Getting Started

This section helps you in getting to know what data you need to have before you can start your Paybooks experience. Basically, the data required covers basic company master data, pay elements and employee data. Paybooks supports import of data from spreadsheets into Paybooks. Just generate the required templates from the Paybooks application, fill in the details by following the instructions given in the template itself and import them at a click of a button. Please refer to the Handbook to know more on importing various data into Paybooks. If you need any help on any matter, please feel free to write to [email protected] General Note: Paybooks has no standard or hard coded template for you to fill in data. All templates get generated on the fly based on the specific/required fields (leave names, salary components, employee names etc) as applicable to your company. The above table is given for a reference purpose only to enable you to keep the relevant data ready before you start your Paybooks experience. Apart from the above listed templates, you can import many other data via an MS Excel template and the best part is that the template gets generated customized to your company’s settings instead of a hard coded spreadsheet.

System requirements
Paybooks is a cloud app and you don’t need any fancy hardware or software minimum requirements. Just a system or smart phone mobile device with a browser an...
Tue, 20 Dec, 2016 at 12:11 PM
Company Data
Have these handy while creating your company's account in Paybooks. Address, logo image, PAN, TAN, PT, PF, ESI numbers, details of a person respons...
Tue, 20 Dec, 2016 at 12:13 PM
Masters
Be ready with the names of the various departments, designations, cost centres, locations, branches etc used in your company. these are not compulsory field...
Tue, 20 Dec, 2016 at 12:13 PM
Employee Master data
You will need to keep requisite data of your employees such as Employee ID, name, personal details, contact details, PAN etc, Financial Data such as CTC, a ...
Tue, 20 Dec, 2016 at 12:15 PM
Previous month ( legacy) data
If you are choosing to use Paybooks in the middle of a financial year, you will need to import the past month's salary data into Paybooks. This is nece...
Tue, 20 Dec, 2016 at 12:16 PM