Payroll Configuration
All settings are company-wide unless marked Entity-level. Changes take effect from next payroll run unless otherwise noted.
Setup completeness
62%
— 8 items need attention
1
Global Setup
Mode · Currency · Admin
2
Define Entities
Legal entities · Countries · IDs
3
Configure
Cycles · Compliance · Benefits
Step 1 — Global Setup
SUPER ADMIN
Set the payroll module mode and global reporting defaults for this tenant
Multi-Entity
Entity Mode
✓
Single Entity
One company, one country. Simple setup — all payroll runs for this entity only.
✓
Multi-Entity
Multiple subsidiaries, overseas offices, or legal entities under one HRMS instance — each with their own country, currency and compliance.
Multi-entity mode: each entity gets its own country, statutory IDs, currency, and payroll cycles. Step 2 lets you configure each entity.
Reporting Defaults
Base Reporting Currency
Primary currency for consolidated reports and dashboards. Each entity can still run in its own currency.
₹
Primary Financial Year Start
Governs TDS projection periods, Form 16 dates. India entities are locked to April.
Income Tax Act S.2(9)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
India statutory FY runs April–March per Income Tax Act S.2(9). Locked for Indian entities.
Number Format
Applies to payslips, reports and exported files
Global Administration
Global Payroll Admin
Has full access to all entities. Typically Head of Finance or HR Director.
DPDP Act 2023 Compliance
Enable data redaction on payroll reports for India entities per Digital Personal Data Protection Act 2023
Digital Personal Data Protection Act, 2023 (India)
When enabled: Aadhaar, bank account and salary details are masked in exported reports. Audit logs capture all access. Applicable to all entities in compliant jurisdictions.
Step 2 — Define Entities
1 entity
Configure each legal entity — country selection automatically loads the required statutory registrations and compliance rules
In Progress
Each entity gets its own payroll configuration in Step 3.
Step 3 — Configure
All Entities
Per-entity configuration — select entity and category below
Payroll Cycle & Processing Calendar
Define payroll frequency, cut-off dates, processing schedule and calendar preview
✓ Configured
▾
Payroll cycles are configured per entity. Each entity can have different frequencies (e.g. India — Monthly + Weekly; UAE — Monthly only per WPS; UK — Monthly or 4-weekly). Select an entity below to view or edit its pay groups.
Configure pay groups for your organisation. Different employee segments can run on different payroll frequencies (monthly salaried + weekly contract workers, etc.).
Configure Cycles For
Switch entity to manage its pay groups and schedule
Pay Groups for —
— groups
Multiple Pay Groups
Different employee segments can have different payroll frequencies and schedules. E.g., salaried staff on monthly, contract workers on weekly.
Each employee must be assigned to exactly one pay group
Payment of Wages Act, 1936 S.1(6)
Under Payment of Wages Act, establishments with workers earning < ₹24,000/month must pay by the 7th (or 10th for 1000+ employees). Weekly/bi-weekly cycles may be mandatory for certain worker categories in factories and shops & establishments.
| Pay Group | Frequency | Schedule | Employees | Status |
|---|
+ Add Pay Group
Employees are assigned to pay groups via Employee Master → Payroll tab. Unassigned employees default to the primary group.
Schedule for: Salaried Staff
Monthly
Cut-off & Processing Dates
Attendance Window
Processing & Approval
Salary Credit
Attendance Cut-off Day
Attendance data must be confirmed by this day of the month
of each month
Payroll Processing Date
Draft payroll is generated on this date
of each month
Payroll Approval Deadline
After this day payroll locks for bank file generation
of each month
Salary Credit & Holiday Rules
Credit date, holiday handling, and PoW Act compliance
Payment of Wages Act, S.5
Payment of Wages Act, 1936 S.5: Wages must be paid within 7 days of wage period end (<1000 employees) or 10 days (≥1000). Weekly/fortnightly cycles have stricter timelines than monthly. Penalties under S.20 for late payment.
Credit date and holiday handling are configured per pay group. Click Edit on a pay group above to change its credit rules.
Payroll Lock Behaviour
What happens when payroll is locked after approval
Off-Cycle & Supplementary Runs
Supplementary Run Window
How many days after the main payroll lock can a supplementary run be initiated
days after main run lock
Off-Cycle Payroll Types
Types of payroll runs allowed outside the regular cycle
Off-cycle runs generate separate bank files and are included in TDS projection for the month they are processed in.
