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| PERKS
- Online Feature Guide |
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| Introduction:
What's in this 'Online Feature Guide'?
PERKS
has been the industry standard
for payroll accounting requirements.
It is proven as a robust and highly
flexible Payroll Manager for many
corporate houses all around the
world. The Product has come a long
way since its birth, and is presently
in a phase of new generation, in
which we bring PERKS to you clad
in a Windows XP look and packed
with some really powerful and utilitarian
features.
This
Online
Feature Guide guides
you through the evolutionary cycle
of PERKS since version
3.10
to the recently released version.
Click the links to the versions,
below, to view the whole set of
features introduced therein. |
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Features
introduced in version 19.01 |
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e-Submission of Employment Income Application Forms to IRAS - Text file generation - Supported in PERKS
Reports / Employee Income module facilitates electronic transmission of Form IR8A and/or Appendix 8A/8B/Form IR8S (where
applicable) to Inland Revenue Authority of Singapore (IRAS). Submit the text file generated in PERKS through e-Submission of Employment Income Application.
Absolutely hassle-free and greater accuracy. Applicable for Singapore Only.
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to Feature Summary
Report
- ePayslip - Prints Tax Computation
Information intelligently
The
Reports / ePayslip has been rendered more user-friendly.
If the number of HOP in the detail part is large, then
the Tax Computation part will automatically go to the
second page. Otherwise, it will printed on the same
page.
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to Feature Summary
Introduction
of the Logo on ePayslip in the "Reports
- ePayslip" module
A Logo has been introduced on ePayslip in the module "Reports - ePayslip", while user invokes the item "Payslip Advance (Logo)" from the combo field
"Select Format".
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to Feature Summary
eTDS - Form 24Q - Deposit Amount as per challan will not get rounded off
While entering the challan details in eTDS - Form 24Q, the amount
of "Total of Deposit Amount as per Challan/Transfer Voucher No"
shall not be rounded off anymore. This figure will tally with the
"Sum of Total Income Tax Deducted at Source" and reconciliation
becomes easier now.
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Features
introduced in version 18.01 |
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Reports / ePayslip - to show Statutory
deductions - Income Tax* & CDAC
Contribution** and Other details
& Leave Details
Reports / ePayslip - online viewing
of employee Payslip now incorporates
Income Tax* computation / CDAC**
Contribution details / Other details
and Leave details. Regardless
whether you are using the default
ePaylip design or you own design,
this statutory information provides
an instant recap of the mandatory
deductions to your employees.
Quicker reconciliation and taking
away the hassle of clarifications
your Payroll Dept has to provide
during filing of statutory returns.
* - Applicable
for India Only
** - Applicable
for Singapore Only
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Generation of iFile * - to support
HSBC bank hassle-free Online Payroll
payments
Generate your iFile from PERKS
for submission to the HSBC bank
for facilitating transaction instructions
and processing of Online Salary
disbursements.
* - Applicable
for Singapore Only
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to Feature Summary
Introduction of new function for
computation of the Skills Development
Levy (SDL) contribution in "Masters
- Pay Structures" module
Automatically compute the Skill
Development Levy (SDL) contribution
from "Masters - Pay Structure"
module. Simplified the complexity
of writing logical formula whenever
there are revisions on Salary
Ceiling and/or Levy Rate and/or
Effective Date, imposed by the
Singapore Government.
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to Feature Summary
The description field length, of
"Hourly / Daily" type Payroll Period
in "Masters - Attendance Class"
module, has been increased
The length of the description
field, of "Hourly / Daily" type
of Payroll Period in "Masters
- Attendance Class" module has
been increased from 25 characters
to 50 characters.
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Seamless support in "Report Writer"
for suppression of inserted text
under "Suppress Printing" and "In
Empty" conditions
The Account - Special - Report
Writer has been enhanced to suppress
an inserted Text, while defining
with the twin parameters of "Supress
Printing" and "If Empty" by referring
to an Employee Other Information
(UDF).
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to Feature Summary
Selection of Attendance Class in
"Payroll - Heads of Pay - Entered
Always" module has been rendered
user-friendlier
Select any Attendance Class from
the multiple Attendance Classes
in "Payroll - Heads of Pay - Entered
Always" module with just a single
mouse click. It has never been
so easier before.
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Features
introduced in version 17.01 |
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Introduction
of "ANNEXURE II" in the Excel file
for "Salary TDS Statement - Form
24Q-Quarter-4" in "Reports - eTDS
- Form24Q" module
PERKS
is now capable of generating the
"ANNEXURE II" in a separate sheet
of the Excel file, which is generated
(optionally) along with the soft
copy of eTDS file for the purpose
of Electronic Filing of Returns
of TDS Statement - Form 24Q -
Quarter-4.
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to Feature Summary
“Masters
– Employees” Module in PERKS has
been refurbished with user-friendlier
interfaces
The
new salient features as follows:
- The Employee ID, Employee Name,
etc. have been highlighted in
Red Colours as Mandatory Fields
- Legends have been introduced
- Group Name against respective
UDF in Employee Other Information
has been set to Non-repetitive
- The Group Name has been rendered
bold in Add and Modify modes
- Automatic removal of leading
space in Employee ID and Old Employee
ID
- Representation of the Look-up
buttons of Department, Division,
Designation and Category have
been made intelligent
- Message for selecting any Access
Group has been made more informative
- Look and Feel of Option Buttons,
Back color and Fore color of some
fields, have been enhanced
- Facility to Add Employee Photograph
directly from the 'Photograph'
Tag or Page
- The Forms and Labels of the
different Cabinets have been improved
- The header "Employee Other Information"
has been improved with "Employee
Other Information (UDF)"
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to Feature Summary
Introduction
of Calendar facility in "Payroll
- Leaves - Current Entry" module
A
native Calendar has been made
available in "Payroll - Leaves
- Current Entry". This will help
user to view and select the dates
in the required date fields only,
while adding a new leave entry
or changing an existing leave
entry. Calendar is invoked on
pressing Ctrl+L keys.
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The
Quarterly e-TDS Statement of Deduction
(Form 24Q) has been enhanced with
the facility of suppressing employee(s)
having zero TDS / TCS Income Tax
In
order to exclude such employee(s),
having zero TDS / TCS Income Tax,
an option called "Suppress Employee(s)
for Zero TDS/TCS Income Tax Amount"
has been introduced in the "Reports
- eTDS - Form24Q" menu option.
As such, User can now optionally
generate the eTDS statement of
Form 24Q for a selected quarter
by excluding (or by suppressing)
those employees, having Zero TDS
/ TCS Income Tax.
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The
statutory rules for employee's age
can now be configured from the "Company
- Preferences - Company Controls
- Country of Installation" option
itself
As
per the statutory rule, employee's
age should be a minimum of 18
years (in case when the Country
of Installation is set to India).
Except India, there are no such
minimum age restrictions applicable
(whenever the Country of Installation
is set to other countries than
India). PERKS will automatically
calculate age from the two date
fields, i.e. “Date of Birth” and
“Joined On”.
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PERKS
to consider the Weekly Off day during
Leave Review entry
Perks
during the Leave Review Entry
(after the Leave Entry was done)
in subsequent month, when Paid
type of Leave Head is changed
to an Unpaid type of Leave, shall
consider the Weekly Off days (suffixed
or prefixed of the continuous
leave days), defined in Annual
Holiday List. This will remove
negative leave days getting accumulated
against the paid type of leave
head.
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to Feature Summary
The
Scope of Posting of Payroll Data
from PERKS to FACT through the module
"Payroll - FACT General Ledger -
Post Payroll" has been rendered
comprehensive
Henceforth
the Payroll Data of any employee,
having zero Net Salary, will get
posted from PERKS to FACT WINDOWS,
although the employee was having
values in different Heads of Pay
of Allowance and/or Deduction
type. Also for keeping the books
of accounts updated, the individual
Heads of Pay Accounts shall be
updated to their respective GL
Code with different document classes
as mapped for different employees.
PERKS can now do the Posting of
Payroll data to FACT for employees,
despite of their Net Salaries
are found zeros.
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Introduction
of the Dongle (or NetHasp key) information
extraction utility
An
executable program called PERKINFO.EXE
has been made available in the
root folder of PERKS. Upon running
this UTILITY, a popup Window will
appear on screen with a list or
note of Technical information
about the Dongle, being used for
PERKS. This stand alone utility
program is required to run either
from a command prompt or through
the Windows Explorer. You may
also print the dongle information
or send it through email.
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Features
introduced in version 16.01 |
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Password Configuration
- Tailor - made tool for Manager
to devise stringent password policy
The
intended functionality is to provide
the MANAGER to exercise better
control and secure the compliance
of the user within the overall
security scenario and manage the
entire system better. Moreover,
for the sake of maintaining security
and confidentiality of data, the
extent to which every user (i.e.,
every user who may access PERKS
in your organization) shall be
allowed to configure his / her
password is also of paramount
importance. Last but not the least,
the objective is to ensure the
data access security system of
PERKS also conforms to the broad
consensus on System Audit specifications
as laid out by the IT Auditors
from time to time in different
countries.
Keeping
this in mind, the PERKS has been
empowered with a Password Configuration
Module, which would allow the
user i.e., any person who access
PERKS, to define the broad contours
of the password components as
may be required viz Minimum Password
Length, Maximum Password Length,
Password Expiry Period, Erroneous
Attempts Allowed, Password Policy,
Message alarm period before expiry
of passwords etc.
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to Feature Summary
Introduction
of a check to eliminate duplication
of "Account Number with Bank
Name" for employees
Considering,
the volume and comprehensiveness
of the payroll data, it is quite
imperative that any incidence
of duplication of bank account
number (provided, a same number
exists for that bank) for any
employee in Masters / Employees
and Housekeep / Import Data modules
should be restricted. The PERKS
has introduced an intelligent
check that shall keep a tight
vigil for any such occurrences
and on its incidence, also trigger
a warning message to that effect.
This check will be available on
Masters / Employees and Housekeep
/ Import Data / Employees modules
of PERKS. Thus ‘Bank A/c No’ field
in Employee master will prompt
a message and system will restrict
the import process if the user
enters the same account number
with the same bank.
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to Feature Summary
Intelligent
checking of the "Joined On"
field input based upon the Date
of birth info of the employee master
PERKS,
the No Compromise Payroll Solution
brings forth yet another most
useful check during input of data
on the "Joined On" field
of the Employee Masters module,
including importing employee details
through Housekeep / Import Data
module.
Based
upon the date of birth information
of the employee as captured through
the Employee Masters, the system
will keep a close watch on the
"Joined On" field so
that Age of the employee whose
data is being entered conforms
to the statutory prescription
of 18 years or more. In other
words, the system based upon the
"Date of birth" info
will intelligently calculate and
shall disallow any date against
the "Joined On" so that
the computed age is not less than
18 years.
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Features
introduced in version 15.01 |
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| Print
facility from Reports View window
With a click of a button, you can,
now, print the currently viewed
report, right from the Report modules,
itself.
Thus, if you are viewing the Pay
Slip (suppose) - one after the other,
and wish to print the presently
displayed payslip,
then you just need to click the
Print button (the one with the conventional
image of a Printer) on the respective
report
window.
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Generate
Payslip in PDF - More secure and
electronic - friendly format - Encrypt
with Employee ID (**)
PERKS now provides more choice during
the Payroll payslip generation.
Now, onwards, you may export the
output to easy to use PDF (Portable
Document Format). Invented by Adobe,
Portable Document Format (PDF) is
the published specification used
by standards bodies around the world
for more secure, reliable electronic
document distribution and exchange.
