Knowledge Base

Bank Template Generation

Bank salary transfer templates

Export bank-specific NEFT/RTGS files from approved payroll.

4 steps Attendance

Connecting biometric devices to HelloHRMS

Overview of ZKTeco, eSSL, and RealTime ADMS push integration.

6 steps Field Staff Tracking

Field staff check-in tracking

Monitor remote and field employee client visit check-ins.

4 steps Payslip Generation

Generating and distributing payslips

Create HRA/TDA/PF/tax payslips with sidebar preview and PDF download.

5 steps Documents Generation

Generating HR documents from templates

Create offer letters, confirmations, and other HR letters per employee.

4 steps Gems

Getting started with Gems

Configure gem values, attendance rules, and task review rewards.

5 steps Leaves

Getting started with Leaves & Time Off

Configure leave types, holidays, and approval workflows.

6 steps Payroll

Getting started with Payroll

Configure HRA, TDA, PF, tax, run monthly payroll, approve payslips, and pay employees in HelloHRMS.

7 steps Projects

Getting started with Projects & Tasks

Create projects, assign tasks, and approve completed work.

5 steps API

HelloHRMS API & integrations

Generate API keys and access HR data programmatically.

5 steps Reports & Dashboard

HR Dashboard overview

Understand widgets and KPIs on the main HR dashboard.

4 steps Live Time Team Tracking

Live team presence monitoring

See who is online, in field, or offline in real time.

4 steps Asset Management

Managing company assets

Track laptops, vehicles, and equipment assigned to employees.

4 steps Expense Management

Managing employee expenses

Review, approve, and record business expenses with receipts.

4 steps Overtime Management

Managing overtime policies and requests

Define OT rules and approve employee overtime claims.

4 steps PF, ESIC & Salary Reports

PF, ESIC & salary register reports

Generate statutory compliance exports for PF ECR, ESIC, and salary registers.

4 steps Reimbursements

Processing reimbursement claims

Approve employee reimbursement requests after expenses are verified.

4 steps Sales Incentive Management

Sales incentive plans and achievements

Create incentive schemes and record sales achievements.

4 steps Tally Integration

Tally integration overview

How HelloHRMS payroll data connects with Tally accounting.

4 steps Document Upload/Storage

Uploading and storing company documents

Store policies, handbooks, and HR files for employee access.

4 steps ATS Recruiter Panel

Using the ATS Recruiter Panel

Post vacancies and move candidates through hiring stages.

4 steps Reports

Using the Report Library

Generate headcount, attendance, leave, and payroll reports with CSV export.

5 steps Payroll

Advanced payroll calculations (HRA, TDA, PF, Tax)

How HelloHRMS calculates gross pay, LOP, statutory deductions, and net pay — with example.

5 steps Attendance

ZKTeco device installation & ADMS setup

Install and configure ZKTeco fingerprint/face terminals for HelloHRMS.

7 steps Attendance

eSSL device installation & server configuration

Configure eSSL biometric terminals to sync with HelloHRMS.

5 steps Attendance

RealTime device installation & push setup

Configure RealTime RS-series devices for HelloHRMS attendance sync.

4 steps Attendance

Mapping employees to device user IDs

Link biometric PINs to HelloHRMS employee profiles for correct attendance sync.

5 steps Attendance

Troubleshooting device sync issues

Fix biometric devices that stop sending punches to HelloHRMS.

6 steps Attendance

Getting started with Attendance

Track daily attendance via web clock-in, biometric devices, or manual review.

6 steps