Reimbursement in Saral PayPack (Muti Allot)
Hello Everyone,
In this post, we will be learning on How to do the Allotment Process of Reimbursement for Multiple Employees in Saral Paypack
To Allot navigate to Pre Salary Transaction → Reimbursement. Then, click on Allotment.
Select the Multi Allot option. Select the Reimbursement Name and Financial Year from the drop-down list. Enter the monthly amount to be allotted. Next, select Consider Amount For as All Months or Valid Months Only to specify the months of allotment. Click on the Refresh button to load the employee list. Then, click on Save to save the allotment details.
Note:
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- The Block Period option will be enabled only when LTA is selected as the reimbursement type, to restrict claims within a fixed period.
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- To define a calculation formula for the reimbursement amount, if required, click on the Formula button. Select the Month/Year and Formula from the list. Enable the Extrapolate option to apply the same formula to future months. You can also create a new formula in the expression editor by clicking on
. Finally, click on Accept.
- To define a calculation formula for the reimbursement amount, if required, click on the Formula button. Select the Month/Year and Formula from the list. Enable the Extrapolate option to apply the same formula to future months. You can also create a new formula in the expression editor by clicking on
Let us understand the additional options available on right-click that help manage reimbursement data easily in bulk.
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- Select Show Sal. Calc. to view the salary calculation date for the employees.
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- Select Show DOL to view the date of leaving for the employees.
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- Select Select All Extrpolate to apply the yearly selection to all employees in bulk.
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- Select Filter to filter employees based on specific criteria.
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- Select Bulk Delete to delete the selected reimbursement entries for multiple employees at once.
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- Select Export to Excel to export the displayed data to an Excel file
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