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Actionable HR items for your role

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Company updates visible to your account

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Approved Final LWD in the next 15 days

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Shortcuts based on your access

Client Management

Manage UnifyHR Clients

ID	Client Code	Client Name	Status	Modules

Client Module & Payroll Allocation

UnifyHR Central • Allocate purchased modules, Payroll features (Flexi, OT, Comp-Off) and Client Payroll Components.

HRIS is the mandatory base module.
Every Client has HRIS. Payroll, Attendance, Leave, Separation, LMS and PMS can then be allotted as purchased. Disabling a module does not delete historical Client data; access is restored if UnifyHR enables it again.

Payroll Flexi, Overtime (OT), Comp-Off, Client HR component-creation rights, Earning Components and Deduction Components are allotted from this Central screen.

Client	Status	Enabled Modules	Action
Loading Client module allocation...

UnifyHR Central Payroll Master

Vanilla Payroll • Build and test the standard UnifyHR payroll before Client-specific configuration.

Central-first payroll architecture
UnifyHR maintains the vanilla Category Rules, Earning Components, Deduction Components, Employee Preference defaults, statutory rates and shared payroll calculation engine centrally.

Client-specific configuration stays independent. Statutory rate changes and shared technical/calculation fixes remain Central, flow to applicable Clients, and can generate a one-time Client notification.

Payroll Categories

Central Earning Components

Payroll Feature Control

Client-wise

Clients with Payroll

Statutory Rate Master

UnifyHR Central • Effective-dated statutory rates used by the payroll engine.

Platform controlled. Client HR cannot change central statutory rates. Client-specific applicability remains controlled through Employee Payroll Preferences and statutory/location rules.

Rate Code	Value	Effective From	Effective To	Description
Loading statutory rates...

PT & LWF Statutory Master

UnifyHR Central • Effective-dated State / UT rules for Professional Tax and Labour Welfare Fund.

Central statutory control. UnifyHR maintains statutory rule versions here. Client HR only controls employee applicability and Client Location mapping; statutory amounts remain Central and effective-dated.

Do not overwrite historical rules. Add a new version when law changes; UnifyHR closes the prior open version where applicable.

Professional Tax (PT)

State / UT, gender/month variation and gross-salary slabs.

State / UT	Effective Period	Slabs	Source / Note	Status	Action
Loading PT rules...

Labour Welfare Fund (LWF)

State / UT, gender scope, deduction months, eligibility and employee/employer contribution formula.

State / UT	Gender	Effective Period	Deduction Months	Employee Contribution	Employer Contribution	Status	Action
Loading LWF rules...

System Update Notifications

UnifyHR Central • Notify applicable Clients once when statutory or technical changes are released.

Shared-engine update model. Technical fixes apply through the common UnifyHR codebase. Central statutory versions apply by effective date. This notice tells affected Client HR what changed.

Type	Module	Title	Effective From	Published	Status
Loading update notifications...

Legal Entity Management

Manage Client Legal Entities

ID	Client	Code	Legal Entity Name	Status

Location Management

Manage Locations under Legal Entities

ID	Legal Entity	Location Code	Location Name	Status

Plants / Offices Management

Manage Plants, Offices and Branches under Locations

ID	Location	Code	Name	Type	Status

Department Management

Manage Departments under Plants / Offices

ID	Plant / Office	Department Code	Department Name	Status

Designation Management

Manage Designations under Departments

ID	Department	Designation Code	Designation Name	Status

Company Profile

Manage company legal, registered address and branding information.

Company Details

Client

Legal Company Name

Trade / Brand Name

Company Type

Incorporation Date

CIN / LLPIN

PAN

TAN

Website

Financial Year Start Month

Registered Address

Address Line 1

Address Line 2

City

District

State

PIN Code

Country

Authorized Signatory

Name

Designation

Mobile

Branding

Company Logo

PNG, JPG/JPEG or WEBP. Maximum file size: 2 MB.

Current Logo Path

Primary Brand Colour

Secondary Brand Colour

Branding & Login Page

Manage login branding directly from UnifyHR.

Images

Main Logo

Login Logo

Login Background

Login Content

Platform / Portal Name

Product Tagline

Welcome Text

Theme & Layout

Primary Colour

Secondary Colour

Accent Colour

Support & Footer

Support Email

Support Phone

Website URL

Terms URL

Footer Text

Show Forgot Password

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UnifyHR

Income Tax Statutory Master

UnifyHR Central • Effective Tax Year rules for New and Old Income Tax regimes.

Platform controlled. Tax slabs, standard deduction, rebate, cess and surcharge are maintained by UnifyHR Central. Employee regime selection continues from saved Payroll Preferences and employee age continues from Employee Master.

