How to Configure General Payro...

The General Settings section in Zuri HR lets you fine-tune payroll operations by defining overtime rates, bank account configurations for salary disbursement, and currency settings for local or multi-national payroll.

Step 1: Log In to Zuri HR

1. Open your Zuri HR portal in your browser.

2. Enter your admin credentials and click Log In.

Step 2: Navigate to General Settings

1. Go to the Settings section in the left sidebar.

2. Select the Payroll submenu.

3. At the top of the page, you will see tabs:

   • Payroll Settings

   • Formulas

   • Pay Slip Design

   • General Setting

4. Click on the General Setting tab to open payroll-wide configuration options.

General Settings Menu 

On the left panel, you’ll see three configuration sections:

• Overtime Rates

• Bank Settings

• Currency

1. Overtime Rates

Set the rules that define how overtime is calculated and how partial months are paid:

Overtime Type

• Normal Working Days – e.g., 1.5x of hourly rate

• Non-Working Days (e.g., Off Days) – e.g., 1.5x

• Holidays – e.g., 2x pay

Partial Month Payment Options

• Prorate Basic Pay (Calendar) – based on actual calendar days

• Prorate Basic Pay (Daily Rate) – based on working days only

• Full Month Payment – pays full salary regardless of start/end date

Tip: Choose the method that aligns with your company’s employment contract terms.

2. Bank Settings

Configure the banking details used for employee salary disbursement.

• Add your company’s:

  • Sort Code

  • Account Number

• These details will be used when generating net pay submissions for upload to bank portals.

Tip: Double-check with your finance before saving.

 3. Currency Settings

Handle multi-currency payrolls or set your organization’s base currency:

• Base Currency – Select your organization’s default currency (e.g., KES, USD).

• Other Currencies – Add foreign currencies manually:

  • First, search from the system the current exchange rate

  • Then, input the preferred rate you’d like Zuri HR to use in calculations

Tip: Update rates regularly if you're paying international employees or suppliers.

Pro Tips

• Use realistic overtime rates to avoid payroll discrepancies.

• Align your proration method with how leave and onboarding/offboarding are handled.

• Make sure your bank details match the bank file format used by your payroll bank.

• Regularly update exchange rates for international accuracy.

Need Support?
Contact your Zuri HR admin or email support@zurihr.com for setup assistance.