If you're on a trial, this guide will help you set up your Payroll Module smoothly. We’ve broken it down into 4 key steps to get you started quickly and efficiently.
Step-by-Step Setup Overview
Company-Level Payroll Settings
1. Set up your company’s payroll preferences — including salary structure, payment frequency, and pay elements.
🔗 How to Configure Payroll Settings
🔗 Which AW/OW Computation Option Should I Use?
2. Add or Import Your Employees
You can either bulk import employees using our template or create users manually.
🔗 How to Import Employees
🔗 How to Add Users Manually
3. Set Up Pay Elements
Review and customise your pay items (e.g., allowances, deductions, OT).
Make sure formulas are correctly set to reflect your company’s policies.
🔗 Setting Up Pay Elements
4. Ensure Previous Salary Data Is Accounted For
Before processing payroll, make sure any past salary data (from January onwards) is reflected in the system using one of the following options:
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Option 1: Process back payruns for each month
🔗 How to Process Back Payruns Month by Month -
Option 2: Update a lump sum under AW/OW opening balances
🔗 How to Update AW/OW Opening Balances
✅ Final Check
Run a test payrun to ensure everything is working as expected:
✔️ Salary amounts are correct
✔️ Statutory contributions are calculated properly
✔️ Payslips are generated accurately