A6.2 maintains statutory rules only. Employee declarations, exemptions/deductions and annual TDS projection are completed in later A6 steps.

Tax Year	Regime	Age Scope	Standard Deduction	Rebate	Tax Slabs	Surcharge	Cess	Status	Action
Loading Income Tax statutory rules...

Tax Deduction / Exemption Rules

Central master for declaration, exemption, deduction, other-income and relief rules used later by the TDS engine.

Rule	Section	Type	Regime	Calculation	Annual Limit	Effective	Declaration	Proof	Status	Action
Loading Tax Deduction / Exemption rules...

Add Tax Deduction / Exemption Rule

Maintain the statutory rule only. Employee declarations are handled separately.

Rule Code *

Rule Name *

Section Reference

Rule Type *

Regime Scope *

Calculation Type *

Annual Limit

Effective From *

Effective To

Employee Declaration Required

Proof Required

Description

Source / Circular / Finance Act Note

Add Income Tax Rule Version

Create one effective rule for a Tax Year, Regime and Age Scope.

Tax Year *

Tax Year Start *

Tax Year End *

Regime *

Age Scope *

Standard Deduction

Rebate Section

Rebate Income Limit

Maximum Rebate

Health & Education Cess %

Rebate Marginal Relief

Description

Source / Circular / Finance Act Note

Correction Reason *

The old and corrected values are preserved in the audit log. Rules already used in finalized payroll cannot be corrected here.

Tax Slabs

First slab must start from 0. Leave Maximum Income blank only on the final slab.

Surcharge Slabs

Optional. Add only when surcharge applies for this Tax Year / Regime.

My Slips

Payroll • View finalized monthly payslips and download the system-generated PDF.

Finalized payroll only. A payslip appears here only after Client HR finalizes the Payroll Run. Each payslip uses the stored A7 calculation and employee/company snapshots, so later master changes do not alter the published slip.

Payroll Month	Payslip Number	Gross Earnings	Total Deductions	Net Pay	Status	Action
Loading finalized payslips...

Payslip

Employee and Attendance

Published snapshot

Earnings

Finalized values

Component	Source	Amount

Employee Deductions

Includes Income Tax / TDS

Component	Source	Amount

My Tax

Payroll • Select your Income Tax Regime and submit Financial Year declarations.

Single source of truth. Your selected Income Tax Regime is saved into Employee Payroll Preferences. Salary, statutory rules and future TDS calculations will read the same saved regime.

Change the Tax Regime before submitting the Financial Year declaration. After submission, the employee-side regime is locked for this workflow; Client HR retains controlled exception handling through Payroll Preferences.

Income Tax Regime *

Tax Declaration

Rule	Section	Type	Annual Limit	Proof	Proof Documents	Declared Amount	Approved Amount
Loading Tax Declaration...

Employee Remarks

Previous Employment Tax

Add salary/TDS details from another employer in the same Financial Year. Verified values will be included in annual TDS projection.

Previous Employer	Employment Period	Gross Salary	Taxable Salary	TDS Deducted	HR Verification	Proof	Action
No Previous Employment Tax details added.

Annual Income Tax Projection

Projects annual taxable income and spreads the remaining tax across the remaining payroll months.

Payroll Month

Projection basis: finalized payroll actuals already posted in the Financial Year + Salary Structure for remaining months + approved declarations/proofs + verified Previous Employment details. Until final payroll posts a month, that month remains a Salary Structure projection. Salary recovery capacity, actual TDS and any carried shortfall become available after payroll calculation.

Projection Status

Not Calculated

Projected Gross	Exemptions	Standard Deduction	Other Deductions	Taxable Income	Slab Tax	Rebate	Surcharge	Cess
Calculate the projection when Central Tax Year rules are configured.

Annual Tax Liability	Previous Employer TDS	TDS Deducted Till Previous Month	Remaining Tax	Remaining Payroll Months	Scheduled Current TDS	Recovery Capacity	Current Month TDS	Carried Shortfall	Recovery Status
No TDS projection calculated yet.

Add Previous Employment Tax

Enter cumulative values from the previous employer for the current Financial Year.

Previous Employer Name *

Employment From

Employment To

Gross Salary

Exempt Allowances

Professional Tax

Employee PF

Taxable Salary

TDS Deducted

Remarks

After saving, upload Form 16 / salary-tax proof against this Previous Employment record for Client HR verification.

Tax Declarations

Manage Payroll • Review employee Financial Year tax declarations.

Employee	Category	Financial Year	Status	Items	Declared	Approved	Pending Proofs	Action
Loading Tax Declarations...

