How to customize the payslip branding based on Org Unit

Follow the given procedure to create a customised payslip with a custom logo and title based on Org Unit. 

Procedure

Access the Organisation Chart:

1. Login to the system.

2. Navigate to BUSINESS → Organisation Management → Organisation.

   
   
   
3. Click on the "Edit" button to make changes in the org chart.
   

Create a Sub-Org Unit:

1. Click on the parent node to get an option to add a new sub Org Unit.
   Once you get an option on the left side, click on the yellow icon which is highlighted below:
   
2. On the right side edge, one level below the parent node, a new sub organisation unit is created.
   

Edit Org Unit Details:  

1. Click on the Org Unit. On the left side floating bar, click on the pencil icon to edit the Org Unit.
2. "Organisation Details" tab:
   
   Based on the setup in this Org Unit, the payslip will be issued.
   
   
   
   1. Upload the logo (.png file) which you want to populate in payslip.
   2. Select "Business" as an option for Organisation Type.
   3. Set the Name, which will be populated as company title in the payslip.
   4. Assign an Address, from the available options, which will be populated in the payslip.
      
      Click on Save button.
3. "Employees List" tab:
   Assign employees to this Org Unit who will be receiving customize payslip.
      
   • Search for the employee by name and click on click "Assign Employee" to add employee's in the Org Unit.
     

Update the Preferences :  

1. Navigate to Settings → Preferences, and click on Business Payroll.
   
2. Once the Business Payroll is expanded, click on the "payslips". 
   Check the checkbox for "Use Division Address" and "Use Division Name" to set up the payslip engine to select the Name, Logo and Address from the Org Unit.
   
   
   Click on Save button.
   Except the logo, previously issued payslips will not be updated.

Once the above steps are completed, a customized payslip can be issued based on the Org Unit set up.