How to use TezzHR

Set up your company

Most companies finish this in under an hour. Do the steps in this order - each one is used by the next.

1. Create your account. Go to Start free, enter your company name, your name, email and mobile. You land on the company dashboard.
2. Add your brand. Settings › Branding - upload your logo and pick a colour. Employees see them on the portal and in the app.
3. Set your office location. Attendance › Attendance Settings › Head Office & Location Attendance. Enter the latitude and longitude of the office (in Google Maps, long-press the building and copy the numbers) and a radius such as 150 metres.
4. Create your masters. Under Masters add Departments, Designations, Employment Types and, if your plan has them, Shifts and Branches. Masters › Employee ID Format sets codes like ACME-0001.
5. Add a shift. In Attendance Settings set the default shift: start and end time, grace minutes, weekly off days, and the minimum hours for a full and half day.
6. Add holidays and leave types. Attendance › Holidays and Leave › Leave Types (for example Casual 12, Sick 7, Earned 15 a year).
7. Add employees. Employees › All Employees › Add Employee. Fill in name, email, mobile, department, shift, designation, joining date, photo, reporting manager and password. The employee can now sign in to the portal and the app with their email, mobile or employee code.
8. Give your HR team access. Settings › Team & Roles - use Seed Common Roles, then add HR or payroll users with only the permissions they need.

For employees

You can do everything below in the TezzHR app or in the employee portal at /employee/login.php. Sign in with your email, mobile number or employee code and the password HR gave you.

Check in and check out

1. Open the app and tap Check in now on the home screen (on the web: Check In on your dashboard).
2. Allow location and camera access when asked. Your location is recorded with every punch.
3. If your company uses selfies or face recognition, look at the camera - the photo is taken with the same tap.
4. At the end of the day tap Check out. The home screen shows the hours you worked.

Leave and work from home

• Apply for leave: Leave tab › Apply. Pick the type and dates - your balance is shown before you send.
• Cancel a pending request from the same screen.
• Work from home: More › Work From Home. Once approved, you can check in from home that day.

Pay, documents and help

• Payslips appear after HR finalizes payroll. Form 16 is under Pay & Benefits once generated.
• Expenses and loans: claim expenses with a receipt photo; request a loan or salary advance.
• Helpdesk: raise a ticket for salary, attendance, leave, IT or HR questions and chat with HR on it.
• My Assets lists the laptop, phone or ID card assigned to you.
• Resignation: submit it from HR Actions (web) or More › Resignation (app). It goes to your manager, then HR. You can withdraw while it is pending.

For managers

If HR has set you as someone's reporting manager, a My Team section appears in your employee portal and a My Team tab in the app. Your dashboard shows who is in, late, on leave or not in yet.

The mobile app

1. Install: search for TezzHR in Google Play or the App Store, or use the buttons below.
   Get it onGoogle Play
2. Sign in with your email, mobile number or employee code and your portal password.
3. Allow notifications to hear about approvals, payslips and notices straight away.

Finding your way around

• Home - today's check-in card with a live timer, this month's numbers, leave balances, requests waiting for approval, announcements, birthdays and holidays.
• Attendance - your month day by day; tap a day to ask for a correction.
• Leave - balances, apply, and your requests.
• My Team (managers) or Inbox (everyone else).
• Switch to HR - only for people with an HR login; see HR mode in the app.
• More - every other section your company's plan includes, plus Settings, About, Share the app and Rate us.

Employee ID cards

Every employee has a digital ID card in the portal (Employees › My ID Card) and in the app (More › My ID Card), on every plan. Plans with Employee ID Cards also let HR design and print official cards.

1. Get the details ready: employee photo, designation, department, blood group and emergency contact on each profile; your logo in Branding; the HR signature in Letter Settings.
2. Design: open Employees › ID Cards. Choose portrait or landscape, the colour, which details to show, the text on the back and how long a card is valid.
3. Print: tick employees (or filter a department) and press Print selected. Choose A4 sheet for an office printer (9 portrait or 10 landscape cards a page, with cut marks; print double-sided with "flip on long edge") or Card printer for PVC card printers. Use the browser's Print or "Save as PDF".

Keeping cards up to date

• Details changed since printing lists people whose photo, designation or other printed details changed, so you know whose card to reprint.
• Expired lists cards past their valid-till date. The re-issue button starts a new validity period (lost card or renewal).
• A single card can also be printed from the employee's profile (Print ID card).

Hand-over and return

• A printed card given to the employee is recorded as an asset (category ID Card, tag like IDC-EMP0001-1). It shows in Assets, in the employee's My Assets and on the exit checklist.
• In the card design choose record hand-over automatically when printed, or I'll mark hand-over myself and use Hand over (one card) or Mark handed over (selected cards) after giving them out.
• Returned or Lost closes the card (with an optional note). Printing a new card for someone who still has one closes the old one as "replaced".
• When someone leaves, the resignation's offboarding checklist shows "ID card still with the employee" with Collected and Lost buttons.

