Accessing the Payroll Management Module

From the main Dashboard, hover over or click the Payroll tab in the top navigation bar to reveal the dropdown menu. The dropdown contains six sub-sections: Payroll Management, Payroll Settings, Working Days, Payroll Allowances, Payroll Deductions, and Payroll Approval. Click Payroll Management to access the payroll list and management features.

Payroll List

The Payroll Management page opens with the Payroll List tab active by default. The page features three main tabs at the top:

• Payroll List – View all employee payroll records.
• Download Excel Payroll – Download payroll data in Excel format.
• Generate Payroll – Upload and process payroll data from an Excel file.

The payroll data table displays the following columns:

• EMP ID – Unique employee identifier (e.g., S1336J).
• EMP NAME – Full name of the employee (e.g., Gurumurthy Sivakumar).
• EMPLOYMENT TYPE – Employee classification (e.g., Full-Time, Part-Time, Contract).
• MONTH YEAR – The payroll period (e.g., May 2025).
• NET SALARY – The final calculated salary amount payable to the employee (e.g., 5,037.68).
• STATUS – Current payroll status displayed as a colored badge (e.g., Active in green).
• ACTION – Available action buttons for each record.

The table also includes an entries-per-page dropdown (set to 10 by default), a search bar, an Export button, and pagination controls at the bottom showing "Showing 1 to 1 of 1 entries" with Previous and Next navigation buttons.

Deleting a Payroll Record

Each payroll record in the Action column has two buttons:

• Delete (trash icon) – Remove the payroll record permanently.
• Download (downward arrow icon) – Download the individual payroll record.

To delete a record, click the Delete button (trash icon) in the Action column. A confirmation dialog will appear to prevent accidental deletion.

Delete Confirmation

A confirmation dialog appears with the message: "Are you sure to want delete the Record:" followed by the employee ID (e.g., S1336J) highlighted in orange. To proceed with deletion, click the Delete button. To cancel and keep the record, click Close.

Downloading Individual Payroll Records

To download a specific employee's payroll record, click the Download button (downward arrow icon) in the Action column of the desired row. This allows you to save individual payroll details for record-keeping or distribution.

Download Excel Payroll

To download payroll data in bulk Excel format, click the Download Excel Payroll tab. The PayRoll Details form requires the following information:

• Salary From Date – Select the starting date of the salary period using the date picker.
• Salary To Date – Select the ending date of the salary period using the date picker.
• Approved By – Select the approver from the dropdown menu (required field).

After filling in the details, you have three options:

• Back – Return to the Payroll List without downloading.
• Sample Download – Download a sample Excel template to understand the required format.
• Submit – Generate and download the payroll Excel file for the specified period.

Excel Download Process

Fill in the Salary From Date (e.g., 15-05-2026), Salary To Date (e.g., 15-06-2026), and select the Approved By approver (e.g., Nisha) from the dropdown. Click Submit to generate the Excel file. The browser will automatically download the file named PAY ROLL.xlsx (7.2 KB), and a download notification will appear in the top-right corner showing the file name, size, and status (Done). Click Full download history to view all recent downloads.

Generate Payroll

The Generate Payroll feature allows users to upload a completed payroll Excel file and process bulk payroll records. Click the Generate Payroll tab to access the upload interface.

The page contains two sections:

• Upload – Upload Payroll Excel (.xlsx) file using the Choose File button. Only .xlsx format is accepted.
• Result – Displays the Upload Result after processing, showing success or error messages for each record.

To generate payroll:

• Click Choose File and select the completed payroll Excel file.
• Click Submit to upload and process the file.
• The system validates and processes the uploaded data, displaying the results in the Upload Result section.
• Click Back to return to the Payroll List without uploading.

Once processed successfully, the new payroll records are added to the payroll list and become available for viewing, downloading, and reporting.