Changing the Admin PIN alone won’t log them out of an active desktop session. You must revoke their permissions immediately from the Admin portal.

Actionable Steps to Resolve:

1. Log in as Super Admin.
2. Go to My Team → [Manager’s Name] → User Permissions.
3. Change their role from Branch Admin to Employee to revoke all admin access.
4. If the person refuses to log out, this step will restrict all their privileges immediately.

Managers cannot modify their own attendance, even if they hold administrative roles. This restriction ensures data integrity and transparency.

Actionable Steps to Resolve:

1. Log in using the Admin account.
2. Open the manager’s attendance record from the admin portal.
3. Make the required corrections.

Assign the Advanced Attendance Manager role. It provides permission to regularize attendance, manage leave approvals, and download attendance reports.

Actionable Steps to Resolve:

1. Log in as Admin on the web portal or app.
2. Go to My Team and open the HR Manager’s profile.
3. Click User Permissions → select Advanced Attendance Manager.
4. Save the role update.

You can assign a limited-access role, such as Advanced Attendance Manager or Attendance Manager, allowing attendance management without salary visibility.

Actionable Steps to Resolve:

1. Open the SalaryBox Web Portal or Mobile App with Admin access.
2. Go to My Team → [Employee Name] → User Permissions.
3. Assign one of the following roles:

• Advanced Attendance Manager: Can approve/reject leave and download attendance reports.
• Attendance Manager: Can mark attendance but cannot access reports or salary details.
• Save the changes.

Visibility for Branch Admins or Attendance Managers depends on Branch and Department assignments. If you can’t see all employees, the Super Admin may not have assigned you all the relevant Branches or Departments. Newly added employees might also be missing Department assignments that match yours.

Actionable Steps to Resolve:

1. Log in to the Super Admin account (only the Super Admin can modify visibility).
2. Go to My Team and locate the Branch Admin or Manager with the issue.
3. Click on their name → Employment Details.
4. Ensure all required Branches and Departments are assigned.
5. To view all employees, either assign all departments or remove specific department restrictions.

Branch Admins and Advanced Attendance Managers can only access branches explicitly assigned to them by the Main Admin. Seeing only the “Main Branch” means additional branch access hasn’t been granted yet.

Actionable Steps to Resolve:

1. Contact the Admin.
2. The Admin should log in and open your Employment Details.
3. Assign all required Branches and Departments to your profile.
4. Save the changes; this will grant you access to those branches.

Note: Branch Admins cannot modify their own branch or department access. Only the Main Admin can make these changes.

You can manage access for Branch Admins by assigning them to specific departments. This ensures they only see data (attendance, salary, etc.) for employees in their assigned departments, while the Owner (Admin) retains full access.

Actionable Steps to Resolve:

1. Log in to the Admin Account.
2. Go to My Team and locate the manager’s name.
3. Click on their record → open Employment Details.
4. Under Branch and Department, assign only the specific department (e.g., Production).
5. For owners or HR with full access, assign all departments or leave the setting universal (based on system configuration).

Employee visibility for Branch Admins, Advanced Attendance Managers, and other managers depends on Branch and Department assignments. If an employee isn’t visible, they may not share the same Branch and Department access. Also, if the employee joined via an invitation, the Admin may need to approve their New Joiner or Device Verification Request before they appear in the list.

Actionable Steps to Resolve:

1. Log in using the Admin account.
2. Go to My Team and search for the employee’s name.
3. Click the employee’s name → open Employment Details.
4. Verify both Branch and Department assignments.
5. Ensure they match the Branch and Department visible to the manager.Check the Pending Requests section for any approval needed (e.g., New Joiner Request).

You can increase the allowed distance by adjusting the Attendance Radius when setting up or editing your branch location. The Attendance Radius defines how far an employee can be from the saved branch coordinates to successfully mark their attendance.

If employees are frequently flagged as being “too far” despite being near the workplace, you can expand this radius to provide more flexibility.

Steps to Increase the Attendance Radius:

1. Open your SalaryBox Admin app or access the Desktop Web Portal.
2. Go to Settings → My Branch (or the Branch Details section).
3. Select the branch you want to edit.
4. Click Edit next to the branch name.
5. Locate the option for Attendance Radius.
6. Increase the value, for example, set it to 200 meters or more if needed.Save the changes.

The system relies entirely on Google Maps integration to verify and store accurate geolocation coordinates.

When you create or edit a branch, the “Search for place” option must fetch the address directly from Google’s verified database.

Resolution Steps:

1. Verify whether your new address appears on Google Maps.
2. If it doesn’t, submit an update or add the location on Google Maps.Once Google approves the location and it becomes searchable, return to SalaryBox and select it through the Search for place feature.

This message appears when the saved branch location in SalaryBox doesn’t match the employee’s actual GPS position.

Actionable Steps to Resolve

1. Log in to your Admin Account (Mobile App or Desktop).
2. Go to Settings → My Branch (or Company/Branch Details).
3. Click Edit beside the branch name.
4. In the address field, select Search for place or Branch Address.
5. Type the correct address and choose it from the map suggestions.
6. Click Get Address, then Save the changes.(Optional) Check or adjust the Attendance Radius to ensure employees within the site area can punch in successfully.

The Company Code is a unique identifier assigned to your company in SalaryBox. It is essential when contacting SalaryBox support for account-related queries, as it helps the support team quickly locate your account and provide efficient assistance. To ensure faster resolution, always have your Company Code and registered mobile number ready when reaching out.

To update your company logo, navigate to Settings in SalaryBox, click on your company name, select the Add/Edit Logo option, upload a new image file, and click Save to apply the changes.

To modify your company name or business type, go to Settings, click on your company name, edit the name field or select a new business type from the available options, and click Save to confirm the changes.

You cannot delete a branch if employees are still assigned to it. To delete a branch, first reassign all employees to another branch. Once the branch has no employees linked to it, you can proceed to delete it successfully.

To restrict attendance marking to your office location, go to Settings > My Branches, select the desired branch, and set the attendance radius between 100 to 1000 meters. Use the map or location search feature to pinpoint your exact office location. Employees outside this radius will be unable to mark their attendance.

Yes, you can assign the same employee to multiple departments if they perform roles across different teams. This flexibility is useful for employees with diverse responsibilities, allowing them to reflect their involvement in various departments accurately.

To delete a department, tap Delete next to the department name and confirm by entering DELETE. However, you must first ensure that no employees are assigned to that department. Reassign any employees to other departments before attempting to delete, as this restriction prevents accidental deletion of active departments.

To update an admin’s details, go to Settings > Admins, locate the admin, tap Edit next to their name, modify the necessary details, and click Save to update the information. This ensures the admin’s profile remains current and accurate.

You cannot delete your own admin account unless another admin is added to the system. To remove yourself, first add a new admin, log in with the new admin’s credentials, and then delete the previous admin account. This ensures there is always at least one active admin for account management.

A Branch Admin can only view and manage employees assigned to the same branch. If your organization uses departments within branches, ensure the Branch Admin and employees are also assigned to the same department. Verify these assignments in the system to resolve visibility issues.

No, a Branch Admin cannot modify their own attendance or payroll details. When they log in, their name does not appear on the SalaryBox dashboard. This restriction ensures the accuracy and integrity of attendance and payroll records by preventing self-editing.

No, neither Attendance Managers nor Advanced Attendance Managers have access to payroll functions. Their roles are strictly limited to managing attendance-related tasks, ensuring a clear separation of responsibilities within the system.

Yes, you can update an individual’s role by navigating to Settings > Employees & Managers, selecting the person, choosing a new role from the available options, and clicking Save.

Attendance Managers, Advanced Attendance Managers, employees, and CAs can only log in via the SalaryBox mobile app. Desktop login is restricted to Admins and Branch Admins.

An Attendance Manager can only handle same-day attendance records. In contrast, an Advanced Attendance Manager has additional permissions to edit past attendance records and manage leave requests, providing greater control over attendance-related tasks.

You can easily download your past or current invoices directly through the SalaryBox application or web portal, provided you are logged in using the main account.

Actionable Steps to Resolve:

From Mobile App (Android):

1. Log in using your main admin account.
2. Tap Settings at the bottom-right corner.
3. Select VIP.
4. View and download invoices as needed.

From Web Portal:

1. Log in to the SalaryBox web portal using your admin account.
2. From the left-hand menu, click VIP.
3. Under the VIP section, click Download Invoice.
4. Select and download the required invoice for your records or GST documentation.

Employees can self-onboard quickly using a link or QR code provided by the admin. Here’s how:

• Receive Invitation: Admin shares a unique link/QR code via email or WhatsApp.
• Download App: Employees download the SalaryBox app from Google Play Store or Apple App Store if not already installed.
• Enter Details: Employees input their personal details and the company code provided by the admin.
• Submit Request: They submit a joining request, which the admin approves to complete onboarding.

This process is secure, user-friendly, and saves time for both employees and admins.

SalaryBox offers two ways to add employees: self-onboarding and manual addition. Here’s the difference:

Self-Onboarding:

• Employees use a link/QR code to enter their details and submit a joining request.
• Saves admin time, reduces data entry errors, and is ideal for bulk hiring.
• Admin only shares the link and approves requests.

Manual Addition:

• Admin enters all employee details (e.g., name, contact, salary) directly in SalaryBox.
• Offers full control, suitable for small teams or single hires.
• Admin handles all data entry.

Key Difference: Self-onboarding is employee-driven and scalable, while manual addition is admin-controlled and precise.

Admins can quickly add new employees by entering their basic details or sending an invite link for self-onboarding.

Actionable Steps to Resolve:

From Web:

1. Log in to the Admin Account → My Team → Add Staff.
2. Choose an option:

• Add One Staff: Enter Name & Mobile Number.
• Add Multiple Staff: Upload a filled Excel template.
• Invite Staff: Share link or QR for self-onboarding.
• Approve new join requests under Pending Requests.

From App (Android):

1. Log in → Tap Add Staff.
2. Choose Add Manually or Add from Contacts.

To manage employee profiles in SalaryBox, follow these steps:

Mark Inactive:

1. Go to My Team.
2. Select the employee, tap the three dots, and choose Mark Inactive.
3. The employee’s profile is suspended but retained for future use.

Delete Employee:

1. Individual: In My Team, select the employee, tap the three dots, and choose Delete.
2. Bulk (Android Only): Go to Settings > More > Delete All Staff.
3. Deletion is permanent and cannot be undone.

Note: Update salary and attendance records before taking action to avoid discrepancies.

Here’s how inactivating and deleting differ in SalaryBox:

Inactivating:

• Temporarily suspends the employee’s profile, retaining all data.
• Ideal for employees on leave or who may return.
• Employee cannot access features; the profile is listed under Inactive Employees.
• Can be reactivated anytime.

Deleting:

• Permanently remove the employee’s profile and all data.
• Suitable for permanent separations.
• Irreversible: no data can be recovered.

Key Difference: Inactivating is reversible and preserves data; deleting is permanent and erases everything.

The system counts active employees across all branches. Some employees might be assigned elsewhere.

Actionable Steps to Resolve:

1. Switch the view to All Branches to see the full count.
2. To add new staff, inactivate employees who have left.
3. If managing multiple companies, switch to the company with available slots or upgrade the plan.

What Happens:

• The employee’s profile, including salary, attendance, and documents, is permanently erased.
• They disappear from My Team and reports, affecting historical records.
• Deletion can be individual (via My Team) or bulk (Android: Settings > More > Delete All Staff).

Can It Be Undone?:

• No, deletion is permanent with no recovery option.
• SalaryBox prompts for confirmation to prevent accidental deletion.

Precaution: Export critical data (e.g., salary reports) before deleting to maintain records.

Yes, you can access inactive employees easily:

• How: Go to Settings > Inactive Employees.
• Details: View personal details and the date they were marked inactive.
• Actions: Reactivate or delete inactive employees from this list.

This feature helps admins manage historical data while keeping the active employee list organized.

This happens when the uploaded Excel sheet doesn’t match the system’s required format.

Actionable Steps to Resolve:

1. Use the official SalaryBox Excel template.
2. Ensure all headers match exactly; remove extra columns.
3. Clear any filters before uploading.

Yes, Background Verification is a paid feature in SalaryBox:

• Overview: Verify documents like PAN, Aadhaar, and Driving License securely via the app.
• Cost: One-time fee of ₹350 per employee for unlimited document verifications.
• Benefits: Fast, compliant, and reliable, reducing the need for external services.

Only admins and branch admins can initiate verifications.

• Cost: ₹350 per employee, one-time fee.
• Includes: Unlimited verifications for documents like PAN, Aadhaar, Voter ID, and more.
• No Extra Fees: No recurring costs or per-document charges.

This pricing makes verification cost-effective and transparent.

No, you pay only once per employee:

• Single Fee: ₹350 covers unlimited document verifications for one employee.
• Documents: Includes PAN, Aadhaar, Driving License, educational certificates, etc.
• Example: Verify multiple documents for an employee under the same ₹350 fee.

This eliminates additional costs and simplifies the process.

SalaryBox ensures document security with:

• Restricted Access: Only admins and branch admins can view documents; employees can only upload.
• Encryption: Documents are transmitted and stored using secure, encrypted channels.
• Compliance: Adheres to data protection standards with regular security audits.
• Employee Limits: Employees cannot edit or delete uploaded documents.

These measures protect sensitive information and ensure confidentiality.

If you are not receiving the OTP while resetting your PIN, it’s usually due to an incorrect number, connectivity issues, or app-related cache problems.

Actionable Steps to Resolve:

1. Ensure you are using the same number registered with SalaryBox..
2. Make sure your network connection is stable.
3. Go to your mobile settings and ensure no VPN is active.
4. Uninstall and reinstall the app if the OTP still doesn’t arrive.
5. If you’ve already tried multiple times, wait a few hours before requesting a new OTP.

The employee does not need to wait the full 24 hours. The message appears because multiple incorrect PIN attempts were made, but the PIN can still be reset immediately.

