JustPayroll Screens

JustPayroll Screens

The JustPayroll application contains multiple screens where each one serves a specific purpose. Depending on the selected screen,you are able to view payroll information and perform certain actions.

The available screens are the following:

  • Profile
  • Attendance
  • Web Bundy (if the employee has permission to this feature)
  • Request Category
    • Time Records
    • Leave
  • Payslips
    • Regular
    • 13th Month Pay
  • Reports
  • About

The descriptions and actions that are available in each screen are as follows:

Profile Screen

After a successful log-in from the Login Page,the user is redirected to the Profile Screen. It is also accessible by clicking on the Profile link in the Menu section. The following image show you what it looks like:

The information in the Profile screen is divided and categorized into four different tabs. The available tabs are the following:

  • Basic Information
  • Job Details
  • Salary Details
  • Leave Details

The description of these tabs are as follows:

Basic Information Tab

The Basic Information tab consists of your general details. The following image shows you what this area looks like:

  • Employee Information
  • Work Information
  • Government ID
  • Bank Information
  • Emergency Contact

The descriptions for these areas are as follows:

Employee Information Area

This area shows you your basic employee information details. The image below shows you what this area looks like:

The descriptions for the fields available in this area are the following:

Work Information Area

This area show the details of your company that you are working in. The image below shows you what this area looks like:

The descriptions of the fields available in this area are as follows:

Government IDs Area

This area shows the government identification numbers that you submitted to the company. The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Bank Information Area

This area shows the bank account number to where your payroll is accredited to.The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Emergency Contact Area

This area shows your designated emergency contact.The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Job Details Tab

This tab shows information about job position. The image below shows you what this tab looks like:

The information on this tab is divided and categorized into four areas, which are:

  • Employment Status
  • Position Information
  • Managers (Immediate Superiors)
  • Team Members

The descriptions for these areas are as follows:

Employment Status Area

This area shows the details about any updates on your employment status. The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Employment Status Action Button

This area consists of one action button that allows you to performa specific task.

The View button allows you to access a detailed history of your employment status. This button changes to Hide History after being selected.

Employment Status Action

This area allows you to perform a single action. By clicking on the View button, you will be able to access the Employment Status History pop-up:

The descriptions for the fields available in this pop-up are as follows:

Position Information Area

This area shows the details of your job position. The image below shows you what this area looks like:

The descriptions for the fields and button available in this area are the following:

The area consists of one action button, which is the View button. It allows you to see the history of job position. This button changes to Hide History after being selected.

Position History Action

This area allows you to perform a single action. By clicking on the View button,the Position History pop-up appears in which allows you to view a detailed history of your job position:

The descriptions for the fields available in the Position History pop-up are the following:

Managers (Immediate Superiors) Area

This area shows you the name of your manager or supervisor(ifany) to your current position. The image below shows you what this area looks like:

The descriptions for the columns available in this area are as follows:

However, if there is no records available. The following image appears:

Team Members Area

This area shows you if there are and who are the employees under your supervision (ifany). The image below shows you what this area looks like:

The descriptions for the columns available in this area are as follows:

However, if there are not sub-employees, the following image appears:

Profile Actions

This screen allows you to edit or update your details. The instructions on how to perform it is as follows:

  1. Click on the Edit button. After clicking on it, the Profile screen fields becomes editable.
    Note the following​:
    • Grayed out fields and text are not available for editing. Any changes in those fields must be requested through your supervisor or the HR department.
    • You may click on the Cancel button to end this process.
  2. Update or modify where the change applies.
  3. Click on the Save button. After clicking on it, the following pop-up appears:

    Note​: You may click on “X” or the Cancel button to close the pop-up.
  4. Click on the OK button.
    Note​: Changes in certain fields are subject for approval before it reflects in the Profile screen.

