Payroll Configuration
Configure payroll settings, salary components, and statutory compliance.
Requires: Payroll module (Pro or Premium plan)
Salary Components
Navigate to Configuration & Setup → Payroll Management to manage components.
Earnings Components
- Basic Salary
- HRA (House Rent Allowance)
- Transport Allowance
- Special Allowance
- Overtime pay
- Custom earnings
Deduction Components
- Provident Fund (PF)
- ESI (Employee State Insurance)
- Professional Tax
- TDS (Tax Deducted at Source)
- Custom deductions
Creating a Component
- Click Add Component
- Set:
- Name
- Type (Earning or Deduction)
- Calculation method (Fixed or Percentage of Basic)
- Amount or percentage
- Whether it’s a statutory component
Statutory Settings
ESI Settings
- Configure ESI contribution rates
- Set salary thresholds for eligibility
- Employee and employer contribution percentages
PF Settings
- Provident Fund contribution percentages
- Employee and employer shares
- VPF (Voluntary Provident Fund) options
Professional Tax
- Configure state-based professional tax slabs
- Automatic calculation based on gross salary
Gratuity Settings
- Define gratuity eligibility (years of service)
- Calculation formula configuration
- Payment rules
Loan Types
Configure types of loans available to employees:
- Navigate to Loan Types
- Create loan types with:
- Name and description
- Maximum amount
- Maximum repayment period
- Interest rate (if any)
Expense Categories
Set up expense claim categories:
- Navigate to Expense Categories
- Add categories like Travel, Meals, Office Supplies
- Set approval rules per category
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