Introduction to Tazk Payroll

What is Tazk Payroll?

Tazk Payroll is a comprehensive payroll and HR management module within the Tazk ERP suite. It covers the complete employee lifecycle — from onboarding to separation — while automating attendance tracking, salary processing, statutory compliance, and HR operations.

Key Modules

• Attendance Management — GPS, face recognition, QR code, manual, and device-based attendance with configurable policies per employee category
• Shifts — Create shifts, schedule rotations, and view monthly shift calendars
• Salary — Salary templates, structures, assign salary to groups, and process monthly payroll
• Loans & Claims — Employee loans with auto-deduction, expense claims with policy-based limits and payment tracking
• Configuration — Policy Management (week off & holiday, attendance and leave policies), General, Git Integration, Holidays & Special Permissions, Approvals, Device Register Logs, SMS, Mail, WhatsApp, Device Attendance
• Leave Management — Team leave calendar, pending approvals, absence register, and each employee's own leave, balances and policies
• HRMS — Employee Profile, Organization Structure, Employee Lifecycle, HR Letters, ESS Portal, Document Management, Expense Management, HR Policies, Performance, Recruitment, Training & LMS, HR Analytics, Events
• Document Templates — Design the payslip and HR letter templates the system prints
• Approvals — Configurable approval workflows for leave, permission, loan, attendance correction, and claims
• Messages — One inbox for requests, approvals, payslips, claims, wishes and announcements, plus internal mail
• Reports — Attendance, Salary, Statutory, Reference, Taxes, and Logs
• Live Location & Travel History — Real-time GPS tracking for field employees and their route for any day
• Calendar & Chat — Internal messaging, birthdays, holidays, and loan dues

Overall Payroll Flow

1. Setup: Admin sets up Company Info (General, Departments, Locations, Designations) in Settings → Company Info.
2. Configuration: Configure attendance rules in General Config, payroll rules in Payroll Config, statutory settings in EPF/ESI/PT Settings, create Attendance Policies and Leave Policies per employee category, declare Holidays, and set up Approval rules per department.
3. Employees: Add employees through Settings → Users with Personal Info, Application Info (role, location, attendance toggles), Payroll Info (department, category, salary template), and Payment Details.
4. Salary Setup: Create Salary Templates (define components) → Create Salary Structures (enter amounts) → Assign Salary to employees.
5. Daily Attendance: Employees mark attendance daily using GPS, Face, QR, Manual, or Device methods. Admin tracks via Today Attendance and Live Location.
6. Requests & Approvals: Employees raise leave, permission, loan, attendance correction, and claim requests. Requests are routed to the configured Approver and then to the Verifier (if set).
7. Attendance Process: End of month — open Attendance Process → Run Attendance for the month → open the period to correct any employee's days → click Final Confirm to lock it for salary.
8. Salary Process: Open Salary Process → select month/employees → upload Incentive/Deduction Excel (if any) → click Process Salary → system auto-computes EPF, ESI, PT deductions → review per-employee breakdown → click FinalConfirm to lock the month (attendance, leave, permissions can no longer be edited for that period).
9. TDS: Monthly TDS is computed during salary processing; the annual Form 16 is under Reports → Taxes.
10. HRMS: Manage the full employee lifecycle — profiles, documents, org structure, onboarding → probation → confirmation → promotions/transfers/increments → separation with Full & Final settlement. Generate HR Letters from your Document Templates, collect and verify documents, set expense limits, publish HR policies, run performance appraisals, recruit candidates, and conduct training programs.
11. Reports: Generate Attendance, Salary, Statutory (PF ECR, ESI, PT Statement), Reference, Taxes (Form 16), and Log reports for filing, audits, and analysis.

Who Should Use Tazk Payroll?

• HR Managers — attendance, employee records, HRMS, policies, and approvals
• Finance Teams — salary processing, PF/ESI/PT compliance, TDS, and cost reports
• Operations Managers — field staff tracking, live location, and shift management
• Business Owners — single platform for all payroll, HR, and compliance needs
• IT Administrators — roles, permissions, device management, and system configuration

Getting Started Checklist

1. Log in with your admin credentials at payroll.tazk.in
2. Set up company info in Settings → Company Info (General, Departments, Locations, LOV)
3. Configure General Config (attendance methods), Payroll Config (week off/holiday pay), EPF/ESI/PT Settings
4. Create Attendance Policies and Leave Policies per employee category
5. Declare Holidays & Special Permissions
6. Set up Approval rules per department and request type
7. Add employees via Settings → Users
8. Create Salary Templates → Salary Structures → Assign Salary
9. Employees start marking attendance → process monthly via Attendance Process → Salary Process