Review Tax Declaration

Rule	Section	Declared	Annual Limit	Proof Status	Approved

Tax Proof Documents

Previous Employment Tax

Review Remarks

Items requiring documentary proof cannot be finally approved until A6.5 Tax Proof Documents is completed.

Employee Payroll Preferences

Manage Payroll • Employee-wise statutory and payroll applicability.

PT and LWF remain subject to the employee's Location / State applicability. VPF reduces employee in-hand / Net Pay only.

Employee	Category	Location / State	PF	Employee PF Method	Employer PF Method	EPS	ESIC	PT	LWF	Employer NPS	Employee NPS	VPF	Tax Regime	Payment Mode	Action
Loading Employee Payroll Preferences...

Salary Structures

Manage Payroll • Effective-dated employee salary structures and salary inputs.

CTC is fully reconciled. Annual CTC equals Annual Gross Earnings plus applicable Employer Contributions. Employer PF is shown as one consolidated CTC line; its EPS and Employer EPF balance are retained internally for statutory reporting. Saved Employee Payroll Preferences remain the source of truth.

Employee	Category	Salary Input Method	Current Structure	Effective From	Action
Loading Salary Structures...

Bulk Annual CTC Structure Upload

Use the downloaded UnifyHR Excel template. Select Yes or No for every employer contribution. These selections must match the saved Employee Payroll Preference. CTC Auto employees require Annual CTC; Manual Component Upload employees require Annual CTC and annual earning values; Daily Wage employees require Daily Wage. Preview validates Gross Earnings + Employer Contributions against CTC before anything is saved.

Select completed Excel template *

Maximum 5 MB and 5,000 entered employee rows. Preview does not save any data.

My Salary Structure

Payroll • View the salary structure currently effective for you.

Loading Salary Structure...

Salary Structure

Salary Structure Version to Correct *Select the period containing the incorrect saved amount.

Effective From *

Annual CTC *

Daily Wage *

Employee NPS Monthly Amount

Employer PF Applicable? *Includes the internal EPS and Employer EPF balance breakup.

Employer ESIC Applicable? *

Employer NPS Applicable? *

Employer LWF Applicable? *

Change Reason

Monthly Earning Components

Enter the complete monthly earnings. UnifyHR calculates employer contributions from statutory masters and validates Annual Gross + Annual Employer Contributions against Annual CTC.

CTC Auto Formula Setup

Configure this once per Employee Category. Earnings can use Percentage of Annual CTC, Percentage of Gross, Percentage of Basic, Fixed Annual Amount or exactly one Balance earning. Select which employer contributions form part of CTC. Actual applicability continues from each employee's saved Payroll Preference, and statutory amounts come from effective Central masters. The formula is versioned; existing Salary Structures are not overwritten.

Employee Category *

Select a category.

Employer Contributions Included in CTC

Employer PFEPS remains inside the consolidated Employer PF calculation.

Employer ESIC

Employer NPS

Employer LWF

Payroll Reports

Manage Payroll • Salary Sheet review and Finalized Payroll Register.

Review before finalization. After Calculate Payroll, download the provisional Salary Sheet and check every employee before finalizing. Calculated and Review runs are clearly marked provisional. After finalization, the same screen shows the immutable Finalized Payroll Register. Draft and Input values are never included. Excel and CSV contain separate dynamic columns for every earning, employee deduction and employer contribution.

Calculated / Finalized Payroll Month *

Employee	Category	Payable / LOP	Gross Earnings	Income Tax / TDS	Total Deductions	Net Pay	Employer Contributions	Total Employer Cost	Action
Select a calculated Payroll Month.

Salary Disbursement

Manage Payroll • Bank Advice and payment-mode reconciliation.

Final payroll only. UnifyHR creates an immutable Salary Disbursement snapshot when payroll is finalized. The Bank Advice download contains only Bank Transfer employees with positive Net Pay; Cheque, Cash and zero-Net Pay employees remain in the reconciliation summary. On-screen account numbers are masked. The protected Excel/CSV export contains the full saved account number and IFSC for bank processing. UnifyHR does not send money to the bank.

Finalized Payroll Month *

Employee	Category	Payment Mode	Bank	Account	IFSC / Branch	Net Pay	Status
Select a finalized Payroll Month.

Statutory & TDS Reports

Manage Payroll • Finalized PF, EPS, ESIC, PT, LWF, NPS and TDS reporting.

Immutable finalized figures. These reports use the statutory calculation and employee-identity snapshots stored when payroll is finalized. Select a monthly or Financial Year view. PAN, UAN and ESIC numbers are masked on screen; protected Excel/CSV downloads contain the complete stored identifiers. These are audit-ready working reports and do not directly upload a statutory return to a government portal.

Period Scope *

Finalized Payroll Month *

Financial Year *

Report Type *

Employee	Report Values
Select a finalized reporting period.

