Run Payroll
The Success tab displays employees whose payroll needs processing and who do not require any additional details to be filled.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab
The Error tab displays employees whose payroll cannot be processed due to errors, such as missing information like designation, department, or CTC.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Error Tab
Bulk attendance recompute allows administrators to retrieve and apply attendance changes for multiple selected employees after modifications have been made.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Bulk Attendance Recompute
Bulk upload enables administrators to upload loss of pay information for multiple employees using a predefined template with necessary details.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click Bulk Upload > Loss of Pay > Download Excel Template > Input Data in Template > Upload Excel Template
Bulk upload enables administrators to upload overtime and production incentive information for multiple employees using a predefined template with necessary details.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click Bulk Upload > Overtime and Production Incentive > Download Excel Template > Input Data in Template > Upload Excel Template
Bulk upload enables administrators to upload leave encashment information for multiple employees using a predefined template with necessary details.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click Bulk Upload > Leave Encashment > Download Excel Template > Input Data in Template > Upload Excel Template
Locking attendance allows administrators to move to the next step in running payroll, advancing to the arrear processing stage.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next
Computing arrear days allows administrators to process pending arrears for employees, calculating owed amounts from previous periods during payroll processing.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Click on Compute Arrear Days
Upload arrear allows administrators to input arrear information for employees, providing a monthly view of arrear breakdown during the processing stage.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Click on Upload Arrear
Recompute payroll allows administrators to efficiently recalculate payroll for selected employees, simplifying the task of managing and adjusting compensation simultaneously.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Click on Recompute Payroll
Draft salary report allows administrators to download the salary report of selected employees in bulk during the payroll processing stage.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Download Draft Salary Report
Bank sheet generates a formatted Excel file containing employee payment details and account information required for automated salary disbursement through banking systems.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Download Bank Sheet
Freeze entity suspends payroll processing for the entire entity, removing visibility and preventing further processing operations for that specific month.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Click on Freeze for Freeze Entity
Freeze employees exempt specific individuals from payroll processing for a particular month, ensuring their non-participation in the current payroll cycle.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Click on Freeze for Free Employee
Reference month selection enables administrators to specify the baseline period for TDS calculations and tax compliance reporting during payroll processing.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information > Select Employee > Click Next > Select Month from Dropdown for Select Month for TDS Filing > Click Arrow
Process arrear handles pending arrear payments for employees in the sequential payroll workflow, allowing administrators to calculate and settle outstanding amounts.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed
Review & Run Payroll is the third critical step enabling administrators to recalculate payroll, implement modifications, and scrutinize detailed salary breakdowns.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next
Publish payslips is the final step that releases salary slips to employees, providing comprehensive payroll summary visibility and customized output formatting.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab > Select Employees > Click on Lock Attendance and Proceed > Select Employee > Click Next > Review Information
Pending FNF displays the count of separated employees requiring Full and Final settlement initiation, enabling administrators to track outstanding termination processes.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab
Salary on Hold displays the count of employees with suspended salary payments, indicating temporarily delayed disbursements requiring administrative review and action.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab
Pending for Payment displays the count of employees awaiting payment processing through Payout, indicating salaries ready for disbursement via digital payment systems.
Navigation Path: Payroll > Run Payroll > Click on Pending on Payroll > Click on Success Tab
Check the Error tab to see if essential fields like DOJ, CTC, or department are missing.
Navigation Path: Payroll > Run Payroll > Leave & Attendance > Action > Map/Edit CTC
Download the Excel template, fill in the required values, and upload it back to apply changes in bulk.
Navigation Path: Payroll > Run Payroll > Bulk Upload > Overtime/LOP/Encashment
Use the Override Income Tax feature to manually adjust tax values if needed.
Navigation Path: Payroll > Run Payroll > Review and Run Payroll > Bulk Upload > Override TDS
Download the template under Bonus or Misc sections and upload the filled data.