You may encrypt the Payslip file
and safeguard its access from
unauthorised persons with Employee
ID. In other words. to gain access
to the payslip file the person
will be asked to provide his/her
Employee ID for authentication.
Adobe®
PDF has been adopted by enterprises,
educators, and governments around
the world to streamline document
exchange, increase productivity,
and reduce reliance on paper. Thus
you may preserve the look and integrity
of your original documents in PDF.
Adobe PDF files look exactly like
original documents and preserve
the fonts, images, graphics, and
layout of any source file - regardless
of the application and platform
used to create it. Share the documents
with anyone. Adobe PDF files have
full text search features for locating
words, bookmarks, and data fields
in reports. No extra entry, No Error,
and certainly, provides maximum
data security to valuable payroll
data.
Back
to Feature Summary
Post
Payroll to FACT - Document Class
supports 15 characters now - More
freedom to define Divisions, Departments
& Employees
Document Class is one of the most
powerful features of FACT. It helps
you maintain Sub Ledgers, Branches,
multiple Depots, and much more.
The new improved Document Class
feature in FACT is a fifteen-character
field that can be broken up into
a maximum of 15 segments.
After the generation of payslip
and non-payslip heads of pay and
the definition of payment in the
Payroll/Payments you can post the
data to FACT. The payroll data is
posted as a Many Debit/Credit Bank/Cash
voucher in FACT. If the posting
is ("Payee") made for multiple employees,
a Many Db/Cr voucher is made for
each of the employee including Division,
Department) marked as Document Class.
The 15 character document class
now provides more flexibility in
defining divisions, departments
& employees while marking the
payroll data into FACT.
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Features
marked (**) are available in PERKS
Enterprise Version only
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Features
introduced in version 14.01 |
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| Form
No 24Q available in Perks now
Perks introduces Form No. 24Q in
the new release. This form (Vide
Section 192 and rule 131 A) is a
Quarterly statement of deduction
of tax under sub section (3) of
200 of the Income Tax Act, 1961
in respect of Salary for the quarter
ended June / September / December
/ March. This form will contain
the details of the salary paid and
tax deducted thereon from the employees.
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to Feature Summary
Scroll
Bar Facility has been introduced
in "Other Information" page in Masters
/ Employees module
The Scroll Bar facility in Employee
Other Information Page will now
enable user to choose the vertical
direction and distance to scroll
through the different fields and
their information in this window
itself. Instead of clicking on Page
Up or Page Down keys, user can now
scroll the data of Employee Other
Information to bring it into view
of portions, that extend beyond
the borders of this window.
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The
File Format of Salary Return - Form
24 (e-TDS) has been made more accurate
Correction made for Flag for Tax
Payable or Refundable
Previously PERKS was returning incorrect
flag (P or N) for TAX Payable or
Refundable. This has been corrected
and PERKS now returns the correct
flag according to the Tax Payable
or Refundable.
Correction made for Remarks column
Previously PERKS was returning numeric
value in column from 518 to 592,
kept for Remarks. This has been
corrected and the Remarks column
now returns the same as whatever
has been mapped against this column.
Correction made for Annexure - State
codes and State Name
The changed State Codes and State
Names have been incorporated as
per the latest Annexure of State
Codes
Correction made for TDS Refundable
amount
The excess amount of TDS, which
has been deducted, was appearing
with zeros, has now been corrected
with its absolute value in the output
file.
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to Feature Summary
The
movement of the body of a report
design in Horizontal and Vertical
direction has been improved (**)
A report design can be scrolled
down, up or can be moved up or down
by pressing the mouse button. Earlier,
the rate of movement of this type
of scrolling, was slower. This rate
of movement has now been faster
and user can handle the report more
efficiently.
Back
to Feature Summary
Features
marked (**) are available in PERKS
Enterprise Version only
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Features
introduced in version 13.01 |
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| Introduction
of the new electronic format of
Form 24 - Annual return of "Salaries"
under Section 206 of Income Tax
Act, 1961
Filing
of e-TDS for Form 24 has become
easy, comfortable, smooth in PERKS.
In accordance with the ITD regulations,
the format of e-TDS for Form 24,
has been designed in PERKS in such
a way, which has an unique and easy-to-use
interface. Since ITD has notified
an "Electronic Filing of Returns
of Tax Deducted at source Scheme"
and has made it mandatory to furnish
their TDS returns in electronic
form (e-TDS Return), so now it has
become applicable to all employers
furnishing their TDS return in electronic
form. PERKS will now generate the
e-TDS of Form 24 very smoothly with
specifying the Salary details of
employees for the financial year,
TDS deductions, Challan details
and other mandatory fields automatically.
The electronic format of Form 24,
which is generated from PERKS, is
accepted and valid, as per NSDL
utility.
Back
to Feature Summary
The
‘Quick Find’ help facility of tagging
employees with ‘Save Tag’ and ‘Load
Tag’ buttons have been introduced
with intelligent user-specific
In
a particular payroll period, the
selection of one or more employees
and entering data, generating Payroll,
generating reports, pertaining to
those employees, are often vital
tasks in PERKS. In order to provide
these facilities with ease of use,
a new functionality has been introduced
which in turn, will provide the
users with a very easy way of recalling
the last tagged employees. Thus
there is no need to remember the
employee codes that are frequently
accessed every time. This enhancement
will help in giving the users a
better interface to work along with
the previous search facilities of
employees. The perspective of this
enhancement will provide additional
functionalities to the existing
tagging facilities in the different
modules, mentioned below, of PERKS
and empower them to use these modules
with more ease. The modules are
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Payroll
/ Heads of Pay
Payroll / Payroll View
Payroll / Payroll Review
Payroll / Generation
Payroll / Attendance Recorder
Payroll / Data Entry / Employee
Other Information’s
Payroll / Stop Salary
Payroll / Resume Salary
Listing / Query / Leave Query
Reports / Payslip, Salary Statement
and others
The characteristics of the
saving and loading tagged employees
becomes more intelligent, based
on user's logon in PERKS. This means
a particular user shall have a set
of tagged employees, which is different
from other PERKS user, having different
set of tagged employees. So just
one click on the button "Load
Tag" will bring all previously
tagged employees by the particular
user, who is currently logged on
in PERKS. Similarly, the "Save
Tag" and "Load Tag"
buttons remain disabled or enabled
based on the selection of Paystructures.
This means the "Load Tag"
and "Save Tag" buttons
will be available, whenever any
employee or employees, belongs to
a particular Paystructure, is/are
previously tagged. On the other
hand, if there is no employee tagged
of a particular Paystructure, then
the Load Tag and Save Tab buttons
will remain disabled at the first
time of selection of this Paystructure.
In case user does any changes (i.e.
tagging more employees or un-tagging
some employees) on the last tagged
employees, the previous tagging
is lost and new-tagged employees
are saved.
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to Feature Summary
Deleting
temporary files from PERKS directory
has been made more powerful
During
PERKS operation, the temporary files
are created for different table
maintenance and transactions by
the PERKS user, who has logged on
in PERKS. These temporary files
are created in PERKS root and PERKS
data directories pointed to by the
"TMP" environment variables.
These temporary files are deleted
whenever user logs out out of PERKS.
This enhancement now designedly
takes care of deletion of all such
temporary files in a more efficient
way and frees up the hard disk space,
which is always required for disk
clean-up maintenance process.
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The
System Reset (SRESET) utility has
been made more robust
Whenever
there is any abnormal shut down
taken place while PERKS is running,
the temporary files, which are created
by the system, remain in the PERKS
installation folder. This file are
not required by the system and unnecessarily
uses up disk space. So in order
to delete these files, the executable
SRESET.EXE, which resides in the
PERKS installation folder, is run.
This utility searches all temporary
files (e.g. .tbk,.tmp or 1$123 etc.)
in PERKS folder and data directories
of the installed companies and clears
those temporarily files and frees
up disk space.
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The
"Housekeep / Reindex Files"
Utility has been made more compact
Various
types of database files are maintained
in PERKS. These files maintain and
store the data in their proper order
for the smooth operation of PERKS.
In order to avoid any error in PERKS,
a regular File Reindex is always
recommended. The module has now
been rendered more compact in order
to cope with index file corruption
cases, more effectively.
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to Feature Summary
Introduction
of two date type fields- "Date
of Joining (Report Period Specific)"
and "Left date(Report Period
Specific)" in Report Writer
(**)
Apart
from the other date fields, these
two new date fields have been introduced
in the Report Writer module, i.e.,
Employee's Join date and Left date.
The above two date fields have been
introduced with a view to get an
added functionality and thus making
the Report Writer more informative.
If these date fields are inserted
in Report writer module, then it
will return (or print) the employee's
Join date and/or employee's left
date, if the Join date or Left date,
of a particular employee, falls
within the selected payroll periods
during runtime of report generation.
If the Join date or left date of
employee does not fall within the
selected payroll period, system
shall ignore these date fields and
shall not show in Report for the
particular employee. The facility
of suppresses printing of these
two date fields is also available.
The significant part of this enhancement
is that user can see the employee's
join date or left date on any report,
whenever a new employee joins or
any employee resigns automatically
in the relevant payroll period(s).
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to Feature Summary
The
empowered Statutory Report Form-6A
PERKS
generates statutory report "Form-6A"
in different columns of Employee
Account Number, Name, Wage, Amount
of Contributions, Employer's contribution
including EPF difference, Pension
Fund, Refund, Rate of Voluntary
contribution etc. This is an in-built
report, generated by the system
in Statutory format. The report
also takes care of the scenario
in which employees, may have two
different Paystructures attached.
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Carrying
Forward of Closing Balance of Leave
made more accurate(**)
While
attaching the Leave Structure, PERKS
calculates the Opening Leave Balance
by carrying forward the Closing
Leave Balance as of the Previous
Leave Structure end date. This carrying
forward of Leave Balance is vital
to the calculation of Leaves for
the current period. So considering
the criticality of this calculation,
the carrying forward of Leave Balances
functionality have been vastly improved
with the release of this version
of PERKS.
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The
Leave Rule based on Service Length
made more accurate (**)
In
sub-module "Masters / Leaves",
the Leave Rule with Prorated distribution
over the whole period option, depends
on the service length of an employee,
has been made more accurate on the
calculation of leave credit days.
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to Feature Summary
The
Leave Import facility in "Payroll
/ Leaves / Current Entry" module
made more robust(**)
Importing
Leave entries (e.g. Leave Start
date, Leave End date, Leave name
etc.), in the Payroll Periods, is
required periodically in PERKS.
This facility is available in the
sub-module "Payroll / Leaves
/ Current Entry". The monthly
Leaves can be imported in PERKS
with or without tagging the option
"Implement date checks in Leave
Fast Entry module" in the Company
Control. This Leave Import facility
has been made more accurate, whenever
"Implement date checks in Leave
Fast Entry module" option is
not tagged.
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to Feature Summary
Introduction
of Error list in the Output file
to DBF format
PERKS
generates an output file in DBF
format, whenever user re-directs
the report to an output file. The
output file contain all information
as per the specification of report.
Now the system has been made more
intelligent while generating the
value of numeric type of Heads of
Pay. If the width of any such Head
of Pay is implemented less than
its generated value, system shall
mark the field with zero in the
respective field and generate an
accurate and comprehensive error
list with the details of Employee
IDs, Employee names, Names of the
Heads of Pay, the incorrect widths
and the desired widths of the Heads
of Pay kept in report design. This
will enable user to trace the error
and rectify in the report design
easily and quickly, so that the
output file, generated by the system,
is correct.
