Guides for Admins
User guides for Payboy Admin accounts, sorted according to tabs
By Nigel and 4 others5 authors139 articles
Company
Company tab Guide
- Basic InformationA guide on how to input basic information of your company on Payboy
- StatisticsA guide to explain the information displayed under the statistics tab
- OrganizationsA guide to aid admins in creating/editing multiple organisations within the same account; and creating departments & positions
- Branches and OutletsA guide to inputting different branches for your company within the Payboy software
- Approval GroupsHow to set up approval groups for easier management of leaves, claims, and attendance records
- Cost Centre - Everything you need to know
- How to send announcements to my employees?Disseminate information to all your employees using Payboy
- Work HoursThis guide shows the different ways an administrator can modify and edit work hours for employees within the company
- HolidaysA guide to holiday group creation and modifying holidays for your company.
- Foreign CurrenciesHow to include a foreign currency to be used in the claims system
- All about Data Retention Period for Resigned EmployeesComplete guide on Payboy newest feature.
- Additional Medisave Contribution Scheme (AMCS) and Portable Medical Benefits Scheme (PMBS)#amcs #voluntary-cpf #cpf #employee-benefits
Payroll
Guides in the Payroll tab
- How to generate Payroll for my employees?This guide explains the steps that go into generating a payroll using Payboy.
- All about PayrollsGuidance on how to view, edit and/or delete generated payrolls (including Adhoc payment). And how to manually published the payslips.
- How to generate GIRO files?A guide on the how to create a GIRO file and the various actions that you are able to take
- How to generate CPF e-submit files?A guide on how to do e-submission of CPF contributions through Payboy's portal
- Tax FilingGuide to using Payboy for IR8A & A8A AIS submission
- IRAS IR21 Submission#ir21 #iras
- Adhoc Pay ItemsA guide on how to create and approve ad hoc pay items as an admin
- Setting up Pay Item deductions for COVID-19 related expensesCOVID-19, Pay Items, Deduction, Vaccination, Regular Test Regime, VoRT
- How do I create more Pay Items to be displayed on the itemized Payslip?This guide aims to educate administrators on the methods to create, view and edit Pay Items on the Payboy software
- How do I set conditions for pay items?Companies must be using our attendance module
- How do I create Pay Scheme Templates?An introduction on pay scheme templates, how they work, and how to customize your own pay scheme templates for your employees
- Payment PeriodsHow to change payment period settings for payroll generation
- Payroll SettingsDecide whether employees are able to access their payslips via their profile and choose what employees see in their payslip.
- SDL, SHGs, and Community ChestWhat is SDL, SHGs, and Community Chest?
- FAQ on Tax FilingHere is a compilation of frequently asked questions during the tax filing season, which we've put together for you! You can find it below:
- How to Publish PayrollPublishing payroll for your employees
Employees
Employees tab Guide
- How do I add new employees?A guide on how to onboard employees to Payboy
- Employee RolesA guide to creating color-coded roles for specific and repeated roles for shifts at different outlets.
- Employee's Status is "Onboarding"I cannot generate payroll as the Employee’s Status is “Onboarding”.
- Transfer EmployeesA guide to the employee transfer function in Payboy
- Position ReassignmentA guide on how to create promotions (or demotions) to be reflected on an employee's Career History.
- Salary AdjustmentProration of employees' salaries
- Employee ProfileA guide on the different employee profile tabs
- Additional Hourly Pay SettingsPaying out different hourly rates based on specific timings and work days.
- Additional Overtime SettingsStarting OT hours based on specific timings and work days.
- Employee GroupA guide on creating employee groups to group employees under the management of specific Administrators.
- Employee TagsA guide to tagging employees within your database
- Employee SettingsAdjusting calendar views, employee directory and profile settings for employees.
- How to Edit an Employee's Start Date and End DateGuidance on how to edit the start and end date of employee
- Two-Factor Authentication (2FA) for EmployeeGuide on enabling 2FA login for employee
- Introduction to Employee FormsA quick overview on how to start using Payboy Employee Forms function
- Employee Calendar Settings
- MoM Form SurveyMinistry of Manpower; Occupational Employment Dataset; OED;
- Activate an Employee Account After an Expired or Missing Invitation LinkGuide on what to do if your employee missed the onboarding date and their invitation link expired.
- How to Cancel the Employee Offboarding ProcessComplete guideline on how to cancel offboarding processing for your employee.
- Employee Username FeatureLearn how to create a username for your employee's account.
Covid Safe+
Guides for Covid Safe+ Module
ATS Module
Guides for Applicant Tracking System module
Attendance
Guides for Attendance Modules
Shift Schedule
Guides for Rostering
- Shift PlanningA guide to creating a one-use shift template with special instructions.
- Shift AttendanceApprove shifts with attendance so that they can be paid out when generating payroll.
- Shift TemplateA guide to creating shift templates for managers to assign to employees.
- Shift MultiplierCalculate OT pay rate based on a multiplication of the hourly rate
- Shift Hourly RateSet a fixed hourly rate for a shift.
