====== Estimating gratuity without generating payroll payments ======

  * Step 1:  Click **PAYROLL** 

  * Step 1A:  Go to **Monthly Procedures**

  * Step 1B: Click **Gratuity**

{{:spay:hrmsprocguide:payroll_-_monthly_proc_-_gratuity1.png|}}

==== Criteria ====


  * Step 2: Apply the relevant criteria to retrieve the employees for whom the gratuity calculation is required.
  * Step 2A: Select the **Company**
  * Step 2B: Select the **employee** or **any relevant criteria** to retrieve employees

==== Gratuity Calculation Criteria ====


  * 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 2E: **Left Reason** – Choose from the drop-down list the applicable reason for leaving 
  * Step 2F: Click **Save Criteria**
  * Step 2G: Click **Calculate Gratuity** to proceed with the gratuity calculation

{{:spay:hrmsprocguide:gratuity_criteria_and_calc_criteria.png|}}

  * Wait until the process is completed
  * Step 2H: Click **Close**

{{:spay:hrmsprocguide:calculate_gratuity_-_criteria_tab.png|}}

==== Calculate Gratuity tab ====



  * 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 ====


  * 3C: Tooltips are available to provide additional information about the content of the columns.

==== Editable column in the grid ====


  * 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 ====

  * 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.

  * 3G: Check the estimated figures for gratuity and indemnities

{{:spay:hrmsprocguide:calculate_gratuity_tab6.png|}}