Differences

spay:hrmsprocguide:estimating_gratuity_without_generating_payroll_payments [2026/08/13 15:47] mclement created		spay:hrmsprocguide:estimating_gratuity_without_generating_payroll_payments [2026/08/14 00:05] (current) mclement
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-	==== Estimating gratuity without generating payroll payments ====	+	====== Estimating gratuity without generating payroll payments ======
	* Step 1:  Click **PAYROLL**		* Step 1:  Click **PAYROLL**
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	{{:spay:hrmsprocguide:payroll_-_monthly_proc_-_gratuity1.png|}}		{{:spay:hrmsprocguide:payroll_-_monthly_proc_-_gratuity1.png|}}
-	__**Criteria**__	+	==== Criteria ====
	* Step 2: Apply the relevant criteria to retrieve the employees for whom the gratuity calculation is required.		* Step 2: Apply the relevant criteria to retrieve the employees for whom the gratuity calculation is required.
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	* Step 2B: Select the **employee** or **any relevant criteria** to retrieve employees		* Step 2B: Select the **employee** or **any relevant criteria** to retrieve employees
-	__**Gratuity Calculation Criteria**__	+	==== Gratuity Calculation Criteria ====
		+
	* Step 2C: **Proposed Left Date** – Choose or insert the proposed date of leaving		* Step 2C: **Proposed Left Date** – Choose or insert the proposed date of leaving
	* Step 2D: **Gratuity Type** – Choose from the drop-down list the applicable gratuity type (Retirement or Death)		* Step 2D: **Gratuity Type** – Choose from the drop-down list the applicable gratuity type (Retirement or Death)
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	{{:spay:hrmsprocguide:calculate_gratuity_-_criteria_tab.png|}}		{{:spay:hrmsprocguide:calculate_gratuity_-_criteria_tab.png|}}
-	__**Calculate Gratuity tab**__	+	==== Calculate Gratuity tab ====
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		+
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		+	* 3: The Calculate Gratuity tab provides the following:
		+
		+	==== Filter Options ====
		+
		+
		+	* 3A: To locate specific employees within the gratuity calculation grid. Applying multiple criteria helps refine the grid view to show only the records you need.
		+
		+	==== The grid ====
		+
		+
		+	* 3B: The grid provides a consolidated view of the estimated gratuity amount and associated indemnities for an employee. It brings together the key information used in and resulting from the gratuity calculation, including employee details, PRGF and Pension Scheme status, years of service and exit details, earnings, and end-of-year bonus. It also displays other gratuity-related information, such as the death grant, along with relevant PD generated indicators and record selection.
		+
		+	==== Tooltip ====
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		+
		+	* 3C: Tooltips are available to provide additional information about the content of the columns.
		+
		+	==== Editable column in the grid ====
-	* Step 3: The Calculate Gratuity tab provides the following:
-	__**Filter Options**__	+	* 3D: Should you need to review the estimated calculations based on the Proposed Left Date and/or Gratuity Type and/or Left Reason, double-click the editable cells to modify the required value.
-	* Step 3A: To locate specific employees within the gratuity calculation grid. Applying multiple criteria helps refine the grid view to show only the records you need.	+
-	__**The grid**__	+	==== Detailed breakdown option ====
-	* Step 3B: The grid provides a consolidated view of the estimated gratuity amount and associated indemnities for an employee. It brings together the key information used in and resulting from the gratuity calculation, including employee details, PRGF and Pension Scheme status, years of service and exit details, earnings, and end-of-year bonus. It also displays other gratuity-related information, such as the death grant, along with relevant PD generated indicators and record selection.	+
-	__**Tooltip**__	+	* 3E: For example to view the monthly detailed earnings over 12 months
-	* Step 3C: Tooltips are available to provide additional information about the content of the columns.	+
-	__**Editable column in the grid**__	+	==== Save & Recalculate ====
-	* Step 3D: Should you need to review the estimated calculations based on the Proposed Left Date and/or Gratuity Type and/or Left Reason, double-click the editable cells to modify the required value.	+
-	__**Detailed breakdown option**__
-	* Step 3E: For example to view the monthly detailed earnings over 12 months
-	__**Save & Recalculate**__	+	* 3F: After the calculations are reviewed, click **Save & Recalculate** to apply the new values where applicable.
-	* Step 3F: After the calculations are reviewed, click Save & Recalculate to apply the new values where applicable.	+
-	* Step 3G: Check the estimated figures for gratuity and indemnities	+	* 3G: Check the estimated figures for gratuity and indemnities
	{{:spay:hrmsprocguide:calculate_gratuity_tab6.png|}}		{{:spay:hrmsprocguide:calculate_gratuity_tab6.png|}}