Here is a checklist for your XPayroll account, please ensure you go through these 10 steps to get your account ready for your first payroll.

Training Videos

Ensure you have added all employees:
a. Single add: Admin Options>People>Add One
b. Add many: Bulk update employee list
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Let us know what compliances are enabled.

Update your logo: (this will reflect on all payslips)
​Company Details > Logo
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Set your default salary structure
​Admin Options>Settings>basic Info>Default Salary structure
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Check for Missing information
You can track which employee profiles have mandatory information missing.

Admin Options>Reports>Missing Information
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Check Salary Register to reconfirm all salary components.
You can reconfirm if the salary components and the net salaries are accurate here.
​Admin Options>Reports>Salary Register
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Ask employees to update their Tax declarations

The employee would need to Navigate to 'Tax Deductions' so they can update declarations and minimize their taxes deducted.

Video Walkthrough

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Add XPayroll details as a beneficiary
We assign a unique customer identifier to each XPayroll client for transferring funds for executing payroll.

Adding this unique number to your bank account as a beneficiary is required in advance as most banks have a 24-hour cooling period before funds can be transferred.

​You can find your account details by clicking this link (login required)
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Update the UAN for employees (if PF is applicable)
​Admin Options>People>open profile>Provident Fund, Professional Tax & ESI