Navigation Path: Payroll > Review and Run Payroll > Bulk Upload > Bonus / Miscellaneous
Freeze Employee excludes selected employees from current month payroll.
Freeze Entity locks entire entity payroll, it allows no edits post-freeze.
Employees
Employee summary provides comprehensive salary details overview with chronological timeline of all modifications made during the entire payroll process.
Navigation Path: Payroll > Employees > Select Employee > Summary
Modify salary empowers administrators to implement specific alterations to designated employee compensation structures, enabling direct adjustments to salary components and amounts.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Modify Salary
Hold salary enables administrators to temporarily suspend or delay employee salary payments with specified timeframes and documented reasons for the hold.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Hold Salary
Hold salary history displays the complete list of employees with salary holds, enabling administrators to view and edit existing salary hold configurations.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Hold Salary History
TDS projection report provides comprehensive overview of employee expected tax deductions, summarizing both old and new tax regimes based on preferences.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on TDS Projection Report
Employee download section provides access to various statutory forms and compliance documents including Form 11 for individual employee tax and salary reference.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 16-A certificate provides TDS details on income other than salaries, downloadable from employee summary for tax compliance and verification purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 16-B provides detailed TDS certificate information for employee tax documentation, accessible through individual employee summary download options for compliance.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 12 generates employee-specific statutory compliance documentation, available through download section for individual tax and regulatory reporting requirements.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 3-A provides employee-specific statutory documentation for compliance purposes, accessible through individual employee summary download section for regulatory requirements.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 19 generates employee-specific compliance documentation for statutory requirements, downloadable from individual employee summary for regulatory and tax purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form F provides specialized employee documentation for regulatory compliance, accessible through individual employee summary download section for statutory reporting.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Form 12-BA generates specific statutory compliance documentation for employees, available through download section for individual tax and regulatory reporting purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Leave wages form provides detailed documentation of employee leave encashment and wage calculations, downloadable for compliance and payroll verification purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
National festive form generates employee-specific holiday and festival bonus documentation, accessible through summary download section for statutory compliance reporting.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Salary report provides comprehensive individual employee compensation documentation, accessible through downloads section for detailed payroll analysis and record-keeping purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Annual sheet generates yearly employee salary and tax summary documentation, downloadable from summary section for comprehensive annual payroll review.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Tax sheet provides detailed employee tax deduction and liability documentation, accessible through downloads for comprehensive tax compliance and verification purposes.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
CTC lifetime report generates comprehensive employee cost-to-company historical documentation, downloadable from summary for complete compensation analysis and record-keeping.
Navigation Path: Payroll > Employees > Select Employee > Summary > Click on Download next to desired form/report
Payroll timeline provides chronological overview of all salary modifications and changes made during the entire payroll process for specific employees.
Navigation Path: Payroll > Employees > Select Employee > Summary > Scroll on Timeline
Salary details section provides comprehensive breakdown of earnings, deductions, and compliance components for individual employee compensation structures and calculations.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Monthly CTC displays employee cost-to-company breakdown, providing detailed view of total compensation package including earnings, deductions, and compliance components.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Monthly gross salary shows employee total earnings before deductions, providing comprehensive view of base compensation and additional earning components.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Monthly deductions display comprehensive breakdown of all statutory and voluntary deductions applied to employee salary including tax, PF, and other components.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Net payables show final employee take-home salary after all deductions, providing clear view of actual disbursement amount for payroll processing.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Employee bonus section displays additional compensation components and incentive payments included in salary structure for performance-based rewards and recognition.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Earnings and allowances section displays comprehensive breakdown of all salary components including basic pay, HRA, and other earning heads.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Employee deductions section provides detailed breakdown of all salary deductions including statutory compliance, loans, advances, and voluntary deduction components.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Employee compliances section displays statutory deduction components including PF, ESI, TDS, and other regulatory requirements applied to individual salary structures.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Employee allowances section shows detailed breakdown of all earning components including HRA, transport allowance, and other benefit heads configured in salary.
