For example, a bank may ask the employee to come with stamped salary sheet when he or she wants to open a salary account in bank or want to get loan from bank. Salary sheet must be created in professional format with all basic and necessary information.
Below we have added different salary sheet templates that anyone can use to make and print free salary sheets on desktop computer. Thank you for visiting. When looking for a document management system, Requirements Spreadsheet Template is one of the most popular choices. This system is ideal to create and edit requirements as well as track them. Household Spreadsheet Templates are important to do as part of the implementation process, even though they have already been sold in one form or another by the well-known spreadsheet software compani This Employee Payroll Register spreadsheet was designed for small businesses that choose to use an accountant or online payroll service like Intuit.
I've kept this spreadsheet fairly basic, so depending on your business and policies, you may find that you need to add more columns. The Employee Payroll Information worksheet is where you would record information like name, ID, address, sex, occupation, hire date, salary or wage basis, exempt status, federal allowances, and other information about current deduction and contribution elections.
The Payroll Register worksheet is where you can keep track of the summary of hours worked, payment dates, federal and state tax withholdings, FICA taxes, and other deductions. Depending on how you are keeping your records, you may want to add information to the payroll register, or remove it. There may be specific record-keeping requirements that apply to you, so check with your accountant to make sure that you are keeping appropriate records.
The starting row or column indicates in which row or column the section starts and the difference between the sheet count and the list count indicates how many new rows or columns need to be inserted. You then need to go to the appropriate sheet and section and insert the required number of rows or columns in order to resolve the inconsistency.
Note that if there are row or column inconsistencies, the template calculations may be inaccurate and it is therefore imperative that all of these errors are resolved! If any of the status cells in the matrix is highlighted in red, the start row or column text will indicate whether rows or columns need to be inserted in order to resolve the error.
If the text contains letters, columns need to be inserted and if the text contains numbers, rows need to be inserted. The column or row number also indicates where on the appropriate sheet the section starts. If you need to insert columns, you need to go to the starting column of the appropriate section and select the first dark blue cell in the column heading at the end of the section. The section starts at the indicated column which will have a dark blue cell as the column heading followed by a number of light blue column headings which are then followed by a dark blue column heading.
You therefore need to select the first column heading cell with a dark blue column heading at the end of the appropriate section and then insert the required number of columns. After you have inserted the required number of columns, you may need to change the column heading numbering so that the column heading names are consistent with the other columns in the section.
This is not critical but may make it easier to determine which columns are part of the same section. Always copy from the left - the section ends where you inserted the new columns and you therefore need to copy the formulas from the left in order to ensure that the same formulas are applied to the new columns that you just inserted.
Once you have done so, the last step is to copy the formulas from the section below the column headings in order to add calculations to the new columns. The formulas will automatically be extended for all the other rows that form part of the new columns. Note: If you need to add columns to a sheet and the column headings are yellow instead of light blue, you do not need to copy the formulas below the column headings because the section of the sheet requires user input and there are therefore no formulas in these columns.
The Deduction section on the Emp sheet is the only user input column section which may be affected. All the other column sections contain formulas that need to be copied. If you need to insert rows instead of columns, you only need to insert the new rows at the end of the appropriate section and copy the formulas from the last row that forms part of that section which will be above the new rows.
You may then also need to change some of the border formatting but there are no dark blue row headings that need to be taken into account. After making your row or column adjustments, you need to check whether the red highlighting in the Status column of the matrix on the Setup sheet has been replaced by green highlighting.
If so, you have applied the changes correctly. If the Status cell is still highlighted in red, the error has not been resolved and you need to revisit the steps that you needed to take. If you fail to resolve the error, contact us for assistance. If you do not use some of the list items that are included in each of the lists on the Setup sheet, you can delete the appropriate rows from the list in order to reduce the number of earnings, salary deductions or company contributions.
The number of columns which have been included on the Emp, Payroll and Summary sheets have been determined based on the default number of list items that we have included on the Setup sheet. If you therefore remove some of the list items, some of these columns can also be deleted. Note: We recommend rather retaining unused columns instead of deleting them. If you delete the wrong columns it could result in errors.
Only therefore delete columns if you are absolutely sure that the columns are not being used in any calculations. All employees need to be added to the Emp sheet by adding a unique employee number in column A and entering employee data into all the user input columns on this sheet. The following columns require user input data: Employee Number - enter a unique employee number for each individual employee.
We recommend using employee numbers which consist of a combination of letters and numbers. Employee Name - enter the name of the employee. The name as entered in this field will be included on the other sheets in the template including on the pay slip. Dept - select the appropriate department. Only departments which have been added to the department list on the Setup sheet will be available for selection.
Date Employed - enter the date on which the employee commenced employment. If the employee is added to a payroll run in any month which falls before the first day of the month in which this date falls, all payroll amounts will be set to nil values. The number of pay periods is also determined based on this date and an incorrect date can therefore lead to calculation inaccuracies.
