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Salary Data Add/Udpate

You can manage and update user salary details anytime through the Users module. This article covers the entry point from Users > Users; the canonical, field-by-field reference lives in the HRM article — both paths edit the same record.

📍 Where Salary Data Can Be Edited

Salary records can be added or edited from either:

  • Users > Users > Edit → Salary section, or
  • HRM > Employee > Edit → Salary section.

Both paths edit the same record.

🔑 Golden Rule — Never Overwrite a Salary Record

Never overwrite an existing salary record when pay changes. Always add a new salary record with a new Effective Month / Year. The salary engine picks the latest applicable record by Effective Month/Year, so historic months keep using their original record.

✏️ Steps to Edit a User’s Salary (from Users module)

  • Go to Users > Users from the main menu.
  • From the list, click on the User Record you want to edit.
  • Click the Edit button (blue, top-right of the aside).
  • The User Details Form will open.
  • Open the Salary sub-section. To capture a pay change, click Add New Salary (rather than overwriting an existing row) and fill:
    • CTC, Basic %, HRA %, Conveyance, Variable %, Total CTC.
    • Emp PF / Empr PF / Emp ESIC / Empr ESIC.
    • Effective Month / Year — when the new salary kicks in.
  • Click the Update button at the top-right corner.

📌 Reminders

  • PF only applies when Basic ≤ ₹15,000.
  • ESIC only applies when Gross ≤ ₹21,000.
  • The salary engine picks the latest applicable record by Effective Month/Year, so backdating is unnecessary.

For a detailed, field-by-field explanation of each salary input, refer to: 🔗 Add / Edit Salary Data. This is the authoritative article and stays in sync with the salary engine.

For more details on user creation and data entry, refer to: 🔗 User Management – Creating and Managing Users.

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