Overview Video

Step-by-Step Tutorial Guide

Step 1: Open the Compliance Setup Module

1. Log in to the TankhaPay Business Portal.

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

3. Click on Compliance Setup.

The Compliance Setup page displays all configured compliance policies.

Step 2: Create a New Compliance Setup

1. Click Add Compliance or Create New Compliance.

2. The Set Up Compliance window opens.

This page allows you to configure statutory compliance for employees.

Step 3: Select the Compliance Type

1. Click the Compliance Type dropdown.

2. 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

1. Open the State dropdown.

2. Choose the state where the compliance policy applies.

State-specific compliance ensures statutory rules are applied correctly.

Step 5: Configure Employee Applicability

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

2. 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

1. Click the Effective From field.

2. 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

1. Click Save or Submit.

2. Wait for the confirmation message.

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

Step 10: Verify the Created Compliance Record

1. Return to the Compliance Setup list.

2. Locate the newly created configuration.

3. 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:

1. Locate the compliance record.

2. Click the Edit icon.

3. Update the required information.

4. 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.