Payroll

Employees

My Profile

Profile Setup

Set up your employee user profile on the RazorpayX Payroll Dashboard.

After you log in to your Payroll Account as a first-time user, you must set up your employee profile. This includes the following:

Set Up Profile

The user profile provides a detailed view of your employment, attendance payment and benefits information.

Available Now!

Watch the video on to how to

set up employee profile

.

To set up your user profile:

  1. Log in to the

    Payroll Dashboard

    .

  2. Go to the user profile icon at the top-right corner of the page and click My profile. This opens your user profile.

    Navigating to setting up profile on Payroll Dashboard

You can view and edit your personal, payment and employment details in User Profile such as the following:

Basic Information

In the Basic Information section, you can view your employment details:

  • Type as in Employee or Contractor
  • Registered Email
  • Date of Hiring
  • Title
  • Employee ID
  • Department
  • Manager
  • Location of employment
  • Last Login

Click EDIT and change your name as necessary. Click CONTINUE to save your changes.

RazorpayX Payroll view basic information

Upload Photo

Click Upload Photo in the right pane to add your photo.

Ensure your photo is a 300x300 pixels close-up of your face. Choose the file to upload and click UPLOAD PHOTO.

Compensation & Perquisites

In the Compensation & Perquisites section, you can view:

  • Annual Salary. This is your CTC. To view the salary break down, navigate to My Pay Slips.
  • Number of Bonuses. Click VIEW BONUS to view the bonuses you were paid.

Know more about

perquisites

.

Advance Salary

In the Advance Salary section, you can view:

  • Advance Salary, if you have availed it.
  • Advance Salary EMI amount. Your employer deducts this amount from your monthly salary.

Leaves & Attendance

In the Leaves & Attendance section, you can view:

  • Shift timing. This can be either:
    • Default shift or the working hours defined in your offer letter.
    • Custom shift with timings. For example, 12:30 - 17:30.
  • Total Earned Leaves balance.
  • Other leaves' balance as configured by your organisation. For example, Medical leaves.

Past Payroll in FY

In the Past Payroll in FY section, you can view:

  • Total Taxable Salary.

  • Exemption from salary.

  • TDS deducted for the previous year.

  • Previous Employer(s) Taxable Salary.

  • Previous Employe(s) TDS Deducted.

Watch Out!

This section is visible to you only when previous financial year's payroll data is available with RazorpayX Payroll.

Payment Information

In the Payment Information section, you can view the following. Click EDIT to change:

  • PAN (Permanent Account Number)
  • Bank Account Number. Enter your bank account number twice to confirm.
  • IFSC Code. You can find the IFSC in your bank account's cheque book or you can search online at

    bankifsccode.com

    .
  • Beneficiary Name
  • Payment mode. Possible options:
    • Default, as set up by your organisation.
    • IMPS
    • NEFT

Click CONTINUE to save your changes or click SKIP to provide details on a later date.

Provident Fund, Professional Tax, ESI, LWF

In this section, you can check the compliance payments and their statuses.

  • PF Status: Can be disabled for you, or you have opted in/opted out. Contact your HR/organisation administrator to make changes.
  • PF UAN: Provide your UAN if applicable. If you do not have a UAN, Payroll can register you for PF and generate a UAN.
  • Professional Tax: If your employment location state in India (as set in Basic information) collects Professional Tax, the status is Enabled.
  • ESIC Status: Shows the status of your ESIC registration for employees.
  • ESIC IP Number: View the unique ESIC ID called ESIC IP number.

Other Information

In this section, you can add other information to your Payroll account.

  • Phone number: Add your phone number to receive salary credit notifications from Payroll.

    You can also configure Two-factor authentication using your phone number and OTP and enhance security. 2FA is possible only if your employer has enabled it for you.

  • WhatsApp Integration: If your organisation has integrated Payroll with WhatsApp, you can receive your monthly payslips on your WhatsApp chat.

    Select the check box to enable the feature.

  • Gender: Select your gender from the options in the drop-down menu.

  • Date of Birth: Click the text box to open the calendar modal and enter your date of birth.

  • Blood group: Enter your blood group in the text box.

  • Business Unit: Provide the business unit you belong to. This is usually pre-configured for you by your organisation.

Click CONTINUE to save your changes.

  • Click SKIP to save the changes made and skip adding the other information.
  • Click CANCEL to discard your changes.

User Roles & Permissions

In this section, you can view your role as defined by your organisation. By default, you are an Employee/Contractor.

Other roles are visible if you are added as a collaborator or are assigned any User Roles by the Payroll Administrator.

Set Preferences

You can set email preferences for events and modify your password on the Preferences page.

  1. Log in to the

    Payroll Dashboard

    .

  2. Navigate to the user profile icon and click Preferences.

  3. On the Preferences page, you can change the following:

    Change the Password

    To change your password:

    1. Click RESET against Password.
    2. In the Reset Password pop-up modal, click RESET PASSWORD.

    This sends you a password reset email to your registered email address. Follow the link in your email to reset your password.

    Change Email Preferences

    To set email preferences:

    1. Go to Email Preferences on the Preferences page.
    2. Select and clear the check boxes against the events listed on-screen.
    3. Click SAVE PREFERENCES.

    You have successfully changed your email preferences to receive notifications only for the selected events.

    Change Default 2FA Mode

    To change the default 2FA mode:

    1. Go to

      My profile
      → Preferences page.

    2. Navigate to Two Factor Authentication → MANAGE.

    3. Select between either Email or Authenticator app as the preferred mode of authentication. Click CONTINUE.

      If you select Authenticator app:

      1. Download the preferred authenticator app on your mobile device.
      2. Scan the QR code displayed on the Authenticator App Setup page.
      3. Enter the 6-digit code from the authenticator app.
      4. Click VERIFY & SETUP.

      This successfully changes the default 2FA mode.

Upload Documents

As directed by your HR/Manager, you can upload the relevant documents on the Payroll Dashboard. To upload documents:

  1. Log in to the

    Payroll Dashboard

    .

  2. Navigate to Documents in the left menu. You can also navigate to Reminders and click documents.

  3. Select the type of document to upload using the drop-down menu. You can also add a description

  4. Select the relevant documents to upload. Refresh the page to cancel the upload.

  5. Click UPLOAD DOCUMENT(S).

    Click Documents on Razorpay Payroll Dashboard and Upload

You have successfully uploaded your documents to Payroll.

Related Information

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