Setup and Admin Console-Payroll
My Zoho People organisation doesn’t show up in the Organisation Sync page. What should I do?
You should be a Super Admin in your Zoho People organisation for it to show in the Organisation Sync page. Contact your Super Admin and ask them to enable organisation sync. You must also keep the following things in mind before proceeding with ...
How do I integrate with Zoho People?
The Zoho People integration helps you push Loss of Pay (LOP) and Employee details from Zoho People to Zoho Payroll to process your monthly pay runs. To integrate with Zoho People: Go to Settings and select Zoho Apps. Click Connect next to Zoho ...
Is it possible to pause loan repayments for my employee temporarily?
Yes, you can pause loan instalment deductions using the Pause option and resume it after some time. To pause loan repayments: Go to the Loans module. Select the employee for whom you want to halt the loan repayments temporarily. Click the More icon ...
Can I record loans disbursed and partially repaid in the prior payroll?
Yes, for loans disbursed and partially repaid in the prior payroll, you can include the loan amount and perquisite balance for the remaining repayments and track them in Zoho Payroll. Once you add the prior payroll details, record the loan. To do ...
Can I delete loan repayments that have been manually recorded?
Yes, you can delete manual records of loan repayment in the Loans module as long as the pay run for the repayment month is not processed. If the pay run is processed, you will have to revert the pay run and then delete the manual repayment record. Go ...
Can I delete an open loan?
An open loan involved in the current or previous pay runs cannot be deleted. However, if the loan payment does not have any associated perquisites, then you can revert the pay runs in which the loan payment is present and delete the open loan. To ...
What is meant by a perquisite rate? How do I calculate that?
When your employer provides you or any member of your household, an interest free loan or a loan at a concessional rate – it is chargeable to tax as a perquisite. Zoho Payroll automatically calculates the perquisite charges for a loan once you input ...
Can Zoho Payroll handle loans and salary advances?
Yes. You can handle employee loans and salary advances through the Loans tab in Zoho Payroll. You will not be able to issue the loan payments through Zoho Payroll. However, you can record loans that you’ve issued to your employees and collect monthly ...
How to download TDS Worksheet?
To download the TDS (Tax Deducted at Source) Worksheet, follow these steps: Go to the Home or Pay Runs module. Go to the approved pay run for which you want to download the TDS Worksheet. Click the pay run to view the details. Click Download TDS ...
How to process Pay Runs?
To process pay runs, follow these steps: Go to Home or the Pay Runs module. Click the Create Pay Run button. On the pay run page, you’ll see key information related to the pay run, such as Payroll Cost, Payday, Net Pay, Taxes & Deductions Summary, ...
Can I override income tax for all employees at one go?
Yes, you can import the income tax amount for all employees while processing the pay run. To do this: Go to the Pay Runs module. Click Create Pay Run or View Details if you already have a draft pay run. Click Import/Export > One-time Earnings and ...
How can I fetch the LOP details from Zoho People?
If you have enabled Zoho People - Zoho Payroll integration, you can pull the LOP details directly from Zoho People. To do this, Go to the Pay Runs module. Create a pay run. Click Fetch data. Now, the data will be pushed from Zoho People to Zoho ...
How do I revert a payroll?
To revert a processed payroll: Go to the Pay Runs module in the left sidebar. Select the payroll you want to revert. Click the Overflow icon and select Delete Recorded Payment. Next, click the Overflow icon next to Initiate Payment and select Reject ...
How can download payslips or email payslips to all my employees?
Go to the Pay Runs tab. click Payroll History and select a completed pay run. click an employee. Click Download Payslip or Send Payslip from the right sidebar. To email payslips to all employees involved in this pay run, click Send Payslip from the ...
How do I mark attendance if I don’t use Zoho People?
If you don’t use Zoho People to manage your HR activities, you can mark attendance for your employees using one of the following two methods. Import LOP details You can import a CSV or XLS file containing the LOP details while running your pay run. ...
How do I add one-time earnings or variable pay components for my employees every month?
You can add one-time earnings or variable pay components to your employees while processing your monthly pay runs. Go to the Pay Runs tab. Click Create Pay Run or View Details if you already have a draft pay run. Click next to the employee name and ...
Can I edit or disable prior payroll after I’ve processed a few pay runs?
Yes, prior payroll can be edited or disabled. To do this ensure that: There are no pay run drafts All the processed pay runs are reverted. After this is done: Go to the Home module in the left sidebar. Click Getting Started on the top right corner. ...
Can I upload Investment Declarations and Proof of Investments on behalf of my employee?
Yes you can submit Investment Declarations and Proof of Investments for employees for whom you haven’t enabled employee portal. Here’s how you can declare IT: Go to the Employees module. Select the employee for whom you want to submit the IT ...
My employee is interested in contributing to EPS based on their actual EPF wages. How can I set up this configuration for them in Zoho Payroll?
Yes, you can adjust the employee’s EPS contributions based on their PF wages and not the capped wages. This feature offers your employees more control over their EPS contributions. In Zoho Payroll, you can configure EPS at actual PF wage: While ...
How do I download or export employees to my device?
