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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?
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