Actionable Steps to Resolve:

1. Tap on the RESET PIN option displayed on the screen.
2. You will receive an OTP on your registered mobile number.
3. Enter the OTP to create a new PIN.
4. Use the new PIN to log in and continue using the app.

Reminder: Avoid repeated incorrect entries to prevent another lockout.

If an employee receives an “Invalid PIN” error while trying to punch attendance, it means the PIN entered is incorrect. Employees have only two attempts to enter the correct PIN before it gets temporarily locked.

Actionable Steps to Resolve:

1. Tap on the RESET PIN option on the login screen.
2. You will receive an OTP on your registered mobile number.
3. Enter the OTP to reset your PIN.
4. Once the PIN is reset, use it to log in and punch attendance.

Tip: Remember your new PIN to avoid repeatedly requesting OTPs.

You can modify or reassign default shifts directly from the Attendance settings in SalaryBox.

Actionable Steps to Resolve:

1. Go to the Attendance Details page.
2. Select all employees whose timing you wish to update.
3. Click on Update Work Timing.
4. If the previous shift was Fixed (e.g., 10:15 AM to 7:00 PM), remove it.
5. Select the new shift from the created shift list.

• If you want employees to punch in/out at any hour, select Any Time Punch.
• Update the Week Off designation for each employee (e.g., Friday as Week Off).

Flexible and rotation shifts are available only in advanced plans.

Upgrade your subscription from SB Attendance Lite to the SB Attendance Pro plan that supports flexible rosters and rotation shifts.

This occurs when a week off isn’t set in the employee’s work timing policy.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Details → Work Timing.
2. Select the employee and assign the week off (e.g., Sunday).

You can assign alternating week-offs from the web portal under Work Timings.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Details → Work Timing.
2. Select employees and choose the day (e.g., Saturday).
3. Tick Week Off and select First and Third weeks.
4. Assign shifts for other days.

The “Late” status appears only when employees have an assigned fixed shift.

Actionable Steps to Resolve:

Create a Shift:

• Go to Settings → Attendance Settings → Shifts → Add Shift.
• Enter shift name and timings, then save.

Assign the Shift:

• Go to My Team → Attendance Details → Work Timings.
• Select and assign the shift to employees.

Once assigned, the system will mark future late punches automatically.

Adjust the shift start time to include the grace period instead of using a grace setting.

Actionable Steps to Resolve:

1. Add your grace time (e.g., 20 mins) to the official start time.
2. Update the shift start time (e.g., 10:00 → 10:20 AM).Remove the grace setting from the policy.

The system visually marks attendance as “Late” after the shift start time, but the grace period prevents penalties until it expires.

Actionable Steps to Resolve:

No action needed, the mark is informational. Salary deductions apply only after the grace period ends.

The issue occurs when the shift timing doesn’t cover overnight hours. You must create a night shift that spans two calendar days.

Actionable Steps to Resolve:

On Web Portal:

1. Go to Settings → Attendance Settings → Shifts.
2. Click Add Shift and set Start Time (e.g., 9:30 PM) and End Time (e.g., 6:30 AM).
3. Save the shift.

On Mobile App:

1. Go to Settings → Attendance Settings → Shifts.
2. Add a new shift with overnight timings and save.

Only the Admin can create new shifts. Branch Admins can assign existing shifts but not create new ones.

Actionable Steps to Resolve:

1. Log in using the Admin credentials.
2. Go to Settings → Attendance Settings → Shifts.
3. Click Add Shift, enter details, and save.

You can assign multiple shifts to a single employee through their Work Timing settings.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Details.
2. Select the employee and click Work Timings.
3. Choose both the Morning and Afternoon shifts.Click Save/Update.

You can assign a shift to all employees at once through the My Team section on the web portal.

Actionable Steps to Resolve:

1. Go to Settings → Attendance Settings → Shifts.
2. Create and save the new shift.
3. Navigate to My Team → Attendance Details.
4. Select all employees and click Update Work Timings.
5. Choose the new shift and click Save/Update.

You can control when Overtime begins using the Automation Rule feature (available in the Pro plan) by defining mandatory working hours for half-day and full-day shifts.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Detail.
2. Open the Automation Rule section.
3. Set the Mandatory Half Day (e.g., 4 hours).
4. Set the Mandatory Full Day (e.g., 8 or 8.5 hours, based on your shift length).
5. Once employees complete the full-day mandatory hours, any additional time worked will automatically be calculated as Overtime.

When employees work beyond midnight, the system needs an extended shift limit to recognize their punch-out as part of the same workday. Without this configuration, the punch-out after 12 AM may not register correctly.

Actionable Steps to Resolve:

1. Go to Settings > Attendance Settings > Shift.
2. Click Add a New Shift and define the regular shift timing (e.g., 8:30 AM to 5:00 PM).
3. Use the Add Limit option to extend the shift duration, calculate the total maximum hours from the shift end time (e.g., 5:00 PM) to the latest expected punch-out time (e.g., 1:00 AM).
4. Save the shift and assign it to the employees who work past midnight.Do not delete the old shift, as it may affect historical attendance data.

The system counts multiple punch-ins as one working day. If at least one valid punch cycle (In & Out) exists, the employee is marked Present. However, it doesn’t automatically deduct hours for long mid-day breaks.

Actionable Steps to Resolve:

1. Go to Attendance → Dashboard → Employee Name to review punch logs.
2. If total hours are less than required, manually change the status to Half Day or Absent.
3. Set Mandatory Working Hours under the Automation Rule to automate such deductions.

This is not possible as SalaryBox links each employee’s account to a unique verified device for security and accuracy.

1. If an employee logs in from a new or shared device, a device verification request is sent to the admin.
2. The system does not support multiple employees marking attendance from one device. Each employee must use their own phone number and device to punch attendance.

This occurs when an employee tries to mark attendance from a new or unverified device. For security reasons, the Admin must approve the device verification request before the employee can proceed.

Actionable Steps to Resolve

On Mobile (Android):

1. Log in with your Admin account on the SalaryBox app.
2. On the main screen, tap Pending Request below the blue attendance box.
3. Select Device Verification.
4. Find the employee’s name and tap Approve (or open the request, then Approve/Reject).
5. Ask the employee to close and reopen the app; they can now mark attendance.

On Desktop:

1. Log in with your Admin account.
2. Click Pending Requests on the top-right.
3. Select Device Verification and approve the request.

On iPhone:

1. Log in with the Admin account.
2. Go to Settings → Device Verification Requests.
3. Approve the employee’s device request.
4. Ask the employee to restart the app to mark attendance.

Field staff who travel to multiple client sites should be assigned the “From Anywhere” attendance setting. This setting enables them to punch in and out from any location instead of being restricted to a fixed branch.

Actionable Steps to Resolve:

1. Log in to your Admin account on the web or mobile app.
2. Go to Settings → Branch / Company Details.
3. Under Attendance Location Type, select “From Anywhere.”
4. Assign this setting to all field staff profiles.Instruct employees to punch in at their first client visit and punch out at the last; attendance and working hours will be automatically calculated.

Admins can manually edit an employee’s Punch In or Punch Out time from either the web portal or the Android app. This helps in correcting or updating attendance records when required.

Actionable Steps to Resolve:

From Web Portal:

1. Log in to the SalaryBox Web Portal.
2. Go to Attendance → Attendance Dashboard.
3. Select the employee and choose the desired month.
4. Click on the specific date you want to edit.
5. Update the Punch In or Punch Out time and save.

From Android App:

1. Open the SalaryBox App and go to Attendance.
2. Tap on the employee’s name.
3. Select the date you want to edit.Update the timings and save the changes.

If an employee can punch in from outside the office, their attendance mode is likely set to “Anywhere.” You can restrict this by updating their attendance mode settings.

Actionable Steps to Resolve (Web Portal):

1. Log in to the SalaryBox web portal using your admin account.
2. Go to My Team → Attendance Details.
3. Open the Attendance Modes section.
4. Select the employees you want to restrict and click Update Attendance Modes.
5. Choose “Mark attendance from office” and save.

To apply for all employees:

• Select the top checkbox (to select all names) → click Update Attendance Modes → Mark attendance from office → Save.

To update for one employee:

• Open their profile → Attendance Details → Attendance Modes → Mark attendance from office → Save.

To change an employee’s attendance mode from biometric to mobile app (Selfie or App Punch In), first remove them from the biometric device and then enable mobile attendance options through the admin panel or app.

Actionable Steps to Resolve:

On Web:

• Log in to the SalaryBox web portal → Settings → Attendance Settings → Biometric → Manage Employees.
• Find the employee and click Remove to unlink them from the biometric device.
• Go to My Team → Employee Name → Attendance Details → Attendance Modes.
• Enable preferred options like Selfie Attendance, GPS Attendance, or Mark Attendance from Office.

On Android:

• Open the SalaryBox Admin App → Settings → Attendance Settings → Biometric.
• Tap Remove beside the employee’s name to unlink them.
• Open the employee’s profile → Edit (top-right) → Attendance Details.
• Enable Selfie, GPS, or Office Attendance modes.
• Once updated, the employee can mark attendance directly from the mobile app.

Missing attendance often occurs when a Date of Leaving is accidentally entered in the employee’s profile. The system then assumes the employee is no longer active and stops tracking attendance.

Actionable Steps to Resolve

1. Log in to the Admin account on the desktop.
2. Go to My Team and click on the employee’s name.
3. Open the Employment Details section.
4. Check the Date of Leaving field.
5. If a date is entered, remove it and click Update Details.
6. Once removed, the attendance data should appear correctly on the dashboard.

This happens when a punch-out time limit has been set in the shift settings. When configured, the “Punch Out” option is only available within that defined time window.

Actionable Steps to Resolve:

On Web:

• Go to the SalaryBox web portal → Settings → Attendance Settings → Shifts.
• Click Edit beside the shift to check if a time limit is set.
• To remove it, create a new shift by selecting Add Shift → Anytime (for flexible punch-in and punch-out).

On Android:

• Open the SalaryBox app → Settings → Attendance Settings → Shifts.
• Tap Edit next to the shift to check the time limit.
• To remove it, tap Add Shift → Anytime to allow flexible punching.
• Once updated, employees will be able to punch out normally after their shift.

This usually happens after an update to your Automation Rules. Employees must complete the defined mandatory full-day working hours to have their status appear as “Present.” Check that both full-day and half-day hours are correctly configured.

Actionable Steps to Resolve:

On Web:

• Go to the SalaryBox web portal → Employee Name → Attendance Details → Automation Rules.
• Review and update the working hour settings.

On Android:

• Open the SalaryBox app → Employee Name → Edit (top-right) → Attendance Details → Automation Rules.
• Update the settings as required.
• Once saved, the attendance status will reflect correctly.

If the app incorrectly shows the employee as “away from the location” or displays a high distance in meters, the issue is usually with the device’s GPS location data needing a refresh.

Actionable Steps to Resolve:

1. Ask the employee to open Google Maps on their mobile device.
2. Allow Google Maps to locate and refresh its current position.Once the location is updated in Google Maps, open the SalaryBox app and try the Punch In/Punch Out process again.

This error occurs when the necessary permissions for the SalaryBox application are not fully enabled on the employee’s mobile device.

Actionable Steps to Resolve:

1. Locate the SalaryBox app icon on the employee’s mobile phone.
2. Press and hold the app icon (for 1–2 seconds) to open App Info.
3. Go to the Permissions section.
4. Allow all permissions listed, especially Camera, Contacts, Photos/Storage, and Location.
5. Once all permissions are enabled, the Punch In option will become available immediately.

This error appears when employees scan an outdated or inactive QR code.

Actionable Steps to Resolve:

1. Check QR Code Status:

• After refreshing, the old QR code becomes invalid.
• Ensure the new QR code is generated, downloaded, and displayed for employees to scan.

2. Verify Employee Branch Assignment:

• Go to Employees → Select Employee → Check Branch Assignment in the SalaryBox app (web or mobile).
• Confirm the employee is assigned to the correct branch linked to the QR code.

3. Refresh the QR Code (if needed):

• Go to Settings → Attendance Details → QR Code.
• Click Refresh QR Code and note the latest refresh date/time.
• Share the new QR code with employees at that branch.

If an employee is facing an issue where they are unable to access their own attendance details, even after keeping the screen open for several minutes, and it continues loading, the administrator needs to verify a specific setting within the employee’s profile.

Actionable Steps to Resolve:

1. Open the SalaryBox application (either on the desktop or mobile phone).
2. Click on the name of the employee who is facing the issue.
3. Once the profile is open, look on the right-hand side for options and navigate to Attendance details or Attendance settings.
4. Locate the option labeled “Staff can view own attendance.” This option should be enabled (“on”) for the employee to access their own attendance data.

If employees are marking attendance from their mobile phones and encounter an error such as “Move closer to the radius” or “You are away from the location,” it usually relates to location restrictions in the SalaryBox app.

This happens when the employee’s current GPS location is outside the allowed radius of their assigned branch.

Actionable Steps to Resolve:

1. Go to Settings → Branches in the web portal.
2. Open the respective branch.
3. Review and, if needed, update the branch address and radius to ensure accuracy.
4. Once the branch location and radius are correctly set, employees will be able to mark attendance without location-related errors.

You may see this error for the following reasons:

• The admin has already manually marked the staff’s attendance.
• Staff’s face is not properly enrolled in the SalaryBox app.

Actionable Steps to Resolve:

1. Open the SalaryBox app on your Android phone.
2. Tap on Settings at the bottom right.
3. Go to Attendance Settings.
4. Under AI Face Recognition, you’ll see a list of employees.
5. Find the staff’s name, tap on Delete Face, and then Re-Enroll Face in proper lighting.
6. After re-enrolling, go to the Attendance Kiosk.
7. Tap on Update Staff List (top-right corner).
8. Try marking attendance again.