Salary Details Tab

This tab shows you information about your salary. The image below shows you what this tab looks like:

The information in this tab is divided and categorized in five different areas.These areas are the following:

  • Tax Details
  • BIR 2316
  • De Minimis
  • Supplementary Compensation
  • Other Items
  • Deductions
  • Compensation Details
  • Statutory Details

The descriptions for these areas are as follows:

Tax Details Area

This area shows you information about the taxes on your salary. The image below shows you what this area looks like:

The descriptions for the fields available in this area are the following:

The available tax statuses are the following:

BIR 2316 Area

This area shows your submitted BIR 2316 forms (if any). The image shows you what this area looks like:

The descriptions for the columns available in this area are as follows:

However, if there are no uploaded BIR 2316 forms, the following image appears in this area:

De Minimis Area

This area shows you small value benefits (such as rice subsidy, uniform allowance, etc.) that you receive(if any) from the company. The image below shows you what this area looks like

The descriptions of the columns available in this area are as follows:

However,if there are no available De Minimis listed for you, the De Minimis area appears as the following:

Supplementary Compensation Area

This area shows other compensations that you receive from the company. The image below shows you what this looks like:

The descriptions for the columns available in this area are as follows:

Other Items Area

This area show you other items that may incur on your salary. The image below shows you what this section looks like:

The descriptions for the columns available in this area are as follows:

Deductions Area

This area shows you other deductions that may incur on your salary. The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Compensations Details Area

This area shows the compensation that you receive from the company. The image below shows you what this area looks like:

The description for the fields available in this area are as follows:

Other fields may appear depending on which compensation you receive from the company.

Statutory Details Area

This area shows the state-mandated deductions on your salary. The image below shows you what this area looks like:

The descriptions for the fields available in this area are as follows:

Leave Details Tab

This tab shows your leave balances and statuses. The image below shows you what this tab look like:

The descriptions for the columns available in this tab are as follows:

Offset Credits from Overtime Tab

This tab shows you the details about the offset credits earned by the employee through filing an OT for offset request. The image below shows you what this tab looks like:

Offset Credits from Holiday Worked Tab

This tab shows you the details about the offset credits earned by the employee through auto-conversion or filing a holiday worked for offset request. The image below shows you what this tab looks like:

Attendance Screen

This screen shows you details about your working schedule and attendance and attendance summaryreport. The image below shows you what this screen looks like:

As you can see, your work schedule is shown in a calendar view with highlights on certain dates. The legend explains the significance of color of the highlights.

Attendance Actions

The Attendance screen allows you to perform certain actions. The instructions on how to do them are the following:

How to Navigate through the Calendar

To navigate to another month in the calendar, use the scroll arrows. Click on Left Scroll Arrow to navigate to an earlier month, or the Right Scroll Arrow​ for a later month.

How to View Attendance Details

To view the attendance details, click on the white space of the date that you want to see. After clicking on it, the Attendance Details pop-up appears:

How to Request for a Change in a Timekeeping Record

Use the following steps to request to modify or update a timekeeping record through the Attendance screen:

  1. Click on the date that you want to apply the change in. After clicking on it, the Attendance Details pop-up appears.
  2. Click on the hamburger icon and then click the plus icon to create a request.
  3. After clicking on it, the New Request appears:

    Note​: You may cancel this process by clicking on the “X,” the close button, located at the upper right corner of the pop-up.
  4. Populate all the required fields.
  5. Click on the Send Request button. After clicking on it, you will see a confirmation pop-up.

Note​: After filing the request, you are not allowed to edit the details However, you may cancel the request through the Timekeeping screen and then create a new request.

Attendance Summary Report Actions

The Attendance screen allows you to perform certain actions. The instructions on how to do them are the following:

  1. Select the date range of attendance that you want to see and click on “generate”
  2. Once generated, it will look like the screen below. You can also download the report by clicking on the “Download” button.