Auto-close Attendance Period
Automatically finalize attendance on cut-off day
Lock Escalation Matrix
Override Escalation
Who can unlock payroll after it has been locked, in order of escalation
| Level | Role | Can Override After Lock |
|---|---|---|
| Level 1 | ||
| Level 2 | ||
| Level 3 |
Payroll Calendar Preview
Current Month Preview
Visual calendar showing key payroll dates for the current month
Attendance Cut-off
Processing
Approval Deadline
Salary Credit
Multi-Entity & Global Configuration
Separate legal entities, subsidiaries, global payroll jurisdictions
⚠ Incomplete
▾
How it works: Your primary entity (configured in Payroll Basics) is automatically the first entity here. Add subsidiaries, overseas offices, or separate legal entities below — each with its own country, statutory IDs, currency, and payroll cycles.
Different countries, different cycles: Each entity independently configures its pay groups in Payroll Cycle & Calendar. India entity can run Monthly + Weekly; UAE entity runs Monthly (WPS mandate); UK entity runs Monthly or 4-weekly — all simultaneously, all isolated.
Different countries, different cycles: Each entity independently configures its pay groups in Payroll Cycle & Calendar. India entity can run Monthly + Weekly; UAE entity runs Monthly (WPS mandate); UK entity runs Monthly or 4-weekly — all simultaneously, all isolated.
Entity Setup
Enable Multi-Entity Payroll
Run separate payrolls for different legal entities under the same HRMS instance
Entity Isolation Level
How much data is shared across entities
Isolation level affects how pay items, salary structures, and statutory configurations are shared. Choose "Full isolation" for entities in different compliance regimes.
All Entities
Click to view or edit. Primary entity config lives in Payroll Basics (Section 1).
Consolidated Payroll
Consolidated Payroll Run
How payroll is executed across entities
Cross-Entity Reporting
Consolidated reports across all active entities
Inter-Entity Transfers
Transfer Handling
When an employee moves from one entity to another mid-year
Income Tax Act, S.192(2B)
Under Income Tax Act S.192(2B), the new employer must consider TDS already deducted by the previous employer when computing monthly TDS. Form 12B is the mechanism for employees to declare this.
Transfer Effective Date Handling
When the transfer takes effect for payroll purposes
Entity-Level Overrides
Entity-Level Approval Workflow
Override the global approval workflow per entity
Shadow Payroll & DTAA
Expatriate / Shadow Payroll
For employees on secondment between countries
Proration Rules
How salary is calculated for partial months (joiners, exits, leave-without-pay)
Not set
▾
Default Proration Method
Used for mid-month joins, exits and unpaid leave
Critical: affects all variable pay items unless overridden
Monthly Salary ÷ 30 × Days Present
Joining Date Proration
For employees who join mid-month
Exit Date Proration
Per-Item Proration Override
Some pay items may have different proration rules
Override proration per pay item from Pay Item Master → Formula tab. Items like LTA or annual bonus can be set to "no proration".
LOP Deduction Rounding
Per-day deduction computation rounding
Proration Basis
Biweekly salary ÷ 80 × hours worked
Pay Period
Proration Method
(Annual salary ÷ 52) ÷ weekly hrs × hrs worked
Pay Frequency
Proration Method
Monthly salary ÷ 30 × days worked
Annual Leave Proration
30 calendar days/yr after 1 year service; 2 days/month for 6–12 months (Art. 75).
Arrear Processing Policy
Rules for salary revision arrears, backdated changes and recovery
Arrear Trigger
What events automatically trigger arrear computation
Maximum Backdating Period
How far back arrears can be calculated
months max
Arrear Payout Mode
TDS on Arrear
How TDS is computed on arrear amounts
Section 89(1) Relief
Relief on tax for arrears received in a different year
Negative Arrear Recovery
When salary revision is downward (rare but possible)
Retro Pay Handling
Tax Withholding on Retro
W-2 Year Assignment
Retro Pay Method
NI Recalculation on Arrears
HMRC RTI Submission
Arrear Trigger
SIF Reporting
MOHRE Timing Compliance
Salary must reach employee account within 15 days of due date to avoid WPS penalty.
Provident Fund (PF) Configuration
EPF, EPS, EDLI, VPF and ECR settings as per EPFO regulations
✓ Configured
▾
Registration
PF Registration Number
Printed on ECR and statutory returns
✓ Verified
PF Trust Type
Contribution Rates
PF Wage Ceiling
Statutory ceiling for mandatory PF deduction (currently ₹15,000/mo). Actual wages can be configured for PF on full salary.
Statutory: ₹15,000/month
Once an employee opts for PF on actual wages, they cannot revert to ceiling-based within the financial year.
Contribution Split
Standard statutory split of employer's 12%
Employee EPF
12%
of PF wages
Employer EPF
3.67%
of PF wages
Employer EPS
8.33%
capped at ₹15,000 base
EDLI
0.5%
employer only, capped
PF Admin
0.5%
min ₹500/establishment
Voluntary PF (VPF)
Allow employees to contribute over 12% to EPF
VPF contributions above ₹2.5L/year are taxable on interest earned (Budget 2021). System auto-flags this.