You can customize the Mandatory Full Day Hours and Half Day Hours in the Automation Rules to match your field staff’s actual working duration (for example, setting 5.5 hours instead of the standard 8 hours). This ensures that their attendance reflects their shorter shifts accurately.

Actionable Steps to Resolve:

1. Ensure “Present on Punch In” is turned OFF for these employees.
2. Open the Automation Rules for the specific employee(s) from the web or Android app.
3. Adjust the working hour rules:

• Full Day Hours: Set this to the minimum time required for a full day (e.g., 5.5 hours).
• Half Day Hours: Set this to the minimum time required for a half day (e.g., 3 hours).
• Click Save to apply the changes.

When “Present on Punch In” is disabled, the system only records the employee’s In Time after punching in. The Green “Present” status will not appear immediately. The attendance status will be updated only after the employee punches out and the total working hours are calculated.

Actionable Steps to Resolve:

1. Ensure that Mandatory Full Day Hours and Half Day Hours are defined under Automation Rules.
2. Inform employees that their attendance will show as “Pending” or “In Progress” until they punch out.
3. Once the employee punches out, the system will:

• Mark Present if working hours meet or exceed Full Day Hours.
• Mark Half Day if working hours meet the Half Day requirement but are less than Full Day.

When “Present on Punch In” is turned OFF and the Mandatory Work Hours (Full Day and Half Day) are not defined, the system cannot determine attendance and will automatically mark the employee as Absent.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Details → Automation Rules.
2. Ensure “Present on Punch In” is turned OFF.
3. Set both Mandatory Full Day Hours (e.g., 8 hours) and Mandatory Half Day Hours (e.g., 3 hours).
4. Click Save to apply the changes and ensure attendance is calculated correctly.

No, you don’t need to configure these settings individually. SalaryBox allows you to apply Automation Rules in bulk for all employees at once through the web portal.

Actionable Steps to Resolve:

1. Open SalaryBox on your browser.
2. Navigate to My Team → Attendance Details → Automation Rules.
3. Click the Name checkbox at the top to select all employees.
4. On the top-right, click Update Automation Rules.
5. Disable “Present on Punch In.”
6. Enter both:

• Mandatory Full Day Hours
• Mandatory Half Day Hours
  (Both fields must be filled to ensure correct attendance records.)
• Click Save to apply the settings in bulk.

You cannot set a fixed automatic punch-out time (like 8 PM). However, you can use Mandatory Working Hours rules to automatically mark employees as Present, Half-Day, or Absent based on total work duration, even if they forget to punch out.

Actionable Steps to Resolve:

From Web:

1. Go to My Team → Attendance Details → Automation Rules.
2. Disable “Present on Punch In.”
3. Enter both Full Day Hours and Half Day Hours (e.g., 9 hrs / 5 hrs).
4. Click Save.

From Mobile:

1. Open SalaryBox App → Employee → Edit → Attendance Details → Automation Rules.
2. Disable “Present on Punch In.”
3. Enter Full Day Hours and Half Day Hours, then Save.

Example Setup:

• Works 5–9 hrs → Half-Day
• Works <5 hrs → AbsentNo Punch-Out → Absent

You can easily check an employee’s Branch Assignment and Attendance Mode from both the web portal and the mobile app. These settings help ensure that each employee’s attendance is tracked according to their assigned location and punching mode.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to your SalaryBox Admin Account on the web.
2. From the left-hand menu, click on My Team.
3. Select the employee whose settings you want to view.
4. To check Branch Assignment:

• Click on Employment Details from the left-side options.
• Under Employment Details, you’ll see the Branches section showing the assigned branch.

To check Attendance Mode:

• Click on Attendance Details from the left-side menu.
• Under Attendance Details, you’ll find the Attendance Modes section showing the configured mode(s).

From the Android App (Admin Access):

1. Open the SalaryBox Admin App and go to the Employee List.
2. Tap on the employee name you want to check.
3. On the top-right corner, tap the Edit icon.
4. To check Branch Assignment:

• Go to Current Employment and open it.
• Inside, you’ll see the Branches option showing the assigned branch details.

To check Attendance Mode:

• In the same section, tap on Attendance Details.Under Attendance Modes, you can view the assigned mode(s).

To restrict employees from marking attendance outside the office premises, you must set their Attendance Mode to “From Office.” This ensures employees can punch in or out only when physically within the defined Attendance Radius around the registered branch location.

Actionable Steps to Resolve:

1. Log in to your SalaryBox Admin Account (Web).
2. Go to My Team → Attendance Details → Attendance Modes.
3. Select the employees who should be restricted to office-based punching.
4. Click Update Attendance Mode (top-right corner).
5. Choose From Office and click Update.Refresh the page to confirm that the selected employees are now restricted to From Office mode.

You can set up a fixed device (Attendance Kiosk) that allows multiple employees to punch in and out using face recognition. This is done by linking the device to your company account as an Attendance Kiosk.

On Desktop (Recommended):

1. Log in to your SalaryBox Admin account on a desktop or PC.
2. Click Settings (top-right corner).
3. Scroll to Attendance Settings and select Attendance Kiosk.
4. Enter the mobile number of the device (tablet) you want to use for attendance.
5. Once saved, the tablet becomes your Attendance Kiosk.

On Android App (Admin Account Only):

1. Open the SalaryBox app and log in with your Admin account.
2. Tap Settings → Attendance Settings.
3. Enable AI Face Recognition.
4. Enroll all employees’ faces for accurate recognition and attendance marking.

To correct or update attendance records for a full month, follow these steps:

1. Navigate to My Team in the SalaryBox app.

2. Select Attendance from the left-hand menu.

3. Go to the Attendance Dashboard.

4. Click the Import Attendance button in the top-right corner.

5. Choose the month you want to update.

6. Download the provided template and make the necessary changes.

7. Upload the updated file by clicking Upload Attendance Data.

This process allows you to efficiently update multiple records at once.

To ensure that staff must punch out to have their attendance recorded correctly (available in the SB Attendance Pro Module):

1. Go to My Team and click on the staff member’s name.

2. Scroll to Attendance Details.

3. Select Automation Rule.

4. Disable the Present on Punch-In toggle.

5. Set values for Mandatory Half-Day Hours and Mandatory Full-Day Hours to ensure accurate tracking.

6. Click Update Automation Rules.

Once set, staff must punch out for their attendance to be marked accurately.

Example: Staff who punch in at 10:04 AM are marked as late, even though there is a 15-minute grace period after the 10:00 AM shift starts.

The “Late” tag appears because the punch-in time (e.g., 10:04 AM) is after the shift start time (10:00 AM). However, with a 15-minute grace period configured, no late fine is applied unless the punch-in occurs after 10:15 AM. The “Late” label simply indicates the time difference and does not affect fine calculations unless the grace period is exceeded.

Example: A staff member receives a “Punch-in not allowed” message when trying to punch in at 9:43 AM for a 10:00 AM shift.

This occurs because the shift settings allow punch-ins only within 15 minutes before the shift start time. In this case, 9:43 AM is 17 minutes early, exceeding the allowed window. To adjust this:

• Go to Settings > Shifts.
• Click Edit for the relevant shift.

Check the Allow punch-in before shift setting and adjust the time window as needed.

Click Confirm.

This issue may arise due to the following reasons. Check these settings:

• AI Kiosk Configuration:
  ->Go to Settings > Attendance Kiosk.
  ->Click Edit for the kiosk and verify that the correct branch is assigned.
• Face Enrollment Verification:
  ->On an Android device, log in to the SalaryBox app with admin credentials.
  ->Go to Settings > Attendance Settings > AI Face Recognition.
  ->Ensure the staff member’s face is properly enrolled.
• Kiosk Number Validation:
  ->Confirm the staff is using the correct and updated AI Kiosk number to log in.

No, you cannot edit the start or end times of a shift once it’s assigned to staff. This restriction ensures consistency in attendance metrics like late arrivals, early departures, and overtime. Instead:

• Create a new shift with the updated timings in Settings > Shifts.
• Assign the new shift to the relevant staff.

This maintains accurate attendance tracking without affecting past records.

Yes, you can rename an existing shift:

• Go to Settings > Shifts.
• Click Edit next to the shift (e.g., “Shift 1”).
• Update the Shift Name to the desired name (e.g., “HR Department”).
• Click Save to apply the changes.

No, staff cannot be fully restricted from punching in after the grace period, as this would require admins to manually mark attendance for late staff, which is impractical. Instead, the system automatically marks punch-ins after the shift start time and grace period as “late” in attendance reports, allowing for tracking without blocking attendance.

Staff without smartphones can still mark attendance using these options:

• Attendance Kiosk: Set up a kiosk on a shared office device for staff to mark attendance.
• Attendance Manager: Assign a team lead or supervisor as an Attendance Manager or Advanced Attendance Manager. Staff can use the manager’s device to mark their attendance.

To enable selfie attendance, go to My Team, select the employees, turn on Allow punch-in from Staff App, and choose Selfie as the attendance mode. You can also select QR if preferred, but only one mode can be active at a time.

No, an employee can only use either QR code or Selfie to mark attendance, not both. You must choose and enable one attendance method at a time, and the other must be disabled to avoid conflicts.

To set the attendance location, go to the employee’s Attendance Mode and select either From Office or From Anywhere under GPS Attendance. If you choose From Office, ensure the employee is assigned to the correct branch with the proper location. To verify or update the branch location, go to My Branches and tap Edit on the branch.

This happens if the employee is assigned to a different branch than the one linked to the kiosk. Attendance kiosks are branch-specific, so ensure the employee is assigned to the same branch as the kiosk to appear in the list.

You might be using a mobile number already registered in SalaryBox as an admin or employee. The Attendance Kiosk requires a unique mobile number not linked to any existing user profile. Try a different, unused number to set up the kiosk.

No, face enrollment for attendance can only be done using an Android device, not on the web portal.

If the kiosk fails to recognize an employee’s face, check the face enrollment for accuracy, ensure proper lighting, and verify the camera is functioning. If needed, update the employee’s face data to resolve the issue.

To set up a night shift (e.g., 8:00 PM to 5:00 AM):

• Create the shift by entering the start time (8:00 PM) and end time (5:00 AM, next day).
• Since night shifts cross into the next day, employees may not punch out exactly at 5:00 AM. To avoid issues:
  ->Use the Add Limit option.
  ->Allow 1 to 2 extra hours after the shift end time for punch-out.
  This flexibility ensures employees can punch out if delayed, and their attendance is recorded correctly.

This happens if an employee tries to punch out after the shift ends, as the app considers it a new day and shows Punch In instead of Punch Out. To fix this, set a punch-out time limit when creating the night shift. For example, if the shift ends at 5:00 AM, add a 1–2 hour limit so employees can punch out by 6:00 or 7:00 AM without issues.

Yes, you can assign multiple shifts to a staff member. When they punch in, the app will display a list of their assigned shifts, allowing them to select the correct shift for that punch-in.

• Paid breaks are counted as part of an employee’s working hours.
• Unpaid breaks are not included in working hours.
  For example, a 30-minute lunch break:
• If paid, it’s included in total working hours.
• If unpaid, it’s excluded from total working hours.

Yes, employees can punch in and out multiple times a day. The system records each punch to accurately calculate their total working hours.

If an employee exceeds the allowed paid break time, the extra time is not counted in their total working hours. This ensures only the approved break duration is included. You can monitor break usage in real-time using the Live Attendance Dashboard in SalaryBox.

You can’t directly see who edited the punch timings (e.g., Admin, Branch Admin, or Attendance Manager), but you can check if changes were made by reviewing the Notification Center (bell icon, top right). Original punch-in and punch-out times are recorded there and remain unchanged, even if edited later, allowing you to compare and detect manual changes.

No, punch-in and punch-out timings cannot be imported in bulk. They must be recorded individually through the app or kiosk.

If an employee’s name is missing from the attendance report:

• Ensure the person downloading the report is not a Branch Admin, as they can only see employees from their assigned branch.
• Check if the employee is active and verify if a Date of Leaving is entered. If a leaving date exists, remove it to make the employee visible in the report again.

To require employees to punch out:

• Disable the Present on Punch-In feature in Automation Rules settings.
• Set up Mandatory Working Hours to ensure attendance is only marked after punch-out.

This happens if the Present on Punch-In setting is OFF and no mandatory working hours are defined. When OFF, attendance is only marked after punch-out. Without mandatory hours, the system lacks criteria to mark the employee present, resulting in an absent status despite completing their shift. To fix this:

• Keep Present on Punch-In turned ON, or
• Define mandatory working hours in the settings.

The Company Roster is located under the Attendance tab in the left-side menu, showing a monthly calendar view for flexible shift setups. With the roster, you can:

• Assign rotational shifts to employees with Flexible work timings.
• Set custom week-offs for employees individually or in bulk, for those with Flexible work timings.

It’s ideal for managing employees with non-fixed weekly schedules.

Yes, you can monitor real-time attendance for multiple employees using the Live Attendance Dashboard in SalaryBox. This feature shows current punch-in, punch-out, and break statuses for all employees, helping you track attendance instantly.

If attendance isn’t recording properly, check:

• The employee is using the correct attendance mode (e.g., Selfie, QR, or GPS).
• They are assigned to the right branch and location for From Office attendance.
• The device’s GPS and internet are active for location-based attendance.

The Notification Center for any discrepancies in punch timings.

Manually adjust the attendance in the system if needed, after verifying the issue

Available in the SB Attendance Pro Module, you can configure automatic half-day deductions:

1. Go to My Team and select the staff member’s name.
2. Scroll to Attendance Details.
3. Click Automation Rules.
4. Under Auto Half-Day if Late By, select Not Set and enter the grace period (e.g., 30 minutes).
5. Save the changes.

If the staff punches in after the grace period, their attendance will be marked as a half-day.

These settings ensure staff can only mark attendance within the branch’s radius.

To manually adjust punch-in or punch-out times:

1. Navigate to the Attendance section.
2. Open the Attendance Dashboard.
3. Select the employee’s name.
4. Choose the relevant month and date.
5. Click the existing punch-in or punch-out time.
6. Enter the correct time, ensuring the correct AM/PM is selected.
7. Click Confirm to save.