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The
Output file to DBF or CSV format,
in Report Writer module, made more
powerful and accurate (**)
PERKS
has the facility to generate soft
copy in DBF or CSV format from most
of the report designs options. If
user wants to take out a report
in a DBF format, he can do so, similarly
as in other format of CSV, ASCII
also. If the length of any field,
which has been inserted in report
design, is less than the required
or actual length of the field, PERKS
now automatically detects and takes
care in the session of printing
of the field and also generates
error log and gives the details
of Employee Id, Employee Name, Field
Name, width, so as the user can
change the width of field or Head
of Pay in the report design and
create the correct output file.
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to Feature Summary
Selection
of employees based on Division /
Department / Designations / Category
/ Paystructure in "Payroll
/ Attendance Recorder / Current
Attendance Review" sub-module
made more exhaustive and powerful
(**)
Selection
of employees, based on their Divisions
or Department or Designations or
Categories or Paystructures are
now possible in "Payroll /
Attendance Recorder / Current Attendance
Review" sub-module and user
can select the employees by tagging
to any desired miscellaneous masters.
If user wants to select all employees,
who belong to a particular Department,
user can do so by selecting that
Department only and system will
show all the employees, who belong
to that particular Department. Same
facility is available for any Divisions
or Designations or Categories or
Paystructure also.
Back
to Feature Summary
The
"Other Deduction" type
of Loan interface in Loan Master
module made more user-friendly and
comprehensive (**)
An
automatic deduction (Monthly or
Quarterly or Half-yearly) in payroll
computation is normally implemented
from "Masters / Loans"
module in PERKS by defining as "Loan"
or "Advance" or "Other
Deduction". The Loan type deduction
can compute both Principal amount
deduction and Interest amount deduction
as per installment defined, while
the "Other Deduction"
does not compute Interest amount,
it only computes the principal amount
deduction in a flat rate over the
payroll periods. With the release
of this version of PERKS, the selection
option of Methods has been made
automatic as Flat, whenever the
Loan type is selected as "Other
Deduction".
Back
to Feature Summary
The
"Payroll / Payment" module
made fool-proof
The
Salary Payment or Arrear Payment
under Payroll menu has been made
more effective in selection of different
fields. To generate a Payment, user
needs to select the mode of payment,
i.e. Cash/Cheque/Advice/DD, Paystructure,
Bank and Payroll Period. Also user
needs to enter the Payment date
with employees with sorted on their
Id / Name / Designation / Division
/ Department / Category. Selection
of these above fields has
been made more user-friendly.
Back
to Feature Summary
Perks
handles Re-hiring and Re-Termination
cases more robust
Whenever
an employee resigns from the Company,
a termination date is entered in
the Employee Master. PERKS, provides
the facility to enter Termination
Date more than once for an employee
who has resigned from the company
and subsequently re-hired by the
company. Thus it is possible that
a person may be re-hired and subsequently
re-terminated although he or she
has been terminated earlier. This
enabling option (which allows the
same person may be re-hired and
re-terminated) has been made more
robust and sound.
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to Feature Summary
The
help facility on the Look-up of
Paystructure in sub-module "Entered
Once" or "Entered Always"
made more user-friendly
Help
facility on finding the Paystructure
in the sub-module "Payroll
/ Heads of pay / Entered Once"
(or "Entered Always" and
other sub-modules) has been designed
in such a manner that user can view,
sort on the name of all Paystructures
with just a click on the Look-up
button.
Back
to Feature Summary
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|
|
Features
introduced in version 12.20 |
|
|
| |
|
Selection of Employee Id, Employee
First Name and Employee Last Name
in "Listing / Employees" sub-module
made more enhanced and user-friendly
Selection of Employee Id or Employee
Name in "Listing / Employees" sub-module
has been made much easier and user-friendly
whenever user wants to take out
a listing of employee master for
Selective employees. In this sub-module,
whenever the 'Selective' button
is selected user can select either
Employee Id, Employee First Name
or Employee Last Name and can arrange
the selection window in a sorting
order of "Employee Id" or "Employee
First Name" or "Employee Last Name"
as per requirement. A Pattern searching
facility has also been introduced
so that user can quickly locate
the desired employees with minimum
effort.
Back
to Feature Summary
Menu
option "Reports / Form 7" has been
enhanced and improved with the latest
statutory changes in ESI computation
According to the new ESI rule, the
ESI - Form 7 report shall now show
all employees who have employees
contribution to ESI as well as those
employees who do not have employees
contribution but have employers
contribution to ESI due to their
Daily or Monthly wage falling below
Rs 50.
Back
to Feature Summary
The
interface and functionality in Leave
Current entry has been improved
The menu option "Payroll / Leaves
/ Current Entry" shall now show
the details of all leave entries
of first employee, valid for the
selected Leave Period. This means,
whenever user selects this module,
PERKS will show the leave entries
along with leave opening, taken,
accrued, adjust and closing balance
of the first employee. The upper
frame of this interface shall display
the leave entry details and the
lower frame shall display the Leave
Status details of the employee.
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to Feature Summary
Employee
Selection screen in "Payroll / Heads
of Pay" for split case has become
more accurate and user-friendly
PERKS is able to provide the double
Paystructures data entry screen
for those employees, who have multiple
(same or different) Paystructures
attached in the same Pay Period.
Under this circumstances, different
split windows are enabled in order
to do data entry for both Paystructures
in the sub-modules of "Payroll /
Heads of Pay" module. Previously
system used to show incorrectly
the split employees whenever "Selective"
button used to be selected, where
split windows were not appeared.
With the release of this version
of PERKS, the data entry can be
done in both ways, i.e. selecting
by the radio button of "All Employees"
or "Selective" with split window
accurately opened by the system.
Back
to Feature Summary
Selection
of Employee Id and Employee Name
in "Payroll / Data Entry" sub-modules
made more enhanced and user-friendly
Selection of Employee Id or Employee
Name in "Payroll / Data Entry" sub-modules
has been made much easier and user-friendly
whenever user uses the Payroll /
Data Entry sub-modules. Now user
can select either Employee Id or
Employee Name and can arrange the
selection window in a sorting order
of "Employee Id" and "Employee Name"
as per requirement. A progressive
searching facility has also been
introduced so that user can quickly
locate the desired employee and
enter leave details with minimum
effort.
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to Feature Summary
Selection
of Paystructure in Payroll / Heads
of Pay sub-module made more enhanced
and user-friendly (**)
Selection of Paystructure Master
in "Payroll / Heads of Pay/ Entered
Always" or Entered Once or other
Adjustment Modules and Supplementary
Adjustment modules has been made
much easier and user-friendly whenever
user selects the desired Paystructure.
Now user can arrange the selection
by Paystructure Name with ascending
or descending facility. Also the
progressive searching has been introduced
so that user can quickly find out
the desired Paystructure name.
Back
to Feature Summary
Maximised
Entry interface for all types of
Heads of Pay data entry
All modules under Payroll / HOP
have been improved such that the
data entry screens now shows maximum
width which will ease data entry
work in HOPs. This will also enable
the users to view more HOPS at once
without panning the data entry screen.
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to Feature Summary
Selection
of Employee Id and Employee Name
in "Listing / Query / Leave Query"
sub-module made more enhanced and
user-friendly (**)
Selection of Employee Id or Employee
Name in "Leave Query" module has
been made much easier and user-friendly
whenever user takes out the Leave
Status of selective employees for
a defined period. Now user can select
Employees by arranging the Employee
Id or Employee First Name or Employee
Last Name and can arrange the selection
window in a sorting order of "Employee
Id" and "Employee First Name" and
"Employee Last Name" with Ascending
or Descending Order as per requirement.
The Pattern searching facility has
also been introduced so that user
can quickly find out the desired
employee.
Back
to Feature Summary
Selection
of Employee Id and Employee Name
in "Payroll / Leaves / Current Entry"
and "Payroll / Data Entry / Leave
Fast Entry" sub-modules made more
enhanced and user-friendly (**)
Selection of Employee Id or Employee
Name in "Leave Current Entry" or
"Leave Fast Entry" modules has been
made much easier and user-friendly.
Now user can select either Employee
Id or Employee Name and can arrange
the selection window in a sorting
order of "Employee Id" and "Employee
Name" as per requirement. A progressive
searching facility has also been
introduced so that user can quickly
locate the desired employee and
enter leave details with minimum
effort.
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to Feature Summary
Improved
interface in all sub modules under
"Payroll / Heads of Pay"
The interface or screen in Entered
Always or Entered Once and other
modules have been made much more
user-friendly and informative. User
can now enter their payroll data
in the same screen where the employee
id, name is fixed on left side and
HOPs are scrolled.
Back
to Feature Summary
Selection
of Table in "Masters / Tables" sub-module
made more enhanced and user-friendly
A Table master is a made-to-order
tool, which is created for calculating
Heads of Pay on different ranges.
With this new enhancement of PERKS,
selection of Table Master has been
made much easier and user-friendly.
Now, the user can select Table Master
based on the Table Short Name, Table
Description, Table Type and Table
Currency and can arrange the selection
Window in a sorting order of "Table
Short Name", "Table Description",
"Table Type" and "Table Currency"
as per their requirement. A progressive
searching with ascending or descending
order facility has also been introduced
so that user can quickly locate
the desired Table Master.
Back
to Feature Summary
Auto
select of Single Attendance Class
in "Payroll / Heads of Pay / Piece
Rate Entry" and "Payroll / Heads
of Pay / Review Piece Rate Entry"
The Project, Rate, Quantity etc.
of the Piece Rate Entry is normally
entered from Payroll / Heads of
Pay / Piece Rate Entry and is reviewed
from Payroll / Heads of Pay / Review
Piece Rate Entry modules. Whenever
there there is one Attendance Class,
users do not have to select the
Attendance Class from the drop down
menu option. PERKS has a facility
to auto select that Attendance Class.
In case there are more than one
Attendance Class, PERKS gives the
option to select the desired Attendance
Class from the drop down menu option
also. The validation and the selection
of Attendance Class or Attendance
Classes is logically done by the
system. With this release of this
version of PERKS, this process has
been made more effective and foolproof.
Back
to Feature Summary
Selection
of Employees in "Payroll / Heads
of Pay - Entered Once or Entered
Always" sub-module made more enhanced
and accurate
PERKS provides the facility of entering
data for all employees or for selective
employees. For selective employees,
user has to select the radio button
'Selective' whenever this is required.
Previously PERKS used to proceed
to the next screen for tagging or
selecting the Heads of Pay, even
after no employees were tagged or
selected from the 'Selective' button.
This was logically incorrect because
without selecting any employees,
no Heads of Pay should appear. With
the release of this version, this
has now been corrected with a validation
and message of selection of employees.
Back
to Feature Summary
Interface
in "Payroll / Data Entry / Entered
Once, Entered Always & Others"
sub-modules made enhanced and improved
in case the entry is done either
for all employees or for selective
employees
Payroll data is normally entered
from "Payroll / Data Entry" sub-module.
The entry can be done in different
manner, depending on the user's
choice, i.e. all employees with
all Heads of Pay or all employees
with selective Heads of Pay or selective
employees with selective Heads of
Pay etc. All these entries have
been made more user-friendlier and
user has to put minimum effort during
the session of data entry.
Back
to Feature Summary
Selection
of employees in "Payroll / View,
Payroll / Review, Payroll / Stop
Salary, Payroll / Data Entry / Employee
Other Information and Payroll /
Data Entry / OT and Other Benefits"
modules made more enhanced and user-friendly
(**)
With this new enhancement of PERKS,
selection of employees has been
made much easier and user-friendly.
