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Settings — User Guide

Settings — User Guide

Module: HR Payroll
Audience: Payroll administrators, system administrators
Version: 1.0.0
Last updated: 2026-07-22

Overview

Settings is where you configure how payroll calculates payslips: tax tables, earnings and deduction types, insurance, column formulas, module integrations, currency rates, and staff permissions. Open Payroll → Settings and use the left sidebar to switch tabs.

Configure settings before entering monthly data (employees, attendance, deductions) and creating pay slip runs.

Prerequisites

  • Permission: Settings → View (open tabs). Create or Edit to save most tabs.
  • Data integration and Reset data require an administrator account.
  • Optional modules (HR Profile, Timesheets, Commissions) must be active before their integration checkboxes become enabled.

Settings tabs at a glance

Tab Purpose
Income tax rates Progressive tax brackets for PAYE calculation
Income tax rebates Rebate codes and values applied per employee
Earnings list Pay components (salary, allowances) for payslip columns
Salary deductions list Deduction types that appear on Deductions screen
Insurance list Insurance types for the Insurance screen and payslip columns
Payroll columns Column order, formulas, and data sources for pay slip runs
PDF payslip template PDF export layouts linked to pay slip templates
Data integration Connect HR Profile, Timesheets, and Commissions modules
Currency rates Exchange rates and auto-fetch settings
Permissions Grant payroll permissions to specific staff (admin only)
Reset data Delete all transactional payroll data (admin only)

When HR Profile integration is enabled, the Earnings list tab syncs from HR Profile instead of the standalone earnings grid.

Step-by-step: Configure income tax

  1. Go to Payroll → Settings → Income tax rates.

  2. Enter tax codes, descriptions, rates, and income min/max brackets in the spreadsheet.

  3. Click Submit.

  4. Open Income tax rebates tab.

  5. Enter rebate codes, descriptions, and values.

  6. Click Submit.

Expected result: Tax brackets and rebates are available when pay slip runs calculate income tax.

Step-by-step: Configure earnings and deductions

Earnings list

  1. Go to Payroll → Settings → Earnings list.
  2. Add rows: code, description, short name, taxable flag, basis (monthly or annual).
  3. Click Submit.

Salary deductions list

  1. Go to Payroll → Settings → Salary deductions list.
  2. Add rows: code, description, rate, basis (gross, fixed amount, or linked to an earning type).
  3. Click Submit.

Expected result: Earnings appear as payslip columns; deductions appear on Payroll → Deduction manage.

Insurance list

  1. Go to Payroll → Settings → Insurance list.
  2. Add rows: code, description, rate, basis.
  3. Click Submit.

Step-by-step: Configure payroll columns

  1. Go to Payroll → Settings (opens on Payroll columns by default).
  2. Review system columns (Staff ID, attendance fields, Gross Pay, Net Pay, etc.) — these cannot be deleted.
  3. Click Add to create a custom column: choose taking method (system, formula, or get data) and link to a data source.
  4. Use order values to control column sequence on pay slip runs.

Expected result: Column layout matches your payslip template and calculation needs.

Step-by-step: Data integration

Requires administrator account.

  1. Go to Payroll → Settings → Data integration.
  2. Enable integrations as needed:
    • HR Profile — pull earnings from employee records; optional custom payslip columns on staff profiles.
    • Timesheets — synchronize attendance from the Timesheets module (map work/leave types below).
    • Commissions — import commission data from the Commissions module.
  3. Set Standard working time of the month (default hours, e.g. 160).
  4. When Timesheets is enabled, map actual workday, paid leave, and unpaid leave types.
  5. Click Submit.

Expected result: Monthly screens (Manage attendance, commissions) can sync from integrated modules.

Step-by-step: Currency rates

  1. Go to Payroll → Settings → Currency rates.
  2. On the General sub-tab, set storage days and enable automatic rate fetch if needed.
  3. Use Get online currency rates to refresh rates, or maintain the rate table manually.
  4. Review changes on the Logs sub-tab.

Step-by-step: Grant payroll permissions

Administrator only.

  1. Go to Payroll → Settings → Permissions.
  2. Click New or edit an existing staff member.
  3. Set role and tick the payroll permission groups (employees, attendance, deductions, payslips, etc.).
  4. Save.

Step-by-step: Reset payroll data

Administrator only. Irreversible.

  1. Go to Payroll → Settings → Reset data.
  2. Click Reset data and confirm.
  3. All employees, attendance, commissions, deductions, bonus/KPI, insurance, and payslip transaction data is deleted.
  4. Settings lists (tax, earnings, deductions, columns) are not deleted.

Warning: Use only for test environments or full payroll data wipe before go-live.

Common issues

Symptom Likely cause What to do
Integration checkbox disabled Target module not active Activate HR Profile, Timesheets, or Commissions module
Earnings tab shows HR sync integrated_hrprofile is on Expected; sync from HR Profile or disable integration
Cannot save data integration Not an administrator Use admin account
Deduction columns missing on manage screen No rows in salary deductions list Add deduction types in settings first
Payslip formula error Payroll column misconfigured Review column taking method and linked data source
Reset did not clear tax rates Reset only clears transactional data Manually edit settings tabs if needed

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