Compliance Setup

Overview Video
Step-by-Step Tutorial Guide 

 Step 1: Open the Compliance Setup Module 

 

 

 Log in to the TankhaPay Business Portal. 

 

 

 From the left-side navigation menu, navigate to Compliance Management . 

 

 

 Click on Compliance Setup . 

 

 

 The Compliance Setup page displays all configured compliance policies. 

 Step 2: Create a New Compliance Setup 

 

 

 Click Add Compliance or Create New Compliance . 

 

 

 The Set Up Compliance window opens. 

 

 

 This page allows you to configure statutory compliance for employees. 

 Step 3: Select the Compliance Type 

 

 

 Click the Compliance Type dropdown. 

 

 

 Select the statutory compliance you want to configure. 

 

 

 Examples may include: 

 

 

 EPF (Provident Fund) 

 

 

 ESIC 

 

 

 Professional Tax 

 

 

 Labour Welfare Fund (LWF) 

 

 

 Other statutory compliances 

 

 

 Select the compliance applicable to your organization. 

 Step 4: Select the Applicable State 

 

 

 Open the State dropdown. 

 

 

 Choose the state where the compliance policy applies. 

 

 

 State-specific compliance ensures statutory rules are applied correctly. 

 Step 5: Configure Employee Applicability 

 

 

 Select the employees or employee category for whom the compliance setup is applicable. 

 

 

 Depending on your configuration, you can assign compliance based on: 

 

 

 Employee 

 

 

 Department 

 

 

 Designation 

 

 

 Branch 

 

 

 Business Unit 

 

 

 

 

 This ensures compliance is applied only to eligible employees. 

 Step 6: Set the Effective Date 

 

 

 Click the Effective From field. 

 

 

 Select the date from which the compliance rule should become active. 

 

 

 The selected date determines when the compliance calculations begin. 

 Step 7: Configure Additional Compliance Details 

 Depending on the selected compliance type, configure additional settings such as: 

 

 

 Compliance Category 

 

 

 Contribution Rules 

 

 

 Employer Contribution 

 

 

 Employee Contribution 

 

 

 Applicable Salary Limits 

 

 

 Compliance Frequency 

 

 

 These settings ensure payroll calculations follow statutory requirements. 

 Step 8: Review the Compliance Configuration 

 Before saving, verify: 

 

 

 Compliance Type 

 

 

 Applicable State 

 

 

 Employee Applicability 

 

 

 Effective Date 

 

 

 Compliance Rules 

 

 

 Ensure all information is accurate before proceeding. 

 Step 9: Save the Compliance Setup 

 

 

 Click Save or Submit . 

 

 

 Wait for the confirmation message. 

 

 

 The compliance configuration is successfully created and becomes available for payroll processing. 

 Step 10: Verify the Created Compliance Record 

 

 

 Return to the Compliance Setup list. 

 

 

 Locate the newly created configuration. 

 

 

 Verify: 

 

 

 Compliance Name 

 

 

 State 

 

 

 Effective Date 

 

 

 Status 

 

 

 

 

 This confirms the compliance setup has been saved successfully. 

 Step 11: Edit Existing Compliance Settings 

 If organizational or statutory requirements change: 

 

 

 Locate the compliance record. 

 

 

 Click the Edit icon. 

 

 

 Update the required information. 

 

 

 Save the changes. 

 

 

 This ensures compliance settings remain aligned with the latest regulations. 

 Step 12: Manage Compliance Configurations 

 From the Compliance Setup page, administrators can: 

 

 

 View compliance records 

 

 

 Edit compliance settings 

 

 

 Activate or deactivate compliance 

 

 

 Search and filter compliance configurations 

 

 

 Maintain statutory compliance policies 

 

 

 Regular reviews help ensure ongoing compliance with legal and payroll requirements. 

 Key Benefits of Compliance Setup 

 

 

 Centralized statutory compliance management 

 

 

 State-wise compliance configuration 

 

 

 Employee-specific applicability 

 

 

 Accurate payroll compliance calculations 

 

 

 Simplified compliance administration 

 

 

 Improved statutory accuracy 

 

 

 Reduced manual configuration effort 

 

 

 End of Tutorial 

 You have successfully learned how to configure   Compliance Setup in the TankhaPay Business Portal. Proper compliance configuration ensures statutory deductions and employer contributions are calculated accurately, helping organizations maintain compliance while streamlining payroll operations.