This issue typically occurs due to incorrect automation settings. To troubleshoot:

1. Go to My Team and select the staff member’s name.
2. Scroll to Attendance Details > Automation Rules.
3. Check if the Present on Punch-In toggle is disabled. If so, enable it or:
   ->Set Mandatory Half-Day Hours and Mandatory Full-Day Hours (e.g., 4 hours for half-day, 8 hours for full-day).
4. Save the changes.

These settings ensure the system recognizes punch-ins and marks attendance correctly.

Employees may be marked as Absent or Half-day if the Present on Punch In toggle is disabled. In this case, employees must complete their mandatory working hours (e.g., 9 or 10 hours for a full day) and punch out to be marked present. If they only punch in or fail to meet the required hours, they may be marked absent until they punch out.

The Auto Half Day rule applies when an employee works between the mandatory half-day hours (e.g., 5 hours) and full-day hours (e.g., 10 hours), marking them as half-day. If they work less than half-day hours, they are marked absent.

To adjust the auto half-day duration (e.g., for 30 minutes of lateness):

• Go to My Team > Select the employee’s name.
• Scroll to Attendance Details > Automation Rules.
• Set the desired late duration for the Auto Half-Day rule.
• Save the changes.

Note: Automation rules must be set individually for each employee, as bulk copying is not supported.

To mark employees as Present immediately after punching in:

1. Go to My Team > Select the employee’s name.
2. Scroll to Attendance Details > Automation Rules.
3. Enable the Present on Punch In toggle.
4. Save the changes.

This ensures employees are marked present upon punching in, without needing to complete mandatory hours or punch out.

To configure a late-coming policy:

1. Navigate to My Team > Attendance Penalty Overtime.
2. Click on Late Coming Policy.
3. Set Allowed Late Days (e.g., 4 times per month) and the allowed Minutes for lateness (e.g., 1 minute past shift start marks them late).
4. Save the settings.

Converting late days to half-day:

This feature is only available in the SB Attendance Pro plan, not the Lite plan. To deduct a half-day’s salary for late arrivals:

• Select Fixed Daily Rate in the policy if you are updating the late-coming policy as per the fixed deduction, or choose 0.5*hourly salary if you are updating the late-coming policy based on the hours they are late.
• Enter the per-day deduction amount.
• This can be set individually but requires manual entry for bulk uploads.

No, the option to define a specific lunch break duration is not available in the basic SB Attendance Lite plan. This feature requires the SB Attendance Pro plan.

To configure an overtime policy:

1. Go to My Team > Attendance Penalty Overtime.
2. Select the Overtime option.
3. Choose a calculation method:

   Use custom multipliers or hourly rates.
   Set specific amounts for full-day or half-day overtime pay (e.g., double payment).

4. Save the settings.

Offsetting late deductions:

• Late arrival deductions and overtime are treated as separate policies. Overtime hours cannot offset morning late fines; both are calculated independently.

If the QR code scanning option is unavailable, it’s likely because the employee is set up for biometric attendance. Employees can only use one attendance mode at a time (biometric, QR code, or selfie punch). To enable QR code scanning:

• Go to the employee’s Attendance Details.
• Disable biometric attendance and any conflicting modes (e.g., selfie punch).
• Save the changes.
• Ask the employee to log out and log back into the app.

The QR code scanning option should now be available.

To restrict early punch-ins (e.g., allowing punch-ins only 10 minutes before the shift):

Go to Settings > Shifts.

Edit the relevant shift.

Set the Allow punch-in before shift option to the desired time limit (e.g., 10 minutes).

Save the changes.

This ensures employees cannot punch in earlier than the specified window.

Currently, there is no direct option to import employee rosters for shift assignments. However, you can streamline the process for large teams (e.g., 180+ employees):

1. Go to Settings > Shifts.
2. Identify groups of employees with the same shift (e.g., 8:00 AM to 8:00 PM).
3. Select these employees using checkboxes.
4. Assign the desired shift and date to the group in one action.
5. Repeat for other shift groups.

This method allows efficient shift assignment without individual entries.

To check the status of pending requests or handle device verification requests, follow these steps:

1. Log in to the Salarybox web portal.
2. Locate the “Pending Requests” option on the top right-hand side of the dashboard.
3. Click on “Pending Requests” to view a dropdown menu.
4. Select from the subheadings, such as Leave Requests, Device Verification Requests, Reimbursement Requests, or New Joinee Requests, to view or manage the specific request type.

This will allow you to track the status or take action on the respective requests.

You can generate a full monthly attendance report for all employees directly from the SalaryBox web portal or mobile app.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to the SalaryBox web portal.
2. Go to Reports → Attendance.
3. Select Detailed Attendance Report.
4. (Optional) Apply filters such as branch or department.
5. Choose the desired month.
6. Click Generate Report.
7. Download the file from the Recent Reports section.

From the Mobile Application:

1. Open the SalaryBox app.
2. Tap Settings → Reports.
3. Select Attendance → Detailed Attendance Report.
4. (Optional) Apply filters and choose the month.
5. Tap Download and check the file under Downloads.

You can download an Employee Attendance History Report to review an employee’s attendance over multiple months or years.

Actionable Steps to Resolve:

1. Log in to the SalaryBox web portal with your Admin account.
2. From the left menu, click Attendance → Attendance Dashboard.
3. Click on the employee’s name.
4. On the top-left, click Download Report.
5. Select Employee Attendance History Report.
6. Choose the Start and End Date Range (month or year).
7. Click Download, and the report will be saved in XLSX format automatically.

When an employee works on their weekly off, the system automatically records it as one working day, regardless of how many hours they worked.

Actionable Steps to Resolve:

To view the actual overtime hours worked, download the Detailed Attendance Report, which includes a separate column for Overtime Hours.

You can generate a Daily Attendance Report from either the web portal or the mobile app to identify employees who arrived late based on your configured attendance rules.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to the SalaryBox web portal.
2. On the left-hand menu, click Reports → Recent Reports.
3. Select Daily Attendance Report.
4. Choose today’s date.
5. Click Generate Report.
6. Once generated, download it from the Recent Reports section.

• The report will highlight employees marked as Late In.

From the Mobile App:

1. Open the SalaryBox app and log in with your admin account.
2. Tap Settings → Reports → Attendance Reports.
3. Select Daily Attendance Report.
4. Choose today’s date and apply filters if required.
5. Tap Generate Report.

The visibility of break start and end times depends on the report format you select and where you view the data.

Actionable Steps to Resolve:

• Download the Excel (XLSX) version of the Detailed Attendance Report to view break start and end times.
• Note: PDF versions typically only show total working hours and do not display specific break details.

You can access a detailed monthly attendance report for all employees from both the web portal and the mobile application.

Actionable Steps to Resolve:

From the Web Portal:

1. Open SalaryBox on your web browser.
2. On the left-hand side, click Reports.
3. Under Reports, select Attendance.
4. Choose Detailed Attendance Report from the available options.
5. Select the month for which you want the report.
6. Click Generate Report.
7. Once generated, the report will appear under Recent Reports, where you can download it.

From the Mobile Application (Android):

1. Open the SalaryBox mobile app.
2. Tap Settings at the bottom right corner.
3. Tap Reports → Attendance → Detailed Attendance Report.
4. Choose your preferred format and tap Download.Once downloaded, you can view the file in the Downloads section.

Yes, but this requires activating the Live Tracking add-on module. Once active, it provides continuous updates, alerts, and movement history for employees.

Actionable Steps to Resolve:

• Real-Time Updates: Receive live location updates approximately every five minutes.
• Tracking History: Access and download the employee’s full movement history.
• Alerts/Notifications: Get notified if the employee disables:
• Internet/Data, orGPS/Location Services after punching in.

SalaryBox complies with data privacy and company policies, which means tracking cannot continue if an employee disables GPS or denies location access.

Actionable Steps to Resolve:

You can remind employees to keep GPS and Internet enabled during work hours to ensure accurate live location tracking.

After purchasing the SB Locate plan, you can enable tracking for specific employees directly from your Admin profile.

Actionable Steps to Resolve:

1. Open the SalaryBox Admin account on your Android phone.
2. Tap on the employee’s name to view their profile details.
3. Click the Edit option in the top-right corner.
4. Scroll down to Additional Settings.Enable the toggle for SB Location Tracking (also labeled as “Can use location tracking”).

You can manually send a live tracking request to an employee from either the SalaryBox web portal or the mobile app.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to your SalaryBox account using Admin credentials.
2. From the left sidebar, click Location Tracking.
3. Select the employee’s name from the list.
4. Click Start Live Track.

• The employee will receive a live tracking request. Once accepted, their live location will appear automatically.

From the Mobile App (Android):

1. Open the SalaryBox app and log in with your Admin account.
2. Tap on the employee’s name.
3. Tap Location Tracking (displayed in blue at the top).
4. Tap Start Live Track to send the request.

• Once the employee accepts it, live tracking will begin immediately.

The Auto Live Track feature automates the process of sending and managing live tracking requests, ensuring continuous tracking without manual intervention.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to your SalaryBox account using Admin credentials.
2. Click Settings (top-right corner).
3. Scroll down and select Attendance Settings.
4. Find and enable Auto Live Track.

From an Android Device:

1. Open the SalaryBox app and log in as Admin.
2. Tap Settings (bottom right corner).
3. Go to Attendance Settings.
4. Scroll down and enable Auto Live Track.

From an iOS Device:

1. Log in to the SalaryBox app as Admin.
2. Tap Settings (bottom right corner).
3. Scroll to Attendance Settings.
4. Find and enable Auto Live Track.

Once enabled, the system automatically manages employee location tracking permissions for smoother and more accurate monitoring.

You do not need to send the Live Track request daily unless the employee has manually stopped sharing their location or performs a punch-in/out. To avoid sending requests repeatedly, you can enable the Auto Live Track feature in your settings.

Actionable Steps to Resolve:

Enable Auto Live Track under Attendance Settings to allow the system to automatically manage employee location permissions and requests.

The SalaryBox mobile app allows employees to stop Live Track directly from their phone notifications. If the employee swipes down and taps “Stop Live Track,” the system immediately sends a notification to the Admin confirming that the employee has manually stopped tracking.

Actionable Steps to Resolve:

Communicate to the employee that closing or minimizing the app doesn’t stop tracking, but tapping “Stop Live Track” does. Ask them to ensure permissions for Location Access remain enabled in their phone settings.

You can verify whether an employee has stopped sharing their location from the Admin notification panel in your SalaryBox account.

Actionable Steps to Resolve:

1. Open the SalaryBox web or mobile app.
2. Click on the Bell icon (Notification icon) in the top-right corner.
3. From the notification list, select Live Track.Check the employee status; messages like “Stop Live Track” or “GPS permission disabled” indicate that the employee has stopped sharing location manually.

The message “Live Track not started” or a red mark next to an employee’s name usually means the employee has not accepted the Live Track request sent by the Admin. Since the system requires active consent from the employee for tracking, Live Track will not begin until the employee accepts the request.

Actionable Steps to Resolve:

Ask the employee to open the SalaryBox app and accept the Live Track request shown on their screen. Once they approve it, tracking will start automatically.

No, you don’t need to send a live tracking request manually each day. Live tracking starts automatically when an employee marks their first punch-in of the day. To enable this, ensure the Auto Live Tracking option is activated in Settings. Once enabled, the system will automatically initiate tracking, eliminating the need for manual requests.

Several reasons could prevent an employee from being live-tracked:

• Auto Live Tracking is disabled: Ensure the Auto Live Tracking feature is enabled in Settings. This is required for tracking to start automatically when an employee punches in.
• Employee actions: The employee may have manually stopped live tracking, turned off their GPS, or disabled mobile data, all of which interrupt tracking functionality.
• Solution: If tracking is not working, the admin can manually send a live tracking request. Once the employee accepts it, tracking will resume. To avoid issues, confirm that Auto Live Tracking is enabled and that the employee’s device has active location services and an internet connection.

Yes, both the admin and the branch admin will receive a notification if an employee:

• Turns off their internet connection.
• Disables their GPS or location services.
• Manually stops live tracking.
  These alerts ensure you are promptly informed of any interruptions to live tracking, allowing you to take appropriate action.

Yes, you can access both the address and GPS coordinates of an employee’s live location at a specific time by downloading the Live Tracking Report from the SalaryBox system. This report provides detailed location information for your records.

To enable automatic live location tracking and avoid sending manual requests repeatedly, your staff must activate the Auto Live Check feature in the SalaryBox application. Follow these steps:

• Log in to the SalaryBox mobile application.
• Navigate to Settings.
• Select Attendance Setting.
• Locate and enable the Auto Live Check option.
  Once enabled, a location request will automatically be sent when the employee opens the application, and they must allow location access for tracking to begin. This streamlines the process by eliminating the need for repeated manual requests.

No, it is not possible to prevent employees from disabling live location tracking. Tracking an individual without their consent is not permitted. By installing the SalaryBox application, employees implicitly consent to being tracked and sharing their details and GPS location. If an employee does not consent, they may choose not to install the software.

No, live tracking does not automatically resume if the connection is lost (e.g., due to network issues) or if the employee disables their location. In such cases, you must send a new tracking request to the employee, who will need to accept it for tracking to restart. This functionality is currently a feature request that can be raised with the SalaryBox team for future consideration.

Employees cannot upload an old or outdated odometer photo in the SalaryBox app. The system requires them to capture and upload a live photo using the device’s camera during trip updates. This ensures that the odometer reading is current and accurate, maintaining the integrity of trip records.

No, in SalaryBox CRM Lite, neither admins nor employees can manually change the location of a trip or meeting. The app automatically captures the location at the time of the trip or meeting update, and this location is fixed and cannot be edited, ensuring accurate location tracking.

