Docs / Guides / Admin Guide

Administrator Guide

Complete administration reference for configuring organizational units, provisioning employees, structuring multi-tier RBAC rules, executing monthly payroll batches, and auditing compliance logs.

⚠️

Closed Enrollment: Swot HR strictly prohibits self-registration. All user accounts must be created and role-assigned by an authorized HR Administrator.

1. Employee Provisioning & Lifecycle Management

Administrators can add employees individually or in bulk via CSV imports. When provisioned, each employee is assigned a designated manager, cost center, salary template, and shift group.

Create Profile

Input full name, corporate email, department, role tier, designation, and reporting manager.

Assign Compensation

Attach standard salary structure (Basic + HRA + Allowances + statutory EPF deductions).

Dispatch Welcome Invite

Trigger automated welcome email with initial temporary credentials and MFA enrollment guide.

2. Role-Based Access Control (RBAC)

Permissions are strictly segregated across four core personas: Employee, Team Manager, HR Administrator, and Compliance Auditor.

Action	Employee	Manager	Admin	Auditor
Employee CRUD	❌ Denied	❌ Denied	✅ Full Access	Read-Only
Leave Approval	❌ Denied	✅ Direct Reports	✅ All Departments	Read-Only
Payroll Run & Disbursal	❌ Denied	❌ Denied	✅ Full Control	Read-Only
Audit Log Access	❌ Denied	❌ Denied	✅ View & Export	✅ View & Export

3. Shift Scheduling & Attendance Policies

Configure flexible or fixed shifts with customizable grace periods, late-coming penalties, and automatic half-day thresholds.

4. Payroll Engine & Tax Compliance

Run one-click monthly payroll computations that automatically account for unpaid leaves (LWP), provident fund caps, professional taxes, and tax deductions at source (TDS).

5. Audit Logging & SOC2 Compliance

Every critical modification (salary changes, role promotions, attendance overrides, payslip downloads) produces an immutable, timestamped audit entry with source IP and user agent metadata.

← User Guide

System Architecture →