International Workers
Special PF rules for international worker category
New Employee Exemption (Women)
Reduced employer contribution for first 3 years for new woman employees (as per government scheme)
ECR & UAN
UAN Mandatory Check
Block payroll run if any PF-applicable employee is missing UAN
ECR File Format
PF Challan Due Date Alert
Send reminder before 15th of each month
days before due (15th)
ESIC Configuration
Employee State Insurance — wage ceiling, contribution rates, contribution periods
ESIC Registration Number
Gross Wage Ceiling
ESIC applies only if employee gross ≤ this amount
Statutory: ₹21,000/month
₹
per month
⚠ Do not change — statutory value
Contribution Rates
%
%
Contribution Period Handling
ESIC uses April–September and October–March contribution periods, not financial year
⚠ Mid-year ceiling crossing — see note
Once an employee crosses ₹21,000 within a contribution period, ESIC continues until period end, then stops for the next period. New employees are covered for the full contribution period regardless of joining month.
ESIC Dispensary / Branch Mapping
Map office locations to nearest ESIC dispensaries (for IP card)
Professional Tax (PT) Configuration
State-wise slab configuration, frequency and deduction rules
⚠ 2 states incomplete
▾
PT Applicability
PT applies based on the state where the employee works (work location), not the company's registered state
Multi-State Employees
For employees working across multiple states in a year
Active States
Select states where your employees are located
Maharashtra
₹200/mo · ₹2,500/yr cap
Karnataka
Slab · ₹2,400/yr max
West Bengal
Slab · monthly
Tamil Nadu
₹208.33/mo
Andhra Pradesh
Semi-annual · ₹2,500/yr
Telangana
Semi-annual · ₹2,500/yr
Kerala
₹200/mo
Gujarat
Slab
Madhya Pradesh
₹208/mo
PT Registration Numbers
PT as Income Tax Deduction
PT is deductible under Section 16(iii) — include in TDS computation
Labour Welfare Fund (LWF)
State-wise LWF contribution amounts and deduction frequency
LWF Active States
LWF is not applicable in all states. Not applicable in Delhi, Rajasthan, Jharkhand, etc.
| State | Employee (₹) | Employer (₹) | Frequency | Due Month | Active |
|---|---|---|---|---|---|
| Maharashtra | June | ||||
| Karnataka | Dec | ||||
| Tamil Nadu | Dec |
LWF for Contract Employees
Gratuity Configuration
Payment of Gratuity Act 1972 — eligibility, formula and funding
Eligibility Threshold
Minimum continuous service for gratuity eligibility
Statutory minimum: 5 years
years continuous service
4 Years 240 Days Rule
For employees in mines / covered by Maternity Benefit Act, 4 years 240 days = 5 years
Gratuity Formula
Statutory formula under Payment of Gratuity Act
= 15 × Last Drawn (Basic + DA) ÷ 26 × Years of Service
Max tax-free gratuity: ₹20,00,000. Amount above this is taxable.
Components in "Last Drawn Salary"
Select which pay items constitute Basic + DA for gratuity
Gratuity Funding Type
Provision Accounting
Create monthly gratuity provision in payroll journal
4.81% = 15 ÷ 26 × 12 months × 1/12 per month provision
Deceased Employee
Gratuity payable on death regardless of years of service
NPS & Superannuation
National Pension System and superannuation fund setup
NPS Tier 1
Mandatory NPS under Corporate NPS model
% of Basic+DA
% — 80CCD(2) exempt
Employer NPS contribution up to 10% of Basic+DA is exempt under Section 80CCD(2) in both old and new tax regime.
Superannuation Fund
Employer superannuation — exempt up to ₹1.5L/year. Excess treated as perquisite.
% of Basic
TDS Configuration
TDS computation engine settings, challan management, projection rules
⚠ Attention needed
▾
TDS Projection Method
How monthly TDS is computed from projected annual income
Re-projection is more accurate but can cause large swings in Feb/Mar if declarations change late. Recommended for accuracy.
Standard Deduction
Auto-applied standard deduction under Section 16
₹
New regime FY 2024-25 onwards
⚠ Verify annually — update per Budget
Short Deduction Recovery Cap
Max additional TDS that can be recovered in a single month when short deduction detected (prevents salary going near-zero)
% of gross salary per month max
Regime Change Handling
When employee switches regime mid-year
Previous Employer Income
Form 12B — include previous employer salary and TDS in projection
TDS Challan Tracking
Track ITNS 281 challans — BSR code, date, amount
Form 24Q Generation
Quarterly TDS return data
Tax Slab Configuration
New Regime Slab Rates — FY 2025–26
Updated as per Union Budget Feb 2025. Edit only after official Budget notification.