It is therefore imperative that the first payment dates of all employees are recorded accurately. Date Terminated - if the employee has left the employment of the company, enter the date of termination in this column.
The employee will only be able to receive payment on a payroll run date up to the end of the month in which this date falls. Pay Period Override - select the "Yes" option if the employee pay periods need to be replaced by the business pay periods.
This setting only has an effect if an employee has joined the company during the current tax year. See below for an example. Job Title - enter the employee job title included on pay slip.
ID Number - enter the employee identification or ID number included on pay slip. Income Tax Number - enter the employee income tax number included on pay slip.
Residential Address - enter the residential address of the employee included on pay slip. IT Rebate Code - enter the appropriate income tax rebate code for the employee. Refer to the income tax rebate list on the Setup sheet for the available rebate codes.
It is important that the correct rebate codes are entered for each employee otherwise their income tax calculations may not be accurate. Income Tax Rate - select the appropriate income tax table code for the employee. There are two income tax tables on the Setup sheet - select A for the first table and B for the second table. You can also enter a percentage in this field if the income tax calculations for the employee need to be based on a fixed income tax percentage. Medical Aid Members - enter the number of medical aid members.
The medical tax credits are based on the number of medical aid members and the rates that are specified in the Medical Tax Credits table on the Setup sheet. Basic Monthly Salary - enter the monthly basic salary of each employee in this column.
The values in this column are included in the basic salary column earnings code A on the Payroll sheet for all months in which the employee is active.
If the employee's basic salary changes aside from the one salary increase month which is provided for , you should not change the value in this column but add an override entry to the Override sheet for the remaining pay periods. If you change the amount in this column, it will also change payroll data for past pay periods. Annual Bonus Amount - enter the annual bonus amount in this column. The amounts entered in this column are included in the annual bonus column earnings code C on the Payroll sheet based on the annual bonus month selection which is specified on the Setup sheet.
One Increase Amount - enter the adjusted monthly salary amounts after the annual salary increase in this column. Note that it is not the amount of the increase which needs to be entered, it is the full adjusted salary amount. The basic monthly salaries earnings code A in all remaining pay periods will be adjusted to the amounts specified in this column and the annual salary increase month is set on the Setup sheet.
If no annual salary increases need to be applied during the course of the tax year, you do not need to enter any values in this column. Deduction Rates - this section includes 4 columns, one for each of the 4 default items that are included in the Salary Deductions List on the Setup sheet. The rate field on the Setup sheet which is set up on a business level can be overridden by entering a rate for a particular employee in the appropriate salary deduction column in this section of the Emp sheet.
The salary deduction code of each column is included above the column heading. Period Count - this column contains a formula which displays the number of pay periods which have been added to the Payroll sheet for the particular employee. All of the values in this column should be 12 - if the value for any employee is less than 12, it indicates that you need to add additional rows to the table on the Payroll sheet.
Note: All the columns on the Emp sheet have been included in an Excel table. This feature is extremely useful when entering data in a table format because the table extends automatically when you enter data in the first blank row below the table.
New employees should therefore be added to the sheet by entering an employee code in the first blank cell in column A. Note: The salary amounts and the rates in the Deduction section of the Emp sheet should not be changed once you have completed your first pay period because it will also affect past pay periods which would then result in differences between the payroll calculations and the amounts which have been paid for the elapsed months.
If any of these salary amounts or deduction rates need to be amended during the course of the tax year, you need to use the Override feature to affect the required changes.
When an employee joins the company during the tax year and is therefore only employed for part of the year, the employee's pay periods are determined based on the date that the employee joined in order for the income tax calculations to be accurate based on the assumption that the employee had been employed elsewhere before joining the company. You can override this default calculation by selecting the "Yes" option in the Pay Period Override column on this sheet.
The company pay periods are then used instead of the employee pay periods. This setting has no effect on employees who are employed for the full tax year. Example: If an employee joins the company in month 7 of the tax year, the employee pay period in month 7 will be 1 because it is the employee's first month of employment. If this was indeed the case, the employee's annual income tax deductions should be similar to what will be included on the employee's tax return at the end of the tax year.
If the employee was not employed during the part of the tax year that elapsed before joining the company, the above calculation method would result in an over deduction of income tax because the calculation is based on a full month employment period. If you want to override this default calculation in order to calculate salary deductions like income tax based on only the part of the tax year that the employee was employed by the company, you simply need to select the "Yes" option for the particular employee in the Pay Period Override column.
The income tax calculation will then be based on the company pay periods which in the above example will result in the deductions being based on an annual gross remuneration of 60, by the end of the tax year. Under the default rule, the employee would have had to pay a lot more income tax on a monthly basis and only have been able to claim the tax back at the end of the tax year. With the override activated, the income tax deduction would be a lot less and would be accurate by the end of the tax year with no need to claim any tax back.
