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Payroll Bundals›Learn›Add your people
Lesson 2 of 8 · People

Add your people, one by one or pasted from Excel.

Each person needs six things: a name, their work, how they are paid, the rate, a phone number and how the money reaches them. Type them in, or paste the rows from the sheet you already keep.

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After this lesson

What you will be able to do.

Add one person with the Add form.
Paste many people from Excel in one go.
Open a person's folder and change the pay type, rate or status.
Copy a person's own link and send it to them.
People / AddAdd person
NameMeena Parmar
WorkPacking
Pay typeDaily
Rate in ₹450
PhoneHer own number
Paid byUPI
Six boxes for each person. The rest can be filled later.

The sample is Umiya Engineering Works, Ahmedabad, the one demo company on this site.

Step by step

From an empty list to your whole team.

The words in bold are the names on the screen.

1
Open People and press Add people, or choose Add or import in the menu.
2
One person. Fill Name, Work (for example Packing), Pay type, Rate in ₹, Phone and Paid by (Bank, UPI or Cash). Press Add person. The form clears for the next one.
3
Many people. Use Paste from Excel. One person per line, in this order: Name, Pay type, Rate, Work, Phone. Copy the rows from your sheet, paste them and press Import.
4
Read the result. It says how many were added and lists each line it could not read. Correct those lines and paste them again.
5
Open a folder. In All people, tap a name. The folder shows Last days, Salaries and the Advance ledger. At the bottom you can change Pay type, Rate in ₹, Paid by or Status, then press Save changes.
6
Add where the money goes. Open Payouts, then Bank details, and press Edit on a person: Account holder name, Account number, IFSC or UPI ID, then Save.
7
Send the link. In the folder press Copy worker link and send it to that person. It opens their own page with no login.
Common mistakes
Typing a monthly salary as a daily rate. The rate is for a month when the pay type is Monthly and for a day when it is Daily.
A pay type word the page does not know in a pasted row. The words it accepts are printed under the paste box.
Leaving the phone empty and then looking for the WhatsApp button. With no phone number, the payslip is printed.
Sending one person's link to someone else. The link is the key: whoever has it sees that person's pay.
Good to know
The pay types are Monthly, Daily, Hourly, Per piece, Per trip and Per lecture.
Someone who leaves is set to Left. Their past salaries stay in the folder.
PF and ESI numbers are typed in the PF and ESI app, under Members.
After saving, an account number is shown with only its last 4 digits. Only the owner can change these details.

Questions about this lesson

Yes. Copy the rows and paste them into Paste from Excel. There is nothing to upload and no template to download.
Yes. In Joining and Letters you start a joiner, and they fill their address, bank or UPI details and papers from a form on their own phone. You approve it.
No. Each person has a link. It opens a phone page with their salary, payslips and advance balance.
Open their folder, change Rate in ₹ and press Save changes. A month that is already locked does not change.

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