Set up Indian HRM yourself

This is the self-serve Setup & Training hub for Indian HRM. Follow the nine-step checklist to take your company from sign-up to your first payroll, then use the module lessons to learn each part of the product in depth. Share this page with your team so anyone can pick up where the last person left off, and most teams go live in under an hour without a consultant.

Your setup checklist

  1. Create your account and company profile (PAN, TAN, PF/ESI/PT).
  2. Build your org structure: departments, designations and locations.
  3. Import your employees via the CSV template.
  4. Set up attendance and shifts.
  5. Configure leave policies and balances.
  6. Set up payroll with PF, ESI, PT and TDS.
  7. Invite your team and set permissions.
  8. Run your first payroll cycle end to end.
  9. Roll out the app and go live.

Module-wise training

  • Employee Management: Learn to build your org structure, import employees and run a complete employee database in Indian HRM, step by step.
  • Attendance & Shifts: Learn mobile GPS check-in, geofencing, shift rosters and overtime rules in Indian HRM so attendance feeds payroll cleanly.
  • Leave Management: Learn to configure leave types, accrual, carry-forward and approval flows in Indian HRM so balances and payroll stay in sync.
  • Payroll & Compliance: Learn salary structures, PF, ESI, Professional Tax, TDS and payslip generation in Indian HRM so payroll runs accurate and compliant.
  • Performance & Goals: Learn to run goals, review cycles, 360 feedback and appraisals in Indian HRM so performance and pay decisions stay objective.
  • Recruitment & Onboarding: Learn to post jobs, run a hiring pipeline, send offers and onboard new joiners in Indian HRM, all the way into the employee record.
  • Expenses & Reimbursements: Learn to capture expense claims, set approval limits and pay reimbursements through payroll in Indian HRM, with a clean audit trail.
  • Reports & Analytics: Learn the headcount, attrition, payroll-cost and compliance reports in Indian HRM, and how to read them to run a tighter team.