Quick Start Guide

Step 1: Create Your Account

1. Visit easyflow

   Go to easyflow and click "Sign Up".

2. Enter Business Details

   Provide your company name, email, and create a secure password.

3. Verify Email

   Check your email for a verification otp and click to confirm.

4. Verify phone Number

   Check your phone for a verification otp and click to confirm.

Step 2: Configure Company Settings

1. Company Profile

   Add your company logo, address, and contact information.

2. Business Details

   Set your fiscal year, timezone, and work week configuration.

3. Attendance Settings

   Configure working hours, shift timings, and grace periods.

Step 3: Add Your Team

1. Invite Administrators

   Send invitations to other team members who will help manage the system.

2. Set Up Departments

   Create organizational structure with departments and designations.

3. Configure Roles

   Assign appropriate permissions to each team member.

Step 4: Set Up Salary Structure

1. Define Salary Components

   Set up HRA, conveyance, medical, and other allowances.

2. Configure Deductions

   Set up PF, ESI, TDS, and professional tax rules.

3. Create Salary Templates

   Build reusable salary structures for different roles.

Step 5: Onboard Employees

1. Add Employee Profiles

   Enter personal details, contact information, and employment data.

2. Upload Documents

   Collect and verify identity proof, address proof, and certificates.

3. Assign Salary

   Link employees to salary templates and set individual salaries.

Step 6: Go Live

1. Test Attendance

   Have employees punch in/out to verify the system works correctly.

2. Run First Payroll

   Process a test payroll to ensure calculations are accurate.

3. Train Your Team

   Share this documentation with your team to help them get started.

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