Account Setup

Checklist to set up the RazorpayX Payroll Dashboard for your organisation.


After you sign up with

, you can begin to set up your account and Dashboard.

The following guide provides a checklist of prerequisite steps and best practices to set up your organisation's payroll account and system.

Watch Out!

Automated Provident Fund (PF) payments and employee registration are temporarily unavailable on Payroll. Manually register employees and make payments by the 15th of the following month. Know more about the

.

Add All Employees

You can add employees individually or in bulk on the Payroll Dashboard to set up the payroll recipients.

To add employees:

  1. Log in to the .
  2. Navigate to ADMIN OPTIONSPeople.
  3. Click Add One to add an individual employee, or Add Multiple to add multiple employees. You can also invite your employees using their email ids using Invite many.
    Add employees on RazorpayX Payroll Dashboard
  4. Enter the employees' information such as joining date, authorised email id, salary information and more.
  5. Click CONTINUE.

You have successfully added employees/contractors to the Dashboard. Your employees can complete their

using the welcome mail they receive at their registered email id.

Watch Out!

Sometimes your employees may not be added to your system due to operational discrepancies like

. Re-trigger a welcome mail or invite them to your company and payroll system.

Enable Compliances

Update your organisation's compliance details as applicable. We support and automate many monthly

payments.

To enable compliances applicable:

  1. Log in to the

    .

  2. Navigate to ADMIN OPTIONSCompany Details in the left menu.

  3. Click Provident Fund / ESIC / Professional Tax / LWFEDIT and enable compliances from the respective drop-down menu as applicable.

  4. Click CONTINUE to save the changes.

    Changing compliance settings like PF and external credentials in Payroll

If you want us to handle your external compliances, connect your Payroll account to your compliance portals as applicable.

  1. Go to External Credentials in Company DetailsEDIT.
  2. Enter the user ids and passwords to authenticate your credentials.
  3. Click CONTINUE to save the changes.

You have successfully enabled the applicable compliances. Know more about

.

You can upload your company logo to reflect on both the Dashboard and the payslips. Ensure you meet the following conditions for the logo:

  • Must be a PNG file.
  • Must have a 5:1 aspect ratio or be rectangular shaped.
  • Must have a transparent background.

To upload the logo:

  1. Log in to the

    .

  2. Navigate to Company DetailsName & AddressEDIT.

  3. Upload the photograph and click PREVIEW.

    Upload Company Logo under Company Details in Payroll

Setup Default Salary Structure

Check for Missing Information

Before you

, ensure you your employees' data is available and up-to-date.

To check for missing information:

  1. Log in to the .
  2. Go to ADMIN OPTIONSReportsMissing Information. This opens the Missing Information page with a list of employees and their missing information.
  3. Select the checkboxes against the employees' names and click SEND EMAILS. You can also select all employees using the checkbox against Employee Name.
  4. Click SEND EMAILS to re-confirm.

Your employee/s receive an email at their registered email address to update their missing information.

Missing Information settings in Payroll

Confirm Salary Components

You should re-check the salary components and net salary calculations.

To re-check salary information:

  1. Log in to the
  2. Navigate to ADMIN OPTIONSReports.
  3. Select Salary Register and select the relevant month. You can filter the information, download the payslips for that month and download the data as a .CSV file to process the data better.
Salary Register in Payroll Dashboard

Employee Tax Declarations

You must ask your employees to update their tax deductions and declarations on the

.

Employees must navigate to Tax Deductions on their Dashboard to update their tax details and minimise their deductible taxes.

Add RazorpayX Payroll as Beneficiary

To enable fund transfers, you need to add your Payroll Account as a beneficiary. You can find your account details in the Payroll

.

Update UAN

Update your employees' Universal Account Number (UAN) if applicable.

To update UAN:

  1. Log in to the .
  2. Navigate to ADMIN OPTIONSPeople.
  3. Select the employee From the list of employees and open their profile.
  4. Update their PF details in Provident FundProfessional Tax & ESI.

Enable Resignation

You can enable employee resignations and allow employees to submit resignation requests.

  1. Log in to the .
  2. Go to SettingsEmployee Resignation SetupEDIT.
  3. Select the Enable resignations feature check box.

With all of the above done, your account is completely set up to process payroll.


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razorpayx payroll
add employees
setup organisation profile
enable compliances
payroll setup guide