How to Create Basic Salary

The Add/Edit Basic Salary feature in Tracepos allows administrators to define or update the basic salary for staff members. This guide explains how to use the modal-based form effectively to manage staff salaries.

Accessing the Add/Edit Basic Salary Modal

1. Navigate to the Human Resource Menu select Basic Salary section under Payroll Management in the Tracepos dashboard.
2. Click the + Add button to create a new basic salary record or the Edit button to modify an existing one.
3. The Add/Edit Basic Salary Modal will open, allowing you to input or update salary details.

Steps to Add or Edit a Basic Salary

1. Select a Staff Member

• Dropdown Selection:
  • Use the dropdown menu to select a staff member from the list.
  • The dropdown displays all staff members fetched from the system.
• Add New Staff Member:
  • If the staff member is not listed, click the Add Staff Member button to create a new staff member dynamically.
  • Once added, the staff member will appear in the dropdown.

2. Enter the Basic Salary

• Input Field:
  • Use the input field to enter the basic salary amount for the selected staff member.
  • The currency symbol is displayed as a prefix, based on the system settings.
• Validation:
  • Ensure the salary amount is a valid number and meets the organization's requirements.

3. Save or Cancel

• Save:
  • Click the Create button to save a new salary record or the Update button to modify an existing one.
  • If successful, the modal will close, and the changes will be reflected in the salary list.
• Cancel:
  • Click the Cancel button to close the modal without saving changes.

Key Features

1. Dynamic Staff Member List:

• The dropdown is populated with all staff members.
• Automatically updates when a new staff member is added.

• Displays error messages for missing or invalid inputs (e.g., staff member not selected, salary not entered).

• Add Mode: Allows selecting a staff member and defining their salary.
• Edit Mode: Disables staff member selection and allows updating the salary.

Form Fields

1. Staff Member:

• Dropdown to select a staff member.
• Required field with validation.

• Input field to enter the salary amount.
• Required field with validation.

Permissions

• Add Basic Salary: Requires basic_salary_create permission.
• Edit Basic Salary: Requires basic_salary_edit permission.

Example Workflow

1. Add Basic Salary:

• Open the modal in "add" mode.
• Select a staff member from the dropdown or add a new one.
• Enter the basic salary amount.
• Click Create to save the salary.

• Open the modal in "edit" mode.
• Update the salary amount.
• Click Update to save the changes.

• Click the Cancel button to close the modal without saving changes.