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Guides for Admins
Guides for Admins
User guides for Payboy Admin accounts, sorted according to tabs
+2
127 articles in this collection
Written by
Nigel Lim,
KaiLi Ker,
Brandon
and 2 others
Welcome to Payboy's Support Centre!
Written by
Nigel Lim
Updated over a week ago
Brunei Bank File
Written by
Product
Updated over a week ago
MoM Labour Survey
Ministry of Manpower; Labour Market Survey; Occupational Employment Dataset; LMS; OED;
Written by
Product
Updated over a week ago
How do I set up Financio Integration?
Written by
Nigel Lim
Updated over a week ago
Inventory Module Guide
Written by
Nigel Lim
Updated over a week ago
PayBeyond - Account Creation
Written by
Product
Updated over a week ago
Job Listing & Onboarding on ATS Module
A guide on creating job listing on Payboy
Written by
KaiLi Ker
Updated over a week ago
Partners' Account Guidance
Understanding how to add new company and admin's account via the Partner Portal. The difference between Super Admin, Admin and Agent.
Written by
Nigel Lim
Updated over a week ago
Admin Training User Guide
All you need to know about Admin Training
Written by
Nigel Lim
Updated over a week ago
Cost Centre - Everything you need to know
Written by
Product
Updated over a week ago
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?
Written by
Product
Updated over a week ago
How to create time sheet for employees in project costing?
Written by
Product
Updated over a week ago
How to change employee assignment types for project costing?
Written by
Product
Updated over a week ago
How to import attendance logs for employees in project costing?
Written by
Product
Updated over a week ago
Pay-Per-Use Billing
Written by
Product
Updated over a week ago
How to add Project Roles in project costing?
Written by
Product
Updated over a week ago
What are Project Overheads?
Written by
Product
Updated over a week ago
How to allocate allocations to employees?
Written by
Product
Updated over a week ago
How to generate Project Calculations?
Written by
Product
Updated over a week ago
How do I generate Project Costing report?
Written by
Product
Updated over a week ago
Xero Integration - Manual Journal
Written by
Product
Updated over a week ago
Dashboard
Dashboard
An overview of Payboy's dashboard function
Written by
Nigel Lim
Updated over a week ago
Company Tab
Basic Information
A guide on how to input basic information of your company on Payboy
Written by
Nigel Lim
Updated over a week ago
Additional Medisave Contribution Scheme (AMCS) and Portable Medical Benefits Scheme (PMBS)
#amcs #voluntary-cpf #cpf #employee-benefits
Written by
Nigel Lim
Updated over a week ago
Statistics
A guide to explain the information displayed under the statistics tab
Written by
Nigel Lim
Updated over a week ago
Organisations
A guide to aid admins in creating/editing multiple organisations within the same account; and creating departments & positions
Written by
Nigel Lim
Updated over a week ago
Branches and Outlets
A guide to inputting different branches for your company within the Payboy software
Written by
Nigel Lim
Updated over a week ago
Approval Groups
How to set up approval groups for easier management of leaves, claims and attendance records
Written by
KaiLi Ker
Updated over a week ago
How to send announcements to my employees?
Disseminate information to all your employees using Payboy
Written by
Nigel Lim
Updated over a week ago
Work Hours
This guide shows the different ways an administrator can modify and edit work hours for employees within the company
Written by
Nigel Lim
Updated over a week ago
Holidays
A guide to holiday group creation and modifying holidays for your company.
Written by
KaiLi Ker
Updated over a week ago
Foreign Currencies
How to include a foreign currency to be used in the claims system
Written by
KaiLi Ker
Updated over a week ago
Payroll Tab
How to generate Payroll for my employees?
This guide explains the steps that go into generating a payroll using Payboy.
Written by
Nigel Lim
Updated over a week ago
All about Payrolls
Guidance on how to view, edit and/or delete generated payrolls (including Adhoc payment). And how to manually published the payslips.
Written by
Nigel Lim
Updated over a week ago
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
Written by
Nigel Lim
Updated over a week ago
How to generate CPF e-submit files?
A guide on how to do e-submission of CPF contributions through Payboy's portal
Written by
KaiLi Ker
Updated over a week ago
Tax Filing
Guide to using Payboy for IR8A & A8A AIS submission
Written by
Nigel Lim
Updated over a week ago
IRAS IR21 Submission
#ir21 #iras
Written by
Nigel Lim
Updated over a week ago
Adhoc Pay Items
A guide on how to create and approve ad hoc pay items as an admin
Written by
KaiLi Ker
Updated over a week ago
Setting up Pay Item deductions for COVID-19 related expenses
COVID-19, Pay Items, Deduction, Vaccination, Regular Test Regime, VoRT
Written by
Nigel Lim
Updated over a week ago
How do I create more Pay Items to be displayed on the itemised Payslip?
This guide aims to educate administrators on the methods to create, view and edit Pay Items on the Payboy software
Written by
Nigel Lim
Updated over a week ago
How do I set conditions for pay items?
