Simple steps for every role
Quick-start lists for each person, plus the words you will hear. No technical knowledge needed.
What each person needs to do
Start with your role. Each list follows the order you will meet things in your first weeks. Your OKR Stars expert walks you through each one at training.
Admin
- Sign in to USR One at apps.usrinfo.tech with one login
- Add your company, locations and departments
- Invite users and give each a role
- Set approval flows and notifications
- Import data with the Excel templates
- Check the audit log when something changes
HR
- Add and update employee records
- Run onboarding checklists for new joiners
- Manage leave, attendance and holidays
- Start a goal or review cycle in USR PMS
- Download reports for audits and management
- Keep consent and data requests in order (DPDP)
Finance
- Set up ledgers, taxes and numbering
- Record invoices, bills and expenses
- Approve claims and payments
- Run month-end checks and reports
- Export data for your auditor or CA
Manager
- Approve leave, expenses and requests
- Set and track team goals and OKRs
- Hold check-ins and write reviews
- See your team dashboard
Employee
- Sign in on the web or mobile
- Update your profile
- Apply for leave and claim expenses
- See payslips and documents
- Update your goals and ask for feedback
Getting help
- Ask USR Assist inside the app first
- Raise a ticket with a screenshot
- Track the ticket until it closes
- Rate the help you got
Full step-by-step manuals with screenshots are shared at training and inside each app. Screens can change as USR Apps improves; the steps stay the same.
Words you will hear
Common questions
Where are the full manuals?
Full manuals with screenshots are shared at training and inside each app, next to the screen they explain.
Are the manuals in other languages?
English first. Ask in the form if you need another language, and we will tell you what is available.
Who keeps the manuals up to date?
USR INFOTECH keeps product guides current. OKR Stars adds notes for your own set-up.
Tell us what you need
Set-up, a support question, training for your team or a visit to the experience centre. A named OKR Stars expert replies, usually within one working day.
OKR Stars: one partner, from kick-off to everyday use
One named expert takes you from set-up and data move to training and support, across USR People, Sales and Marketing, Service, Finance and Operations apps. Start with one suite and we add the next with nothing to re-key.