| Slab (₹) | Rate | Active |
|---|---|---|
| Up to ₹4,00,000 | % | |
| ₹4,00,001 – ₹8,00,000 | % | |
| ₹8,00,001 – ₹12,00,000 | % | |
| ₹12,00,001 – ₹16,00,000 | % | |
| ₹16,00,001 – ₹20,00,000 | % | |
| ₹20,00,001 – ₹24,00,000 | % | |
| Above ₹24,00,000 | % |
Surcharge Rates
| Income Range | Surcharge |
|---|---|
| ₹50L – ₹1Cr | 10% |
| ₹1Cr – ₹2Cr | 15% |
| Above ₹2Cr (New Regime) | 25% |
TRACES & External Integration
TRACES Integration
TDS Reconciliation Analysis and Correction Enabling System (Income Tax Dept.)
Form 26AS Integration
Auto-fetch TDS credited against employee PAN from IT portal
Section 89(1) Relief
Arrear / salary received in advance relief calculation
Old vs New Tax Regime
Default regime, employee opt-in/out windows and auto-recommendation rules
Default Regime
Applied to new employees and those who haven't declared a preference
Employee Opt-In Window
When employees can declare or change their regime
Auto-Recommendation Engine
System compares both regimes and recommends the more beneficial one
New Regime — Applicable Deductions
Only certain deductions apply under the new regime
New regime exemptions update annually with the Union Budget. Admin must review and update these after each Budget announcement.
Investment Declaration Windows
Projected declaration and proof submission schedules, section-wise caps
Projected Declaration Window
Period when employees can submit projected declarations used for TDS spread
to
Actual Proof Submission Window
Period when employees must submit documentary proof
to
Proof Submission Mandatory
If proof not submitted by deadline
Section-wise Limits
Statutory caps enforced by system (employee cannot over-declare)
| Section | Annual Cap (₹) | Active |
|---|---|---|
| 80C (PF, PPF, ELSS, LIC, principal…) | ||
| 80D (Medical insurance) | ||
| 80E (Education loan interest) | No limit | |
| 80G (Donations) | 50%/100% per org | |
| 80GG (Rent — no HRA) | ||
| 80CCD(1B) — Additional NPS |
HRA Exemption Config
City classification for 50% vs 40% HRA rule
All other cities default to 40%. Managed via work location → city classification.
LTA 4-Year Block Tracking
LTA exemption allowed twice in a 4-year government-defined block
Current block: 2022–2025. Next block: 2026–2029
Federal / State / Local Tax Withholding
🇺🇸 USA
IRS W-4 elections, state income tax, local (city) tax where applicable
Federal Tax Engine
2024 IRS withholding tables
W-4 Form Version
State Income Tax
Auto-configured per employee work state
Local / City Tax
Supplemental Wage Rate
% flat rate on bonuses (IRS default 22%)
Filing: Quarterly Form 941, Annual W-2 to employees by Jan 31, W-3 to SSA by Jan 31.
FICA — Social Security + Medicare
🇺🇸 USA
6.2% SS (up to wage base) + 1.45% Medicare + 0.9% Additional Medicare on high earners
Social Security Rate (Employee)
%
SS Wage Base Limit (2024)
USD / year
Medicare Rate
% (no wage cap)
Additional Medicare
For wages > $200k (single)
Employer Match
Unemployment Insurance — SUI + FUTA
🇺🇸 USA
State Unemployment (SUI) + Federal Unemployment (FUTA) — employer-only taxes
FUTA Rate
% on first $7,000 (after state credit)
SUI Rates (by state)
Experience-rated; varies 0.5% to 6%
Configure per state with employees
Filing: FUTA — Annual Form 940. SUI — Quarterly per state (varies).
401(k) / HSA / Cafeteria Plans
🇺🇸 USA
Section 125 cafeteria plans — pre-tax retirement, health, and commuter benefits
401(k) Plan
Employer Match
% match up to
% of salary
Catch-up Contribution
Age 50+
USD additional
HSA (Health Savings Account)
FSA (Flexible Spending)
Commuter Benefits
At-Will Termination & Final Check
🇺🇸 USA
State-specific final paycheck timing rules — CA (same day), NY (next payday), TX (6 days)
Final Paycheck Timing
Auto-triggered by state
Severance Policy
PTO Payout at Termination
COBRA Notification
PAYE — Pay As You Earn
🇬🇧 UK
HMRC tax codes drive withholding: Basic 20%, Higher 40%, Additional 45%
Default Tax Code
Applied when HMRC code not received
Tax Year
6 April — 5 April (locked, UK statutory)
Scottish Tax Rates
For employees with 'S' prefix codes
Student Loan Deductions
Filing: Monthly Full Payment Submission (FPS) by 19th, Annual P60 to employees, P11D for BIK.
