About

This course takes you through the basics of setting up your organization account in Zoho Payroll, how employees can access their payroll information via the Employee Self Service Portal (ESS), and our integrations with other Zoho applications.

Who it is for:

Payroll Admins or persons in the Finance or Accounts department who are responsible for the setup, configuration, and maintenance of their organization’s payroll process.

Day One - 2 Hours

Module 1: Introduction to Payroll Basics

What is the Payroll Process?

  • Flow of the General Payroll Process

Statutory Compliance Aspects

  • Income Tax
  • Statutory Components
  • Reporting
Module 2: Introduction and Overview of Zoho Payroll

User Interface and Navigation

  • Key Modules
  • Notifications and To Do areas

Organization Setup

  • Setting up the Organization Profile
  • Tax Information
  • Pay Schedule
  • Statutory Components
  • Salary Components
  • Importing Prior Payroll

Configuring Pay Schedule

  • Working Days
  • Pay Day
  • First Pay Period

Salary Configuration

  • Configuring Master Salary Components
  • Creating Custom Salary Components
  • Using Salary Templates
  • Setting up Payslip Templates

Employees

  • Adding Employees
  • Bulk Import and Export
  • Managing Employees' Personal and Payroll Data
  • Salary Revisions
Module 3: Payroll Operations

Processing Pay Runs

  • Creating a Pay Run
  • Key Sections of the Pay Run Screen
  • Applying Loss Of Pay (LOP)
  • Applying One Time Earnings and Deductions
  • Viewing Employees' Pay Computations
  • Skipping Employees
  • Pay Run Approval
  • Salary Disbursal
  • Reverting Pay Runs
  • Withholding Salary
  • LOP Reversal

Day Two - 2 Hours

Module 4: Subsidiary Payroll Processes

Income Tax Handling

  • IT Declaration
  • Proof of Investments
  • Viewing Employee Investments
  • Editing and Submitting on Behalf of Employees

Reimbursement Handling

  • Reimbursement Components
  • Flexible Benefit Plan
  • FBP Declaration
  • Reimbursement Claim Submission

Approval Module

  • Reimbursement Claims
  • Proof of Investment
  • Salary Revisions
Module 5: Loans & Settlements

Loan Management

  • Creating Loans
  • Disbursing and Tracking Employee Loans
  • Recording Repayments

Employee Termination

  • Initiating Termination
  • Setting up and Running Termination Pay Run
  • Generating Full and Final Settlement Docs
Module 6: Reporting and Compliance

Reports - Payroll Overview

  • Employee Salary Statement and Register
  • Reimbursements Summary
  • Payroll Summary

Statutory Reports

  • EPF-ECR
  • ESIC Returns
  • PT Monthly

Tax Related

  • Tax Deduction Summary
  • Form 24Q

Others

  • Audit Report
  • Payroll Journal

Form 16 Generation

  • Uploading Part A
  • Generating and Signing

Day Three - 1 Hour

Additional Duration for Integrations (if optional): 1hour
Module 7: Access Control and Permissions

Employee Self Service Portal (ESS)

  • Features Available
  • Configuring Access
  • Key Actions
  • Mobile App

User Access and Permissions

  • Access Scenarios
  • Module and Feature Permissions
  • Configuring User Roles
  • Inviting Users
Module 8: Integration with Zoho Applications

Zoho People

  • Integration Overview
  • Integration Prerequisites
  • Setting up Employee Sync
  • Mapping Employee Fields
  • Setting up the Loss of Pay Report
  • LOP Sync Settings

Zoho Books

  • Integration Overview
  • Integration prerequisites
  • Synchronizing Bank accounts
  • Mapping Chart of Accounts
  • Configuring Journal Entries

Summary

  • What's New
  • Best Practices for Administrators
  • What’s Next?
  • Frequently Asked Questions

About

This course takes you through the basics of setting up your organization account in Zoho Payroll, performing core payroll operations and how employees can access their payroll information via the Employee Self Service Portal (ESS)

Who it is for:

People in the Finance or Accounts department who are responsible for the setup, configuration, and maintenance of their organization’s payroll process.

Day One - 2 Hours

Module 1: Introduction to Payroll Basics

What is the Payroll Process?

  • Flow of the General Payroll Process

Statutory Compliance Aspects

  • Income Tax
  • Statutory Components
  • Reporting
Module 2: Introduction and Overview of Zoho Payroll

User Interface and Navigation

  • Key Modules
  • Notifications and To Do areas

Organization Setup

  • Setting up the Organization Profile
  • Tax Information
  • Pay Schedule
  • Statutory Components
  • Salary Components
  • Importing Prior Payroll

Configuring Pay Schedule

  • Working Days
  • Pay Day
  • First Pay Period

Salary Configuration

  • Configuring Master Salary Components
  • Creating Custom Salary Components
  • Using Salary Templates
  • Setting up Payslip Templates

Employees

  • Adding Employees
  • Bulk Import and Export
  • Managing Employees' Personal and Payroll Data
Module 3: Payroll Operations

Processing Pay Runs

  • Creating a Pay Run
  • Key Sections of the Pay Run Screen
  • Applying Loss Of Pay (LOP)
  • Applying One Time Earnings and Deductions
  • Viewing Employees' Pay Computations
  • Skipping Employees
  • Pay Run Approval
  • Salary Disbursal
  • Reverting Pay Runs
  • Withholding Salary
  • LOP Reversal

Reimbursement Handling

  • Reimbursement Components
  • Flexible Benefit Plan
  • FBP Declaration
  • Reimbursement Claim Submission

Day Two - 2 Hours

Module 4: Subsidiary Payroll Processes

Income Tax Handling

  • IT Declaration
  • Proof of Investments
  • Viewing Employee Investments
Module 5: Loans & Settlements

Loan Management

  • Creating Loans
  • Disbursing and Tracking Employee Loans
  • Recording Repayments

Employee Termination

  • Initiating Termination
  • Setting up and Running Termination Pay Run
  • Generating Full and Final Settlement Docs
Module 6: Payroll Reporting

Payroll Overview

  • Employee Salary Statement and Register
  • Reimbursements Summary
  • Payroll Summary

Statutory Reports (Overview)

  • EPF Related Reports
  • ESI & PT Reports
  • TDS Reports

Others

  • Audit Report
  • Payroll Journal
Module 7: Setting up Employee Access

Employee Self Service Portal (ESS)

  • Features Available
  • Inviting Employees
  • Basic Actions
  • Mobile App
Summary
  • What's New
  • Best Practices for Administrators
  • What’s Next?
  • Frequently Asked Questions

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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