Sumoayroll offers three ways to create an employee profile:

1. Manual Entry

Step 1:
Go to HR Management > Employees > Add New Employee
Or
Go to View Employees, click on the Actions dropdown, and select Add New.

Step 2:
Fill in the required employee details and click Next to proceed.
Alternatively, click Save Draft to save the profile for later completion.

Note: All fields marked with * are mandatory. Once saved, you will be redirected to the employee’s profile page to complete the remaining information.

2. Import via Excel

Step 1:
Go to HR Management > Employees > Import Employees
Click on the Import Employee button.

Step 2:
Download the sample Excel file, fill in employee details (at least one field is required), and save it.

Step 3:
Upload the completed file and click Import Employees.

Step 4:
Map your Excel fields to SumoPayroll’s system fields.

Step 5:
Review and validate each step (Basic Info, PAN, Aadhaar, Address, etc.).

Step 6:
Click Import on the final (Payroll Info) step. A success message will confirm import completion and employees will appear in Active status.

3. Onboarding Process

Step 1:
Navigate to HR Management > Employees > Onboarding
Click on Onboarding Request.

Step 2:
Fill in the initial candidate details and click Save. You’ll be redirected to the onboarding checklist.

Step 3: Complete the 3 onboarding checklists:

  • Checklist 1: Upload & send the Offer Letter

  • Checklist 2: Request and review supporting documents
    (or manually enter them via the "Add" option)

  • Checklist 3: Enter Payroll Information

Each checklist must be completed before finalizing onboarding.

Step 4:
Once all checklists are complete, click Complete Onboarding.

Step 5:
Confirm the conversion — the candidate profile will be converted to an Active Employee in the system.