Help Center

Payroll Activation, Billing & Payment 8

• How to sign up for payroll in Paybooks?
• How to recharge your payroll account in PayBooks?
• When and how to make payments for payroll in PayBooks?
• How is the amount to be paid calculated?
• How is the number of employees taken for billing?

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Monthly Payroll / Payrun 27

• What to do before running payroll?
• How to edit or re-run payroll of a month?
• Add/Update Monthly Attendance
• What to do after running payroll?
• How to delete processed payroll data?

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Leave & Attendance 26

• Leave Management system (LMS)
• How to create/alter New Leave Type ?
• How to update Leave Encashment units ?
• Why some employees and leave types are not shown in attendance page in run payroll wizard?
• How to adjust comp off on behalf of employees ?

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Payslips 5

• How to download pay slips in PDF format?
• How to customize format of pay slips?
• How to email pay slips to employees?
• Why is a salary component not visible in pay slips?
• How to show pay slips in employee self service?

Income Tax Management 13

• How to check and audit income tax declarations to employees?
• How to Override Income Tax amount?
• How do I open/close Employee Tax declarations in the ESS portal?
• What is “Adhoc Tax” and how is it computed?
• How is Surcharge computed?

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Reports 13

• How to download bank statement?
• Form 16 - FAQs
• How to view or download detailed salary report?
• How to view statutory compliance reports?
• How to generate Form 16 Part B,Upload Part A and Merger and Upload Part A and Part B ?

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Loan related FAQs 6

• How to add Loan Master ?
• How to add new Loan record ?
• How to recover loan installments for couple of subsequent months in one payroll?
• How to waive/close the loan ?
• Why Loan EMI is not getting deducted?

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Settings related FAQs 14

• How to create New Masters like Department, Designation etc.. ?
• How to create a salary component?
• How to allocate a pay component in salary structure of employees?
• How to create a company location?
• How to Activate Financial Year?

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User Manual 4

• How to declare my IT Declaration/Proof Submission details?
• What are the menu options available under My Space?
• What are the menu options available under My Leaves ?
• Why reporting manager not able to view Reportee leave history?

Spend Management 3

• Why Finance approval not able to view Approve option for reimbursement claims?
• Why Employees are not able to raise Reimbursement claim and Reimbursement component is not reflecting in ESS login.
• How to create Reimbursement Component?

Document Management 3

• Document Management System (DMS)
• How to create New Category of Documents & manage employees documents like Educational Certificates, PAN etc.. ??
• How to upload company policies like leave policies and other policies?

Shift, Attendance & Bio Metric 1

• Can I integrate Paybooks with my current / planned attendance / bio metric / access control software?

Others 23

• The alert option has been removed
• Why email notifications are not working ?
• Where to upload logo and what should be the size of Logo?
• How to create/add New Employee ?
• How to Import new employees records in bulk ?

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Resigned and Full & Final Settlement Process FAQs 8

• How to add resigned employees & process settlement (FFS) ?
• Why values need be selected in Reason for Exit field?
• Why values need be selected in ESI Remarks field?
• What are the impacts of values under Pay Process Type field ?
• How to make resigned employee ACTIVE again?

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Employee Self Service related FAQs 3

• How to Create Employee (ESS) Logins?
• How to Reset Password of ESS Login ?
• How to activate/deactivate employee ESS Login ?

PF, PT, ESI related FAQS 5

• Why is Profession Tax (PT) not getting calculated?
• Where to add PF Restrictions status for bulk Employees ?
• Why PT gets calculated even though “worked days” is “ZERO”?
• How to configure PF on restricted wages?
• How to Create Voluntary Provident Fund contribution Component?

Direct Salary Payment FAQs 7

• How to initiate direct salary transfer ?
• Once the payment is credited, can Payroll be re-processed ?
• Does part payment can be initiated ?
• We do not have ICICI Current Bank Account, then how to register to this feature?
• Can we make statutory payments i.e., PF, ESI & IT using this feature ?

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