What is Udyamo HRMS?

Udyamo HRMS is a cloud-based Human Resource Management System designed specifically for Indian small and medium businesses (SMBs) with 10 to 1,000+ employees. It consolidates every aspect of workforce management — from hiring and attendance tracking to payroll processing and statutory compliance — into a single, unified platform.

This chapter introduces the platform, its core modules, the people who use it, and the system requirements for getting started.

What You Will Learn

• What Udyamo HRMS does and who it serves
• The core modules available in the platform
• Who the different user roles are and how they interact with the system
• System requirements for running Udyamo HRMS
• How this guide is organized

Platform Overview

Udyamo HRMS is a multi-tenant Software-as-a-Service (SaaS) application. Each organization that signs up receives its own isolated workspace where employee data, payroll records, and policy configurations are kept completely separate from other organizations.

Key characteristics of the platform:

• Cloud-hosted — No installation required. Access from any modern web browser.
• Multi-organization support — A single user account can belong to multiple organizations and switch between them seamlessly.
• India-first compliance — Built-in support for EPF, ESIC, Professional Tax, TDS, and other Indian statutory requirements.
• Feature toggles — Enable only the modules you need. Turn on payroll, leave, attendance, loans, advances, and reimbursements independently.
• MS Teams integration — Receive notifications and perform quick actions directly within Microsoft Teams.

Core Modules

Udyamo HRMS is organized into distinct modules, each addressing a specific area of HR operations. You can enable or disable these modules based on your organization's needs using feature toggles in Settings.

Module Overview Table

Tip: Start with Employee Management and Attendance, then enable additional modules as your organization's processes mature. You can always turn modules on or off later without losing data.

Who Uses Udyamo HRMS?

The platform serves four primary user roles, each with a different perspective and set of capabilities.

Administrators

Administrators have full control over the organization's configuration. They set up departments, designations, offices, salary structures, leave policies, and manage all employee records. Administrators also control role assignments and feature toggles.

Typical tasks:

• Configure organization settings (work week, timezone, fiscal year)
• Create and manage departments, designations, and offices
• Define salary components and structures
• Run payroll and generate compliance reports
• Manage user roles and permissions

HR Managers

HR managers handle day-to-day workforce operations. They process leave requests, review attendance records, manage onboarding and offboarding, and generate reports.

Typical tasks:

• Add new employees and send invitation links
• Approve or reject leave requests
• Review and correct attendance records
• Process reimbursement claims
• Generate HR reports

Team Managers

Team managers oversee their direct reports. They can view their team's attendance, approve leave requests for their team members, and review team-level reports.

Typical tasks:

• Approve or reject leave requests from team members
• View team attendance summaries
• Review team-level reports

Employees

Employees use the self-service portal to manage their own records. They can check in and out, apply for leave, view payslips, submit reimbursement claims, and update personal details.

Typical tasks:

• Mark daily attendance (check-in / check-out)
• Apply for leave
• View payslips and tax declarations
• Submit reimbursement claims
• Update personal and bank details

Architecture and Technology

Udyamo HRMS is built on a modern web application stack:

Note: You do not need to understand the underlying technology to use Udyamo HRMS. This information is provided for IT administrators who may need it for security assessments or integration planning.

System Requirements

Udyamo HRMS is a web application that runs entirely in your browser. There is no software to install on your computer or server.

Browser Requirements

Additional Requirements

Warning: Udyamo HRMS is not optimized for Internet Explorer. Please use one of the supported browsers listed above.

Mobile Access

Udyamo HRMS is accessible from mobile browsers on smartphones and tablets. The interface adapts to smaller screens, allowing employees to check in, apply for leave, and view payslips on the go.

For organizations using Microsoft Teams, the Udyamo HRMS Teams integration provides additional mobile convenience through the Teams mobile app.

How This Guide Is Organized

This user guide is divided into twelve parts, progressing from initial setup through advanced administration.

Tip: If you are setting up Udyamo HRMS for the first time, read Parts 1 and 2 in order. After that, you can jump to any part that addresses your immediate needs.

Quick Reference