# Setting Page
Every major setup required for the workspace is controlled from here.
The first setting available under this section is **Manage Workspace**.
### Manage Workspace :
The **Manage Workspace** setting allows administrators to define and maintain the core details of the organization. This information represents the workspace identity across the system and is used in various modules, reports, and official documents.
#### Accessing Manage Workspace :
Navigate to **Settings → Manage Workspace** to view and update workspace details.\
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### Workspace Details:
#### General Information:
In this section, you can configure the basic identity of your workspace:
* **Workspace Logo**\
Upload the company logo using the *Choose File* option.
* **Workspace Name**\
Enter the official name of the workspace.
* **Workspace Bio**\
Add a short description or bio related to the workspace.
#### Contact Details :
This section captures the official contact and location information of the organization:
Legal identification details of the organization are maintained here:
* **PAN Number**
* **TAN Number**
#### Billing Details:
Billing-related information used for invoicing and compliance:
* **Billing Name**
* **GST Number**
#### Saving Workspace Information :
After entering or updating all the required details, click on the **Save** button at the bottom of the page.
This completes the **Manage Workspace** configuration. All saved details will be reflected across the system wherever workspace information is required.
### Administration List :
Inside the **Settings** page, the **Administration List** contains multiple configuration sections used to manage organizational structure and access control. Each section allows administrators to configure specific components of the system.
### Organization Settings
The **Organization** section is used to manage all core organizational entities. The following components are available under Organization settings:\
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* Employees
* Admins
* AOW
* Companies
* Company Category
* Contractor
* Location
* Departments
* Division
* Designation
* Group
* Machine
All configuration and management related to these components can be done from their respective sections within **Organization**.
## Employee Management
The Employee section is used to maintain the employee master and manage employee records through a centralized listing where admins can view, search, filter, and take actions such as assigning access, editing details, or deleting employees.\
Employees can be added using the Add Employee option, and employee data can be exported using the Export option.
**Access Path :**\
**Settings →Organization → Employee**\
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### Employee Listing Page
When you open the **Employee** section, you will see the employee list along with multiple action buttons at the top.
### Top Action Buttons :
#### 1. Show Resigned :
* Displays only those employees who have already resigned or exited the organization.
* Useful for tracking former employees separately from active employees.
#### 2. Show Probation :
* Displays employees who are currently under a probation period.
* Helps HR and Admin teams monitor probation employees easily.
#### 3. Filters :
The **Filter** button allows you to narrow down the employee list using multiple criteria.
**Available Filters :**
* **Employee Name** – Search employee by name
* **Designation** – Filter based on job title/designation
* **Company** – Select company (for multi-company setup)
* **Location** – Filter by office/location
* **Department** – Filter by department
* **Group** – Filter by assigned group
* **Category** – Filter by employee category
* **Manager** – Filter employees under a specific reporting manager
* **Contractor** – Select contractor employees
* **Has Contractor (Yes / No)** – Filter employees who have contractor association
* **Is Present Every Day** – Filter employees marked as present daily
* **Joining From / Joining To** – Filter employees based on joining date range
* **Sign From / Sign To** – Filter based on document / sign date range
* **Date of Joining** – Search employees by exact joining date
A **Clear** button is available to reset all applied filters.
#### 4. Export :
* Downloads employee data in a file format.
* Includes employee names and related details for reporting or offline use.
#### 5. Import :
The **Import** button is used to upload employee-related data in bulk.
**Import Options :**
**a. Add New Users :**
* Used to onboard multiple new employees at once.
Steps:
* Select Contractor
* Choose the employee data file
* Click **Import**
**b. Update Existing User**
* Used to update details of already onboarded employees.
Steps:
* Select Location
* Select Group
* Choose file
* Click **Update**
**c. Leave Balance :**
Used to import employee leave balances in bulk.
Steps :
* Choose file
* Click **Import**
**d. Salary Details**
* Used to import employee salary details.
Options available :
* **Download Sample File** – to understand the required format
**Import New Salary**
* Select Company
* Choose file
* Click **Import**
#### 6. Add Employee
* Used to onboard a new employee into the system.
* Opens a detailed form with multiple sections.
### Add Employee – Detailed Sections
#### 1. General Details
**Employment Type**
Select the type of employment :
* New Employee
* Rejoining
* Transfer
**Basic Employee Information :**
The following fields are captured in the Employee Master under Basic Details:
* **Employee ID** – Unique identification number assigned to the employee
* **Date of Joining** – Official joining date in the organization
* **First Name** – Employee’s first name
* **Middle Name** – Employee’s middle name (if applicable)
* **Last Name** – Employee’s surname
* **Full Name** – Complete name of the employee
* **Name as per Aadhaar** – Name exactly as mentioned on Aadhaar card (for compliance and documentation purposes)
* **Gender** – Employee’s gender
* **Date of Birth** – Employee’s birth date
* **Blood Group** – Blood group information (useful for emergency records)
* **Designation** – Job title assigned to the employee
* **Profile Picture** – Employee’s photograph for identification within the system
These fields ensure proper identity management and statutory compliance.
**Note :**\
Designation must be created first in **Organization → Designation Settings**. Only added designations appear in the dropdown.
#### 2. Relation / Organizational Details
* **Company** – Select the company entity the employee belongs to (useful in multi-company setups).
* **Location** – Specifies the branch or work location of the employee.
* **Department** – Defines the functional department (e.g., HR, Sales, IT, Finance).
* **Division** – Represents a sub-unit or vertical within a department.
* **Contractor** – Indicates whether the employee is linked to a contractor or third-party agency.
* **Group** – Used for internal grouping of employees for policies, reporting, or permissions.
* **Category** – Classifies employees based on employment type (e.g., Permanent, Intern, Consultant, Trainee).
**Note:**\
All this section must be created in their respective organization settings before selection.
#### 3. Contact Details
* Phone Number
* Family Contact
* Address
* District
* State
* Pincode
#### 4. Bank Details :
* **Bank Name** – Name of the bank where the employee holds the account.
* **Branch Name** – Specific branch of the bank.
* **Account Number** – Employee’s bank account number (used for salary processing).
* **IFSC Code** – Indian Financial System Code of the bank branch (required for electronic fund transfers such as NEFT/RTGS/IMPS).
#### 5. Legal Details
* **Aadhaar Number** – Unique identification number issued by UIDAI (used for identity verification).
* **PAN Number** – Permanent Account Number (required for income tax and TDS processing).
* **PF Account Number** – Provident Fund account number assigned to the employee.
* **UAN Number** – Universal Account Number linked to the employee’s EPF account.
* **ESIC Number** – Employee State Insurance Corporation number (for medical and insurance benefits).
* **LIN Number** – Labour Identification Number associated with the organization for statutory compliance.
These details ensure adherence to Indian statutory regulations and facilitate smooth payroll and compliance
#### 6. Timings
* **In Time** – Scheduled shift start time for the employee.
* **Out Time** – Scheduled shift end time for the employee.
* **Weekly Off** – Assigned weekly off day(s) (e.g., Sunday, Saturday-Sunday).
* **Clock-in Grace (minutes)** – Allowed grace period (in minutes) after shift start time without marking late.
