HR & Payroll
The home of the HR & Payroll module: your starting point for employees, attendance, leave and monthly payroll.
Why and when you use it
Most small businesses keep staff details in a register and salaries in a spreadsheet, and the two never match. The HR & Payroll module keeps employee records, attendance, leave and pay in one place, so the salary you pay is based on the days actually worked. The owner or office manager starts here the first time and then works mostly in the screens it opens.
Before you start
- Finish Business Setup so your company details are in place
- Have a list of your staff with joining dates and monthly salary
Step by step
- Open HR & PayrollIn the left sidebar open HR & Payroll. On a new business you see the heading Welcome to HR & Payroll and a prompt to Add your first employee.
- Explore with demo data only on a test accountLoad Demo Data fills the module with sample records so you can look around. Use it only on a trial or test business, not on your live books.
- Create your first recordPress + Create HR & Payroll to start, or press Open Employees → to go straight to the employee list.
- Add every employeeIn Employees, add each person who will be paid, including salesmen. Salesmen also need a record in Salesmen for field work.
- Set up the monthly routineEach month record attendance in HR Attendance and leave in HR Leave, then run Payroll. The Monthly payroll workflow lesson walks through it in order.
- Give the right people accessSalary data is sensitive. In Team, give HR and payroll access only to the owner and the person who runs payroll.
Worked example
Sharma Traders in Jaipur has six staff: two salesmen (Ravi and Imran), an accountant (Pooja), two godown helpers and a driver. Until now salaries were worked out in a notebook.
- The owner opens HR & Payroll and sees Welcome to HR & Payroll.
- He presses Open Employees → and adds all six staff with their monthly salary.
- He asks Pooja to mark attendance daily in HR Attendance from 1 Nov 2026.
- At month end Pooja opens Payroll and runs Auto-Generate Payroll for November.
Result: All six staff are on record, attendance builds up through the month, and November payroll is generated from real data instead of a notebook.
💡 Tips
- Add employees before the month starts so attendance can be marked from day one.
- Keep employee names exactly the same in Employees and Salesmen so payroll and incentives line up.
⚠️ Common mistakes
- Pressing Load Demo Data on the live business and mixing sample staff with real ones.
- Giving every user access to HR and payroll screens.
Questions
Does HR & Payroll replace my CA for PF, ESI and TDS?
No. Stockivio helps you calculate and record pay. Statutory rules depend on your business size and staff, so check them with your CA.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Sidebar, open HR & Payroll and show the welcome screen.
- Scene 2: Explain Load Demo Data and when not to use it.
- Scene 3: Press Open Employees → and add one employee.
- Scene 4: Show the monthly cycle: attendance, leave, payroll.
- Scene 5: Open Team to show who has access.