Overview
Why it matters: If everyone types free-text “HRA” or “Bank transfer” differently, reports break and salary formulas reference wrong codes. Master lists centralise labels and behaviours so employees, payslips, and analytics all speak one language.
What this covers: Advance HR → Configuration groups setup records: work types, document types, account types (for credentials), payment types, the earnings/deductions catalog, plus links to payroll groups, OT, holidays, payslip types, and earnings/deductions groups. Admins maintain these; end users only pick from dropdowns.
Invest time here once at go-live or when policy changes—then day-to-day payroll stays faster and cleaner.
Work type
Defines employment style for salary and hourly logic (e.g. hourly basis, overtime eligibility). Linked from employee and salary where applicable.
Document type
Categories for Employee Documents (passport, ID, contract). Can include flags such as mandatory or expiry required.
Account types
Categories for Credentials (e.g. admin vs user systems). Not the same as bank accounts.
Payment types
Salary payment methods shown on payslips (bank transfer, cash, cheque, etc.).
Earnings / Deductions (catalog)
Master list of earning and deduction names used when building Earnings / Deductions Groups and salary lines. See also Salary Structures & Earnings/Deductions for templates and formulas.
Other items in Configuration
The same menu includes Payroll Groups, Overtime, Exclude Rules, Payslip Types, and Earnings / Deductions Groups. Dashboard widget visibility is covered under Dashboard Widgets (Admin).
Fields Table
| Master / menu | Purpose | Used on |
|---|---|---|
Work type |
Employment pattern & hourly rules. |
Employee, salary |
Document type |
Document categories & compliance flags. |
Employee documents |
Account types |
Credential categories. |
Employee credentials |
Payment types |
Salary payment mode labels. |
Payslip, employee pay |
Earnings / Deductions (catalog) |
Named components for formulas. |
Salary lines, groups |
Earnings / Deductions Groups |
Reusable template bundles. |
Salary entry |
Payroll Groups |
Country, currency, schedule, tax link. |
Employee |
Overtime Policies |
OT thresholds & caps. |
Employee |
Exclude Rules |
Holiday / weekend exclusions. |
Payroll calendar |
Payslip Types |
Run categories (regular, bonus…). |
Payslip |
Field labels explained
Work type
Defines how hourly and OT rules apply—keep aligned with contracts.
Document type
Controls which documents employees must upload and whether expiry is mandatory.
Account types
Labels credential systems (VPN, email admin, etc.); not bank “accounts”.
Payment types
Shown on payslips so employees know how salary was disbursed.
Earnings / Deductions catalog
Building blocks referenced by code in salary formulas and groups.
Earnings / Deductions Groups
Pre-built packages of catalog lines for fast salary assignment.
Payroll Groups / OT / Exclude / Payslip Types
See dedicated chapters; listed here because they live under the same Configuration menu.
Tips
- Agree naming conventions for earnings/deductions before creating formulas.
- Deactivate masters instead of deleting when history exists.