* **Clock-out Grace (minutes)** – Allowed grace period (in minutes) before shift end time without marking early departure.
* **Applicable Breaks** – Defines break timings or break duration applicable during the shift (e.g., lunch break, tea break).
These settings ensure proper attendance calculation, late/early tracking, and payroll accuracy.
**Timing Checkboxes (Employee-Specific Rules)**
* **Enable Floating Week Off** – Week off can be assigned on any day
* **Enable Auto Shift Mapper** – System assigns shifts automatically
* **Enable Flexible Punching** – Allows next-day clock-out
* **Has No Break** – No break considered in working hours
* **No Weekly Off** – Weekly off not applicable
* **No Holiday Applicable** – Holidays not applicable
* **Mark Present by Default** – Auto-present if no punch
* **Late Fine Not Applicable** – No late fine applied
* **No Half Day Applicable** – Half day not marked
* **Overlaps Half Day Policy** – Late/early out won’t trigger half day
* **TSS Subsidy as Applicable** – TSS subsidy applied
* **Double Pay on Week Off / Holiday** – Double salary for work
* **Auto Clock Out** – Auto clock-out after 12 AM
* **Enable Compensatory Off** – Comp off allowed
* **Compensatory Pay Out** – Comp off can be paid
* **Enable Monthly Compensatory Payout** – Monthly payout enabled
#### Allowed Late Marks
* Set the number of late marks allowed.
* Late marks can be adjusted if balance is available.
#### 7. Probation & Leave Settings
**Set Probation Period from Date of Joining**
This setting allows the organization to place an employee under a probation period after joining.
* **Enable Probation** – Toggle option to activate probation status for the employee.
* **Duration Configuration** – Define the probation period either by:
* **Number of Months** (e.g., 3 months, 6 months), or
* **Specific Start and End Dates**
**Calculate Leave from Date of Joining**
* Leave eligibility starts from joining date.
* Configure :
* After how many days or months leave can be availed
#### 8. Payroll Details
* **Incentive Amount** – Defines the incentive value assigned to the employee. This can be a fixed amount or calculated based on performance.
* **Incentive Type (Fixed / Percentage)** –
* **Fixed** – A predetermined flat amount is paid as incentive.
* **Percentage** – Incentive is calculated as a percentage of salary, sales, or defined performance criteria.
* **OT Ratio** – Specifies the overtime multiplier applied to the employee’s hourly rate.
These configurations ensure accurate payroll processing, incentive calculation,
#### 9. Performance Management
* **Enable Mobile Attendance** – Allows the employee to mark attendance through the mobile application.
* **Enable Selfie (as per tenant settings)** – Enables mandatory selfie capture during attendance marking, subject to tenant-level configuration.
* **Set Homepage** – Defines the default landing page when the employee logs into the system or mobile app. Available options:
#### 11. Biometric Details
* Machine ID
* Card Number
#### 12. Login Credentials :
* **Email ID** – Official email address used as the username for system login and communication.
* **Password** – Secure password set for accessing the system.
* **Confirm Password** – Re-enter the password to ensure accuracy and avoid login errors.
Click **Save Employee** to complete onboarding.\
### Employee List View:
After saving, the employee appears in the list with the following columns:
* **Employee ID** – Unique identification number assigned to the employee.
* **Name** – Full name of the employee.
* **Designation** – Official job title or position of the employee.
* **Location** – Assigned work location or branch.
* **Company** – Company entity under which the employee is registered.
* **Remark** – Additional notes or comments related to the employee record.
* **Action** – Action buttons to perform operations such as View, Edit, Delete, Activate/Deactivate, or other administrative tasks.
### Action Buttons :
#### 1. Exit :
Used to process resignation, termination, or transfer.
**Exit Form Fields**
#### Exit Management – Application Fields
The Exit / Separation module includes the following fields:
* **Date of Application** – Date on which the employee submitted the resignation or exit request.
* **Notice Period (Days)** – Number of notice period days to be served by the employee.
* **Date of Approval** – Date on which the resignation or exit request was approved by management.
* **Date of Exit** – Final working day of the employee (mandatory if Status is marked as *Approved*).
**Resign Type**
Defines the type of separation:
* **Resigned** – Voluntary resignation by the employee.
* **Terminated** – Employment ended by the company.
* **Retired** – Separation due to retirement.
* **Transfer** – Employee transferred to another company, branch, or division.
**Status**
Indicates the current stage of the exit request:
* **Pending** – Request submitted but not yet reviewed.
* **Under Review** – Currently being evaluated by management/HR.
* **Approved** – Exit request approved.
* **Declined** – Exit request rejected.
* **Reason for Resignation / Termination** – Specifies the purpose or cause of separation.
* **Upload Document** – Option to attach supporting documents such as resignation letter, approval letter, or termination notice.
This structure ensures proper tracking, approval workflow, and compliance in employee exit management.
Employee Edit Section
The **Edit Employee** section allows administrators to modify and manage an employee’s information after onboarding.
1. General Details
2. Salary Details
3. Permissions
4. Logs
5. Shift Mapper
Each tab serves a specific purpose, explained below
### General Details
The **General Details** tab is used to **edit basic employee information**.
All the details that were entered at the time of **adding the employee** can be modified here, including :
* Personal information (name, gender, DOB, blood group)
* Employment details (employee ID, date of joining, designation)
* Organization mapping (company, location, department, division, contractor, category)
* Contact details (phone number, address, state, district, pincode)
* Bank details (bank name, branch, account number, IFSC)
* Legal details (Aadhaar, PAN, PF, UAN, ESIC, etc.)
* Timings, probation, leave, payroll, performance, permissions, biometric, and login details
Any changes made here will immediately reflect for the employee after saving.
### 2. Salary Details:
The **Salary Details** tab is used to **assign, revise, and manage the employee’s salary structure**.
#### Salary Template Selection
* You can select a **Salary Template** from the dropdown.
* **Important:** Salary templates must be created first in\
**Payroll → Salary Templates**.
* Once selected, click **Submit** to apply the template.
#### Salary History Section :
Below the template selection, the **Salary History** table is displayed.
The following columns are visible :
* **CTC Per Month** – Monthly Cost to Company
* **Effective From** – Date from which the salary is applicable
* **Payroll Month** – Month used for payroll processing
* **Created At** – Date when the salary entry was created
* **Status** – Active / Inactive
Salary applies **only when status is Active**
Status can be toggled by clicking on it
* **Action** – Edit button to revise salary details
To apply a new or revised salary, you must **activate the correct salary entry**.
#### Add New Revision :
* Use the **Add New Revision** button to revise salary details.
* Set a new **effective date** and **payroll month**.
* The revised entry will appear in **Salary History**.
* Activate the revised entry to apply it.
#### CTC Breakdown:
This section displays **earnings components** such as:
The salary structure includes the following components:
* **Basic** – Core component of salary, used as the base for calculating other allowances and statutory deductions.
* **HRA (House Rent Allowance)** – Allowance provided to cover housing or rent expenses.
* **Conveyance** – Allowance given to meet daily travel or commuting expenses.
* **Other Allowances** – Additional salary components such as special allowance, medical allowance, or any other company-defined benefits.
These components together form the employee’s gross salary.
For each earning:
**Calculation Type** is shown (as configured in Payroll → Earnings), such as:
#### Salary Calculation Type
The amount can be configured based on the following calculation methods:
* **Fixed** – A predefined fixed amount paid every month, regardless of attendance or salary structure changes.
* **By Attendance** – Amount calculated based on employee attendance (e.g., payable only for days present or prorated as per working days).
* **Percentage of Gross** – Calculated as a percentage of the employee’s Gross Salary.
* **Percentage of Basic** – Calculated as a percentage of the employee’s Basic Salary component.
These options allow flexible configuration of earnings or deductions in payroll settings.
When percentage or calculation type is set:
* **Daily Amount**
* **Monthly Amount**
* **Yearly Amount**\
are calculated automatically.
* **Gross Pay** is auto-calculated as the total of all earnings.
Note: Earnings must be created earlier in **Payroll → Earnings** to appear here.
#### Bonus Settings :
Bonus can be configured from the dropdown:
* None
* Monthly
* Quarterly
* Half-Yearly
* Yearly
If enabled:
* Set bonus **percentage**
* Select the **earning component** on which bonus will be calculated
#### Gratuity :
* Select **Yes / No** from the dropdown
* If **Yes**, define the **percentage**
* Gratuity is calculated as per the configured value
#### Overtime (OT) :
Choose OT calculation method:
* **On Gross Salary**
* **Custom**
* If **Custom**, enter a fixed OT value
#### Statutory Deductions:
**Provident Fund (PF)**
#### Provident Fund (PF) Configuration
The PF setting allows administrators to configure statutory Provident Fund deductions for employees.
**Enable / Disable PF**
* Option to **Enable** or **Disable** PF deduction for the employee.
**PF Calculation Type (Visible if PF is Enabled)**
Choose one of the following calculation methods:
* **12% Variable** – PF calculated as 12% of applicable wages (generally Basic or PF wages as per company configuration).
* **₹ 1800 Fixed** – Fixed PF contribution of ₹1800 per month.
* **Custom Amount** – Manually define a specific PF deduction amount.
**Exempt PF from Deduction**
* If this option is enabled, **PF will not be deducted from the employee’s salary**, even if PF is generally active in the system.
This configuration ensures flexibility while maintaining statutory compliance in payroll processing.
**ESIC :**
* Enable or Disable ESIC
Calculation options :
* On Gross
* On Overtime
* Bonus
* Custom
* **Exempt ESIC from Deduction**
If enabled, ESIC amount will **not be deducted**
**Professional Tax (PT)**
Choose :
* Applicable
* Not Applicable
* PT is applied as per location/state rules
**Tax Deducted at Source (TDS)**
Select calculation type :
* Manual
* Auto
If **Auto** :
* Choose **Old Regime** or **New Regime**
Select deduction frequency:
* Monthly
* Half-Yearly
* Yearly
* None
#### Save Details
* Click **Save Details** to apply salary changes
* The updated salary entry will be saved in **Salary History**
* Activate the required salary record to make it effective
### Permissions Tab – Employee Access Management
The **Permissions** tab is used to control **what an employee can see and what actions they can perform** in the system.\
Permissions are grouped into logical sections so access can be granted **module-wise or in bulk**.
After configuring permissions, always click **Save** to apply changes to the employee.
### Permission Structure (Common Across Modules)
Most modules use the following permission powers :
* **View My Self** – User can view only their own data
* **View My Team** – User can view data of team members reporting to them
* **View My All** – User can view all data across the organization (subject to location access)
* **Create** – User can add new records
* **Edit** – User can modify existing records
* **Delete** – User can remove records
Not all modules use all permissions. Each module exposes only relevant powers.
## 1. HR Module :
#### HR Main Toggle :
Enabling this toggle allows access to HR-related modules.
#### Enable All HR Modules :
Allows granting access to all HR modules at once.
**Use :**\
This option is useful when assigning complete HR responsibilities to an admin without the need to configure permissions individually for each module.
#### Survey Records :
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete\
Additional: **Edit Records Only**
**Use:**\
Allows Admins to manage and review employee survey data.\
Useful for HR teams responsible for employee feedback and internal surveys.
### Broadcast Message :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can send announcements, notices, or alerts to employees or teams.
### Kiosk Attendance:
**Permissions Available :**\
View My All, View My Team
**Use:**\
Allows Admins to monitor attendance marked through kiosk devices.
### Attendance :
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete
**Use :**\
Admins can manage attendance entries, corrections, and records.
### Attendance Monthly Timesheet :
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Provides a consolidated monthly attendance overview for employees.
### Attendance Map View :
**Permissions Available :**\
View My Self, View My Team, View My All
**Use:**\
Allows Admins to verify attendance locations using map-based tracking.
### Regularize Attendance :
**Permissions Available:**\
View My Self
**Use:**\
Admins can view and regularize their own attendance records.
### Regularization Requests :
**Permissions Available:**\
View (Self / Team / All)\
Additional: **Can Approve**
**Use:**\
Admins can review and approve attendance regularization requests submitted by employees.
### Employees :
**Permissions Available :**\
View (Self / Team / All), Create
**Use :**\
Admins can view employee profiles and add new employees if permitted.
### Shift Master :
**Single Toggle Module**
**Use:**\
Allows Admins to manage and assign work shifts.
### Shift Master – Floating Records:
**Single Toggle Module**
**Use:**\
Admins can manage floating or dynamic shift assignments.
### Leave Module :
**Permissions Available:**\
View (Self / Team / All)\
Additional: Export Summary, Apply All Dates, **Can Approve**
**Use:**\
Admins can manage leave applications, approvals, and export leave reports.
#### Sandwich Policy Override :
**Permissions Available:**
* Create
* Edit
* Delete
**Module Toggle :**
* Enable / Disable Sandwich Policy Override
**Use:**\
Allows Admins to override the configured sandwich leave policy for employees. With this permission, Admins can create, modify, or remove sandwich policy overrides for specific employees or teams, ensuring flexibility in leave calculations where exceptions are required.
#### On-Duty Module :
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete
**Use :**\
Admins can manage on-duty requests and records.
### Work Log :
**Permissions Available:**\
View My Self, View My Team, View My All
**Use :**\
Admins can track daily work logs submitted by employees.
### Work Reports :
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Admins can review summarized work performance reports.
### Visit Module:
**Permissions Available :**\
View (Self / Team / All), Edit, Delete
**Use :**\
Admins can manage employee visit records related to fieldwork or client visits.
### Assets :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage company assets issued to employees.
### Letters:
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can generate and manage HR letters such as offer letters, appointment letters, etc.
### Reports (HR Reports):
**Module Toggle Required**
**Available Reports:**\
Attendance, Date Mark, Manual Absent, Early Out, Overtime
**Permissions Available:**\
View My Self, View My Team, View My All\
Additional (Overtime) : **Can Approve(For Overtime)**
**Use:**\
Admins can view, analyze, and approve employees Overtime.
## 2. Payroll Module
#### Payroll Main Toggle:
Enables access to payroll-related modules.
#### Enable All Payroll Modules:
Grants access to all payroll modules at once.