Payroll Result

Earnings

Calculated component snapshot

Component	Source	Amount

Employee Deductions

Includes statutory deductions and TDS

Component	Source	Amount

Employer Contributions

Finalized employer cost lines

Component	Source	Amount

Payroll Approvals

Review only the Payroll Runs specifically assigned to your login.

Restricted approval access. This assignment does not change your role or provide access to payroll setup, employee salary screens, or other administration. Download and check the assigned Salary Sheet before approving. You may also return it to the Maker with a mandatory correction reason.

Payroll Month	Approval Stage	Maker	Reviewer	Approver	Email Notification	Action
Loading assigned Payroll Approvals...

Run Payroll

Manage Payroll • Create the monthly payroll period and verify employee payroll readiness.

Controlled payroll approval. Calculate payroll, download and check the Salary Sheet, then Submit for Approval. When Reviewer and Approver are different, both act in sequence. When they are the same user, one approval completes both stages. Finalize Payroll remains blocked until the required approval is complete.

Payroll Month *

Payroll Month	Run Status	Setup Status	Employees	Ready	Setup Required	Last Refreshed	Action
Loading Payroll Runs...

Payroll Run

Loading Payroll Approval status...

“Bulk Attendance Upload” is the manual fallback when attendance is not integrated. Upload only Employee Code and Payable Days; UnifyHR derives LOP from the employee's employment-applicable days. Join/exit dates reduce applicable/payable days but do not change the monthly salary divisor, which remains the total calendar days in that payroll month. “Sync Approved OT” continues to link only approved OT already posted as READY FOR PAYROLL.

Employee	Category	Salary Structure	Preference Source	Monthly Gross Snapshot	Readiness	Setup Check	Monthly Inputs	Attendance / OT	Payroll Result

Payroll Approval Setup

Select any active person who has a UnifyHR login and email for this Client.

No additional rights: Selecting a person does not change their existing role or grant Super Admin access. They receive only the Payroll Runs assigned to them. The email notification is sent when calculated payroll is submitted—not merely when this setup is saved.

Automatic one-step rule: If Reviewer and Approver are the same person, that person receives one notification and a single approval completes both stages. A submitted payroll retains the selected names and email IDs as an audit snapshot.

Search Person by Name or Email ID

Payroll Reviewer *

Payroll Approver *

Monthly Payroll Inputs

Monthly inputs only. Enter variable earnings such as Bonus, Incentive, Arrears or other components that are configured as Monthly Variable Input, and non-statutory manual deductions/recoveries. PF, EPS, ESIC, PT, LWF, VPF and statutory preferences are not selected here; payroll continues with the last saved Client HR configuration.

Variable Earnings

Component-driven monthly additions

Manual Deductions / Recoveries

Statutory deductions are excluded

Change Reason / Note

Attendance / LOP / Approved OT

A4 payroll bridge. Client HR enters only Payable Days when attendance is not integrated. UnifyHR derives Employment Applicable Days from Payroll Month + Date of Joining + Last Working Date, then calculates LOP automatically. For monthly salary, the per-day divisor always remains the total calendar days of the payroll month. Approved OT remains read-only here and continues from the existing approved OT posting flow.

Attendance / LOP Snapshot

Pending

Month Calendar Days

Employment Applicable Days

Payable Days *

Auto LOP Days

Date of Joining

Last Working Date

Applicable Employment Period

Monthly Salary Divisor

Attendance Note

Change Reason / Audit Note

Approved OT Linked to Payroll

Read-only • READY FOR PAYROLL only

Bulk Attendance Upload

Manual attendance fallback. The upload contains only Employee Code and Payable Days. Payroll Month comes from the selected Payroll Run. UnifyHR automatically derives Employment Applicable Days and LOP from Employee Master joining/exit dates. Monthly salary per-day rate continues to use the full calendar days of the payroll month.

Upload Attendance

Maximum 5,000 employees per file

Attendance File *

Preview

Row	Employee	DOJ / LWD	Month Days	Applicable Days	Payable Days	Auto LOP	Status

Calculated Payroll Result

Calculation snapshot. These values were calculated from the salary structure, confirmed attendance/LOP, monthly inputs, approved OT, saved payroll preferences, effective statutory masters and the A6.8 salary-safe TDS projection. Finalized results retain their snapshots for audit.

Earnings

Salary + monthly inputs + approved OT

Component	Source	Amount

Employee Deductions

Includes Income Tax / TDS

Component	Source	Amount

Employer Contributions

Employer cost, not employee deduction

Component	Source	Amount

Location Statutory Mapping

Manage Payroll • Map each Client Location to one Statutory State / UT used for both PT and LWF calculation.

