Learn CrmLeaf HRMS
in under an hour
Step-by-step guides for every CrmLeaf HRMS workflow - from account setup to your first payroll run to F&F settlement. Each tutorial ends with a clear outcome, not just instructions.
8 tutorials - start to finish
Work through them in order (recommended) or jump to the tutorial you need.
Getting started: account setup and first employee
CrmLeaf HRMS live with your first employee, salary structure, and payroll settings
Run your first India payroll
Complete first payroll with PF ECR, ESIC challan, TDS, and Tally sync
Set up shift roster and attendance
Shift templates, employee assignments, and daily attendance tracking live
File PF and ESIC challans
PF ECR uploaded to EPFO portal and ESIC challan paid by statutory deadlines
Onboard a new employee end-to-end
New employee payroll-ready with UAN, ESIC, ESS, and documents complete
Set up OKR cycle and track performance
Quarterly OKR cycle with company, team, and individual KRs live
Process a full F&F settlement
F&F processed with pending salary, gratuity, TDS, and Form 16 Part B
Connect Tally ERP to CrmLeaf HRMS
Tally sync live: payroll journals posting automatically after every run
Start Tutorial 1 in a free trial account.
15-day free trial, no credit card. Create your account, follow Tutorial 1, and have CrmLeaf HRMS live with your first employee by end of day.