#### Run Payroll :
**Single Toggle**
**Use:**\
Allows Admin to execute payroll calculations.
### Finalize Payroll :
**Single Toggle**
**Use:**\
Allows Admin to finalize payroll after verification.
### Revoke Payroll :
**Single Toggle**
**Use:**\
Allows Admin to revoke finalized payroll if corrections are required.
### Payroll Reports :
**Available Report**\
Salary, PF, ESIC, PT, OT, Bank, Advance, Payroll Summary, Increment, Appraisal
**Permissions Available :**\
View My Self, View My Team, View My All
**Use:**\
Admins can view payroll-related statutory and financial reports.
### Forms:
#### Form 16
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Allows Admins to access and distribute Form 16.
### Loans :
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage employee loan requests and records.
### STA :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage advance payment entries of employees
### Reimbursement:
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete\
Additional: **Can Approve**
**Use:**\
Admins can manage and approve employee reimbursement claims.
### Petrol Bills :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage petrol reimbursement claims.
### TDS Deduction :
**Permissions Available:**\
View My Self, View My Team, View My All, Create, Edit, Delete
**Use:**\
Allows Admins to view, create, update, and manage TDS deduction details for employees based on the assigned permission scope.
### Ad-Hoc Module:
**Ad-Hoc Entry**
**Ad-Hoc Days**
**Ad-Hoc OT**
**Ad-Hoc Allowance Days**
**Permissions Available (All):**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can add one-time earnings or deductions outside regular payroll.
### 3. Work Section
#### Enable All Work Modules (Main Toggle)
* When enabled, the employee gets access to **all work-related modules at once**
* Individual module toggles can still be managed separately
#### Work Modules Included
**a) Threads**
Used for internal discussions and communication.
* **Create** – Start new threads
* **Edit** – Modify own threads
* **Delete** – Remove threads
**b) Docs**
Used to create and manage documents.
* **Create** – Add new documents
* **Edit** – Update documents
* **Delete** – Remove documents
**c) Projects**
Used to manage projects.
* **Create** – Create new projects
* **Edit** – Modify project details
* **Delete** – Delete projects
**d) Tasks**
Used to assign and track tasks.
* **Create** – Create tasks
* **Edit** – Update tasks
* **Delete** – Delete tasks
**e) Timesheets**
Used for logging work hours.
* **View My Self** – View own timesheet
* **View My Team** – View team members’ timesheets
* **View My All** – View all employees’ timesheets
**f) Reports**
Used for work-related reports.
* Only a **module-level access toggle** is available (no granular permissions)
If a module toggle is enabled, the module becomes visible in the employee’s sidebar.
### 4. Performance Management Section
#### Enable All Performance Modules
* Grants access to **all performance management modules** at once
#### Modules and Permissions
**a) Goals**
Used for defining and tracking employee goals.
* **View My Self**
* **View My Team**
* **View My All**
* **Create**
* **Edit**
* **Delete**
**b) Peer Feedback**
Used for giving and receiving feedback.
* Only **module-level access toggle** is available
**c) KRA / KPI**
Used for performance metrics and evaluation.
* **Create**
* **Edit**
* **Delete**
### 5. Recruitment Section
#### Enable All Recruitment Modules
* Allows access to **all recruitment-related features**
#### Modules Included
**a) Jobs**
Manage job postings.
* **Create**
* **Edit**
* **Delete**
**b) Job-to-Candidate**
Used for mapping candidates to job openings.
* **Create**
* **Edit**
* **Delete**
**c) Onboarding**
Used for onboarding hired candidates.
* **Create**
* **Edit**
* **Delete**
### 6. Console Section (Admin-Level Controls)
#### Enable All Console Modules
* Grants access to **all console (administrative) modules**
#### Permission Powers Used
* **View**
* **Create**
* **Edit**
* **Delete**
#### Modules in Console
**a) Manage Business**
* Module-level toggle only
**b) Organization**
Admin control over organizational structure.
* **View**
* **Create**
* **Edit**
* **Delete**
**c) Employees (Admin)**
Employee administration access.
* **Create**
* **Edit**
* **Delete**
* **Exit** – Initiate employee exit process
**d) Companies**
* **View**
* **Create**
* **Edit**
* **Delete**
* **Settings** – Allows access to company-level settings
**e) Organization Settings**
Includes:
* Contractor Category
* Location
* Department
* Division
* Designation
* Group
For all above:
* **View**
* **Create**
* **Edit**
* **Delete**
### 7. HR Section (Under Console)
Enable All Additional Permissions
Enables all additional permissions at once
#### Special Access Controls
**a) View Data Across All Locations**
* If enabled: user can view data from **all location**
* If disabled: user sees data **only from assigned locations**
**b) Switch Locations**
Allows user to switch locations using the **location selector**
## Shift Mapper :
### Purpose of Shift Mapper
The **Shift Mapper** feature is used when an employee **does not have fixed working hours** and may report to work in different shifts, such as:
* Morning Shift
* General Shift
* Evening / Night Shift
Since changing an employee’s shift manually every day is not practical, **Shift Mapper automatically assigns the correct shift** based on the employee’s **actual attendance time**.
This ensures:
* Accurate attendance marking
* Correct late/early calculations
* Proper payroll and overtime calculation
### Enable Auto Shift Mapper
#### Enable Auto Shift Mapper (Checkbox)
* When **enabled**, the system automatically assigns the employee’s shift based on their **check-in time**
* When **disabled**, shifts must be assigned **manually**
**Use this option when** employees may arrive at different times on different days.
### Shift Match Configuration
Each row in Shift Mapper defines **one shift-matching rule**.
#### 1. Shift Match Range Start
* The **earliest attendance time** for which a shift should be applied
#### 2. Shift Match Range End
* The **latest attendance time** for which the same shift should be applied
Together, these two fields define a **time window**.
#### 3. Choose Shift
* Select the shift that should be assigned if the employee’s check-in time falls **within the defined time range**
Example:
* General Shift
* Morning Shift
* Evening Shift
### Add and Remove Shift Rules :
#### Add Shift Rule (➕ Button)
* Allows you to add **multiple shift-mapping rules**
* Used when an employee can work across more than two shifts
#### Remove Shift Rule (➖ Button)
* Removes a specific shift-matching rule
### Grace Period Handling
* Grace period configured in the **shift master** is respected
* Once the shift is assigned, all **late coming, early leaving, and attendance rules** are applied based on that shift
### Buttons at the Bottom
#### Cancel
* Discards changes and exits without saving
#### Save
* Saves the shift mapper configuration
* Applies the rules to the employee immediately
### Saving Permissions
After configuring all required permissions:
* Click **Save**
* Permissions are immediately applied to the employee
* Changes affect module visibility, actions, and data access
* Permanently removes the employee from the system.
Admins
The **Admins** module is used to create and manage system administrators who have access to different modules and organizational entities.
#### Accessing Admins
Navigate to **Settings → Administration List → Organization → Admins**.\
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### Admins Listing Page:
On opening the **Admins** page, the following options are available at the top:
* **Filter** button – Used to filter admin records based on available criteria.
