In Tally.ERP 9, all the necessary information of the employees can be recorded in the Employee Master. Apart from general information, you can also enter Payment, Statutory, Expat and Contract details of the employees. To enter Statutory related information in the Employee Master, enable the option Show Statutory Details in Payroll Configurations screen.
To create an Employee under the Employee group, Sales,
Go to Gateway of Tally > Payroll Info. > Employees > Create (under Single Employee)
Enter the Name of the Employee
In Display Name in Reports field, the same name will be automatically filled. Enter the required name, that has to be printed in the reports, in this field
Note: Suppose your company has two employees with the same name, i.e. Ramesh, one from the HR department and one from the Marketing department. Since you can not create two employees with the same name in Tally.ERP 9, you may create the employees with the names - Ramesh - HR and Ramesh - Marketing.
However, the payroll reports that are generated from Tally.ERP 9 will also have Ramesh - HR and Ramesh - Marketing printed on them. To avoid this, you can give Ramesh in the Display Name in Reports field.
Select the Employee Group in the field Under
Enter the Date of Joining
Note: The Date of Resignation / Retirement option will be available in Employee Alteration screen only. Once the Date of Resignation / Retirement is entered, you will get an option to select a Reason for Leaving also.
Set the option Define Salary Details to Yes and press Enter to view Salary Details Creation screen. In this screen, specify the salary details of the employee
In the Effective From date field, the Date of Joining will be displayed by default and the system will not allow you to alter the Effective From date
Under the Pay Head column, select the relevant Pay Heads from the List of Pay Heads and enter the values for the necessary pay heads, as per requirement
After defining the salary structure, press Enter to navigate to Employee Creation screen
Any remarks or notes about an employee can be entered in the Notes field
Note: This option will be available only if the option Add NOTES for Employees is enabled in the Employee Configuration screen.
Enter the employee General Information, employee's Bank Details for salary processing, Payment Details, Statutory Details, Passport & Visa Details and Contract Details
Note:
1. Date of Birth will be used to find if the Employee is a senior citizen and Gender will be used for the correct Income Tax computation (based on the slab).
2. The EPS Account Number, PF Account Number and ESI Number should be provided under Statutory Details, as this information is required for printing Employee Count (No. of Employees) in the PF & ESI Challans and other Statutory Reports.
3. To update the Permanent Retirement Account Number (PRAN) of the employees covered under the National Pension Scheme (NPS), enable the option Applicable for NPS? and specify the PRAN in the PR Account Number field.
Accept to save
Note: For International Companies, only Income Tax Number option will be available under Statutory Details.
For UAE, only Labour Card Number, Emirates ID Number and Emirates ID Expiry options will be available under Statutory Details
If the Salary Details is not defined while creation or alteration of an Employee Group, then the salary structure can be defined from Salary Details.
Press F12 key or click F12: Configure to change the default display for the Employee Creation screen.
Allow ALIASES along with the Names: Set this option to Yes to add the Alias names
Allow Language ALIASES along with Names: Set this option to Yes to add the names in other languages as selected (only while using Multilingual feature)
Add NOTES for Employees: Set this option to Yes to add notes or remarks for an employee
Show Statutory Details: Set this option to Yes to enter the Employee Statutory Details like Income Tax Number (PAN), PF Account Number, PR Account Number, EPS Account Number, PF Date of Joining and PF Date of Relieving.
Show Passport & Visa Details: Set this option to Yes to enter the Passport and Visa details.
Show Contract Details: Set this option to Yes to enter contract details like Work Permit Number, Contract Start Date and End Date.
Show Employee Display Name: Set this option to Yes, if a different name for an employee has to be printed in the Reports. This option is useful, if there are multiple employees in the company with the same name.
To create multiple Employees,
Go to Gateway of Tally> Payroll Info.> Employees > Create (under Multiple Employees)
Select the Employee Group under which all the employees should be created in the Under Employee Group field. If an independent employee is to be created, select All Items in this field
Under the Category field, select the Employee Category under which the group is to be created. By default, Primary Cost Category is selected in this field
Specify the employee name under the Employee Name field
In the Under field, select the Employee Group under which the newly created employee is to be categorised
Enter the joining date in the Date of Joining field
The completed Multi Employee Creation screen appears as shown:
