> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile Setup

> After you log in to your Payroll Account as a first-time user, you must set up your employee profile. This includes the following:

* [View and update your user profile](#set-up-profile) including statutory payments (TDS, PF and more), leave set up, user roles, benefits availed and more.
* [Upload an identity photo](#upload-photo).
* [Upload necessary documents](#upload-documents).
* [Customise notifications preferences](#set-preferences).
* [Customise and manage 2FA modes](#change-default-2fa-mode).

## Set Up Profile

The user profile provides a detailed view of your employment, attendance payment and benefits information.

**SUCCESS**

**Available Now!**

Watch the video on to how to [set up employee profile](/payroll/video-tutorials#set-up-my-profile).

To set up your user profile:

1. Log in to the [Payroll Dashboard](https://payroll.razorpay.com/dashboard).
2. Go to the user profile icon at the top-right corner of the page and click **My profile**. This opens your user profile.

You can view and edit your personal, payment and employment details in **User Profile** such as the following:

### Basic Information

In the **Basic Information** section, you can view your employment details:

* **Type** as in Employee or Contractor
* **Registered Email**
* **Date of Hiring**
* **Title**
* **Employee ID**
* **Department**
* **Manager**
* **Location** of employment
* **Last Login**

Click **EDIT** and change your name as necessary. Click **CONTINUE** to save your changes.

### Upload Photo

Click **Upload Photo** in the right pane to add your photo.

Ensure your photo is a 300x300 pixels close-up of your face. Choose the file to upload and click **UPLOAD PHOTO**.

### Compensation & Perquisites

In the **Compensation & Perquisites** section, you can view:

* **Annual Salary**. This is your CTC. To view the salary break down, navigate to **My Pay Slips**.
* **Number of Bonuses**. Click **VIEW BONUS** to view the bonuses you were paid.

Know more about [perquisites](https://razorpay.com/payroll/learn/perquisites-meaning/).

### Advance Salary

In the **Advance Salary** section, you can view:

* **Advance Salary**, if you have availed it.
* **Advance Salary EMI** amount. Your employer deducts this amount from your monthly salary.

### Leaves & Attendance

In the **Leaves & Attendance** section, you can view:

* **Shift timing**. This can be either:
  * **Default shift** or the working hours defined in your offer letter.
  * Custom shift with timings. For example, `12:30 - 17:30`.
* Total **Earned Leaves** balance.
* Other leaves' balance as configured by your organisation. For example, **Medical leaves**.

### Past Payroll in FY

In the **Past Payroll in FY** section, you can view:

* Total **Taxable Salary**.
* **Exemption** from salary.
* TDS deducted for the previous year.
* **Previous Employer(s) Taxable Salary**.
* **Previous Employe(s) TDS Deducted**.

<Warning>
  **Watch Out!**

  This section is visible to you only when previous financial year's payroll data is available with RazorpayX Payroll.
</Warning>

### Payment Information

In the Payment Information section, you can view the following. Click **EDIT** to change:

* PAN (Permanent Account Number)
* **Bank Account Number**. Enter your bank account number twice to confirm.
* **IFSC Code**. You can find the IFSC in your bank account's cheque book or you can search online at [bankifsccode.com](https://bankifsccode.com/).
* Beneficiary Name
* Payment mode. Possible options:
  * Default, as set up by your organisation.
  * IMPS
  * NEFT

Click **CONTINUE** to save your changes or click **SKIP** to provide details on a later date.

### Provident Fund, Professional Tax, ESI, LWF

In this section, you can check the compliance payments and their statuses.

* **PF Status**: Can be disabled for you, or you have opted in/opted out. Contact your HR/organisation administrator to make changes.
* **PF UAN**: Provide your UAN if applicable. If you do not have a UAN, Payroll can register you for PF and generate a UAN.
* **Professional Tax**: If your employment location state in India (as set in Basic information) collects Professional Tax, the status is `Enabled`.
* **ESIC Status**: Shows the status of your ESIC registration for employees.
* **ESIC IP Number**: View the unique ESIC ID called ESIC IP number.

### Other Information

In this section, you can add other information to your Payroll account.

* **Phone number**: Add your phone number to receive salary credit notifications from Payroll.

  You can also configure Two-factor authentication using your phone number and OTP and enhance security. 2FA is possible only if your employer has enabled it for you.
* **WhatsApp Integration**: If your organisation has integrated Payroll with WhatsApp, you can receive your monthly payslips on your WhatsApp chat.

  Select the check box to enable the feature.
* **Gender**: Select your gender from the options in the drop-down menu.
* **Date of Birth**: Click the text box to open the calendar modal and enter your date of birth.
* **Blood group**: Enter your blood group in the text box.
* **Business Unit**: Provide the business unit you belong to. This is usually pre-configured for you by your organisation.

Click **CONTINUE** to save your changes.

* Click **SKIP** to save the changes made and skip adding the other information.
* Click **CANCEL** to discard your changes.

### User Roles & Permissions

In this section, you can view your role as defined by your organisation. By default, you are an **Employee/Contractor**.

Other roles are visible if you are added as a collaborator or are assigned any User Roles by the Payroll Administrator.

## Set Preferences

You can set email preferences for events and modify your password on the Preferences page.

1. Log in to the [Payroll Dashboard](https://payroll.razorpay.com/dashboard).
2. Navigate to the user profile icon and click **Preferences**.
3. On the Preferences page, you can change the following:

### Change the Password

To change your password:

1. Click **RESET** against **Password**.
2. In the Reset Password pop-up modal, click **RESET PASSWORD**.

This sends you a password reset email to your registered email address. Follow the link in your email to reset your password.

### Change Email Preferences

To set email preferences:

1. Go to **Email Preferences** on the **Preferences** page.
2. Select and clear the check boxes against the events listed on-screen.
3. Click **SAVE PREFERENCES**.

You have successfully changed your email preferences to receive notifications only for the selected events.

### Change Default 2FA Mode

To change the default 2FA mode:

1. Go to [**My profile**](#set-preferences) → **Preferences** page.
2. Navigate to **Two Factor Authentication** → **MANAGE**.
3. Select between either **Email** or **Authenticator app** as the preferred mode of authentication. Click **CONTINUE**.

   If you select **Authenticator app**:

   1. Download the preferred authenticator app on your mobile device.
   2. Scan the QR code displayed on the **Authenticator App Setup** page.
   3. Enter the 6-digit code from the authenticator app.
   4. Click **VERIFY & SETUP**.

   This successfully changes the default 2FA mode.

## Upload Documents

As directed by your HR/Manager, you can upload the relevant documents on the Payroll Dashboard. To upload documents:

1. Log in to the [Payroll Dashboard](https://payroll.razorpay.com/dashboard).
2. Navigate to **Documents** in the left menu. You can also navigate to **Reminders** and click **documents**.
3. Select the type of document to upload using the drop-down menu. You can also add a description
4. Select the relevant documents to upload. Refresh the page to cancel the upload.
5. Click **UPLOAD DOCUMENT(S)**.

You have successfully uploaded your documents to Payroll.

### Related Information

* [IT Declarations](/payroll/employees/declarations)
* [Employee Onboarding](/payroll/employees#onboarding)