Payroll Setup & Settings

Employee Management

Adding a New Employee Manually
Managing Custom Employee Fields
Searching, Filtering & Sorting Your Employee List
Bulk Updating Employee Status via Import
Resetting an Employee’s Password
Assigning or Changing an Employee’s Manager
Deactivating or Reactivating an Employee
Exporting Your Employee List
Bulk Importing Employees from a Spreadsheet
Inviting an Employee to the Self‑Service Portal
Editing an Existing Employee Profile

Leaves & Holidays

Adding Company‑Wide Holidays
Viewing and Managing Your Holiday Calendar
Approving, Rejecting, or Editing Leave Requests
Editing, Deleting, and Archiving Leave Types
Configuring Leave Accrual & Carryover Rules
Exporting and Reporting on Leave Data
Viewing and Managing Leave Balances
Bulk Updating Leave Balances
Customizing Leave Notifications and Reminders
Applying for Leave
Setting Your Global Leave Policies
Configuring Your Leave Types

Attendance & Shift Roster

Marking Employee Attendance
Importing & Exporting Attendance Records
Viewing & Filtering Attendance Data
Configuring Global Attendance Settings
Using QR Codes for Clock‑In/Clock‑Out
Assigning Shifts Individually via Shift Roster
Bulk Shift Assignment
Setting Up Shift Rotations & Automations
Creating and Managing Employee Shift Types
Handling Attendance Corrections
Importing & Exporting Shift Rosters
Generating Attendance Reports & Analytics
Configuring Geofencing and IP‑Based Clock‑Ins
Integrating Attendance with Payroll

Designations & Departments

Structuring Your Organization with Designation Hierarchy
Adding a New Department
Editing, Deleting & Exporting Departments
Bulk Importing Designations
Bulk Importing Departments
Bulk Assigning Designations & Departments to Employees
Generating Reports by Designation & Department
Archiving & Restoring Old Designations & Departments
Setting Role‑Based Permissions by Designation & Department
Exporting Your Designation List
Editing or Deleting a Designation
Adding a New Designation

Employee Recognition

View All Awarded Employees
Filter and Search Appreciation Records
How to Customize Award Icons and Colors
Who Can Create or Grant Awards?
Understanding the Employee Appreciation Dashboard
Best Practices for Recognizing Employees
How to Manage Historical Appreciation Records
Edit or Delete an Existing Award
Create a New Employee Award
Grant an Award to an Employee

Payroll Setup & Settings

How to Toggle & Monitor Salary TDS Status
How to Bulk Assign & Reassign Employees to Salary Groups
How to Preview & Test Payroll Settings Changes
How to Edit & Delete Existing Payroll Settings
How to Set Your Payroll Currency
How to Customize Your Salary Slip Data
How to Add & Configure Salary Components
How to Create & Assign Salary Groups
How to Set Up Salary TDS Brackets
How to Add & Manage Salary Payment Methods

Employee Salary Management

How to Set Up an Employee’s Salary Profile
How to Add an Employee’s Initial CTC & Salary Components
How to Increment or Update an Employee’s Salary
How to View and Manage an Employee’s Salary History
How to Export Employee Salary Reports
How to Bulk Update Salary Cycles for Multiple Employees
How to Remove or Reset an Employee’s Salary Profile
How to Manage the “Allow Payroll Generate” Flag
How to Audit and Reconcile Salary Data Before Payroll

Generating Payroll

How to Generate Monthly Payroll for Employees
How to View and Understand the Salary Slip Details
How to Edit a Generated Salary Slip
How to Delete or Regenerate Payroll Records
Troubleshooting Payroll Generation Issues
How to Include Attendance Data in Payroll Calculations
How to Automatically Add Timelogs to Salary
How to Incorporate Expense Claims into Payroll
How to Filter Payroll by Department or Employee
How to Export Generated Payroll Records

Overtime & Special Payments

How to Submit an Overtime Request
How to Approve or Reject Overtime Requests
How to Configure Overtime Pay Codes
How to Define Overtime Policies
How to Set Employee Hourly Rates for Overtime
How to Review Overtime Summary & Reports
How to Automate Overtime Calculations in Payroll
How to Configure Special Payments & Allowances
How to Approve Bulk Overtime Requests
Best Practices for Overtime Policy Compliance
How to Troubleshoot Overtime Discrepancies

Payroll Expenses & Reporting

How to View an Individual Employee’s TDS Report
How to View the Company TDS (Tax Deducted at Source) Report
How to Generate Your Monthly Payroll Report
How to Track and Export Payroll Expenses