Here’s how you can export employees to Zoho Payroll: Go to Employees on the left sidebar. Click the More icon in the top right corner and click Export. Select the type of employee details you want to export. Filter the employees based on their ...
How do I import employees?
Here’s how you can import employees to Zoho Payroll: Go to Employees on the left sidebar. Click the More icon in the top right corner and click Import. Select Employee Details as the import type. Upload the data in a CSV (Comma Separated Values), TSV ...
How do I filter employees who have exited the organisation?
You can filter exited employees using the Exited Employees filter in the Employees page. To do that: Go to Employees and click the filter dropdown on the top-left corner. Select Exited Employees from the dropdown and you’ll be able to view all the ...
I am unable to delete an employee because the loan disbursement date is set after the last working day. What should I do?
Zoho Payroll does not allow you to delete an employee who has pending loan repayments. You can either delete the loan or record manual repayments and then try to delete the employee.
Why am I unable to access the employee portal?
You may not be able to access your employee self-service portal due to any of the following reasons: You may not have accepted the invite sent to your email by your payroll admin Your Zoho account may not be activated. To verify this, go to ...
How do I assign salary structures to my employees?
To assign common salary structures to your employees, you should first create a salary template. Go to Settings > Salary Templates. Click the Create New button. Enter a Template Name and Description. Enter the Annual CTC. Add the necessary salary ...
How do I update an employee’s salary?
There are two ways in which you can update your employees’ salary. If you want to change the distribution of the CTC among the different salary components: Go to the Employees tab. click the employee and navigate to the Salary Details tab. Click the ...
Can statutory components be disabled at an employee level even if they are enabled at the organization level?
Yes. You can choose to enable or disable statutory components for each employee even if they are enabled at an organisation level. Go to the Employees tab and click an employee. Click the edit icon in the first card. Scroll down and enable or disable ...
What if I need to schedule earnings that are not part of an employee’s CTC?
Here’s how you can schedule earning that are not a part of CTC or salary structure of an employee. Here’s how: Click Employees on the left sidebar and select an employee. Switch to the salary details tab. Click + Add in the top right corner and ...
How can I schedule earnings that are part of an employee’s CTC in Zoho Payroll?
If the earning you are scheduling is a part of CTC or salary structure of an employee, you will be able to choose the preferred payout month in the employee’s salary details page. Here’s how: Note: You will only be able to schedule the earning while ...
What are pre-tax and post-tax deductions in Zoho Payroll?
Pre-Tax Deductions Post-Tax Deductions Definition Amounts deducted before calculating income tax Amounts deducted after calculating income tax Impact on Income Reduces net taxable income and lowers income tax Does not affect net taxable income ...
Can I schedule variable pay salary components in Zoho Payroll?
Note: This feature is only available in early access. Contact support@zohopayroll.com to get access for your organisation. Yes, you can schedule variable pay salary components in Zoho Payroll using the One Time Scheduled Earning feature. This allows ...
What is Fixed Allowance, and why is it in the payslip and salary structure?
A Fixed Allowance in India refers to a specific part of the salary that is paid to an employee regularly. It is an additional payment apart from the employee’s basic salary as a part of the overall compensation package. In other words, Fixed ...
How do I enable or disable Statutory Bonus for my organization?
You must enable Statutory Bonus for your organisation before you them for your employees. Here’s how: Click Settings in the top right corner and select Statutory Components. Switch to the Statutory Bonus tab. Click Enable Statutory Bonus. Configuring ...
What is Labour Welfare Fund and how do I enable it for my organization?
Labour Welfare Fund (LWF) a scheme which ensures social security and improved working conditions for employees. It is applicable only for employees whose monthly salary is ₹15,000 or less. The deduction cycle may be monthly, half-yearly or yearly ...
What is Professional Tax and how do I enable it for my organization?
Professional Tax is a tax levied on all professionals and salaried individuals by the State Governments. Employees belonging to different salary slabs would need to pay different amounts as Professional Tax. The tax slabs vary for each state or ...
How do I set up ESI for my organization?
This is a self-financing social security and health insurance scheme applicable only to employees whose monthly salary is ₹21,000 or less. The employees’ contribution for ESI is 0.75% of Gross Pay and your contribution would be 3.25% of Gross Pay. It ...
How do I set up EPF for my organization?
Employees’ Provident Fund (EPF) is a retirement benefit scheme available to all employees. The main purpose of this scheme is to help employees save a fraction of their salaries every month. Go to Settings in the top right corner and select Statutory ...
How to modify the PF contribution for certain employees?
Some employees would want to modify their PF contribution to meet their financial needs. To change PF contribution only for certain employees, follow these steps: Go to Settings and click Statutory Components. In the EPF tab, click the Edit icon. ...
How to calculate the PF contribution based on the employee’s working days?
To calculate the PF contribution based on the number of working days of an employee, follow these steps: Go to Settings and click Statutory Components. In the EPF tab, click the Edit icon. In the options presented, select Pro-rate Restricted PF Wage. ...
What are Admin Charges in EPF calculations?
Admin charges refer to the administrative fees imposed by the Employees’ Provident Fund Organization (EPFO) in India. These charges are levied on employers to cover the administrative expenses incurred by the EPFO in managing the EPF scheme. ...
Next page