If an employee fails to update a trip or meeting due to reasons such as a dead phone battery, the admin can manually add the trip or meeting details through the SalaryBox web dashboard. This feature ensures that records remain complete and up-to-date even if an employee misses an update.

SalaryBox CRM Lite automatically fetches the GPS location of the employee’s device at the time of updating a trip or meeting. This location is recorded in real-time and cannot be altered by the employee or admin, ensuring precise and tamper-proof location data for all field activities.

No, the SalaryBox app requires employees to update trips or meetings in real-time using live location data and camera-captured odometer photos. If an employee forgets to update during the trip or meeting, the admin must manually add the details via the web dashboard to maintain accurate records.

If an employee’s device is offline (e.g., due to no internet connection), they cannot update the trip or meeting in real-time, as the app requires an active connection to capture live location and odometer data. In such cases, the admin can manually input the trip or meeting details on the SalaryBox web dashboard to ensure records are maintained.

Steps to Fix:

1. Open the SalaryBox app → Go to Settings → Shift, and check shift timing and buffer time settings.
2. Go to My Team → Attendance Detail → Work Timing, and verify the employee’s shift type (should be fixed shift).
3. Plug a pen drive into the biometric device → Press Menu → Data Management → Download all General log.
4. Open the AGL_001.TXT file from the pen drive on your computer. In SalaryBox, go to the Attendance Dashboard → Select the employee and date, then compare IN/OUT times.
5. Upload the same file in the app via Settings → Biometric → Click the three dots beside the device → Upload biometric log.

Allow 5–10 minutes for the data to reflect in the app.

Steps to Fix:

1. Check that the power adapter is securely connected to both the socket and the device.
2. Try powering the device with a USB-to-USB cable connected to a laptop or computer.
3. If still not working, try another power adapter with the correct voltage (9V, 12V, or 5V)

Steps to Fix:

1. Ensure the power adapter is securely connected.
2. Try powering the device with a USB-to-USB cable using a laptop or computer.
3. Use a different power adapter with the correct voltage (9V, 12V, or 5V).

Steps to Fix:

1. Restart the device and check the power supply connection.
2. Connect the device to a laptop using a USB-to-USB cable.
3. If it still doesn’t work, we will be updating the device firmware.

Steps to Fix:

1. Press Menu → User Management → User View → Select employee → Edit → FP → Ask the employee to scan the same finger three times.

Steps to Enroll:

1. Press Menu → User Management → User View to check if the user already exists.
2. If not listed, go to the SalaryBox app → Settings → Biometric → Manage Employee → Add the user.
3. Back on the device → Select user → Edit → FP to enroll fingerprint (scan 3 times).
4. For face enrollment, select the user → Modify Face → Enroll.

Steps to Delete:

1. On the device → Press Menu → User Management → User View
2. Select the user → Click Delete.

Steps to Connect:

1. Press Menu → Comm Set → WIFI
2. Search for available networks → Select your network
3. Enter the WIFI password and set DHCP to Yes, and press ESC
4. Save the settings by pressing OK on Alpha Pro/Beeta devices (auto-save on others).

Steps to Configure:

• Press Menu → Comm Set → Server
• Configure as follows:
  ->Server Request: Yes
  ->Domain Name: No
  ->Server IP: 003.108.231.014
  ->Port: 7792
• Save settings.

Steps to Resolve:

1. Verify that cloud settings are correctly configured.
   ->Press Menu → Comm Set → Server
   ->Set Server Request to Yes, Domain Name to No, enter Server IP as 3.108.231.14, and Port as 7792. Then, save the settings.
2. Match biometric ID:
   ->Go to SalaryBox app → Settings → Biometric → Manage Employee
   ->Compare with the ID shown during punch on the device.
   ->If they differ, delete and re-enroll with the correct ID.
3. Try another WIFI network. If still not syncing, ask your IT team to check the firewall or network restrictions.

Steps to Fix:

1. Turn off the device (unplug or press the power button, depending on the model).
2. Power it back on → Menu → Data Management → Init Menu or Init System
3. If it’s still stuck, the device may require servicing.

Steps:

1. Identify whether you need a fingerprint, face, or both functionalities.
2. Visit our store: store.salarybox.in to compare available models.
3. Place your order online at your convenience.

1. Confirm the device is a SalaryBox-supported model (Alpha, Beeta, Gamma, FaceScan Pro).
   Note: Third-party devices (like ESSL or Biomax) cannot be reassigned.
2. Send an email from your official company ID with:
   ->Reason for removal
   ->Company Code
   ->Device invoice/model number
3. We’ll share this with our team and update you accordingly.

Public holidays are not added automatically. Admins must manually create or update the company’s holiday list in SalaryBox.

Actionable Steps to Resolve

On Mobile:

1. Open the SalaryBox Admin App.
2. Go to Settings → Holiday List.
3. Tap Add, then select the date and enter the holiday name (e.g., “Independence Day”).
4. Save the entry.
5. Verify by checking the Attendance Dashboard, the date should now appear as a Holiday for all employees.

On Desktop:

1. Log in to the SalaryBox Web Portal.
2. Click Settings (top-right corner).
3. Scroll to Holiday List.Add or delete holidays as needed, then Save the changes.

You can view the complete leave history of employees using the Leave Report available in the Reports section.

Actionable Steps to Resolve:

1. Go to Reports in the web portal.
2. Click the Daily Attendance Report drop-down menu.
3. Select Leave Report.
4. Choose the required date range (e.g., January to August).Download the report from Download History to view all leaves taken, approved, and adjusted against salary.

To add a new custom paid leave type, you first need to define the leave name in Settings before setting its policy or balance.

Actionable Steps to Resolve:

Open the Web Portal:

• Log in to your SalaryBox web portal using your admin credentials.

Go to Settings:

• From the left-hand menu, click Settings → Attendance Settings → Custom Paid Leave.

Add a New Leave Type:

• Click Add New, enter the name of the new leave type (e.g., “Work From Home” or “Optional Holiday”).

Save the Leave Type:

• Click Save to create the new leave category.

Set Policy or Balance:

• Go to Leave Balance & Policy to define the entitlement rules (e.g., yearly or monthly) or update the leave balance for employees.

When a leave policy is updated, all existing leave balances automatically reset to zero. To restore the previous balances, you need to re-import them manually through the web portal.

Actionable Steps to Resolve:

Open the Web Portal:

• Log in to your SalaryBox web portal.
• From the left-hand menu, go to Leave Balance & Policy.

Go to Leave Balance Section:

• Click Leave Balance under the same menu.

Download the Balance Template:

• Click Import Leave Balance or Download Balance Template to get the Excel file.

Update the Excel Sheet:

• Open the downloaded sheet.
• Enter the correct remaining leave balances for each employee and leave type.

Upload the Updated File:

• Return to the Leave Balance page.
• Click Upload Balance and upload the revised Excel sheet.

Once uploaded, the system will restore the previous leave balances for all employees in bulk.

If you want employees to receive their full annual leave balance upfront (e.g., 30 leaves at once), you’ll need to set the policy to Yearly and manually upload or update the leave balance. This bypasses the default monthly credit division.

Actionable Steps to Resolve:

Open the Web Portal:

• Log in to the SalaryBox web portal.
• Go to My Team → Leave Balance & Policy.

Update Leave Policy:

• Click the Leave Policy tab.
• Select employees using the checkbox (for bulk update).
• Click Update Leave Policy → choose Yearly Policy → set all values to 0.
• Click Auto Fill, then Update Policy.
• Refresh the page once complete.

Upload Annual Leave Balance:

• Go to the Leave Balance tab.
• Click Import Leave Balance (top-right corner).
• Download the template, enter each employee’s total annual leave (e.g., 30), and upload it back.

(Optional) Update Individually:

• Click the employee’s name → Leave Balance & Policy.
• Set to Yearly, click Auto Fill, and Update Policy.
• Under Leave Balance, update the annual leave manually.This ensures employees receive their entire yearly leave balance upfront, and no monthly crediting occurs.

When a policy is set as ‘Yearly’, the system automatically divides the total annual leave by 12 months. This ensures employees receive a proportional monthly credit. For example, if 12 leaves are allotted yearly, the system credits 1 leave per month (12 ÷ 12 = 1).

Actionable Steps to Resolve:

Monthly Credit Logic:

• The system divides total yearly leaves by 12.
• Example: 21 leaves per year = 1.75 leaves credited monthly.

Carry Forward Settings:

• In yearly policies, carry forward is generally mandatory.
• Specify how many unused leaves can be carried forward to the next year.
• Unused leaves automatically carry forward to the next month.

• Monthly Leave Cycle: Employees get a set number of leaves each month, like 2 leaves. You can choose how many unused leaves carry over to the next month, for example, 2. If an employee doesn’t take any leaves from January to March, they’d have 6 leaves (2 per month). But if the carryforward limit is 2, only 2 leaves move to April, giving them 4 leaves total (2 new + 2 carried forward). The other 4 unused leaves expire. Every January, they start fresh with 2 leaves.
• Yearly Leave Cycle: Employees get a yearly total, like 24 leaves, split into 2 leaves per month. Unlike the monthly cycle, all unused leaves pile up until December. You can set a carryforward limit for the next year, say 3 leaves. If an employee has 20 unused leaves by December, only 3 carry over to January, giving them 5 leaves (2 new + 3 carried forward). The remaining 17 unused leaves expire.

Auto-fill Starting Balances lets you give all employees their leaves right away when you set up a leave policy. If you turn this on, the system updates everyone’s leave balances instantly based on the policy. If you don’t enable it, leaves will only start showing up from the first day of the next month.

• Yes, you can create custom leave types, such as Birthday Leave.
• Go to Settings > Custom Paid Leave.
• Click Add New.
• Type the name (e.g., Birthday Leave).
• Save to customize your leave policy to fit your company’s needs.

You can update employee leave balances in two ways:

• Individually:
  ->Go to My Team and locate the employee’s name.
  ->Click their profile and scroll to Leave Balance & Policy.
  ->Select Leave Balance.
  ->Add or update the leave balance and save.
• In Bulk (Import):
  ->Download the current leave balance data as an Excel sheet from the system.
  ->Update the leave balances in the sheet (e.g., add new leaves to the existing balance).
  ->Save the updated Excel sheet.
  ->Upload it back using the Import Leave Balance option.
  ->Important: Do not set a new leave policy while importing balances, as the system will automatically manage balances based on the policy, which could cause mix-ups.

To set up leave carry-forward:

• Go to Leave Policy and click Base Leave Policy.
• Select the employees this policy applies to.
• Set the number of leaves allowed per month (e.g., 2).
• Choose how many leaves can carry forward each month. If you want all unused leaves to carry over, set this to match the monthly allowance (e.g., 2).
• Turn on the Allowed Leave Carry Forward option.
• With Auto Fill enabled, the system automatically updates leave balances at the end of each month. For example, if an employee has 2 unused leaves and the policy allows 2 to carry forward, they’ll have 4 leaves next month (2 new + 2 carried forward).
• If you don’t want carry-forward, skip the Allowed Leave Carry Forward setting.

To fix an incorrect employee leave balance:

1. Go to My Team and select the employee.
2. Navigate to Leave Balance & Policy.
3. Update the leave balance directly in the Leave Balance section.
4. Save the changes.
5. This method is useful for correcting errors or making one-time adjustments without changing the leave policy.

If the issue persists after removing the Date of Leaving, it’s usually due to an incorrect Date of Joining (DOJ) or because the Payroll is already finalized, preventing updated attendance from reflecting in the salary.

Actionable Steps to Resolve

Check Date of Joining (DOJ):

• Go to the employee’s Employment Details section.
• Verify the Date of Joining; if it’s incorrect (e.g., showing 8th July instead of 1st June), correct it to the actual joining date.
• Click Update Details to save.

Check Payroll Finalization Status:

• Go to the Payroll section.
• If the month’s payroll is Finalized, changes won’t reflect automatically.
• Click Unfinalize Payroll, review attendance and salary details, and then Finalize again.

After these checks, the full working days (e.g., 27 days) and the correct salary should display accurately.

This usually happens when a Date of Leaving remains saved in the employee’s profile. Removing or correcting this date ensures the salary is calculated accurately.

Actionable Steps to Resolve

1. Go to the employee’s Profile.
2. Click on the employee’s Name.
3. Open the Current Employment tab (second option).
4. Locate the Date of Leaving field.
5. Hover over the calendar icon next to the date box.
6. Click the cross (×) that appears to remove the date.
7. Click Update Details to save the changes.

Before finalizing payroll, you can review salary details by downloading the Salary Sheet from the web portal.

Actionable Steps to Resolve:

1. Log in to the SalaryBox web portal.
2. From the left menu, click Payroll → Run Payroll.
3. Select employees (or choose all).
4. Click Salary Sheet at the top of the page.
5. The file will download automatically.
6. Review each employee’s earnings, deductions, and net payable before clicking Finalize Payroll.

You can generate a Salary Sheet directly from the payroll run screen for a consolidated salary summary.

Actionable Steps to Resolve:

1. Go to the Payroll section.
2. Select all employees using the checkboxes next to their names.
3. Click on Salary Sheet.
4. The system will generate a report showing total salary, payable amounts, deductions (like PF), and attendance-based details.

You can use the Payroll History Report to view payments made over a selected date range.

Actionable Steps to Resolve:

1. Go to Payroll → Run Payroll.
2. Click on the employee’s name.
3. Scroll down to the History section.
4. Click Download Report.
5. Use the Select Date Range filter to define your period (e.g., last 6 months).
6. Download the Excel file to view salary details for that employee.

SalaryBox allows you to record and deduct employee advance payments directly from both the web portal and mobile app. Any recorded advance amount automatically adjusts in that month’s payroll.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in to the SalaryBox web portal.
2. Click Payroll → Advance.
3. Select the payroll month.
4. Find the employee and click Pay Advance.
5. Enter:

• Amount – the advance to deduct.
• Date/Month – when the deduction applies.
• Notes (optional) – to display on the payslip.
• Click Save Payment.
• Confirm the entry appears in the Advance list.
• Run and finalize payroll for the deduction to apply.

