Help Centre menu

Set up departments, attendance policy and statutory rates

Configure the departments and designations, working days and attendance rules, PF, ESI and PT rates, and payslip design that the rest of People Operations uses.

Before you start: You need permission to manage People settings.

1Add departments and designations

Go to People Operations → Settings. On Departments, enter a Department name and Code and choose Add. Then open Designations to add job titles under each department.

Scalar360 screen: Add departments and designations — Numbered outlines show what to click, in order.

2Set the attendance policy

Open Attendance to set full-day and half-day hours, grace minutes, shift times and Working days. Auto status from hours works out the status from punches, and Allow web check-in lets people clock in from the browser. Choose Save attendance policy.

Scalar360 screen: Set the attendance policy — Numbered outlines show what to click, in order.

3Check the PF, ESI and Professional Tax rates

Open Statutory. The defaults are PF at 12% for employee and employer on Basic up to ₹15,000, ESI at 0.75% (employee) and 3.25% (employer) for gross up to ₹21,000, and a flat Professional Tax of ₹200 a month (see the next step for state slabs). Change them if your rates differ and choose Save statutory settings.

Scalar360 screen: Check the PF, ESI and Professional Tax rates — Numbered outlines show what to click, in order.

4Choose how Professional Tax is worked out

Still on Statutory, scroll to Professional Tax. Choose Flat monthly amount to deduct one fixed figure, or State slabs to use a slab table for each state. The tables are built in and editable — for example Kerala's half-yearly slabs collected monthly, and Maharashtra's ₹300 in February; Delhi, Uttar Pradesh, Haryana and Rajasthan have no PT. The defaults are labelled "verify with your state's current notification", so check them before you rely on them. Each employee is taxed under their Work state, otherwise the organisation's state. Changes apply to payroll runs created after you save.

Scalar360 screen: Choose how Professional Tax is worked out — Numbered outlines show what to click, in order.

5Choose the payslip design

Open Payslip, pick a template, and set the accent colour and a note to print on every payslip. Choose Preview payslip to see it, then Save settings.

Scalar360 screen: Choose the payslip design — Numbered outlines show what to click, in order.

Add an employee with salary, PF, ESI and bank detailsCreate an employee record with their role, monthly salary structure, statutory deductions and bank account, ready for attendance and payroll.Track attendanceSee who has checked in today, mark attendance for any day, and check each employee's paid days for the month before you run payroll.Run payroll and view payslipsPreview the month's salaries from your salary structures and attendance, save a draft run, then approve it, mark it paid and open each payslip.

Still stuck? Contact our support team — or start a free trial to try this in your own company.