Now, the user can select employees
based on Employee Id, Employee First
Name or Employee Last Name and can
arrange the Selection Window in
a sorting order of "Selected", "Employee
Id", "Employee First Name" or "Employee
Last Name" as per their requirement.
A progressive searching facility
has also been introduced so that
user can quickly locate the employee(s)
with minimum effort.
Back
to Feature Summary
Selection
of Employee Id and Employee Name
in "Payroll / Leaves / Current Entry"
sub-module (whenever Date check
option is disabled in Leave Module)
made more enhanced and user-friendly
(**)
Selection of Employee Id or Employee
Name in "Leave Current Entry" module
has been made much easier and user-friendly
whenever user uses the Leave entry
screens (with Date check option
is disabled). Now user can select
either Employee Id or Employee Name
and can arrange the selection window
in a sorting order of "Employee
Id" and "Employee Name" as per requirement.
A progressive searching facility
has also been introduced so that
user can quickly locate the desired
employee and enter leave details
with minimum effort.
Back
to Feature Summary
Employee
Masters module - made more robust
The Employee Masters module of PERKS
has been made robust and intelligent.
The system will henceforth pop-up
a user-friendly message when the
user shall try to modify Address
or Other Info of an Employee who
has already resigned. The message
will pop-up on clicking the “Address”
or "Other Info" option available
on the Master/Employees window informing
that the concerned employee has
left the company and System will
not allow to enter any address book
or other information data for that
employee.
Back
to Feature Summary
PERKS
Login Screen made much more easier
and user-friendly
The PERKS login Screen has been
made much more user-friendly. The
login process becomes much easier
as system now allows you to login
into PERKS by minimizing the number
of keystrokes. Thus it proves to
be an absolute time saver.
Back
to Feature Summary
Enhanced
Quick Find facility introduced (**)
Selection of records have now been
made more powerful and easy with
the introduction of Quick Find facility.
The selection is activated by a
double-click or enter. The progressive
searching facility has also been
introduced by which user can locate
the desired record, either by typing
the record or just few characters.
This feature has been introduced
in the following module :
- Masters / Group Calculation /
Define Components
- Masters / Leaves
Back
to Feature Summary
Selection
of employees in "Payroll / Attendance
Recorder / Current Attendance Review"
sub-module made more enhanced and
user-friendly (**)
Selection of employees in "Payroll
/ Attendance Recorder / Current
Attendance Review" sub-module has
been made much easier and user-friendly
whenever user wants to find out
any employee from the list of employees.
In this sub-module, whenever the
'Selective' button is selected,
user can select single or multiple
employees and can arrange the selection
Window in an ascending or descending
order on the "Employee Id" or "Employee
First Name" or "Employee Last Name"
as per requirement. A Pattern searching
facility has also been introduced
so that user can quickly locate
the desired employee or employees
with minimum effort.
Back
to Feature Summary
Improved
Help implemented on Initial button
of Employee Id and Employee Name
in "Listing /Query / Loan Query"
sub-module (**)
The help on Initial button of Employee
Id or Employee Name in "Listing
/ Query / Loan Query" sub-module
has been improved. This new help
will enable the users more flexibility
in sorting, finding and maneuvering
the Employee Id or Employee Name
in general.
Back
to Feature Summary
Interface
in "Masters / Attachment / Project
- EDIT" sub-module made enhanced
and improved with Windows XP visual
styles (**)
Different Projects with their different
quantities and rates are entered
from "Masters / Attachment / Project
- EDIT" sub-module. The interface,
of entering Projects for different
employees, has been made more user-friendlier
with proper validation in the data
fields to validate the entries.
Back
to Feature Summary
Interface
in "Reports / Data Warehouse Reports"
sub-module made enhanced and improved
with Windows XP visual styles (**)
HR information are kept in different
Cabinets and Folders in Employee
Master and based on This information
, reports can be taken out from
"Reports / Data Warehouse Reports"
module. The interface of selecting
the Attendance Class and Payroll
Periods in this screen has been
made more user-friendlier with proper
validation in the data fields to
validate the entries.
Back
to Feature Summary
Interface
of Group Master in "Masters / Employees"
enhanced and improved with Windows
XP visual styles
User can keep all information of
an employee in a sorted manner by
using different Groups in "Employee
Other Information" page. The Groups
are created in the Employee Master
in order to display all fields (which
have been created in Employee Other
Information) in structured manner,
where each field of Employee Other
Information is mapped to a particular
Group. Thus when all fields are
mapped to all respective Groups,
the Other Information screen displays
all Groups with their relevant fields
attached to it. The interface of
the Group Master has been made more
user-friendlier with proper validation
in mapping fields to the individual
Groups.
Back
to Feature Summary
Entering
data in Employee Other Information
is now possible even after putting
the Left Date and Rehire Data in
Masters / Employees module
On a particular situation, when
the Left Date was entered to an
employee and again when the Rehire
Date1 was entered for the same employee,
system wrongly used to disallow
user to access the Employee Other
Information. This has now been corrected
and made more intelligent and accurate
to ensure that whenever any Left
Date is entered for an employee
and whenever the Rehire Date1 (or
even Rehire Date2 after Retermination
Date1 is put) is entered for the
same employee, system will allow
user to enter data of Employee Other
Information.
Back
to Feature Summary
Improved
Help implemented of Employee Id
and Employee Name in Payroll / Loans
and Advances Entry sub-module (**)
The help on Initial button of Employee
Id or Employee Name in "Payroll
/ Loans and Advances Entry" sub-module
has been improved. This new help
will enable the users more flexibility
in sorting, finding and maneuvering
the Employee Id or Employee Name
in general.
Back
to Feature Summary
Back
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|
|
Features
introduced in version 11.20 |
|
|
| |
| Selection
of single Paystructure and single
Attendance Class made automatic
in all entry modules of "Payroll
/ Heads of Pay"
Selection
of Paystructure and Attendance class
in all entry modules has now become
much easier. In order to provide
ease of entry;a new functionality
has been introduced, which will
automatically select the Paystructure
of the corresponding Attendance
Class, provided there is only one
structure attached to it. However,
for those Attendance Class which
have multiple Paystructures, the
users shall have the option to select
the desired Paystructure. This will
save users time and effort. This
facility has been incorporated in
'Entered Always', 'Entered Once',
'Adjustment - Allowance', 'Adjustment
- Deduction', 'Adjustment - Others',
'Supplementary Adj- Allowance',
'Supplementary Adj - Deduction',
'Supplementary Adj - Others', 'Calculated
& Overridden' and 'Arrears Review'
modules.
Back
to Feature Summary
New
enhanced Quick Find Facility in
Employee Master
The
Payroll and HR related information
are stored in the Employee Master,
like Joining Date, Date of Birth,
Division, Department, Designation,
Category, Paystructure, Leave Structure.
It is often required to search and
identify specific employees, based
on certain criteria. PERKS allows
the users to do the same with the
facility of Quick Find in the Employee
Master module. In this version a
sort option has been introduced
on Employee ID, Employee First Name
and Employee Last name of the Employee
Master Module to enhance the Quick
Find feature further. Also an incremental
search has been incorporated, which
will guide user to find out the
particular Employee directly by
means of typing the First Name or
Last Name of the Employee or the
Employee Id. With the release of
this version, this enriched Quick
Find module has been made more intelligent.
Back
to Feature Summary
Copy
Codes from another Company made
more enhanced and user-friendly
Whenever
a Company is created, all master
data are required to be defined
in a Payroll system. In order to
reduce the time and chances of mistakes
of entry for creating the masters,
PERKS has the menu option to copy
such Masters from another company.
This option is known as "Copy
from another Company", where
user can copy single or multiple
masters of Attendance Class, Paystructure,
Employee, Leave, Division,
Department, Designation, Categories,
Title, Bank, Company Other Information,
Tables, Loans & Advances and
Report Designs. The layouts of the
screens, is made more intuitive
and easy-to-use.
Back
to Feature Summary
Copy
Codes / Report Designs -Selection
screen has become more robust and
user-friendly
PERKS
is able to copy different Report
Designs from the source Account
into the currently open account.
The Report Name selection dialog
box has been made more intelligent
and user-friendly. The display has
also been made more descriptive
and it should help in understanding
the Report type definition better.
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to Feature Summary
Tagging
of Heads of Pay in Data Entry modules
has been made optional
A
new option has been introduced in
the module Company / Preferences
/ Company controls / Configuration
namely "Selective HOPs for
Payroll Data Entry Modules".
Those who do not wish to tag selective
HOPs and wish to make data entry
for all HOPs shall keep this checkbox
untagged. By deafult, the checkbox
will appear selected and it is an
absolute time-saver because we always
make data entry into few selective
HOPs.
Back
to Feature Summary
Company
/ New module now introduces a new
option “Create a Blank Company and
Restore Data From” to restore a
backed up data while creating a
new company - an absolute
time-saver
During
Company Installation, PERKS, now
provides a new facility to install
a new Company and restore a backed
up data from a specified data location
into the newly created Company at
one go. Before the actual
restoration starts, PERKS verifies
whether the data backup is Password
Protected. In case, the backup is
Password Protected, the System will
prompt you to key in the requisite
Password for restoration to proceed.
For novice, selecting Sample Data
options are also available.
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to Feature Summary
Employees
selection on Divisions / Departments
/ Designations / Categories or Paystructures
– Screen improved
Selection
of all employees or some employees
are critical during a payroll generation
period. A user can do payroll generation
for all employees or selective employees,
based on his/her requirement. In
case of selective employees, user
can also tag the employee by
selecting their respective Divisions
/ Departments / Designations / Categories
or Paystructures. This feature will
come very handy when tagging is
required on division-wise, department-wise
etc.
Back
to Feature Summary
Audit
Trail will now keep track of the
module “Open or Close Periods” too
The
facility of Audit Trail for the
module of Open or Close Periods
has been introduced in this version.
PERKS users often use this module
to close the payroll period after
completing the payroll generation
successfully. Also for some typical
cases, the already closed periods
are needed to be opened for correction.
With the introduction of this
facility, any change done to open
or close the periods will be tracked
with date, time, user and action
and can be viewed through the module
Listing / Audit Trail - Module Wise
/ Open or Close Periods / Weekly
/ Monthly.
Back
to Feature Summary
Audit
Trail will now keep track of the
module “Period Definition”
The
facility of Audit Trail for the
module Period Definition has been
introduced in this version. This
should render the task of monitoring
of data entry easier for tracking
any changes made in the module "Masters
/ Period Definition / Weekly / Monthly".
Hence-forth if the Audit Trail option
for this module is activated through
"Company / Preferences / Company
Controls" option, PERKS will
also maintain a detailed tab about
the user's activity pertaining to
this module, with reference to user's
access date and time, type of activity
done, etc. This module has been
made powerful, fast and easy-to-use
for users to address the security
related issues which are very critical
in a Payroll system like PERKS.
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to Feature Summary
The
Payroll Arrear Calculation has been
made accurate
PERKS
is capable of handling multiple
types of Arrear Calculations which
is an inevitable part of any Payroll
Accounting system, seamlessly. The
Arrear calculations include multiple
periods arrear, retrospective effect
in subsequent month, increase or
revision of salary, etc. which are
often highly complicated. With the
release of this version, the calculation
of arrears has been made accurate
and foolproof.