- Rostering SettingsA guide to the settings that can be changed for the rostering module in Payboy
Claims
Claim Module Guides
- How to create a New Claim (Single) for my employee?This article will guide you on how to create claims on behalf of employees and approve or deny them.
- New Claims (Group)Creating, approving and denying single and group claims on the administrator interface
- All ClaimsThis article guides Admins on how to view, deny, and approve claims, both single claims and group claims.
- How to use All Claim GroupsThis article guides admins on how to view, deny and approve group claims.
- Claim TypesA guide to the claim types function in Payboy
- Claim SettingsA guide to the Claim Settings function in payboy
- How to delete claims (Admin)Guide for Admin to help create and delete claims on behalf of their employees
- All About Flexi-Benefits Option (Claim)Details and Guideline about Flexi Benefits Option in our Claim module.
Leaves
Guides for Leave Module
- Proration & Earned Leave SettingsDeeper explanation on how earned leave, prorate and based on leave settings work together.
- Childcare Leave
- How do I create a new leave record for my employee?This article aims to guide admins in creating new leaves on their employees' behalf.
- Sick Leave (Outpatient and Hospitalisation)A guide on the new Sick Leave Type and how to create them.
- All LeavesAn article on how to view all leaves, approve, deny or delete leaves.
- Give Additional LeavesAdding or subtracting leaves for your employees
- Leave SettingsCustomize leave settings to suit your requirements such as hourly leaves and the viewing and application of leaves in employee portal.
- Minutes Leave (Time Off)A guide on Time Off (Minutes leave type) and how to create it.
Projects
Guides for Project Modules
- How to assign and/or unassign employees from a project
- Project settings
- Introduction to Project Module!How do I use the projects module to assign my projects to employees and get an estimate of the cost of salaries and claims?
- How to create a timesheet for employees in project costing?
- How to change employee assignment types for project costing?
- How to import attendance logs for employees in project costing?
- How to add Project Roles in project costing?
- What are Project Overheads?
- How to allocate allocations to employees?
- How to generate Project Calculations?
- How do I generate Project Costing report?
Reports
Reports Guides
- What reports do Payboy have?Objectives of each report available
- Payroll ReportA guide to the Payroll Report function in Payboy
- Salary year-to-date reportA guide on the Salary (YTD) which can be generated by the Payboy software
- Claims ReportA guide to the claims report function in Payboy
- Attendance reportsA guide on how to generate attendance reports in Payboy
- Leave ReportsA guide on generating leave reports in Payboy
- Downloading of Reports
Settings/Integrations
Setting and Integration Guides here
- Connecting to Multiple Organisations in Xero Account
- How to create new Admin accounts for my HR or Payroll colleagues?A guide on creating multiple admin accounts in Payboy and specifying permissions for each administrator
- Audit LogsLearn how to use Audit Logs to track and identify actions taken
- How do I set up XERO Integration?Find all the steps you need for integrating payroll with XERO
- How do I set up QuickBooks Integration?Find all the steps you need for integrating payroll with QuickBooks
- Disconnecting the Integration for QuickBooks
- Disconnecting the Integration for Xero
- Remove and Restore the Administrator AccessGuide on How to Archive/ Unarchive the Administrator Access
- How do I set up Financio Integration?
- Google Calendar IntegrationGuide on Payboy X Google Calendar integration
- Two-Factor Authentication (2FA) for AdministratorGuide on enabling 2FA login for admin
- Xero Integration - Manual Journal
Paying via GIRO
Guide for GIRO Payment to Employees
Miscellaneous
Miscellaneous
- Employee Organisation Login IDA guide to locate the Organisation Login ID from the Admin portal
- Departments and PositionsA guide to creating different departments for your organizations within the Payboy software
- How to import next year's Public Holidays
- Important Reminders and Email NotificationsA catalogue of reminders and email notifications that are available on Payboy
- Manually Editing CPF and SHG ContributionsA guide to manually adjusting CPF contributions for employees
- Fixed SHG AmountGuide on setting up Fixed SHG Amount
- IRAS Appendix 8A Submission
- Adhoc Payroll
- Payroll Excel Workflow
- Attendance ImportHow to import multiple employee attendance logs into Payboy
- StaffAny IntegrationGuide on Payboy X Staffany integration
- Managing pay item permissionsA guide on the ways in which you can implement pay item application for your employees on Payboy
- Offboarding EmployeesA guide on how to resign your employees on the Payboy portal
- Re-onboarding resigned employeesA guide on how to re-onboard employees that have previously resigned from the company
- 'No Payout' ClaimsA Guide to 'No Payout' Claim Feature
- Assigning Claim TypesHow to view current employee claim entitlements and mass assign claims to existing employees
- How to create Off-in-lieu for Public Holidays with an expiry date.This guide shows you how to create off-in-lieu for your employees that work on public holidays.
- Changing Leave Type SettingsCustomize settings for each Leave Type, including the carrying forward, encashment or forfeiture of unused leaves at the end of the year