National Insurance Contributions
🇬🇧 UK
Class 1 NIC — employee + employer contributions funding NHS, State Pension
Employee NIC (Primary)
% above PT, 2% above UEL (2024)
Employer NIC (Secondary)
% above ST
NI Category Letter
Employment Allowance
£5,000 annual reduction on employer NIC
Workplace Pension — Auto-enrolment
🇬🇧 UK
Pensions Act 2008 — auto-enrol eligible jobholders, re-enrolment every 3 years
Pension Provider
Employee Contribution
% (minimum 5% of qualifying earnings)
Employer Contribution
% (minimum 3% of qualifying earnings)
Auto-enrol Eligibility
Age 22—SPA, earnings > £10,000/year
Salary Sacrifice Arrangement
Salary Sacrifice & Benefits in Kind (BIK)
🇬🇧 UK
P11D-reportable benefits + salary sacrifice schemes — Cycle-to-Work, childcare, EV lease
Available Sacrifice Schemes
BIK Reporting (P11D)
Payrolling of Benefits
Statutory Notice & Redundancy Pay
🇬🇧 UK
Employment Rights Act 1996 — notice based on service, redundancy based on age + tenure
Statutory Notice
1 week per year of service, min 1 week, max 12
Statutory Redundancy Pay
After 2 years service
Under 22: 0.5 week's pay / year
22—40: 1 week's pay / year
41+: 1.5 weeks' pay / year
Max £700/week, 20 years cap (2024)
22—40: 1 week's pay / year
41+: 1.5 weeks' pay / year
Max £700/week, 20 years cap (2024)
Tax-Free Limit
GBP (s.401 ITEPA 2003)
PILON Policy
P45 Generation
GOSI — Social Security (Citizens Only)
🇦🇪 UAE
General Organization for Social Insurance — applicable only to UAE / GCC nationals
Note: GOSI applies only to UAE nationals and GCC citizens. Expat employees are exempt (but covered by EOS Gratuity).
Employee Contribution (UAE National)
% of contributory salary
Employer Contribution (UAE National)
% (12.5% GPSSA + 2.5% govt subsidy)
GCC Citizen Handling
Contributory Salary Cap
AED / month
Mandatory Medical Insurance
🇦🇪 UAE
Dubai Health Insurance Law (Law No. 11 of 2013) + Abu Dhabi mandatory — employer-provided
Insurance Provider
Coverage Tier
Dependent Coverage
Salary Deduction
WPS — Wage Protection System
🇦🇪 UAE
MOHRE-mandated — monthly salary payment via UAE banks, SIF file upload
WPS Agent Bank
MOHRE Employer ID
SIF File Generation
Salary Information File — statutory format
Fixed vs Variable Pay Split
Penalty: Salary must credit by day 15 of following month. Delays > 15 days trigger fines + work permit freeze (MOHRE Ministerial Resolution 739).
Cash Allowances — Housing / Transport / Other
🇦🇪 UAE
Fixed cash allowances typical in UAE contracts (no tax-driven optimisation since no PIT)
Standard Allowance Components
Gratuity-Pensionable Components
Which components count toward EOS basic salary
End of Service (EOS) Gratuity
🇦🇪 UAE
UAE Labour Law (Federal Decree-Law 33/2021) — mandatory for all expats after 1 year
Accrual Rate — First 5 Years
days of basic salary per year
Accrual Rate — After 5 Years
days of basic salary per year
Eligibility
Calculation Base
Maximum Gratuity Cap
DEWS Alternative (DIFC)
DIFC Employee Workplace Savings — for DIFC entities
Resignation deduction: Before 5 years, gratuity may be reduced (1—3 yrs: 1/3; 3—5 yrs: 2/3) for unlimited contracts. Federal Decree-Law 33/2021 simplified for all employees.
Perquisites & Benefits Taxation
Perk valuation rules under Section 17(2) — company car, housing, club, meals
ℹ These settings control system-wide defaults for perquisite valuation. To manage individual employee perk allocations, accommodation register, loan register, LTA claims and generate Form 12BA, use the Perquisites & Benefits module →
Company Car Perk Valuation
Furnished Accommodation Perk
% of salary
% of salary or actual lease (lower)
Meal Coupon Tax Treatment
Phone / Internet Reimbursement
Employer-Provided Benefits
Imputed Income Reporting
BIK Reporting Method
Taxable BIK Items
Class 1A NIC on BIK
Perk / Allowance Mode
Typical Allowance Items
Tax Treatment
No personal income tax in UAE — all perks treated as part of cash compensation.
