User Guide for the Settlement Screen

Settlement screen explanation After logging into Smart Pro ERP, click on the Human Resources system in the side menu, then access the " Settlement ". After entering all required information, you can click the "Save" or "Add" button to add the settlement to the system. Make sure all required fields are entered correctly to ensure data accuracy.

When added successfully, its information will appear in the settlement list and can later be accessed for editing or viewing. The Settlement screen contains the fields and information needed to enter data in the human resources management system. To add a new settlement, follow these steps: • Settlement Type: This field allows you to specify the type of settlement you want to process. Options may include settlement by date or settlement by leave, and so on. • Clearance Date: This field is used to specify the clearance date you want to use for calculating entitlements. This is usually the current date or a specific clearance date. • Last Working Day: This field is used to specify the employee's last working day for which entitlements are being settled. This date must be specified to calculate the net entitlements based on the actual working period. • Employee: This field is used to enter the relevant employee information. • Branch: This field is used to specify the employee's branch, if the organization has more than one branch. • Job Title: This field is used to enter the employee's job title. • Department/Division: This field specifies the department or division to which the employee belongs. • Nationality: This field specifies the employee's nationality. • Hire Date: This field is used to specify the employee's hiring date. • Current Salary: This field is used to enter the employee's current salary. • Allowances: This field is used to enter the value of allowances or bonuses the employee is entitled to receive. • Deductions: This field is used to enter the discounts or deductions the employee is subject to. • Net: The net amount is calculated based on the current salary, allowances, and deductions. • Start Date of Last Annual Leave: This field specifies the start date of the employee's last annual leave. • Remaining Annual Leave Days: This field specifies the number of remaining annual leave days for the employee. • End Date of Last Leave: This field is used to specify the end date of the employee's last leave. It is used to calculate the days required for the current leave and the accrued leave balance. • Bank: Enter the name of the bank the employee deals with. • Bank Account Number: Enter the employee's bank account number. • Last Salary Date: This field is used to specify the date of the employee's last salary receipt. • Leave From Date: This field is used to specify the start date of the employee's current leave. • Leave To Date: Enter the end date of the employee's current leave in this field. • Required Number of Days: This field is used to specify the number of days the employee needs for the current leave. • Leave Days With Pay: This field specifies the number of days that will be counted as paid leave days for the employee. • Leave Days Without Pay: This field specifies the number of days that will be counted as unpaid leave days for the employee. • Accrued Leave Balance: This field shows the leave balance the employee has that has not yet been used. • Amount Due: This field explains the total amount due to the employee after calculating salaries, leaves, and deductions. • Working Days: This field displays the actual number of days the employee worked during a specific period.