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Introduction

2

What is SalaryBox?
Log In to SalaryBox App and Web Platform

Setup Company Profile

12

Find your Company Code
Set up or Edit Company Details
Setting up a New Branch
Creating a New Department
Assign Additional Admins to your Company
Define Roles for Employees and Managers
Roles and Access in SalaryBox App/Web.
User Permission (Custom)
Create and Manage Custom Fields
Managing Multiple Companies
Setting up Salary Calculation Rules
Frequently Asked Questions

Staff Onboarding

9

Inviting Staff for Self-Onboarding
Add New Employees to SalaryBox
Verified Staff Addition
Auto Generate Employee ID
Activate, Inactivate, or Delete your Employees
Background Verification on SalaryBox
Managing and Organize Employee Documents
Book a Onboarding Demo Session
Frequently Asked Questions

Attendance

12

GPS Based Geofence Attendance
Setting up Attendance Modes
Setting up AI Attendance Kiosk
Create and Assign Employee Shifts
Manage Employee Breaks
Correcting Punch Times
Import Backdated Attendance Records
Managing Device Verification Requests
Accessing Attendance Reports
Fraud Prevention & Secure Attendance
Schedule Reports
Frequently Asked Questions

Staff Live Location Tracking

2

Monitor Employee Live Location
Frequently Asked Questions

Manage and Track Field Staff

2

Track Field Staff with Field Force CRM
Frequently Asked Questions

Managing Biometric Devices

4

Installing a New Biometric Device
Connecting the Biometric Device to Wi-Fi
Adding Employees to the Biometric Device
Frequently Asked Questions

Leave and Holiday Management

7

Setting up Leave Policies
Managing Leave Balances Directly
Adding Custom Leave Types
Approve or Reject Leave Requests
Leave Approval Flow
Setting Up the Holiday List
Frequently Asked Questions

Payroll and Tax

21

Bulk Import Custom Allowance
Salary Settings Overview
Define Attendance Cycle for Payroll
Import Employee Salary Details
Setting up the Employee’s Salary
Add Bonus, Incentives and Reimbursements
Setting up Penalty and Overtime Policies
Managing Loans
Add Advance Salary
Add Other Earnings
Check Payment History
Enable Salary Round off
Set up and Manage TDS Deductions
How to Enable Professional Tax (PT)
How to Enable Labour Welfare Fund (LWF)
Generate Employee Payslips
Accessing Payroll Reports
Reimbursement Approval Flow
How to Customize Pay Slips
EPF Wage Ceiling Update
Frequently Asked Questions

Notes

2

Notes Feature in SalaryBox
Generating and Understanding Notes Reports

Notification Center

1

Notifications Overview

Announcements

1

Creating and Sending Announcements

Customer Support

3

How to get help from SalaryBox?
How to Raise and Manage Support Tickets
Frequently Asked Questions

Employee Self Service

14

Getting Started as a Staff
Profile and Personal Details of Staff
Marking and Viewing Attendance
Announcements for Staff
Set Alarm
Leave Management for Staff
Request Reimbursement for Staff
Holiday List for Staff
CRM for Staff
Notes for Staff
Documents for Staff
Attendance Reminder for Staff
Add Investment Declarations
Frequently Asked Questions

Subscriptions and Billing

9

Start a New Plan – Quarterly (with Free Trial)
Start a New Plan – Annual
Upgrade your plan
Download Invoice
Check your Plan Details
Cancel your Subscription
Legacy Pricing Plan
Upgrade/Renew Plan under Legacy Pricing
Frequently Asked Questions

SalaryBox Wallet

4

SalaryBox Wallet
How to Add Money to Wallet
Services You Can Use with the SalaryBox Wallet
Frequently Asked Questions

MCP Server

2

Connect SalaryBox to ChatGPT, Claude, Gemini & Other AI Assistants
Frequently Asked Questions

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