From the Mobile App:

1. Open the SalaryBox app.
2. Select the employee.
3. Tap Salary → Pay Advance.
4. Enter the Amount, Date, and Notes (optional).
5. Tap Save Payment.
6. Confirm the advance reflects under that month’s salary.

Once a loan installment is manually deducted, the system automatically reflects it in the employee’s final salary calculation and payslip during payroll processing.

Actionable Steps to Resolve:

1. Log in to the SalaryBox Web Portal.
2. Go to Payroll → Run Payroll.
3. Tick the checkbox next to the employee’s name.
4. Click Finalize Payroll to confirm the updated salary after deduction.
5. After finalization, tick the checkbox again and click Save Payment.
6. Once saved, tick the checkbox again and click Pay Slips.
7. Choose Download Pay Slip for records or Share Pay Slip to send it to the employee.

Note: The generated payslip will display the deducted loan amount (e.g., ₹5,000) under the Deductions section.

You can add and manage employee loans directly through the Salary section in the mobile app.

Actionable Steps to Resolve:

1. Open the SalaryBox mobile app and tap on the employee’s name.
2. Go to the Salary section (beside Attendance and Notes).
3. Tap the three dots icon at the top-right corner, or scroll down the page and click on the Loan Repayment option.
4. Select Loan from the options.
5. Under Add Loan, enter the total loan amount and the Date of Payment.Under Deduct Loan, enter the monthly installment (e.g., ₹5,000) for the current payroll.

The system does not currently support automatic or recurring loan deductions. You need to manually enter the installment amount each month.

Actionable Steps to Resolve:

1. At the start of every payroll cycle, go to Payroll → Run Payroll → click on the employee’s name → Loan section.
2. Under Deduct Loan, enter the monthly installment amount (e.g., ₹5,000).
3. Save the entry, this deduction will reflect as a Loan Part on the employee’s payslip for that month.
4. Repeat the process in each subsequent month until the full loan amount is recovered.

The difference lies in how and when the deducted amount is recovered.

Actionable Steps to Resolve:

1. For one-time recovery, record the amount as an Advance under the current month’s payroll.
2. For installment-based recovery, record it as a Loan, specifying the total loan amount and the monthly deduction value.
3. Review deductions each payroll cycle to ensure the correct EMI is applied.

No, the remaining negative balance does not carry forward automatically. The system only calculates and adjusts the amount within the current payroll cycle.

Actionable Steps to Resolve:

1. If the employee’s salary cannot cover the full advance amount, reduce the deduction in the current month to match their payable salary.
2. In the next month’s payroll, manually add the remaining balance as a new loan or deduction entry.
3. This process ensures the total advance is recovered gradually without creating a negative salary balance.

This happens when the loan or advance deduction entered for the month exceeds the employee’s earned salary for that payroll cycle. The system automatically adjusts the available balance, showing the remaining unpaid deduction as a negative value to indicate the shortfall.

Actionable Steps to Resolve:

• Go to the Payroll → Run Payroll section.
• Click on the employee’s name to review details of their net salary and deductions.
• Under the Loan tab, verify if the deduction amount entered is higher than the salary earned for that month.
• If, for example, the employee’s net salary is ₹4,000 but the advance deduction entered is ₹10,000, reduce the deduction to ₹4,000 for the current month.
• Carry forward the remaining ₹6,000 to the next payroll cycle.
• After adjusting the deduction, click Recalculate or Refresh Payroll to ensure the payable amount is updated correctly.

By ensuring that the total deductions (including advances or loans) do not exceed the employee’s net salary, the negative or zero payable balance issue will be resolved.

Loan and advance deductions in SalaryBox are not automatically deducted every month; they must be managed manually within each payroll run. You need to record both the loan amount and the specific monthly deduction for it to reflect in salary processing.

Actionable Steps to Resolve:

• Log in to your SalaryBox Admin account.
• Navigate to the Payroll section and click on Run Payroll.
• Click on the employee’s name for whom you want to manage the deduction.
• Click on the Loan option.
• Enter the total advance or loan amount (e.g., ₹50,000) as an Add Loan entry.
• In the same section, enter the installment amount you want to deduct (e.g., ₹5,000) in the Deduction field.
• If the loan/deduction is entered during the current payroll period, it will be applied to the current month’s salary.
• If you need the deduction to reflect in a previous payroll, you must reopen or adjust that payroll period before entering the deduction.

This ensures that the installment is correctly reflected in the employee’s payslip and salary calculations for the selected month.

Payslips reflect only the salary amount officially saved in the system. If the payable amount is not correctly entered and saved under the “Pay Salary” section, the payslip will either show incorrect data or fail to generate.

Actionable Steps to Resolve:

1. Open the employee profile in SalaryBox.
2. Go to the Salary section and ensure all earnings and deductions are correct.
3. Click Pay Salary and confirm the correct payable amount is saved.
4. Re-generate the payslip after saving the final amount.

You can easily download an individual employee’s payslip directly from the SalaryBox mobile application.

Steps to Download Individual Employee Payslip via Mobile App:

1. Open the SalaryBox app on your mobile device.
2. Tap on the employee’s name for whom you want to download the payslip.
3. Go to the Salary section.
4. Select the desired month.
5. Review the earnings and deductions.
6. Tap Pay Salary at the bottom-right corner.
7. Add a note and tap I Have Already Paid (Optional).
8. Once the salary is saved, tap Download Payslip under the payable amount to save or share it.

This issue usually occurs when a Date of Leaving (DOL) has been mistakenly entered in the employee’s profile. Even if attendance is recorded, the system excludes days after the DOL, leading to an incorrect or zero salary calculation.

Actionable Steps to Resolve

1. Log in to your Admin Account via the web portal.
2. Go to My Team and select the affected employee.
3. Open Employment Details.
4. Locate the Date of Leaving field and remove the date if present.
5. Click Update Details to save the changes.
6. Re-run the payroll, the correct payable amount should now appear.

To generate and download payslips in bulk for multiple employees from the desktop system, you can easily complete the process through the SalaryBox web portal.

Actionable Steps to Resolve:

How to Generate & Download Payslips in Bulk (Quick Steps)

Open SalaryBox Web Portal

• Log in to your SalaryBox Admin account on a desktop.
• Go to Payroll → Run Payroll.

Finalize Payroll

• Select employees using the checkboxes.
• Click Finalize Payroll.

Save Payments

• Select employees again.
• Enter payment amounts (or leave full salary).
• Click Save to confirm.

Generate / Download Payslips

• Select the employees once more.
• Click Pay Slips at the top.
• Choose:
• Download Pay Slips – bulk download for records.
• Share Pay Slips – directly send to employees (stored in their Document section).

If a new employee’s salary is missing from payroll, it usually means their basic salary (CTC) hasn’t been configured yet.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in using your Admin credentials.
2. Navigate to My Team → Salary Details.
3. Select the employee’s name.
4. Choose the Effective Date of Change (month the salary applies).
5. Select the Salary Type (per month, per day, or per hour).
6. Choose a saved Salary Structure or create a custom one.
7. Click Save to confirm.

• Once saved, run payroll, and the salary will appear automatically.

From the Android App:

1. Log in to the SalaryBox Admin app.
2. Tap the employee’s name.
3. Tap Edit → Salary Details.
4. Set the Effective Date of Change.
5. Select the Salary Type and choose or create a Salary Structure.
6. Tap Save, then run payroll to calculate the salary.

By default, SalaryBox calculates Basic Salary in proportion to attendance. To keep the Basic Salary fixed regardless of attendance, you need to adjust the salary calculation method in the system.

Actionable Steps to Resolve:

1. Go to Settings → Salary Settings.
2. Under Salary Calculation Method, locate the option Calculate salary based on attendance.
3. Change this to Fixed Monthly Salary (if available) or manually adjust in the employee’s salary structure.
4. Click Save/Update.

Note: This change applies to the entire salary, not just Basic, unless individual components are configured separately.

You can change the salary type directly in the employee’s profile on the web portal.

Actionable Steps to Resolve:

1. Go to My Team → Salary Details.
2. Open the employee’s profile.
3. Set the Effective Date of Change (from which month it applies).
4. Change Salary Type from Monthly to Hourly.Click Save/Update.

From the next payroll cycle, the system will calculate based on hourly wages.

The payroll process involves four steps: Run Payroll, Finalize, Save Payment, and Generate Payslips.

Actionable Steps to Resolve:

• Go to Payroll → Run Payroll on the web portal.
• Tick employees → Click Finalize Payroll → Review details.
• Select Employees → Click on ‘Save Payment’ → Enter full or partial payment → Click ‘Save’.
• Tick employees → Click Pay Slips → Choose Download or Share (visible in employee’s Documents section).

Yes, you can define a custom attendance cycle (e.g., 21st to 20th) for salary calculation.

Actionable Steps to Resolve:

1. Go to Settings → Attendance Cycle.
2. Select Custom Cycle.
3. Enter Start Date: 21st and End Date: 20th.Save changes, the system will calculate attendance and pay based on this cycle going forward.

You can configure whether Week Offs and Holidays are included in salary calculation based on your company’s policy.

• Include: If employees are paid for Week Offs/Holidays.
• Exclude: If salary is only for actual working days.

Actionable Steps to Resolve:

1. Go to Settings → Salary Settings → Salary Calculation.
2. Enable or disable Include Week Offs and Include Holidays.
3. Click Save.

Example: If you exclude 4 Week Offs from a 31-day month, the calculation basis becomes 27 working days.

You can choose from three options for salary calculation in Salary Settings: Calendar Month, 30-Day Month, or 26-Day Month.

• Calendar Month: Calculates based on the actual number of days in each month (e.g., 31, 30, or 28/29 days).
• 30-Day Month: Fixes salary calculation to 30 days every month.
• 26-Day Month: Fixes salary calculation to 26 days every month.

Actionable Steps to Resolve:

1. Go to Settings → Salary Settings → Salary Calculation Basis.
2. Select one of the three options — Calendar Month, 30-Day Month, or 26-Day Month.
3. Click Save to apply.
    

Recommendation: Choose Calendar Month if you want automatic adjustment for month length variations.

Yes, SalaryBox allows you to exclude specific salary components (such as Incentives or Special Allowances) from the ESI deduction calculation through the settings configuration.

Actionable Steps to Resolve:

Step 1: Configure ESI Calculation Settings

• Use your admin account credentials to access the web portal.
• Click on your profile icon (top-right corner).
• Select Settings → scroll down and click Salary Settings.
• Within Salary Settings, locate and open Salary Details Import Settings.
• Go to the Compliance section.
• Click on ESI Contribution (or the ESI settings link/button).
• You will see a list of salary components (e.g., Basic, HRA, Incentives, Special Allowance, etc.).
• Uncheck the components you want to exclude from ESI calculation (e.g., Incentives).
• Click Save or Update to apply your new ESI configuration.

Step 2: Apply the Updated Settings

• Log in to the SalaryBox Web Portal.
• Go to My Team → Salary Details.
• Click Update Staff Salary (top-right corner).
• Select the relevant Salary Type and click Download Template.
• Update the ESI option again in the downloaded template.

Once saved, the system will calculate ESI only on the selected components from the next payroll cycle onward.

When applying PF/ESI rule changes in bulk, you can selectively exclude employees with custom TDS deductions by adjusting their entries in the bulk salary update template before uploading.

Actionable Steps to Resolve:

Download the Bulk Staff Salary Template:

• Log in to the SalaryBox Web Portal.
• Go to My Team → Salary Details.
• Click Update Staff Salary (top-right corner).
• Select the relevant Salary Type and click Download Template.

Exclude Employees with Custom TDS Deductions:

• In the downloaded Excel file, locate the employees with custom TDS deductions.
• For these employees, select “None” in the PF/ESI Contribution columns.
• Set “No” under the Include in CTC column.

Upload the Updated File:

• Save the updated Excel sheet.
• Upload it back through Update Staff Salary.

This process ensures that the 60–70 employees with custom TDS deductions remain unaffected by the PF/ESI rule changes applied to the rest of the team.

SalaryBox allows you to switch between a percentage-based and a fixed amount deduction for PF. If your company follows a fixed deduction (e.g., ₹1,800), it can be configured through the bulk salary update process.

Actionable Steps to Resolve:

1. Go to Salary Details.
2. Select the appropriate Month (e.g., July).
3. Click Update Staff Salary on the right-hand side.
4. Download the salary template.
5. Enter the relevant CTC/Basic Salary for each employee.
6. In the PF/EPF column, choose the 12% up to ₹1,800 option (₹1,800) instead of the percentage options (e.g., 12% variable).
7. After updating all entries, upload the template back into the system.

Note: If an employee’s total monthly earnings are ₹15,000 or higher, a fixed Provident Fund (PF) amount of ₹1,800 will be deducted.

You can verify this by reviewing the ESI deduction breakdown under the employee’s Salary Details. The system displays the ESI deduction amount (e.g., ₹90), which should match 0.75% of the total salary components included in the configuration, not just the Basic Salary.

Actionable Steps to Resolve:

1. Go to My Team → [Employee Name] → Salary Details.
2. Check the ESI Deduction (0.75%) displayed for the employee.
3. Note the total earnings (Basic + HRA + Special Allowance + Incentives).
4. Manually calculate 0.75% of the total amount to confirm it matches the system’s deduction.

• Example: If Basic = ₹12,000, HRA = ₹6,000, and Allowance = ₹1,587 → Total ₹19,587.
• ESI should be ₹19,587 × 0.75% = ₹146.90, not ₹90 (which would be 0.75% of Basic only).
• If it doesn’t match, revisit Settings → Salary Import Settings and ensure all relevant components are selected for ESI calculation.

By default, ESI is calculated only on the salary components included in your ESI configuration. If only the Basic Salary is selected in your settings, ESI will apply only to that amount. You must configure the system to include other allowances (HRA, Special Allowance, Incentives) for accurate calculation.