Companies must be using our attendance module
Written by
Nigel Lim
Updated over a week ago
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
Written by
Nigel Lim
Updated over a week ago
Payment Periods
How to change payment period settings for payroll generation
Written by
KaiLi Ker
Updated over a week ago
Payroll Settings
Decide whether employees are able to access their payslips via their profile and choose what employees see in their payslip.
Written by
Nigel Lim
Updated over a week ago
SDL, SHGs, and Community Chest
What is SDL, SHGs, and Community Chest?
Written by
KaiLi Ker
Updated over a week ago
Employees Tab
How do I add new employees?
A guide on how to onboard employees to Payboy
Written by
KaiLi Ker
Updated over a week ago
Employee's Status is "Onboarding"
I cannot generate payroll, Employee’s Status is “Onboarding”. Employee's Status "Onboarding"
Written by
Brandon
Updated over a week ago
Employee Roles
A guide to creating color-coded roles for specific and repeated roles for shifts at different outlets.
Written by
Jasmine
Updated over a week ago
Transfer Employees
A guide to the employee transfer function in Payboy
Written by
KaiLi Ker
Updated over a week ago
Position Reassignment
A guide on how to create promotions (or demotions) for employees
Written by
Nigel Lim
Updated over a week ago
Salary Adjustment
Proration of employees' salaries
Written by
Nigel Lim
Updated over a week ago
Employee Profile
A guide on the different employee profile tabs
Written by
Nigel Lim
Updated over a week ago
Additional Hourly Pay Settings
Paying out different hourly rates based on specific timings and work days.
Written by
Nigel Lim
Updated over a week ago
Additional Overtime Settings
Starting OT hours based on specific timings and work days.
Written by
Nigel Lim
Updated over a week ago
Employee Group
A guide on creating employee groups to group employees under the management of specific Administrators.
Written by
Nigel Lim
Updated over a week ago
Employee Tags
A guide to tagging employees within your database
Written by
Nigel Lim
Updated over a week ago
Employee Settings
Adjusting calendar views, employee directory and profile settings for employees.
Written by
Nigel Lim
Updated over a week ago
Covid Safe+ Tab
COVID Safe+ Module
covid; ART; covid-19
Written by
Brandon
Updated over a week ago
COVID Safe+ Vaccination Groups
covid; ART; covid-19
Written by
Nigel Lim
Updated over a week ago
Appraisal Tab
Introduction to Appraisal
A quick overview on how to start using Payboy Appraisal module
Written by
Nigel Lim
Updated over a week ago
Attendance Tab
Attendance Logs
This article will guide you on how to create, mass-add, view, edit and delete attendance logs :)
Written by
Nigel Lim
Updated over a week ago
Attendance Today
Written by
Nigel Lim
Updated over a week ago
Attendance Summary
Written by
Nigel Lim
Updated over a week ago
Attendance Audit
Written by
Nigel Lim
Updated over a week ago
Attendance Settings
A guide on how to customise the attendance module for the overall function of your company as well as your employees
Written by
KaiLi Ker
Updated over a week ago
Rostering Tab
Shift Planning
A guide to creating a one-use shift template with special instructions.
Written by
Nigel Lim
Updated over a week ago
Shift Attendance
Approve shifts with attendance so that they can be paid out when generating payroll.
Written by
KaiLi Ker
Updated over a week ago
Shift Template
A guide to creating shift templates for managers to assign to employees.
Written by
Nigel Lim
Updated over a week ago
Shift Multiplier
Calculate OT pay rate based on a multiplication of the hourly rate
Written by
Nigel Lim
Updated over a week ago
Shift Hourly Rate
Set a fixed hourly rate for a shift.
Written by
Nigel Lim
Updated over a week ago
Rostering Settings
A guide to the settings that can be changed for the rostering module in Payboy
Written by
Nigel Lim
Updated over a week ago
Claims Tab
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.
Written by
Nigel Lim
Updated over a week ago
New Claims (Group)
Creating, approving and denying single and group claims on the administrator interface
Written by
Nigel Lim
Updated over a week ago
All Claims
This article guides admins on how to view, deny and approve claims, both single claims and group claims.
Written by
Nigel Lim
Updated over a week ago
How to use all Claim Groups
This article guides admins on how to view, deny and approve group claims.
Written by
Nigel Lim
Updated over a week ago
Claim Types
A guide to the claim types function in Payboy
Written by
Nigel Lim
Updated over a week ago
Claim Settings
A guide to the Claim Settings function in payboy
Written by
Nigel Lim
Updated over a week ago
Leaves Tab
Proration & Earned Leave Settings
Deeper explanation on how earned leave, prorate and based on leave settings work together.
Written by
Brandon
Updated over a week ago
Childcare Leave
Written by
Brandon
Updated over a week ago
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.
Written by
Nigel Lim
Updated over a week ago
Sick Leave (Outpatient and Hospitalisation)
A guide on the new Sick Leave Type and how to create them.
Written by
Brandon
Updated over a week ago
All Leaves
An article on how to view all leaves, approve, deny or delete leaves.
Written by
Nigel Lim
Updated over a week ago
Give Additional Leaves
Adding or subtracting leaves for your employees
Written by
KaiLi Ker
Updated over a week ago
Leave Settings
Customize leave settings to suit your requirements such as hourly leaves and the viewing and application of leaves in employee portal.