Configure once, then payroll uses the saved mapping automatically. Employee Payroll Preferences decides whether PT/LWF applies. Employee Master supplies Location and Gender. One saved Statutory State / UT is used for both PT and LWF; UnifyHR then resolves the applicable Central rule for the payroll month.

Legal Entity	Location	Effective From	Statutory State / UT	Status	Action
Loading Location Statutory Mapping...

Set Location Statutory Mapping

Effective From *

A later mapping automatically closes the previous version.

Statutory State / UT *

The same State / UT will be used automatically for both PT and LWF.

Select the physical State / UT applicable to this work location. UnifyHR will use the same State / UT for PT and LWF. If a levy is not applicable, its saved Employee Payroll Preference or the statutory master controls the result; do not select another State.

Deduction Calculation Preview

Manage Payroll • Test finalized PF, EPS, ESIC, VPF and NPS rules before Salary Structure integration.

This is a calculation testing workspace. Salary Structure will later supply Basic, Gross, PF Wages and ESI Wages automatically. For Client payroll, Professional Tax and LWF are resolved automatically from the employee's saved Payroll Preferences, Employee Master gender, Location Statutory Mapping and the effective-dated Central statutory master. Income Tax / TDS is intentionally excluded until the Tax phase.

Payroll Inputs

Select an employee whose Employee Payroll Preferences are already configured.

Payroll Month *

Employee *

Basic *

Gross *

PF Eligible Wages *

ESI Wages

Employee NPS Amount

Enter only when Employee NPS Applicable = Yes.

Other Earnings

One-time / ad-hoc earning lines for this preview.

Other Deductions

One-time recovery / deduction lines for this preview.

Calculation Result

Employee deductions and employer contributions are shown separately.

Enter payroll inputs and click Calculate Preview.

Employee Deductions

Employer Contributions

Net Pay Before Income Tax / TDS

₹0.00

Validation Notes

Earning Components

Payroll Setup • Create the earning heads your Client needs.

Flexi Components

Loading Client Flexi setting...

Total Components

Active

Recurring

Variable / Flexi

Component Name	Usage	Applicable Categories	Proratable	Gross	CTC	Effective From	Status	Action
Loading Earning Components...

Deduction Components

Payroll Setup • Deduction heads allotted to this Client by UnifyHR.

UnifyHR controlled. Central-assigned components cannot be changed by Client HR. Client-only components can be added only where UnifyHR has granted the permission.

Component Name	Type	Calculation	Applicable Categories	Origin	Effective From	Status	Action
Loading Deduction Components...

Flexi Settings

Payroll Setup • Enable or disable Flexi Components for this Client.

Client Flexi Enablement

Flexi is disabled by default. Enable it only for Clients that use a Flexi salary structure. Detailed employee allocation and bill-approval rules will be configured in the later Flexi workflow.

Flexi Disabled

Flexi components cannot currently be created or used.

Disabled

Category Configuration

Payroll Setup • Define the salary processing method for each Employee Category.

Employee Category Payroll Rules

These rules apply to the entire Employee Category. Payroll Basis and proration rules are system-controlled from the calculation logic already finalized. Client HR selects the salary input method for monthly categories. OT and Comp-Off are configured separately under the centrally allotted Phase 7 feature.

Monthly → Calendar Days Worker → Daily Wage × 26

Loading Payroll Category Configuration...

Employee Category continues to come from Employee Master. This screen does not create a second employee-category field. Changes made here control payroll processing for every employee belonging to that category.

OT Vanilla Configuration

UnifyHR Central • Configure the standard Overtime policy template for Client onboarding.

Vanilla template — not a Client OT switch.
This policy is the UnifyHR starting configuration. In Phase 7.3, a snapshot of this policy will be copied when OT is first enabled for a Client. Later Vanilla changes will not overwrite a Client's customized policy.

Eligibility & Qualification

Define who is eligible and the minimum time required before OT qualifies.

Eligible Employee Categories *

Staff Staff-Worker Worker Intern/Trainee

Minimum Qualifying OT (Minutes) *

Effective From *

Calculation Basis

Define the base hourly value used before the day-type multiplier is applied.

OT Calculation Basis *

Monthly Divisor Days *

Standard Hours / Day *

Fixed Hourly OT Rate (₹) *

Day Treatment & Multipliers

Choose where OT is allowed and the multiplier to apply to the calculated hourly base.

Working Day OT

Multiplier

Weekly-Off OT

Multiplier

Holiday OT

Multiplier

Rounding, Limits & Approval

Set time rounding, optional OT caps and the default approval route.

