Set up your company: the 9-step onboarding wizard
Every new INDpayroll account is walked through company profile, employees, attendance, leave and payroll settings in one guided flow.
After you sign up, INDpayroll opens a dedicated setup wizard instead of dropping you into an empty dashboard. It's a single guided path through the nine things a company needs configured before it can run its first payroll, and your progress is saved and tracked step by step so you can leave and come back.
The nine steps
- 1Step 1: Company profile - your organization's basic details.
- 2Step 2: Designations - the job titles used across your company.
- 3Step 3: Departments - the teams employees belong to.
- 4Step 4: Add employees - bring your team into INDpayroll.
- 5Step 5: Attendance & shifts - configure how clock-in/out works for your company.
- 6Step 6: Leave settings - define the leave types your company offers.
- 7Step 7: Salary components - the earnings and deductions your payroll will use.
- 8Step 8: Employee salary - assign a salary structure to each employee.
- 9Step 9: Run payroll - process your first payroll.
A short walkthrough video is available directly on this screen if you'd rather watch the flow than read it.
Designations and departments
Designations and departments are both set up as simple hierarchies - a designation or department can have a parent, so you can reflect basic reporting structure (for example, "Senior Designer" under "Design"). There's no separate visual org-chart builder; the hierarchy is expressed through this parent/child structure wherever designations and departments are used elsewhere in the product.
Expected result
Once all nine steps are complete, your company has at least one employee, a working attendance and leave configuration, at least one salary component, and a salary structure assigned to at least one employee - everything Run Payroll needs to process a payslip.
FAQ
Click 'Try it free' (or 'Start free') anywhere on the site and sign up with just your email - no credit card is required for the Free plan.
The wizard presents them in this order because each step depends on the one before it - for example, you assign a salary structure to an employee (Step 8) only after that employee exists (Step 4) and your salary components are defined (Step 7).
Yes - each step corresponds to a permanent settings screen (Designations, Departments, Attendance & shifts, Leave settings, Salary components, and so on) that stays available after setup is complete.
Best Practices
- Verify company details with GST, PAN, TAN, CIN, and Shop & Establishment certificates.
- Maintain consistent naming conventions for smooth integration with HRMS/ERP systems.
- Update communication details promptly to avoid missing statutory alerts or payroll notifications.