In Insight CRM, the HR Addon’s Payroll Management automates salary processing, deductions, allowances, and tax calculations. Admins can easily generate accurate payslips, track payments, and ensure compliance. This reduces errors, saves time, and helps businesses maintain smooth, transparent, and efficient payroll operations.

 

How to Add Payroll

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click Payroll from the left menu, and a new window will appear.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

• Department: Select the department from the drop-down menu.

• Branch: Select the branch from the drop-down menu.

• Shift: Select the shift from the drop-down menu.

• Team: Select the team from the drop-down menu.

• Once all the fields are completed, click the Apply button to show the information.

• Click the Year button and select the desired year from the drop-down menu.

• Click the Month button and select the desired month from the drop-down menu.

• Click the Add New button, and an entry form will appear.

• Fill in the following details:

• Selected Employee: Choose the employee from the drop-down menu.

• Monthly Salary: Select the starting and ending date from the drop-down calendar and click the Apply button.

• Amount: Put the amount by clicking the Earnings button.

• Payment Status: Select payment status Paid or Unpaid from the drop-down menu.

• Basic Salary: Enter the basic salary in the respective field.

• Deduction: Click the deduction button to enter the deduction amount, if any.

• Once all the fields are completed, click the Generate button to save the information.

 

 

 

 

How to Edit Payroll

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click Payroll from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with View, Edit, and Delete.

• Click the Edit button, and an entry form will appear.

• Fill in the following details:

• Selected Employee: Choose the employee from the dropdown menu.

• Monthly Salary: Select the starting and ending date from the dropdown calendar and click the Apply button.

• Amount: Put the amount by clicking the Earnings button.

• Payment Status: Select payment status Paid or Unpaid from the dropdown menu.

• Basic Salary: Enter the basic salary in the respective field.

• Deduction: Click the deduction button to enter the deduction amount, if any.

• Once all the fields are completed, click the Update button to save the information.

• If you click the View button, a new window will open with the Attendance Report, Leave Report, and Print options.

• If you click the Print button, Payroll will be printed automatically.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the respective will be deleted automatically; otherwise, click Cancel.