Quick Start for HR & Payroll Teams

This guide helps HR and People Operations teams launch the Workforce and Payroll modules in the correct sequence, ensuring compliance and accurate salary disbursement from day one.

Step 1: Enable Modules

Before you can add employees, you must activate the necessary features.

1. Toggle Workforce

   Go to Settings > Workspace Modules and enable the Workforce module to track attendance and leave.

2. Toggle Payroll

   In the same menu, enable the Payroll module to handle salary processing.

Step 2: Setup Foundation

Establish the organizational structure.

1. Create Departments

   Set up your departments (e.g., Sales, Engineering) and assign managers to handle leave approvals.

2. Define Leave Policy

   Configure your annual allowances for Sick Time, Vacation, and Statutory Holidays.

3. Add Employee Records

   Input your team members' details into the Workforce master, ensuring their tax identification details are correct.

Step 3: Configure Payroll Rules

Define how people get paid.

1. Salary Components

   Set up the standard earning components (Basic Pay, Allowances) and deductions (Taxes, Provident Fund).

2. Payment Schedule

   Define your payroll cycle (e.g., Monthly on the 1st, Bi-weekly).

3. Link Components to Employees

   Assign the specific salary components and amounts to individual employee profiles.

Step 4: Run a Controlled First Cycle

Never finalize your first payroll run without a pilot test.

1. Data Health Checks

   Ensure all employees have completed their attendance logs and leave requests for the period.

2. Execute Pilot Run

   Draft the payroll run. Manually inspect 3-5 payslips to verify that the gross-to-net calculations (especially tax deductions) are accurate.

3. Finalize and Export

   Once validated, finalize the run and export the required bank disbursement files.

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Related guides

• Optional Module: Workforce
• Optional Module: Payroll
• Optional Sub Systems — Overview