Web Bundy

The Web Bundy feature allows you to clockin(timein/out,start/endbreak) especially when you are on the field or outside the office. The clock ins are considered as time entries so this shall be recorded and displayed in the attendance module. This shall also be one of the basis for the time logs for the day which will be used as input in the generation of attendance summary

Web Bundy Screen

This screen shows the web bundy feature where in you can select Work or Break depending on the clock you need to do. The image below shows you what this screen looks like:

Web Bundy Actions

In the Web Bundy screen, you are allowed to perform multiple actions. The instructions on how to do them are as follows:

Work – To do a time in or timeout, you need to be on the Work page and click the Time In or Time Out accordingly. The clock ins shall be recorded in the Logs section as IN and/or OUT as the type respectively.

Break – To do a start break or end break, you need to be on the Break page and click the Start Break or End Break accordingly. The clock ins shall be recorded in the Logs section as BREAK_OUT and/or BREAK_IN as the type respectively.

Request Category

Request Category allows you to view, create, and manage certain details of your request for leaves and/or changes in your timekeeping records. The functionalities mentioned above are divided into two screens according to their category:

  • Time Records
  • Leave

The descriptions for the screens are shown below:

Time Records Screen

This screen shows the timekeeping requests that you filed. The image below shows you what this screen looks like:

The descriptions for the fields, columns, and buttons available in this screen are as follows:

Time Record Action Buttons

This screen consists of three buttons in which allows you to perform certain actions. The descriptions for these buttons are the following:


Download CSV – Allows you to download your filed timekeeping changes in a CSV format.


Add New Request – Allows you to file a new request for a change in timekeeping


View – Allows you to see the details of your change in timekeeping request

Time Record Actions

The Timekeeping Screen allows you to perform multiple actions. The instructions on how to do them are as follows:

How to Download Your Time Record Requests

To download a list of your change in timekeeping request, click on the Download CSV button. After clicking on it, the download prompt of your browser begins.

How to Modify a Timekeeping Record

Filing for a leave through the Timekeeping Screen is similar to the process mentioned in the Attendance Actions. Please refer to ​How to Request for a Change in a Timekeeping Record​ to learn about it.

Note​: To know the status of your request, periodically check on the Time Record Screen.

How to View More Information on your Filed Time Record Update/Change

To view the details of your requests, click on the View button of the entry that you want to see. After clicking on it, you will see View Request Details pop-up:

Note​: To end your viewing session, click on the “X,” the close button, located at the upper right corner of the pop-up.

Leave Screen

This screen allows you to view, manage, and file for time and attendance leaves. The image below illustrates what this screen looks like:

The descriptions of the columns available in this screen are as follows:

However, if there are no leave records, the Leave Screen looks like the following:

Leave Actions

The Leave Screen allows to perform multiple actions. The instructions on how to do them are as follows:

How to Request for a Leave

Use the following steps to file for a leave:

  1. Click on the Action button. After clicking on it, it expands to show three more action buttons:

    Note​: You may click on the “X”button to hide the action buttons.
  2. Click on the Add New Request button.

    After clicking on it, the Add New Leave Request screen appears:

    Note​: You may click on the “X” or the Cancel button on the New Request area to end this process.
  3. Populate all the required fields.
  4. Click on the Submit button. After clicking on it, a confirmation pop-up appears.

How to View the Status of a Leave Request

Use the following steps to check on the status of your leave request through the Leave Screen:

  1. In the Leave Screen, Go to All Other Statuses tab.
  2. Locate your leave request in the Search Results area.
  3. Check under the Status column:

    Note the following​:
    • Furthermore, you will be prompted via email if there are any changes in the status of your leaverequest.
    • You may also click on the View button under the Action column to access the View LeaveRequest Screen. In that screen, the leave request status are also viewable.

Note​: You may also view the status of the leave through the Leave Details tab in the Profile Screen.