\
**1. Company Filter**
Allows filtering Admins based on the company they are associated with.\
**2. Contractor Filter**\
Allows filtering Admins based on contractor association.
* **Add Admin** button – Used to create a new admin.
#### Add Admin:
When you click on the **Add Admin** button, a dialog box opens where the following details must be entered:
#### Admin Details
* **Name**
* **Email**
* **Password**
* **Confirm Password**
* **App Access** – Select the applications/modules the admin can access.
#### Organizational Mapping
* **Company**
* **Ship**
* **Contractor**
* **Location**
#### Multiple Location Access
* **Can Manage Multiple Location** (Toggle)
* When enabled, the admin can manage multiple locations.
* When disabled, the admin is restricted to the selected location only.
After filling in all required details, click on the **Update Admin** button to confirm and create the admin.
### Admin List View :
Once an admin is added, the record appears in the admin list with the following columns:
* **ID**
* **Admin Name**
* **Email**
* **Actions**
#### Action Buttons :
Each admin record includes three action buttons:
* **View** – Displays complete admin information and permissions.
* **Edit** – Allows modification in admin Name and Email Id
* **Delete** – Removes the admin from the system.
In the **Admin Management** section, the **View** button allows the Super Admin to configure permissions for a specific Admin.\
By clicking **View**, the Super Admin is redirected to the **Permissions** screen, where module-wise access can be granted.
Permissions are controlled using:
* **Module Toggles** – Enable or disable a complete module
* **Permission Toggles** – Define what actions the Admin can perform inside that module
Once all required permissions are configured, clicking **Save** applies them to the selected Admin.\
Enabled modules will appear in the Admin’s sidebar.
### Permission Headings (Common Across Modules)
Most modules use the following permission structure:
* **View My Self** – Admin can view only their own records
* **View My Team** – Admin can view records of their team members
* **View My All** – Admin can view records of all employees
* **Create** – Admin can add or apply new entries
* **Edit** – Admin can modify existing records
* **Delete** – Admin can remove records
* **Can Approve** – Admin can approve requests (available in selected modules)
## HR Module:
#### HR Main Toggle:
Enabling this toggle allows access to HR-related modules.
#### Enable All HR Modules
Allows granting access to all HR modules at once.
**Use:**\
This option is useful when assigning complete HR responsibilities to an admin without the need to configure permissions individually for each module.
#### Survey Records :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete\
Additional: **Edit Records Only**
**Use:**\
Allows Admins to manage and review employee survey data.\
Useful for HR teams responsible for employee feedback and internal surveys.
### Broadcast Message:
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can send announcements, notices, or alerts to employees or teams.
### Kiosk Attendance:
**Permissions Available:**\
View My All, View My Team
**Use:**\
Allows Admins to monitor attendance marked through kiosk devices.
### Attendance:
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage attendance entries, corrections, and records.
### Attendance Monthly Timesheet :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Provides a consolidated monthly attendance overview for employees.
### Attendance Map View :
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Allows Admins to verify attendance locations using map-based tracking.
### Regularize Attendance :
**Permissions Available:**\
View My Self
**Use:**\
Admins can view and regularize their own attendance records.
### Regularization Requests :
**Permissions Available:**\
View (Self / Team / All)\
Additional: **Can Approve**
**Use:**\
Admins can review and approve attendance regularization requests submitted by employees.
### Employees :
**Permissions Available:**\
View (Self / Team / All), Create
**Use:**\
Admins can view employee profiles and add new employees if permitted.
### Shift Master :
**Single Toggle Module**
**Use:**\
Allows Admins to manage and assign work shifts.
### Shift Master – Floating Records :
**Single Toggle Module**
**Use :**\
Admins can manage floating or dynamic shift assignments.
### Leave Module :
**Permissions Available:**\
View (Self / Team / All)\
Additional: Export Summary, Apply All Dates, **Can Approve**
**Use:**\
Admins can manage leave applications, approvals, and export leave reports.
#### Sandwich Policy Override:
**Permissions Available:**
* Create
* Edit
* Delete
**Module Toggle:**
* Enable / Disable Sandwich Policy Override
**Use:**\
Allows Admins to override the configured sandwich leave policy for employees. With this permission, Admins can create, modify, or remove sandwich policy overrides for specific employees or teams, ensuring flexibility in leave calculations where exceptions are required.
#### On-Duty Module :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage on-duty requests and records.
### Work Log :
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Admins can track daily work logs submitted by employees.
### Work Reports :
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Admins can review summarized work performance reports.
### Visit Module :
**Permissions Available:**\
View (Self / Team / All), Edit, Delete
**Use:**\
Admins can manage employee visit records related to fieldwork or client visits.
### Assets :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage company assets issued to employees.
### Letters :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can generate and manage HR letters such as offer letters, appointment letters, etc.
### Reports (HR Reports) :
**Module Toggle Required**
**Available Reports:**\
Attendance, Date Mark, Manual Absent, Early Out, Overtime
**Permissions Available:**\
View My Self, View My Team, View My All\
Additional (Overtime): **Can Approve(For Overtime)**
**Use:**\
Admins can view, analyze, and approve employees Overtime.
## Payroll Module
#### Payroll Main Toggle:
Enables access to payroll-related modules.
#### Enable All Payroll Modules:
Grants access to all payroll modules at once.
#### Run Payroll :
**Single Toggle**
**Use:**\
Allows Admin to execute payroll calculations.
### Finalize Payroll :
**Single Toggle**
**Use:**\
Allows Admin to finalize payroll after verification.
### Revoke Payroll :
**Single Toggle**
**Use:**\
Allows Admin to revoke finalized payroll if corrections are required.
### Payroll Reports :
**Available Report**\
Salary, PF, ESIC, PT, OT, Bank, Advance, Payroll Summary, Increment, Appraisal
**Permissions Available :**\
View My Self, View My Team, View My All
**Use :**\
Admins can view payroll-related statutory and financial reports.
### Forms :
#### Form 16
**Permissions Available:**\
View My Self, View My Team, View My All
**Use:**\
Allows Admins to access and distribute Form 16.
### Loans :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage employee loan requests and records.
### STA :
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage advance payment entries of employees
### Reimbursement:
**Permissions Available :**\
View (Self / Team / All), Create, Edit, Delete\
Additional: **Can Approve**
**Use :**\
Admins can manage and approve employee reimbursement claims.
### Petrol Bills:
**Permissions Available:**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can manage petrol reimbursement claims.
### TDS Deduction:
**Permissions Available:**\
View My Self, View My Team, View My All, Create, Edit, Delete
**Use:**\
Allows Admins to view, create, update, and manage TDS deduction details for employees based on the assigned permission scope.
### Ad-Hoc Module:
**Ad-Hoc Entry**
**Ad-Hoc Days**
**Ad-Hoc OT**
**Ad-Hoc Allowance Days**
**Permissions Available (All):**\
View (Self / Team / All), Create, Edit, Delete
**Use:**\
Admins can add one-time earnings or deductions outside regular payroll.
### Saving Permissions:
After configuring all required module and permission toggles:
1. Click **Save**
2. The selected Admin will receive the configured access
3. Enabled modules will appear in the Admin’s sidebar
Companies
The **Companies** section under **Administration → Organization** allows admins to create, manage, and configure multiple companies within the system. This module supports both **business** and **software** companies and provides complete control over company data, policies, employees, and settings.
