{"id":2376,"date":"2019-09-27T13:01:26","date_gmt":"2019-09-27T07:31:26","guid":{"rendered":"http:\/\/blog.tenthplanet.in\/?p=2376"},"modified":"2026-03-03T10:13:16","modified_gmt":"2026-03-03T10:13:16","slug":"hr-team-prerequisites-before-running-monthly-payroll-batch-process","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/hr-team-prerequisites-before-running-monthly-payroll-batch-process\/","title":{"rendered":"9 Major HR Team Prerequisites before running Monthly Payroll Batch Process in Odoo"},"content":{"rendered":"

Before processing the Monthly Payroll<\/a> Batch Process in Odoo, HR Team<\/a> need to follow certain checklist so that Payroll will be generated with exact data. It is very simple using Odoo and here are its guidelines<\/p>\n

    \n
  1. Create Newly Joined Employees for the month, which includes below major details <\/b>\n
      \n
    1. Grade \/ Rank\/ Category \/ Location<\/li>\n
    2. Reporting Manager<\/li>\n
    3. Department \/ Designation<\/li>\n
    4. Employee ID<\/li>\n
    5. Work Email<\/li>\n
    6. Pan Number \/ Aadhaar Number<\/li>\n
    7. Related User<\/li>\n
    8. Joining Date<\/li>\n
    9. Confirmation Date \u2013 If available<\/li>\n
    10. Check and select whether he\/she is a Permanent or contract Employee<\/li>\n
    11. Update salary structure if component changes apart from that default Grade structure<\/li>\n
    12. Create contract \u2013 Edit start date and End date if needed, since system by default will create start date from today date only<\/li>\n
    13. Private Info – Private Address, Bank Account No<\/li>\n
    14. Allocate Casual Leave \/ Sick Leave \/Earned Leave as per their eligibility and approve it<\/li>\n<\/ol>\n<\/li>\n
    15. Leave Request <\/b>\n
        \n
      1. Prepare Excel sheet as per the below Template<\/li>\n
      2. Prepare sheets with leave types like\n
          \n
        1. Casual Leave<\/li>\n
        2. Sick Leave<\/li>\n
        3. Earned Leave<\/li>\n
        4. Unpaid Leave<\/li>\n
        5. Restricted Holiday<\/li>\n
        6. Compensatory Holiday<\/li>\n<\/ol>\n<\/li>\n
        7. TenthPlanet have created a bulk leave import provision to load leave for the month within a few minutes and get it approved automatically by our Payroll System.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
            \n
          1. Loan and Salary Advance<\/b>\n
              \n
            1. If an advance is recovered as a single installment, then it comes under Salary Advance\n
                \n
              1. Salary Advance<\/li>\n
              2. Travel Advance<\/li>\n
              3. Impress Advance<\/li>\n
              4. Bonus Advance<\/li>\n
              5. Settlement Advance<\/li>\n
              6. Staff Advance<\/li>\n<\/ol>\n<\/li>\n
              7. If an advance is going to be recovered from employees as EMI, then it comes under loan.<\/li>\n
              8. The system will automatically recover both Loan and Salary Advance from their monthly salary.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
                  \n
                1. Resignation<\/b>\n
                    \n
                  1. New Resignation Request\n
                      \n
                    1. Resign Confirm Date, Expected Relieving Date and Company Approved Relieving date is needed\u00a0 so that system will calculate payroll based on Employee Relieving date<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n
                    2. Tax Deduced at Source<\/b>\n
                        \n
                      1. Enter TDS of employees in HR Management\/Employee TDS Details with any date in a payroll month so that the system will recover this from the employee.<\/li>\n<\/ol>\n<\/li>\n
                      2. Extra Refunds<\/b>\n
                          \n
                        1. Enter Extra Refunds of employees in HR Management\/Employee Extra Refund Details with any date in a payroll month so that the system will recover this from the employee.<\/li>\n<\/ol>\n<\/li>\n
                        2. Confirmation<\/b>\n
                            \n
                          1. If an employee is confirmed, please update his\/her confirmation date under HR settings<\/li>\n
                          2. Also update his\/her salary structure accordingly<\/li>\n
                          3. Once salary structure updated, existing contract need to be moved to expired state<\/li>\n
                          4. New contract should start from 1st<\/sup> day of the Payroll Month<\/li>\n<\/ol>\n<\/li>\n
                          5. Promotion<\/b>\n
                              \n
                            1. If an employee is Promoted, please update his\/her grade\/designation\/department under work info<\/li>\n
                            2. Also update his\/her salary structure accordingly<\/li>\n
                            3. Once salary structure updated, existing contract need to be moved to expired state<\/li>\n
                            4. New contract should start from 1st<\/sup> day of the Payroll Month<\/li>\n<\/ol>\n<\/li>\n
                            5. Relieved<\/b>\n
                                \n
                              1. If an employee has been relieved before running the payroll, update his state as resigned at Resignation \/ Approved Resignation so that his name will not be included in payroll<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                                Once all the above are done and verified, We can generate Payroll for all Employees very easily. This checklist will reduce redundant work after Payroll is processed.<\/p>\n","protected":false},"excerpt":{"rendered":"

                                HR Team Prerequisites before running Monthly Payroll Batch Process<\/p>\n","protected":false},"author":23,"featured_media":2413,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[136,23,137,55,56,58],"class_list":["post-2376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","tag-monthly-payslip-using-odoo","tag-odoo","tag-odoo-batch-process","tag-odoo-hrms","tag-odoo-payroll","tag-workforce-management-software"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/2376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/comments?post=2376"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/2376\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media\/2413"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media?parent=2376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/categories?post=2376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/tags?post=2376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}