Navigation Path: Payroll > Employees > Select Employee > Salary Details
Salary slips section enables administrators to download generated payslips for specific employees, with filtering options by year for historical payroll records.
Navigation Path: Payroll > Employees > Select Employee > Salary Slips
Employee loans section provides comprehensive breakdown of loan details including principal amount, EMI schedules, and outstanding balances for individual employees.
Navigation Path: Payroll > Employees > Select Employee > Loans
Advance payments section displays employee advance details including amount, tenure, interest rates, EMI plans, and approval status for financial advances.
Navigation Path: Payroll > Employees > Select Employee > Advance
Employee expenses section provides detailed overview of submitted expense claims including expense numbers, amounts, approval status, and payment tracking.
Navigation Path: Payroll > Employees > Select Employee > Expense
Previous earnings section displays mid-year joining employee income details from last organization for accurate tax assessment and TDS calculations.
Navigation Path: Payroll > Employees > Select Employee > Previous Employee Earning
Employee insurances section displays insurance policy details and coverage information configured for individual employees within the payroll system.
Navigation Path: Payroll > Employees > Select Employee > Insurance
Add insurance enables administrators to configure new insurance policies for employees by entering policy details and coverage information into the system.
Navigation Path: Payroll > Employees > Select Employee > Insurance > Add Insurance > Fill Policy Details > Save
Investment declarations section displays approved and pending tax declaration requests, enabling administrators to review employee tax-saving investment submissions and documentation.
Navigation Path: Payroll > Employees > Select Employee > Investment Declarations
Add investment declarations allows administrators to manually input new tax-saving investments on behalf of employees by specifying financial year, investment type, and amounts.
Navigation Path: Payroll > Employees > Select Employee > Investment Declarations > Add investment > Fill in Details > Save
Download investment declarations enables administrators to export employee tax declaration documentation in ZIP format for compliance records and verification purposes.
Navigation Path: Payroll > Employees > Select Employee > Investment Declarations > Select Declarations > Download ZIP
Generated payslips section displays employees with successfully created salary slips, enabling administrators to access completed payroll documentation for distribution.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Generated
Not generated payslips section shows employees lacking salary slips, identifying those requiring payslip creation during the payroll processing workflow.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Not Generated
Generate payslips creates salary slips for employees who lack generated payslips or missed payslip creation during the standard payroll processing cycle.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Not Generated > Select Employee > Generate Payslip
Download generated payslips enables administrators to retrieve individual employee salary slips in digital format for record-keeping and employee distribution purposes.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Generated > Click on Download Next to Desired Employee Payslip
Publish generated payslips releases salary slips to employees, making them accessible through ESS portal with comprehensive payroll summary visibility and distribution.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Generated > Select Employee > Click on Publish Payslips
Regenerate payslips recreates salary slips for employees with existing payslips, enabling administrators to update or correct previously generated payroll documentation.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Generated > Select Employee > Click on Regenerate Payslips
Email generated payslips sends salary slips directly to employees via their registered email addresses, automating payslip distribution through the HRMS system.
Navigation Path: Payroll > Employees > Payslips > Payslip Status: Generated > Select Employee > Click on Email Payslips
Employee payroll action logs provide comprehensive overview of all modifications made by administrators, enabling informed decision-making based on payroll changes.
Navigation Path: Payroll > Employees > Action Logs
Download employee payroll action logs exports modification history and administrative changes in Excel format for audit trails and compliance documentation.
Navigation Path: Payroll > Employees > Action Logs > Download Excel
Email documents enables administrators to generate and send various payroll reports and documentation to selected employees with password protection and security.
Navigation Path: Payroll > Employees > Email Documents > Select Employees > Click Reports > Select Report Protection > Select Document to Mail > Generate Report
Email salary slips functionality allows administrators to send payroll slips directly to employees with report protection and automated delivery systems.
