Set Up Account

This account setup guide provides a checklist of prerequisite steps and best practices that set up your company's XPayroll account and system.

Using this guide, you can:

• Enable and disable payroll components.
• Set up a primary system.
• Verify the information provided.

Add All Employees

Add all of your employees to XPayroll to set up the payroll recipients.

On XPayroll, you can:

• Add employees one by one, under Admin Options → People → Add One.
• Add employees in bulk, under Admin Options → People → Add Multiple.

Enable Compliances

Update your company’s compliance details as applicable. XPayroll supports and automates many monthly

To enable compliances:

1. Log in to your

   XPayroll Dashboard

   .
2. Navigate to Admin Options → Company Details.
3. Click Provident Fund / ESIC / Professional Tax / LWF → EDIT and enable and disable the statuses as applicable to your company.

If you want XPayroll to handle your external compliances, connect XPayroll to your compliance portals as applicable. To do so:

1. Navigate to Admin Options → Company Details.
2. Update the credentials to the portals under Company Details → External Credentials → EDIT.

Upload Company Logo

You can upload your company logo in Company Details → Name and Address → EDIT and upload the photograph. This logo will reflect on all the payslips.

Setup Default Salary Structure

See

Check for Missing Information

It is a good practice to check if all the necessary information of your employees are available and up-to-date. To do so:

1. Log into your

   XPayroll Dashboard

2. Go to Admin Options → Reports → Missing Information.
3. Ask your employees to verify the information provided.
4. Update the changes in the employee's profiles.

This is a mandatory step before you

Confirm Salary Components

You should recheck the salary components and net salaries calculations. To do so:

1. Log into your

   XPayroll Dashboard

2. Navigate to Admin Options → Reports.
3. Select Salary Register and evalute existing salary components.

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 XPayroll as Beneficiary

You need to add your XPayroll Account as a beneficiary to enable fund transfers. You can find your account details in the XPayroll

Update UAN

If Provident Fund applies to your company and employees, you must update their Universal Account Number (UAN). To do so:

1. Log into your

   XPayroll Dashboard

2. Navigate to Admin Options → People.
3. From the list of employees, select the employee and open their profile.
4. Update their PF details in Provident Fund → Professional Tax & ESI.

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

Related Information

• Execute Payroll

• Statutory Compliance

• Administrative Role

• Salary