This tutorial strings together the guides you need, in the order a rollout actually happens. Every step is something ASHR.work ships today.
Phase 1 — Set up the tenant (week 1)
Create your organisation
Sign up with your work email — a tenant is created automatically and you become its first admin. See Creating your organization.
Invite the core team and assign roles
Add your HR team and managers first, then set each person as admin, manager, or employee in Role Management. Finance and recruiter grants are separate switches on top of the base role — see Role management.
Configure org settings
Workforce types (full-time, interns, contractors, and more), the employee-ID format, and the leave-escalation window all live in the Admin console. See Setting up your organisation and Configuring workforce types.
Phase 2 — People, leave, and documents (weeks 2–4)
Add employees
Add people from the directory; employee IDs follow the format you chose. See Adding employees. At 100+ employees, migration from your old system is assisted — contact support rather than typing them in.
Let new hires self-onboard
Each new hire completes a guided onboarding form; you review and finalise the submission. See Onboarding new employees.
Configure leave types and accrual
Leave types, accrual, and carry-forward rules come next, so balances are right from day one. See Understanding leave types and the leave accrual model.
Load the holiday calendar
Seed the regional holiday calendar so leave requests and payroll payable days compute correctly. See Holiday calendar guides.
Set up letterhead and document templates
Offer and appointment letters generate from templates on your letterhead. See Documents & letters guides.
Phase 3 — First payroll run (month 2)
Statutory setup and salary components
Configure PF, ESI, and professional tax in payroll settings, and review the salary components table. See Payroll guides and the payroll engine model for how a CTC becomes a compliant monthly breakup.
Salary structures per employee
Assign each employee an annual CTC; the engine derives the monthly structure. See Payroll and salary structures.
Tax regime and declarations
Employees pick a TDS regime and file investment declarations. See Income tax and TDS.
Generate, review, approve, lock
A run moves draft → review → approved → paid → locked. Payslips follow the locked run. See Running payroll and payslips.
Phase 4 — First review cycle (month 3)
Build the cycle
Pick templates, a question bank, and a rating scale in the review-cycle builder. See Building review cycles.
Run self, manager, and peer reviews
The cycle executes itself: employees self-review, managers review their reports, and peer feedback is collected. See Performance appraisal guides.
Keep the rhythm with weekly check-ins
Values-based weekly check-ins — answered in Slack — keep feedback flowing between cycles. See Check-in guides.
Where to go next
- How-to guides for every module
- How tenancy and roles work
- The developer reference if you plan to integrate
Frequently asked questions
- Do I have to finish everything before employees can log in?
- No. People can log in as soon as they are invited. Most admins invite the core team first, then add everyone else after leave types and holidays are configured, so day-one balances look right.
- Can I bulk-import employees from a CSV?
- Not self-serve today — migration from spreadsheets or another HRMS is assisted. Contact support and the team helps you load your employee data. Adding people one by one works at any team size.
- What if payroll should not be visible to HR admins?
- Turn on the finance-only payroll restriction in payroll settings. Payroll pages and actions are then limited to users with the finance grant.