Guides for Admins

How do I set up Financio Integration?

Written by Guan Kiat Lau
Updated over a week ago

Inventory Module Guide

Written by Alaska Lee
Updated over a week ago

Job Listing & Onboarding

A guide on creating job listing on Payboy

Written by Alaska Lee
Updated over a week ago

Welcome to Payboy's Support Centre!

Written by Nigel Lim
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 Felicia Lim
Updated over a week ago

Dashboard

An overview of Payboy's dashboard function

Written by Nigel Lim
Updated over a week ago

Basic Information

A guide on how to input basic information of your company on Payboy

Written by Nigel Lim
Updated over a week ago

Statistics

A guide to explain the information displayed under the statistics tab

Written by Audrey Leong
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 Audrey Leong
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 LiXuan Hong
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

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 Audrey Leong
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 LiXuan Hong
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 LiXuan Hong
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

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 Audrey Leong
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 this week

How do I add new employees?

A guide on how to onboard employees to Payboy

Written by KaiLi Ker
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 LiXuan Hong
Updated this week

Salary Adjustment

Proration of employees' salaries

Written by Audrey Leong
Updated over a week ago

Employee Profile

A guide on the different employee profile tabs

Written by LiXuan Hong
Updated over a week ago

Additional Hourly Pay Settings

Paying out different hourly rates based on specific timings and work days.

Written by Audrey Leong
Updated over a week ago

Additional Overtime Settings

Starting OT hours based on specific timings and work days.

Written by Audrey Leong
Updated over a week ago

Employee Group

A guide on creating employee groups to group employees under the management of specific Administrators.

Written by Audrey Leong
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 Audrey Leong
Updated over a week ago

Introduction to Appraisal

A quick overview on how to start using Payboy Appraisal module

Written by LiXuan Hong
Updated over a week ago

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 Audrey Leong
Updated over a week ago

Attendance Summary

Written by Audrey Leong
Updated over a week ago

Attendance Audit

Written by Audrey Leong
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

Create Shift

A guide to creating a one-use shift template with special instructions.

Written by Audrey Leong
Updated over a week ago

Shift Attendance

Approve shifts with attendance so that they can be paid out when generating payroll.

Written by Audrey Leong
Updated over a week ago

Shift Template

A guide to creating shift templates for managers to assign to employees.

Written by Audrey Leong
Updated over a week ago

Shift Roles

A guide to creating specific, repeated roles for shifts at specific outlets.

Written by Audrey Leong
Updated over a week ago

Shift Multiplier

Calculate OT pay rate based on a multiplication of the hourly rate

Written by Audrey Leong
Updated over a week ago

Shift Hourly Rate

Set a fixed hourly rate for a shift.

Written by Audrey Leong
Updated over a week ago

Rostering Settings

A guide to the settings that can be changed for the rostering module in Payboy

Written by Audrey Leong
Updated over a week ago

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 Audrey Leong
Updated over a week ago

New Claims (Group)

Creating, approving and denying single and group claims on the administrator interface

Written by Audrey Leong
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 Audrey Leong
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 Audrey Leong
Updated over a week ago

Claim Types

A guide to the claim types function in Payboy

Written by Audrey Leong
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

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 Audrey Leong
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

How do I create a type of leave?

Create, edit, assign and remove different types of leaves

Written by KaiLi Ker
Updated over a week ago

How to use Project module

Estimate HR costs for projects undertaken by the company

Written by LiXuan Hong
Updated over a week ago

How to assign and/or unassign employees from a project

Written by LiXuan Hong
Updated over a week ago

Project settings

Written by LiXuan Hong
Updated over a week ago

What reports do Payboy have?

Objectives of each report available

Written by Audrey Leong
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 LiXuan Hong
Updated over a week ago

Connecting to Multiple Organisations in Xero Account

Written by Geena
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 LiXuan Hong
Updated this week

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 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

Paying employees through your UOB Corporate Account (GIRO)

Written by Terence Toh
Updated over a week ago

Foreign Worker Levy

Written by Nigel Lim
Updated over a week ago

Emloyee Organisation Login ID

Written by Audrey Leong
Updated over a week ago

Departments and Positions

A guide to creating different departments for your organizations within the Payboy software

Written by Audrey Leong
Updated over a week ago

How to import next year's Public Holidays

Written by LiXuan Hong
Updated over a week ago

Important Reminders and Email Notifications

A catalogue of reminders and email notifications that are available on Payboy

Written by Audrey Leong
Updated over a week ago

Manually Editing CPF and SHG Contributions

A guide to manually adjusting CPF contributions for employees

Written by LiXuan Hong
Updated over a week ago

Fixed SHG Amount

Guide on setting up Fixed SHG Amount

Written by LiXuan Hong
Updated over a week ago

IRAS Appendix 8A Submission

Written by LiXuan Hong
Updated over a week ago

Payboy x Jebhealth

Your end-to-end HR and corporate health benefits solution!

Written by Felicia Lim
Updated over a week ago

Adhoc Payroll

Written by LiXuan Hong
Updated over a week ago

Payroll Excel Workflow

Written by LiXuan Hong
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

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 LiXuan Hong
Updated over a week ago

Assigning Claim Types

How to view current employee claim entitlements and mass assign claims to existing employees

Written by LiXuan Hong
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