How can admin exclude weekends and holidays while setting up payroll configuration?

It is important for the admin to deduct weekends and holidays while calculating payroll. This ensures accuracy by complying with labor laws, promoting fairness, and ensuring efficient resource management within organizations.

To exclude the weekends and holidays, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Payroll > Setup > Payroll Repository. The Payroll Repository page opens.

2. Under the Exclude Weekends and Holidays folder, predefined components such as Sunday, Saturday, Holiday, New joinee Sunday, New joinee Saturday, and New joinee holidays exist. For example, let us take the component Sunday to learn how to exclude it from the payroll configuration.

3. Click the Agent Info tab. The tab expands.

4. From the Payroll Agent dropdown list, select Holiday Agent.

5. Under Holiday Type, select Sunday.

6. Under Period, select Monthly.

7. Select the Consider Joining and Leaving Date checkbox.

8. From the Holiday Filter dropdown list, select All.

9. Click Save Changes to update the customization.
   
   

Note: Similarly, perform the same actions to customize the other components such as Saturday, Holiday, New joinee Sunday, New joinee Saturday, and New joinee holidays.

After excluding weekends and holidays, the next step is to customize the actual workdays.

To customize the actual workdays, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Payroll > Setup > Payroll Repository. The Payroll Repository page opens.

2. From the Exclude Weekends and Holidays folder, select the Actual Workdays component.

3. Click the Agent Info tab. The tab expands.

4. From the Payroll Agent dropdown list, select Employee Workdays Agent V3.

5. Click Save Changes to update the customization.
   
   

Note: Similarly, perform the same action for the component Actual days in month by selecting Employee days in month agent from the Payroll Agent dropdown list.

After customizing the Actual workdays and Actual days in a month, the next step is to customize the formula to calculate Employee Workdays. 

To customize the Employee Workdays, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Payroll > Setup > Payroll Repository. The Payroll Repository page opens.

2. In the Search Component search box, enter Employee Workdays for display.

3. Select the Employee Workdays for display component and click the Agent Info tab. The tab expands.

4. In the Payroll Agent search box, enter Formula Agent.

5. In the formula textbox, enter Workdays.

6. Click Save Changes to update the customizations.

After customizing the formula for Employee Workdays, the next step is to customize the formula for Days in month. 

To customize the Days in month, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Payroll > Setup > Payroll Repository. The Payroll Repository page opens.

2. In the Search Component search box, enter Employee Workdays for display.

3. Select the Employee Workdays for display component and click the Agent Info tab. The tab expands.

4. In the Payroll Agent search box, enter Formula Agent.

5. In the formula textbox, enter the formula Actual_Days_in_Month_Saturdays_Sundays_Holidays.

6. Click Save Changes to update the customizations.
   
   

Note: Similarly, perform the same actions and enter the formula for Employee Workdays component as Actual Workdays_NewJoinee_Saturdays_NewJoinee Sundays_New Joinee Holidays. 

After updating the formulas, you must update your Payroll repository. 

To update the Payroll repository, perform the following actions:

1. On the Payroll Repository page, click the Update button. The Update Repository pop-up appears.

2. Select the All items checkbox. 

3. Click Update to update the repository.

After updating the repository, the final step is to ensure all the components under the Exclude Weekoffs and Holidays folder are included as UI. 

To include the Exclude Weekoffs and Holidays folder as UI, the admin must perform the following actions:

1. On the Payroll Repository page, select Exclude Weekoffs and Holidays folder.

2. Click the General Properties tab. The tab expands.

3. Select Show this component in user interface checkbox.

4. Click Save Changes to update the customizations.

Click here to subscribe to our help videos

Related Links:

Video- To watch videos on Payroll, click here.

FAQs- To read more FAQs about Payroll, click here.

Documentation- To learn more about Payroll, click here.

Product Update- To read about the product update, click here.