How to customize Tally Prime for HR management: Tips and tricks

How to customize Tally Prime for HR management: Tips and tricks

In the ever-evolving landscape of business operations, harnessing the power of technology is imperative for efficiency and productivity. For businesses utilizing Tally Prime, the popular accounting software, there’s a hidden treasure trove of features waiting to be explored.

Today, I’ll guide you through the realm of customizing Tally Prime specifically for HR management – unveiling tips and tricks to streamline your human resources processes.

1. Configuring Employee Information:

The foundation of effective HR management lies in maintaining comprehensive employee records. Tally Prime allows you to create custom fields for unique employee details. To begin, navigate to ‘Gateway of Tally’ and select ‘Master’ under ‘Employees.’ Here, you can add custom fields like employee ID, date of joining, or department, tailoring Tally Prime to your specific HR needs.

2. Defining Payroll Structures:

customize Tally Prime for Defining Payroll StructuresEffortlessly manage payroll with Tally Prime’s payroll features. Customize payroll structures according to your company’s policies and regulations. From basic salary components to deductions and benefits, Tally Prime enables you to create a payroll system that aligns seamlessly with your HR management requirements. Access the ‘Payroll Info’ menu to define earning and deduction types, ensuring accurate salary calculations.

3. Attendance Tracking:

Tracking employee attendance is simplified through Tally Prime. Customize attendance types, such as leave categories and attendance vouchers, to accurately record employee work hours. Leverage Tally’s capabilities to generate attendance reports effortlessly, aiding in streamlined payroll processing and performance evaluations.

4. Implementing Statutory Compliance:

Compliance with statutory regulations is crucial for HR departments. Tally Prime facilitates customization of statutory features, allowing you to configure settings related to Provident Fund (PF), Employee State Insurance (ESI), and other mandatory compliances. Ensure your HR processes adhere to legal requirements by tailoring Tally Prime’s settings accordingly.

5. Automating Leave Management:

customize Tally Prime for Automating Leave ManagementSay goodbye to manual leave management with Tally Prime’s customization options. Set up leave policies, accrual methods, and categorize leave types to automate the leave approval process. This not only saves time but also reduces the risk of errors in leave calculations. Dive into the ‘Payroll Info’ menu to explore the myriad options available for seamless leave management.

6. Integrating with Biometric Devices:

For enhanced accuracy in attendance tracking, consider integrating Tally Prime with biometric devices. Customize the integration settings to seamlessly import attendance data from biometric devices into Tally Prime. This not only reduces manual data entry but also minimizes the chances of errors, ensuring precise records for HR purposes.

7. Generating HR Reports:

Tally Prime offers a plethora of customizable reports tailored for HR management. From employee-wise reports to attendance summaries, you can generate insights to aid decision-making. Customize the appearance and content of reports to meet your specific requirements, providing a bird’s-eye view of your HR processes.


In conclusion, the power to transform Tally Prime into a robust HR management tool lies in the hands of customization. By tailoring the software to your company’s unique needs, you can unlock efficiency, accuracy, and time savings in your HR processes. The journey towards optimizing Tally Prime for HR management may seem daunting, but the rewards are undoubtedly worth the effort.

If you find yourself in need of assistance or guidance on customizing Tally Prime for HR management, feel free to reach out to us. At RKS, we take pride in being a Tally Customization provider and Tally Data Integrator. Situated in Chennai, India, our company is dedicated to providing modular, credible, and extremely efficient solutions to clients around the world. Whether you’re a small business or a large enterprise, our range of products and expertise can help you unleash the full potential of Tally Prime for your HR management needs.

Don’t hesitate to contact us – let’s embark on a journey to revolutionize your HR processes with customized Tally Prime solutions tailored just for you.