Payroll Settings
Overview
Payroll Settings – Business Overview
Payroll Settings is a central configuration document in Dafater that defines how payroll is managed and processed across the organization. It acts as the foundation for all salary calculations, payroll cycles, and compliance-related rules, ensuring that employee payments are accurate, consistent, and aligned with company policies.
Purpose in Business Operations
Payroll Settings is used to establish the core rules and standards that govern payroll activities. Instead of defining payroll behavior repeatedly for each employee or payroll run, this document allows the business to set global payroll preferences once and apply them uniformly.
In simple terms, Payroll Settings answers questions such as:
- How payroll periods are defined
- How salaries are calculated and processed
- Which payroll-related policies apply to everyone by default
This ensures fairness, transparency, and operational efficiency in payroll management.
Prerequisites Before Using Payroll Settings
Before configuring Payroll Settings, the business should have: - A clear payroll policy approved by management - Defined salary structures and compensation components - Agreed rules for pay periods, cut-off dates, and processing frequency - Basic employee records already created in Dafater
Having these decisions in place ensures Payroll Settings reflects actual business policies rather than assumptions.
Typical Workflow and Role in Business Processes
Initial Setup
Payroll Settings is configured when Dafater is first introduced or when payroll policies are finalized.Ongoing Payroll Operations
Once set, these rules automatically guide:- Monthly or periodic payroll processing
- Salary calculations for employees
- Consistency across departments and locations
Policy Updates
When business payroll policies change (for example, pay cycles or calculation rules), Payroll Settings is updated to reflect the new direction.
Payroll Settings sits at the start of the payroll process, influencing every payroll run without requiring repeated manual decisions.
Key Business Scenarios Where Payroll Settings Is Essential
Company-wide Payroll Standardization
Ensures all employees are paid using the same rules and timelines.Business Growth or Expansion
Helps maintain consistency when hiring new employees or expanding to new teams.Audit and Compliance Readiness
Demonstrates that payroll follows predefined, documented rules.Payroll Efficiency
Reduces errors and rework by eliminating unclear or inconsistent payroll practices.
Important Considerations for Users
Accuracy Is Critical
Any mistake in Payroll Settings can impact all employees, so changes should be reviewed carefully.Limit Frequent Changes
Payroll Settings should reflect stable policies, not temporary exceptions.Align With Business Policy
Always ensure Payroll Settings matches official payroll and compensation guidelines.Communicate Changes
When updates are made, relevant stakeholders (HR, finance, management) should be informed.
Summary
Payroll Settings is a strategic control document in Dafater that defines how payroll operates across the organization. By setting clear, consistent rules upfront, businesses can ensure accurate payroll processing, reduce operational risks, and maintain trust with employees.
Basic Information
- Module: Payroll
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| payrollbasedon | Calculate Payroll Working Days Based On | Select | Leave, Attendance | Define payroll working days source in Dafater | |
| considerunmarkedattendance_as | Consider Unmarked Attendance As | Select | Present, Absent | Set default status for unmarked attendance in Dafater | |
| includeholidaysintotalworking_days | Include holidays in Total no. of Working Days | Check | - | Include holidays when calculating total working days | |
| considermarkedattendanceonholidays | Consider Marked Attendance on Holidays | Check | - | Count attendance marked on holidays for payroll | |
| maxworkinghoursagainsttimesheet | Max working hours against Timesheet | Float | - | Maximum payable working hours per day from timesheets | |
| dailywagesfractionforhalf_day | Fraction of Daily Salary for Half Day | Float | - | Salary fraction payable for half-day attendance | |
| disableroundedtotal | Disable Rounded Total | Check | - | Disable automatic rounding of payroll totals | |
| showleavebalancesinsalary_slip | Show Leave Balances in Salary Slip | Check | - | Display employee leave balances on salary slips | |
| emailsalarysliptoemployee | Email Salary Slip to Employee | Check | - | Automatically email salary slips to employees | |
| sender | Sender | Link | Email Account | Select Dafater email account used to send salary slips | |
| sender_email | Sender Email | Data | - | Specify sender email address for payroll communications | |
| email_template | Email Template | Link | Email Template | Choose Dafater email template for salary slip emails | |
| encryptsalaryslipsinemails | Encrypt Salary Slips in Emails | Check | - | Encrypt salary slip attachments sent via email | |
| password_policy | Password Policy | Data | - | Define password rules for encrypted salary slip files | |
| processpayrollaccountingentrybasedonemployee | Process Payroll Accounting Entry based on Employee | Check | - | Create payroll accounting entries separately for each employee |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Email Account | Links to | |
| Email Template | Links to |