Navigation Path: Payroll > Employees > Email Documents > Select Employees > Click Reports > Select Report Protection > Select Salary Slips > Generate Report
Email tax computation sheets sends detailed tax calculation documentation to employees, providing comprehensive TDS and tax liability information with security protection.
Navigation Path: Payroll > Employees > Email Documents > Select Employees > Click Reports > Select Report Protection > Select Tax Computation Sheet > Generate Report
Email annual sheets delivers yearly tax and salary summary documentation to employees, providing comprehensive annual payroll information with report protection.
Navigation Path: Payroll > Employees > Email Documents > Select Employees > Click Reports > Select Report Protection > Select Annual Sheet > Generate Report
Email Full & Final sheets sends termination settlement documentation to departing employees, providing complete F&F calculation details with security protection.
Navigation Path: Payroll > Employees > Email Documents > Select Employees > Click Reports > Select Report Protection > Select Full & Final Sheet > Generate Report
Arrear
View employee arrears displays comprehensive information about pending arrear payments, providing monthly breakdown and detailed arrear processing status for employees.
Navigation Path: Payroll > Arrear > Arrear Info
Delete processed arrear removes completed arrear entries from the system, enabling administrators to clean up historical arrear data after successful processing.
Navigation Path: Payroll > Arrear > Select Employee > Click Delete Processed Arrear
Process arrear handles pending arrear calculations for employees, enabling administrators to review arrear information and advance through the arrear processing workflow.
Navigation Path: Payroll > Arrear > Select Employee > Next > Preview Arrear Information > Select Employee > Next
Full & Final
Pending F&F displays separated employees awaiting Full and Final settlement initiation, enabling administrators to track and manage termination processing workflows.
Navigation Path: Payroll > Full & Final > Pending for F&F
Completed F&F shows employees with finalized Full and Final settlements, providing access to rollback, download statements, and re-settlement options.
Navigation Path: Payroll > Full & Final > F&F Completed
Benefits & Taxation
View employee loans displays comprehensive records of loan applications with filtering capabilities by location, entity, department, and loan status tracking.
Navigation Path: Payroll > Benefits & Taxation > Loans
Download employee loan proof retrieves loan documentation and supporting documents for individual employees, enabling administrators to access loan verification materials.
Navigation Path: Payroll > Benefits & Taxation > Loans > Click Download Button next to Desired Employee
View loan EMI details provides comprehensive breakdown of employee loan specifics including principal amount, EMI schedules, and detailed payment tracking information.
Navigation Path: Payroll > Benefits & Taxation > Loans > Click Eye (Action Button) next to Desired Employee
Edit loan EMI/Tenure enables administrators to modify loan closure applicability, adjust tenure periods, and configure EMI settings with flexible interest calculations.
Navigation Path: Payroll > Benefits & Taxation > Loans > Click Eye (Action Button) next to Desired Employee > Click Edit EMI/Tenure
Bulk create loan enables administrators to initiate multiple employee loans simultaneously by uploading Excel templates with predefined loan configuration fields.
Navigation Path: Payroll > Benefits & Taxation > Loans > Click Bulk Create Loan
View advance payments displays comprehensive overview of employees receiving financial advances, including approval authority, detailed information access, and rejection capabilities.
Navigation Path: Payroll > Benefits & Taxation > Advance
Download advance payments proof retrieves supporting documentation and verification materials for individual employee advance requests and approval records.
Navigation Path: Payroll > Benefits & Taxation > Advance > Identify Employee > Click Download button next to Desired Employee
View advance EMI details provides comprehensive breakdown of advance amounts, interest rates, EMI payment schedules, and detailed repayment tracking information.
Navigation Path: Payroll > Benefits & Taxation > Advance > Identify Employee > Click Eye (Action Button) next to Desired Employee
View reimbursements provides comprehensive overview of employee reimbursement claims with filtering capabilities by designation, location, and department for precise tracking.
Navigation Path: Payroll > Benefits & Taxation > Reimbursement
Approve/reject reimbursements enables administrators to process employee reimbursement claims by reviewing submissions and making approval or rejection decisions for tax exemptions.
