General Setup
Unique system code for this payroll setup. Used for processing, integrations, audit, and reporting.
User-friendly name displayed to payroll users.
Optional notes describing the scope or purpose of this payroll configuration.
Defines how often payroll is processed and drives payroll calendar generation.
Date from which this payroll setup becomes effective.
Optional expiry date. Leave blank if valid indefinitely.
Defines salary calculation basis such as fixed, attendance based, timesheet based, hourly, shift based, or hybrid.
Primary attendance source used during payroll calculation.
Yes
Allows employees to view payslips, tax details, payroll history, and notifications through ESS/mobile app.Yes
Allows recalculation of past periods for salary revisions, attendance corrections, or statutory changes.No
Allows payroll processing even if deductions exceed earnings and net salary becomes negative.Yes
Locks payroll after approval and finance posting to prevent unauthorized changes.Yes
Routes payroll through approval workflow before payslip, bank file, and GL posting.Number of days before payroll where salary, attendance, and leave changes are restricted.
Attendance Setup
Defines the attendance capture method integrated with payroll.
Minimum hours required to consider a day as payable/present.
Permitted late arrival minutes before payroll deduction or exception marking.
Permitted early exit minutes before deduction or exception marking.
Defines when attendance should be treated as half-day based on hours or punch rules.
Defines conditions for marking an employee absent for payroll deduction.
Controls payable weekly off treatment and eligibility conditions.
Controls payroll treatment for public holidays, worked holidays, and absence around holidays.
Defines payroll handling for shifts crossing midnight and night shift eligibility.
Enabled
Additional allowance or rate difference applicable for special shifts.Leave Setup
Yes
Includes approved paid leaves as payable days in payroll.Defines how loss of pay is calculated for unpaid leave or unauthorized absence.
Enabled
Allows eligible leave balances to be converted into salary payment.Enabled
Allows unused leave balance to carry forward to the next period/year.Enabled
Defines leave paid at partial salary value.Enabled
Configures maternity leave payroll treatment and statutory pay rules.Enabled
Configures paternity leave payroll treatment and eligibility.Enabled
Defines organization-specific special leave treatment in payroll.Enabled
Configures compensatory off earned and adjusted against payroll attendance.Overtime Setup
Yes
Defines whether employees under this payroll setup are eligible for overtime.Defines overtime calculation method.
Overtime rule applied when employee works on a holiday.
Overtime rule applied when employee works on weekly off/weekend.
Overtime rule applied for approved night shift overtime.
Maximum overtime hours allowed for payroll calculation within a period.
Yes
Requires approved overtime before it is included in payroll.Statutory Setup
Enabled
Provident Fund configuration for employee and employer contributions.Enabled
Employee State Insurance contribution setup where applicable.Enabled
State-wise professional tax deduction setup.Enabled
Income tax/TDS calculation, declaration, exemption and slab setup.Enabled
Labour welfare fund contribution setup as per state/country rules.Disabled
Country-specific social insurance contribution setup.Enabled
Pension contribution and retirement scheme configuration.Additional statutory rules based on country, legal entity, or worker category.
Finance Integration Setup
Liability account used for net salary payable posting.
Expense account used for salary cost posting.
Expense account used for overtime cost posting.
Expense account used for bonus/incentive posting.
Provision account used for leave accrual/encashment liability.
Provision account used for gratuity or end-of-service benefits.
Temporary clearing account for payroll settlement and bank transfer reconciliation.
Enabled
Enables distribution of payroll cost to departments/cost centers.Disabled
Enables payroll cost allocation to projects where applicable.Enabled
Automatically creates finance journal entries after payroll approval.Notifications Setup
Enabled
Notify payroll team or stakeholders when payroll processing starts.Enabled
Notify payroll/finance/management after payroll approval.Enabled
Notify employees when payslips are generated or released.Enabled
Notify finance/payroll team after bank transfer file generation.Enabled
Notify finance team once payroll journal is posted to GL.Approval Setup
User/role responsible for creating or preparing payroll setup/configuration.
User/role responsible for checking configuration accuracy before approval.
Approver responsible for payroll rule and process approval.
Finance approver responsible for GL mapping and accounting impact.
Final HR authority for policy-level payroll configuration approval.
Configurable approval flow controlling submission, review, approval, rejection, and escalation.
Toolbar Explanation
| Action | Description |
|---|---|
| New | Create a new payroll configuration. |
| Edit | Modify an existing draft or active configuration based on permission. |
| Copy Configuration | Create a new configuration by copying an existing setup. |
| Effective Date Change | Create future-dated changes without disturbing historical payroll records. |
| Deactivate | Deactivate configuration when no longer used. |
| Export | Export configuration data for review or migration. |
| Import | Import payroll setup using approved templates. |
| Audit Log | View change history, approvals, and user activity. |