Payrista Help Center

Documentation that guides users step by step

Find the exact page, understand when to use it, and follow practical instructions for setup, attendance, payroll, approvals, reports, billing, and compliance.

12

Page guides

4

Core workflows

6

Quick playbooks

How to use this hub

Start with search, then follow the steps inside each card.

Search your topic

Try “payroll”, “holiday”, “approval”, “kiosk”, or a page name.

Open the matching guide

Each card explains what the page is for and the basic order of work.

Follow the workflow

Use the workflow section when you are completing a full process end to end.

Documentation library

Choose the page or feature you need help with

Each guide explains when to use the page, what to check first, and the correct sequence to follow.

Showing 12 results

Start Here

Use this when setting up Payrista for the first time or when a new admin needs orientation.

Basic steps

  1. 1Create or confirm company settings
  2. 2Add your first branch
  3. 3Generate pairing codes
  4. 4Invite employees
  5. 5Run a small payroll test
Use this guide before editing live payroll or attendance records.

Branches & Company Setup

Configure branches, operating rules, kiosk behavior, grace periods, service charge options, and branch isolation.

Basic steps

  1. 1Create each branch
  2. 2Set attendance and break rules
  3. 3Enable kiosk or face recognition if needed
  4. 4Review branch access permissions
Use this guide before editing live payroll or attendance records.

Employees & Onboarding

Guide employees from registration to approved profiles, government IDs, salary setup, documents, and portal access.

Basic steps

  1. 1Share company pairing code
  2. 2Approve employee account
  3. 3Complete employee profile and pay settings
  4. 4Upload required 201 documents
  5. 5Confirm portal access
Use this guide before editing live payroll or attendance records.

Kiosk, Attendance & GPS

Help staff time in/out using PIN or face recognition, then review attendance, late, undertime, breaks, OT, and GPS logs.

Basic steps

  1. 1Pair kiosk device to branch
  2. 2Enroll employee face or PIN
  3. 3Let employees time in/out daily
  4. 4Review logs and anomalies
  5. 5Adjust records only when needed
Use this guide before editing live payroll or attendance records.

Schedules, Holidays & Work Filings

Understand schedules, leave, overtime, holiday filings, shift swaps, and when requests are auto-approved or manually approved.

Basic steps

  1. 1Create employee schedules
  2. 2Set holidays in Holiday Calendar
  3. 3Configure Work Types approval rules
  4. 4Employees submit filings
  5. 5Managers approve requests that require review
Use this guide before editing live payroll or attendance records.

Payroll, Payslips & Adjustments

Generate payroll from attendance, schedules, filings, contributions, loans, service charge, incentives, and manual adjustments.

Basic steps

  1. 1Create payroll period
  2. 2Review attendance and filings
  3. 3Generate payroll run
  4. 4Preview and adjust payslips
  5. 5Release or email payslips
Use this guide before editing live payroll or attendance records.

Service Charge & Payroll Add-ons

Set VAT, management share, late exclusions, employee loans, commissions, tenure incentives, and recurring earnings.

Basic steps

  1. 1Enable branch service charge
  2. 2Enter daily or period totals
  3. 3Review eligibility rules
  4. 4Generate payroll to include computed amounts
Use this guide before editing live payroll or attendance records.

Access, Security & Compliance

Control who can view, create, edit, approve, or delete records while keeping branch and tenant data isolated.

Basic steps

  1. 1Review default role access
  2. 2Adjust Page Access Defaults
  3. 3Assign branch access
  4. 4Monitor audit logs and compliance reports
Use this guide before editing live payroll or attendance records.

Reports & Government Compliance

Use payroll reports, attendance summaries, DOLE/BIR exports, 13th month reports, BIR 2316, and government remittance tools.

Basic steps

  1. 1Choose the report page
  2. 2Select period and branch
  3. 3Review totals and missing data warnings
  4. 4Export or generate official forms
Use this guide before editing live payroll or attendance records.

Google Sheets & Payroll Master

Connect Google Sheets for branch payroll tabs, master payroll sync, and centralized reporting outside the app.

Basic steps

  1. 1Connect Google Sheets
  2. 2Initialize master sheet
  3. 3Review branch tabs
  4. 4Sync payroll after review
Use this guide before editing live payroll or attendance records.

