HR setup, employee import and staff portal invites

Everything here is under HR & Payroll.

"Finish HR setup first — set up leave types, set this year's holidays, confirm your work week and start time..."

Adding employee records is always allowed. Inviting them to the staff portal waits until HR setup is done, so staff don't get a portal with no leave balance and the wrong work week.

1. Open Leave once. Default leave types are created automatically; adjust them if needed.
2. Open Holidays and add this year's holidays.
3. Open Attendance → settings, confirm the work week and start time, and save.
4. Go back to Employees and send the invites.

Other invite messages:

• "None of the selected employees have a salary set yet...": set salaries first if you want payroll to work from day one.
• Invites are sent up to 200 at a time.

Import employees

Employees → Import. Up to 5,000 rows. Blocked if it would exceed your plan's employee limit ("Plan limit: N employees..."). You can undo an import within 24 hours.

Staff portal login

Staff use the staff portal at /sevaspace/<your-org> with the email on their employee record.

• The email must match the employee record exactly; check spelling on the employee.
• "Your login is not linked to an employee record — ask HR to link it...": HR opens the employee and links or re-invites the login.

Honorary staff and unpaid interns

• Honorary team members get HON- codes and an honorarium, and are outside PF/ESI/gratuity. "This person still has a salary structure. Remove it before making them honorary..."
• "Only an intern can be marked unpaid." Unpaid interns are never included in payroll.