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Corporate & Enterprise Operational Manual

HRMS & Payroll Software User Manual

Step-by-step SOP for HR managers, accountants, and team leads: employee records, biometric attendance sync, leave policies, statutory deductions (PF, ESIC, PT, TDS), and automated bank salary transfers.

Quick jump:5-Step Setup·Module SOPs (2)·Role Checklists·Hardware Setup·FAQs

Quick Setup

HRMS & Payroll Onboarding in 5 Steps

Follow this step-by-step sequence to configure masters and launch your live portal in under 48 hours.

011

Company & Department Hierarchy

Setup company master, branch locations, departments (Engineering, Sales, Operations), and designations.

022

Salary Master & Component Rules

Configure Basic Pay, HRA, Special Allowance alongside statutory deductions (EPF, ESIC, Professional Tax, TDS).

033

Bulk Employee KYC Upload

Import staff records with PAN, Aadhaar, bank account numbers, UAN, and monthly CTC structures.

044

Connect Biometric Punch Machine

Map biometric machine employee IDs to ERP user accounts for automated in/out punch ingestion.

055

Run Monthly Payroll & Export Bank Sheets

Execute single-click monthly salary run, generate digital PDF payslips, and download bank NEFT Excel file.

Operating Procedures

Standard Operating Procedures (SOPs)

Showing 2 operational workflows in HRMS & Payroll

Step-by-Step Procedure

1
Add New Employee Profile

Capture personal info, emergency contacts, date of joining, department, and direct reporting manager.

2
Record Statutory KYC (PAN, Aadhaar, Bank)

Attach PAN card, Aadhaar, bank branch IFSC, UAN, and ESIC insurance numbers.

3
Assign Compensation & CTC Master

Configure Gross Salary, Basic Pay, HRA, Conveyance, Medical, and variable performance incentives.

4
Issue Digital Offer & Appointment Letters

Generate official company appointment letters with merge tags and signature stamps.

Key Capabilities & Automations

  • Centralized digital document locker for identity and qualification proofs
  • Automated probation period end notifications
  • Full and final (F&F) settlement and experience certificate generator
  • Employee organization chart and reporting hierarchy

Pro Tip: Fill in the employee's UAN and PF number accurately to enable automated generation of monthly EPFO ECR text files.

Role Governance

Daily Desk Checklists for HRMS & Payroll

Role-based access ensures each staff desk sees only what they need for rapid daily workflows.

People OpsStandard Operating Checklist

HR Manager Operating Manual

Oversee employee recruitment, onboarding, leave compliance, appraisals, and employee grievance desks.

Daily Actions & Routines

Review and approve employee leave applications and regularizations
Maintain statutory personnel documentation and audit readiness
Conduct employee exit interviews and process F&F settlements

Hardware Setup

Hardware & Device Peripherals

Connect your existing printers, scanners, and biometrics seamlessly.

Biometric Fingerprint & Face Recognition Machines

Integrate with any TCP/IP or Cloud biometric punch machine (ESSL, Realtime, ZKTeco).

Frequently Asked Questions

HRMS & Payroll Operations FAQ

Common operational questions regarding day-to-day screens and workflows.

Yes. Based on employee basic salary and gross earnings, the engine automatically calculates employer and employee PF (12%) and ESIC contributions.
Assisted Onboarding

Need Guided Training for Your HRMS & Payroll Team?

Our deployment specialists provide full onboarding assistance: importing master data, setting up roles, and providing live staff video walkthroughs.

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