71.1 HR & Payroll Operational Records

AIUNIFY CRM separates several employee-related payroll work areas into individual permission-controlled operations. Depending on the access assigned to your account, you may be able to work with Attendance, Commissions, Deductions, Bonus/KPI, and Insurance information.

These areas contribute operational data that can later affect employee payroll and Payslip review.

71.2 View and View Own Access

The HR & Payroll module supports both broader viewing access and View Own access for these work areas.

If your account has View Own access, the records shown to you can be limited to your own employee scope. A smaller result set therefore does not necessarily mean records are missing.

71.3 Managing Attendance

When Attendance is available, open HR & Payroll and select the Attendance workspace.

Attendance information should reflect the actual work period being reviewed. Before making a permitted change, confirm the employee, month or date range, and underlying work activity.

1. Open the Attendance workspace.
2. Select the correct employee or available record.
3. Confirm the relevant period.
4. Review the recorded attendance information.
5. Make only authorized operational corrections.
6. Save the record when an update is required.
7. Reopen or refresh the record to verify the result.

71.4 Working with Commissions

The Commission workspace is separately permission-controlled. Use it to review or maintain employee commission information that belongs to the applicable payroll period.

Before entering or correcting a commission amount, verify the source business activity that supports it. Do not use a Commission record to compensate for an unrelated payroll discrepancy.

71.5 Working with Deductions

Deductions represent amounts that reduce applicable employee pay according to the records stored in the HR & Payroll workflow.

When you have access to Deduction records:

1. Confirm the employee.
2. Confirm the applicable payroll period.
3. Review the deduction description and amount.
4. Verify that the deduction belongs to the employee and period.
5. Save a permitted correction only when the source information supports it.

71.6 Bonus and KPI Records

The Bonus/KPI workspace stores compensation-related information associated with employee performance or other applicable bonus activity.

Use the values recorded in the system as part of payroll review. Verify supporting business information before changing an amount because a Bonus/KPI value can affect the resulting employee compensation.

71.7 Insurance Information

The Insurance workspace is another separately permissioned HR & Payroll area.

Use it to review or maintain applicable insurance-related payroll information for the correct employee and period. Confirm identifying and amount information before saving changes.

71.8 Relationship to Payslips

Attendance, Commission, Deduction, Bonus/KPI, and Insurance information can contribute to the data reviewed during Payslip preparation.

If a Payslip total appears unexpected, check the underlying operational records before directly changing the final result. Correcting the source record helps keep payroll information internally consistent.

71.9 Period Awareness

Payroll-related records are time-sensitive. Always confirm the month, date, or other period shown by the workspace before entering or interpreting values.

The correct amount attached to the wrong period can still produce an incorrect payroll result.

71.10 Employee Identity

Confirm employee identity before changing payroll-related information. Similar names should not be treated as sufficient identification when additional employee information is available.

71.11 Recommended Payroll Input Workflow

1. Open the applicable HR & Payroll workspace.
2. Confirm your access scope.
3. Select the correct employee.
4. Confirm the correct reporting period.
5. Review existing information.
6. Compare it with the supporting business record.
7. Make the permitted operational update.
8. Save and verify the result.
9. Review the related Payslip when appropriate.

71.12 Best Practices

• Verify the employee and period first.
• Use source records rather than estimates whenever possible.
• Respect View Own limitations.
• Do not duplicate payroll entries to correct an earlier mistake.
• Correct the underlying operational record when that is the source of an error.
• Treat employee compensation information as restricted business data.