Additional Salary Request

Additional Salary Request document in ERPNext

This document allows you to request additional salary for an employee. It can be used for various reasons, such as overtime pay, bonuses, or allowances.

Here's a breakdown of the document's functionalities:

Setting Up the Request:

• Employee: Select the employee for whom you are requesting the additional salary.
• Component: Choose the salary component from the list. This determines how the amount is calculated.
• Request Type: The type of request is automatically set based on the selected salary component. However, you can modify it if needed.
• Posting Date: Specify the date on which the additional salary should be reflected.
• Based On: Select the basis for calculating the amount:
  • Amount: Enter the amount directly.
  • Hourly: The amount will be calculated based on the employee's hourly rate and the number of hours worked (specified in the Count field).
  • Daily: The amount will be calculated based on the employee's daily rate and the number of days worked (specified in the Count field).
• Count: Enter the number of hours or days worked, depending on the Based On selection.
• Multiplier Factor: Enter a factor to multiply the base amount (hourly or daily rate) if needed.

Validations and Calculations:

• The document cannot be submitted if the status is "Open."
• The employee name is automatically fetched from the selected employee.
• The request type is validated against the selected salary component's type.
• If Based On is selected as "Hourly" or "Daily," the system checks if the employee has an active salary structure assignment with the corresponding rate (hourly or daily). An error message is displayed if the assignment is missing or the required rate is not defined.
• The Amount field is automatically calculated based on the selected options and the employee's salary structure assignment details.

Additional Notes:

• You can update the document after creation, and the amount will be recalculated based on the latest information.
• The document link for the relevant "Salary Structure Assignment" is provided for reference in case of validation errors.

Examples of Amount Calculations:

1. Overtime pay based on hourly rate:

   • Employee: John Doe
   • Component: Overtime Pay (hourly)
   • Based On: Hourly
   • Count: 5 (hours of overtime worked)
   • Multiplier Factor: 1
   • Employee's Hourly Rate (from Salary Structure Assignment): $20

   Calculated Amount: 5 hours * 1 * $20/hour = $100

2. Bonus:

   • Employee: Jane Doe
   • Component: Bonus
   • Based On: Amount
   • Count: 1
   • Multiplier Factor: 1
   • Amount: $500 (entered directly)

   Calculated Amount: $500 (as entered)

3. Daily allowance:

   • Employee: Michael Smith
   • Component: Daily Allowance
   • Based On: Daily
   • Count: 3 (days)
   • Multiplier Factor: 1
   • Employee's Daily Rate (from Salary Structure Assignment): $30

   Calculated Amount: 3 days * 1 * $30/day = $90

I hope this explanation clarifies the behavior of the Additional Salary Request document in ERPNext for non-technical users, including examples for calculating the amount based on different scenarios.