Payroll Settings
What is Vehicle Maintenance Reimbursement?
Vehicle Maintenance Reimbursement is a salary component provided to employees to cover the costs associated with maintaining a vehicle used for official purposes. It is a recognized and widely offered reimbursement benefit in Indian payroll structures, designed to compensate employees for expenses such as servicing, repairs, and upkeep of their personal or company-provided vehicle used [ ]
What is Telephone Reimbursement?
Telephone Reimbursement is a salary component provided to employees to cover their telephone expenses incurred for official purposes. It is a commonly offered reimbursement benefit in Indian payroll structures, designed to compensate employees for phone and communication costs they bear while carrying out their work responsibilities. Telephone Reimbursement can be configured as part of the [ ]
What is Leave Travel Reimbursement (LTA)?
Leave Travel Reimbursement (LTA), also known as Leave Travel Allowance (LTA), is a salary component provided to employees to cover holiday travel expenses within India. It is one of the most commonly offered tax-saving benefits in Indian payroll structures, allowing employees to claim reimbursement for travel costs incurred during their leave period — for trips [ ]
What is Gratuity?
Gratuity is a statutory retirement benefit paid by an employer to an employee as a token of appreciation for their long-term service to the organization. Governed by the Payment of Gratuity Act, 1972, it is a lump sum amount paid to an employee upon resignation, retirement, superannuation, or in the event of death or disablement [ ]
What is Fuel Reimbursement?
Fuel Reimbursement is a salary component provided to employees to cover the costs associated with using a personal or company vehicle for official purposes. It is a widely used reimbursement component in Indian payroll structures, designed to compensate employees for fuel expenses incurred while performing work-related travel and duties. Fuel Reimbursement can be configured as [ ]
What is Employees State Insurance (ESI)?
The Employees State Insurance (ESI) scheme is a self-financing social security and health insurance scheme for Indian workers, managed by the Employees State Insurance Corporation (ESIC) under the Employees State Insurance Act, 1948. It provides employees with financial protection against health-related contingencies such as sickness, maternity, disablement, and employment injury. ESI is applicable to all [ ]
What is Employee Provident Fund (EPF)?
The Employees Provident Fund (EPF) scheme is a social security initiative by the Indian government to help employees in the organised sector build a retirement corpus. EPF is a mandatory savings scheme funded by contributions from both the employee and the employer every month, automatically calculated based on the employee s basic salary. This act is [ ]
What is Driver Reimbursement?
Driver Reimbursement is a salary allowance paid to an employee as compensation for employing a driver either for a personally owned car or a company-provided vehicle. It is a recognized reimbursement component under Indian payroll and tax regulations, designed to cover the costs associated with hiring a driver for work-related purposes. A key rule to [ ]
Templates
The Templates subsection provides your HR team with instant access to a library of professionally structured, predefined document templates. Rather than creating HR documents from scratch every time, your team can simply pick the right template and get the job done quickly and consistently. OfficePortal currently offers predefined templates for three key HR documents: Payslip [ ]
Salary Revision Letter Template
A salary revision letter is an official document issued to employees to inform them about changes in their salary. It includes details such as revised salary structure, effective date, and updated compensation components. Employers provide this letter after processing salary revisions. To View Templates Navigate to:Settings Payroll Settings General Settings Preferences Click [ ]
Reimbursement Claims
What is Reimbursement Claims? The Reimbursement Claims section in OfficePortal allows employees to submit their monthly expense reimbursements based on actuals, along with supporting bills, for further payroll processing. If you wish to process reimbursement claims alongside the monthly pay run, this section lets you manage and configure the reimbursement cut-off date to ensure all [ ]
Proof Of Investment
What is Proof of Investment (POI)? The Proof of Investment (POI) section in OfficePortal helps HR admins manage employees investment plans and their expenses along with the corresponding allowances. This section handles all investment-related preferences, giving admins control over when employees can submit their proof of investment declarations within the payroll cycle. How to Unlock [ ]
Preferences
Preferences is a configuration section in OfficePortal found under Settings Payroll Settings General Settings Preferences. It gives HR admins and payroll managers control over key employee-facing payroll declarations and submission windows. Preferences in OfficePortal covers four major areas: Flexible Benefit Plan (FBP) – Allows employees to modify their salary components and structure [ ]
Payslip template
A payslip is a monthly salary statement provided to employees that includes detailed information about salary components, earnings, and deductions. It is mandatory for employers to issue a payslip to employees after the payroll process (pay run) is completed. A payslip template is a pre-designed format or layout used to generate employee payslips. It defines [ ]
Merchant
Who is a Merchant? A merchant refers to any vendor, supplier, or service provider from whom an employee makes a purchase or incurs an expense on behalf of the organization. In the context of expense and reimbursement management, recording merchant details helps businesses track exactly where money is being spent. For example, if an employee [ ]
Loan Types
In the Loan type settings, you can add new loan types for the organization. Go to Payroll settings Pay Fields Loan types. Here you can see the loan types with perquisite rate that you added previously. You can have a List view or card view of Loan types here. You will also have [ ]
Income Tax Declaration
What is Income Tax Declaration? The Income Tax Declaration section in OfficePortal helps HR admins manage employees investment plans and expenses along with their corresponding allowances. This section handles all investment-related preferences, giving admins control over when employees can declare their income tax investments within the payroll cycle. How to Unlock the Income Tax Declaration [ ]
Flexible Benefit Plan (FBP)
What is a Flexible Benefit Plan (FBP)? A Flexible Benefit Plan (FBP) allows employees to customise their salary components and structure their own CTC (Cost to Company) based on personal preferences. With FBP in OfficePortal s payroll settings, HR admins can control when employees can modify their salary structure by managing FBP declaration lock and unlock [ ]
Final Settlement Template
A final settlement is a statement provided to an employee when they leave the organization. It includes details of final salary, pending dues, leave encashment, bonuses, and deductions. Employers must provide a final settlement summary after completing the employee’s exit process. To View Templates Navigate to:Settings Payroll Settings General Settings Preferences Click [ ]
Expense Category
What is an Expense Category? An expense category is a classification label used to organize and track different types of employee expenses within the payroll system. It helps businesses group similar expenditures together such as travel, food, accommodation, or fuel allowances — making it easier to monitor spending, generate accurate reports, and process reimbursements efficiently. [ ]
Cost Centre
What is a Cost Centre? A cost centre is a unique code or identifier assigned to a client or project to track and allocate expenses and costs associated with that specific project. In Officeportal HRMS, cost centres are used when adding a new project, where each project is linked to a client s cost centre for [ ]