### Companies Listing Page
\
\
When you click on **Companies**, the listing page opens with multiple controls for filtering, managing, and adding companies.
### Company Category Filters
In the **Companies** section, three category-based buttons are available at the top of the page:
* **All**
* **Business**
* **Software**
These buttons are used to filter companies based on their assigned category.
### How Company Categories Work
Before a company can be categorized as **Business** or **Software**, the **Super Admin** must first create these categories in the **Company Category** section under Organization settings.
Once the required company categories are configured:
* While adding a new company, the Super Admin selects the appropriate **company category** (Business or Software).
* The selected category is saved as part of the company’s profile.
#### Action Buttons (Left Side)
The following buttons are available on the left side of the page:
* **Filter**\
Allows filtering companies by date.\
A **Clear** button is available to reset the applied filters.
* **Export**\
Exports the company listing data.
* **Import**\
Opens a dialog box to upload a file for importing company Name data.\
Options include:
* Choose File
* Import
* **Add Company**\
Used to create a new company.
### Add Company
Clicking on **Add Company** opens a form to enter company details.
#### General Company Details
The following fields are used to define and manage company-level information within the system:
* **Company Logo** – Upload the official company logo. This will appear on reports, documents, letters, and system interfaces.
* **Company Name** – Legal name of the company as registered.
* **Industry Type** – Select the industry category the company operates in (e.g., IT, Manufacturing, Healthcare, etc.).
* **Business Type** – Defines the nature of the business entity (e.g., Private Limited, LLP, Partnership, Sole Proprietorship).
* **Category** – Internal or statutory classification of the company (if applicable).
* **Company Email ID** – Official email address used for system communications, notifications, and document correspondence.
* **Website** – Official company website URL.
* **Form 16 Verifier** – Name and designation of the authorized person responsible for verifying and signing Form 16 (Income Tax certificate) issued to employees.
These details are essential for statutory compliance, payroll documentation, and official communication.
#### Contact Details
* Phone Number
* District
* City
* Pin Code
* Country
* State
* Currency
* Time Zone
* Address
After filling in all required information, click on **Save Details**.\
\
\
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The company will then be saved and appear in the company listing.
### Company Listing Columns
Each company record displays the following columns:
* **ID**
* **Company Name**
* **Category**
* **Number of Employees**
* **Status** (Active / Inactive)
* **Actions**
The company status can be changed directly from the listing.
### Action Buttons
Each company has four action buttons:\
\
#### 1. Company Policy
This option allows drafting and managing company policies.
Features include:
* Rich text editor
* Bold, Italic, Underline
* Bullet points and numbering
After drafting the policy, click **Save Details** to store it.
#### 2. View Company
The **View** option displays complete company details and employee mapping.
**Company Information Displayed**
* Company Name
* Industry Type
* Business Type
* Category
* Website
* Email
* Phone Number
* Address
* City, State, Country, Pin Code
* Status (Active / Inactive)
* Number of Employee
**Inside the View screen, the following buttons are available:**
* **Show Info**\
Displays employees linked to the company with columns:
* Employee ID
* Employee Name
* Designation
* Location
* Action (Delete)
* **Filter**\
Filter employees by:
* Employee Name
* Designation
* Location
* Department
* Group
* Category\
Includes a **Clear** button.
* **Export**\
Exports employee data for the selected company.
* **Assign User**\
Displays a list of employees with:
* Employee ID
* Employee Name
* Company Name
* Assign column\
Clicking the **plus (+)** icon assigns the employee to the company.
#### 3. Delete Company
Deletes the company from the system.
This action should be used carefully, as it removes all associated company data.
#### 4. Company Settings
The **Settings** option allows configuring company-specific policies and rules.
### Company Settings – Detailed Overview
#### 1. General Settings
Includes:
* Company Logo (Virtual)
* Company Name
* Industry Type
* Business Type
* Category
* Registration Number
* Company Director
* Email
* HR Name
**Billing Details**
* PAN Number
* TAN Number
**Inventory & Warehouse**
* Phone Number
* City, District, State
* Country
* Pin Code
* Currency
* Time Zone
* Address
Click **Save** to apply changes.
#### 2. Notification Settings
* **Notify Super Admin Everything**\
Sends notifications for all system activities.\
Example: task creation, approvals, broadcasts.
* **Notify HR Everything**\
Sends notifications for HR-related activities.\
Example: leave applications, attendance updates.
Click **Save Details** to apply.
#### 3. Form 16 Settings
* Select **Form 16 Verifier** from dropdown.
* Click **Save Details** or **Close**.
#### 4. Visit Settings
* **Selfie During Visit** toggle\
Requires employees to capture a selfie while marking a visit.\
Example: client visits.
**Save** changes to apply.
#### 5. Leave Settings:
#### **Leave Approval & Rules Settings :**
#### 1. Enable Leave Approval Flow
Enable or disable the leave approval workflow for the company.\
When disabled, all leave requests are auto-approved without manager intervention.
**Example:** If disabled, employee leave requests do not require approval.
#### Leave Approval Mode:
Defines how leave requests are approved.
* **Sequential:** Approvals follow a defined order.
* **Parallel:** All approvers are notified at the same time; approval from any one is sufficient.
**Example:** In Sequential mode, the HR must approve before Director receives the request.\
Admin can set the order of Approval by clicking on Add or Minus Buttons.
#### Approval Hierarchy (Sequential Mode )
Defines the order of approvers for leave requests.\
The sequence determines who approves first, second, and so on.
**Example:**\
Level 1 – HR → Level 2 –Director → Level 3 – Department RD
#### 2. Enable Leave Timeline Rule :
When enabled, employees must apply for leave in advance based on the leave duration.
**Example:**\
A 2-day leave may require 1 day’s prior notice, while a 5-day leave may require 7 days’ notice.
#### 3. Enable Leave Type COFF :
When enabled, employees must apply leave under the **Compensatory Off (COFF)** leave type for extra working days.
#### 4. Enable Same Day Leave :
Allows employees to apply for leave on the same day, subject to a cutoff time.
**Example:**\
If the cutoff time is 10:00 AM with a 30-minute grace period, employees can apply until 10:30 AM. Requests after this time must follow advance notice rules.
#### 5. Same Day Cutoff Minut :
Defines the grace period (in minutes) after the cutoff time for same-day leave applications.
#### 6. Enable Leave Without Available Balance :
Allows employees to apply for leave even if no leave balance is available.
After making changes, the admin must click **Save** to apply the settings company-wide
#### 6. Late Mark Policy
* **Enable Late Mark Notify After Threshold**\
Notifies employees when late marks exceed a set limit.
**Save to activate.**
#### 7. Attendance Settings
* **Require Work Report on Clock-Out**\
Employees must submit a work report while clocking out.
**Save to apply.**
#### 8. Employee Settings
* Enable Employee ID Card
* Upload:
* Front Background ID Card
* Back Background ID Card
Employees can download their ID cards with QR codes.