Navigation Path: Payroll > Benefits & Taxation > Reimbursement > Select Reimbursement Record > Click on Approve/Reject
Freeze reimbursements allows administrators to suspend reimbursement processing for selected employees after review, preventing further modifications until salary integration completion.
Navigation Path: Payroll > Benefits & Taxation > Reimbursement > Click Freeze Reimbursement > Select Employee > Select Freeze/Unfreeze
Un-freeze reimbursements restores reimbursement processing capabilities for previously suspended employees, enabling continued claim submissions and processing workflows.
Navigation Path: Payroll > Benefits & Taxation > Reimbursement > Click Freeze Reimbursement > Select Employee > Select Freeze/Unfreeze
Upload reimbursements enables bulk reimbursement entry for multiple employees using predefined Excel templates with comprehensive reimbursement field configurations.
Navigation Path: Payroll > Benefits & Taxation > Reimbursement > Click on Upload Reimbursement > Download Excel Template > Fill Data in Template > Upload Excel Template
View employee expenses provides comprehensive overview of approved expense requests submitted through ESS portal, with filtering capabilities for detailed expense tracking.
Navigation Path: Payroll > Benefits & Taxation > Expense
Download expense bank sheet generates XLV format banking documentation for selected employees with applied filters, facilitating streamlined expense payment processing.
Navigation Path: Payroll > Benefits & Taxation > Expense > Click Download Bank Sheet
Pay employee expenses enables administrators to process approved expense claims individually or in bulk, facilitating reimbursement payments for verified submissions.
Navigation Path: Payroll > Benefits & Taxation > Expense > Select Expense Record of Employee > Click Pay
View tax declarations displays employee tax declaration requests raised through ESS portal, enabling administrators to review and process submitted documentation.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration
Bulk download tax declarations exports multiple employee tax declaration documents in ZIP format, enabling efficient retrieval of tax submission documentation.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Click on Download Zip
Bulk email notification sends automated reminders to employees regarding tax declaration submissions, encouraging timely completion of tax documentation requirements.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Click on Email Notification
Freeze investment declarations prevents employees from submitting additional tax declarations through ESS portal, locking current submissions for processing finalization.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Click on Freeze Investment Declaration > Select Employee > Select Freeze
Un-freeze investment declarations restores employee ability to submit tax declarations through ESS portal, enabling continued tax documentation submission capabilities.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Click on Freeze Investment Declaration > Select Employee > Select Un-Freeze
Configure tax declarations enables administrators to manage multiple tax declaration heads visibility, controlling which sections appear in ESS portal employee interface.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Click Configuration > Select Head Name > Select Show/Hide
Bulk approve tax declarations processes multiple employee tax submissions simultaneously, streamlining approval workflows for efficient tax declaration management and processing.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Select Employee(s) > Click on Bulk Approve
Bulk reject tax declarations enables administrators to decline multiple employee tax submissions simultaneously, providing efficient rejection workflows with documented reasoning.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Select Employee(s) > Click on Bulk Reject
Make remarks on tax declarations enables administrators to add comments, modify amounts, and configure notification permissions for individual employee submissions.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Identify Employee Record > Click pen (Action Button) > Fill Amount and Remark > Select notification permission > Save
View tax declaration proof enables administrators to access supporting documentation and verification files submitted by employees for tax-saving investment claims.
Navigation Path: Payroll > Benefits & Taxation > Tax Declaration > Identify Employee Record > Click on Proof File
View other earnings displays employee requests for additional income sources submitted through ESS portal, enabling administrators to review secondary income declarations.
Navigation Path: Payroll > Benefits & Taxation > Other Earnings
Approve other earnings enables administrators to validate and accept employee secondary income declarations, facilitating accurate tax calculation and compliance processing.