The monthly salary amounts which are included on the Payroll sheet and therefore also all other sheets in this template are based on the monthly basic salary amounts which are specified on the Emp sheet. These monthly salary amounts are basically repeated for all 12 pay periods in the tax year and only adjusted based on the annual salary increase amounts that are also specified on the Emp sheet. While the annual bonus amounts on the Emp sheet are included in a separate earnings code earnings code C and therefore represent an additional salary payment, the basic monthly salary amounts and the annual salary increase amounts are both applied in earnings code A.
The annual salary increase amounts therefore in fact replace the basic monthly salary amounts from the salary increase month which is selected on the Setup sheet until the end of the tax year. You can therefore select any month as a salary increase month for all employees and the increased salary amounts will be used from that point forward.
The salary increase functionality has enabled us to provide for one company wide salary increase per year. But what if some employees receive more than one salary increase per year? Well, this is also accommodated for but you would need to record an override entry to be able to adjust the basic salary of the affected employee outside of the one annual salary increase for all employees. Refer to the Override section of the instructions for more info. The rates that are specified in the 4 columns which are included in the Deduction section effectively override the rates that are specified in the Salary Deductions List on the Setup sheet.
The salary deduction rate which is used on the Payroll sheet for the specific employee is therefore included from the Emp sheet and if no rate has been included for the particular salary deduction for the particular employee, the rate on the Setup sheet will be included instead.
You therefore only need to include a rate on the Emp sheet if you want to override the company rate on the Setup sheet for some of the employees. The Deduction section includes 4 columns which is the default number of list items in the Salary Deductions List on the Setup sheet. If you add items to the list on the Setup sheet, you also need to add columns at the end of this section on the Emp sheet.
The columns should be added by selecting the dark blue column heading after the end of the section and inserting the required number of columns. You then also need to copy the formula above the column heading from one of the other cells in the section in order to display the deduction code above the column headings of the new columns. You may also need to rename the column headings if the default names in the new column headings are not consistent with the other column names in the section.
Note: As we stated earlier on in these instructions, the sequence of the items in the lists on the Setup sheet should not be changed once you have added data to the Payroll sheet. If the sequence of the items in the Salary Deduction List is changed, the rates or values that have been added to the Emp sheet also needs to be changed to ensure that the correct rates or values are included in the correct columns.
All the monthly payroll calculations in this template are performed on the Payroll sheet and all of these calculations are automated. The only user intervention that may be required is to ensure that there are sufficient rows in the Excel table on this sheet. The template is designed for businesses with up to 50 employees and we have added sufficient rows for 12 months' calculations for 50 employees but if you add more than 50 employees, you will need to add more rows to the table.
If you've added less than 50 employees to the Emp sheet and you do not need 50 employees to be included on the Payroll sheet, you can delete some of the additional rows. The rows that are currently not used will not contain an employee code and you can therefore delete all rows that do not contain an employee code. If you subsequently add more employees, there may not be sufficient rows in the Excel table for all payroll calculations but the Sheet Status at the top of the Payroll sheet will be highlighted in red and indicate the number of rows that need to be added.
If the Sheet Status is red, it means that your payroll calculations are not up to date and that you need to add rows to the table. You can basically select any cell in the table and insert the required number of rows into the table - the new rows will be populated automatically with the appropriate formulas because they now form part of the Excel table and calculated columns are automatically copied.
Note: The area above the column headings also contain formulas which should not be edited, replaced or deleted otherwise the template calculations will not be accurate. The Payroll sheet contains the following columns: Pay Slip Reference Number -the payslip reference number is a combination of the employee number and the payment period and therefore represents a unique number for each payroll payment. This is also the reference number which is used to populate information on the PaySlip sheet.
Payment Run Date - this is the payroll run date which is based on the salary payment day which is specified on the Setup sheet. Employee Number - this is the employee number as added to the Emp sheet. All employee numbers are displayed in the same sequence as they are included on the Emp sheet. Employee codes are then repeated for all 12 payment periods. Employee Name - the employee name is specified on the Emp sheet.
Dept - the department is determined based on the department code which has been linked to the employee on the Emp sheet. Status - the status of all employees who are currently employed based on the pay month will be "Active".
If an employee has only been hired after the end of the current pay month, the status will be "Inactive". If an employee has been terminated and the pay month is after the month of termination, the status will be "Terminated".
Payroll amounts are only calculated for employees with an "Active" status. Earnings Section - the earnings section includes the 5 default earning types which have been added to the Earnings List on the Setup sheet.
The first three earnings codes should not be amended in any way but you can delete earnings types 4 and 5 if these earnings types are not required and you can also add additional earnings if necessary.
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