Getting started
Getting Started
Set up your organization, prepare payroll, and help employees find their payslips.
Admin setup
Sign up and verify your email
Open Create Your Organization, complete Organization Details and Admin Details, then enter the emailed OTP in Verify & Complete.
Result: Your organization account is created and Getting Started opens.
Related module guide: Getting started guides.
Review your plan or trial
In Getting Started, choose View / Choose Plan to review Current plan and any trial details. Use Change Plan to review an eligible plan's quote; the plan changes only after successful payment settlement.
Result: Your current plan and trial end date, when applicable, are shown in Plan & Billing.
Related module guide: View current plan.
Complete your company profile
From Getting Started, choose Configure under Company Profile, review Organization Name and contact details in Organization Settings, then select Save Changes.
Result: Your organization profile is saved.
Related module guide: Administration & billing guides.
Add departments and roles
Use Departments and Roles to create the organization structure.
Result: Your departments and roles are available for employee records.
Related module guide: Create and manage departments.
Add an employee or import your team
Choose Add Employee to enter one person, or Import Team to add a team.
Result: Employee records appear in Employees.
Related module guide: Add an employee.
Configure salary
Review Salary Settings Overview, then set individual salaries in Employee Salaries or use Import Salary History. Follow Import salaries for XLSX validation.
Result: Saved salary information is available for the payroll readiness check.
Related module guide: Configure employee salary.
Set up your work schedule and holidays
From Getting Started, choose Configure under Schedule & Holidays. In Work Schedule & Holidays, review Working Days and shift timings, then select Save Schedule. Under Company Holidays, choose Import Standard Holidays or + Add Holiday as appropriate.
Result: Your working schedule and organization holidays are recorded.
Related module guide: Attendance policies and schedule guide.
Set up attendance if needed
If attendance applies to your payroll, review policies in Attendance Policies and select Save Policies.
Result: Your attendance policies are saved.
Related module guide: Set up attendance policies.
Set up leave
Open Leave Settings, review allocation and approval settings, then select Save Settings.
Result: Your leave settings are saved.
Related module guide: Set up leave types and policies.
Check payroll readiness
Choose a Period on Generate Payroll, review Payroll Readiness for READY, WARNING, or BLOCKED results, and resolve required issues.
Result: The readiness panel shows whether payroll is ready, ready with warnings, or blocked.
Related module guide: Check payroll readiness.
Generate payroll
Choose a Period and select Generate Payroll on Generate Payroll.
Result: Payroll records for the selected period are displayed for review.
Related module guide: Generate payroll.
Review and approve payroll
Review the generated payroll on Generate Payroll. Approve employee items individually or with Approve All, then select the run-level Approve. Use Finalize only after final review.
Result: Run approval makes approved employee payslips available; Finalize locks payroll.
Related module guide: Approve and finalize payroll.
Employee actions
Sign in as an employee
Open Login and enter your Email Address and Password.
Result: Your employee account opens in PeopleOS.
Related module guide: View or edit an employee profile.
Record your working day
Open Work Hub, use Clock In on Today, then Clock Out when finished.
Result: Your attendance records the day's working time.
Related module guide: Clock in, take breaks, and clock out.
Request leave
Open My Leaves, select + Apply Leave, complete the dates and leave type, then select Submit Request.
Result: Your request appears with its current status.
Related module guide: Request leave.
Allocate and submit your time
Open Timesheet, select Fill Timesheet, add work allocations, and use Save Draft or Submit Timesheet when available.
Result: Your daily allocations are saved as a draft or submitted for review.
Related module guide: Save a draft and submit a timesheet.
View or download a payslip
Open Salary & Compensation, select a payslip in Payslip History, then choose Download or Download PDF.
Result: The selected payslip is downloaded as a PDF.
Related module guide: View or download a payslip.
Related articles
- Billing & Plans overviewFind your organization's plan, employee usage, payments, and bills.
- People & Organization overviewFind the employee directory, departments, roles, and organization hierarchy.
- Set up attendance policiesAdmin: save attendance penalties and review the work schedule.
- Request leaveEmployee: apply for leave, edit a pending request, or cancel it.
- Save a draft and submit a timesheetEmployee: save work in progress, submit after clock-out, or recall before approval.
- Payroll & Compensation overviewFind Admin/Payroll setup, payroll approval, and employee salary and payslips.