Navigation Path: Payroll > Benefits & Taxation > Other Earnings > Select Employee > Click Approve
Reject other earnings allows administrators to decline employee secondary income declarations, providing documented rejection for incomplete or invalid income submissions.
Navigation Path: Payroll > Benefits & Taxation > Other Earnings > Select Employee > Click Reject
View other earnings proof provides access to downloadable supporting documentation submitted by employees for verification of secondary income source declarations.
Navigation Path: Payroll > Benefits & Taxation > Other Earnings > Select Employee > Click on Proof File for Downloadable proof
Imports
Bulk upload loss of pay enables administrators to import multiple employee LOP data using CSV templates for efficient payroll deduction processing.
Navigation Path: Payroll > Imports > Leave & Attendance > Loss of Pay
Bulk upload overtime and production incentive allows administrators to import multiple employee OT data using predefined templates for streamlined payroll calculations.
Navigation Path: Payroll > Imports > Leave & Attendance > Overtime and Production Incentive
Bulk upload leave encashment enables administrators to import multiple employee leave encashment data using CSV templates for efficient leave monetization processing.
Navigation Path: Payroll > Imports > Leave & Attendance > Leave Encashment
Bulk upload miscellaneous earning/deduction allows administrators to import additional salary components using predefined templates for comprehensive payroll adjustments and calculations.
Navigation Path: Payroll > Imports > Salary & Wages > Miscellaneous Earning/Deduction
Bulk upload hold salary enables administrators to import multiple employee salary suspension data using templates for efficient payroll hold management and processing.
Navigation Path: Payroll > Imports > Salary & Wages > Hold Salary
Bulk upload unhold salary allows administrators to import salary release data for multiple employees using templates, restoring suspended payroll processing efficiently.
Navigation Path: Payroll > Imports > Salary & Wages > Unhold Salary
Bulk upload bonus enables administrators to import bonus payments for multiple employees using predefined templates, facilitating efficient bonus distribution during specific payroll months.
Navigation Path: Payroll > Imports > Salary & Wages > Bonus
Bulk upload salary enables administrators to import comprehensive salary data for multiple employees using CSV templates, streamlining salary structure updates and modifications.
Navigation Path: Payroll > Imports > Salary & Wages > Salary Upload
Bulk upload other source of earnings allows administrators to import secondary income data for multiple employees, facilitating accurate tax calculations and compliance.
Navigation Path: Payroll > Imports > Salary & Wages > Other Source of Earning
Bulk upload show EPS enables administrators to import Employee Pension Scheme data for multiple employees using templates, ensuring statutory compliance and pension calculations.
Navigation Path: Payroll > Imports > Salary & Wages > Show EPS
Bulk upload previous organisation earnings imports prior employer salary data for mid-year joiners, enabling accurate annual tax calculations and TDS computations.
Navigation Path: Payroll > Imports > Salary & Wages > Previous Organisation Earnings
Bulk upload earned salary enables administrators to import actual earned salary data for multiple employees using templates, facilitating accurate payroll processing and calculations.
Navigation Path: Payroll > Imports > Salary & Wages > Earned Salary
Bulk upload employee insurance imports insurance policy data for multiple employees using predefined templates, enabling comprehensive insurance coverage management and premium calculations.
Navigation Path: Payroll > Imports > Salary & Wages > Employee Insurance
Bulk upload payment date and reference imports payment timing and reference data for multiple employees, facilitating streamlined payroll disbursement scheduling and tracking.
Navigation Path: Payroll > Imports > Salary & Wages > Payment Date and Reference
Bulk upload map overtime plan assigns overtime configurations to multiple employees using templates, enabling efficient OT policy application and calculation management.
Navigation Path: Payroll > Imports > Salary & Wages > Map Overtime Plan
Bulk upload lender details update imports loan provider information for multiple employees using templates, facilitating loan management and EMI calculation tracking.
Navigation Path: Payroll > Imports > Salary & Wages > Lender Details Update
Bulk upload employee gifts imports gift and recognition data for multiple employees using templates, enabling efficient gift taxation and payroll integration processing.