How to Download a History of Filed Leaves

Use the following steps to download a history of your leave requests:

  1. In the Leave Requests Screen, click on the Action button to view more options:
  2. Click on the Download CSV button:

    After clicking on it, the download prompt begins
    Note the following​:
    • Depending on your choice of browser, the download prompts may appear differently.
    • The downloaded file may be opened through Microsoft Excel or Google Sheets.

How to Cancel an Approved Leave Request:

Use the following steps to cancel a request:

  1. Click on the View button of the leave request that you want to cancel. After clicking on it, you will see the View Request Details screen.
  2. Scroll down and click on the Cancel Request button. After clicking on it, you will see the following Cancel Confirmation pop-up:

    Note:
    • You may end this process by clicking on the “X,” the close button, at the upper right corner of the pop-up, or at the Cancel button.
    • Only leaves that are in Pending status and have not been accredited to payroll are eligible for cancellation. Approved requests that have been accredited in the payroll are not allowed to be cancelled.
  3. Enter the reason for your cancellation on the Reason for Cancellation field.
  4. Click on the Submit button. After clicking on it, you will see the following confirmation pop-up:
Note the following​:
  • A notification email will be sent to you and approvers regarding the cancellation of your leave request.
  • Cancelling a leave request is only possible when the requested leave has not been approved or it was not already accredited to the last payroll run.

Payslips

Payslip shows you details about your pay from the company. The information is divided in to two screens, which are:

  • Regular
  • 13th Month Pay

The descriptions for these screens are as follows:

Regular Screen

This screen shows you details about your regular pay. The image below shows you what this screen looks like:

The descriptions for the fields, columns, and actions that are available in this screen are as follows:

Regular Action Buttons

The Regular screen consists of multiple buttons. The available buttons and their descriptions are as follows:


View – ​Allows you to see the details of your payslip.


Download – ​Allows you to save a copy of your payslip to your PC or device.

Regular Actions

The Regular screen allows to perform multiple actions. The instructions on how to do them are as follows:

How to View a Payslip

To see more details about your payslip, click on the View button of the entry that you want. After clicking on it, the Employee pop-up appears:

Note​: You may close the pop-up by clicking on the “X” located on the upper right corner.

How to Download a Payslip Through the Download Button

To save a copy of a payslip into your PC or device, click on the Download button of the payslip entry that you want. After clicking on it, the download prompt of your browser begins.

How to Download a Payslip Through the Employee Slip Pop-up

Use the following steps to save a copy of your payslip through the Employee Slip pop-up:

  1. Click on the View button of the payslip entry that you want to download. After clicking on it, the Employee Slip pop-up appears.
  2. Click on the Download PDF button. After clicking on it, the download prompt begins. Once downloaded, the payslip may appear as the following:

How to Print a Payslip

After downloading the payslip, open the file in your default PDF application and use the print option.

Note​: The suggested application to use is Adobe Acrobat

13th Month Pay Screen

This screen shows you details about your 13th month pay from the company. The image below shows you what this screen looks like:

The descriptions for the columns available in this screen are as follows:

However, if there are no 13th month records, the following image appears:

13th Month Pay Action Buttons

The 13th Month Pay screen consists of multiple buttons. The available buttons and their descriptions are as follows:

View – ​Allows you to see the details of your payslip

Download​ – Allows you to save a copy of your payslip to your PC or device.

13th Month Pay Actions

The 13th Month Pay screen allows you to perform multiple actions. The instructions on how to do them are as follows:

How to Download a Payslip

To save a copy of a payslip into your PC or device, click on the Download button. After clicking on it, the download prompt of your browser begins.

How to Print a Payslip

After downloading the payslip, open the file in your default PDF application and use the print option.

Note​: The suggested application to use is Adobe Acrobat.

Reports

The Reports module shows you what are the available reports in the system. Currently there is only one which is the BIR 2316. Once the administrator has generated the BIR 2316, you can also view and download the form accordingly.

About Screen

This screen shows you the Privacy Policy of JustPayroll.

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