Recommended order
Create only the records that represent the real organisation. Employee Code, Date of Joining, Location, Department and Designation are optional in the employee form, but structured masters improve filtering, payroll grouping and reports.
- 01Work Locations
Branches, offices, sites, plants or temples where employees work.
- 02Departments and Designations
Organisation unit and job title. Keep them separate: Accounts is a department; Accountant is a designation.
- 03Employee Categories
Optional grouping such as Staff, Worker, Priest, Contract or Management.
- 04Shifts and calendars
Required when attendance, lateness, overtime or location-specific holidays matter.
Modules
Enter a unique code/name plus address, city, state, PIN and contact details. State is useful for location-specific holidays and statutory reporting. Disable a closed site instead of deleting a location already referenced by employees.
Create functional units such as Accounts, Sales, Operations and HR. Departments are used by recruitment, training, goals, appraisal and employee reporting.
Create job titles such as Accountant, Sales Executive or Manager. Use designations for requisitions, offers, onboarding templates, KPI targeting and employee records.
Create optional cross-department categories that drive policy differences, such as Permanent Staff, Contract Worker or Management.
Define start/end time, cross-midnight behaviour, grace minutes, half/full-day minutes, overtime eligibility/threshold and weekly-off rule. Add paid or unpaid Shift Break child rows.
Create one calendar per year/policy, optionally tied to Work Location and State. Add Calendar Holiday rows with date, name, type and optional-holiday flag.
Shift fields
| Field | What it controls | Example |
|---|---|---|
| Cross Midnight | Marks a shift whose end time falls on the next calendar day. | 10:00 PM–06:00 AM |
| Grace In / Out | Permitted minutes around scheduled entry/exit before late/shortfall policy applies. | 10 minutes |
| Half / Full Day Minutes | Worked-minute thresholds used when interpreting attendance. | 240 / 480 |
| Overtime Eligible / Threshold | Whether overtime can apply and how many excess minutes are required before it starts. | Yes / 30 |
| Weekly Off Rule | Human-readable/company rule for weekly-off treatment. | Sunday |
| Shift Breaks | Named start/end periods. Paid Break indicates whether break time should remain paid. | Lunch 13:00–13:30, unpaid |
Minimum setup
A very small company can begin with employees and one payroll scheme without creating every optional master. Add locations, departments, designations and shifts as reporting/attendance needs become clearer.