections.
5. Troubleshooting Tips
If a payment isn’t appearing, widen the date range or check filters.
For discrepancies in Balance, review the "More" details for adjustments.
Contact support if a payment shows incorrect status.
This guide helps you efficiently manage and monitor employee payments. For further help, refer to your admin manual or support team