Payroll Draft

The Payroll Draft workspace provides specialized administrative sub-navigation layouts to manage and fine-tune variable compensation structures. These controls allow payroll coordinators to process individual termination settlements, execute automated rich-data sheet uploads, perform line-item override adjustments, and systematically purge uncommitted draft cycles. 

To access this section, follow these steps:  #

1. Navigate to the Human Resources page. 

2. From the top navigation menu bar, click EMPLOYEES SALARIES. 

3. Select the Payroll Draft option from the sub-menu link items. 

4. Locate the Payroll Draft  sub-tab menu row directly beneath the main tab row to switch between specific configuration workflows. 

Operational Sub-Tabs  #

1. Issue Payroll Draft  #

This sub-workspace handles the primary configurations required to build a standard monthly draft compensation statement cycle for selected employee pools. 

Configuration Workflow Steps  #

Follow these sequential steps to run a draft payroll cycle calculation: 

1. Select the calendar boundaries using the Year and Month dropdown selections. 

2. If calculating a partial or explicit timeframe, select the targeted cutoff date inside the Calculation End Date field; otherwise, leave it blank to compute the full calendar month automatically. 

3. Restrict and capture specific workforce segments using the structural filter menus (Job Category, Sections, Main Section, Path, Sectors, or Branch). 

4. To pinpoint an individual staff file, choose their profile directly inside the Employees lookup menu box. 

5. Click the Add Vacation Balance To Payroll checkbox rule if outstanding leave cash-outs must merge into the calculation. 

6. Click the blue Prepare button to process the backend configuration and initialize the draft cycle. 

2. Issue Settlement Draft  #

This sub-workspace handles manual calculation entry forms for creating customized, individual employee final termination settlements. 

Configuration Workflow Steps  #

Follow these sequential execution steps to process a terminal calculation package manually: 

1. Select the organizational path limits of the targeted target utilizing the dropdown menus (Year, Month, Branch, Sections, Main Section, Path, or Sectors). 

2. Choose the explicit recipient from the Employees lookup menu box. 

3. Establish parameter variables inside the matching text blocks (Due and Cut) to scale specific final balance line items. 

4. Input organizational justifications or processing notes inside the Notes to open text box container. 

5. Toggle the configuration checkboxes to fine-tune active financial calculations on the fly: 

1. Add Vacation Balance to Payroll: Factors remaining unutilized leave metrics into the gross payout amount. 

2. Pay All Advance Premiums: Calls and deducts all outstanding loan or advance obligations concurrently. 

6. Click the blue Calculate Settlement button to execute backend system math parameters and log into the draft package. 

3. Issue Settlement Draft Download From Excel  #

This section bypasses manual row logging by providing an automated spreadsheet template parsing system to import multi-profile settlement registries in bulk. 

Configuration Workflow Steps  #

Follow these steps to parse and upload a settlement data registry sheet: 

1. Click the blue Download Template button to save the system-formatted workbook configuration rules onto your local machine. 

2. Populate the required spreadsheet entry rows explicitly without altering template column headers. 

3. Map system synchronization limits within the form of dropdown selection menus (Year, Months, Accrual, or Cut). 

4. Click inside the dashed central upload boundary row hosting the cloud icon placeholder or press Choose a File to select your completed spreadsheet file from your local folder directory. 

5. Click the Upload button to execute database structural validation checks and import the entries live simultaneously into the data registry. 

Data Table View  #

Rows loaded through spreadsheet processing streams display according to the following layout matrix parameters: 

1. Year: The target calendar year assigned to the imported settlement file. 

2. Months: The designated structural month assigned to the row. 

3. Dues: Custom earning classification definitions parsed from the document sheet. 

4. Cuts: Custom deduction type indicators mapping out financial penalties or liabilities. 

5. Job Number: The system-generated internal staff index code matching the worker profile. 

6. Due Value: The net cash amount credited under the specific structural earning rule. 

7. Cut Value: The net cash sum deducted and collected under the matching payroll penalty. 

4. Edit Payroll Draft  #

This control desk provides deep row-level manual adjustments for active draft calculation statements. It allows administrators to attach or subtract specific transaction items from a targeted worker’s profile. 

