1. Primo Payroll 6 Quick Learning Steps
Signing In & Employer Record Creation
Monthly inputs by Payslip Entry & Group Entry
Processing Payroll & Viewing Reports
Creation of new Payments & Deductions
Setting up employees classification

2. Click LOG IN to continue
Enter the Username
Enter the Password
Enter the Digit Pin
Click LOG IN to continue

3. Creating Employee Records
Click the + symbol to create a new employee record

4. Click here to create new employee record
Click Main to input Personal details of the employee

5. Click Employment to input employment details of the employee

6. Set Tax and statutory settings
Click Tax & statutory
Set Tax and statutory settings
Input Arrears and Previous employment details if any

7. Input payments like Medical Allowances, OT etc.

8. Input deductions like loan and advance recovery

9. Input other Taxable Perks like House rent, NPS etc.

10. Declare all your 80c and other tax deductions here
Click Save & Next to input details for next employee
Click Save & close to go to employee records screen

11. Monthly input of payments & deductions like over time, conveyance, repay of advance etc. by Payslip Entry & Group Entry

12. Click Payslip Entry under Monthly Inputs to input payments and deductions for individual record

13. Click Save & Next to input data in the next employee record
Click Save to go back to Employees Screen
Input payments and deductions for individual records

14. Click Group Entry to input payments and deductions for multiple records

15. Input working and absent days, OT units here

16. Input variable payments for multiple records

17. Click Save to save the changes
Input PF and other statutory deductions for multiple records

18. Click Global Change to make common changes to employee and pay records altogether

19. Select Employee Records to make changes

20. Click Criteria to make changes to Departments, Job Types & Branches

21. Click Standard Payments to make common changes to Basic, DA & HRA

22. Click Change to save the changes
Click Payments to make common changes to other payments like Allowances

23. Select Pay Records to make changes

24. Click Payments to make common changes to variable components
Click Change to save the changes

25. Processing payroll & Viewing Reports

26. Click Process Payroll to run payroll for the month

27. When payroll processed successfully, Click here to view Pay records

28. Click here to delete a pay record
Click this button to view payslip

29. Payslips can also be emailed or viewed on clicking payslip

30. Model Payslip

31. Pay records can also be deleted, exported to Excel and PDF from here

32. A range of reports can be generated from here

33. Check the pay records whether the employees are paid

34. Click Payment Due Listing under Pay Employees to start payment process

35. Click Generate Bank Payment File

36. Click Generate Payment file

38. The employee’s bank account details and net pay can be fetched from here and the respective Bank formats can be altered to facilitate Direct Bank Transfer

39. Click Confirm Payment to ensure payments to employees

40. Verify net pay and Click Confirm

42. Verify whether all employees are paid

43. Click here to Close Month

44. Click Close Month

45. Click Close Month to complete payroll processing for the Month

47. Click Reports to access a range of Reports

48. Click Form 16 to generate Form 16 of employees for current and previous years
A Range of Management reports, Payslips, Form 16 and Tax and statutory reports are available in this section

49. Form 16 can be downloaded as PDF or Excel
Form 16 can also be ed to the employees

50. Model Form 16

51. Creation of new Payments & Deductions

52. Click open to input details, payments & deductions under respective headings

53. Create new payment here
Select payment type payment type
Set this payment if it should be included for Tax, PF,ESI,Prof.Tax or not

54. Create Email settings & design here
Create users list permissions, password in this section of settings page
Create settings & design here
Select payslip layout here

55. End of basic functions
Please call our friendly support executives for more assistance. Thankyou!