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This help page explains the payroll configurations required to setup payroll as per your company’s requirements. Map your existing processes, ensure accurate payroll run, generate payslips and disburse salaries in just a few clicks.
Watch the video to understand payroll configurations
Setup Payroll Configurations
To setup payroll configurations, you need to:
● Log into the system as an HR Manager.
● On the Dashboards page, click Product configurations.
● Under Payroll settings, click Configure Payroll.
Let’s explore each of these payroll settings:
Global Settings
● In the Steps for payroll processing, select the steps you will use for processing your company payroll. Some steps are already selected as they are mandatory (such as Pre-payroll Processing and Calculate payroll). Select the Verification checkbox and then specify the name of the approver in the text field.
Tip: Setting an approver allows you to get the salary calculations rechecked for any errors by the authorized approver before finalizing it. After the salaries are finalized, you cannot make any changes to them.
● Select the checkbox Allow employees to view year-to-date payments and Allow employees to view Tax Advice to allow employees to view year to date details and tax advice respectively. Select Process payroll for all employees for faster loading of the page and processing payroll.
● Select the appropriate options for the remaining fields such as Allow relationship between salary heads, Display salary breakup to employee (monthly and yearly), HRA calculation mode, Enable claim for employees and Select salary rounding option.
Note: Multiple options for pay period type are available in Empxtrack enterprise version.
● Click Update to save the global settings.
Configure investment declaration
Initiate investment declaration for employees for the current financial year. Refer to the help on setup investment declarations to view stepwise instructions on how to initiate the investment declaration process.
Company settings
Setup your company information in this section. This information is required for the generation of various statutory forms. Refer to the help on configure company settings to view stepwise instructions on how to set up the company and its financial details.
Form 24Q settings
Setup details for 24Q form including company details and authorized signatory details. Learn steps to generate Form 24Q.
Payroll variables
Setup all the payroll heads as per your company needs. Refer to the help page to configure payroll variables to learn how you can customize variables by activating or deactivating them, modifying their labels, and setting their order of appearance.
Setup Report variables in payroll configurations
Setup payroll heads used in your company to generate reports. Refer setup report variables help page to learn stepwise instructions to configure variables by activating or deactivating them.
Constants
Setup global variables and constants for payroll processing. The constants are dependent on the region in which payroll processing is taking place.
Select the payslip template
Empxtrack offers 3 payslip templates (Standard, Simple and Professional). Select any one of your choice. In addition, there is an option to hide confidential details in the employee‘s payslip. You can click on the confidential data view checkbox to hide sensitive payroll related information. To customize your payslip template please contact the Empxtrack team, or convey to your account manager if you are using an enterprise version of Empxtrack.
Learn more about Empxtrack Payroll
Suggested Links
- Perform Payroll Configurations
- Setup Payroll Variables
- Setup Variables for Payroll Reports
- Setup Salary Structures
- Add Salary Heads to a Salary Structure
- Assign Salary Structure to Employees
- Upload Salary Structure
- Upload Past Salaries for Employee
- Download Employee Salaries
- Setup Investment Declaration
- Configure Company Settings for Payroll
- Design Pay Slip
- Setup Claim Variables
