Help Center

Payroll Activation, Billing & Payment 10

• 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?

View all 10

Monthly Payroll / Payrun 34

• What to do before running payroll?
• How to edit or re-run payroll of a month?
• What to do after running payroll?
• How to delete processed payroll data?
• How to add Overtime component and update Overtime units (OT)?

View all 34

Leave & Attendance 30

• 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 7

• How to View and Download Pay Slips
• 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 publish pay slips in employee self service portal?

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Income Tax Management 15

• How to update Investment Declarations Employee-wise, Bulk-wise and Audit the proofs?
• 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?

View all 15

Comp off Workflow 1

• How to adjust Comp-Off Leave Encashment ?

Reports 14

• 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 ?

View all 14

Loan related FAQs 6

• How to add Loan Master ?
• How to Add and Disburse new Loan
• 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 16

• 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 the new Financial Year

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Spend Management 5

• 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?
• How to configure the reimbursement module - Along with Payroll
• Reimbursement workflow for out of payroll

Document Management 5

• 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?
• How to design Offer Letter, Appointment Letter etc
• How to upload Documents Educational Certificates,PAN etc in bulk

Bio Metric 7

• Introduction: Automatic Bio-Metric Sync
• Can I integrate Paybooks with my current / planned attendance / bio metric / access control software?
• Configure Attendance Rules
• Attendance rule mapping
• Bio-Metric Attendance Process

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Others 31

• 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 10

• 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 4

• How to Create the Logins for Employee Self Service (ESS)
• How to Reset Password of ESS Login ?
• How to activate/deactivate employee ESS Login ?
• New Ess Dashboard

PF, PT, ESI related FAQS 9

• 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?

View all 9

Direct Salary Payment FAQs 8

• 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 ?

View all 8

Employee Self Service Portal (ESS) User Manual. 8

• How to apply leaves from employee ESS portal
• Investment Declaration/Proof Submission in ESS
• How to apply comp-off from ESS Portal?
• How to declare FBP claims from ESS portal
• How to download the Form 16 from ESS end

View all 8

Journal entry 4

• How to post JV Manually ?
• Paybooks Integration with Zoho Books for Auto Posting of Journal Entries
• How to map Chart of Accounts and post JV
• JV Posting Scenario’s

FBP 17

• Flexible Benefit Plan - Introduction
• Flexible benefit plan - Configuration
• FBP Declaration
• FBP Claim Approvals
• FBP Process Lock

View all 17

24Q 5

• What is “Gross Earnings” and how is it computed?
• Where to add 24Q Acknowledgement number and PRN?
• How to add TDS paid Challan?
• How to add TDS paid Challan in bulk?
• How to generate 24Q & create FVU file?

Chat Bot 21

• Email/Call support Team
• How to get investment declaration of employee from Paybooks
• Error in Reimbursement
• View exit employee list
• Where i can recalculate complete salary list?

View all 21

Tips and Tricks 0

Payroll Admin Login - Video Tutorials 1

• Video Links

Employee Self Service (ESS) Videos 2.0 6

• Introduction to Employee Self-service
• Leave Application and Tracking
• Reimbursement / Expense Claims Management
• Flexible Benefits Plan (FBP)
• Tax Regime Selection

View all 6

Quick books Connect 0

Zoho Books Integration for JV Posting 0

Team 0

Employee Reports 0

Access Rights 0

Attendance 0

ESS Management 2

• How to activate the users for ESS login
• How to create the ESS Logins

Financial Year 1

• How to Activate the New Financial Year

Flexible Benefit Plan 0

Insights 0

Leave 4

• How to cancel approved leaves in Bulk
• How to Apply for Comp Off
• How to Approve Comp Off Requests
• How to approve/reject Leave Requests on behalf of the Reporting Manager

Legacy 0

Loans and Advances 0

Monthly Transactions 0

Offboarding 0

Onboarding 0

Payroll 0

Payroll Reports 0

Re-Hire 0

Reimbursements 0

Reports 0

Statutory Compliance 1

• How to declare your Investments for the FY 2023-24

Subscription and Login 0

Communication 0