Set up a company in Rasoi HRM
Create the company account, add departments, shifts, holidays, and the first employees before anyone checks in.
Do this once, before anyone is asked to check in. The company account is separate from a job seeker account. A job seeker signs up with no company. A company admin signs up, creates the company, and then adds employees to it.
1. Create the company
Sign up and open the company dashboard. Set the company name and the people who will administer it. Membership controls projects, tasks, and group chat. Attendance, leave, and employee records stay available on the company account.
2. Add departments
Create the departments you hire into, such as Engineering, QA, and HR. Designations sit under a department. When you add an employee, pick the department so headcount reports can group people later.
3. Add branches, shifts, and holidays
Open Branches and shifts. A branch is an office. A shift has a start time, an end time, and grace minutes. A holiday is a date the company is closed. Payroll skips Sundays and these holiday dates. A holiday that falls on a Sunday does not reduce the working-day count a second time.
Put the holiday on the company before you run that month’s payroll. A holiday added after the run does not rewrite payslips that were already saved.
4. Add employees
Add each person with a name, email, department, and joining date. They receive access as an employee of this company. Their own dashboard shows attendance, leave, payslips, and documents. They do not see payroll, salary structures, or other people’s leave unless you give them a role that includes those permissions.
5. Decide who can approve
Company Admin can open the screens Super Admin has granted to that role. If a team lead should approve leave but should not run payroll, create a role such as HR-Manager, tick only the permissions that person needs, and assign that role. The menus update from those permissions.
What to check before the first Monday
- At least one shift exists, with start and end times.
- Public holidays for the current month are entered.
- Every person who should check in has a company account, not only a job-seeker account.
- The person who will approve leave can open Leave requests.
Use it in your company
Create a company account, then follow this guide inside the product. People looking for work can sign up without a company and apply to open jobs.
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