Company Profile

This is a master set up section to capture statutory information of an organization and set up rules/policies required to run payroll.

 

Go to Configure menu > click on Company Profile


Enter Company Name & other related details of an organization.



Here are the tabs information’s given:

  1. Contact Information: Enter Contact information like Name, Email ID & Phone Number of the person responsible / handling payroll.
  2. Registration Information: Enter PAN, TAN & other registration details of the Company.
  3. PT Information: Enter PT registration information.
  4. PF Information: Enter PF registration information if registered and applicable. It is not a mandatory data entry tab.
  5. ESI Information: Enter ESI registration information if registered and applicable. It is not a mandatory data entry tab.
  6. IT Info: Enter IT information viz., Signatory Name, Signatory’s Father Name, Address, Signatory designation, CIT (TDS), City and pin code etc. These details are displayed in Form 16 Part-B.
  7. Labour Law info: Enter Labour Law registration information.
  8. Setup rules:
    • Login ID type: Select the login type as Employee code or Employee email to enable employees to login to ESS.
    • Generate the employee code automatically: Enable this option to generate Employee code automatically. While creating a new Employee, code field is displayed as “AUTOMATIC” and employee code is generated automatically after entering all the employee details and saved successfully.
    • Code format: Paybooks gives an option to prefix / suffix to employee code. It is not a mandatory to choose a prefix / suffix. Example: [Company Short Name] [Employee Code] [Branch] i.e., CSN001BNG
    • Pay allocation for Basic: Select CTC where salary structure is formula based, to enter manual amount ADHOC option can be selected.
    • Basic in %: In case of salary structure is formula based enter basic percentage to calculate basic automatically.
    • Minimum Basic: Enter the applicable Minimum Wages if company is governed by the Minimum Wages Act 1948.
    • Salary definition:
      1. Standard – Choose this option if all employees salary structure is common
      2. Template-wise - This option gives the flexibility to define salary structure for different level / designation / departments / projects etc., and create multiple rules for the same salary component. After attaching a template to an employee, there is an option to include/exclude certain salary component.
  • Pay slip format: Paybooks offers multiple payslip formats based on organization requirement. Click on this link to view the different payslip format and choose the one which matches your requirement.
  • Branch wise holiday applicable: Enabling this option gives the organization a flexibility to define holidays at branch level.
  • Max restricted holiday: Enter number of restricted holidays here, which will be applicable globally to all braches.
  • Branch wise cap for restricted holiday: Branch wise restricted holidays can be selected here which will be applicable to that particular branch.
  • Comp-off treatment:
    1. Comp-off – This option allows employee to take a comp off on some other day
    2. Payout – In this option, employee can request to get paid for working on a holiday
    3. Both – Paybooks offers the flexibility of configuring both the option to enable employee to either choose comp-off or to get paid. 
  • Base days: Select the base days from the drop down list on which salary to be calculated (a denominator) i.e., 30, 31 days, actual days in a month, OR Click on Base days link to enter the actual days of calculation for each month, which will be applicable to all branches.
  • Branch Wise Base Day's: Selecting this option allows to set the base days of salary calculation to each braches separately.
  • Cut off day: Specify the Attendance/LOP day’s cutoff date here.
  • Branch wise attendance cut-off: Branch wise cutoff date could be selected here which will be applicable to that particular branch.
  • Cut off rule: selecting the option “attendance and payroll” will consider attendance and Payroll calculation based on the cut off days. Selecting the option “attendance only” will consider attendance as per the cut off day and Payroll calculation will be on actual days in a month.
  • Branch wise cut off rule: Selecting this option will allow including cut off rule location wise under location masters.
  • New Joinee cut off Day’s: If you want to specify cut off days for new joinees separately you can use the option. Selecting these option will allow whoever joined after the cut off day will be considered for the succeeding month.
  • Branch Wise new joinee cut off: Selecting this option will allow including new joinee cut off rule location wise under location masters.
  • Send auto mail after pay publish: Use this option to send auto mail to employee after publishing pay slip.
  • Employee information is editable: Use this option to provide edit access to employee to edit the Employee Personal information through his/her ESS login
  • Employee confirmation on: Using this option Confirmation period could be set by Month or Date.
  • Disable salary details at ESS: Select this option if employees Salary Details need not to be displayed to employees in their ESS login i.e., actual Salary Master of employee.



  • Add on modules
    : Settings of Add on module could be set up in Add-on Modules tab like FBP, Spend Management & Shift Management.


    Email Setup: Enter the From Email address settings from which all mails to be triggered to your employees here. Click here for more details