Actionable Steps to Resolve:

Step 1: Configure ESI Calculation Settings

1. Go to Settings → Salary Import Settings.
2. Under ESI Configuration, select all the allowances (e.g., HRA, Special Allowance, Incentives) that should be included in the ESI base.
3. Click Save to apply changes.

Step 2: Apply the Updated Settings

1. Go to My Team → Salary Details.
2. Select the relevant employees (or all, if applicable).Click Update Staff Salary to refresh their salary structure with the new ESI calculation logic.

If overtime shows as zero, it’s usually because the shift-hour completion rule or overtime configuration is incomplete. Overtime is only calculated after full shift hours are met.

Actionable Steps to Resolve:

1. Go to My Team → Penalty and Overtime → Overtime Policy.
2. Configure:

• Grace Period (minutes) before overtime starts.
• Extra Hours Pay Rate (e.g., 1.5x or 2x).
• Public Holiday/Week Off Pay if applicable.
• Save and ensure employees complete full shift hours before extra time is counted.

You can automate this using the Late Coming Policy under the Penalty and Overtime settings.

Actionable Steps to Resolve:

• Go to My Team → Penalty and Overtime → Late Coming Policy.
• Select the employee or policy group.
• Set Allowed Late Days: 3
• Set Grace Period: 15 minutes
• Under Deduction Rule, choose No, use a fixed deduction for late arrival → select Half Day Salary.
• Click Save.

Yes, SalaryBox can automatically apply a half-day deduction if an employee exceeds the allowed late limit. This can be set up under Automation Rules.

Actionable Steps to Resolve:

From the Web Portal:

1. Log in using your Admin account.
2. Go to My Team → Attendance Details → Automation Rules.

To apply in bulk:

• Select employees using the checkbox (or choose all).
• Click Update Automation Rules (top-right corner).
• Under Auto Half Day if Late By, enter the delay time (e.g., 30 minutes).
• Save the changes.

To apply for individual employees:

• Open the employee’s profile under My Team → Attendance Details.
• Click Automation Rules, then set the Auto Half Day if Late By time.

From the Mobile App (Android):

1. Open the SalaryBox app and log in as Admin.
2. Tap the employee’s name.
3. Tap Edit → Attendance Settings → Automation Rules.
4. Set the time under Auto Half Day if Late By and save.

Once configured, the system will automatically mark a half day if the check-in delay exceeds the set limit.

If employees are frequently using the allowed late days for regular half-days, you can modify the Late Coming Waiver settings to better align with your company’s attendance policy.

Actionable Steps to Resolve:

• Open the SalaryBox web portal.
• Navigate to My Team → Penalty and Overtime.
• Click Late Coming Policy.
• Select the employee whose policy you wish to update.
• Adjust the Allowed Late Days based on your company rules.
• Save the changes to enforce the updated policy.

You can check and update the overtime policy on the SalaryBox Desktop Portal under Penalty & Overtime. This allows you to confirm whether the policy is Fixed or Hourly and adjust pay rules accordingly.

Actionable Steps to Resolve:

1. Log in to the SalaryBox Desktop Portal.
2. Go to My Team → Penalty & Overtime.
3. Review the current Overtime Type (Fixed or Hourly).
4. Set or adjust the following as needed:

• Grace Period (minutes for unpaid overtime)
• Extra Hours Pay Rate
• Public Holiday Pay and Week Off Pay (if applicable)
• Click Save to apply the updated overtime policy.

The safest time is after the current month’s payroll is fully finalized and cleared. Changing it before finalizing may alter historical daily rates and cause discrepancies in past payrolls.

Actionable Steps to Resolve:

1. Ensure the current month’s payroll is finalized and all payments are recorded.
2. Go to Settings → Salary Settings → Payroll Cycle.
3. Change the setting from Calendar Month to 30 Days.
4. Verify that all future payroll calculations reflect the new 30-day basis.

Yes, if both policies are active, the system may apply the Half Day mark and deduct the Late Coming Fine. To avoid double deductions, manual intervention is needed.

Actionable Steps to Resolve:

1. Review the employee’s attendance for the day in Attendance → Dashboard → Employee Name.
2. If a Half Day is applied due to long lateness, manually set the Late Coming Fine to zero for that day.
3. Save the changes to ensure only the Half Day deduction applies.
4. Consider updating your policy rules to automatically prevent overlapping deductions in the future.

No, you don’t have to set them one by one. SalaryBox allows you to update Grace Time and fine policies in bulk using a downloadable Excel template.

Actionable Steps to Resolve:

1. Go to My Team → Penalty & Overtime.
2. Click on the Late Coming Fine option.
3. Select Update Late Coming Policy.
4. Download the template provided.
5. In the Excel sheet, enter the required Grace Time (e.g., 30 minutes) and fine values for all applicable employees.
6. Save and upload the updated Excel file back into the system.
7. For employees exempt from fines, set the fine amount to zero in the sheet or remove it from their individual profile.

If no grace period is defined, the system charges a fine even for a one-minute delay. You can configure a Grace Time within the Late Coming Policy to allow employees to punch in within a buffer period without penalty.

Actionable Steps to Resolve

1. Log in to the SalaryBox Web Portal (Admin access).
2. Go to My Team → Penalty & Overtime.
3. Click on the Late Coming Fine option.
4. Locate the Grace Time Allowed field.
5. Enter the desired buffer period (e.g., 30 minutes).
6. Verify the deduction rule (e.g., per hour or per day).Click Update Details to save changes.

Example:
If the shift starts at 10:00 AM and grace time is set to 30 minutes, an employee arriving at 10:30 AM will not be fined. Arriving at 10:31 AM will trigger a deduction for the full late duration.

This issue occurs due to syncing when the fine policy is saved multiple times from the desktop. The final save must be done using the mobile app to correctly apply the fine.

Actionable Steps to Resolve:

1. Log in to the SalaryBox Mobile App (Android recommended).
2. Open the employee’s profile facing the issue.
3. Click on the Edit → Penalty & Overtime Settings.
4. Open the Late Coming Policy section.
5. Without changing any values, tap Save or Update.Reopen Payroll on the desktop and finalize the fine amount will now reflect correctly.

Overtime calculations are only visible and processed correctly on the SalaryBox Web Portal, not on the mobile app.

Actionable Steps to Resolve

1. Log in to the SalaryBox Web Portal on a desktop or laptop.
2. Go to Payroll → Run Payroll.
3. Check if overtime hours and amounts appear under the Earnings section.
4. If missing, click Recalculate Payroll after confirming attendance and overtime policies.

Overtime is only calculated after an employee completes their full mandatory working hours. If an employee arrives late and then compensates by staying back, the extra time worked merely adjusts the late arrival; it doesn’t qualify as overtime.

Actionable Steps to Resolve

Understand the Calculation Logic:

• If a shift is 9 hours and an employee arrives 1 hour late, they must first complete those 9 hours before overtime starts.
• The extra hour worked only makes up for the lost hour due to late arrival.

Verify Shift & Attendance Policy:

• Go to Settings → Attendance Settings → Shift and confirm the total shift duration.
• Check the Penalty & Overtime Policy to see if mandatory full-day hours are correctly defined.

Optional Configuration:

Suppose you want to allow late arrival adjustments to count as overtime. In that case, you must handle it manually via the Payroll → Other Earnings section, as the system does not offset these automatically.

The monthly salary calculation depends on your selected Payroll Cycle setting. You can choose between a fixed 30-day basis or an actual calendar month basis (which varies between 28, 30, or 31 days).

Actionable Steps to Resolve

1. Go to Settings on the SalaryBox web portal.
2. Scroll down to the Salary Setting section.
3. Under Payroll Cycle, choose one of the following options:

• 30 Days: The monthly salary will always be divided by 30 days.
• Calendar Month: The monthly salary will be divided by the actual number of days in that specific month (e.g., 31, 30, or 28).
• Click Save to apply the updated calculation basis.

You can view the complete summary of an employee’s Late Coming, Early Leaving, and Overtime hours by downloading their monthly Attendance Report from the SalaryBox desktop application.

Actionable Steps to Resolve

1. Log in to the SalaryBox.
2. Go to Attendance (the second option after My Team).
3. Click on the Attendance Dashboard.
4. Select the Employee Name.
5. On the right-hand side, click Download Report.
6. Choose the Date Range (Month) and select PDF Format.
7. The downloaded report will display detailed metrics, including total working hours, late coming hours, early leaving hours, and overtime hours.

You need to finalize the payroll and save the payment manually to update the status from ‘Pending’ to ‘Paid’.

Actionable Steps to Resolve:

Open the Web Portal:

• Log in to the SalaryBox web portal.
• Go to Payroll on the left-hand side menu.
• Click Run Payroll.

Finalize Payroll:

• Select the checkbox next to the employee’s name.
• Click Finalize Payroll at the top of the screen.
• Review attendance and salary details before confirming.

Save Payment:

• Select the checkbox next to the employee again.
• For full payment, proceed directly; for partial payment, enter the amount manually.
• Click Save at the bottom-left of the screen.

Generate Pay Slips:

• Select the checkbox next to the employee.
• Click Pay Slips → choose Download Pay Slips or Share Pay Slips.Shared slips will be visible in the Document Section of the employee’s account.

You can manually add a fixed overtime payment through the Other Earnings section in Payroll. This allows you to include the overtime amount without relying on the system’s automatic calculation.

Actionable Steps to Resolve:

1. Go to Payroll > Run Payroll.
2. Click on the Employee Name.
3. Select Other Earnings.
4. Click Add Other Earnings.
5. Enter the manual overtime amount, payment date, and add a note (e.g., “Overtime Pay”).
6. The entered amount and note will appear on the employee’s salary slip.

To calculate salary based solely on the total hours an employee has worked, you need to switch their pay structure from monthly to hourly. This ensures that payments are generated according to actual hours worked rather than fixed monthly attendance.

Actionable Steps to Resolve:

1. Go to My Team > [Employee Name] > Salary Details.
2. Change the Salary Type from Per Month to Per Hour.
3. Enter the appropriate Hourly Rate.
4. Navigate to the employee’s Penalty Policy and ensure Late Coming Fines are set to zero (if you don’t want deductions).
5. Save your changes.

The system will now automatically calculate the employee’s salary based on their total payable working hours.

Compensation for work done on a Week Off or a Public Holiday is calculated daily, not hourly. The selected policy determines the amount to be paid, regardless of the total hours worked that day.

Actionable Steps to Resolve:

1. Navigate to Penalty & Overtime under My Team.

2. Open the employee’s Overtime Policy.

3. Under the Week Off/Public Holiday section, choose one of the available options:

• Half-Day Salary
• Full Day Salary
• Custom Daily Rate (enter a specific amount)

4. Save the policy.

Once configured, the system will apply the fixed daily compensation even if the employee works for a few hours.

This happens when an employee does not have any shift assigned (shown as No Shift). Without a defined shift, the system cannot determine the expected working hours and therefore treats all recorded working time (from Punch In to Punch Out) as Overtime.

Actionable Steps to Resolve:

1. Go to My Team → Attendance Detail or Work Timing.
2. Check if the employee’s shift is showing as No-Set.
3. Assign the correct shift and working hours to the employee.

Once a valid shift is assigned, Overtime will be calculated correctly based on the shift duration.

Overtime is calculated only after an employee completes their mandatory daily working hours. Late Coming Fine and Overtime are treated as separate policies in SalaryBox.

Actionable Steps to Resolve:

• If an employee is late (e.g., by 1 hour), they must first complete their full shift duration (e.g., 10 hours) before any additional time counts as payable overtime.
• Extra time worked does not automatically offset late arrival or the corresponding fine.

The ‘Late’ status appears for reference purposes, even if the employee arrives a few seconds after the shift start time. However, if they arrive within the defined Grace Period (e.g., 15 minutes), no fine or salary deduction is applied.

Actionable Steps to Resolve:

• Verify the Grace Period set under the Late Coming Policy.
• Ensure employees are arriving within that grace window to avoid deductions.
• Salary deduction applies only if the employee punches in after the grace period ends.

You can configure penalties for late arrivals and early departures through the Penalty & Overtime section in your SalaryBox web portal.

Actionable Steps to Resolve:

1. Go to My Team → Penalty & Overtime.
2. Select the employee’s name to open their penalty settings.
3. Under the Late Coming Policy, define the Fine Type (Daily or Hourly).
4. Set the Grace Period (in minutes) for late arrivals.
5. Enter the Fine Amount and specify any Exempt Days for late coming.Click Save to activate the Late Coming Policy.

You cannot restrict employees from punching in after the shift has started. The system only allows restrictions on early punching using the ‘Add Limit’ option during shift creation.

Actionable Steps to Resolve:

1. To discourage late attendance, implement a Late Coming Fine policy.
2. The fine will automatically deduct salary based on how late the employee punches in.

You can download salary and detailed reports in Excel format from the system. To generate a comprehensive report for all staff, it is essential that all employees’ salary details are fully set up and entered into the system. If an employee’s details are marked as “Not Set,” they will not be included in the full report.

To download a report of all employees’ salaries or a complete salary sheet, follow these steps:

1. Open the SalaryBox app on the web portal.
2. On the left side, locate and click the “Reports” option.
3. In the Reports section, select “Payroll.”
4. From the dropdown menu in Payroll, choose “Salary Sheet.”
5. Apply filters as needed, such as branch, department, and the preferred month.
6. Generate and download the report in Excel format.

If a salary slip shows incorrect amounts or misses deductions, it may be because the payroll was finalized and marked as Paid. To correct this:

1. Go to Run Payroll.
2. Locate the relevant payroll entry and click on the Paid status.
3. Select Delete to revert the status to Unpaid.
4. Select the same staff member whose paid amount was deleted.
5. Click on Finalized Payroll, then choose “Unfinalized Salary” to make edits.
6. Make the necessary corrections to the salary or deductions.
7. Click Finalize Payroll to update the payslip with the corrected details.

