Set up in this order
| Step | Where in WebHR | What to set |
|---|---|---|
| 1. Workspace | Workspace Settings → General | Name, time zone, week, payroll LOP basis, attendance rules for self-service |
| 2. Organisation | Organisation → Legal Entities, Business Units | Each company you pay from (PAN, TAN, PF and ESI codes) and how the business is divided |
| 3. Masters | Master Data → Departments, Sub-Departments, Designations | The lists employee records choose from |
| 4. People | Master Data → Employees | Add or import employees, with work state, joining date, manager and salary |
| 5. Time | Attendance → Shift Configuration, Attendance Rules, Geofence | Shifts and rosters, late marks, how people may punch |
| 6. Leave | Leaves → Leave Types, Leave Policies, Holidays | Accrual, carry-forward, encashment, and each region’s holidays |
| 7. Pay | Finance → Salary Structures, Tax Slabs; Statutory → PF Policy, ESI Policy | Structures, the year’s tax slabs, PF (ceiling ₹25,000) and ESI settings |
| 8. Access | Workspace Settings → Roles & Access; Integrations & Security → SSO | Who can see and do what; single sign-on if you use it |
| 9. Brand | Rebranding → Look & Feel, Sending Addresses | Your logo and colours in the apps, and the address emails come from |
| 10. Employees | Send invitations | Employees sign in on the web or install the mobile app |
Note
Run one payroll as a dry run alongside your current system before going live, and compare it employee by employee.
Related
Plain-language guidance for HR teams, not legal advice. Checked against the sources above on 29 September 2026; the notification or your authority’s portal is final. Spotted something out of date? Tell us.