{"id":3530,"date":"2018-07-26T17:03:41","date_gmt":"2018-07-26T11:33:41","guid":{"rendered":"https:\/\/www.techjockey.com\/blog\/?p=3530"},"modified":"2025-12-31T13:46:51","modified_gmt":"2025-12-31T08:16:51","slug":"9-things-you-need-do-before-using-payroll-management-software","status":"publish","type":"post","link":"https:\/\/www.techjockey.com\/blog\/9-things-you-need-do-before-using-payroll-management-software","title":{"rendered":"9 Things You Need to Do Before Using Payroll Management Software"},"content":{"rendered":"\n<p>Using a payroll software can indeed save your time and money provided you know how to use it. You don\u2019t need an expert to operate a <a href=\"https:\/\/www.techjockey.com\/category\/payroll-management-software\">payroll management software<\/a>.<\/p>\n\n\n\n<p>If you have the requisite knowledge of your business requirement of payroll software, you are good to go! Getting started with a payroll software is easy as long as you know the exact purpose you are using it for.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.techjockey.com\/detail\/relyonsoft-saral-paypack?utm_source=Blog&amp;utm_medium=Blog_ad_banner&amp;utm_campaign=relyonsoft_saral_paypack_9_things_you_need_do_before_using_payroll_management_software\"><img decoding=\"async\" width=\"824\" height=\"150\" src=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2017\/12\/22120332\/Saral-PayPack-Blog-Banner.jpg\" alt=\"Saral PayPack Blog Banner\" class=\"wp-image-40529\" srcset=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2017\/12\/22120332\/Saral-PayPack-Blog-Banner.jpg 824w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2017\/12\/22120332\/Saral-PayPack-Blog-Banner-300x55.jpg 300w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2017\/12\/22120332\/Saral-PayPack-Blog-Banner-768x140.jpg 768w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2017\/12\/22120332\/Saral-PayPack-Blog-Banner-260x47.jpg 260w\" sizes=\"(max-width: 824px) 100vw, 824px\" \/><\/a><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-payroll-management-software-guide-with-key-points\"><span class=\"ez-toc-section\" id=\"payroll_management_software_guide_with_key_points\"><\/span>Payroll Management Software Guide With Key Points<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul>\n<li><a title=\"t1\" href=\"#T1\">Collect Complete Business Data<\/a><\/li>\n\n\n\n<li><a title=\"t2\" href=\"#T2\">Collect Employee Information<\/a><\/li>\n\n\n\n<li><a title=\"t3\" href=\"#T3\">Select Pay Period<\/a><\/li>\n\n\n\n<li><a title=\"t4\" href=\"#T4\">Should Meet Business Needs<\/a><\/li>\n\n\n\n<li><a title=\"t5\" href=\"#T5\">Solve Tax and Compliance Issues<\/a><\/li>\n\n\n\n<li><a title=\"t6\" href=\"#T6\">The Maker-Checker Module<\/a><\/li>\n\n\n\n<li><a title=\"t7\" href=\"#T7\">Select Start Date<\/a><\/li>\n\n\n\n<li><a title=\"t8\" href=\"#T8\">Collect Prior Payroll Data<\/a><\/li>\n\n\n\n<li><a title=\"t9\" href=\"#T9\">Choose Payment Method<\/a><\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_2.png\" alt=\"Payroll Management Software Guide\" class=\"wp-image-3531\" style=\"width:512px;height:268px\" width=\"512\" height=\"268\" srcset=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_2.png 1024w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_2-300x157.png 300w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_2-768x402.png 768w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-collect-complete-business-data\"><span class=\"ez-toc-section\" id=\"1_collect_complete_business_data\"><\/span>1. Collect Complete Business Data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Gather complete information related to your business is the first point in the Payroll Management Software Guide. Any payroll software requires complete information related to your business, to begin with. Your business\u2019s legal name, address, and DBA, i.e., \u2018doing business as\u2019 name.<\/p>\n\n\n\n<p>Therefore, before you invest in a payroll software, ensure that you get your business registered with the state or the person authorized as per your country\u2019s company law.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_609\"><h3><span class=\"ez-toc-section\" id=\"saral_paypack\"><\/span>Saral Paypack<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"609\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-collect-employee-information\"><span class=\"ez-toc-section\" id=\"2_collect_employee_information\"><\/span>2. Collect Employee Information<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Just like business details, you need employees&#8217; details as well, beforehand. You need the following pieces of employees&#8217; information to run payroll:<\/p>\n\n\n\n<p><em>* Legal name<\/em><\/p>\n\n\n\n<p><em>* Address<\/em><\/p>\n\n\n\n<p><em>* PAN<\/em><\/p>\n\n\n\n<p><em>* Aadhaar number<\/em><\/p>\n\n\n\n<p><em>* Tax filing status<\/em><\/p>\n\n\n\n<p>You can get all of this information from the form that employees fill aout t the time of joining. As an employer, you need to keep all these details on hand for the purpose of payroll.