Audience: HR manager, payroll clerk
Duration: ~1.5 hours
Prerequisites: Getting started guide
Learning objectives
- Maintain staff records
- Track staff attendance
- Run payroll with statutory deductions
- Manage leave
1. Staff roster
Route: /erp/hr
- Employee profiles, documents, employment history
- Link staff users for ERP login
2. Staff attendance
Route: /erp/hr → attendance tab (Wave 5)
- Daily register for non-teaching staff
- Device adapter hooks for biometric (when configured)
3. Leave management
Apply and approve leave requests. Balance tracked per policy.
4. Payroll
Route: /erp/payroll
- Configure salary structures per employee.
- Set statutory config — PF, ESI, Professional Tax (Wave 5).
- Configure TDS — slabs, employee PAN, tax regime (old/new), TDS register (NG-33).
- Run payroll cycle → review payslips.
- Publish payslips to staff (when employee portal enabled).
5. Statutory notes
- PF/ESI/PT calculated per institution config
- TDS calculated from configured slabs and employee PAN/regime (NG-33) — consult CA for filing
- Historical payslips should not be edited after publish — create adjustment run instead
Practice exercise
- Open three employee records and verify salary structure.
- Run a test payroll preview for current month.
- Review statutory line items on one payslip.
FAQ
Payslip wrong? — Check salary structure effective date and statutory config before re-running.
Troubleshooting
Leave balance incorrect — Verify leave policy assignment and approved leave records for the employee.
Go deeper: IT admin — users & roles