Before you can run payroll, you need to complete the payroll setup in Settings, Policy, and Employee Profile.
Step 1: Configure Global Payroll Settings
Go to: Settings > Payroll Tab
Add/Delete Allowance and Deduction Columns
Under Allowance Section, click + Create Custom Allowance to add income items like Meal Allowance, Attendance Bonus, etc.
User Guides Related to Allowances
Under Deduction Section, click + Create Custom Deduction for items like Late Deduction or Unpaid Leave.
Delete Payroll Column
Initiate Deletion: Locate the specific payroll column you wish to remove and click on the Delete icon.
Confirm Identity: To prevent errors, the system requires you to re-enter the payroll column name (the exact name assigned when the column was originally created).
Permanent Removal: Once the name is verified, the payroll column will be permanently deleted from your payroll processing view.
Note: Deleting a payroll column may affect historical data or current salary calculations. Always double-check your proration settings before finalizing.
User Guides Related to Deductions
2. Tax & SSB Settings
Scroll to Tax Related Items and toggle ON/OFF for:
Income Tax
SSB (Social Security)
User Guides Related to Tax & SSB
3. Payroll Form Close Date
Define the payroll close date based on your payroll cycle:
For cycles like 26th to 25th: set close date to 26
For monthly cycles: set close date to 31
4. Employee Bank Format
Under Employee Bank, configure the bank export format your company uses for salary transfers.
User Guides Related to Bank Format
5. Currency
Click the edit icon to add or update the currency used in your company payroll.
Step 2: Configure Payroll Settings Per Policy
Go to: Settings > Policies > Select a Policy > Payroll Tab
Working Hours
Define the total working hours per week for employees under this policy.
User Guides Related to Houlry Rate
Deduction Day Rate Calculation
Choose the method for daily salary rate (used in unpaid leave/absent deductions):Roster Scheduled Working Days = Base Salary / Scheduled Days
Days of the Month = Base Salary / Calendar Days (30, 31)
Payroll Cycle Days = Base Salary / Cycle Days
Principle Working Days = Based on shift cycle
Custom Days = Base Salary / Custom number you define
Allowance & Deduction Logic Setup
Scroll down to see all custom allowances and deductions added from Payroll Settings.
For logic-based items (e.g., Attendance Bonus, Attendance-Based Payments):
Define the calculation rules
Set flat amounts or multipliers
User Guides Related to Allowances
User Guides Related to Deductions
Tax & SSB Toggle for Each Item
Beside each allowance/deduction:
Effect Income Tax Calculation: ON/OFF
One-Time Tax Calculation: ON/OFF
Effect Social Security Calculation: ON/OFF
User Guides Related to Tax & SSB
👉 Don’t forget to click “Update” to save the policy setup.
Step 3: Set Salary & Tax Info Per Employee
Go to: Employee Tab > Click Employee Name > Payroll Setting Tab
Define Salary
Add the basic salary for each employee.
Add Allowance/Deduction Values
For fixed amounts, enter values per item
For logic-based items, define multipliers
User Guides Related to Salary, Allowances and Deduction in Employee's profile
Tax Information Settings
Enter Taxpayer Info, tax-related fields, insurance info, and set SSB details
User Guides Related to Tax and SSB
✅ Once this setup is complete, you're ready to start running payroll confidently and correctly!