ESOP Tax Configuration
Perquisite on exercise, TDS timing, startup deferral (Section 80-IAC)
ℹ These are global defaults for ESOP tax treatment. For full ESOP lifecycle management (plan master, grant register, vesting, exercise events, TDS ledger, startup deferral register, SEBI disclosures), use the ESOP Management module →
Perquisite Valuation
Perquisite = (FMV on exercise date − Exercise price) × shares exercised
Perquisite = (FMV − Exercise Price) × Shares Exercised
TDS on ESOP Perquisite
TDS deducted in month of exercise under Section 192
Startup TDS Deferral (Section 80-IAC)
Eligible startups can defer ESOP TDS to: 5 years from exercise, OR sale of shares, OR exit from company — whichever is earliest
Deferral tracking requires recording each exercise event, the 5-year window, and triggering TDS when the earliest deferral event occurs. Maintain deferred TDS register per employee.
Grant Type
Withholding on Exercise / Vest
AMT Flag for ISO
Scheme Type
EMI Qualifying Conditions
Tax on Exercise
EMI: No income tax if exercise price = market value at grant. CGT on sale (10% with BADR).
Tax Treatment
No personal income tax on ESOP perquisite or capital gains in UAE. Parent-company withholding may apply if the issuing company is foreign (e.g. US parent).
Home-Country Reporting
WPS Treatment
ESOP cash-settlement (if any) reported as Variable Pay in SIF.
Payroll Run Rules & Controls
Pre-run checklist, approval workflow, exception handling, supplementary payroll
Pre-Run Checklist — Block if not met
Mandatory Pre-Run Checks
Payroll run is blocked unless all checked items pass
Approval Workflow
Maker-Checker Enforcement
The person who runs payroll cannot be the same as the approver
Approval Levels
Exception Handling
Negative Net Pay Policy
If deductions exceed gross salary for an employee
⚠ Never disburse negative amount
Recovery Carry-Forward Cap
Max deductions that can be recovered in any future month
% of net salary per month
Zero Salary Employees
Employees with zero working days (new joiners with future DOJ, etc.)
Supplementary Payroll
Off-Cycle / Supplementary Runs
For FnF, mid-month payouts, corrections after lock
Bank File & Disbursement
Employer Bank Account
Bank File Format
Disbursement Rules
Payslip Settings
Payslip PDF Security
Payslip Distribution
ERP / Accounting Integration
ERP / Accounting Export
Payroll journal entries pushed to your ERP after each run
Journal Entry Options
Variable Pay & Incentive Rules
Bonus, commission, statutory bonus, arrear and TDS on lump-sum payouts
Statutory Bonus (Payment of Bonus Act, 1965)
Mandatory for establishments with 20+ employees. Applies to employees earning ≤ ₹21,000/month gross
₹
₹
%
%
Statutory Bonus Payout Schedule
Minimum Service Eligibility
Minimum working days in accounting year to qualify
working days in the accounting year
Incentive Payout TDS Handling
Variable Pay Taxability Override
Per-payout taxability flag (some spot awards may be non-taxable)
Variable Pay Components
Supplemental Wage Withholding
Commission Cadence
Variable Pay Components
Tax Withholding
Taxed as normal earnings via PAYE in the month paid; may push employee into higher marginal band (20 / 40 / 45%).
Pension & NI Impact
Bonus Components
WPS Reporting
Tax Treatment
No personal income tax — full bonus paid to employee.
Flexi Benefit Configuration
Employee benefit basket — components, limits, payout mode and carry-forward
Enable Flexi Benefit Module
Employee Selection Window
When employees can choose or change their benefit basket
Payout Mode
Year-End Handling
If employee hasn't used full flexi pool
Claim-Based Components
Components that require bill submission (LTA, medical)
Global Pool Rules
Pool Basis
Applied across all grades unless overridden at grade level
Joiner Proration
Year-End Unspent Balance
Declaration Window
Declaration Window Open
Mid-year Basket Change Rules
Declaration Reminders
Enable Cafeteria Plan
Pre-tax Benefit Components
Enrollment Window
FSA Year-End Rule
Enable Salary Sacrifice
Eligible Schemes
National Minimum Wage Check
Post-sacrifice pay cannot fall below NMW
Optional Remuneration (OpRA) Rules
Allowance Model
Standard Allowance Components
WPS Treatment
Allowances flow into SIF Variable component
Loans, Advances & Deduction Rules
EMI schedules, recovery priority, garnishment orders and carry-forward rules
Recovery Priority Order
When net salary is insufficient, deductions are recovered in this order
1 Statutory (PF, ESIC, PT)
2 Court attachments / garnishments
3 TDS
4 Loan EMIs
5 Salary advances
6 LOP excess recovery
Maximum Deduction Cap
Protect minimum salary floor — no deduction can bring net below this
% of gross (max recoverable per month)
Interest on Loans
FnF Loan Recovery
Loan / Advance Types
Garnishment (CCPA)
Federal cap: 25% of disposable earnings (50–65% for child support). State caps may be lower.
