Guides for Admins
User guides for Payboy Admin accounts, sorted according to tabs
Welcome to Payboy's Support Centre!
Admin Training User GuideAll you need to know about Admin Training
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:
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 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 Labour SurveyMinistry of Manpower; Labour Market Survey; Occupational Employment Dataset; LMS; 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.
Covid Safe+
Guides for Covid Safe+ Module
COVID Safe+ Modulecovid; ART; covid-19
COVID Safe+ Vaccination Groupscovid; ART; covid-19
ATS Module
Guides for Applicant Tracking System module
Job Listing & Onboarding on the ATS ModuleA guide on creating job listing on Payboy
Attendance
Guides for Attendance Modules
Attendance LogsThis article will guide you on how to create, mass-add, view, edit and delete attendance logs :)
Attendance Today
Attendance Summary
Attendance Audit
Attendance SettingsA guide on how to customise the attendance module for the overall function of your company as well as your employees
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
Paying employees through your CIMB Corporate Account (GIRO)
Paying employees through your UOB Corporate Account (GIRO)
Paying employees through your OCBC Corporate Account (GIRO)
Paying employees through your DBS Corporate Account (GIRO)
Foreign Worker Levy
Brunei Bank File
Miscellaneous
Miscellaneous
Employee Organisation Login ID
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