India Payroll ·

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Overview

Monthly In / Out

Annual Package & Bonuses

EmployeeMonthly grossAnnual package Salary paidBonusTotal (FY)Salary trend

Gratuity Liability

Gratuity by employee

Vested = legally payable now (≥5 yrs). Accruing = building up on newer staff.

Employees

NameTypeJoinedLeftGross / moBasicStatus

Onboarding

CandidateRoleCTCJoin dateStageDocs

Flow: create candidate → send offer (they get a link to accept & upload docs) → review docs → onboard on join date (creates the employee, salary, appointment letter & portal login).

Leave

Pending requests

Casual → deducts CL, Sick → deducts SL (medical certificate attached), Unpaid → no deduction.

EmployeeDatesDaysTypeReasonCL / SL

Balances

CL & SL each accrue 1 day/month (cap 12); both lapse at year-end. Click a name to view/adjust the ledger.

EmployeeCLSL

Full & Final Settlement

EmployeeLast working dayReasonNetStatus

Initiate → review the itemised statement (each line shows its reasoning) → approve → Deepak pays (or mark paid) → close to finalise the exit. Generates relieving letter, experience certificate & settlement statement.

Monthly Payroll

EmployeeGrossPFTDS BonusNet PayStatus

Pick a month and click Generate. TDS & bonus are editable per row (or bulk-upload the accountant's TDS sheet in Uploads).

Contractors

NameSinceStatus

Contractor Invoices

ContractorInvoice #DateBaseGST TDSNet PayableStatus

Bank Ledger

DateDescriptionCategoryInOutBalance

Bank ↔ Sheet Reconciliation

Each employee's actual bank payments vs the accountant's net, totalled per financial year. Monthly timing washes out; only genuine annual gaps are 🚩 flagged for your account team.


Portal logins & roles

You (owner) approve payroll here. Others log in at /payroll/portal: Accountant updates TDS + downloads data · Payments (Deepak) transfers approved salaries · Employees see their salary, loans & payslips.

NameRoleEmailLinked employeeStatus

Settlements

Salaries paid via personal/other accounts that the company must reimburse.
WhatMonthTotal salaryFrom HDFCFrontedOwed toOwedStatus

Reimbursements

Employees submit claims → you approve → they go to Deepak for the next payout.
EmployeeReasonAmountReceiptSubmittedStatus

Employee Loans

Company loans repaid via salary deduction — the reconciliation expects these, so they don't flag.
EmployeePrincipalDisbursed₹/monthFromStatusNotes

Upload accountant sheets & statements

TDS & GST calculation sheets, and monthly bank statements. Stored per month for your records and reconciliation.

TypeMonthFileUploaded

Company details (for payslips)

Name, address and logo printed on every payslip.

Address, phone, website & signatory are printed on payslips, offer / appointment letters, relieving letters & settlement statements.

No logo uploaded

Public holidays

Printed on the calendar the team sees; days that fall inside a leave request aren't counted as leave.

HolidayDate

Special leave

Paid, approval-gated leave that doesn't touch CL/SL. Set the maximum days for each.

Maternity 182 = 26 weeks (Maternity Benefit Act). Bereavement is for death of a blood relation; paternity has no statutory minimum for private firms.

Company & statutory settings

These drive every calculation. Confirm the current-year statutory values with your CA.

Salary components

Define extra pay components (Conveyance, Medical, LTA, etc.). They appear as fields when you set an employee's salary. Earnings add to gross; deductions reduce net.