Calculating Appraisal Arrears in Bulk

HRStop allows administrators to calculate and submit appraisal arrears for multiple employees at once, instead of calculating arrears individually for each employee. This is useful when several employees share the same appraisal effective date and arrears need to be processed together.

Navigation Path: Control Panel → Payroll → Appraisals

Steps to Calculate Arrears in Bulk
  1. Navigate to the Appraisals page.
  2. Click Calculate Arrears on the top right to calculate arrears for all eligible employees together.
  3. Select the Effective Date to filter all appraisals triggered with this effective date.
  4. Enter the Arrear Period the start and end month for which arrears need to be calculated.
  5. Enter the Arrear Payout Period the payroll month(s) in which the arrears will be disbursed.
  6. Select Consolidate all appraisal arrears as a single component if a single consolidated line item is preferred instead of component wise arrears.
  7. Click Calculate Arrears.
  8. Review the calculated arrear values for each employee in the results table.
  9. Select the required employees and click Submit.
Fields

The results table displays the Employee Code, Employee name, and the calculated arrear value for each salary component. Only components with a non zero arrear value are displayed as columns. If Consolidate all appraisal arrears as a single component is selected, a single Consolidated Arrears column is shown instead of individual components.

Reviewing and Submitting Arrears

The calculated arrear values for each employee are displayed in an editable table and can be reviewed before submitting. Selecting Consolidate all appraisal arrears as a single component determines whether the employee's payslip shows separate line items for each salary component, or a single combined line item, Consolidated Arrear.

Once submitted, the arrear values cannot be edited. Review all values carefully before submitting.

Where It Reflects

Once submitted, the calculated arrears are added to each employee's payroll record and become available for processing in the selected payout period.

Important Notes
  • Only users with authorised payroll administrative access can calculate and submit appraisal arrears.
  • Arrears can only be calculated for appraisals that have been published. Refer to: Managing Appraisals
  • For a detailed explanation of Arrear Period, Arrear Payout Period, and how consolidation affects the payslip, refer to: Calculating Appraisal Arrears
  • To calculate arrears for a single employee instead, refer to: Calculating Appraisal Arrears
  • Once arrears are submitted, the values cannot be edited.

FAQ

Yes. The Calculate Arrears option on the Appraisals page allows arrears to be calculated together for all eligible employees who share the same appraisal effective date.

The Effective Date field acts as a filter. It identifies and includes only those employees whose appraisal was triggered with the selected effective date, so that arrears can be calculated together for this group.

Only salary components with a non zero arrear value are displayed as columns in the results table. Components with no arrear amount for any employee are automatically excluded.

An appraisal arrear is the difference between the old and new salary for the period between the appraisal effective date and the date it was actually processed. For example, if an employee's appraisal was effective from April but processed in June, the salary difference for April and May needs to be paid as arrears. Use the Calculate Appraisal Arrears screen to calculate and disburse these amounts.

No. Once arrears are submitted, the values cannot be edited. Review all values carefully before submitting.

Arrear Period is the set of months for which the salary difference is calculated.

Arrear Payout Period is the payroll month or months in which this arrear amount is actually disbursed to the employee. These two periods do not need to be the same.

Example:

Consider an employee whose appraisal is effective from April, but is only triggered and published in July. The employee's salary from July onwards will already reflect the new appraised amount. However, the employee is still owed the salary difference for April, May, and June, since these months were paid at the old salary. This difference is the arrear.

Arrear Period: the months for which the salary difference is calculated - in this example, April to June.

Arrear Payout Period: the payroll month(s) in which this arrear amount is actually paid to the employee - usually the current cycle, such as July.

Some organisations prefer to split the arrear amount across more than one payroll cycle instead of paying it all at once. In that case, the same arrear amount calculated for April to June could be set to a Arrear Payout Period of July to August, and the system will split and disburse the amount across both months.