Day 1: Company Setup
This written checklist is the recommended onboarding path for admins. Prefer a visual tour first? Watch the Admin Console Video Tour, then return here to complete each step.
Complete your company profile — name, logo, branches, and departments. Invite co-admins and assign roles. Configure the company calendar with weekly off days and upcoming holidays.
- Add branches and departments
- Invite admin users with appropriate roles
- Set weekly off and holiday calendar
Day 2–3: Employees and Attendance
Import or manually add employees. Configure attendance rules: face verification, GPS, shift templates, and grace periods. Send mobile app invitations for employee setup.
- Import employees via Excel or add manually
- Configure face verification and geo-fencing
- Create shift templates and assign to teams
Day 4–5: Leave, Payroll, and Go-Live
Set up leave policies and approval workflows. Configure salary structures and statutory settings (EPF, ESIC, PT). Run a test payroll with sample data before going live with the first real pay cycle.