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Guide

Payroll: Setting Up Allowances and Deductions

Create a salary plan for each employee in Payroll & Salaries: enter basic pay, then add your own allowances and deductions. Changes can wait for manager approval, and the month's calculation applies them.

Where do allowances and deductions live in payroll?

In EDUBase, allowances and deductions are part of the salary plan. Each employee has a salary plan made of basic pay plus your own allowances and deductions, and the plan keeps an update history.

Because the allowances and deductions are your own, you name them to match your school's pay structure rather than fit a fixed template.

How do I build a salary plan for an employee?

Work through the same steps for each employee. The employee record should already exist in Staff Management (HRM), with department, designation, employment type and shift filled in.

  • Open the employee's salary plan in Payroll & Salaries.
  • Enter the basic pay.
  • Add each allowance you pay, such as a house or transport allowance, using your own names.
  • Add each deduction you apply, using your own names.
  • Save the plan and, if your school requires it, send it for approval.

Who approves changes to a salary plan?

Salary plan changes and increments wait for a manager's approval. The manager can approve on the web portal or in the Owner App, so a change does not reach the payroll run until a second person has seen it.

The plan's update history lets finance see what changed over time. Where a school wants a full audit trail, the User Logging page records who created, changed or deleted a record.

How do attendance and leave affect deductions?

Besides the deductions you define in the plan, the month-end calculation applies attendance-based adjustments. It takes account of attendance, leave, late arrival and lecture-based adjustments.

Employee Attendance feeds this calculation. Late arrival, short leave and absence flow into the salary automatically, and you can lock the month once salaries are done so nothing changes afterwards.

  • Mark attendance daily, or enter a whole month in one grid.
  • Review corrections, which are logged.
  • Lock the month before or after you pay, according to your routine.

How do advances and visiting faculty fit in?

Advance salary is recorded separately and recovered from the next salary, so it does not need a manual deduction line each month. Advances also go through approval.

Colleges and academies that pay visiting faculty per lecture can use Lecture-Wise Salary. A rate card, a lecture register and an approval step decide the amount, and the payslip shows the lectures and rate behind the pay.

What happens after I calculate and pay salaries?

Run Calculate and generate salary at month end, then pay and print payslips, the salary report and the signature sheet. A salary paid by mistake can be reversed.

Salary payments post to the Finance & Accounting module automatically, so the accountant does not re-enter them. An employee salary report shows one person's salary history and net pay over time.

Where each pay element is handled in EDUBase payroll

Pay elementWhere it is set upApprovalHow it reaches the salary
Basic paySalary planPlan changes can wait for manager approvalPart of the monthly calculation
AllowancesSalary plan, using your own namesPlan changes can wait for manager approvalAdded in the monthly calculation
Fixed deductionsSalary plan, using your own namesPlan changes can wait for manager approvalSubtracted in the monthly calculation
IncrementsIncrement approvalManager approves on web or Owner AppUpdates the salary plan
Advance salaryAdvance salary recordApproval availableRecovered from the next salary
Late, leave and absenceEmployee AttendanceCorrections are loggedApplied automatically at calculation
Visiting faculty payLecture-Wise Salary rate card and registerRegister is approved before paymentPays exactly what was approved

Related modules

  • Payroll & Salaries — Salary plans, allowances, deductions, approvals, payslips and salary sheets, posted to the ledger.
  • Employee Attendance — Daily or monthly staff attendance from the register, the app, QR or a device, locked once payroll runs.
  • Staff Management (HRM) — Employee records, shifts, documents, letters, leave and the Teacher App login, in one place.
  • Lecture-Wise Salary — Pay visiting faculty per lecture with a rate card, a lecture register and approval.
  • Finance & Accounting — Chart of accounts, journals, ledgers, trial balance, P&L and balance sheet, fed by fees and payroll.
  • Users, Privileges & Activity Log — Give each staff member exactly the screens and actions they need, and see who changed what.

Frequently asked questions

Can I name allowances and deductions myself?
Yes. The salary plan is basic pay plus your own allowances and deductions, so you choose the names that match your school's pay structure.
Do salary plan changes need approval?
They can. Increment and salary plan changes wait for a manager's approval, which can be given on the web or in the Owner App.
Are attendance deductions applied automatically?
Yes. The month-end calculation uses attendance, leave, late and lecture-based adjustments, and Employee Attendance feeds late arrival, short leave and absence into it.
How are salary advances recovered?
Record the advance in Payroll & Salaries and it is recovered from the next salary. Advances can go through approval.
Do salaries appear in the accounts automatically?
Yes. Salary payments post to the Finance & Accounting module, so they need not be entered again.
Can I undo a salary paid by mistake?
Yes. Payroll lets you reverse a salary paid by mistake.
Can payslips show how pay was calculated?
Payslips can be printed from Payroll. For visiting faculty paid per lecture, the slip shows the lectures and rate that made up the pay.

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