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Payroll Activation, Billing & Payment
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?
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Monthly Payroll / Payrun
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
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 ?
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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
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 15
Comp off Workflow
How to adjust Comp-Off Leave Encashment ?
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
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
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
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 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
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
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
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?
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Employee Self Service related FAQs
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
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
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.
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
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
Flexible Benefit Plan - Introduction
Flexible benefit plan - Configuration
FBP Claim Approvals
FBP Process Lock
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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?
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
Video Tutorials - Paybooks
Payroll Admin Login - Video Tutorials
Employee Self Service (ESS) Videos 2.0
Introduction to Employee Self-service
Leave Application and Tracking
Reimbursement / Expense Claims Management
Flexible Benefits Plan (FBP)
Tax Regime Selection
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Quick books Connect
Zoho Books Integration for JV Posting