Pay Data Import
Overview
The Pay Data Import feature allows you to upload salary-related information for employees in bulk. Instead of entering each employee’s salary, allowances, deductions, and tax details manually, you can prepare the data in a structured Excel file and import it directly into CrmLeaf. This makes payroll processing faster, more accurate, and consistent.
Steps:
- Login to your CrmLeaf account.
- From the main menu, go to HRMS → Import Payroll.
- On the Import Payroll page, click Download Sample File.
- The file contains predefined column headers required by CrmLeaf (such as Employee ID, Basic Salary, Allowances, Deductions, and Tax).
- Using this format ensures that your data matches the system requirements.
- Then click on Choose a file → select the xls file → then click Upload and Process
- In the next page you need to map the field with the data.
- Review the file carefully to ensure calculations and values are correct.
Generate Payroll Reports
Log in to your CRMLeaf account.
From the main menu, go to HRMS → Payroll Report
Here you can download the following reports
- Salary register
- Pay Summary
- PF Statement
- Attendance Summary
- Overtime Payment
- Bank Statement
- Salary Certificate
- Pay Difference Statement
- TDS Deduction
- ESI Deduction
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Salary Register
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Salary Register → click on Export Salary Register Report
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Pay Summary
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Pay Summary → click on Export Pay Summary
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PF Statement
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on PF Statement → click on Download PF Statement
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Attendance Summary
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Attendance Summary → click on Export Attendance Summary
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Overtime Payment
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Overtime Payment → click on Export Overtime Payment Report
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Bank Statement
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Bank Statement → click on Export Bank Statement Report
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Salary Certificate
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on Salary Certificate → click on Export Salary Certificate Report
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TDS Deduction
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on TDS Deduction → click on Export TDS Deduction
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ESI Deduction
Navigate to the menu → Click HRMS → Click Payroll Report
Navigate to the left side of Payroll Report → click on ESI Deduction → click on Export ESI Deduction
Statutory Filings & Returns
Login to your CrmLeaf account.
From the main menu, go to HRMS → Statutory Filings & Returns
Here you can download the following reports
- PF Return (ECR)
- PF Form 5
- PF Form 10
- PF Form 12A
- PF Form 3A (Monthly)
- PF Form 6A (Annual)
- ESI Return
- TDS Return (24Q)
- Professional Tax Return
- LWF Return
- Government Forms
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PF Return (ECR)
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Return (ECR) → click on Export ECR
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PF Form 5
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Form 5 → click on Export PF Form 5
-
PF Form 10
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Form 10 → click on Export PF Form 10
-
PF Form 12A
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Form 12A → click on Export PF Form 12A
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PF Form 3A (Monthly)
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Form 3A (Monthly) → click on Export PF Form 3A
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PF Form 6A (Annual)
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on PF Form 6A (Annual) → click on Export PF Form 6A
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ESI Return
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on ESI Return → click on Export ESI Return
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TDS Return (24Q)
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on TDS Return (24Q) → click on Export TDS Return (24Q)
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Professional Tax Return
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on Professional Tax Return → click on Export Professional Tax Return
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LWF Return
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on LWF Return → click on Export LWF Return
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Government Forms
Navigate to the menu → Click HRMS → Click Statutory Filings & Returns
Navigate to the left side of Statutory Filings & Returns → click on Government Forms →View or Edit the form you need
