Documents in Zoho Payroll

In Zoho Payroll, the Documents module in your Employee Portal allows you to view and download files shared by your employer. These may include important documents such as offer letters, salary revision letters, employment agreements, and company policies.

Your employer uploads and manages these documents from their side. You’ll only be able to access the ones they’ve shared with you.

Types of Folders

In Zoho Payroll, the Documents module is divided into the following folders:

FOLDER NAME	DESCRIPTION
Organization Documents	This folder contains documents that apply to the entire organization, such as company policies, payroll guidelines, or leave policies.
Other Documents	This folder contains documents specific to you, such as your offer letters, salary revision letters, and employment agreements.
Payslips	This folder contains all your payslips. They are automatically generated and added here for you to access and download any time.
Form 16	This folder contains your annual Form 16 documents, which are generated by the end of each financial year. Form 16s are automatically added here once payroll processing and tax filing are completed.

Access Documents

To access documents shared to you:

Log in to the Employee Portal.
Go to the Documents module.

All documents that your employer has shared with you will be listed here, neatly organized in folders.

Within the Documents module, you can:

View documents online (for supported file formats)
Download any document that has been shared with you

View a Document

To view a document:

Log in to the Employee Portal.
Go to the Documents module.
Open the appropriate folder (Organization, Employee, Payslips, or Form 16).
Click the document name to open the preview.

INSIGHT You can preview documents of the following formats directly within Zoho Payroll:
PDF, GIF, PNG, JPG, and JPEG.

For all other formats, you’ll need to download the file to your device to view it.

Download a Document

To download a document:

Log in to the Employee Portal.
Go to the Documents module.
Open the appropriate folder (Organization, Employee, Payslips, or Form 16).
Click Download next to the document.

The file will be saved to your device.

Troubleshooting

If you believe a document should be visible to you but isn’t, reach out to your payroll admin. It’s possible that the document hasn’t been shared with you yet.