Payroll Management

The Payroll module handles salary processing, salary components, payslip generation, and statutory compliance. It includes WPS (Wage Protection System) export support.

Required Plan: Pro or Premium

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The Payroll Management section includes:

• Payroll Processing — Run and manage payroll cycles
• Loan & Advance — Employee loan management
• Expense Claims — Employee expense submissions
• WPS — Wage Protection System export

Salary Components

Before running payroll, configure salary components:

Earnings

• Basic Salary
• House Rent Allowance (HRA)
• Transport Allowance
• Special Allowance
• Custom earnings

Deductions

• Provident Fund (PF)
• ESI (Employee State Insurance)
• Professional Tax
• Income Tax (TDS)
• Custom deductions

Component Properties

Each component has:

• Name and type (earning/deduction)
• Calculation method (fixed amount or percentage of basic)
• Statutory flag (for compliance components)

Employee Payroll Setup

Each employee needs salary configuration:

1. Go to the employee profile → Payroll Setup
2. Configure CTC (Cost to Company)
3. Set individual salary component amounts
4. Components calculate automatically based on CTC structure

Running Payroll

Creating a Payroll Draft

1. Navigate to Payroll Processing
2. Click + New Payroll Entry
3. Select the payroll period (month/year)
4. Choose employees to include (all or filtered)
5. System calculates salaries based on:
   • Attendance records
   • Leave deductions
   • Loan installments
   • Expense reimbursements

Reviewing a Draft

• View the complete payroll breakdown
• Check individual employee calculations
• Review earnings, deductions, and net pay
• Make adjustments if needed

Processing Payroll

• Once reviewed, click Process to finalize
• Generates salary slips for each employee
• Employees can view their salary slips under My Salary

Salary Slips

Employees access their salary history through the My Salary page:

• View current and past salary slips
• Download salary slips as PDF
• See detailed breakdown of earnings and deductions

WPS Export

For organizations in the UAE and similar regions:

• Export payroll data in WPS format
• Compatible with bank submission requirements
• Download WPS file for the selected payroll run

Payroll Configuration

Configure payroll settings under Configuration & Setup → Payroll Management:

ESI Settings

• ESI contribution rates
• Eligibility thresholds

PF Settings

• PF contribution percentages
• Employee and employer shares

Professional Tax

• State-based professional tax slabs
• Auto-calculation based on salary

Gratuity Settings

• Gratuity calculation rules
• Eligibility criteria