Below is a concise guide to staff onboarding, employee management, background verification, and data security in SalaryBox, designed for easy understanding.
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Staff Onboarding #
How do employees self-onboard in SalaryBox?
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.
What’s the difference between self-onboarding and manual addition?
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.
What is the simplest way for an admin to add a new employee to the SalaryBox?
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:
- Log in to the Admin Account → My Team → Add Staff.
- 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):
- Log in → Tap Add Staff.
- Choose Add Manually or Add from Contacts.
How do I mark an employee as inactive or delete them?
To manage employee profiles in SalaryBox, follow these steps:
Mark Inactive:
- Go to My Team.
- Select the employee, tap the three dots, and choose Mark Inactive.
- The employee’s profile is suspended but retained for future use.
Delete Employee:
- Individual: In My Team, select the employee, tap the three dots, and choose Delete.
- Bulk (Android Only): Go to Settings > More > Delete All Staff.
- Deletion is permanent and cannot be undone.
Note: Update salary and attendance records before taking action to avoid discrepancies.
What’s the difference between inactivating and deleting an employee?
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.
I upgraded my membership to allow more employees (e.g., 30), but it still shows (e.g., 22). Why?
The system counts active employees across all branches. Some employees might be assigned elsewhere.
Actionable Steps to Resolve:
- Switch the view to All Branches to see the full count.
- To add new staff, inactivate employees who have left.
- If managing multiple companies, switch to the company with available slots or upgrade the plan.
What happens if I delete an employee, and can it be undone?
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.
Can I view a list of inactive staff?
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.
I am trying to upload a staff list using an Excel sheet, but I keep receiving an error about “File Headers.” How do I fix this?
This happens when the uploaded Excel sheet doesn’t match the system’s required format.
Actionable Steps to Resolve:
- Use the official SalaryBox Excel template.
- Ensure all headers match exactly; remove extra columns.
- Clear any filters before uploading.
Is Background Verification a paid feature?
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.
How much does Background Verification cost?
- 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.
Do I need to pay for each document in Background Verification?
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.
How are documents secured in SalaryBox?
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.
I am trying to reset the PIN, but I am not receiving the OTP. What should I do?
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:
- Ensure you are using the same number registered with SalaryBox..
- Make sure your network connection is stable.
- Go to your mobile settings and ensure no VPN is active.
- Uninstall and reinstall the app if the OTP still doesn’t arrive.
- If you’ve already tried multiple times, wait a few hours before requesting a new OTP.
My employee tried to log in several times, and now the screen says their PIN is “Blocked for 24 hours.” Do they need to wait a full day?
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:
- Tap on the RESET PIN option displayed on the screen.
- You will receive an OTP on your registered mobile number.
- Enter the OTP to create a new PIN.
- Use the new PIN to log in and continue using the app.
Reminder: Avoid repeated incorrect entries to prevent another lockout.
My employee is trying to punch attendance via the app but is receiving an “Invalid PIN” error. How can they fix this?
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:
- Tap on the RESET PIN option on the login screen.
- You will receive an OTP on your registered mobile number.
- Enter the OTP to reset your PIN.
- Once the PIN is reset, use it to log in and punch attendance.
Tip: Remember your new PIN to avoid repeatedly requesting OTPs.
