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Overview Video

Step-by-Step Tutorial Guide

Overview

This tutorial provides a complete overview of the TankhaPay platform and its core modules. The walkthrough covers:

  • Accessing the TankhaPay dashboard

  • Understanding the platform layout

  • Navigating core HRMS modules

  • Reviewing dashboard analytics

  • Managing employee operations

  • Accessing reports and workflows

  • Understanding centralized HR and payroll management

Step 1: Log In to the TankhaPay Platform

  1. Open the TankhaPay login page.

  2. Enter your registered credentials.

  3. Click on Login to access the dashboard.

  4. After successful login, the main platform dashboard opens.

The dashboard acts as the central control panel for HR, payroll, employee, and operational management.

Step 2: Understand the Main Dashboard Layout

  1. Review the dashboard interface.

  2. The dashboard typically contains:

    • Left-side navigation menu

    • Top navigation bar

    • Notifications panel

    • User profile settings

    • Dashboard analytics widgets

  3. The dashboard provides quick access to all modules and organizational activities.

This layout helps users navigate the system efficiently.

Step 3: Review Dashboard Analytics and Summary Cards

  1. On the home screen, review organizational summary data.

  2. Dashboard insights may include:

    • Total Employees

    • Attendance Summary

    • Pending Approvals

    • Leave Requests

    • Payroll Status

    • Recruitment Activity

    • Live Tracking Information

  3. Use the dashboard to monitor daily HR and payroll operations.

These analytics provide quick operational visibility.

Step 4: Explore Core Platform Modules

From the left-side navigation panel, users can access multiple modules such as:

  • Employee Management

  • Attendance Management

  • Leave Management

  • Payroll & Payouts

  • Reports

  • Approvals

  • ATS

  • PMS

  • Training & Development

  • Broadcast

  • Live Tracking

  • Business Settings

  • Help & Support

Each module is designed to manage a specific HR or operational function.

Step 5: Access Employee Management Features

  1. Open the Employee Management module.

  2. Review employee records and profiles.

  3. Manage:

    • Employee Details

    • Departments

    • Designations

    • Documents

    • Employee Status

This module centralizes workforce information and employee lifecycle management.

Step 6: Review Attendance and Leave Operations

  1. Open the Attendance Management module.

  2. Monitor:

    • Employee Attendance

    • Punch-In/Punch-Out Records

    • Shift Details

    • Working Hours

  3. Open the Leave Management module.

  4. Configure leave policies and review leave requests.

These modules help organizations manage employee time and attendance efficiently.

Step 7: Access Payroll and Payout Features

  1. Open the payroll or payouts section.

  2. Review payroll processing workflows.

  3. Manage:

    • Salary Processing

    • Employee Payouts

    • Bank Transfers

    • Compliance Deductions

    • Payroll Reports

This helps organizations streamline salary and payment management.

Step 8: Review Recruitment and Performance Modules

  1. Open the ATS module.

  2. Manage:

    • Job Openings

    • Candidate Applications

    • Interview Scheduling

    • Hiring Pipelines

  3. Open the PMS module.

  4. Review:

    • Goal Tracking

    • Appraisals

    • Performance Reviews

    • KPI Management

These modules help organizations manage hiring and employee performance processes.

Step 9: Access Reports and Analytics

  1. Open the Reports module.

  2. Generate reports related to:

    • Payroll

    • Attendance

    • Employee Data

    • Compliance

    • Leave Management

  3. Apply filters and export reports when required.

Reports help organizations analyze workforce and operational data efficiently.

Step 10: Review Communication and Support Features

  1. Open the Broadcast module.

  2. Send announcements, notifications, and employee updates.

  3. Open the Help & Support module.

  4. Raise support tickets and track issue resolution.

These features help improve communication and operational support management.

Step 11: Configure Business and System Settings

  1. Open the Business Settings module.

  2. Configure:

    • Company Information

    • Payroll Settings

    • Attendance Policies

    • User Permissions

    • Branches and Departments

  3. Save configuration updates.

Business settings help organizations customize the platform according to operational requirements.

Step 12: Use Live Tracking and Training Features

  1. Open the Live Tracking module.

  2. Monitor field employee activity and movement.

  3. Open the Training & Development module.

  4. Manage employee training programs and learning progress.

These features support workforce productivity and employee development.

Key Benefits of the TankhaPay Platform

  • Centralized HR and payroll operations

  • End-to-end workforce management

  • Real-time attendance and tracking visibility

  • Streamlined payroll and payout processing

  • Structured recruitment and performance workflows

  • Advanced reporting and analytics

  • Improved employee communication and support

  • Flexible organizational configuration

End of Tutorial

You have now completed the walkthrough of the TankhaPay platform overview.

TankhaPay provides organizations with a centralized HRMS ecosystem to efficiently manage employees, payroll, attendance, recruitment, performance, communication, reporting, and operational workflows through a unified platform.

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