Navigation Path: Payroll > Imports > Salary & Wages > Employee Gifts
Bulk upload FNF payment date and reference imports Full & Final settlement timing data for multiple departing employees, streamlining termination payment processing.
Navigation Path: Payroll > Imports > Salary & Wages > FNF Payment Date and Reference
Bulk upload override PT imports Professional Tax override data for multiple employees using templates, enabling customized PT calculations and statutory compliance adjustments.
Navigation Path: Payroll > Imports > Salary & Wages > Override PT
Re-map salary structure enables administrators to reassign different salary configurations to multiple employees using templates, facilitating comprehensive compensation structure updates and modifications.
Navigation Path: Payroll > Imports > Salary & Wages > Re-map Salary Structure
Bulk upload employee tip points imports tip allocation data for multiple employees using predefined templates, enabling efficient tip distribution and payroll integration management.
Navigation Path: Payroll > Imports > Salary & Wages > Employee Tip Points
Bulk upload override tips imports customized tip adjustment data for multiple employees using templates, enabling manual tip calculation overrides and specialized distribution processing.
Navigation Path: Payroll > Imports > Salary & Wages > Override Tips
Bulk upload tips arrear imports outstanding tip payment data for multiple employees using templates, facilitating backdated tip settlements and arrear processing.
Navigation Path: Payroll > Imports > Salary & Wages > Tips Arrear
Bulk upload multi-location tip tagging imports location-specific tip allocation data for employees working across multiple branches, enabling accurate tip distribution tracking.
Navigation Path: Payroll > Imports > Salary & Wages > Multi-Location Tip Tagging
Bulk upload location wise tips imports branch-specific tip data for multiple employees using templates, facilitating location-based tip calculation and distribution management.
Navigation Path: Payroll > Imports > Salary & Wages > Location Wise Tips
Bulk upload arrear days imports outstanding working days data for multiple employees using templates, facilitating backdated salary calculations and arrear settlements.
Navigation Path: Payroll > Imports > Arrear > Arrear Days
Bulk upload arrear heads imports specific arrear category data for multiple employees using templates, enabling detailed arrear component tracking and processing.
Navigation Path: Payroll > Imports > Arrear > Arrear Heads
Bulk upload override income tax imports customized TDS calculation data for multiple employees using templates, enabling manual tax deduction adjustments and compliance.
Navigation Path: Payroll > Imports > Taxation > Override Income Tax
Bulk upload investment declaration imports tax-saving investment data for multiple employees using templates, facilitating efficient tax declaration processing and TDS calculations.
Navigation Path: Payroll > Imports > Taxation > Investment Declaration
Bulk upload investment declaration freeze imports declaration lock status for multiple employees using templates, preventing further tax declaration modifications during processing periods.
Navigation Path: Payroll > Imports > Taxation > Investment Declaration Freeze
Bulk upload reimbursement declaration imports reimbursement claim data for multiple employees using templates, facilitating efficient reimbursement processing and tax exemption calculations.
Navigation Path: Payroll > Imports > Taxation > Reimbursement Declaration
Bulk upload tax regime imports employee tax regime preferences (old/new) for multiple employees using templates, enabling accurate tax calculations based on individual selections.
Navigation Path: Payroll > Imports > Taxation > Tax Regime
Bulk upload create advance imports new advance request data for multiple employees using templates, facilitating efficient advance approval and EMI configuration processing.
Navigation Path: Payroll > Imports > Loan & Advance > Create Advance
Bulk upload modify advance EMI imports advance EMI adjustment data for multiple employees using templates, enabling bulk tenure and payment modifications for existing advances.
Navigation Path: Payroll > Imports > Loan & Advance > Modify Advance EMI
Bulk upload create loan imports new loan configuration data for multiple employees using predefined Excel templates, streamlining loan creation and approval workflows.