Rounding Method *

Rounding Increment

Maximum OT Hours / Day

Maximum OT Hours / Month

Approval Required *

Default Approval Route

Vanilla Policy Notes

Comp-Off Vanilla Configuration

UnifyHR Central • Configure the standard Comp-Off policy template for Client onboarding.

Vanilla template — not a Client Comp-Off switch.
This policy is the UnifyHR starting configuration. In Phase 7.3, a snapshot of this policy will be copied when Comp-Off is first enabled for a Client. Later Vanilla changes will not overwrite a Client's customized policy.

Eligibility & Qualification

Define eligible categories and the minimum working duration required before Comp-Off can be credited.

Eligible Employee Categories *

Staff Staff-Worker Worker Intern/Trainee

Minimum Qualifying Work (Minutes) *

Effective From *

Eligible Work Days

Choose the day types on which additional work can generate Comp-Off credit.

Weekly Off Work

Eligible for Comp-Off credit

Holiday Work

Eligible for Comp-Off credit

Credit Rules

Set the qualifying thresholds for Half-Day and Full-Day Comp-Off credit.

Half-Day Credit

Half-Day Minimum (Minutes)

Full-Day Credit

Full-Day Minimum (Minutes)

Validity, Utilization & Approval

Define how long credits remain valid, how employees can use them and the default approval route.

Credit Validity (Days)

Leave blank when Comp-Off credit should not expire.

Utilization Rule *

Approval Required

Default Approval Route

Notes

OT & Comp-Off Configuration

Payroll Phase 7 • Client-specific policy configuration for features allotted by UnifyHR Central.

UnifyHR Central controls feature entitlement; Client HR controls its copied policy.
OT and Comp-Off changes saved here apply only to this Client. UnifyHR Vanilla policies and other Clients remain unchanged.

Overtime (OT)

Checking...

Comp-Off

Checking...

Client OT Policy

Eligibility & Qualification

Client HR may change the Vanilla starting values for this Client only.

Eligible Employee Categories *

Staff Staff-Worker Worker Intern/Trainee

Minimum Qualifying OT (Minutes) *

Effective From *

Calculation Basis

Define the Client-specific hourly base before day-type multiplier.

OT Calculation Basis *

Monthly Divisor Days *

Standard Hours / Day *

Fixed Hourly OT Rate (₹) *

Day Treatment & Multipliers

Configure OT treatment for normal working days, weekly offs and holidays.

Working Day OT

Multiplier

Weekly-Off OT

Multiplier

Holiday OT

Multiplier

Rounding, Limits & Approval

Configure rounding, optional OT caps and the Client approval route.

Rounding Method *

Rounding Increment

Maximum OT Hours / Day

Maximum OT Hours / Month

Approval Required *

Approval Route

Client Policy Notes

Change Reason

OT Policy Version History

Previous Client policy versions are retained whenever Client HR saves a change.

Previous Version	Vanilla Source	Saved At	Changed By	Change Reason
No Client OT policy revisions yet.

Client Comp-Off Policy

Eligibility & Qualification

Client HR may change the Vanilla starting values for this Client only.

Eligible Employee Categories *

Staff Staff-Worker Worker Intern/Trainee

Minimum Qualifying Work (Minutes) *

Effective From *

Eligible Work Days

Choose the day types on which additional work can generate Comp-Off credit for this Client.

Weekly Off Work

Eligible for Comp-Off credit

Holiday Work

Eligible for Comp-Off credit

Credit Rules

Set the Client-specific qualifying thresholds for Half-Day and Full-Day Comp-Off credit.

Half-Day Credit

Half-Day Minimum (Minutes)

Full-Day Credit

Full-Day Minimum (Minutes)

Validity, Utilization & Approval

Configure Client-specific validity, utilization and approval settings.

Credit Validity (Days)

Leave blank when Comp-Off credit should not expire.

Utilization Rule *

Approval Required

Approval Route

Client Policy Notes

Change Reason

Comp-Off Policy Version History

Previous Client policy versions are retained whenever Client HR saves a change.

Previous Version	Vanilla Source	Saved At	Changed By	Change Reason
No Client Comp-Off policy revisions yet.

OT & Comp-Off Approval Workflow

The effective workflow follows each Client policy. A matrix is configured only when the Approval Route is set to Configured Approval Matrix.

OT Approval Workflow

Loading OT approval workflow...

Configured OT Approval Matrix

Matrix Change Reason

Comp-Off Approval Workflow

Loading Comp-Off approval workflow...

Configured Comp-Off Approval Matrix

Matrix Change Reason

OT & Comp-Off Treatment Matrix

Client HR decides how each Employee Category is treated for Normal Day, Weekly Off and Holiday. The software applies this Client-configured policy; it does not independently choose OT or Comp-Off.

