the end OF service help page

End of Service (EOS) Work Process

HR and Time Sheet Employees

Kindly go to HRMS Activities (Menu), then select End of Service

End of Service Process for the HR Employees:

 If an Employee is on the 15th of the month, the process will be

Verify the Status of Previous HRMS Activities:

Verify the status of the previous month's HRMS Activities and Salary sheets.

Approval of all HRMS Activities of previous months:

All HRM Activities of Previous months should be Complete, Approved, and paid from the System.

Approval of Salary sheet of previous months:

All Salary Sheets for Previous months should be Complete, Approved, and paid from the System.

End of Service with Salary Sheet

Create EOS with Salary sheet.

Create the End of Service:

Create the End of Service on the 15th and the Salary of Salary4 working days (1st to 14th) System will automatically create the End of Service Form.

Edit/ Delete End of Service:

Users can also edit or delete the End of Service after creating.

Approve End of Service:

After creating the End of Service, the User will approve the End of Service.

Post of End of Service:

When the End of Service is approved, the User must Post the End of Service in QuickBooks the Accounting effect. For the posting, kindly go to (Update to QuickBooks-----HRMS Update----------Post EOS Benefit)

Pay End of Service:

Pay the EOS and 14 working days' Salary from this Pay End of Service window in one Payment Voucher (PV) under HRMS Activities (Payment of Activities-----Pay End of Service). The mode of payment for the End of Service is reading from the pre-defined Setup in the set Setup Setup & benefits window.

Receive Payment for EOS Final Settlement:

After creating the End of service, if Company still has to receive some Amount from the Employee side, the Employee lipoid Loan, in this carmaker User can make the final settlement from the (Receive Payment for EOS Final Settlement) window. For this, Kindly go to them;

(HRM Activities ---------Receiving from Employees-------- Receive Payment for EOS Final Settlement)

The Company can create Receiving Voucher (RV) and receive the final settlement payment from the Employee side. But this option will only apply if the End of Service Final Settlement Amount is less than Zero. 

Note: 

The HR Employees User cannot pay the Salary separately from the sheet. Use Salary only pays the Salary of the Salary ways within the End of the Service window.

End of Service Process for the Timesheet Employees:

             If an Employee resigns on Employees of the month, the process will be as follows;

Verify the Status of Previous HRMS Activities:

Verify the status of the previous month's HRMS Activities and Salary sheets.

Approval of all HRMS Activities of previous months:

All HRM Activities of Previous months should be Complete, Approved, and paid from the System.

Approval of Salary sheet of previous months:

All Salary Sheets from Previous months should be completed, Approved, and paid from the System.

Salary Sheet:

Complete the process of the Salary Sheet as usual.

Create the Timesheet and Save:

Create the Timesheet for 14 days. And the rest of the Days from the 15th to the 31st, create the absence in the Timesheet for these days and select the Calculate column "NO."

Create Salary Sheet & Approved:

Then create the Salary sheet for the 14 days the Employee works and approve the Salary.

Pay the Salary from the Salary Sheet:

Then Pay the 14 days of Salary from the Salary Sheet; Salary User has the option to pay this 14th Days Salary with the EOS Payment Salary

End of Service with Salary Sheet

Create EOS with Salary sheet.

Create the End of Service:

 Create the EOS on the resignation Date of the 15th of the month.

Edit/ Delete End of Service:

Users can also edit or delete the End of Service after creating.

Approve End of Service:

After creating the End of Service, the User will approve the End of Service.

Post of End of Service:

When the End of Service is approved, the User must Post the End of Service in QuickBooks for the Accounting offer the posting. Kindly go to (Update to QuickBooks-----HRMS Update----------Post EOS Benefit)

Pay End of Service:

Pay the EOS from the Payment of Activities window. The Payment Mode for the EOS is reading from the pre-defined Setup of the Mode of Payment (Cash, Cheque, bank transfer) which User has selected in the set Salary & benefits window.

Receive Payment for EOS Final Settlement:

After creating the End of Service, if Company still has to receive some Amount from the Employee side, like an unpaid Loan, in Employee, the User can make the final settlement from the (Receive Payment for EOS Final Settlement) window. For this, Kindly go to them;

(HRM Activities ---------Receiving from Employees-------- Receive Payment for EOS Final Settlement)

The Company can create a Receipt Voucher (RV Company the final settlement payment from the Employee side. But this option will only apply if the End of Service Final Settlement Amount is less than Zero. 

Note:

For the Time Sheet Employees, users can pay the Salary separately from the Salary sheet or the Salary with the Salary.

Important Note for Salary & Timesheet Employees:

Templates are created through Addition & Deduction Activities, and if the option selected is Every Month automatically, and the Template Stop Date is greater than the End of Service Date, the System  will automatically calculate the outstanding unpaid Amount by Employee or by Company, and this Amount will be shown in the create End of Service window in the Summary Tab by the below-mentioned Names;

Unpaid Additions

Uncollected payment. 

After the adjustment of Unpaid Addition to Employee or Uncollected payments from the Employee, in the end, the final Amount will be shown in (Net to pay).

And when the User Pay EOS from the Payment of Activities (Menu), the Actual Amount will show after adjusting the Unpaid Additions to Employee and Uncollected Payments from the Employee.