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As an admin, how do I create a salary template in Asanify?

Save a salary breakup once as a template, with its CTC, components and statutory compliances, and use it to start any employee’s salary in Add Salary.

Written by Vaibhav Kashyap

Step 1 - Open Salary templates

Sign in as a Tenant admin (HR-only admins cannot manage templates). In the left navigation, open Salary Components. Select your India entity with Select Country if you have more than one country.

Open the Salary templates tab (/SalaryComponents/SalaryTemplates). If the list is empty, use New salary template in the empty state. If templates already exist, use New template in the right-hand panel.

Tip: Set up any custom earnings or custom deductions you need in Salary Components before building the breakup, so you can add them in the wizard.


Step 2 - Enter basic details and statutory compliances

On the New salary template page, complete the Basic card:

  • Template name (required): must be unique in your company.

  • Employment type: Employee (contractor templates are not supported yet).

  • Optional Description: click Add description if you want a note for other admins.

Answer which statutory compliances apply to this template (PF, ESI, PT, LWF, and related options), then continue to the next step.


Step 3 - Set CTC

Enter the annual CTC and pay frequency/currency for the template (defaults follow your India payroll setup). Move to the breakup step when the CTC is valid.


Step 4 - Configure the salary breakup

Adjust Basic, HRA, Special allowance, and any optional components. You can add custom earnings, deductions, or reimbursements from your catalog. Ensure component amounts reconcile to the CTC (Asanify flags a mismatch if lines do not add up).


Step 5 - Review and save

On Summary, review the structure and compliances. Click Save template. On success you return to the Salary templates list and see a confirmation that the template was saved. The new template appears as Active with version v1.


Additional Information

Prerequisites

  • Admin access with Salary Components (not HR-restricted).

  • At least one Indian entity so the templates tab can load; otherwise use Retry after fixing entity/country setup.

Common errors

  • Duplicate name: choose another Template name (you are returned to the compliance step).

  • CTC mismatch or negative special allowance: return to Breakup or Summary and fix amounts.

  • View-only banner: your role can view but not create templates (403 from the server).

What templates do not change

Saving or editing a template never changes salaries already created from an earlier version; employees keep the version they started from.

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