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Knowledge base
FAQs
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
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 ?
View all 31
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
Video Tutorials - Paybooks
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
Paybooks
Quick books Connect
0
NEW UI
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
19
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 19
ESS Management- New UI
23
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 23
Financial Year- New UI
2
How to Activate the New Financial Year
How to Switch the Financial Year
Flexible Benefit Plan- New UI
21
How to create CTC Eligibility Slabs for FBP
How to declare FBP on behalf of the Employees.
How to Enable Category Mapping in FBP.
How to lock FBP Claims.
How to process Monthly FBP.
View all 21
Insights- New UI
2
What can be viewed in Payroll Insights.
What can be viewed in Team Insights.
Leave- New UI
36
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 36
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
24
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 24
Offboarding- New UI
12
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 12
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
14
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 14
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
8
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 8
Integrations Add ons
1
How to integrate Apps in Paybooks
Release Notes
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
JV Posting
Zoho Books Integration for JV Posting
0
FAQS -All modules-New UI
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
1
Why is the salary component not reflected in the pay slips?
Releases 2023-2024
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 2024-2025
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