Credits, Billing & Payment Methods

Understand credit usage, plans, Stripe card setup, auto-replenishment, invoices, and subscription renewal behavior.

Basic steps

  1. 1Check credit balance
  2. 2Review action costs
  3. 3Add payment method
  4. 4Enable auto-replenishment if desired
Use this guide before editing live payroll or attendance records.

FAQs & Troubleshooting

Find answers for common questions, missing records, payroll differences, login issues, and setup confusion.

Basic steps

  1. 1Search your issue
  2. 2Read the likely cause
  3. 3Follow the recommended fix
  4. 4Ask an admin if permissions are missing
Use this guide before editing live payroll or attendance records.
Real workflows

Follow these when you are completing a full process

These are practical sequences users can follow when they are unsure what to do first, what to review, and what comes next.

Run payroll correctly from start to finish

For: Admin / HR Accurate payroll with reviewed payslips ready for release.
  1. 1Confirm branches, employees, salaries, and contribution settings are complete.
  2. 2Create or select the payroll period for the cutoff.
  3. 3Review attendance logs, schedules, work filings, holidays, and service charge entries.
  4. 4Generate payroll, then open Payroll Preview to check gross pay, deductions, net pay, and warnings.
  5. 5Add one-time payslip adjustments only after verifying the computation.
  6. 6Release or email payslips after final review.

Set up employee time tracking

For: Admin / Branch Manager Employees can time in/out and attendance flows into payroll.
  1. 1Create the branch and confirm attendance rules such as grace period and break settings.
  2. 2Pair the kiosk device to the correct branch.
  3. 3Make sure each employee has an approved profile, branch assignment, and PIN or face enrollment.
  4. 4Let employees time in/out daily using kiosk buttons.
  5. 5Review Attendance Log Management for missing time-outs, late minutes, undertime, GPS, and corrections.

Handle leave, overtime, holidays, and approvals

For: Admin / Manager / Employee Requests are routed properly and payroll uses approved records.
  1. 1Create Work Types and decide if each type requires manual approval.
  2. 2Use Holiday Calendar for regular and special holidays so payroll recognizes holiday dates.
  3. 3Employees submit leave, OT, holiday, or special work filings from My Filings.
  4. 4Requests with “Requires Approval” stay pending until an approver reviews them.
  5. 5Auto-approved work types can be used for trusted flows such as kiosk-generated OT, depending on your settings.
  6. 6Approved filings are included when payroll is generated.

Onboard a new employee

For: Admin / HR / Employee Employee profile is complete and ready for scheduling, attendance, and payroll.
  1. 1Share the company or branch pairing code with the employee.
  2. 2Employee registers and completes onboarding details.
  3. 3Admin reviews and approves the employee account.
  4. 4Complete salary, branch, role, government IDs, and payroll settings.
  5. 5Upload or request required onboarding documents.
  6. 6Confirm the employee can access their portal, schedule, attendance, filings, and payslips.
Quick page playbooks

Know exactly which page to open

Use these short playbooks when a user asks “where do I do this?” or “why is this not appearing in payroll?”

Work Types

Use when: You need to define leave, overtime, holiday, regular, or special filing types.

How to use: Set the category, pay multiplier, paid/unpaid status, annual limit for leave, and whether manager approval is required.

Holiday Calendar

Use when: You need payroll to recognize regular holidays, special holidays, or company-specific non-working days.

How to use: Add holiday dates before payroll generation and confirm if the holiday should affect pay rules.

Schedules

Use when: You need to assign employee shifts, rest days, or planned work dates.

How to use: Create schedules by employee and date, then review late/undertime rules before payroll.

Work Filings

Use when: Managers or HR need to review leave, overtime, holiday work, and special work requests.

How to use: Filter pending requests, open each filing, review proof and schedule impact, then approve or reject.

Payroll Preview

Use when: Payroll has been generated and needs final review.

How to use: Check warnings, employee totals, branch breakdowns, deductions, adjustments, and net pay before release.

Page Access Defaults

Use when: A user cannot see or use a page they need.

How to use: Find the page, choose the role, then enable visibility and the correct view/create/edit/delete/approve permissions.