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Setup and how-to guides for PayCraft — get your company live, run payroll, file statutory returns and help your team help themselves.
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Getting Started
Create your company, import people and run your first payroll in a week.
4 guides
Payroll & Statutory
Salary structures, payroll runs, PF/ESI/PT/TDS and India statutory filings.
13 guides
People & Leave
Employee records, org chart, attendance, leave policies and approvals.
10 guides
Talent
Recruitment, performance reviews, goals/OKRs and the learning library.
8 guides
Self-Service (ESS)
What employees can do for themselves — payslips, leave, claims and more.
6 guides
Admin & Platform
Roles & permissions, approval workflows, API keys, webhooks and data privacy.
12 guides
Popular guides
Getting started: set up your company
Create your PayCraft workspace and enter the company details every other module relies on.
Read guide →Run your first payroll
Process a monthly run end-to-end — draft, review, approve, pay — and publish payslips.
Read guide →Configure leave policies & accrual
Define leave types, balances, accrual rules and the sandwich/overlap behaviour.
Read guide →Apply for leave (employee)
Request time off, attach a reason, and track it through approval, edit or withdrawal.
Read guide →Generate ECR, Form 24Q, bank & Tally files
Export the filing artifacts each payroll run produces — EPF ECR, TDS 24Q, NEFT and accounting JV.
Read guide →View & download your payslips
Find your monthly payslips and annual tax summaries in self-service.
Read guide →All guides
Getting Started
- Getting started: set up your companyCreate your PayCraft workspace and enter the company details every other module relies on.Admin
- Add work locations & go multi-stateRegister every office/state so Professional Tax, LWF and minimum wages compute per location.Admin
- Bulk-import employees from ExcelMove your whole headcount in from a spreadsheet (or Tally/GreytHR export) in minutes.HR
- Invite your team & assign rolesBring HR, managers and employees into the workspace with the right level of access.Admin
Payroll & Statutory
- Build a salary structureDefine earnings, deductions and Flexible Benefit Plan components before you run payroll.HR
- Run your first payrollProcess a monthly run end-to-end — draft, review, approve, pay — and publish payslips.Admin
- Payroll run approval workflowMove a run through DRAFT → PROCESSED → APPROVED → PAID with approver and timestamp captured.Admin
- Off-cycle, bonus & Full-and-Final runsProcess pay outside the regular monthly cycle — ad-hoc bonuses, incentives and exit settlements.Admin
- Payroll lock, freeze & correctionsFreeze a period so late attendance/leave edits can’t disturb an approved run, and unlock selectively.Admin
- Employee exit & Full-and-Final settlementOffboard a leaver and run the dedicated F&F worksheet to settle everything owed in one payable.HR
- Salary revisions & arrearsRevise CTC with an effective date and let PayCraft auto-compute back-dated arrears.HR
- Loans, advances & reimbursements in payrollIssue a salary advance or loan and let EMIs auto-deduct from future runs.HR
- Statutory setup: PF / ESI / PT / TAN registrationEnter the registration numbers and signatory details that statutory filings require.Admin
- Generate ECR, Form 24Q, bank & Tally filesExport the filing artifacts each payroll run produces — EPF ECR, TDS 24Q, NEFT and accounting JV.Accountant
- Track statutory challans & filing statusLog challan payments (BSR code, serial, amount) and watch due dates across PF/ESI/PT/TDS.Accountant
- How Professional Tax & LWF are computedUnderstand the state-wise, gender-aware PT slabs and Labour Welfare Fund cycles PayCraft applies.Accountant
- Generate Form 16 & annual TDS summariesProduce per-employee annual TDS / Form 16 Part-B summaries for the financial year.Accountant
People & Leave
- Add & maintain an employee recordCapture the rich profile — personal, family, education, experience and statutory IDs.HR
- Org chart & position managementVisualise reporting lines and track budgeted-vs-filled positions and headcount.HR
- Grades, pay bands & business unitsModel pay grades/bands and a nested business-unit hierarchy for band-vs-actual analysis.Admin
- Confirmations, promotions & transfersRecord job events on a timeline — probation confirmation, promotion and transfer.HR
- Onboarding & exit journeysTurn reusable checklist templates into per-employee onboarding and offboarding tasks.HR
- Configure leave policies & accrualDefine leave types, balances, accrual rules and the sandwich/overlap behaviour.HR
- Apply for leave (employee)Request time off, attach a reason, and track it through approval, edit or withdrawal.Employee
- Approve requests (manager)Action leave, attendance regularization and other requests from one approvals inbox.HR
- Attendance: check-in, shifts & regularizationTrack daily attendance on the monthly grid, run shifts/rosters and handle regularizations.HR
- Attendance policy, overtime & on-dutySet grace periods, late-mark rules, overtime multipliers and on-duty / comp-off handling.Admin
Talent
- Recruitment: jobs, pipeline & offersPost jobs, run a Kanban candidate pipeline with interviews, and convert hires to employees.HR
- Hiring requisitionsRaise a headcount request, get it approved, and open a job against it.HR
- Publish a public careers pageShare a per-job careers link where candidates apply without an account.HR
- Run a performance review cycleLaunch a cycle with weighted templates, self & manager reviews, 360 feedback and calibration.HR
- Goals & OKRsSet objectives and key results, cascade them and track progress through the cycle.Employee
- 9-box talent gridPlot performance against potential to identify top talent and development needs.HR
- Merit matrix & increment planningTranslate ratings into increment percentages and plan the CTC impact before pushing revisions.HR
- Assign courses & track learning (LMS)Build courses with quizzes, enroll everyone in mandatory training and track completion.HR
Self-Service (ESS)
- Employee Self-Service: what you can doA tour of everything an employee can do for themselves from the ESS portal.Employee
- View & download your payslipsFind your monthly payslips and annual tax summaries in self-service.Employee
- Submit expense claims & travelClaim reimbursements with receipts and GST, and request travel with cash advances.Employee
- Make your IT declaration & upload proofsDeclare 80C/80D/HRA/NPS/home-loan to lower monthly TDS, then submit proof of investment.Employee
- Allocate your Flexible Benefit Plan (FBP)Distribute your FBP amount across components to optimise take-home and tax.Employee
- Take assigned courses (employee)Complete mandatory and optional training and download your certificate.Employee
Admin & Platform
- RBAC & custom rolesUse the four base roles or build granular custom roles from the permission matrix.Admin
- Set up approval workflowsConfigure multi-level approval chains per module, with delegation and escalation.Admin
- Global search, report builder & exportsFind anything fast, build custom reports, and export data to CSV.Admin
- Analytics dashboardsTrack headcount, attrition, diversity and payroll cost with interactive charts.Admin
- Documents, templates & e-signatureGenerate offer/relieving/salary-certificate letters from templates and collect e-sign.HR
- Post company announcementsBroadcast company-wide posts that appear on dashboards and the ESS portal.HR
- Notifications & alertsHow PayCraft surfaces approvals, payslips and events via the in-app bell.Everyone
- Helpdesk tickets & asset managementRun an internal helpdesk with SLAs and track company assets through their lifecycle.Admin
- Benefits & insurance enrollmentPublish GMC/GPA/Term/NPS/wellness plans and run enrollment windows with dependents.HR
- API keys & webhooksIssue API keys for the public REST API and subscribe webhooks to product events.Admin
- DPDP, data retention & audit logHow PayCraft handles consent, PII encryption, tenant isolation and the audit trail.Admin
- The audit logReview an append-only trail of logins, payroll runs, salary changes and employee edits.Admin
Still stuck?
Create your workspace and explore, or reach our support team — every plan includes a guaranteed month-end response SLA.