Onboarding & Implementation

A smooth, structured and fully guided onboarding framework that helps your HR team transition seamlessly into automated attendance and payroll with zero disruption.

1

Discovery & Requirement Analysis

  • Understand the company structure, employee categories and branch locations.
  • Identify attendance methods such as biometric devices or mobile punch-in.
  • Study existing payroll structure, formats and statutory requirements.
2

Initial Demo & Use-Case Validation

  • A live personalized demo is conducted using sample employee data.
  • Validates the platform’s suitability for your operational workflow.
  • Covers dashboards, attendance flow, approvals and payroll outcomes.
3

Customization Plan & Proposal

  • Define customization needs and development effort.
  • Share timelines for onboarding and implementation.
  • Provide a transparent proposal for approval.
4

Employee Data Import

  • Import basic employee details including name, email, mobile and role.
  • Map departments, designations and branches.
  • Automatically generate login credentials for employees.
5

Employee KYC Completion

  • Employees log in and complete their KYC and personal details.
  • Upload bank information, ID proofs and address details.
  • HR reviews and approves updated employee records.
6

HR Policy & Hierarchy Setup

  • Configure leave rules, attendance policies and grace periods.
  • Set reporting hierarchy such as Team Leader → Manager → HR → Management.
  • Define permissions, approval workflows and department access rights.
7

Device Setup & Testing

  • Configure biometric devices for attendance capture.
  • Set up mobile punch-in with geo-fencing rules if required.
  • Run internal testing with selected employees to verify logs.
8

System Testing & Report Validation

  • Collect real punch data from biometric or mobile check-ins.
  • Verify attendance logs, permissions and shift rules.
  • Validate reports with HR to ensure accuracy before live usage.
9

Sample Payroll Generation

  • Run a trial payroll using test attendance data.
  • Validate salary components, deductions and TDS rules.
  • Finalize auto or manual payroll generation mode.
10

HR Training & Handover

  • Provide hands-on training for HR and managers.
  • Cover attendance, leave, payroll, reports and admin panel usage.
  • Handover documentation and best practices.
11

Go-Live & Continuous Support

  • Move all employees to live punch-in and leave tracking.
  • Ongoing support for the first 30 days of onboarding.
  • Continuous enhancements and maintenance for your HR operations.

Ready to Onboard Your Team?

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