Imputed Interest on Below-Market Loans
Loan Types
Beneficial Loan Threshold
Loans > £10,000 treated as BIK (HMRC official rate of interest)
Attachment of Earnings Orders (AEO)
Loan / Advance Types
Maximum Deduction Per Month
Labour Law Art. 60 — max 10% of basic wage for recovery
% of basic
FnF Recovery
Attendance & Leave Connect
Sync configuration, LOP rules, OT pay and comp-off handling
Attendance Data Source
Auto-Sync Trigger
LOP-Triggering Leave Types
Select leave types that result in loss-of-pay deduction
Half-Day LOP
Late Mark Rules
Late Mark LOP Conversion
Convert excess late arrivals to LOP deduction
Excess Late Mark Conversion Rate
LOP Computation Rules
LOP Proration Formula
Monthly Salary ÷ Proration Divisor × LOP Days
LOP Recovery Cap
Never recover more than this % of gross in a month
% of gross
Recovery Carry-Forward
Overtime & Holiday Pay
Overtime Pay Rules
hrs
Comp-Off vs Cash
Holiday Pay Rules
Sync Schedule & Validation
Auto-Sync Schedule
Sync Validation Rules
Employee Classification
FLSA Overtime Rule
1.5× regular rate for hours > 40 in a workweek
Time Tracking Source
Holiday Entitlement
5.6 weeks / year (28 days for 5-day week, pro-rata for part-time)
Holiday Pay Reference Period
For variable-hour workers
Working Time Regulations
SSP Qualifying Days
Work Week
Overtime (Labour Law Art. 65)
1.25× (day) · 1.5× (night / Fri–Sat) · Max 2 hrs/day regular OT
Ramadan Hours
Shift Attestation for WPS
Full & Final Settlement (FnF)
Gratuity, leave encashment, notice pay, bonus pro-rata and Form 16 on exit
FnF Components to Auto-Compute
Leave Encashment Formula
= (Basic + DA) ÷ 26 × Privilege Leave Balance
Tax-free leave encashment cap: ₹25,00,000 (Budget 2023 revision)
Notice Pay Configuration
FnF Payroll Lock
FnF must be processed separately from monthly payroll
Form 16 on Exit
Deceased Employee FnF
PF Exit Workflow (Default)
Shown on FnF documents step; employee can still override per case
Gratuity High-Value Approval
Extra approval layer before FnF payout (mirrors operational workflow)
Post-Settlement Automation
Runs when FnF is marked paid / settled — not edited per employee in operations
SLA Reminders
Payment of Wages Act: wages / FnF within 45 days of LWD (state rules may vary).
Final Paycheck Timing
Varies by state — CA: immediate, NY: next payday
FnF Components
W-2 Handling
Statutory Notice Period
1 week/year worked, max 12 weeks
Statutory Redundancy Pay
Age <22: 0.5 wk · 22–40: 1 wk · 41+: 1.5 wk (per year served, max 20 yrs)
Weekly pay cap: £700 (statutory). Tax-free up to £30,000.
P45 Issue
PILON (Pay in Lieu of Notice)
EOS Gratuity Formula
1–5 yrs: 21 days basic/yr · 5+ yrs: 30 days basic/yr · Cap: 2 years' pay
Based on last drawn basic salary (excludes allowances).
FnF Components
Resignation Type Impact on Gratuity
MOHRE Labour Card Cancellation
Payslip Configuration
Layout, branding, visibility rules and distribution settings
Payslip Layout Template
Company Logo on Payslip
Components Visibility
Payslip Distribution
Multi-Language Support
Mandatory Pay Stub Fields
State-Specific Pay Stub Laws
e.g. CA Labor Code §226
Delivery
Mandatory Fields
Tax Basis Indicator
Itemised Pay Statement (ERA 2018)
Pay Component Split
WPS SIF Reference
Language
Bank File Formats Per-entity country
Country-specific bank transfer file formats for salary disbursement
Primary Salary Account Bank
File Format
Transfer Mode
ODFI (Originating Bank)
ACH Entry Class
Settlement Timing
File Format
Primary Bank
Transfer Method
File Format
BACS Service User Number (SUN)
WPS Agent Bank
SIF File Format
.csv with fixed header/body/footer
SIF Header Fields
Employer ID (13-digit) · Agent ID (3-digit) · Payment Month · Total Salaries · Number of Records
Fixed vs Variable Component Split
Multiple Bank Accounts
Employees with multiple bank account splits
International SWIFT
For overseas employees regardless of entity country
Compliance Calendar & Alerts
Statutory filing deadlines, alert settings and overdue tracking
Statutory Deadlines
PF ECR
Due: 15th of each month
Alert days before
ESIC Return
Due: 21st of each month
Alert days before
TDS Deposit
Due: 7th of each month
Alert days before
Form 24Q
Due: Quarterly
Alert days before
PT Challan
Due: State-specific
Alert days before
