On the home page click the “Settings” icon in the right-hand corner.
Click “Create Master”.
Click “Import Master”.
Click “Download Template”.
You will get to see the list of master’s you can view and create.
You can create a city, department, designation, level, cost center country, employee banks, project salary template, and grades.
Update the details in the generated Excel workbook and “Save” the file.
Click “Choose file”
Click “Import”.
Note: To add new master fields not available in the Master field drop-down menu, please email support@paybooks.in.
Note: The video outlining the process is attached for your reference.