How can I set up payroll for my company using greytHR for the first time?

General Discussions
1

What are the steps to use greytHR to pay my employees correctly for the first time?

1 Like
3

@Suheb **How to Set Up Payroll for the First Time in greytHR

A Simple Step-by-Step Guide**

Getting started with payroll on greytHR is easy. Follow the steps below to set up your company and pay your employees accurately for the very first time.

1. Add Your Company Details

Enter your basic company and statutory information such as:

  • Company name and address
  • PAN, TAN, PF, ESI, and Professional Tax details
  • Your preferred payroll cycle (monthly, semi-monthly, etc.)

This helps greytHR calculate payroll and statutory deductions correctly.

2. Set Up Salary Structures

Configure how salaries should be calculated:

  • Basic, HRA, allowances
  • PF, ESI, Professional Tax, and other deductions
  • CTC structure and component breakup

You can use ready-made salary templates or customize your own.

3. Add Your Employees

Add employees using one of the following:

  • Upload an Excel sheet with all employee data
  • Add employees one-by-one
  • Send digital onboarding forms for employees to fill in their details

Include key information like bank details, statutory IDs, and salary details.

4. Assign Salary to Employees

For each employee:

  • Enter their CTC or salary
  • Assign the right salary structure
  • Confirm PF, ESI, PT, and tax settings

greytHR automatically calculates the salary breakup for you.

5. Set Up Attendance & Leave

If you track attendance:

  • Configure shifts, leave policies, and weekly offs
  • Integrate biometric devices if needed
  • Review and approve attendance before payroll

This ensures correct salary and LOP calculations.

6. Run Your First Payroll

Payroll in greytHR is a simple 3-step process:

Step 1: Process Attendance

Check and approve monthly attendance, leaves, and overtime.

Step 2: Calculate Payroll

greytHR automatically computes:

  • Earnings
  • Deductions
  • PF, ESI, PT
  • Income tax
  • Net pay

Step 3: Review and Lock Payroll

Review salary reports and lock payroll for the month.

7. Pay Your Employees

Download the bank file from greytHR and upload it to your bank portal.
Your employees will get paid instantly.

8. Release Payslips

Publish payslips to the employee self-service (ESS) portal.

Employees can download their payslips from the web or the greytHR mobile app.

9. Download Statutory Reports

greytHR automatically prepares all compliance files for you:

  • PF ECR
  • ESIC report
  • Professional Tax
  • TDS reports

You can download and upload them directly to government portals.

You’re All Set!

With these steps, your first payroll on greytHR is complete.
If you ever need help, our support team, help center articles, and step-by-step guides are always available.