Payroll
Who: the Accounts Head role and the owner. Admins don’t see salaries. Everyone sees their own payslips under My pay & claims.
Once: statutory rules
Section titled “Once: statutory rules”Payroll → Statutory rules — show the PF, ESI, professional tax and TDS rates to your CA. When they’re happy, Review each one and type their name. Until then the payroll run warns you.
Built-in rules:
- India — PF 12% + 12% of basic (₹15,000 ceiling, optional full basic) plus admin / EDLI · ESI 0.75% / 3.25% up to ₹21,000 gross · Kerala professional tax · TDS on the new regime.
- Saudi Arabia — GOSI on basic + housing.
Each person’s salary
Section titled “Each person’s salary”Payroll → Salaries → pick the person → type the monthly gross.
- Basic, HRA and the special allowance fill in; the right side shows take-home and yearly cost.
- Tick PF / ESI / PT as they apply. Save.
- A raise? Enter the new gross with the date it starts. History is kept.
Every month: run payroll
Section titled “Every month: run payroll”- Payroll runs → Run payroll → pick the month.
- Check the yellow notes (unpaid leave, people without a salary).
- Open a payslip to add a bonus or change loss-of-pay days.
- Approve — it goes into the books.
- Transfer the salaries from your bank (use Bank advice for the list).
- Mark as paid — everyone gets their payslip. Keep Email each person their payslip ticked to email it too.
Made a mistake after approving? Reopen, fix, approve again — only before marking paid.
Advances
Section titled “Advances”Advances & claims → Give an advance — choose how many months to recover it over. The instalment comes off each salary.
Expense claims
Section titled “Expense claims”Staff use My pay & claims → Claim an expense. You approve under Advances & claims; it’s paid with their next salary.
After payroll
Section titled “After payroll”Pay PF and ESI by the 15th and TDS by the 7th of next month. Record them as Money out against the PF / ESI / TDS payable accounts (or a manual journal). See Accounts.