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to Feature Summary
Report
Writer Module made user-friendly
and enhanced
As
usual, PERKS has it's native Report
Writer. By this user can create
/ change / delete various report
designs. This Report Writer is available
at 'Company / Special / Report Writer'.
User can always do addition, modifications
in the Report Designed and can also
save the report design in another
name. Mass Delete option added in
this module. The report name can
be upto fifty characters (spaces
or special characters not allowed)
long. Selection of text fields,
report designs, modification and
saving with a different name have
been enhanced and made more user-friendly.
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to Feature Summary
Introduction
of default Enter key for closing
the Popup Window while opening any
company
Whenever
any company is opened, PERKS always
helps user with a popup window,
where it shows the Name of the Attendance
Class, Period Description, Payroll
Period Start Date and Payroll Period
End Date of all currently opened
payroll period(s) respectively.
Once user knows about the information
of Payroll period(s), the popup
window is required to be closed.
Users can now use the Enter key
to close this window. Esc key and
Alt+C keys aslo perform the same
task as usual.
Back
to Feature Summary
Company
Control screen made more structured
and user-friendly
The
Company Controls, Company Other
Information, Configuration pages
have been re-designed and made more
simpler and easy-to-use.
Back
to Feature Summary
PERKS
Company creation and modification
module powered by Auto Complete
feature
Previously,
it was compulosry for the PERKS
users to enter the Company Name,
Company Address all over again while
creating a new Account or modifying
any existing Account. With
the release of this version, the
users are gifted with the power
packed feature of Auto Complete.
No need of typing the similar texts
anymore. This is real time-saver.
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to Feature Summary
A
“Total amount in Words” can
be printed with or without Rounding
off the decimal part
PERKS
can generate and print the total
amount of numeric Head of Pay /
field for some or all employees
for a specific payroll period. This
total or cumulative amount can be
configured to round off to Lower
or Higher or Closest amount. This
is required when the total amount
of some or all employees are required
to be printed with or without the
decimal part in the report. Similarly,
when the total amount is required
to be printed in Words, the round
off parameter is also required for
keeping a parity between the totaled
amount in figures and words. With
this release of PERKS, this facility
has been incorporated in the properties
of the fields called "Total
in Words", "Total in words
line 1" and "Total in
words line2".
Back
to Feature Summary
Windows
XP Look and Feel introduced in "Undo
Posting to Fact"
To
modify a payment, which is already
posted to FACT, the module "Undo
Payroll Posting" is run. Module
"Payroll / FACT General Ledger
/ Undo Posting" in which user
can undo such Payment posting is
made more user-friendly screen,
and XP Look and Feel has been introduced.
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to Feature Summary
Windows
XP Look and Feel introduced in "Payroll
/ Payments / View Payments"
The
“View Payments” or “Delete Payments”
has been made more user-friendly,
and XP Look and Feel has been introduced.
Back
to Feature Summary
Posting
to Fact has become more fast and
accurate
Payments
for employees under different Paystructures
are made from the module Payroll
/ Payments. It gives the facility
to select Attendance Class, Periods,
Bank / Cash, Posting Date, Payee
etc. for which the posting will
be made. This modules has been enhanced
for better performance. In this
release XP Look and Feel has been
also introduced in this module.
Back
to Feature Summary
Module
Masters / Payment Rules made user-friendly
There
is a facility to define payment
rules through module Masters / Payment
Rules. Better look and feel has
been introduced in this module.
Now defining the Payment Rules become
very easy.
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to Feature Summary
Security
Grouping for Heads of Pay made more
foolproof
The
interface of Tagging Security Groups
for Heads of Pay defined in PERKS
has been rendered more robust in
the current version. Users
can tag the desired Security Groups
and can provide View and Edit rights
for the Head of Pay to selective
security groups through this module
with minimum effort.
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to Feature Summary
Masters
/ Piece Rate Definition /Project
Definition module made more intelligent
and robust
The
interface of defining a Project
or Product has been made extremely
user-friendly in this version. Defining
information such as Project Master,
i.e. Input Rates and Values of different
Piece Rates, rates and values of
the Projects and tagging or untagging
facility of the respective Paystructures
are entered in the respective grids
without any extra effort. This module
has been enhanced in such a way
that all This information
can be entered with utmost ease
for the implementation of Piece
Rate Masters, Project Masters with
their rates and values.
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to Feature Summary
PERKS
Message made more context specific
for Master and Data Migration modules
PERKS
takes care of Data Migration of
masters and data files automatically
after running Web Update for any
version, which require changes in
storage data structures. PERKS migrates
the Master and Data and makes the
data ready for the current version
of PERKS. During data migration,
the system may encounter errors
due to some discrepancies, e.g.
shortage of disk space, data files
missing etc. As a result of these
types of errors, the status will
show "FAIL" for the company
and will throw a message that PERKS
was unable to migrate all the companies
to the current version and has created
a Log File. All the possible causes
about why the migration failed are
logged in the Log File for each
of the companies. This Log File
can be viewed later from the current
directory of PERKS. With the release
of this version of PERKS, if the
Data Migration encounters any failure
during data migration, it displays
a failure message and will inform
the PERKS Users about the possible
cause of failure through generated
error log file.
Back
to Feature Summary
Data
Restoration in PERKS made smoother
Restore
Data is one of the most vital utilities.
Users can restore valid backup data
in any company. The internal engine
of Restore has been improved for
speed. Further improvements in the
interface of Restore Data Module
has been done.
Back
to Feature Summary
Reindexing
File Window has been made more informative
Reindexing
data file option "Housekeep
/ Reindex Files" and "Sreindex"
module has been enhanced and now
it will display “Progress of Reindexing”
with corresponding File, Mode, Status
and Records.
Back
to Feature Summary
Master
Modules like Attendance Class, Employee
& Paystructure are improved
Using
master module like Attendance Class,
Employee and Paystructure are very
common and critical. Several improvements
have been made in the interface
of these modules which includes
displaying the labels of mandatory
fields in bold. It will help user
to enter data with ease and avoid
any kind of confusion.
Back
to Feature Summary
The
Company Lookup Dialog box has been
improved in Company/New, Company/Change
and Company/Delete modules
In
this new version of PERKS, the Company
Lookup Dialog Box has been improved
in Company/New,
Company/Change
and Company/Delete
modules to accommodate the entire
company description. No more confusion.
No more short-names to remember.
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to Feature Summary
Enter
Key and Double click of Mouse support
In
the module Master / Paystructures,
If user wants to select any Heads
of Pay (HOP) from the grid, then
he can select particular Head of
Pay either by pressing enter key
once or by double click of mouse.
In
the module Master / Employee, if
user want to select any employee
from the lookup screen, then he
can select particular employee either
by pressing enter key once or double
click of mouse.
Back
to Feature Summary
Quick
find screen in Masters / Employees
module and Tagging of Employee Screen
has been given better look and feel
The
Employee Id, Employee First Name,
Employee Last Name now wears a more
prominent look (gets highlighted
/ bold on selection) in the Quick
Find option in Masters / Employees
module. This will help the users
in noticing the currently selected
column much more easily. Ascending,
descending sorting order is available
for all the columns. These features
are also available in the tagging
screens of Employee.
Back
to Feature Summary
The
Employee Other Information screen
has been enhanced and optimised
with the Groups, Field descriptions
& the values properly aligned.
List field has been optimised in
order to display the larger list
values accurately
The
employee other information screen
which accepts values for User Defined
Fields (UDF) for employees have
been improved with respect to interface
and it has also been enlarged to
accommodate more UDFs. With the
release of this version of PERKS
the Employee Other Information screen
has been improved even further for
better viewing. The List type field
of User Defined Field (UDF) which
accepts specified values for Employee
Other Information have been improved
to accommodate the maximum width
of the list values.
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to Feature Summary
Enhanced
flexibility in Termination Date
and Paystructure Attachment Date
in Employee master
Facilities
are given to users, while entering
data in the Employee Master, which
includes adding or modifying the
Paystructure Start Dates or Left
Dates, Rehire Dates etc. PERKS handles
all such validations efficiently
and exactly especially in cases
where user enters Termination Date,
Rehiring Dates, New Paystructure
Dates, Left Dates etc. which are
stored in the databases with impeccable
accuracy. With the release of this
version, the processing of Employee
Master module has been made more
robust.
Back
to Feature Summary
Back
to Top
|
|
Features
introduced in version 10.01
|
| |
| The
major highlights of the features
introduced in
PERKS version 10.01 are
provided underneath. Click the links,
below, associated with each feature,
to view the details on how you can
enhance your payroll accounting
architecture with the new facilities
|
| |
| |
|
Company
Creation, Modification and Deletion
Screens given an enriched look and
feel
With
the release of this version of PERKS,
the Company Master module has been
given a facelift to look much better
as well as be more user-friendly.
The features which have been introduced
are:
|
-
Introduction
of a set of Option buttons for
quick start company selection
for different countries or an
unconfigured company for advanced
users.
-
Proper
labeling of addresses lines.
|
| In
addition to the above, the layout
of the controls have been improved
substantially to make it more professional
looking.
Back
to Feature Summary
Sample
Data Installation feature introduced
Besides
the usual functionalities of Company
creation module, the interface will
include an option for installation
of Sample Data along with the creation
of a new company.
With a view to set up PERKS with
sample data which are readily available
during the creation of a new company,
the following four sample data will
be available for users. |
-
Quick
Start Company - India
-
Quick
Start Company - Malaysia
-
Quick
Start Company - Singapore
-
Blank
Company for Advanced Users
|
| The
first three options are self-explanatory
and contain sample implemented data.
If user wants to start fresh implementation
in the newly created Company, the
fourth option "Blank Company
for Advanced Users" has to
be selected. Further, this enhancement
will give a much better look to
the Company Master Module, and thus
would help satisfy the demands of
the common user to a great extent.
Back
to Feature Summary
Introduction
of the enhanced and enriched user
interface for Restore Data module
The
interface of Data Restoration is
extremely user-friendly. So much
so that a payroll layman can even
use it with no extra effort. For
restoring a backed up data, an user
needs to perform the minimal number
of steps which are indicated the
source of the data and confirm if
the backed up data does not belong
to the current account. This version
of PERKS will automatically show
the path from where the last successful
data restoration was made and also
some extra details like the space
required for restoring the data
and free space needed to restore
the data. Before the data is restored,
PERKS checks the integrity of the
data, such as whether the data is
password protected or not, whether
enough disk space is available to
restore data successfully and whether
the path mentioned by the user is
a valid path or not. Once all these
verifications are checked and found
to be okay, PERKS initiates the
process of data restoration and
once it is complete, it displays
a message confirming the completion
of the data restoration process.
Back
to Feature Summary
Audit
Trail Facility introduced in Paystructure
Master definition
PERKS
is flexible enough to create, modify
and delete Paystructures along with
the Heads of Pay for the proper
computation of salary of the employees
of the organisation. This version
of PERKS introduces the ever-strong
facility of Audit Trail in the Paystructure
Master module. If the facility is
triggered on through the Company
Controls module, each and every
activity including Addition, Modification
and Deletion of Paystructures through
Masters / Paystructures will be
tracked and as per requirement displayed
in reports through Listing / Audit
Trail Modulewise.
Back
to Feature Summary
Introduction
of Audit Trail Facility for Heads
of Pay Definition
In
PERKS, multiple Paystructures with
varied Heads of Pay can be created
by the users. The users can set
the attributes related to any Head
of Pay pertaining to Type of HOP,
Length of Field, Formula, Entered
Amount or Entered Value, Head of
Pay rules related to Effect on Leave,
Prorate Rules, Split Calculation
Rules, Arrear Rules and so on. With
the release of this version of PERKS,
any Addition, Modification or Deletion
related to the Heads of Pay Attributes,
Rules, or Formula can now be tracked
with the details of the Action taken,
User Name, Date and Time by just
triggering on the Audit Trail Facility
for Heads of Pay Definition in Company
Controls module.
