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 ?

View all 30

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?

View all 7

Income Tax Management 17

• 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 17

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?

View all 6

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

View all 16

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

View all 7

Others 32

• 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 ?

View all 32

Resigned and Full & Final Settlement Process FAQs 13

• 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?

View all 13

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

New UI- Introduction 1

• New UI- Path to the various menus

Employee Reports-New UI 7

• How to Generate the Attrition Report
• How to Generate the YTD Attrition Report
• How to Generate the Headcount Report
• How to Generate Birthday Report
• How to Generate Branch Wise Report - Salary Components

View all 7

Team-New UI 6

• How to export Tax Declaration
• How to import Tax Declaration
• How to Update/Add Employee Documents
• How to view and update Tax Declaration on behalf of the Employee
• What do I view in Teams?

View all 6

Access Rights- New UI 3

• How to Map the Roles
• How to Set Permissions for each Role.
• How to access the Activity Log.

Attendance- New UI 21

• How to Approve Timestamp Change Request on behalf of the manager.
• How to Assign Shift Manager.
• How to Assign Shifts
• How to Configure Attendance Rules Manually
• How to Configure Attendance Rules

View all 21

ESS Management- New UI 25

• How to activate the users for ESS login
• How to create the ESS Logins
• How to reset the passwords for ESS
• How to apply leave in ESS
• How to claim Reimbursement in ESS.

View all 25

Financial Year- New UI 2

• How to Activate the New Financial Year
• How to Switch the Financial Year

Flexible Benefit Plan- New UI 24

• How to Approve / View FBP Claims.
• How to configure the FBP Eligibility Rules
• How to create CTC Eligibility Slabs for FBP
• How to declare FBP on behalf of the Employees.
• How to Enable Category Mapping in FBP.

View all 24

Insights- New UI 2

• What can be viewed in Payroll Insights.
• What can be viewed in Team Insights.

Leave- New UI 38

• How to cancel approved leaves individually and 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
• How to configure Comp Off payment

View all 38

Legacy- New UI 7

• How to update Employee Optional Holidays on behalf of the employee- Individually and in Bulk.
• How to Import Comp Off- Legacy Data.
• How to Import Legacy Salary Data.
• How to import Legacy Leave/ Attendance.
• How to Import Leave Request

View all 7

Loans and Advances- New UI 12

• How to Configure the Loan Master
• How to Disburse Loans
• How to generate the Employee Loan Report
• How to generate the Loan Status Report.
• How to Manage Loan Payments

View all 12

Monthly Transactions- New UI 27

• How to change the Location
• How to Assign Reporting Manager
• How to Create Document Type
• How to create Forms/Letters
• How to create User Defined Fields

View all 27

Offboarding- New UI 14

• How to Import Separation (Add multiple Exits)
• How to Offboard an Employee
• How to Process the Full and Final Settlement.
• What are the different FFS Process Types? What is their relevance?
• What is the importance of the Exit options under "Reason for Exit"?

View all 14

Onboarding- New UI 4

• How to import New Joinees -Add Hires/Onboarding in Bulk
• How to Onboard an Employee
• How to setup Automatic Employee Code Generation
• What are the types of Resident status as per Income tax?

Payroll- New UI 27

• How to allocate a pay component
• How to exclude Employees from Payroll Processing
• How to make changes to the Processed Pay
• How to Manage/Lock Payroll
• How to mark the LOP Entry for employees whose salary is kept on hold.

View all 27

Payroll Reports- New UI 15

• How to view the Reimbursement Bank Statement
• How to update the Pay Variance
• How to view the Consolidated Salary Report
• How to view the CTC Reconciliation Report
• How to view the Monthly Pay Variance Report

View all 15

Re-Hire- New UI 1

• How to Rehire an employee

Reimbursements- New UI 12

• How to approve the Reimbursements (Finance approval)
• How to enable Reimbursement Set up
• How to change the Reimbursement Approver
• How to Assign Reimbursement Approver
• How to generate the Bank Statement for Reimbursements

View all 12

Reports- New UI 16

• What information is available in the Dashboard?
• How to view/download the Salary Reports
• How to download the Register of Leave with Wages.
• How to Download the Register of Fines.
• How to download the Register of Wages Report.