Card numbers and the QR code

• Every printed card has its own number (printed on the back, and part of the QR code). Card 1 is the first card; a replacement gets the next number.
• A new number is used automatically when the last card was lost or returned, when printed details changed, or after re-issue. Reprinting an unchanged card keeps the same number.
• Scanning shows the person's name, photo and code and one of: Current employee · valid card, This card is not valid (reported lost, returned, or replaced by a newer card) or No longer with your company. Phone numbers and blood group are never shown.

Design options

• Address on the card: type the full address to print on the back (each line on its own line), or leave it empty to use the company address.
• Background: upload your own graphic (JPG/PNG up to 2 MB) or pick a pattern, set its strength and choose front, back or both. Keep it around 10-20% so text stays readable.
• Cards with many details are set more compactly automatically, so every chosen detail fits. In landscape the employee ID is printed under the photo.

HR mode in the app

HR people use the same TezzHR app as everyone else. If your employee account is linked to an HR login, the app shows Switch to HR and you can move between your own attendance and the company view with one tap.

1. Give access: on the web, open Settings › Team & Roles and add the employee as an HR team member with a role (HR Admin, HR Executive, Branch Manager, Finance...).
2. Switch: in the app, tap Switch to HR on the Home header, in the side menu or at the top of More. Tap Employee to switch back. The app remembers the last mode.

What HR mode shows

Attendance

Choose how strict check-in is

All of these are in Attendance › Attendance Settings and work the same on the web portal and the app.

Every day

• Attendance › Attendance shows each punch with time, distance from the office, photo and badges such as Late, WFH, Auto check-out or a face-check flag.
• Attendance › Corrections lists correction requests; approving one updates the record.
• Face Kiosk turns a tablet at the gate into a shared check-in point. Bulk Face Attendance lets a supervisor mark a whole crew from one photo.
• Kiosk Tablets (TezzHR Kiosk app): install TezzHR Kiosk on an Android tablet, then open Attendance → Kiosk Tablets → Add tablet and type the 6-digit code into the app. Nobody signs in on the tablet - it can only record face attendance, works when the internet drops (punches are sent later) and stays locked to the attendance screen. To leave it, tap the top-left corner five times and enter the exit PIN. Choose Kiosk (staff walk up and blink) or Group scan (a supervisor scans each person).
• Scan team (TezzHR app, HR mode): HR and supervisors with "Edit attendance" can open More → Scan team and point the phone at each person to mark check-in or check-out. Every face is checked again on the server, and each punch shows who scanned it.
• Biometric devices: Masters › Biometric Devices and Biometric Mapping bring punches in from eSSL, ZKTeco and similar machines.
• Import: Attendance › Import loads attendance from an Excel or CSV file.
• Overtime: enable it on the shift; employees request it and you or the manager approve it in Attendance › Overtime.

Leave & holidays

1. Create leave types in Leave › Leave Types: yearly quota, whether it accrues monthly, carry forward limit, and whether it is paid.
2. Check balances in Leave › Leave Balances. Balances run on your financial year. You can adjust a balance with a note.
3. Approve requests in Leave › Leave Requests. Turn on Managers approve team leave there if reporting managers should decide instead.
4. Holidays in Attendance › Holidays show on every employee's calendar and are never counted as absent.

• Comp off: extra days worked can be requested as comp off and approved in Attendance › Comp Off Requests.
• Work from home: requests arrive in Leave › WFH Requests. An approved day lets the employee check in from home and is tagged WFH.
• Probation: Onboarding › Probation Reviews can block leave, loans or resignation for employees still on probation.

Payroll & compliance

Before the first run

1. Compliance › Statutory Settings - PF and ESI rates and ceilings, your Professional Tax state, PF establishment ID, TAN and the TDS method.
2. Payroll › Salary Structures - set each employee's CTC and components (basic, HRA, conveyance, special allowance).

Each month

1. Make sure attendance is complete and corrections are approved.
2. Payroll › Run Payroll - choose the month and year and click Generate / Re-generate Draft. LOP days, overtime, arrears, bonuses, loan deductions, PF, ESI, PT and TDS are calculated.
3. Review the draft. Fix anything at the source (attendance, structure) and generate again.
4. Click Finalize & Notify Employees. Payslips appear in the portal and the app, and employees get a notification.

