Set up Mocha HRMS: the first-time checklist

Each step relies on data from the one before it. Following this order means dropdowns are never empty and your first pay run calculates correctly.

• Organisation details — company name, logo, address country, currency, time zone and the First Month of Financial Year. Payroll needs your country (India or the United States), currency and financial year; attendance dates follow your time zone.
• Branches and locations — HRMS reads them from here. See Branches and locations.
• Users and roles — give HR, payroll and managers the right roles in User & Groups. See Roles and access.

• Departments, then designations.
• Master Settings lists you need, such as Skills for recruitment.

In Payroll → Payroll Settings:

• Holiday Calendar — this year’s holidays.
• Work Schedules and Work Shifts — with a default for each branch.
• Leave Policies — your leave types and rules.

• Review Statutory Rule Sets.
• Build Salary Structure Templates.
• Create a Pay Group and generate its periods.

• Add employees one by one, or import them in bulk. Set each employee’s branch, reporting manager and bank details.
• Assign a salary structure to everyone you pay.
• Set opening leave balances in Manage Employee Leaves.
• Invite employees to My Workspace.

Capture attendance for the period, decide pending leave, then work through the pre-payroll checklist and run your first pay run.