Settings related FAQs

How to create New Masters like Department, Designation etc.. ?
This document will help user to create or configure the masters like department, designation, city, level, cost center, employee bank, project, salary temp...
Thu, 23 May, 2019 at 12:13 PM
How to create a salary component
  The salary of an employee comprises both Fixed and Variable pay. Paybooks helps the employer in creating and editing various Salary components in simple...
Thu, 20 Oct, 2022 at 1:49 PM
How to allocate a pay component in salary structure of employees?
User can allocate or de-allocate a newly created pay component in salary structure of your employees by following the steps mentioned below: It is a...
Mon, 21 Jan, 2019 at 11:30 AM
How to create a company location?
This document will help user to create new Location/Branch, configure Branch Wise Attendance Cut Off, Branch Wise Base Days, and Branch Wise New Joiner Cut...
Mon, 13 Aug, 2018 at 2:51 PM
How to Activate the new Financial Year
Please follow the below steps to activate the new Financial Year.   Ensure March payroll is processed and LOCK PAY PROCESS is done  Click on Dashboar...
Thu, 8 Sep, 2022 at 11:04 AM
How to do PT Configuration?
PT Configuration Pre-requisites to do the PT configuration is are as follows 1. Create the Location Master since PT gets calculated based on the STA...
Sat, 7 Jan, 2017 at 3:09 PM
How to create and configure different group of Salary Structure/ Template ?
Salary Template Report   Admin can create Different salary template for the different group of Employee based on categories like Designation, Department a...
Thu, 21 Mar, 2019 at 12:47 PM
How to extract Salary Structure Report ?
Salary Template Report   In this page, users can see the details of template wise salary structure in the form of report and the same can be exported in e...
Mon, 13 Aug, 2018 at 10:23 AM
How to create LWF component ?
To create the desired components LWF and LWF Employer Go to Settings >> Salary Components and click on New; the Configurations should be as under: ...
Thu, 2 Jan, 2020 at 2:32 PM
How to configure Finance Manager for Reimbursement workflow ?
Reimbursement Finance Mapping In this page, Location Wise Finance Approver for Reimbursement (Expense reimbursement management) can be assigned.   Rei...
Thu, 19 Dec, 2019 at 6:12 PM