Salary component YTD and Pay Slip updates about hrms HOT 18 CLOSED

Just a brief word of support most tax deductions and benefits are calculated on an annualised basis and so a window of a single pay period is very restrictive.

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To add, Employer's Contribution or any other components which are neither Earning or Deduction.

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I'm considering customising the HR module to achieve this. I plan to pull the values from past payslips and sum them up in the current payslip.

It'd also be useful to save the current value in the Employee Profile, or better a linked document.

This will need an opening value in case of an implementation with already existing YTD values (mid-year for example).

So the formula for YTD Tax would be:
Employee_YTD_Tax = Employee_Opening_Tax_Value + [Employee_Past_Payslip_Tax]

Does anyone know how to query this given item from all past payslips on a given Employee ID?

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I created a repository called erpnext_ytd to achieve this. It uses Salary Components and Salary Structure to automatically update the Salary Slip with the appropriate values.

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Seems to be linked to this issue as well - frappe/erpnext#7389

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I wholly support this. While tax deductions and earnings and are top priority - access to YTD vacation by type in the payslip would also be very valuable,

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frappe/erpnext#12097

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@mafrica , @addymuliady @jwrober Please remember to hit the like button to vote on this issue

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YTD reports are applicable in many countries. Not just tax, but they should show total earnings and deductions over the year (usually Jan to Dec, and can be different from the company's year).

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@dawoodjee did you get your method working?

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@b4oshany great work! If you want to automate creation of the fields with the app enter the fields you need to export in the hooks file and use export-fixtures. Example below grabs Custom fields entered as well as scripts against Salary Slip.

fixtures = [{"dt":"Custom Field", "filters": [["fieldname", 'in', ("payment_type", "tax_file_number", "bank_bsb", "superfund", "supermembernumber", "gross_pay_excluding_nontaxable_components", "payment_type", "gross_payment_type", "column_break_56", "ytd_info", "ytd_deduction", "ytd_earning", "bank_bsb", "super_fund", "super_member", "tax_file_number", )]]}, {"dt":"Custom Script", "filters": {"dt": "Salary Slip"}} ]
then command
bench --site <sitename> export-fixtures

from hrms.

To add, Employer's Contribution or any other components which are neither Earning or Deduction.

Have you had any success with Employers contribution?

from hrms.

@b4oshany great work! If you want to automate creation of the fields with the app enter the fields you need to export in the hooks file and use export-fixtures. Example below grabs Custom fields entered as well as scripts against Salary Slip.

fixtures = [{"dt":"Custom Field", "filters": [["fieldname", 'in', ("payment_type", "tax_file_number", "bank_bsb", "superfund", "supermembernumber", "gross_pay_excluding_nontaxable_components", "payment_type", "gross_payment_type", "column_break_56", "ytd_info", "ytd_deduction", "ytd_earning", "bank_bsb", "super_fund", "super_member", "tax_file_number", )]]}, {"dt":"Custom Script", "filters": {"dt": "Salary Slip"}} ]
then command
bench --site <sitename> export-fixtures

Though I think as @dawoodjee mentioned, this really should be in the core - perhaps update to including the core py / doctypes and create a pull request!

Noted, I will try and work on it. I've been caught up with a lot of work.

To add, Employer's Contribution or any other components which are neither Earning or Deduction.

Have you had any success with Employers contribution?

The YTD package also does this, although, I haven't tested it in complex situations like automated payroll

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Hi this is already done. I share the git line for you to install in erpnext.

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Link to the repo: https://github.com/jvfiel/customERPNextHR

How to Install

1. bench get-app payslip_app https://github.com/jvfiel/customERPNextHR.git
2. bench --site your.site.name install-app payslip_app

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This is already in place:

Component level: frappe/erpnext#24362
Slip level: frappe/erpnext#24176

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