PERKS - Online Feature Guide

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.



Features introduced in version 19.01

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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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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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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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

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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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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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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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

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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“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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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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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

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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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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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

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.

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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



Features introduced in version 14.01

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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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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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. 

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Features marked (**) are available in PERKS Enterprise Version only



Features introduced in version 13.01

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.

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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 :

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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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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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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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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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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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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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.

 

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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".

 

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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. 

 

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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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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.

 

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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. 

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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. 

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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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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. 

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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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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. 

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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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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. 

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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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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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 

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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. 

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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. 

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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. 

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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. 

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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. 


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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. 

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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. 

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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. 

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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. 

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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.  

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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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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.  

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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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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. 

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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. 

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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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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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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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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. 

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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. 

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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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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". 

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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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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. 

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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.  

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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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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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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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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.  

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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. 

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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.  

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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. 

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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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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.  

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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.  

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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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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.

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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:
 

  1. Introduction of a set of Option buttons for quick start company selection for different countries or an unconfigured company for advanced users.

  2. 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.

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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. 

  1. Quick Start Company - India

  2. Quick Start Company - Malaysia

  3. Quick Start Company - Singapore

  4. 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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. 

 

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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.

 

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Loading of PERKS made much faster 

The initialization time for PERKS has been optimised further. It now takes lesser times to load PERKS.

 

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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.

 

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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.

 

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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.

 

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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.

 

 

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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.

 

 

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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. 

 

 

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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.

 

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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.

 

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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.

 

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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 t
he 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.

 

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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".

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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. 

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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: