Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Pabbly, Pabbly Studio, PayDoc, PayDock, and Pabbly Plus, first, access Pabbly Connect. Open a new tab and visit pabbly.com to reach the main page.

Once there, you can either log into your existing account or sign up for a free trial. Click on the “Free Sign Up” button if you’re new. After logging in, you will see all Pabbly applications listed on your dashboard. For this tutorial, click on “Pabbly Studio” to begin building your application.

2. Creating the PayDoc Application in Pabbly Studio

In Pabbly Studio, the first step is to create your new application. Click on the “Create Application” button. You will be prompted to name your application. Enter “PayDoc” and click “Create” to proceed.

  • Click on the “Create Application” button.
  • Name your application as “PayDoc”.
  • Click the “Create” button to proceed.

After creating the application, you will enter the chatbot interface of Pabbly Studio. Here, you can input your application requirements. For PayDoc, include features like employee management, payroll components, and document previews. Once your requirements are set, click on the “Send Message” button to finalize your application design.

3. Authenticating PayDoc for Secure Access

Next, it’s essential to set up authentication for your PayDoc application. This ensures that users can securely access their payroll documents. The authentication setup supports various roles like admin, HR, and employee.

Admins will have full access, while HR can manage employee data, and employees can view their payroll information. In the login screen, users will also find options like “Remember Me” and “Forgot Password”. After setting up roles, you can proceed to log into your PayDoc application.

4. Managing Payroll Documents with PayDock

Once logged into PayDoc, you will see the dashboard displaying payroll document activities. This dashboard provides a quick overview of total employees and created payroll documents. You can also access the employee section where detailed records are stored.

  • View total number of employees.
  • Access created payroll documents for the current period.
  • Navigate to the employee section for detailed records.

To create a payroll document, select an employee and specify the pay period and payment date. PayDock organizes these documents efficiently, allowing easy access to past records without manual searching. After creating payroll documents, they are stored in a structured manner for easy retrieval.

5. Finalizing the PayDoc Application Setup

In the final steps, you can review your application settings in PayDoc. This includes managing company information, payroll settings, and user permissions. The settings section allows you to customize aspects like currency and document numbering.

Additionally, you can preview your application on different screen sizes to ensure responsiveness. Once satisfied, you can share your application via a generated link or connect a custom domain. This completes the setup of your PayDoc application using Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Pabbly, Pabbly Studio, PayDoc, PayDock, and Pabbly Plus using Pabbly Connect. By following these steps, you can effectively manage payroll documents and enhance your application capabilities.