Resources
Practical guides—not generic filler
Use these as conversation starters with your team. When you work with GratifyHR, we adapt them to your policies and systems.
Payroll close checklist
- Lock attendance and leave inputs before the payroll window opens.
- Run variance reports for new joiners, exits, and salary revisions.
- Have finance sign off on statutory totals before payslip release.
- Archive registers and acknowledgements for the compliance calendar.
Attendance exception playbook
- Route every correction through a ticket with before/after timestamps.
- Require manager attestation for late edits after payroll prep starts.
- Reconcile device vs web check-ins weekly—not on the last day.
- Export an exception log monthly for internal audit sampling.
ESS rollout tips
- Ship payslip access first—immediate value builds trust.
- Train managers on approvals before opening employee self-requests.
- Publish a one-page FAQ for leave balances and holiday lists.
- Measure reduction in HR inbox volume week over week.
HRMS implementation readiness checklist
- Audit existing spreadsheets to define canonical employee records and prevent data duplication.
- Map all active locations, holiday calendars, work shifts, and grace periods in a central document.
- Assign module owners (HR, IT, payroll, managers) and clarify approval escalations.
- Prepare a data migration file using GratifyHR templates, validating fields before go-live.
- Plan pilot testing with a single department or site before general rollout.
Onboarding and offboarding workflow template
- Trigger onboarding checklists (IT assets, email, ID card, bank details) automatically upon offer acceptance.
- Schedule compliance checklist tasks (compliance declaration, PF/ESI nominations) before day one.
- Define standard offboarding flow: manager notification, asset handback, IT account deactivation.
- Generate full-and-final (FNF) settlement inputs dynamically from leave recovery and asset clearance logs.
- Conduct exit interviews and archive candidate profile records for compliance.
Performance cycle calendar for growing teams
- Q1: Set clear, measurable corporate, department, and individual OKRs/goals.
- Q2 & Q3: Conduct monthly check-ins and log continuous manager feedback.
- Q4: Trigger appraisal reviews with self-evaluations and manager scoring.
- Run calibration workshops using historical performance and goal outcomes data.
- Deliver final increment letters and update career progression paths inside employee records.
Expense policy and approvals playbook
- Create clear expense categories (travel, client entertainment, internet) with policy caps.
- Require receipt uploads for claims exceeding custom threshold limits.
- Route approvals automatically based on manager reporting lines and finance limits.
- Link approved reimbursements to the monthly payroll run or direct bank payout logs.
- Audit expense trends by department and category using real-time HRMS analytics.