View all 16

Subscription and Login- New UI 19

• How to login into Payroll
• How to sign up for payroll
• How to Subscribe to Payroll
• What is the different Subscription plans that Paybooks offers?
• What is the fee for assisted setup, migration, and training services (optional)?

View all 19

Communication- New UI 5

• How to configure the Schedule Reports
• How to Schedule Alerts
• How to Schedule Auto Reports -Employee Master and Leave Report
• What types of alerts can be sent to employees?
• The process of sending emails in bulk to employees.

Bank Payments- New UI 3

• How to Create Admin Bank Details.
• What is IFSC,MICR and Bank Client Code?
• How to initiate Direct payments.

Help and Support- New UI 5

• Email/Call the Support Team
• How to configure Helpdesk.
• How to Override /Re-assign the Tickets
• How to raise the tickets on behalf of the employees.
• How to View and Reply to the Tickets.

Settings-New UI 17

• How to create a Company’s Location/s.
• How to Configure Email Notifications for Leave and Time Stamp Requests.
• How to set the password policy.
• What are Base Days and how to configure the same?
• How to configure hourly/day-wise salary structure?

View all 17

Statutory Compliance- Income Tax-New UI 19

• How to declare your Investments for the FY 2023-24
• How to download IT(TDS) Override Report
• How to download the Income Tax Computation Report
• How to Export the Tax Regime.
• How to Generate Form 12BB

View all 19

Statutory Compliance- Professional Tax-New UI 7

• An Introduction to Professional Tax
• How to set PT Rules.
• How to update the PT (Professional Tax) Registration.
• How to generate the PT Remittance Report.
• How to generate the PT MIS Report.

View all 7

Statutory Compliance- Provident Fund-New UI 7

• An introduction to PF (Provident Fund)
• How to generate the PF Monthly Return.
• How to update the PF Registration.
• How to generate PF Form 10.
• How to configure the PF Rules.

View all 7

Statutory Compliance- Labour Welfare Fund-New UI 2

• How to generate the Labour Welfare Fund (LWF) Report.
• How to update the LWF Registration.

Statutory Compliance- Employee State Insurance (ESI)-New UI 5

• How to configure the ESI (Employees' State Insurance) Rules.
• How to generate the ESI (Employees’ State Insurance)-MIS Report.
• How to generate the ESI Monthly Return.
• An Introduction to ESI
• How to update the ESI Registration.

Payslips-New UI 5

• How to customize your pay slips.
• How to View and download Payslips
• How to Edit Payslips
• How to view/download previous year's Pay slips.
• Can I enable password protection for the employees’ payslips?

Video Tutorials -New UI 3

• List of Videos-1-New UI
• List of Videos-2-New UI
• List of Videos-3-New UI

General 4

• Training session Invite
• Support Escalation Matrix
• Email Support in case you are facing any issue/concern.
• How to view the User Manuals, FAQs, and Videos in Paybooks?

FAQs-New UI 0

Advance Reimbursement 12

• Advance Reimbursement-An Introduction
• Advance Reimbursement- How to add Expense Heads
• Advance Reimbursement-How to define Currencies
• Advance Reimbursement-How to design the Claim Form
• Advance Reimbursement-Creating Local Travel / Conveyance

View all 12

Integrations Add ons 1

• How to integrate Apps in Paybooks

Changes to the Monthly Attendance Report 0

Changes in the Monthly Salary Report 0

Variance Report format changed to xlsx. 0

Email Notifications for Leave and Time Stamp Requests 0

Release Note- Enhanced Validation for Direct Salary Payments. 0

Release Notes-Reflection of Allocated Components in the Sec 10 drop down. 0

Release Note- Resettlement-Tax Override and Report Generation 0

Release Note- Auto Scheduler Report for Employee Master Export and Leave Report. 0

