Payroll configuration tabs

Payroll configuration is one page with a searchable side navigation. The open tab is kept in the page address, so you can bookmark or share a link to a tab. Tabs with missing required or recommended setup show a dot.

Overview

Tab	What it controls
Overview	Setup progress, the next step and a checklist of required, recommended and optional setup by area.

Foundation

Tab	What it controls
Payroll policy	Currency, rounding, pay frequency, how paid days are counted, attendance cut-off and notice days for a group of employees.
Payroll calendar	Pay periods for each payroll year, with their attendance windows and pay dates.
Salary components	Earnings, deductions, employer contributions and statutory components.
Pay groups	Groups of employees processed in separate runs, and the rules that place employees in them. See Pay groups.

Pay structures

Tab	What it controls
Pay structure	Templates of components that turn an annual salary into monthly amounts.
Component mapping	Which components count towards each wage base, such as PF or ESI wages.
Structure rules	Suggest a pay structure based on the employee's grade, location, designation and similar details. See Structure rules.
Salary bands	Salary ranges per grade, with a warning when a salary falls outside them. See Salary bands.
Component grouping	Groups of components shown together.
FBP Group Master	Flexible benefit plan groups.

Statutory

Tab	What it controls
Statutory identifiers	Your organization's registration numbers.
PF configuration	Provident Fund rates, ceilings and options (India).
ESI configuration	Employees' State Insurance rates and limits (India).
PT configuration	Professional Tax slabs by state (India).
Labour welfare fund	Labour Welfare Fund contributions by state (India).
Contributions & levies	Other statutory contribution schemes for your country.

Income tax

Tab	What it controls
Income tax	Tax slabs, cess, surcharge and default regime.
Tax Declarations	The declaration and proof windows for employee tax declarations.

Processing

Tab	What it controls
Processing rules	Attendance source, handling of days with no attendance record, negative net pay recovery, minimum net pay and late-coming deductions.
Overtime Pay	Overtime rates for working days, week offs and holidays, as multiples of the hourly rate.
Leave Encashment	How encashed leave is paid.
Gratuity Master	Gratuity rules.
Loan	Loan types offered to employees.
Loan perqusite mapping	The component used for the taxable benefit of a low-interest loan.

Payslips and payments

Tab	What it controls
Payslips	What payslips show for each policy, and whether payslip PDFs are password protected.
Payslip templates	Payslip layouts, and which employees get which layout.
Bank master	Banks used for salary payments.
Bank Files	Bank file formats for salary payments.
Accounting	How the payroll journal is split, for example by department or cost centre.
Reconciliation rules	Rules for reconciling payroll against other sources.
Full and Final	Components used in leaver settlements.

Some statutory tabs only appear when the scheme applies to your country.