Set up payroll in Pathshala

Setting up MJX Payroll takes seven short steps. In Pathshala the Payroll screen shows a Get payroll ready panel — "Finish these and you can pay everybody in a few taps." — with a progress bar ("3 / 7 done") until every step is complete.

Each step has a button. The next step to do shows Do this now; the others show Open. A finished step says COMPLETED.

#Steps to get payroll ready

1. Your organisation's details — the name and address printed on every payslip. Opens Settings. If the address is missing you see "Add your address — it is printed on every payslip."
2. Your tax details — the TAN that goes on the TDS return and on Form 16. Opens Filing › Your numbers. Type the TAN and press Save.
3. Your pay day — which day of the month salaries are paid on. Opens Pay runs. Fill in "Which day of the month do you pay on?" and press Save.
4. PF, ESI and professional tax — whether they apply to you, and at what rates. Opens PF, ESI & PT. Saving with nothing ticked is a valid answer. See PF, ESI and PT.
5. A salary for everybody — what each person is paid, and since when. Opens Payroll (Salaries). The step shows how many people have a salary, for example "8 of 10". See salary structures.
6. Where the salaries go — a bank account, or cash, or cheque, for each person. Opens Where salaries go.
7. Run your first month — draft, approve, record the payment, send the payslips. Opens Pay runs. See run payroll and issue payslips.

#How to add your people first

Payroll pays people who are already on the staff list. Add them on the People screen first — see employees. Each person needs a login if they are to open their own payslip or receive it on WhatsApp and email (it goes to the mobile and email on their login).

#How to set where salaries go

1. Find the person in the list.
2. Under Paid by, choose Bank transfer, Cash or Cheque.
3. For a bank transfer, type the Account number (9 to 18 digits), the IFSC, and optionally Bank, Branch and Name on the account ("Only if the bank has it differently").
4. Press Save. To clear the details, press Remove these details.

The screen shows counters: On payroll, Ready to transfer, No account yet and Cash / cheque.

Saving bank details needs MJX Payroll Basic or above (the same feature as the bank-transfer sheet). On Forever Free you can read the screen but nothing can be saved.

#Pay run settings

The bottom of the Pay runs screen holds the settings for every month:

Press Save after changing any of them.

#Unpaid leave and loss of pay

The Unpaid leave & loss of pay card on the Payslips screen sets how time off is costed:

• Tick Deduct for days taken as leave without pay.
• Choose What one day is worth:
  • One thirtieth of the month — every day counts, Sundays included.
  • One twenty-sixth of the month — the standard six-day working month.
  • One day out of the days that month had — a day off in February costs a little more than one in March.
• With MJX Attendance Pro, you can also tick Cut pay for days the attendance register says absent (a half day costs half), and set "Every __ late marks = half a day's pay". A day nobody marked is never counted, nor a day inside approved leave.
• Press Save.

Days taken beyond a leave policy are not deducted. They show on the Leave screen. See leave.

#Who can set up payroll?

Permissions are set in Sidebar › Roles & permissions. See roles and managers.

#Questions people ask