Udyamo HRMS — User Guide
Welcome to the official user guide for Udyamo HRMS, a cloud-based human resource management system built for small and medium businesses in India.
Who This Guide Is For
This guide serves three audiences:
| Role | What You Will Find |
|---|---|
| HR Administrators | Complete setup instructions, payroll configuration, statutory compliance, and system administration |
| Managers | Attendance oversight, leave approvals, team reports, and employee management |
| Employees | Self-service features — applying for leave, viewing payslips, updating personal details, and checking attendance |
What Udyamo HRMS Covers
Udyamo HRMS provides end-to-end HR management across these modules:
- Organization Setup — departments, designations, offices, roles, and permissions
- Employee Management — profiles, bank details, bulk import, and self-service onboarding
- Shifts & Attendance — shift scheduling, daily check-in/check-out, face recognition, location tracking, and overtime
- Leave Management — leave categories, policies, accrual rules, holidays, and year-end processing
- Payroll — salary components, salary structures, payrun processing, payslips, and bank advice
- Statutory Compliance — EPF, ESIC, Professional Tax, TDS, bonus, and gratuity (India-specific)
- Loans & Reimbursements — employee loans, expense reimbursements, and salary advances
- Employee Lifecycle — resignations, notice period, offboarding, full-and-final settlement, and document management
- Communication — announcements and notifications
- Reports — attendance, leave, payroll, and compliance reports
- Security — two-factor authentication, SSO (Azure AD, Google), and MS Teams integration
- Subscriptions — license and plan management
How This Guide Is Organized
The guide is divided into 12 parts with 47 chapters, arranged in the order you would typically set up and use the system:
- Getting Started — sign up, first login, and initial setup
- Organization Setup — configure your company structure
- Employee Management — add and manage employees
- Shifts & Attendance — track work hours
- Leave Management — configure and manage time off
- Payroll — run payroll and generate payslips
- Statutory Compliance — meet Indian regulatory requirements
- Loans & Reimbursements — manage financial requests
- Employee Lifecycle — handle exits and documents
- Communication & Reports — announcements and analytics
- Security & Integrations — protect your data and connect tools
- Subscriptions — manage your Udyamo license
Conventions Used
Throughout this guide:
- Bold text indicates UI elements — buttons, menu items, and field labels
- Navigation paths use the format Menu > Submenu > Action
- Callout boxes highlight important information:
Tip: Practical advice for getting the most out of a feature.
Warning: Common mistakes to avoid.
Required: Prerequisites you must complete before proceeding.
Getting Help
If you need assistance beyond this guide:
- Support: Contact Udyamo support through the in-app chat widget
- Website: Visit udyamo.com/hrms for the latest information
Ready to begin? Start with What is Udyamo HRMS?