About 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 XPayroll account and payroll system.
You can add employees individually or in bulk on XPayroll to set up the payroll recipients.
To add employees:
- Log in to the .
- Navigate to ADMIN OPTIONS → People.
- 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.
- Enter the employees' information such as joining date, authorised email id, salary information and more.
- Click CONTINUE.
You have successfully added employees/contractors to XPayroll. 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.Update your organisation's compliance details as applicable. XPayroll supports and automates many monthly
payments.To enable compliances applicable:
-
Log in to the
. -
Navigate to ADMIN OPTIONS → Company Details in the left menu.
-
Click Provident Fund / ESIC / Professional Tax / LWF → EDIT and enable compliances from the respective drop-down menu as applicable.
-
Click CONTINUE to save the changes.
If you want XPayroll to handle your external compliances, connect XPayroll to your compliance portals as applicable.
- Go to External Credentials in Company Details → EDIT.
- Enter the user ids and passwords to authenticate your credentials.
- 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:
-
Log in to the
. -
Navigate to Company Details → Name & Address → EDIT.
-
Upload the photograph and click PREVIEW.
See
set up.Before you
, ensure you your employees' data is available and up-to-date.To check for missing information:
- Log in to the .
- Go to ADMIN OPTIONS → Reports → Missing Information. This opens the Missing Information page with a list of employees and their missing information.
- Select the checkboxes against the employees' names and click SEND EMAILS. You can also select all employees using the checkbox against Employee Name.
- Click SEND EMAILS to re-confirm.
Your employee/s receive an email at their registered email address to update their missing information.
You should re-check the salary components and net salary calculations.
To re-check salary information:
- Log in to your
- Navigate to ADMIN OPTIONS → Reports.
- 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.
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.
To enable fund transfers, you need to add your XPayroll Account as a beneficiary. You can find your account details in the XPayroll
.Update your employees' Universal Account Number (UAN) if applicable.
To update UAN:
- Log in to your
- Navigate to ADMIN OPTIONS → People.
- Select the employee From the list of employees and open their profile.
- Update their PF details in Provident Fund → Professional Tax & ESI.
With all of the above done, your account is completely set up to process payroll.
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