Not Configured

Policy rule: OT and Comp-Off choices are available only where the corresponding feature is allotted by UnifyHR Central and the Client's own OT / Comp-Off policy permits that Employee Category and Day Type.

Employment Category	Normal Day	Weekly Off	Holiday
Loading Client treatment policy...

Change Reason

Client Policy Status

Loading the Client policy copied from UnifyHR Vanilla configuration.

Extra Hours Transactions & Bulk Upload

Payroll Phase 7.7 • Client HR entry and bulk upload. Treatment follows this Client's configured OT & Comp-Off policy.

Client HR policy controls the result.
Employment Category is fetched from Employee Master. Client HR's saved Treatment Matrix decides OT / Comp-Off / No Benefit for the selected Day Type.

Single Employee Entry

Use this when Client HR needs to enter one Extra Hours occurrence directly.

Payroll Month *

Employee Code *

Day Type *

Extra Hours *

Bulk Extra Hours Upload

No Date or Employment Category is required in the file. Select Payroll Month once here.

Payroll Month *

Upload File *

Columns: Employee Code | Day Type | Extra Hours

Bulk Upload Preview

Preview

Total Rows

Comp-Off

Invalid

Row	Employee	Category	Day Type	Extra Hours	Policy Treatment	Qualifying Result	Status / Reason

Client Extra Hours Transactions

Approved OT is posted once to the Payroll OT input queue. Approved Comp-Off is credited once to the employee Comp-Off ledger.

ID	Employee	Month	Day Type	Hours	Treatment	Result	Status	Posting	Source
No transactions loaded.

Comp-Off Ledger Controls

Client HR can review balance, record policy-valid utilization, post auditable adjustments, and synchronize expired credits.

Employee Code *

Utilize Days

Reference

Adjustment (+ / -)

Remarks / Adjustment Reason

Date	Type	Days	Remaining	Expiry	Reference / Remarks
Enter Employee Code and load ledger.

My Extra Hours

Submit Extra Hours where your Client HR policy allows OT or Comp-Off for your Employment Category.

Your Client HR policy determines the treatment.
UnifyHR reads your Employment Category from Employee Master and applies the Client HR Treatment Matrix for Normal Day, Weekly Off or Holiday.

Submit Extra Hours

Payroll Month *

Day Type *

Extra Hours *

My Comp-Off Balance

Approved Comp-Off credits, utilization, adjustments and expiry are reflected in this ledger.

0.00 Day(s)

My Extra Hours Requests

ID	Month	Day Type	Hours	Treatment	Result	Status
No requests loaded.

Extra Hours Approvals

Review OT / Comp-Off Extra Hours requests assigned to your current UnifyHR approval step.

Organization Structure

View your permitted organization hierarchy.

Organization Structure

0 Employees

Loading organization structure...

Employee Name	Designation

Employee Master

Manage employees across UnifyHR clients with tenant-based access.

Client

Status

Code	Employee	Client	Department	Designation	Reporting Manager	DOJ	Status	Action

My Profile

Personal details from your Employee Master record.

Employee

Change Profile Photo JPG/JPEG, PNG or WEBP. Maximum 2 MB. Photo updates immediately and does not require approval.

Personal Details

Personal changes require Client Super Admin approval.

Employee Name

—

Gender

—

Date of Birth

—

Blood Group

—

Marital Status

—

Marriage Date

—

Personal Email

—

Mobile Number

—

Alternate Mobile

—

Emergency Contact Name

—

Relationship

—

Emergency Contact Mobile

—

Edit Personal Details

Your Employee Master will not change immediately. The request will first go to the Client Super Admin for approval.

Personal Email

Mobile Number

Alternate Mobile

Gender *

Blood Group

Marital Status

Marriage Date

Emergency Contact Name

Relationship

Emergency Contact Mobile

My Profile Change Requests

Requested On	Changes	Status	Reviewed By	Remarks

Employment Details

Your official employment and organization information.

Employee Code

—

Employment Status

—

Client

—

Legal Entity

—

Location

—

Plant / Office

—

Department

—

Designation

—

Reporting Manager

—

Department Head

—

Date of Joining

—

Confirmation Date

—

Probation End Date

—

Employment Type

—

Employee Category

—

Grade

—

Work Location Type

—

Notice Period (Days)

—

Official Email

—

Bank Details

Your bank information available in Employee Master.

Bank Name

—

Account Number

—

IFSC

—

Bank Branch

—

My Government Registrations

Government and statutory registration identifiers linked to your employment.

PAN

—

Aadhaar Number

—

UAN

—

ESIC Number

—

These fields are read-only in ESS and will always be controlled through Employee Master / statutory administration.

My Documents

Upload and securely access your employment-related documents.

