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Explore the course benefits
Individual or
group training
Choose personalized or group training sessions based on your preference with participants from your company or other co-learners interested in payroll.
Tailored
training sessions
While we have a structured curriculum, we prioritize your learning needs through personalized training sessions tailored to your objectives and requirements.
Interactive
learning experience
Explore interactive sessions featuring live examples rather than video clips for an engaging experience. All your queries are actively encouraged and promptly clarified throughout the session.
Get certified as a
Zoho Payroll Professional
Successfully complete our training program and earn a Zoho-recognized certification to gain new opportunities in payroll.
Expand your
expertise with us
Upgrade your career with our extensive training program that offers hands-on experience to serve more customers and increase your revenue.
Master payroll operations
with advanced software
Gain complete command over your payroll operations by mastering our widely adopted cloud-based payroll software.
Discover the course level that suits your needs
Overview of this course
The basics of setting up your organization account in Zoho Payroll and core payroll functions.
Who can enroll in this course?
Employees in the finance or accounts department who handle setting up, configuring, and maintaining your company's payroll system.
DAY 1
2 Hours
MODULE 1
Introduction to payroll basics
-
What is the payroll process?
- The flow of the general payroll process
-
Statutory compliance aspects
- Income tax
- EPF, ESI,PT, LWF and statutory bonus
- Reporting
MODULE 2
Setting up payroll
-
User interface and navigation
- Key modules
- Notifications and To Do areas
-
Organization setup
- Setting up an organization profile
- Tax information
- Pay schedule
- Statutory components
- Salary components
- Importing prior payroll
-
Configuring pay schedule
- Working days
- Pay day
- First pay period
-
Statutory components
- Configuring EPF contribution
- Setting up ESI
- Professional Tax and LWF setup
-
Salary configuration
- Configuring master salary components
- Creating custom salary components
- Using salary templates
- Setting up payslip template
-
Employees
- Adding employees
- Bulk import/export
- Managing employees' personal and payroll data
- Salary revisions
MODULE 3
Payroll operations
-
Processing pay runs
- Creating a pay run
- Key sections of the pay run screen
- Applying loss of pay (LOP)
- Applying one-time earnings and deductions
- Viewing employees' pay computations
- Skipping employees
- Pay run approval
- Salary disbursal
- Reverting pay runs
- Withholding salary
- LOP reversal
- Off-pay cycle run
- One-time payout
DAY 2
2 Hours
MODULE 1
Subsidiary payroll processes
-
Income tax handling
- IT declaration
- Proof of investments
- Viewing employee investments
- Editing and submitting on behalf of employees
-
Reimbursement handling
- Reimbursement components
- Flexible benefit plan
- Reimbursement claim submission
-
Approval module
- Reimbursement claims
- Proof of investment
- Salary revision
MODULE 2
Loans and settlements
-
Loan management
- Creating loans
- Disbursing and tracking employee loans
- Recording repayments
-
Employee exit
- Initiating the exit process
- Setting up and running a termination pay run
- Processing full and final settlement
MODULE 3
Reports and compliance
-
Payroll overview reports
- Employee salary statement
- Salary register
- Reimbursements summary
- Payroll summary
-
Statutory reports
- EPF-ECR
- ESIC returns
- PT monthly
-
Taxes and Forms
- Tax deduction summary
- Form 24Q
-
Others
- Audit report
- Payroll journal
-
Form 16
- Uploading Part A
- Generating and signing
Overview of this Course
- Step-by-step guidance on establishing your organization account in Zoho Payroll.
- In-depth coverage of managing regular pay runs.
- Instructions on enabling employees to access their payroll details through the Employee Self-Service Portal (ESS).
- Exploration of integrations with other Zoho applications like Zoho Books, Zoho People, and Zoho Expense.
Who can enroll in this course?
HR professionals responsible for:
- Managing payroll activities
- Setting up, organizing, and maintaining the company's payroll system
- Overseeing the entire payroll system.
DAY 1
3 Hours
MODULE 1
Introduction to payroll basics
-
What is the payroll process?
- The flow of the general payroll process
-
Statutory compliance aspects
- Income tax
- EPF, ESI,PT, LWF and statutory bonus
- Reporting
MODULE 2
Setting up payroll
-
User interface and navigation
- Key modules
- Notifications and To Do areas
-
Organization setup
- Setting up an organization profile
- Tax information
- Pay schedule
- Statutory components
- Salary components
- Importing prior payroll
-
Configuring pay schedule
- Working days
- Pay day
- First pay period
-
Statutory components
- Configuring EPF contribution
- Setting up ESI
- Professional Tax and LWF setup
-
Salary configuration
- Configuring master salary components
- Creating custom salary components
- Using salary templates
- Setting up payslip template
-
Employees
- Adding employees
- Bulk import/export
- Managing employees' personal and payroll data
- Salary revisions
MODULE 3
Payroll operations
-
Processing pay runs
- Creating a pay run
- Key sections of the pay run screen
- Applying loss of pay (LOP)
- Applying one-time earnings and deductions
- Viewing employees' pay computations
- Skipping employees
- Pay run approval
- Salary disbursal
- Reverting pay runs
- Withholding salary
- LOP reversal
- Off-pay cycle run
- One-time payout
MODULE 4
Subsidiary payroll processes
-
Income tax handling
- IT declaration
- Proof of investments
- Viewing employee investments
- Editing and submitting on behalf of employees
-
Reimbursement handling
- Reimbursement components
- Flexible benefit plan
- Reimbursement claim submission
-
Approval module
- Reimbursement claims
- Proof of investment
- Salary revision
DAY 2
3 Hours
MODULE 1
Loans and settlements
-
Loan management
- Creating loans
- Disbursing and tracking employee loans
- Recording repayments
-
Employee exit
- Initiating the exit process
- Setting up and running a termination pay run
- Processing full and final settlement
MODULE 2
Reports and compliance
-
Payroll overview reports
- Employee salary statement
- Salary register
- Reimbursements summary
- Payroll summary
-
Statutory reports
- EPF-ECR
- ESIC returns
- PT monthly
-
Taxes and Forms
- Tax deduction summary
- Form 24Q
-
Others
- Audit report
- Payroll journal
-
Form 16
- Uploading Part A
- Generating and signing
MODULE 3
Access control and permissions
-
Employee Self-Service Portal (ESS)
- Features available
- Preference module
- Configuring access
- Key actions
- Mobile app
-
User access and permissions
- Access scenarios
- Module and feature permissions
- Configuring user roles
- Inviting users
- Giving module and documentation
MODULE 4
Integration with Zoho applications
-
Zoho People
- Integration overview
- Integration prerequisites
- Setting up the employee sync
- Mapping employee fields
- Setting up the loss of pay report
- LOP sync settings
-
Zoho Books
- Integration overview
- Integration prerequisites
- Synchronising bank accounts
- Mapping chart of accounts
- Configuring journal entries
-
Zoho Expense
- Integration overview
- Integration prerequisites
- Pay reimbursement along with payroll
Pricing
Affordable learning for enriching growth
Basic
4 Hours
Up to 2 trainees
₹10,000
3 or more trainees
₹4,000
per trainee
Advanced
6 Hours
Up to 2 trainees
₹12,000
3 or more trainees
₹5,000
per trainee
*Pricing includes certification
*An additional 18% GST will be charged
Ready to become a payroll expert?
Reach out to us at training@zohofinance.com for any queries.