Filings and exits

• PF ECR file: Compliance › ECR / PF Export for the EPFO portal.
• Form 16: Compliance › Form 16 once the financial year closes. Employees download it themselves.
• Full & final: Compliance › Full & Final for leavers - pending salary, leave encashment, gratuity and recoveries.
• Loans, expenses, arrears, bonuses: approve them in the Payroll menu; approved amounts flow into the next run.

Field staff

Set up

1. Field Staff › Settings - add a field profile for each person who works on the road. Set the GPS ping interval, visit geofence radius, selfie rules, ₹/km rate and the daily expense limit.
2. Add customers, or let staff add them from the app during a visit.

The field day (in the app)

1. Check in for the day as usual.
2. Start duty in Field Duty. The route is recorded while on duty.
3. Visit customers: start a visit at the customer's location, add notes and photos, then complete it.
4. Update tasks, record collections and claim expenses with receipts.
5. End duty, then check out for the day.

For the office

• Live Map shows everyone on duty now; Route History replays a person's day.
• Verify collections and approve expenses; Reports summarise visits, kilometres and amounts per person.

People & HR

• Employees: Employees › All Employees - edit profiles, deactivate or re-activate (re-activating counts against your plan's employee limit), and approve Profile Requests employees send.
• Documents and assets: upload documents per employee; assign assets and mark them returned.
• Letters: joining, confirmation, promotion, increment, transfer, warning, experience and relieving letters are generated from templates in Settings › Letter Settings.
• HR actions: HR Actions - promotions, transfers, warning letters and resignations (manager, then HR, then exit checklist).
• Helpdesk: Work & Comms › Helpdesk - reply to employee tickets and close them when resolved.
• Notices and announcements reach everyone in the portal and the app; Work Report / DPR collects daily reports.
• Recognition: employees endorse each other; awards and a leaderboard live in Recognition.

Hiring & performance

Hiring

1. Recruitment › Job Postings - publish a job; it appears on your careers page.
2. Recruitment › Interviews - schedule rounds; interviewers record feedback from My Interviews in their own portal or app.
3. Recruitment › Offer Letters - send the offer; the candidate accepts online.
4. Onboarding › Pre-Joiners - the joiner uploads documents in their portal; when verified, convert them to an employee in one click.
5. Onboarding › Probation Reviews - confirm or extend probation.

Appraisals

1. Appraisals › Settings - sections and criteria with weights.
2. Appraisals › Appraisal Cycles - create a cycle and activate it. Employees fill their self-assessment (web or app).
3. Move the cycle to Manager review; managers score their team. HR reviews and finalizes, and employees see the final rating.

Plans & billing

• Billing › My Subscription shows your plan, employee limit and renewal date, and lets you upgrade or renew.
• Pay online or by UPI/bank transfer; manual payments are activated once the platform team confirms them. Invoices are in Billing › Invoices.
• Your plan decides which menus you and your employees see. If a page says it is not in your plan, upgrade or ask your account manager.
• When the employee limit is reached you cannot add or re-activate employees until you upgrade or deactivate someone.

Troubleshooting

Super admin

The super admin panel (/super/login.php) runs the whole TezzHR platform: every company, plan and setting.

Companies

• Tenants › Companies - create a company, assign a plan and expiry date, suspend or re-activate it, or open its admin panel to help.
• Tenants › Payment Review - approve manual (UPI/bank) payments; approval activates the plan and issues an invoice.
• Tenants › Trial Requests - approve free-trial sign-ups.

Settings

License plans

1. Reseller Program › License Plans › New plan. Set the name, price, duration and employee limit (blank means unlimited).
2. Tick the features the plan includes. Attendance, leave, holidays and the directory are always included.
3. Fill the website fields (monthly and yearly price, button text) and tick Show on Website.

Changes apply straight away to every company on the plan: their menus, employee pages, the mobile app and the public pricing page all follow the ticked features. Disabling a plan hides it from the website; a plan with companies on it cannot be deleted.

Website CMS

• General & SEO: the home page hero (badge, heading, sub-heading, button label and link, optional image, the three numbers), the About page text and image, the Contact page text, email, phone, WhatsApp number and Google map, the Google Play and App Store links (also used by the app's Rate us and Share buttons), social links, SEO title and description, Google Analytics and Search Console.
• sitemap.xml and robots.txt are rebuilt every time you save anything in Website CMS, and once a day by the cron job. Use Regenerate now after publishing many posts, and add extra robots rules if you need them.
• Blog: write posts with a category, tags and SEO fields. Save as draft or publish; a post without a cover image gets artwork for its category.
• Pages: privacy policy, terms and other pages at your own address, optionally linked in the footer.
• FAQs and testimonials appear on the home and pricing pages. Only add testimonials from real customers.

Resellers

The super admin adds resellers in Reseller Program › Resellers with a commission percentage. Resellers sign in at /reseller/login.php, see the companies they brought in and their commissions.