Upload Document

Document Type *

Document Name / Description

Select File * PDF, JPG/JPEG, PNG, DOC or DOCX. Maximum 10 MB.

Private Employee Document Storage

Uploaded files remain Pending until approved by your Client Super Admin. You may View and delete them while Pending/Rejected. Once Approved, the document is locked and remains View-only in the Employee portal; Download and Delete are not available.

Uploaded Documents

Type	Document	File	Size	Uploaded On	Status	Action

Employee Documents

View documents uploaded by employees of your organization.

Employee

Employee	Type	Document	File	Size	Uploaded By	Uploaded On	Status	Remarks	Action

My Separation

Manage your own resignation, status, exit interview and clearance.

Submission of Resignation

Submit your resignation and requested Last Working Date.

Notice Period

Employee

—

Employee Code

—

Notice Period Days

—

Short Notice Days

Notice-period counting rule: The Resignation Date is counted as Day 1. For example, for a 60-day notice period, the Expected Last Working Date is Resignation Date + 59 days.

Resignation Details

Resignation Date *

Expected Last Working Date

Requested Last Working Date *

Resignation Reason *

Employee Remarks

Resignation Status

Track your resignation approval journey and notice-period decision.

Separation Approvals

Review resignation and resignation-withdrawal requests assigned to your approval level.

If the Reporting Manager and Department Head are the same employee, only one departmental approval is required. After that approval, the resignation moves directly to Client Super Admin for final approval.

Manage Employee Separation

Client-level resignation tracking, final approval, notice-period waiver and recovery decision.

Employee	Resignation Date	Notice	Expected LWD	Requested LWD	Short Notice	Status	Withdrawal	Final LWD	Recovery Days	Action

Request Withdrawal of Resignation

Your original resignation will remain on record. It will be paused while the withdrawal request goes through Reporting Manager, Department Head and Client Super Admin approval.

Reason for Withdrawal *

Exit Interview

Complete your company-configured Exit Interview during the separation completion window.

No Dues Clearance

Track your department-wise No Dues Clearance in real time.

Manage Exit Interview Form

Build and version the Exit Interview form as per your company's policy.

Template Name *

Assigned Exit Interviewer

Saving changes creates a new version. Employees whose 7-day window has already opened keep the old snapshot.

Manage No Dues Form

Configure the clearance functions and checklist items required by your company.

Template Name *

COMMITTEE uses the No Dues Clearance Committee. REPORTING MANAGER and DEPARTMENT HEAD are assigned dynamically from Employee Master hierarchy. Saving creates a new version.

No Dues Clearance Committee

Manage the employees authorized to provide department-wise No Dues Clearance.

Clearance Function *

Committee Employee *

Plant / Office Scope

Location Scope

Status

Plant/Location-specific mappings take priority over generic company-wide mappings. Multiple active employees can be assigned to the same clearance function.

Function	Employee	Plant Scope	Location Scope	Status	Action

Exit Interview Reviews

Review submitted Exit Interviews assigned to you.

No Dues Approvals

Clear the No Dues checklist items assigned to you. All committee functions operate in parallel.

Final No Dues Closure

Monitor No Dues cases and perform final closure after all mandatory clearances are completed.

New Announcement

Announcement Title *

Message *

Priority

Audience

Role

Department

Plant / Office

Publish From

Expires On

Attachment / Reference URL

Active Announcement

Module

This module is part of the approved UnifyHR roadmap.

WORKSPACE READY

Module structure created

The menu and page have been prepared. Backend workflow and business rules will be connected in the relevant module development phase.

Employee Profile Change Requests

Approve or reject Employee Self Service profile changes.

Status

Employee	Requested On	Old → New	Status	Reviewed By	Action

Appearance

Personalize UnifyHR for your login without changing company branding for anyone else.

Font Size

Increase or decrease text size throughout the authenticated UnifyHR workspace. Your setting is saved only for your user account.

Interface Font Size

100% to 125% • 5% steps

100%

Personal Theme Color

Choose your own UnifyHR interface accent. This does not modify the Client logo, login page, or branding seen by other users.

Personal Preview

Buttons, selected menus, highlights and interface accents use your chosen color.

Personal setting only: font size and theme color are stored against your UnifyHR user login. Changing them does not affect another employee, Client HR user, or the Client's login-page branding.

Change Password

Change your UnifyHR account password.

Current / Temporary Password *

New Password * Minimum 8 characters. Do not reuse the temporary password.

Confirm New Password *

User Management

View UnifyHR system users and their access scope

ID	Username	Email	Role	Client	Plant / Office	Department	Employee Mapping	Status	Action

Role Management

View UnifyHR system roles

ID	Role Code	Role Name	Description	Status