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_25847\"><h3><span class=\"ez-toc-section\" id=\"razorpayx_payroll\"><\/span>RazorpayX Payroll<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"25847\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-select-pay-period\"><span class=\"ez-toc-section\" id=\"3_select_pay_period\"><\/span>3. Select Pay Period<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_3.jpg\" alt=\"Select the Pay Period\" class=\"wp-image-3532\" style=\"width:512px;height:268px\" width=\"512\" height=\"268\" srcset=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_3.jpg 1024w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_3-300x157.jpg 300w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_3-768x402.jpg 768w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><\/div>\n\n\n<p>This payroll management software guide suggests you to choose your pay period before you invest in the software. You need to put in payment period in the software as per your company\u2019s cash flow i.e. weekly, monthly or fortnightly.<\/p>\n\n\n\n<p>If the payment period doesn\u2019t continue to be the same as before, then you can also make the changes. Also, it can be different for different employees. For example, you pay your in-house employees on monthly basis but pay to a freelancer on a daily or bi-weekly basis. Therefore, information in the pay period needs to be updated accordingly.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_3404\"><h3><span class=\"ez-toc-section\" id=\"perk_payroll\"><\/span>Perk Payroll<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"3404\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-should-meet-business-needs\"><span class=\"ez-toc-section\" id=\"4_should_meet_business_needs\"><\/span>4. Should Meet Business Needs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>This is one of the most important points in payroll management software guide as your investment in the software would prove futile if it fails to meet your business needs.<\/p>\n\n\n\n<p>Before sorting the <a href=\"https:\/\/www.techjockey.com\/blog\/top-10-payroll-software-for-growing-businesses\">list of payroll software<\/a>, you need to sort your business requirements. Find out what you want your payroll software to do. For instance, you need it to calculate salary (before and after deduction) generate payslip, calculate reimbursements, and track leaves, make sure it come with all these features. Apart from these, there are a few must-have features for your payroll software:<\/p>\n\n\n\n<p><em>* Payroll tax filing<\/em><\/p>\n\n\n\n<p><em>* Multiple device compatibility<\/em><\/p>\n\n\n\n<p><em>* Leave and attendance tracking<\/em><\/p>\n\n\n\n<p><em>* Employee &amp; authorized accessibility<\/em><\/p>\n\n\n\n<p><em>* Data security<\/em><\/p>\n\n\n\n<p>Once you become sure of the needs, choosing a payroll software will no longer be difficult.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-solve-tax-and-compliance-issues\"><span class=\"ez-toc-section\" id=\"5_solve_tax_and_compliance_issues\"><\/span>5. Solve Tax and Compliance Issues<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As per this payroll management software guide, the payroll software you choose must help you in managing compliance-related issues. A payroll software that assists in <a href=\"https:\/\/www.techjockey.com\/category\/income-tax-software\">tax calculation<\/a> must also help you in complying with legal requirements. It should keep you updated with the statutory requirements. It must remind you about the reports that should be submitted to the respective department.<\/p>\n\n\n\n<p>A payroll software featuring the coverage of all law, tax and compliance issues is must, as negligence on this part can result in litigation.