#### 9. Digital Exit Settings:
* **Enable Employee to Submit Resignation Request**
* Set:
Notice Period Days
Leave Workdays
Approval Mode
* **Sequential**
* **Anyone**
Approval hierarchy can be defined using levels (Add or minus button).
#### 10. Letter Template Settings:
* **Enable Letter Template Setting**
* Configure margins:
* Top, Bottom, Left, Right
* Header options:
* None, Default, Inverse, Image
* Address format options:
* None, Default, Default Inverse, Image
**Save** to apply templates system-wide.
Company Category:
The **Company Category** section is used to create categories such as *Business* or *Software*. These categories are later selected while adding a company and are used to filter companies on the Companies listing page.
#### Add Company Category
1. Click the **Add Company Category** button at the top.
2. A dialog box opens asking for:
* **Category Name**
3. Click the **Submit** button.
#### Company Category Listing:
After adding, the category appears in the listing with the following columns:
* **ID**
* **Category Name**
* **Actions**
**Edit** – Modify the category name
**Delete** – Remove the category
These categories directly control the filters in the Companies module.
Contractor:
The **Contractor** section is used to manage third-party contractors and assign employees to them.
#### Contractor Listing Page Buttons:
At the top of the page, two buttons are available:
* **Filter**
* **Add Contractor**
#### Filter Contractor:
* **ID**
* **Contractor Name**
* **Address**
* **Number of Employees**
* **Status** (Active / Inactive)\
The **Status** field is clickable.\
If the status is **Active**, clicking on it will change the status to **Inactive**, and vice versa.
* **Actions:**\
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* **View**
* **Edit -**
Used to update:
* Contractor nameAddress
* Logo
* **Delete-**Deletes the contractor from the system.
#### View Contractor:
When you click **View**, a detailed screen opens with **four functional buttons and information panel:**
#### Information Displayed:
The following details are visible in the **information panel**, matching the data shown in the contractor listing view:
* **Contractor Name** – Name entered while adding the contractor
* **Address** – Contractor’s registered address
* **Number of Employees** – Total employees currently assigned to the contractor
* **Status** – Indicates whether the contractor is **Active** or **Inactive**
**1. Show Info**
Displays all employees assigned to the contractor with:
* Employee ID
* Employee Name
* Designation
* Location
* Action (Delete employee from contractor)
**2. Filters:**
Allows filtering assigned employees by:
* Employee Name
* Company
* Designation
* Location
* Department
* Group
* Category\
Includes **Clear** button to reset filters.
**3. Export:**
Downloads the list of employees assigned to the contractor.
**4. Assign User:**
1. Click **Assign User**
2. A list opens showing:
* Employee ID
* Employee Name
* Contractor Name
* Assign column
3. Click the **Plus (+)** button to assign an employee to the contractor.
Category (Employee Category)
This section is used to group employees under specific categories.
#### Category Page Buttons:
* ID
* Name
* Label
* Number of Employees
* Status (Active / Inactive)\
The **Status** field is clickable.\
If the status is **Active**, clicking on it will change the status to **Inactive**, and vice versa.
* Actions (View / Edit / Delete)
#### View Category:
Clicking **View** opens a screen with **four buttons** and the information **panel**:
**Category – Information Panel**
**Information Displayed:**
The following details are visible in the **Category information panel**, matching the data shown in the category listing view:
* **Category Name** – Name of the category created in the Category settings
* **Label** – Short identifier or tag assigned to the category
* **No. of Employees** – Total number of employees currently assigned to the category
* **Status** – Indicates whether the category is **Active** or **Inactive**
**Show Info:**
Displays employees assigned to the category:
* Employee Name
* Designation
* Location
* Company
* Action (Delete)
**Filter:**
Filter employees by:
* Employee Name
* Company
* Designation
* Location
* Department
* Group\
Clear button removes filters.
**Export:**
Downloads assigned employee data.
**Assign User :**
* Click **Assign User**
* A list opens showing:
* Employee ID
* Employee Name
* Category Name
* Assign column
* Click the **Plus (+)** button to assign an employee to the category.
Location :
The **Location** module is used to create and manage different company locations and assign employees to those locations. Each location can have its own compliance settings and employee mapping.
### Accessing Location Settings
When you open the Location module, you will see **four buttons at the top**:
* **Filter**
* **Export**
* **Import**
* **Add Location**
Each button has a specific function explained below.
**Filter Button :**
The **Filter** button is used to search and narrow down locations based on the selected company.
1. Click on the **Filter** button.
2. A filter panel opens with:
* **Company** (dropdown)
* **Search** button
3. Select a company name.
4. Click **Clear** to remove the filter and view all locations again.
### Export Button :
The **Export** button allows downloading the complete location list.
1. Click the **Export** button.
2. The system downloads location data
### Import Button :
The **Import** button is used to upload multiple locations at once.
1. Click **Import**.
2. A dialog box opens with:
3. **Choose File**
4. Select the file containing location data.
5. Click **Import** to upload locations in bulk.
### Add Location Button
The **Add Location** button is used to create a new location under a company.
1. Click **Add Location**.
2. A dialog box opens asking for the following details:
**Location Details**
* **Company** – Select the company under which the location belongs.
* **Location Name**
* **Select Head** – Choose the person responsible for the location.
* **Select ID**
**Compliance Toggles**
* **Enable Custom PT Setting**\
When enabled, Professional Tax (PT) can be configured separately for this location.(options provided separately for Male and female)
* can choose the **Professional Tax (PT) type** for that location.
* **Enable Custom LWS Setting**\
When enabled, location-specific LWS rates can be configured.
3. After entering all details, click **Add Location**.
The location is now created and appears in the location listing.
### Location Listing View:
Each location appears in a table with the following columns:
* **ID**
* **Location Name**
* **Company**
* **Head Name**
* **Number of Employees**
* **Status** (Active / Inactive)\
The **Status** field is clickable.\
If the status is **Active**, clicking on it will change the status to **Inactive**, and vice versa.
* **Actions**
### Action Buttons in Location
Each location has **three action buttons**:
* View
* Edit
* Delete
### View Location
When you click the **View** button, a detailed location screen opens.\
At the top of this screen, you will see **five buttons**:
* **Show Info**
* **Manage GeoTag**
* **Filters**
* **Export**
* **Assign User**
Each button is explained below.
When the **View** button is clicked, an information panel is displayed showing the details
**Information Displayed:**
The following details are visible in the information panel:
* **Contractor Name** – Contractor linked to the location
* **Company** – Company under which the location is created
* **Head** – Assigned location head
* **RD** – Reporting designation or reporting authority
* **Number of Employees** – Total employees assigned to the location
* **Status** – Indicates whether the location is **Active** or **Inactive**
The status can be changed directly by clicking on it.\
Clicking **Active** will change the status to **Inactive**, and vice versa.
#### Show Info :
Displays employees assigned to the selected location.
**Information shown:**
* Employee Name
* Designation
* Location
* Company
* Action (Delete)
**Action:**\
Click **Delete** to remove an employee from that location.
### Manage GeoTag:
Each **Location** includes a **Manage GeoTag** option that allows the admin to define a geographical boundary for attendance and visit tracking.
#### How Manage GeoTag Works
When the **Manage GeoTag** button is clicked:
* A **map interface** opens.