1. Click the settings icon at the top right of the page.
2. In the menu, select “Salary Settings.”
3. You will see options to choose Calendar Month, 30-Day Month, or 26-Day Month.
4. Select the one that matches your company’s policy to update the salary period.

For previous months, manually update the salary details in the respective payroll entry.

This happens because the allowance is currently set to a flat rate. When an allowance is set as a flat amount, it is paid in full regardless of how many days the employee was present or absent during the month. The system does not adjust the amount based on attendance in this case. 

How to Fix This: Calculate Allowance Based on Attendance

1. To ensure the allowance is calculated based on the number of days worked: 
2. Go to the Staff List and select the employee. 
3. Scroll down and click on Salary Details. 
4. Locate the specific allowance and click on its Calculation option. 
5. Change the setting from Flat Rate to “On Attendance”. 
6. Click Update Salary at the top-right corner. 
7. Then, go to the Payroll Run section and verify the updated salary calculation. 

To process an employee’s salary for a specific month on the web portal, follow these steps:

• Open the Salary Box:
  ->Go to the Payroll section on the left side of the portal.
  ->Select Run Payroll.
• Finalize Payroll:
  ->Check the box next to the employee’s name.
  ->Click Finalize Payroll on the upper screen.
  ->Verify the employee’s attendance and salary details.
• Save Payment:
  ->Check the box next to the employee’s name again.
  ->For full payment, proceed as is. For partial payment, enter the desired amount.
  ->Click Save at the bottom left of the screen.
• Generate Pay Slips:
  ->Check the box next to the employee’s name once more.
  ->Select the Pay Slips option.

Choose either Download Pay Slips for your records or Share Pay Slips to send directly to the employee, who can access it in the Document Section of their account.

Generate and download the report in Excel format.

For hourly employees, salaries are calculated based on actual hours worked, not fixed monthly amounts or scheduled hours. To verify:

1. Go to the employee’s payroll entry.
2. Click Finalize > Verify Salary to review the logged hours and calculations.

Yes, the late-coming policy does apply to hourly employees and can affect their salary deductions. If the shift timings have been properly set and the late-coming policy is configured in the system, then any instance of an employee arriving late beyond their scheduled shift start time will result in a late-coming fine, which will be deducted from their salary accordingly.

To check the total hours an employee has worked, you can download the detailed attendance report from the Salarybox web portal. Follow these steps:

1. Log in to the Salarybox web portal.
2. On the left-hand side, click on the “Reports” option.
3. In the Reports section, select “Attendance.”
4. Choose the “Detailed Attendance Report.”
5. Apply filters for branch and department as needed.
6. Select the preferred month for the report.
7. Choose the report format (PDF or Excel).
8. Download the report to view the total working hours of an employee for the selected month.

No, salary slips cannot be edited directly in SalaryBox once generated, as this would cause system conflicts.

1. Make manual edits outside the system (e.g., in a separate document).
2. Update relevant details in the employee’s profile for future slips.

To set or change the effective date for salary details, follow these steps:

1. Log in to the web portal and open the Salarybox.
2. On the left side, click on “My Team.”
3. Select “Salary Details” from the options.
4. Click on the employee’s name.
5. Under the first subheading, “Effective Date of Change,” choose the preferred month for the effective date.

You can configure automatic late-coming penalties through the employee settings.

1. Click on the employee’s name.
2. Select “Penalty & Overtime”.
3. Click on “Late Coming Policy”.
4. Here, you can define the number of times an employee is allowed to be late (e.g., 2 instances).
5. Then, specify the minutes or time after which the penalty should apply.
6. In the “Deduction Type” dropdown, select “Half Salary”.

Update the settings. After these settings are applied, if an employee arrives late beyond the configured time or allowed instances, their half-day amount will be automatically deducted.

This happens because the incentive name must be entered manually in the Notes section when adding or updating an incentive for a staff member. Only then will the incentive name appear on the payslip.

This could happen if the bulk upload sheet was rejected by the system. If any fields are left blank, the upload may fail. To fix this, ensure you enter 0 for staff who are not eligible for incentives, deductions, or other earnings. Blank fields can cause the upload to fail, and the values won’t appear when finalizing payroll.

This can happen for employees who joined mid-financial year. Since their earlier earnings are missing, the system calculates TDS only on their current income. To fix this, enter the TDS already deducted by the previous employer in the Past TDS section. Once updated, the system will calculate TDS correctly.

If an employee’s name is missing in Run Payroll, check the following:

• The employee is assigned to the same branch or department as the person running payroll (especially if it’s a Branch Admin).
• A CTC (salary) has been added for the same month you’re processing payroll.
• The employee’s joining and leaving dates are accurate. If the joining date is after the payroll month or the leaving date is before it, the employee won’t appear in the list.

This could be because the employee’s earnings are below the state-specific slab for Professional Tax (PT). Even if the state and gender are selected, PT won’t be deducted if the employee’s earnings don’t meet the minimum slab defined by the state.
Note: Professional Tax slabs vary from state to state.

OTP not coming usually happens because of network issues or wrong number entry.

Try these easy steps:

1. Make sure your phone has a network signal.
2. Check that you entered the same mobile number your company used to register you.
3. Check WhatsApp, the OTP comes there.
4. Wait 30 seconds and tap Resend OTP.
5. Turn ON and OFF aeroplane mode once to refresh the network.
6. Restart your phone if still not received.

You can reset it easily.

1. Open the SalaryBox app.
2. Tap Forgot PIN.
3. Enter your registered mobile number.
4. Enter the OTP you received.Set a new PIN.

Punch-In appears only when you allow all permissions.

Check the following:

• Camera → Allowed
• Location → Allowed All The Time
• GPS → ON
• Internet → ON

After giving all permissions, close the app and open it again.

Some phones block location in the background.

To fix this:

1. Open Settings → Apps → SalaryBox → Permissions.
2. Tap Location.
3. Select Allow All the Time.

This ensures attendance is marked correctly.

Basic details can be edited only once by staff. If something is wrong, tell your admin; they can update it from their side.

On iOS, staff can only view profile details. Any change must be made by your admin.

Below are the common attendance errors you may face and the steps you can follow to resolve them.

AI Selfie Attendance

1. Device Orientation Issue

Error Message: Please keep camera orientation as Portrait

Solution:

• Check if the kiosk device is placed upright in Portrait mode.
• Rotate or adjust the device so the camera is facing straight in a vertical position.

2. Face not recognised

Error Message: Face does not match

Solution:

• Ensure you are marking the attendance from your registered device
• Make sure your selfie looks the same as the photo your admin enrolled in the app.
• Moving to a brighter area and facing the light source

3. Standing Too Far from the Device

Error Message: Please come closer to the screen

Solution:

• Move closer to the kiosk device so that the camera can properly recognise your face.
• Stand at a comfortable distance where your face clearly fits within the frame.

4. Low Light / Dim Lighting

Error Message: Unable to Recognize Face! Please Retry

Solution:

• Stand in proper lighting where your face is clearly visible.
• Ensure there is no shadow covering your face.
• Make sure your face is enrolled in good lighting so the kiosk can recognise you easily.
• Move a little closer and keep your face centred on the screen.

AI Kiosk Attendance

1. Device Orientation Issue

Error Message: Please keep camera orientation as Portrait

Solution:

• Check if the kiosk device is placed upright in Portrait mode.
• Rotate or adjust the device so the camera is facing straight in a vertical position.

2. Face Not in Centre

Error Message: Adjust face to centre of screen

Solution:

• Make sure your face is positioned in the centre of the screen.
• Stand directly in front of the kiosk and ensure your full face is visible within the frame.

3. Unable to Detect Your Face

Error Message: No face detected

Solution:

• Ensure you are standing within the camera frame.
• Do not stand too far away.
• Remove anything blocking your face (cap, mask, or hand).
• Make sure there are no objects or people covering your face in the frame.

4. Standing Too Far from the Device

Error Message: Please come closer to the screen

Solution:

• Move closer to the kiosk device so that the camera can properly recognise your face.
• Stand at a comfortable distance where your face clearly fits within the frame.

5. Low Light / Dim Lighting

Error Message: Unable to Recognize Face! Please Retry

Solution:

• Stand in proper lighting where your face is clearly visible.
• Ensure there is no shadow covering your face.
• Make sure your face is enrolled in good lighting so the kiosk can recognise you easily.
• Move a little closer and keep your face centred on the screen.

QR Attendance

Error Message: Oops, invalid QR code. Please try again

Solution:

• Make sure you are scanning the correct QR code shared by your admin
• Check if the QR code is not damaged or faded
• Hold your phone steady while scanning
• Keep the QR code fully inside the scanning frame

GPS Attendance

Error Message: Request Permission

Solution:

• Ensure you are inside the allowed GPS location (Geo-Fence)
• Turn ON your phone’s Location (GPS)
• Provide location access permission from the phone Settings

Device Verification

Error Message: You are required to do device verification to mark Attendance

Solution:

• Use your registered device to mark attendance
• You must get approval from your admin.
• Tap on “Do Device Verification” when the message appears.
• Your verification request will be sent to your admin automatically.
• Once your admin approves it, you will be able to mark attendance from the new device.

Punch-Out cannot be done the next day.

You can:

• Add a Note explaining what happened
• Request your admin to correct your attendance

This usually happens if:

• The Internet was OFF when you punched in
• GPS was not captured
• Camera permission was missing
• Punch-in was not completed properly

  Open View Attendance → Tap the Date and check if the punch time is visible. If not visible, inform your admin or add a Note.

Your manager has not approved it yet.

You can:

• Open History and check the status
• Add a Note asking the admin to review your leave
• Recheck that you selected the correct leave type

Go to:

• Request Leave → History → Tap the Leave
• If the admin added a remark, it will be visible there.

No, leave requests cannot be edited or cancelled by staff. Ask your admin to correct it.

Your company has not uploaded holidays yet. You can check again later or ask your admin.

Try this:

• Allow camera permission
• Take the photo in clear light
• Make sure the odometer reading is fully visible

Check the following:

• The Internet should be ON
• All mandatory fields are filled
• Try saving again after restarting the phone

No, trips cannot be added later. You can inform your admin using Notes.

No, notes cannot be changed once saved. Please write carefully before submitting.

Only the admin and the branch admin can see your notes. Other staff cannot see your notes.

1. Check your internet connection.
2. Try opening again after restarting your phone.
3. If still not opening, ask your admin to resend it.

No, documents cannot be deleted by staff. Ask your admin if you uploaded something wrong.

Your admin has not uploaded it yet. Only uploaded documents appear in this section.

Upgrades can be done through the web or the Android app.

Steps (Upgrade – Web):

1. Log in to the SalaryBox web portal using your registered mobile number.
2. Go to the ‘Subscriptions & Billing’ section on the bottom-left side of the screen.
3. Click on ‘Upgrade’.
4. Select between Staff Limit, Features or Add-Ons.
5. Click ‘Okay’.
6. You will now see the plan and payment details on the right side of the screen.
7. Once you confirm the details, click on ‘Continue to Pay’ to move to the billing and payment page.
8. You will now reach the Payment and Billing page, where you must fill in the required business details.
9. After filling in all details, click ‘Proceed’ to continue to the payment options.
10. You will then see multiple payment methods. Choose any one to complete your purchase.

Steps (Upgrade – Android):

1. Log in to the SalaryBox Android application using your registered mobile number.
2. Go to the ‘Settings’ section located at the bottom-right side of the screen.
3. Tap on ‘Subscriptions & Billing’.
4. Tap on ‘Upgrade’.
5. Select Staff Limit, Features or Add-Ons
6. Adjust your requirements and tap ‘Confirm’.
7. Now tap on ‘Continue to Pay’.
8. You will now see the plan and payment details screen
9. You will now reach the Payment and Billing page.
10. After entering all details, tap ‘Proceed to Payment’ to continue to the payment options.
11. You will now see multiple payment methods. Choose any one to complete your purchase.

You can increase staff limits from both the web portal and the Android app.

Steps (Increase Staff Limit – Web):

1. Log in to the SalaryBox Web Portal.
2. Click on ‘Subscriptions & Billing’ (bottom-left).
3. Click the ‘Upgrade’ tab.
4. Enter your new Staff Limit and click Okay.
5. Review the payment summary and complete the transaction.

Steps (Increase Staff Limit – Android):

1. Go to Settings > Subscriptions & Billing.
2. Tap on Upgrade.
3. In the Staff Limit section, enter the new total number of staff you need.
4. Tap Confirm and then Continue to Pay.
5. Review the payment summary and complete the transaction. 

You can add additional modules or features to your plan at any time through the Upgrade section.

Steps:

1. Log in to the web or android app.
2. Go to ‘Subscriptions & Billing’.
3. Tap on Upgrade.
4. In the Features section, select the modules you wish to add (e.g., SB Attendance Pro, SB Payroll Pro, etc.).
5. In the Add-Ons section, you can select additional services like SB Locate or SB CRM Lite.
6. Tap Confirm and then Continue to Pay.

Invoices are available on both the web portal and the Android app.

Steps (Web):

1. Log in to the web portal.
2. Go to ‘Subscriptions & Billing’.
3. Click ‘Download Invoice’.
4. Review invoice list (Date, Plan Type, Details, Invoice).
5. Click ‘Download’.

Steps (Android):

1. Log in to the app using your admin account.
2. Go to ‘Settings’ > ‘Subscriptions & Billing’.
3. Tap ‘Download Invoices’.
4. Review invoice list.
5. Tap ‘Download Invoice’.

Note: Monthly-plan users must download invoices from the Play Store or App Store.

You can view all plan information including staff count, validity, and module names from the web portal.

Steps:

1. Log in to the SalaryBox web portal.
2. Go to the ‘Subscriptions & Billing’ section.
3. Click ‘Check Plan Details’.
4. View details such as:

• Staff limit
• Valid Till date
• Features/modules included