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Copy, export or import a payroll setup

Setting up payroll from scratch takes time. Start from an existing setup instead.

Copy a policy​

On the payroll policy list, select Copy policy on a policy. Enter the New policy name and effective date. The new policy gets the same salary components, structures, component mapping, statutory setup and settings.

Export and import​

  1. On the source policy, select Export setup to download a setup file.
  2. In the target account (or the same one), select Import setup.
  3. Choose Setup file and the file, or Starter pack and a pack. Enter the New policy name.
  4. Select Check. Nothing is created yet. Review:
    • Will be created: what will be added.
    • Salary components already in this account: matched by code and reused.
    • Salary components to be created: missing ones, created with their formulas.
    • Fix before creating: errors, such as a component code that exists with a different category.
    • Review after creating: warnings, such as structure rules that couldn't be copied.
  5. Select Create policy.

What's copied​

Salary components and formulas, pay groups, wage bases, pay structures and their components and rules, component mapping, contribution schemes, PF, ESI, professional tax states and slabs, labour welfare fund, income tax configurations and slabs, and the policy's other settings.

Not copied: payroll calendar, employees, salaries and payroll runs. Generate the payroll calendar for the new policy before its first run.

Only the version of each setting in effect on the export date is copied, and every copied record starts on the new policy's effective date.