Salary & Components

The Payroll page is where you define the building blocks of compensation. A Salary Component is a single earning or deduction — for example, Basic Salary, HRA, or Provident Fund. Once components exist, you assign a set of them to each staff member to form their salary package.

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Who can manage salary components

Action	Required permission
View components, assignments, and summary	payroll:view
Create, edit, or delete a component	payroll:manage
Assign or update a staff salary package	payroll:manage
Remove a staff salary assignment	payroll:manage
Bulk-assign a component to all staff	payroll:manage

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Salary components

Component types and categories

Every component has two classifiers:

Field	Options	Meaning
Category	earning	Adds to the gross salary (e.g. Basic, HRA, Allowances)
	deduction	Subtracts from gross (e.g. PF, TDS, Loan repayments)
Type	fixed	A fixed monetary amount (e.g. ₹5,000 Basic)
	percentage	A percentage of the gross salary (e.g. 12% PF)

Add a component

1. Go to Payroll in the school sidebar.

2. On the Components tab, click Add Component.

3. Fill in the fields:

   Name (required) — Display name, e.g. Basic Salary, House Rent Allowance, Provident Fund.

   Category (required) — Earning or Deduction.

   Type (required) — Fixed (flat amount) or Percentage (of gross).

   Description (optional) — A note visible in the component list.

4. Click Create Component.

Tip

Create all your earning components first, then deductions. The salary summary calculates net pay as total earnings minus total deductions.

Edit or delete a component

• Click the Edit (pencil) icon to update any field.
• Click the Delete (trash) icon to remove a component.

Caution

Deleting a component that is assigned to staff members will remove it from their salary packages. Check the Assignments tab before deleting.

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Staff salary assignments

Assign a salary package to a staff member

1. Switch to the Assignments tab.
2. Click Assign Salary.
3. Select the Staff Member from the list.
4. For each component you want to include, enter the Amount (flat figure for fixed components, percentage value for percentage components).
5. Click Save Assignment.

The assignment can include any subset of your defined components. You do not have to include every component for every staff member.

Edit an existing assignment

1. Find the staff member’s row in the Assignments table.
2. Click Edit to open their package.
3. Update the amounts or add/remove components.
4. Click Save.

Remove an assignment

Click the Remove icon in the staff member’s row. This clears their entire salary package — they will have no salary data in future payroll runs until a new assignment is made.

Bulk-assign a component

If you need to apply a single component to all active staff at once (e.g. a uniform transport allowance):

1. On the Components tab, click the Bulk Assign icon next to the component.
2. Enter the default amount.
3. Confirm. The component is added to every active staff member’s package at the specified amount.

Note

Bulk assign only adds the component where it does not already exist. It will not overwrite an existing value for a staff member who already has that component assigned.

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Salary summary

The Summary tab shows a cross-staff overview:

• Total Gross — sum of all earning components per staff member.
• Total Deductions — sum of all deduction components.
• Net Pay — Gross minus Deductions.
• Organisation Total — aggregate across all staff.

Use this view to sense-check the payroll before starting a run.

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Troubleshooting

A staff member is not in the Assignments list

Only staff with at least one assignment appear in the list. Add a new assignment using Assign Salary.

The Summary shows ₹0 for a staff member

Their salary package is either empty or all component amounts are set to zero. Open their assignment and check the values.

Bulk assign did not update some staff

Bulk assign skips staff who already have the component. If you need to update existing values, edit each assignment individually.