* The admin can **search the location by address**.
* The exact location can be pinned on the map.
* A **radius (region)** can be defined around the pinned location.
* The radius represents the **allowed distance** within which employees can mark attendance.
* The location and radius can be viewed in:
* **Map View**
* **Satellite View**
* After setting the location and radius, click the **Update** button to save the geotag configuration.
This ensures accurate location-based tracking and prevents attendance marking from unauthorized locations.
#### Filters (Inside View)
**Filter options include:**
* Employee Name
* Company
* Designation
* Department
* Group
* Category
**Clear Button:**\
Removes all applied filters and shows the full employee list.
#### Export (Inside View)
Downloads the list of employees assigned to the selected location.
Useful for audits and reporting.
#### Assign User (Location)
**Purpose:**\
Assigns employees to the selected location.
**How it works:**
1. Click **Assign User**.
2. A screen opens showing:
* Employee Name
* Location Name
* Assign column
3. Click the **Plus (+)** button in the Assign column.
4. The employee is immediately assigned to the location.
Department Settings:
The **Department** module is used to create and manage departments within a company. Departments help structure employees based on functional roles such as HR, Finance, Operations
When you open the Department module, you will see the following buttons at the top\
**Filter:**\
**Import:**\
**Export:**\
**Add Department:**
#### Filter Button:
Used to view departments based on selected company.
1. Click **Filter**.
2. Select **Company** from the dropdown.
3. Click **Search** to view departments of the selected company.
4. select **HOD** and **RD**
5. Click **Clear** to reset the filter.
### Export Button:
Downloads the list of departments.
### Import Button :
Used to upload departments in bulk.
**How it works :**
1. Click **Import**.
2. Upload the department import file.
3. Click **Import** to create departments in bulk.
### Add Department Button:
Creates a new department.
#### How it works:
1. Click **Add Department**.
2. A dialog box opens with the following fields:
**Fields Required**
The following fields are displayed and must be filled as applicable:
* **Name**: Enter the department name.
* **Company**: Select the company to which the department belongs.
* **Location**: Select the location associated with the department.
* **Choose HOD**: Select the Head of Department.
* **Choose RD**: Select the Reporting Department / Responsible Director (as per system configuration).
After entering the required details:
* Click **Add Department** to save the information.
* Click **Cancel** to discard the changes.
3. Click **Add Department** to save.
The department now appears in the department list.
### Department Listing View
Each department is displayed with the following columns:
* Department Name
* Company
* Location
* Employee Count
* HOD
* RD
* **Status** (Active / Inactive)
### Action Buttons (Department)
Each department has three actions:
* View
* Edit
* Delete
**View Department**:
Displays employees assigned to the department.
**Information Displayed :**
The following details are visible in the **Department information panel**, matching the department listing view:
* **Department Name** – Name of the department
* **HOD** – Head of Department
* **RD** – Reporting Designation / Reporting Department
* **Location** – Location under which the department is created
* **Company** – Company associated with the department
* **No. of Employees** – Number of employees assigned to the department
* **Status** – Indicates whether the department is **Active** or **Inactive**
**Buttons inside View**
**Show Info:**\
Displays employees assigned to the Department:
**Filters :** \
Filter the Department using following Filter
* Employee Name
* Designation
* Department
* Company
* Group
* Category
**Export:**
Downloads assigned employee data.
**Assign employee:**
Click **Assign employee:**
A list opens showing:
* Employee ID
* Employee Name
* Department Name
* Shift Name
* Assign employee
* Click the **Plus (+)** button to assign an employee to the Department.
#### Edit Department
Allows modification of:
* Department Name
* Company mapping
#### Delete Department
Deletes the department from the system
Division :
The **Division** module is used to create divisions within departments or companies for hierarchical structuring.
Buttons available:
* Filter
* Add Division
#### Filter Button:
Filters divisions by company and department.
**How it works**
1. Click **Filter**.
2. Select:
* Company
* Department
* Location
* Status (Active / Inactive)
### Add Division Button
Creates a new division.
* ID
* Division Name
* Department
* Company
* Location
* Employee Count
* Status(Active / Inactive)
The status can be changed directly by clicking on it.\
Clicking **Active** will change the status to **Inactive**, and vice versa.
### Action Buttons
* View
* Edit
* Delete
#### View Division:
**Information Displayed :**
The following details are visible in the **Division information panel**, aligned with the division listing view:
* **Division Name** – Name of the division
* **Department** – Parent department of the division
* **Company** – Company under which the division exists
* **Location** – Location mapped to the division
* **No. of Employees** – Total employees assigned to the division
* **Status** – Indicates whether the division is **Active** or **Inactive**
Clicking **View** opens a screen with **four buttons**
**Show Info:**
Displays employees assigned to the division
* Employee Name
* Designation
* Location
* Company
* Action (Delete)
**Filter:**
Filter employees by:
* Employee Name
* Company
* Designation
* Location
* Department
* Group
* Category\
\
**Clear** button removes filters.
**Export:**
Downloads assigned employee data.
**Assign User :**
* Click **Assign User**
* A list opens showing:
* Employee ID
* Employee Name
* Division Name
* Assign column
* Click the **Plus (+)** button to assign an employee to the Division.
#### Edit Division:
Allows updating:
* Division Name
* Department Name
#### Delete Division:
Deletes the division.
Use carefully as it affects employee hierarchy.
Designation:
The **Designation** module defines employee job titles such as Manager, Executive, Supervisor, etc.
Buttons available:
Filters designations by Status (Active / Inactive)
#### How it works
1. Click **Filter**
2. Select:
* Company
* Department
3. Click **Search**
4. Click **Clear** to reset
### Export Button :
Downloads designation data including:
* Designation Name
* Employee Count
### Import Button (Designation)
Uploads designations in bulk.
Steps:
1. Click **Import:**
2. Upload file
3. Click **Import**
### Add Designation Button
Creates a new designation.
#### Required fields:
* **Designation Name**
Click **Add Designation** to save.
### Designation Listing View
Columns displayed:
* ID
* Designation Name
* Employee Count
* Status\
The status can be changed directly by clicking on it.\
Clicking **Active** will change the status to **Inactive**, and vice versa.
* Actions
### Action Buttons (Designation)
* View
* Edit
* Delete
#### View Designation
Displays employees holding the selected designation.
#### Information Displayed:
The following details are visible in the **Designation information panel**, as shown in the designation listing view:
* **Designation Name** – Title or role assigned to employees
* **No. of Employees** – Total employees holding this designation
* **Status** – Indicates whether the designation is **Active** or **Inactive**
Clicking **View** opens a screen with **four buttons :**
**Show Info:**
Displays employees assigned to the division:
* Employee Name
* Designation
* Location
* Company
* Action (Delete)
**Filter:**
Filter employees by:
* Employee Name
* Company
* Designation
* Location
* Department
* Group
* Category\
\
**Clear** button removes filters.
**Export:**
Downloads assigned employee data.
**Assign User :**
Click **Assign User**
A list opens showing:
* Employee ID
* Employee Name
* Designation Name
* Assign column
* Click the **Plus (+)** button to assign an employee to the Designation.
#### