Run your people, payroll and business operations from one platform.
PeopleOS brings HR, attendance, payroll, Indian statutory compliance, sales, invoicing and finance together, multi-organisation, role-based and audit-ready.
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Everything connects, so work flows from one step to the next.
Each module hands its data to the next. Hire someone once and they flow through attendance, payroll and payslips; win a deal and it flows through quotations, invoicing and payments to your finance dashboard.
From hire to payslip
Every step of the employee journey feeds the next, with no re-entry.
From sale to insight
Money in and money out, tracked and reported in one place.
Six modules. One platform.
People · Time · Payroll · Sales · Finance · Security
People
One record for every employee, from offer to exit.
Run hiring from opening to offer, bring new joiners on board, and manage every employee, department and reporting line from a single source of truth. The people record is the starting point for everything else in PeopleOS: attendance, leave, payroll and access all build on it.
- Hiring pipeline — Create openings, add candidates and move them through configurable stages, from resume screening and interviews to offer.
- Invite or import employees — Invite new joiners individually or import your existing team from Excel.
- Employee directory — Search and filter by department, role, location and status, with Excel and PDF export and a live workforce report.
- Rich profiles & approvals — PAN, Aadhaar, PF UAN, bank details, joining date and employment type, with approval of profile changes.
- Departments & hierarchy — Reporting managers, department heads and an org-chart view.
- Benefits, emergency contacts & offboarding — Everything from day one to last day, in one place.
Time
Attendance, leave and timesheets that feed payroll automatically.
Capture when people work and when they're away, with rules that match how your organisation actually runs. Approved attendance, leave and timesheets flow straight into the payroll run, so nobody re-keys numbers into a spreadsheet.
- Daily timesheet — See the whole team's day at a glance and mark leave in a tap, with everyone present by default.
- Submissions & approvals — Review timesheet submissions and approve them before they reach payroll.
- Check-in / check-out — Geolocation-based attendance, with self and admin entry.
- Working days & shifts — Set working days, shift start and end times, and a grace period before someone is marked late.
- Shift enforcement — Check-in and check-out windows around each shift keep attendance records accurate.
- Overtime rules — Hourly overtime calculated from per-day salary, shift hours and your multiplier, shown as Overtime Pay on the payslip.
- Company holidays — Import standard holidays, add organisation-specific ones by location, and export the calendar.
- Leave management — Paid and unpaid leave, live balances and multi-level approvals with email notifications.
Payroll
Accurate payroll and payslips, built for Indian rules.
Run monthly or weekly payroll in a few clicks. PeopleOS pulls in attendance, leave and overtime, applies each employee's current salary structure and your statutory settings, and produces payslips your employees can trust.
- Salary revisions & history — Every change is recorded as a dated revision, so past salaries and payslips stay accurate. Import existing salary history to get started.
- Salary at a glance — Base salary, net pay, estimated annual CTC and next review date, in monthly or yearly view.
- Custom pay components — Basic, HRA, allowances and deductions, fixed or percentage-based, per employee.
- Employee costing — An hourly internal rate generated from approved compensation and the organisation's schedule.
- Attendance-driven — Automatic pro-rating, absence and late deductions, and overtime pay.
- PF, ESI & Professional Tax — Configurable wage basis, wage ceilings, employee and employer rates, and state-specific PT slabs, feeding straight into payroll.
- Income tax & declarations — Income-tax slabs for the new and old regimes, TDS with 87A rebate, surcharge and cess, and review of 80C / 80D / HRA declarations, with Form 16 and Form 12BB.
- Approve & export — Item- and run-level approvals, payslip PDFs and Excel export.
- Compensation & growth — Compensation, appraisals, goals and training records sit alongside payroll.
Sales
Every lead, deal and follow-up, from first contact to won.
Capture leads, move them through your pipeline, and never miss a follow-up. Customers, quotations and activities sit in the same platform as invoicing and finance, so the work you win flows straight into billing and collections.
- Sales dashboard — Active leads, pipeline value, deals won this month, follow-ups due and win rate at a glance.