Release Note- Option to Import Half Day Leave Request 0

Release Note-Option to delete Bulk Salary Revision 0

Release Note- Password Policy 0

Release Note-Option to include your Company’s logo in the Forms and Letters 0

Release Note- CTC Break-up in ESS 0

Zoho Books Integration for JV Posting 0

Payroll FAQs-New UI 8

• What is the difference between 'Compute for this month', 'Use previous month's TDS' & 'Consider zero TDS'?
• Why, when, and how to lock payroll?
• What are the steps to be taken after the run payroll process?
• Why are only some salary components and employees shown on the pay adjustments page in the run payroll wizard?
• Which salary components can be managed from the pay adjustments page in the run payroll wizard?

View all 8

Salary, Loans and Advances FAQs 0

Leave and Attendance FAQs 6

• Where can I see the assigned weeks off, holidays, and leaves taken?
• Why are Leaves being allowed to be applied for previous months despite Payroll being locked?
• Who can cancel the pending/approved and rejected leaves?
• Why some employees and leave types are not shown on the attendance page in the run payroll wizard?
• What is the difference between ‘From Manual Entry/ Summary Import’, ‘From ESS/Day-Wise Import’, ‘From Bio Metric System’, and ‘Late Occurrence', in the run payroll wizard?

View all 6

Reimbursement FAQs 2

• Why are employees unable to initiate the reimbursement claim process?
• Why is Finance not able to approve /view the reimbursement claims?

Settings FAQs 3

• Why is the salary component not reflected in the pay slips?
• Is there a mobile application available for Paybooks?
• What are the steps to fix email notification issues?

Income Tax-FAQs 1

• Why is the tax override option not available in March?

Employee Self Service-FAQs 1

• How to access the ESS portal after logging in with the HR/ Finance credentials?

Releases-Jan to June 2023 2

• Changes to the “Monthly Attendance Report”.
• Changes in the Monthly Salary Report

Release Notes-July to December 2023 8

• CTC Break-up in ESS.
• Variance Report now in XLSX format.
• Email Notifications for Leave and Time Stamp Requests
• Enhanced Validation for Direct Salary Payments.
• Reflection of Allocated Components in the Sec 10 drop down.

View all 8

Release Notes-January to March 2024 3

• Option to delete Bulk Salary Revision
• Password Policy
• Option to include your Company’s logo in the Forms and Letters

Releases April-June 2024 6

• New Leave Feature – Auto Approval for Comp Off
• Define days for Leave Attachment Requirement
• New Compliance Feature - PF Exit Report
• Improvements to the Form24 Q generation
• Page-wise digital signature option in the form 16

View all 6

Onboarding and Offboarding Videos- New UI 1

• Onboarding and Offboarding Videos - New UI

Compliance Videos- New UI 2

• Income Tax Videos-New UI
• Professional Tax Videos- New UI

ESS Management Videos- New UI 1

• ESS Management Videos- New UI

Communication and Collaboration Videos- New UI 1

• Communication and Collaboration Videos- New UI

Flexible Benefit Plan Videos- New UI 1

• Flexible Benefit Plan Videos- New UI

Leave and Attendance Videos- New UI 1

• Leave and Attendance Videos- New UI

Loans and Advances Videos- New UI 1

• Loans and Advances Videos- New UI

Monthly Transaction Videos- New UI 1

• Monthly Transaction Videos- New UI

Payroll Videos- New UI 1

• Payroll Process Videos- New UI

Reimbursement Videos - New UI 1

• Reimbursement Videos- New UI

Salary Revision Videos- New UI 1

• Salary Revision Videos- New UI

Settings Videos- New UI 1

• Settings Videos- New UI