Back
to Feature Summary
Introduction
of the Audit Trail of the
Employee
Master, Address and Photograph
PERKS
can store all Payroll and HR information
including employee's Photograph.
This information include Employee
Id, Old Id, Corporate Id, First
Name, Last Name, Date of Birth,
Date of Joining, Rehire Date, Termination
Date, Left Date, Confirmation Date,
Qualification, Sex, Marital Status,
Bank Details, Division, Department,
etc. Any changes done in any field
mentioned above, is stored internally
by the system automatically. PERKS
keeps a detailed track of all those
changes. From this version of PERKS,
if user wishes to generate a report
of all these changes, PERKS gives
the facility to do so from "Listing
/ Audit trail - Module Wise / Employee"
module.
Back
to Feature Summary
Introduction
of Audit Trail of the Paystructure
Attachment details in Employee Master
In
PERKS, a separate page for Structure
is available, where the Paystructure
details, i.e. Paystructure Short
Name, From Date, To Date, Applied
Date, and the corresponding Division,
Department, Designation, Category,
Access Group are entered. In case
the employee gets promoted to a
different Designation or gets transferred
to a different Division, Department,
Category or the Access Group is
changed, the required Paystructure
is added applicable from a date
with relevant Division or Department
or Designation or Category or Access
Group. PERKS keeps the history of
all these changes - date, time and
user wise. With the release of this
version of PERKS, the entire history
is now available from "Listing
/ Audit Trail- Module Wise/Paystructure
Attachment" module.
Back
to Feature Summary
Introduction
of the Audit Trail for Employee
Other Information
The
Audit Trail facility in PERKS now
provides the details of addition,
modification and/or deletion of
the fields, defined in the Employee
Other Information module. If any
user modifies any existing field
in terms of its attributes, PERKS
will keep track of all these changes
and can generate the Audit Trail
report for Employee Other Information,
whenever required. If any Employee
Other Information field is deleted,
willingly or un-willingly, PERKS
will also keep track of the action
with user name, date, time and the
name of the field. With the release
of this version of PERKS, the history
of action on all defined Employee
Other Information fields will make
the life of the users totally secured.
Back
to Feature Summary
Introduction
of Audit Trail facility for Leave
Structure Attachment in Employee
Master
The
Audit Trail report is now available
for the addition, modification and/or
deletion of Leave Structure attachment
from the page "Leaves"
in the module of Masters / Employees.
PERKS handles all the Leave Structure
attachment details in the employee
master and with this release of
this version of PERKS, the history
of changes of the Leave Structure(s)
attached is now readily available
through the module Listings / Audit
Trail - Module Wise / Leave Structure
Attachment. PERKS will show the
From Date, To Date of the current
attached Leave structure along with
the history of previous leave structure(s),
if any, with the date, time, user
name and action about the changes.
This Leave Structure attachment
audit trail report is shown in the
order of employee id numbers.
Back
to Feature Summary
Introduction
of Rounding Off facility in Report
Writer
A
very strong and useful functionality
has been introduced with this version
of PERKS, which is capable of rounding
off a figure, wherever the built-in
function "Total on a Numeric
field" is available. Users
can now use this Rounding-off facility
dynamically during report generation
to get the rounding off the way
they wish to. A new parameter has
been provided in the reports that
can be selected to enable the rounding
off feature. The rounding off facility
is applicable on "Total on
a Numeric field" for heads
of pay, fields defined in Employee
Other Information, Company Other
Information and defined fields of
report writer.
Back
to Feature Summary
Linking
Detailed Error Information, if any,
to Payroll Generation
PERKS
processes and calculates the Numeric
Payroll Heads through the module
Payroll generation and makes the
data ready for payments and statutory
reports. During Payroll Generation,
the system may encounter errors
due to some discrepancies, e.g.
mistakes in data entry;divide by
zero error, etc. As a result of
these types of errors, all the information
of Employee, Heads of Pay and the
errors are logged in the system.
This error information file can
be viewed later on from the menu
option "Listing /Error Information
/ Generation module". With
the release of this version of PERKS,
if the system encounters any error
while generating payroll, it displays
a "Yes/No" message as
to whether the user wants to view
the error log and on confirmation
the error log file will be directly
opened for the user to view.
Back
to Feature Summary
Display
of Menu option for Payroll / Generation
/ Mid Period module made more intelligent
If
any company of PERKS does not have
Mid Period defined in the system,
then the menu 'Mid Period' under
Payroll / Generation is suppressed.
With the release of this version
of PERKS, this menu is activated
only when the user defines Mid Period
through Masters / Mid-Period Definition
option and thus is less prone to
confusion.
Back
to Feature Summary
Menu
option for Open/Close Periods module
made more intelligent and attractive
Depending
on the Attendance Class and its
attributes, PERKS creates the Payroll
Generation Period intervals, i.e.
Monthly, Weekly, Daily or Hourly
with specified From and To Date
ranges. Based on these period definitions,
PERKS computes and displays all
payroll data for the employees.
As a gift to the users of PERKS,
this version introduces more intelligent
menu options for Open/Close Periods.
If any of Attendance Classes, defined
in the Company, does not have the
payroll generation period intervals
as Daily or Hourly, then the corresponding
menu option will not appear at all
to avoid any kind of confusion for
the user.
Back
to Feature Summary
New
menu "Listing / Current Periods"
has been introduced for viewing
the currently opened Payroll Period
PERKS
is capable of handling multiple
Attendance Classes with different
Payroll generation periods with
Start Dates and End Dates for different
types of employees falling under
different categories. It is often
required to know about this information
such as what is the currently Payroll
Generation Period opened for a particular
Attendance Class and so on. PERKS
now gives the details of Attendance
Class, Payroll Generation Period
Description, Payroll Generation
Start Date and Payroll Generation
End Date either through menu (Listings
/ Current Periods) or when a company
is opened. This module gives a clear
picture of all Payroll Generation
periods with their currently opened
periods. An appropriate message
will be displayed in the absence
of any Attendance Class.
Back
to Feature Summary
Introducing
Birth Day Alerts by email
With
the introduction of this feature,
as soon as a user logs in to a company,
a screen will appear which will
list the birth dates of all those
employees whose birth dates fall
within the current period of all
attendance classes for that company.
From that screen itself the user
will have the option of sending
emails to all or selective existing
employees for all existing employees
whose birth dates have been displayed.
Once the emails are sent, the screen
will no longer appear till another
new period becomes the current period
of the user. This feature will allow
sending birthday emails only once
per period.
Back
to Feature Summary
Open/Close
Periods module given a magical facelift
This
version of PERKS gives the facility
to Open or Close any Payroll Generation
Period instantly. In the earlier
version of PERKS, if the multiple
Payroll Generation Periods were
required to be opened or closed,
user had to open or close one period
at a time, that is user had had
to come out of a module after opening
or closing each Period. Now this
module provides the facility to
tag or untag the Payroll periods
with the help of check boxes for
multiple periods without having
to come out of the module.The only
requirement is to select the period
and click on the checkbox against
the respective Payroll generation
period. Further in addition to the
above, user will be able to view
all Attendance Classes with all
its respective Payroll Generation
Periods at a glance.
Back
to Feature Summary
New
Quick Find screen introduced in
the Masters and Entry options
PERKS
users can find Attendance Class,
Paystructure, Leave Structure, Tables,
Groups by clicking on the Quick
Find icon from the respective modules.
With the release of this version
of PERKS, the selection of Attendance
Class, Paystructure, Leave Structure,
Tables, Groups from the Masters
options have been enhanced with
the introduction of the new Quick
Find screen which is enabled with
the searching facility with added
features of "Starting With",
"Having anywhere" and
sorting facility through the "Sort
On" option.
Back
to Feature Summary
Web Update
to support three digit integer value
PERKS
users can download daily updates
from Web through WebUpdate tool
of PERKS. With the release of this
version, PERKS is equipped for taking
three figure integer values for
the Version Number.
Back
to Feature Summary
Back
to Top
|
| |
|
Features
introduced in version 9.10
|
| |
| The
major highlights of the features
introduced in
PERKS version 9.10 are provided
underneath. Click the links, below,
associated with each feature, to
view the details on how you can
enhance your payroll accounting
architecture with the new facilities:
|
| |
| |
|
Grouping
of Loan Register has been made more
robust
PERKS
users can take Loan Register from
PERKS which displays Loan related
information in details. In PERKS
the users can Group the Salary Statement
/ Payslip type reports on any user
defined variable defined at the
Employee Other Information level.
With the release of this version
of PERKS, users will be able to
use Grouping facility in Loan Register
with more freedom and creativity.
Back
to Feature Summary
PERKS
to pick up Default value configured
in the master definition of Entered
Always type of Heads of Pay
If
there are several HOPs, which are
of Entered Always and having the
default values specified through
HOP definition in Paystructure Master,
PERKS now takes the default value
of all these HOPS while entering
payroll data through the module
Payroll / Heads of Pay / Entered
Always or Payroll / Data Entry /
Payroll - HOP - Entered Always.
The default value of all Entered
Always will be considered in the
Payroll Generation, if the Entry
Screen is not even opened and saved,
PERKS will automatically pick up
the default values from the HOP
definition and this is possible
for successive months too.
Back
to Feature Summary
Change
of Message and introduction of new
screen in Sreset
PERKS
flashes a message when the user
runs Sreset - "Reset System
Files is a critical operation. Please
re-check and ensure that no user
has logged in PERKS" even when
there has been no abnormal shutdown
of PERKS. After that, when the user
clicks the "OK" button,
a second message is displayed which
says "PERKS has not gone through
any abnormal Shut Down" and
then Sreset exits. With the release
of this version of PERKS, in cases
where PERKS has not undergone an
abnormal shutdown, users will get
a single message - "PERKS has
not gone through any abnormal Shut
Down" while in cases of abnormal
shutdown of PERKS, a resetting message
will appear "Resetting System
Status of all processes.."
before Sreset exits. This will help
users to be clear about the current
status of held up processes.
Back
to Feature Summary
Introduction
of new Open Company Screen
In
PERKS the users can create multiple
Companies for their ease of use.
With the release of this version
of PERKS a new screen for opening
companies with the details of Company
Name and Payroll Accounting Period
will be displayed after user logs
into PERKS. This module will enable
the users to view the company name
along with its Payroll Start Date
and Payroll End date before selecting
any company to work on. After selecting
any company through the new screen,
users will have the flexibility
to open any other Company through
Company / Open option like before.
This new feature will simplify company
selection for users to a great degree.
Back
to Feature Summary
Enhanced
Quick Find Facility in Employee
Master
PERKS
users can store almost all kind
of employee related information
in the Employee Master, like Joining
Date, Date of Birth, Division, Department,
Designation, Category, Sex, Marital
Status and additional information
related to Rehire Dates and Retermination
dates. For speeding up the inputs
of data entry;users often need to
search and identify specific employees
based on certain criteria. PERKS
allows the users to do so with the
facility of Quick Find in the Employee
Master module. With the release
of this version of PERKS, this Quick
Find module in Employee Master has
been made further powerful and user-friendly
for the users.
Some
of mentionable features introduced
in this renovated Quick Find feature
of Employee Master are the sorting
options on Employee ID, Employee
First Name and Employee Last Name.
