Assigning Salary Structure in ERPNext

Once the Salary Structure has been created, it can now be assigned to your employees by the following:

  1. By Multiple Employees (Paygrade, Department, Designation, Employee itself)
  2. By Single Employee using the Assign Salary Structure button

By Multiple Employees:

  1. Login to ERPNext
  2. Go to Human Resources. Under Payroll, click Salary Structure.
  3. Select the Salary Structure you want to use.
  4. On the Upper right part, click “Assign to Employees”
  5. Enter the Parameters, this will filter the employees. Only employees that meet the criteria will be assigned with the selected Salary Structure.

6. On the “From Date” field, enter the date the Salary Structure will be applicable to. Note that you may assign multiple Salary Structure to employees as long as effectivity dates do not overlap with each other.

7. Click “Assign” to apply the changes to the Employee.

By Single Employee

  1. Login to ERPNext
  2. Go to Human Resources. Under Payroll, click Salary Structure.
  3. Select the Salary Structure you want to use.
  4. On the upper right part, click “Assign Salary Structure”.
  5. Enter the Employee information and effectivity date of the Salary Structure. If Base Salary is fixed, enter it on the “Base” field.

6. Click Save to create a Draft of the document. Click Submit to finalize.

Once Salary Structures were assigned, Salary slips can be previewed on Salary Structure. This will list all the Salary Slips of the employees assigned to the Salary Structure.

The user may now proceed with the next step of the payroll process which is the Payroll Entry.