Form 16
Due: 15 Jun each FY end
Alert days before
Statutory Deadlines
Federal Tax Deposit
Due: Semi-weekly / Monthly per IRS schedule
Alert 2 days before
Form 941
Due: Last day month following quarter
Alert 7 days before
Form 940 (FUTA)
Due: 31 Jan annually
Alert 15 days before
W-2 to Employees
Due: 31 Jan annually
Alert 15 days before
W-2/W-3 to SSA
Due: 31 Jan annually
Alert 15 days before
State UI / SUI
Due: Quarterly per state
Alert 5 days before
Statutory Deadlines
FPS (Full Payment Submission)
Due: On or before each pay day
Alert on pay day
EPS (Employer Payment Summary)
Due: 19th of following month
Alert 3 days before
PAYE Payment
Due: 22nd (electronic) of following month
Alert 5 days before
P60 to Employees
Due: 31 May each tax year end
Alert 15 days before
P11D (BIK)
Due: 6 July each year
Alert 14 days before
Statutory Deadlines
WPS SIF Upload
Due: By 15th of following month
Alert 5 days before
Salary Credit
Due: By 10th of following month
Alert 3 days before
GOSI Contribution
Due: Monthly (UAE nationals only)
Alert 5 days before
Labour Card Renewal
Due: Varies per employee
Alert 30 days before
Medical Insurance Renewal
Due: Annually
Alert 30 days before
Alert Recipients
payroll@acme.com ×
finance-head@acme.com ×
cfo@acme.com ×
Also alerts the logged-in admin user by default
Form 16 / TDS Certificate Configuration
Bulk generation, PDF security, digital signature, distribution and deadline alerts
PDF Generation Settings
PDF Password Policy
Applied to all Form 16 Part A + Part B PDFs
Digital Signature on Form 16
DSC-signed Form 16 is mandatory for employers with TDS > ₹1 lakh. Configure DSC token in System Settings → Certificates.
Signatory Details
Part A + Part B Generation
TRACES CONSO File for Part A
Part A must be generated from TRACES using the CONSO (consolidated) file
Part B Generation Scope
Distribution Settings
Email Template
Distribution Automation
Deadline Alerts
Form 16 Deadline Reminders
Statutory deadline: 15 June (for Q4 returns filed by 31 May)
Notification Configuration
Email and in-app notifications for payroll events, exceptions and employee actions
Employee Notifications
Payslip Ready
Investment Declaration Window Open
Proof Submission Deadline Reminder
days before deadline
TDS Spike Alert
When monthly TDS changes significantly from previous month
% month-on-month
Admin Notifications
Payroll Exception Alerts
Access Control & Roles
Role-based access for payroll — maker, checker, viewer, admin
Payroll Admin
Full access — configure, run, approve, export
Priya Sharma (Head-HR) ×
Payroll Maker
Can run payroll, cannot approve
Anita Rao (Payroll Exec) ×
Payroll Checker / Approver
Can approve — cannot be same as maker
Vikram Menon (CFO) ×
Payroll Viewer (Read-Only)
Accounts Team ×
Audit Trail
Data Export Restrictions
Cross-Entity Workflow
ADVANCED
Multi-Entity only
Inter-company employee transfers, shared cost allocation, and DTAA configuration
⚙ Optional
▾
Inter-Company Employee Transfer
Transfer Without Tenure Break
When an employee moves from Entity A → Entity B, preserve continuous service for Gratuity, PL accrual and seniority calculations
Payment of Gratuity Act, 1972 — S.2A: continuous service
Transfer Effective Date Rule
Determines when the employee appears in the new entity's payroll and exits the old entity's payroll.
YTD TDS figures (Income Tax S.192(2B)) and Form 16 Part A are automatically merged for employees transferred mid-year. The system generates a consolidated Form 16 at year-end.
FnF + Re-joining Flow
When transferring between entities requires a statutory Full & Final settlement (e.g. different PF codes)
Shared Cost Allocation
Split Salary Cost Between Entities
Allocate an employee's total cost across multiple entities — generates accounting journal entries per entity for the allocated share
Shadow Payroll & DTAA
Double Taxation Avoidance Agreement
Configure for employees on shadow payroll (taxed in both home and host country). Requires 2+ entities in different countries.
Income Tax Act S.90 — Relief from double taxation
Setup Wizard
① Global Setup
② Define Entities
③ Configure
STEP 3 TABS
📅 Pay Cycles
⚖ Compliance
🔢 Computation
🎁 Benefits
🚪 FnF & Exit
🏦 Bank & Outputs
⚙ System
ADVANCED
🔀 Cross-Entity