Also, the users can key in the First
Name, Last Name or Employee ID in
the Find Employee text box and can
locate the particular employee from
the employee list within a blink
of an eye. Further, users are provided
with the option of selecting the
employees based on any criteria
set with the Set Filter option in
the same module. They can filter
the employee selection based on
Date of Birth, Join Date, Rejoin
Date 1, Rejoin Date 2, Termination
Date, Termination Date 1, Termination
Date 2, Sex, Category, Department,
Designation and Division. The users
can highlight the employees by clicking
on the Get Filter button and do
a further search on the filtered
records with the Find facility if
needed. Thus, this enriched Quick
Find module will not only make the
users work with ease, but also amaze
them with its blazing speed.
Back
to Feature Summary
Option
to Load Entered Once Entry screen
after adding employee(s) in Employee
Master
PERKS
users can add new employees to the
Employee Master when any new employee
joins. After making the entries
in the Employee Master the user
has to come out of the Master /
Employees option and then again
go to Payroll / Heads of Pay / Entered
Once option to make the Payroll
entries for Payroll processing.
With the release of this version
of PERKS users will be able to go
to the entry screen of Entered Once
directly after saving the employee
related information in the Employee
Master.
Back
to Feature Summary
Income
Tax Annual Return through eTDS
Every
Organisation in India has to submit
Annual Income Tax Return through
Form 24 format. Government of India
has introduced the submission of
this Income tax Annual Return through
electronic format. To that effect,
The Income Tax Department of India
has published a guideline on how
to send the Annual Income tax return
for the organisation through electronic
format, known as eTDS. To keep pace
with this new development, PERKS
has now been equipped to generate
eTDS return in the prescribed electronic
format with the release of this
version.
Back
to Feature Summary
Confirmation
Message after successful Creation
of any new Company
PERKS
users can create Companies in PERKS
for implementing Payroll. They can
create multiple Companies also for
their convenience of use. While
creating the Company, the user has
to give the Install Date, Country
of Installation, Payroll Start Date,
Payroll End Date and other related
information for that particular
Company. In this release PERKS gives
an appropriate confirmation message
after successful creation of any
new company.
Back
to Feature Summary
Tagging
facility of Pay periods in Report
Generation in the form of Tree like
structure
PERKS
users can view and print any report
by creating the report design through
report writer and then generating
the report from the Report menu
options. While generating the report
from the Report option PERKS users
have the facility to select the
Attendance Class, Payroll Period
and even the Companies in case of
Merge accounts for which they want
to generate the report. This selection
of Attendance Class and Payroll
Periods has been enhanced with the
introduction of Tree like structure
in this release. On introduction
of the Tree structure the Report
Generation screen will display the
Company Name, Attendance Class,
Payroll Years and the Payroll Periods
in a form of upside down shape of
a tree. The users can select any
Year there by they don't have to
select the individual periods one
by one for that year. With the selection
of the Year all the periods under
that selection will be automatically
tagged. In case of multiple Attendance
Classes, the user has to just select
the Year under every Attendance
class and in consequence they can
save time and labour of selecting
the periods individually one by
one. With the release of this Version
the entire look and feel of the
Report Generation option has been
given an uplift keeping all the
functionalities unchanged.
Back
to Feature Summary
Smooth
Arrear calculation in case of mid-Period
joining and leaving of an employee
with Leave Without Pay
PERKS
is able to calculate the most complex
type of Arrear calculations like
cases of Leave Without Pay being
taken care of along with Arrear,
cases of Mid month Joining giving
retrospective effect in the next
period along with arrear, cases
of Mid month Resignation, Effect
of Leave Review along with Arrear
Calculation and obviously Arrear
Calculation cases effective from
the middle of month. In this version
of PERKS, the internal engine of
calculation of Arrear has been sharpened
with further precision.
Back
to Feature Summary
Option
for closing current period from
Generation Module withdrawn for
better transparency
Earlier
Payroll Generation and entry of
current period data, users had to
check which period is active through
the menu Payroll / Open or Close
Periods. To avoid confusion involving
closing the current period, the
option for closing current period
from the Payroll / Generation has
been withdrawn. Thus, from this
version of PERKS, in order to close
the current period, one has to operate
from the menu option Payroll / Open
or Close Periods.
Back
to Feature Summary
Loading
of PERKS made much faster
The
initialization time for PERKS has
been optimised further. It now takes
lesser times to load PERKS.
Back
to Feature Summary
Sending
Email to existing employees when
any new employee joins
PERKS
has the facility to store employee
information through Masters/Employees
and the email addresses of the employees
in the system. This version of PERKS
is enhanced with the facility of
sending email to all existing employees
when any new employee joins the
organization. The email sent to
the existing employees will provide
information like Name, Date of Birth
and Date of Joining of the new joiner.
Just before sending the email, users
will have the facility to select
the list of recipients of the email.
Look
of Paystructure information in Payroll
Fast Data Entry Screen made more
decent: : PERKS users can
enter the payroll data one employee
at a time through Payroll/Data Entry
option and this helps the user to
enter the Payroll data in a fast
manner. The display of the Paystructure
Name has been made to look more
proper and decent: with some refinement
in the layout of the screen.
Back
to Feature Summary
Tagging
facility introduced in Head of Pay
Data Entry
This
version of PERKS presents the users
with an enhanced Data Entry screen,
which will be very crucial with
respect to the amount of time, they
can save while entering data. HOPs
can be many in number and sometimes
exceed 200 in number. In a situation
where there are so many HOPs to
deal with and only a few HOPs for
which to enter data, it is undoubtedly
a lot of time wasted trying to seek
out the HOPs for which to enter
data. This enhancement will certainly
help the users considering the fact
that tagging options can be saved
and that too user-wise. This will
help users save a lot of time and
speed up the entire data entry process.
A
new screen will be fired once the
user clicks on Edit on a HOP entry
form. This new form has all the
facilities available to help users
customize the data entry screen
of HOP the way they want to.
It
contain all the features of Tagging
and Untagging and additionally has
a Find feature with an incremental
search facility where the user can
quick find and tag HOP(s). There
is be a grid which displays a Tag
column (having checkboxes), a column
displaying the HOP Short Name, a
column displaying HOP Description
and a Sequence column which displays
the sort order of the HOPs. This
last column is editable to set the
new order, which the user wishes
to have. Every column in the grid
is sort enabled through clicking
headers of the grid. The Tag Column
and the Sequence column are sorted
on the basis of Tag and Sequence.
The reason being when the user clicks
on the sequence column, that column
will sort only those HOP records,
which will be tagged first and then
the untagged HOPs.
To
automate the tagging and untagging
of the HOPs there are three Buttons
viz., "Tag All", "Untag
All" and "Invert Tagging".
Clicking "Tag All" will
tag all HOPs displayed in the Grid.
Clicking "Untag All" will
untag all Tagged HOPs (if any) and
clicking "Invert Tagging"
will Tag all the Untagged HOPs and
Untag all the Tagged HOPs in the
grid. Another important feature
of this tagging functionality is
that the tagging can be saved userwise
and modulewise. Whenever a particular
user logs in and proceeds to enter
HOP data he will be presented with
the last tag selection that he was
working on for that module. If the
user is going to enter HOP data
for the first time then all the
HOPs will be shown as tagged.
To
Save, Load and Delete user defined
tag selections, there are three
more buttons "Save Tag",
"Load Tag" and "Delete
Tag". On clicking "Save
Tag", another form will pop
up which will have a Text Box to
enter a Name for the Tag selection
with Save and Cancel Buttons. Blank
Tag Name will not be accepted. Similarly
on clicking " Load Tagging"
or " Delete Tagging" a
different form will pop up which
will have a list box and OK and
Cancel Buttons. The list Box has
the list of all the tags that have
been saved by that user and from
that list the user can choose any
tag selection name he has defined
earlier suited to his scope of HOP
data entry.
Besides
the above features of the Tagging
form, there is a Find facility,
which will be basically a text box
in the tagging form. When the user
enters something on the tag box,
the grid will show the record(s)
which match the search string. This
text box will appear disabled when
the sorting of the grid is on the
Tag Column or the Sequence column.
It will work only with the sort
order set on the HOP Short Description
or the HOP Description. In addition,
there is a button "Tag Matching
HOPS" which will tag all the
HOPs, which match the search condition
and assign them a unique sequence
number.
The
tagging form will have an OK Button
only. Once the user has clicked
on the Edit Button of the HOP data
entry screen he will have to go
through the tagging form. Once the
user clicks OK on the Tagging Form
after tagging, the form will be
released and the HOP data entry
screen will appear only with the
HOP(s) selected and in the sequence
that the user has specified.
In
addition, complicated issue of split
case data entry has been also dealt
with. If split is done with two
separate Paystructures, then the
HOP tagging screen will again be
fired at the time of entering data
for the other Paystructure.
Back
to Feature Summary
Precise
Arrear calculation in case of mid-Period
joining and leaving of an employee
PERKS
can handle the arrear calculation
of all kinds of scenarios that any
company can have whether the arrear
calculation arises out of mid period
joining or leaving of an employee
or not. With this version of PERKS,
in a situation where an employee
joins and leaves in the middle of
a month, the calculation of arrear
for that employee has been made
more accurate.
Back
to Feature Summary
PERKS
menu items localized for different
Country selection
PERKS
has the facility to select the Country
of installation from Company / Preferences
/ Company Controls at the time of
creating any Company after installation.
Some of the statutory reports are
specific and applicable to particular
country of installation and are
not required by the users of PERKS
of other countries. Form 6A, Form
7, Form 8A & Form 12A are specific
to Indian installations and are
not required for users of PERKS
of any other countries. This version
of PERKS presents a localized view
of the menu items for the different
countries of installation to provide
the highest extent of ease for the
users.
Back
to Feature Summary
Find
Facility introduced in Payroll View
and Payroll Review
PERKS
Users can process the payroll through
the Payroll / Payroll View and Payroll
/ Generation modules. Payroll View
enables the user to go through the
data on screen at the time of payroll
processing i.e. the user can see
the processed figures on screen
Pay Head wise or Pay Head Description
wise. The users can also view the
old processed data for any period
by selecting Payroll / Payroll Review
option from the menu. While viewing/reviewing
the data through these modules,
the users often feel the need to
Find Pay Heads based on Pay Head
Name or Pay Head Description or
Pay Head amount. To present the
users the utmost ease of use, the
Payroll View and Payroll Review
modules have been enhanced with
the feature of Sorting, based on
Pay Head, Pay Head Description or
Pay Head Amount along with a Find
option to seek out the corresponding
sorted column contents. The users
can type the Pay Head name or Pay
Head Description, either in full
or in part in the Find text box
to locate the desired heads of pay.
The users can also type an amount
in the Find text box to find the
matching Head of Pay (HOP) amounts
from the list of HOPs. This enhanced
feature will help the user to cut
short the time of searching any
HOP or HOP Amount and not scroll
the entire set of HOPs.
Back
to Feature Summary
Availability
of Year Changing facility along
with a more user-friendlier Periods
Definition Screen
Users
can define Period related information
from the module Masters/Periods
Definition. This version presents
a more user-friendlier Periods Definition
module with the selection procedure
of Attendance class and Periods
made much more easily User can see
all the periods of a particular
Attendance class or only the open
periods of a particular Attendance
Class. All the Attendance Classes
will be shown in a Grid and according
to the selection of Attendance class,
all the open periods will be shown
in a second Grid. If User selects
the "Show All Periods"
checkbox, then all periods will
be shown in the second grid.
