Help Center & Onboarding Guide

Run your entire HR operations in one place — faster, smarter, and without spreadsheets

Zetta HRM helps teams manage employees, payroll, attendance, and performance with ease. Follow step-by-step guides, explore features, and get your company set up in minutes — not days.

✔ Employee Management✔ Payroll Automation✔ Attendance Tracking✔ Performance Insights

Help Center Highlights

Short answers, actionable next steps

Getting Started

Create your company workspace, invite staff, and configure roles in minutes.

Find Anything Fast

Open the apps launcher (the grid button or ⌘K) to search every page you can reach, and collapse sidebar groups to the sections you actually use.

Configure Your Workspace

Manage departments, designations, leave types, and system preferences with ease.

Security & Access

Role-based access with required company context and session controls keeps data isolated.

Auth, Invitation & Context Flow

Authentication

  1. 1Sign in with email and password.
  2. 2If OTP is required, verify using the code sent to your email.
  3. 3Session cookies are created after successful verification.
  4. 4Company context is resolved before HRM modules are loaded.

Invitation Onboarding

  1. 1Company admin sends invitation to staff email.
  2. 2Invited user verifies the invitation OTP.
  3. 3User sets account password and activates access.
  4. 4User signs in and gets Company context resolved.

Company Context

  1. 1If user is linked to one Company, it auto-selects.
  2. 2If linked to multiple companies, last valid company is restored when possible.
  3. 3If no valid last company exists, selector is shown.
  4. 4Active company can be switched from user menu.
  5. 5All HRM data reads/writes are scoped to active company context.
Guide for new teams

Launch in three focused steps

Use this short guide to get your team aligned, operational, and ready to deliver care without delays.

Create Your Facility Profile

Add company details, departments, and core services so your workspace matches your operations.

Invite Your Team

Send invitations, assign roles, and make sure each user can select the correct company context.

Run Your First Workflow

Add employees and start tracking attendance and leave to validate your HR workflow.

Frequently Asked Questions

Quick answers to the questions teams ask most often.

How do I reset my password?

Open the sign-in page and choose the forgot password option. Enter your account email, verify the OTP sent to your inbox, then create a new password. If the OTP does not arrive, check spam or confirm that you are using the same email linked to your account.

Can I invite staff with different roles?

Yes. During invitation, admins can assign roles based on each team member’s responsibility. Those roles control which modules a user can open, what actions they can perform, and how much company data they are allowed to see after joining.

Where can I see audit logs?

Authorized admins can review audit activity from the admin area of the dashboard. Audit logs help track important actions such as updates, approvals, and configuration changes, making it easier to monitor usage and review past activity when needed.

Can employees access only their own information?

Yes, access can be limited based on role and permission settings. In most cases, employees only see their own profile, attendance, leave, and related records, while managers or admins can be given broader access depending on operational needs.

What are the “Supervisor” and “HR Partner” fields on an employee?

They set an employee’s reporting line, not their access. Supervisor is the person the employee reports to directly; HR Partner is the specific HR person who owns that employee’s case — useful when a company has several HR Managers, and if it is left blank all HR Managers cover them. Together they form the escalation order Supervisor → Department head → HR Partner used to route things like leave and attendance. They are assigned on the employee’s record and grant no extra permissions — naming someone here does not give them any power over that employee’s account. They are not company roles, so they do not appear on the Roles & Permissions page.

How do I find a page quickly?

Open the apps launcher — the grid button in the top bar, or press ⌘K (Ctrl+K) — for an Odoo-style grid of every page you can reach, with a search box inside it, so you can type a name and jump straight there. The sidebar covers the same ground: its groups now stay collapsed until you open them and remember that choice for you, so you only see the sections you use. Hover any page (in the sidebar or the launcher) and click the pin to keep it in a Pinned list at the top of the sidebar, and a collapsed Recent list remembers where you have just been. The launcher and your pins only ever include pages your role and plan allow, so what you see there is exactly what you can open.

How does arriving late affect an employee’s pay?

A company can enable graded late-arrival deductions that dock a fraction of a day’s salary based on how late the arrival was — for example, on a 9:00 AM shift, 2–3 hours late can lose half the day and 3+ hours two-thirds. The bands are set under Payroll Policy → Late Deduction Tiers, are measured after the shift’s grace period, and do not stack (a day falls into a single band). Nothing is deducted until a company configures and turns it on.