Managing Employee Data

PayPeople helps to manage the data of employees very conveniently. It provides a precise and expanding application of data to help businesses make better decisions.

Setup > Request.

Different options are available for employee data like Employee Action and Separation.


Employees Action #

An employee action form is used to take any action that involves updating an employee’s information from previous information.



  • Here you can approve the action created on the employee timeline
  • Add a new employee Action form.

Click “Add Employee Action” in the top right corner to create an action.



A pop-up window will appear on the screen. Fill in the required fields.



  • Look up the name of the employee on whom you wish to perform an action.



  • In the Current Details Section, you may examine an employee’s current details.
  • On the other hand, you can view a segment of an employee’s new changes section.


Employee Separation #

PayPeople also provides a module on Employee separation. If the employee is going to resign from the company you can add an employee separation.

What we can do here:

  • Search for an employee.
  • You can add separation type, reason, and attrition of separation.
  • Add the date of resignation and the last working day.
  • You can include the reason for the employee’s separation as well as any files related to the separation.



Click “Create a New” in the top right corner to add Employee Separation.



Fill in the required fields that appear on the screen.


Final Settlement #


You can also add an employee settlement after you create an employee separation in the PayPeople final settlement module.

What we can do here:

  • Choose the name of the employee for whom you’ve created a separation.
  • Enter the date of the final settlement as well as the reason for it.
  • Retrieve the employee’s elements.
  • You can also manually adjust the gratuity and add elements to the employee settlement.

To create an employee’s final settlement:

  • Go to Setup > Employee Data > Final Settlement.



  • Click on  “Add Final Settlement” in the top right corner.



  • Fill in the required fields on the screen and then click Draft.



  • After you’ve finished drafting the settlement, make any necessary adjustments and click Update.
  • When you’re satisfied with it, click the Finalize button.
  • If you want to delete the Final Settlement Click on Delete once it is drafted.



  • You can print the full and final Settlement using the Print option on created settlement.



  • In the end, you can export the form in Excel Sheet.



Attendance #


PayPeople provides an attendance module in employee data. You can Add, Edit, and Delete an employee’s attendance according to your requirements.

What we can do here:

  • Look up the name of the employee whose attendance you want to add.
  • Set the date, Time In and Time out for the employee attendance.
  • Add your remarks to the Attendance you’ve added.

To Add a new Attendance:

  • Go to Setup > Employee Data > Attendance.



  • Click on  “Create a New” in the top right corner.



  • Fill in the required fields that appear on the screen and click Save.



  • You can also edit and delete an attendance by opening the marked attendance.
  • Do the changes you want to add in attendance and click on Save.
  • If you want to delete the pre-exited attendance, click on Delete.



Time Off #


Managing leave is a time-consuming and important element of the HR routine. PayPeople Time off is a simple and user-friendly online Leave management module that enables you to efficiently record, manage, and track your employee’s leave details while reducing time theft.

What we can do here:

  • Look up the name of the employee whose Time Off you want to add.
  • Choose the type of Absence.
  • Set the start and end date, and the reason for the Time Off.

To create a new Time Off:

  • Go To Setup >Request > Time Off.



  • Click on  “+ Add Time off ” in the top right corner.



  • Click on ” Add New Request“.



  • Click on ” Leave Request”.



  • Fill in the required fields and click on Save.



  • Once you’ve created or received a request for time off from an employee, you can approve or reject it by opening the entry.



Loan and Payment #


How to add a Loan? #

If any employee wants to apply for a Loan and advance, go to Setup>Employees Data> Loan & Payment.



  • Click on  “Create a New” in the top right corner.



  • Fill in the required fields that appear on the screen and click Save.



What we can do here:

  • Search employees for which you want to add a loan, Advance, or provident funds. Then add the description.
  • Select Loan, Advance, or Provident fund of loan type.
  • Loan Recovery Method: Select the method of payment recovery whether to deduct from per month’s salary or by cash.
  • Payment Installment Amount: Select the installment method in which you want to deduct the loan from the employee’s salary whether Fixed Amount Percentage of Basic Salary.
  • Add Loan Taken Date & Payment Start Date.
  • Enter the Loan Amount.
  • Enter deduction value:  If the deduction is in Percentage(%), enter the percentage value in the “Deduction Field” Alternatively, if you selected a fixed amount in the “Payment Installment Amount” section above, enter that amount.

How to add Return Loan? #

  • If any employee pays a sum that exceeds the installment amount deducted from his or her salary, add that sum to the loan balance using Add Payment.


  •  Click on  “Add Payment” in the top right corner.



  • You can add a date and an amount of installment here.



How to add Advance? #

Apply in the same way as a loan, but this time chooses advance for an advance salary or payment.



How to add Provident Fund? #

The method is the same as when applying for a loan or advance. You have two alternatives here if you choose the provident fund.

  • Temporary
  • Permanent



Expense #


You can submit an application for any expense here. Click on the expense option.



  • Click on  “Create a New” in the top right corner, for Expense Application.



  • Fill in the required fields that appear on the screen.



What we can do here:

  •  Upload document; containing relevant expenses such as a deposit slip, a bill, or a form.
  •  Expense Type:  Secondly, under the Setting section, choose the expense type that you defined in Master Data.
  • Employee name:  In the employee name field, write the name of the employee who wants to take any expense.
  • Total amount:  Mention the whole amount of the expense in this field.
  • Date: Have included the date that expense was issued in the date section.
  • Action: Higher authorities take action on it, either Approve or Reject it.


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