Client data pack

Collect clean data before HRM becomes the operating system.

This page is designed as a print-ready checklist for the buyer, HR owner, payroll owner, and EyeLogs implementation owner.

Required before UAT

Do not start production testing with incomplete data.

CompanyLegal and operating profileLegal name, short name, locations, entity type, working days, holidays, HR owner, payroll owner, IT owner, support owner.
StructureDepartments and rolesDepartment code, name, category, location, cost center, manager, minimum coverage, clinical/non-clinical flag if hospital.
EmployeesEmployee master importEmployee code, name, email, phone, joining date, designation, department, manager, status, employment type, salary basics.
AttendanceShift and roster importShift code, start/end, grace minutes, night flag, weekly off, employee assignment, work date, coverage role, approver.
PayrollStatutory and salary setupBasic, HRA, allowances, PAN, bank account, IFSC, PF/ESI/PT/TDS applicability, LOP, overtime, night allowance, leave encashment.
DocumentsDocument vault checklistAppointment letter, ID proof, bank proof, tax declaration, policy acknowledgement, certificate/licence, expiry date, access owner.
SecurityUsers and MFASuper Admin, HR Admin, Recruiter, Hiring Manager, Employee, payroll reviewer, invite flow, MFA policy, reset owner.
SupportLaunch support pathIssue categories, priority matrix, response expectations, escalation owner, backup owner, adoption review date.
Acceptance

Checklist is complete only when every row has an owner.

Missing owners create rollout risk. The UAT should record who approved each import, workflow, payroll boundary, and security control.

Open HRM UAT workspace
Setup templates

Collect clean onboarding data through the HRM setup workflow.

EmployeesEmployee master importEmployee code, contact, department, manager, joining date, salary basics, bank and statutory flags.Open import setup
RosterDepartment and shift setupDepartment codes, cost centers, minimum coverage, shift windows, grace, night duty, weekly off, and approver.Open roster workflow
PayrollPayroll policy setupPF, ESI, PT, TDS, LOP, overtime, night allowance, and accountant approval evidence.Open payroll workflow
UATHospital UAT trackerStep owner, expected evidence, status, and notes for every production acceptance gate.Open UAT runbook