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_16022\"><h3><span class=\"ez-toc-section\" id=\"zimyo_payroll\"><\/span>Zimyo Payroll<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"16022\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-the-maker-checker-module\"><span class=\"ez-toc-section\" id=\"6_the_maker-checker_module\"><\/span>6. The Maker-Checker Module<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The maker-checker is another important feature to be mentioned in this payroll management software guide. It means that each transaction should be completed by two people- The maker and the checker. The maker will pass the entry and the checker will approve the same. Let\u2019s say that payroll is calculated by the \u2018maker\u2019, authorized by the \u2019checker\u2019 before being finally paid to employees. This mechanism ensures proper control of the system and it reduces the probability of any error.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_712\"><h3><span class=\"ez-toc-section\" id=\"marg_payroll_software\"><\/span>Marg Payroll Software<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"712\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-select-start-date\"><span class=\"ez-toc-section\" id=\"7_select_start_date\"><\/span>7. Select Start Date<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The payroll management software guide suggests that there should be gap between when you purchase the software and when you use it. You should be clear about the start date i.e. from the day when you will put the software to use. This gap is suggested in case you have any data to upload on new software. At times, the software company takes time to verify your account. So, to be on safer side, it is wise to have a reasonable gap.<\/p>\n\n\n\n<div class=\"wp-block-tj-custom-product-block-custom-product-card custom-product-card-plugin-style\" id=\"tagged_prod_container_3028\"><h3><span class=\"ez-toc-section\" id=\"spine_payroll_software\"><\/span>Spine Payroll Software<span class=\"ez-toc-section-end\"><\/span><\/h3><input type=\"hidden\" name=\"tagged_product[]\" value=\"3028\"\/><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-collect-prior-payroll-data\"><span class=\"ez-toc-section\" id=\"8_collect_prior_payroll_data\"><\/span>8. Collect Prior Payroll Data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If this is your first time with payroll software, you need to enter the records containing employees\u2019 personal details, benefits, payment method, etc from the start. However, if you are an employer switching from one payroll to another, there will be some payroll history. You need to enter those previous records to help software calculate tax and deductions precisely.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-choose-payment-method\"><span class=\"ez-toc-section\" id=\"9_choose_payment_method\"><\/span>9. Choose Payment Method<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_4.png\" alt=\"Choose Payment Metho\" class=\"wp-image-3533\" style=\"width:512px;height:268px\" width=\"512\" height=\"268\" srcset=\"https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_4.png 1024w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_4-300x157.png 300w, https:\/\/cdn.techjockey.com\/blog\/wp-content\/uploads\/2018\/07\/Payroll-management_4-768x402.png 768w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure><\/div>\n\n\n<p>You might pay your employee via cheque, cash, direct transfer, payroll cards, etc. Choose your method and accordingly set it up in the payroll software. It is crucial to know not only because you will have to set the method but also feed other information accordingly.<\/p>\n\n\n\n<p>In case you choose to pay by direct deposit, you need to provide software with bank name, address, account details, IFSC code, etc that of yours as well as employee. Also, this will complete the&nbsp;checklist for an Integrated Payroll solution 2019.<\/p>\n\n\n\n<p>With this mini <a href=\"https:\/\/www.techjockey.com\/blog\/best-payroll-software-smbs\">payroll management software guide<\/a> choosing and using the software won\u2019t be scary anymore.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using a payroll software can indeed save your time and money provided you know how to use it. You don\u2019t need an expert to operate a payroll management software. If you have the requisite knowledge of your business requirement of payroll software, you are good to go! Getting started with a payroll software is easy [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":33649,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7568],"tags":[170,1957,1960],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v22.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>9 Things You Need to Do Before Using Payroll Management Software<\/title>\n<meta name=\"description\" content=\"Are you planning to buy a payroll software but are confused which one to go for? 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