Written by
KaiLi Ker
Updated over a week ago
Projects
How to assign and/or unassign employees from a project
Written by
Nigel Lim
Updated over a week ago
Project settings
Written by
Nigel Lim
Updated over a week ago
Reports
What reports do Payboy have?
Objectives of each report available
Written by
Nigel Lim
Updated over a week ago
Payroll Report
A guide to the Payroll Report function in Payboy
Written by
KaiLi Ker
Updated over a week ago
Salary year-to-date report
A guide on the Salary (YTD) which can be generated by the Payboy software
Written by
KaiLi Ker
Updated over a week ago
Claims Report
A guide to the claims report function in Payboy
Written by
KaiLi Ker
Updated over a week ago
Attendance reports
A guide on how to generate attendance reports in Payboy
Written by
KaiLi Ker
Updated over a week ago
Leave Reports
A guide on generating leave reports in Payboy
Written by
KaiLi Ker
Updated over a week ago
Downloading of Reports
Written by
Nigel Lim
Updated over a week ago
Settings/Integrations
Connecting to Multiple Organisations in Xero Account
Written by
Nigel Lim
Updated over a week ago
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
Written by
Nigel Lim
Updated over a week ago
Audit Logs
Written by
KaiLi Ker
Updated over a week ago
How do I set up XERO Integration?
Find all the steps you need for integrating payroll with XERO
Written by
Nigel Lim
Updated over a week ago
How do I set up QuickBooks Integration?
Find all the steps you need for integrating payroll with QuickBooks
Written by
Nigel Lim
Updated over a week ago
Disconnecting the Integration for QuickBooks
Written by
Nigel Lim
Updated over a week ago
Disconnecting the Integration for Xero
Written by
Nigel Lim
Updated over a week ago
Paying via GIRO
Paying employees through your CIMB Corporate Account (GIRO)
Written by
Nigel Lim
Updated over a week ago
Paying employees through your UOB Corporate Account (GIRO)
Written by
Nigel Lim
Updated over a week ago
Paying employees through your OCBC Corporate Account (GIRO)
Written by
Nigel Lim
Updated over a week ago
Paying employees through your DBS Corporate Account (GIRO)
Written by
Nigel Lim
Updated over a week ago
Foreign Worker Levy
Written by
Nigel Lim
Updated over a week ago
Miscellaneous
Employee Organisation Login ID
Written by
Nigel Lim
Updated over a week ago
Introducing Payboy Benefits!
employee-benefits; health-benefits; gp; tcm; wellness
Written by
Product
Updated over a week ago
Departments and Positions
A guide to creating different departments for your organizations within the Payboy software
Written by
Nigel Lim
Updated over a week ago
PayBeyond - List of Information needed for KYC process
Written by
Product
Updated over a week ago
How to import next year's Public Holidays
Written by
Nigel Lim
Updated over a week ago
Important Reminders and Email Notifications
A catalogue of reminders and email notifications that are available on Payboy
Written by
Nigel Lim
Updated over a week ago
Manually Editing CPF and SHG Contributions
A guide to manually adjusting CPF contributions for employees
Written by
Nigel Lim
Updated over a week ago
Fixed SHG Amount
Guide on setting up Fixed SHG Amount
Written by
Nigel Lim
Updated over a week ago
IRAS Appendix 8A Submission
Written by
Nigel Lim
Updated over a week ago
Adhoc Payroll
Written by
Nigel Lim
Updated over a week ago
Payroll Excel Workflow
Written by
Nigel Lim
Updated over a week ago
Attendance import
How to import multiple employee attendance logs into Payboy
Written by
KaiLi Ker
Updated over a week ago
Managing pay item permissions
A guide on the ways in which you can implement pay item application for your employees on Payboy
Written by
KaiLi Ker
Updated over a week ago
StaffAny Integration
Guide on Payboy X Staffany integration
Written by
Nigel Lim
Updated over a week ago
Offboarding Employees
A guide on how to resign your employees on the Payboy portal
Written by
Nigel Lim
Updated over a week ago
Re-onboarding resigned employees
A guide on how to re-onboard employees that have previously resigned from the company
Written by
KaiLi Ker
Updated over a week ago
'No Payout' Claims
A Guide to 'No Payout' Claim Feature
Written by
Nigel Lim
Updated over a week ago
Assigning Claim Types
How to view current employee claim entitlements and mass assign claims to existing employees
Written by
Nigel Lim
Updated over a week ago
How to create Off-in-lieu for Public Holidays with expiry date.
This guide shows you how to create off-in-lieu for your employees that work on public holidays.
Written by
Nigel Lim
Updated over a week ago
Changing Leave Type Settings
Customize settings for each Leave Type, including the carrying forward, encashment or forfeiture of unused leaves at the end of the year
Written by
KaiLi Ker
Updated over a week ago
Entry Devices
Entry Devices
A guide on how to add device, assign device and add employee's photo to the Entry Device Module
Written by
KaiLi Ker
Updated over a week ago