Navigation Path: Payroll > Imports > Loan & Advance > Create Loan
Bulk upload modify loan EMI imports loan EMI adjustment data for multiple employees using templates, enabling efficient tenure modifications and payment recalculations.
Navigation Path: Payroll > Imports > Loan & Advance > Modify Loan EMI
Reports
Salary & wages reports section enables administrators to download comprehensive payroll documentation including statutory compliance, accounting, finance, and compensation-related reports with filtering options.
Navigation Path: Payroll > Reports > Salary & Wages Reports
Statutory & compliance reports section provides comprehensive regulatory documentation including PF, ESI, TDS, and other statutory requirements with filtering capabilities for compliance reporting.
Navigation Path: Payroll > Reports > Statutory & Compliance
Leave & attendance reports section enables administrators to download comprehensive time tracking documentation including attendance summaries, leave balances, and workforce analytics with filtering options.
Navigation Path: Payroll > Reports > Leave & Attendance
Configuration
Setup overtime plan creates OT configurations including calculation types, minimum/maximum hours, production incentives, and payment structures for specific employee groups and entities.
Navigation Path: Payroll > Configuration > Settings > Overtime > Add OT plan
Enable overtime activates OT functionality for specific entities, allowing overtime calculations and payments to be processed during payroll execution for eligible employees.
Navigation Path: Payroll > Configuration > Settings > Select Entity > click on three dots under the Actions head > Select Payroll Setting > Enable Overtime Pay
Company Information
Navigate: Payroll > Configure > Company Information > Actions > Edit, click the Actions button next to the entity you want to edit, and update fields like PAN, TAN, Date of Incorporation, Email ID, and others.
Answer: click the Actions button next to the entity you want to edit, and update, scroll down to the Bank Details tab. Enter Bank Name, Account Number, IFSC, Branch, IBAN, and other relevant details.
Path: Payroll > Configure > Company Information >Action > Bank Details
Settings & Salary Slips
Answer: Yes. Under Salary Slips, you can configure fields, layout, and structure for the payslips visible to employees in ESS.
Path: Payroll > Configure > Salary Setup > Salary Slips > Select template > Edit/View > Customize payslip
Answer: Go to the Compliance section to set and manage statutory settings like PF, ESI, LWF, PT, and TDS as per applicable regions.
Path: Payroll > Configure > Compliance
Answer: Go to the Compliance section to create new rules for statutory compliance like PF, ESI, LWF, PT, and TDS as per applicable regions.
Path: Payroll > Configure > Compliance > Create new rule
Email Library & Reports
Answer: Use Email Library to customize templates for payslip release, bonus announcements, or other payroll-related communications.
Path: Payroll > Configure > Email Library
Answer: Yes. Under Report Configuration, define custom report formats like monthly payroll summary, tax deduction sheets, or CTC structure reports.
Path: Payroll > Configure > Report Configuration > Create Custom Report
Answer: Yes. Under Report Configuration, define custom report formats like
Path: Payroll > Configure > Report Configuration > Create F&F Custom Report.
| HOLD SALARY | HOLD SALARY |
| CURRENT SALARY | 500,000 |
| EMPLOYEE CODE | 100 |
| EMPLOYEE NAME | Name |
| BUSINESS CODE | BUSINESS CODE |
| DATE OF JOINING | 20/09/2025 |
| GENDER | Male |
Integrations
Answer: Use Integration to link attendance systems, finance tools and tax data.
Path: Payroll > Configure > Integration
Running Payroll
Path: Payroll > Run Payroll
Answer: Follow these five stages:
Manage Leave & AttendanceProcess ArrearsReview and Run PayrollInitiate PayoutPublish Payslips
Answer: Check the Error tab to see if essential fields like DOJ, CTC, or department are missing. Then go to:Payroll > Run Payroll > Leave & Attendance > Action > Map/Edit CTC
Answer: Download the Excel template, fill in the required values, and upload it back to apply changes in bulk.
Path: Payroll > Run Payroll > Bulk Upload > Overtime/LOP/Encashment
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