A
new Modify button has been introduced
in the screen. User can modify the
selected attendance class information
by clicking the Modify button. Upon
clicking the Modify button a separate
screen will popup where in they
can change information of Period
Name and Period Length. A new text
field Year will show in the popup
screen. Through this control, the
user can specify with which year
the period will be associated.
Back
to Feature Summary
Audit
Trail facility introduced in Stop
Salary and Resume Salary modules
PERKS
gives users the facility to stop
salary and resume salary from the
modules Payroll/Stop Salary and
Payroll/Resume Salary respectively.
In this version, Audit Trail facility
is extended to these modules along
with two separate Audit Trail Reports
for viewing Stop Salary and Resume
salary details. With this new addition
in Audit Trail facility, the users
will now be empowered with tracking
and viewing changes in the aforementioned
modules.
Back
to Feature Summary
XP
look and feel introduced in Currency
Exchange Rate
Whenever
there is any addition or alteration
of Currency Rate Definition, users
have to select Payroll / Currency
Exchange Rate module to make the
additions and alterations. This
module along with all the messages,
appearing at the time of running
this module, has been given a XP
look and feel effect. Additionally,
separate data entry screens will
now be available when Inserting
or Modifying currency exchange rates.
This has given the module an exquisite
appearance.
Back
to Feature Summary
Audit
Trail facility now available for
Currency Master
Users
of PERKS can track changes in various
modules of Masters by enabling Audit
Trail from Company Controls. This
version of PERKS comes with the
facility to enable Audit Trail in
Currency Master. Additionally, a
detailed report will be available
for Currency Master, which can be
viewed from Listing/Audit Trail
- Module Wise and then selecting
the module name as Currency Master.
The records in the report will be
shown in descending order with respect
to Date and Time.
Back
to Feature Summary
Back
to Top
|
|
Features
introduced in version 8.10
|
| |
| The
major highlights of the
features introduced in
PERKS version 8.10 are
provided underneath. Click the links,
below, associated with each feature,
to view the details on how you can
enhance your payroll accounting
architecture with the new facilities:
|
| |
| |
|
Tagging
facility introduced in Heads of
Pay Data Entry
This
version of PERKS presents the users
with an enhanced Data Entry screen,
which will be very crucial with
respect to the amount of time, they
can save while entering data. HOPs
can be many in number and sometimes
exceed 200 in number. In a situation
where there are so many HOPs to
deal with and only a few HOPs for
which to enter data, it is undoubtedly
a lot of time wasted trying to seek
out the HOPs for which to enter
data. This enhancement will certainly
help the users considering the fact
that tagging options can be saved
and that too user-wise. This will
help users save a lot of time and
speed up the entire data entry process.
A new screen will be fired once
the user clicks on Edit on a HOP
entry form. This new form has all
the facilities available to help
users customize the data entry screen
of HOP the way they want to.
It contain all the features of Tagging
and Untagging and additionally has
a Find feature with an incremental
search facility where the user can
quick find and tag HOP(s). There
is be a grid which displays a Tag
column (having checkboxes), a column
displaying the HOP Short Name, a
column displaying HOP Description
and a Sequence column which displays
the sort order of the HOPs. This
last column is editable to set the
new order, which the user wishes
to have. Every column in the grid
is sort enabled through clicking
headers of the grid. The Tag Column
and the Sequence column are sorted
on the basis of Tag and Sequence.
The reason being when the user clicks
on the sequence column, that column
will sort only those HOP records
which will be tagged first and then
the untagged HOPs.
To automate the tagging and untagging
of the HOPs there are three Buttons
viz., "Tag All", "Untag
All" and "Invert Tagging".
Clicking "Tag All" will
tag all HOPs displayed in the Grid.
Clicking "Untag All" will
untag all Tagged HOPs (if any) and
clicking "Invert Tagging"
will Tag all the Untagged HOPs and Untag all the Tagged HOPs in the grid.
Another important feature of this
tagging functionality is that the
tagging can be saved userwise and
modulewise. Whenever a particular
user logs in and proceeds to enter
HOP data he will be presented with
the last tag selection that he was
working on for that module. If the
user is going to enter HOP data
for the first time then all the
HOPs will be shown as tagged.
To Save, Load and Delete user defined
tag selections, there are three
more buttons "Save Tag",
"Load Tag" and "Delete
Tag". On clicking "Save
Tag", another form will pop
up which will have a Text Box to
enter a Name for the Tag selection
with Save and Cancel Buttons. Blank
Tag Name will not be accepted. Similarly
on clicking " Load Tagging"
or " Delete Tagging" a
different form will pop up which
will have a list box and OK and
Cancel Buttons. The list Box has
the list of all the tags that have
been saved by that user and from
that list the user can choose any
tag selection name he has defined
earlier suited to his scope of HOP
data entry.
Besides the above features of the
Tagging form, there is a Find facility,
which will be basically a text box
in the tagging form. When the user
enters something on the tag box,
the grid will show the record(s),
which match the search string. This
text box will appear disabled when
the sorting of the grid is on the
Tag Column or the Sequence column.
It will work only with the sort
order set on the HOP Short Description
or the HOP Description. In addition,
there is a button "Tag Matching
HOPS" which will tag all the
HOPs, which match the search condition
and assign them a unique sequence
number.
The tagging form will have an OK
Button only. Once the user has clicked
on the Edit Button of the HOP data
entry screen he will have to go
through the tagging form. Once the
user clicks OK on the Tagging Form
after tagging, the form will be
released and the HOP data entry
screen will appear only with the
HOP(s) selected and in the sequence
that the user has specified.
In addition, complicated issue of
split case data entry has been also
dealt with. If split is done with
two separate Paystructures, then
the HOP tagging screen will again
be fired at the time of entering
data for the other Paystructure.
Back
to Feature Summary
Availability
of Year Changing facility along
with a more user-friendlier Periods
Definition Screen
Users
can define Period related information
from the module Masters/Periods
Definition. This version presents
a more user-friendlier Periods Definition
module with the selection procedure
of Attendance class and Periods
made much more easily User can see
all the periods of a particular
Attendance class or only the open
periods of a particular Attendance
Class. All the Attendance Classes
will be shown in a Grid and according
to the selection of Attendance class,
all the open periods will be shown
in a second Grid. If User selects
the "Show All Periods"
checkbox, then all periods will
be shown in the second grid.
A
new Modify button has been introduced
in the screen. User can modify the
selected attendance class information
by clicking the Modify button. Upon
clicking the Modify button a separate
screen will popup where in they
can change information of Period
Name and Period Length. A new text
field Year will show in the popup
screen. Through this control, the
user can specify with which year
the period will be associated.
Back
to Feature Summary
user-friendlier
naming convention introduced in
Payslip through E-mail
PERKS
provides users with the facility
to send Payslip through E-mail.
The Payslip is sent as an attachment
along with the email. Now, the report
name format has been changed a little
to help users identify the report.
The new name of the report will
be the name of the report saved
in PERKS under the option Report/Payslip
plus the Employee Id. Thus the syntax
of the report name will be "Report
Name_Employee ID". For example,
if the report name is "Payslip"
and the report is for employee ID
"001" then the report
name will be "Payslip_001".
Back
to Feature Summary
Internal
engines of Web Update improved to
take care of abnormal shut down
The
Web Update utility in PERKS lets
users to get updated with the latest
patch files. The internal engines
of this utility have been improved
to handle situations arising from
abnormal shut down. If PERKS is
successfully updated by Web Update
utility then users will see the
latest What's New document.
Back
to Feature Summary
Audit
Trail facility introduced in Stop
Salary and Resume Salary modules
PERKS
gives users the facility to stop
salary and resume salary from the
modules Payroll/Stop Salary and
Payroll/Resume Salary respectively.
In this version, Audit Trail facility
is extended to these modules along
with two separate Audit Trail Reports
for viewing Stop Salary and Resume
salary details. With this new addition
in Audit Trail facility, the users
will now be empowered with tracking
and viewing changes in the aforementioned
modules.
Back
to Feature Summary
Interface
related issues have been taken care
of in Report Generation Screen
PERKS
users can take any Report by tagging
Attendance Class and the Period
from the Report Generation Screen
from the Report Menu. While taking
the report, the Attendance Class
and the corresponding Period can
be selected from the respective
lists. The selection of Attendance
Class and Period has now been made
more user-friendlier and smooth.
Back
to Feature Summary
Interface
related issues have been taken care
of in Attendance Class Screen
PERKS
users can define Attendance Class
from the module Masters/Attendance
Class. Interface related issues
in the Attendance class screen have
been taken care of and improved
in this version to render a pleasant
look and feel to the screen.
Back
to Feature Summary
Half-day
leave entry set right
PERKS
allows users to enter leaves from
the modules Payroll/Data Entry/Leave
Fast Entry and Payroll/Leaves/Current
Entry. If no advance rule has been
defined in Leave Master, Half-day
leave entry was not possible even
when exact Half-day leave
balance was available for that leave.
This version of PERKS has taken
care of this issue and has made
leave entry module much more accurate.
Back
to Feature Summary
Faulty
Page skipping in Miscellaneous Master
Audit Trail Report corrected
All
the changes made in Miscellaneous
Master are reflected in Miscellaneous
Master Audit Trail Report. To give
users a satisfying view of the report,
the page skipping related issues
in the report have been solved thus
giving the reports a more sleek
and professional look.
Back
to Feature Summary
XP
look and feel introduced in Currency
Exchange Rate
Whenever
there is any addition or alteration
of Currency Rate Definition, users
have to select Payroll / Currency
Exchange Rate module to make the
additions and alterations. This
module along with all the messages,
appearing at the time of running
this module, has been given a XP
look and feel effect. Additionally,
separate data entry screens will
now be available when Inserting
or Modifying currency exchange rates.
This has given the module an exquisite
appearance.
Back
to Feature Summary
Elegant
look and feel for Maximize and Restore
buttons
Users
can maximize and restore the table
view of Entered Once HOP, Entered
Always HOP, Current Attendance Review
and Old Attendance Review modules
by clicking on the Maximize and
Restore buttons located just above
the table on those modules. In order
to lend an elegant look to those
modules, the Maximize and Restore
Buttons have now been given a touch
of XP look and feel.
Back
to Feature Summary
Audit
Trail facility now available for
Currency Master
Users
of PERKS can track changes in various
modules of Masters by enabling Audit
Trail from Company Controls. This
version of PERKS comes with the
facility to enable Audit Trail in
Currency Master. Additionally, a
detailed report will be available
for Currency Master, which can be
viewed from Listing/Audit Trail
- Module Wise and then selecting
the module name as Currency Master.
The records in the report will be
shown in descending order with respect
to Date and Time.
Back
to Feature Summary
Impeccable
computation of Leave Structure Dates
Users
can attach leave structures to employees
from the module Masters/Employees.
Validity of leave structures is
generally for one year. This version
ensures improved precision in the
computation of leave structure attachment
dates.
Back
to Feature Summary
Improved
Old Attendance Review entry screen
Users
can enter Old attendance Data from
the module Payroll/Attendance Recorder/Old
Attendance Review. This version
of PERKS provides a better way of
viewing while maximizing and minimizing
the screen.
Back
to Feature Summary
Back
to Top
|
|
Features
introduced in version 7.10 |
| |
| The
major highlights of the
features introduced in
PERKS version 7.10 are
provided underneath. Click the links,
below, associated with each feature,
to view the details on how you can
enhance your payroll accounting
architecture with the new facilities:
|
| | | | | | |