Configuration Workflow Steps  #

Follow these steps to query, edit, or introduce custom payroll item tokens: 

1. Filter the primary dashboard view by selecting the target operational radio button selection (Payrolls or Settlement). 

2. Refine your query parameters using the lookup filters (Employees, Year, or Month), then click the blue Search button. 

3. To layer a brand new financial item directly onto a filtered account record, click the blue إضافة بند جديد للمسير (+ Add new line item to payroll) action button. 

4. Within the Add modal popup window d, process the following variables: 

1. Item Type: Choose the regulatory class category from the dropdown menu picker. 

2. ItemName: Match the context label from the secondary lookup dropdown box. 

3. Value: Input the explicit total numeric cash sum manually into the calculator text field. 

5. Click the Save action button within the modal frame box to write the line update to active system folders and close the popup. 

Data Table View  #

Active calculation overrides and manually adjusted component entries structure systematically across the following ledger columns : 

1. Employee Name: The full registered legal name of the employee profile. 

2. Insert Date: The automated timestamp logging when the modification run was processed. 

3. Branch / Section: The exact organizational site and departmental coordinates mapping the staff member. 

4. Payroll Type: Categorizes the active tracking path (Payrolls or Settlement). 

5. Calculation Date: The specific chronological milestone applied to the variable period. 

6. User Name: Identifies the explicit user or administrator account that initialized the edit. 

7. ItemName / Value: Displays the exact descriptive label and specific numerical cash volume assigned to the entry item line. 

8. Delete / Edit: Administrative table commands to securely modify or clear individual item overrides on the fly. 

5. Delete Payroll Draft  #

This high-level administrative cleanup panel isolates and clears complete calculation batches from uncommitted system draft folders before ledger closing triggers are run. 

Configuration Workflow Steps  #

Follow these sequential data validation steps to wipe draft cycle directories completely: 

1. Select the specific operational workflow row path category using the target radio buttons (Payrolls, Termination, or Settlement). 

2. Set structural multi-tier layout of drop boxes (Year, Month, Branch, Sections, Main Section, Path, or Sectors) to surround the matching registry bundle. 

3. Click the Search button to query matching uncommitted data records inside the directory grid below. 

4. Highlight the validated batch entries, then execute the secondary row purge tool option to permanently drop the rows from active database tables. 

Data Table View 

Staged draft records compiled for targeted administrative removal expose individually across detailed payroll parameters before a batch purge command is executed: 

1. Employee Name: The full registered legal name of the employee profile. 

2. Job Number: The system-generated internal staff index identifier code. 

3. Insert Date: The chronological system timestamp logging when the draft row was initialized. 

4. User Name: The corporate system email account address of the administrator who created the entry. 

5. Identification Number: The official government ID or national identity record tied to the profile. 

6. Sections / Main Section / Sectors / Path: The complete multi-tier organizational layout deployment and structural path properties tracking the worker. 

7. Payroll Type: Maps the explicit processing cycle path classification (Payrolls, Termination, or Settlement). 

8. Accruals: The calculated total gross financial sum of active earnings and fixed allowances. 

9. Cuts: The cumulative numerical value of financial deductions and running payroll penalties. 

10. Net Salaries: The net monetary compensation amount computed for the individual statement entry line. 

Grid Operations and Data Export  #

The control toolkit located at the top right of the data panel allows you to process information dynamically: 

• Search: Type keywords directly into the central search bar to isolate targeted records instantly. 

• Export to Excel: Click the Excel icon to download the visible workforce directory into an .xlsx workbook. 

• Export to PDF: Click the PDF icon to output a printable document report file containing the filtered registry layout. 

• Show/Hide Columns: Click the Database/Eye icon to change column visibility rules on the fly. 

Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings.