Onboarding Framework

A structured path to
Operational Excellence.

01
Analysis

Discovery & Requirement Analysis

  • Understand company structure and employee categories.

  • Identify biometric or mobile punch-in needs.

  • Study existing payroll and statutory requirements.

02
Validation

Initial Demo & Use-Case Validation

  • Live personalized demo with sample employee data.

  • Validate platform suitability for your workflow.

  • Review dashboards and payroll outcomes.

03
Planning

Customization Plan & Proposal

  • Define customization needs and development effort.

  • Share implementation timelines.

  • Transparent proposal for approval.

04
Setup

Employee Data Import

  • Import basic employee details and roles.

  • Map departments, designations and branches.

  • Auto-generate login credentials.

05
Compliance

Employee KYC Completion

  • Employees log in to complete personal details.

  • Upload bank info, ID proofs and addresses.

  • HR review and approval of records.

06
Policy

HR Policy & Hierarchy Setup

  • Configure leave rules and grace periods.

  • Set multi-level reporting hierarchy.

  • Define permissions and access rights.

07
Hardware

Device Setup & Testing

  • Configure biometric devices for capture.

  • Set up mobile punch with geo-fencing.

  • Internal testing to verify logs.

08
Accuracy

System Testing & Validation

  • Collect real punch data for verification.

  • Verify attendance logs and shift rules.

  • Validate reports with HR for accuracy.

09
Finance

Sample Payroll Generation

  • Trial payroll using test attendance data.

  • Validate deductions and TDS rules.

  • Finalize generation modes.

10
Knowledge

HR Training & Handover

  • Hands-on training for HR and managers.

  • Cover admin panel and report usage.

  • Documentation and best practices.

11
Launch

Go-Live & Support

  • Full move to live tracking.

  • 30 days of priority onboarding support.

  • Continuous maintenance and updates.

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