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Chefotech HRMS
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Getting started

Your first hour

The shortest path from an empty account to running attendance and leave.

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The order matters

Almost everything in the platform depends on something else. Set things up in this order and nothing has to be redone:

  • 1. Company details and branding — these appear on every document and email the platform sends.
  • 2. Locations and departments — employees are assigned to these, so they have to exist first.
  • 3. Shifts — when work happens. An attendance policy interprets a shift, so shifts come first.
  • 4. Attendance policy — what counts as late, half day, or absent.
  • 5. Holiday calendar and weekly offs — these change what a working day is, which changes attendance and leave.
  • 6. Leave types, then a leave policy that gives each type its rules.
  • 7. Employees — import them in bulk or add them one at a time.
  • 8. Salary components and a structure, if you are running payroll here.

The setup checklist on your dashboard tracks this and shows what is still outstanding.

What you can skip for now

Payroll, biometric devices and document templates can all wait. Attendance and leave work without them, and you can add them once people are using the system.

You cannot skip shifts or an attendance policy — without them the platform has no basis on which to decide whether someone was present.

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