- Pipeline board — Move leads through New, Contacted, Qualified, Proposal, Negotiation, Won and Lost, with the value of each stage. Filter by owner and period, or switch to a list view.
- Leads & opportunities — Add leads one by one or import them in bulk, and track opportunities as they progress.
- Follow-ups that don't slip — Overdue follow-ups are flagged on each lead and surfaced in Sales Pulse, alongside today's agenda.
- Activities & calendar — Log calls, follow-ups and notes against leads, customers and opportunities, with a calendar view and filters by type, status, owner and date.
- Activity reporting — Completed, upcoming and overdue activity counts, and a breakdown by activity type.
- Quotations & customers — Prepare quotations and keep a single customer record shared with billing.
- Multi-currency — Pipeline and won values converted to USD using live rates.
Finance
Revenue, expenses and your financial health, in one place.
Bill clients, record payments, track and approve expenses, and see what's owed to you and what you owe, all in the same platform that runs your payroll. Because payroll lives here too, you can see revenue, payroll and operating costs side by side.
- Finance overview — Revenue, cash received, receivables, payables, operating expenses and net cash flow on one dashboard.
- Revenue vs payroll vs expenses — Track income against payroll and operating costs by week, month, quarter or year.
- Needs attention — Finance exceptions, such as overdue payables, surfaced automatically.
- Revenue & collections — Invoiced revenue, collected revenue, outstanding receivables and collection rate, with trends by currency and by client.
- Invoices & payments — Create invoices with units, discounts, multi-currency and tax; record payments; follow each invoice from draft to paid.
- Expense management — Create, approve and analyse expenses by category, department and currency, from submission through approval to payment or reimbursement.
- Clients & vendors — Client and vendor directories linked to invoices, expenses and payments.
- Multi-currency — Transactions in any currency, with totals normalised to USD using live conversion rates.
- Export & reports — Excel and PDF exports and finance reports.
Security
Security and privacy controls you can see, not just trust.
PeopleOS holds some of your most sensitive data, so security and privacy have their own home in the product. See how well your organisation is protected, control who can access what, and manage how long personal data is kept, all from one place.
- Security posture — A clear score based on the security controls that are configured or verified, with anything that needs attention listed alongside.
- Security controls — Encryption, data isolation and document controls, each with its verification status.
- Roles & permissions — Per-resource, per-action access with a super-admin tier, and visibility of privileged users.
- Audit logs — Security-sensitive activity is recorded, so you can see who did what, and when.
- Personal data inventory — Catalogue the personal data you hold by sensitivity and spot protection gaps, using metadata only, so no employee values are exposed.
- Retention & erasure — Retention policies by data category, legal holds, and an erasure review queue where eligible records need a human decision.
- Privacy requests & notices — Handle privacy requests and publish privacy notices from the same workspace.
- Multi-organisation — Run several organisations from one platform, each with its own data and settings.
Built for Indian payroll and tax, end to end.
Statutory rules are part of the payroll engine, with configurable ceilings, thresholds and state-wise slabs.
Why teams choose PeopleOS
One platform, one record
People, time, payroll, sales and finance share the same data, so every number traces back to its source.
Multi-organisation
Run several companies or entities from one login, each with its own settings, employees and books.
Role-based and audit-ready
Fine-grained permissions and recorded approvals give you control and accountability.
Built for India
PF, ESI, Professional Tax, TDS, Form 16 and 12BB are handled natively, not bolted on.
Approvals where they matter
Leave, payroll items and payroll runs go through the approvals you define, with email notifications.
Documents on demand
Payslips and invoices as PDFs, reports in Excel, and invoices delivered by email.
See PeopleOS with your own workflows.
Book a walkthrough, or start a trial and try it with your own team. Tell us a little about your organisation and the PeopleOS team will get back to you.
- Email the PeopleOS teampeopleos@cbtspv.com
- Already using PeopleOS?Sign in →
- Your data stays yoursMulti-organisation, role-based and audit-ready, with security and privacy controls built in.