Paylio guide · HR·FIN

HR & Finance guide

HR clears onboarding and runs payroll; Finance approves and pays it out. Everyone else depends on you being ready. Back-office screens are in English (Bangla is employee-facing).

HR: onboarding · people · calculate payroll
Finance: approve · disburse · tax

Who does what

The HR ↔ Finance split

Payroll is deliberately split so no one person both calculates and pays. Know your half:

HR: Calculate→HR: Submit for review→Finance: Approve→Finance: Disburse→HR: Email payslips

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The day-one bottleneck is yours (HR)

Every employee's first login waits on HR onboarding approval before they can do anything. On launch day, staff HR to approve that queue in real time — it is the single thing that unblocks the whole company.

HR · launch-critical

Approving onboarding

New joiners complete a 5-step wizard (password, profile, bank, documents) and submit. They sit as Under Review until you approve — and can't reach the app until you do.

People ▸ Onboarding screenshot — People ▸ OnboardingYour onboarding queue at /onboarding. Review each submission and approve — that flips them to active and lets them in.

HR · people lifecycle

Managing employees

People ▸ Employees screenshot — People ▸ EmployeesYour roster at /employees. Add Employee for one, or Bulk Import for many. Open anyone to edit their profile, or resend an invite.

Leave config

/leave → Configuration → Add type — set up leave types, accrual and carry-forward.

HR-stage approvals

You're stage 2. On /leave the Employee queue shows Pending approvals (organisation) with Approve selected for bulk.

Offboarding & F&F

/offboarding, /resignation and /fnf/clearances for exits.

HR · monthly

Running payroll

Go to /payroll → New payroll run, which opens the run.

Payroll ▸ Run screenshot — Payroll ▸ RunThe run drives itself by status. Tabs across the top: Overview, Results, Adjustments, Validation, Anomalies, Disbursement, Disputes.

01CalculateGenerates every employee's payslip (see the Results tab). Recalculate if you change inputs.
02Submit for reviewHands the run to Finance. Status → Under review. (The Approve button is Finance's, not yours.)
03Email PayslipsAfter Finance approves and disburses, bulk-send payslips to all staff.

Finance · pay it out

Approving & disbursing

Finance approves the run, then pays it out from the Disbursement tab.

Payroll ▸ Disbursement screenshot — Payroll ▸ DisbursementValidate → initiate → mark paid → finalize. Download bank files: NPSB CSV, BEFTN batch, plus bKash / Nagad / Rocket.

Approve→Validate BEFTN→Initiate Disbursement→Mark Paid→Finalize→Disbursed

If dual sign-off is on, the Org Admin/CEO Counter-signs after Finance approves — an extra safety check before money moves.

Finance · statutory

Tax & statutory

Payroll ▸ Tax screenshot — Payroll ▸ TaxThe tax workspace at /tax. Sub-sections: Declarations, Individual taxation, Form 108, eTDS, Tax slabs, TDS challans. Review and approve employee declarations here.

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Before launch, agree the hand-offs

HR can approve onboarding (day-one bottleneck) + add/bulk-import people · HR + Finance agree the payroll baton (HR Calculate → Submit, Finance Approve → Disburse, HR Email payslips) · Finance confirms the bank-file format your bank accepts · reporting lines are correct so approvals route to the right managers.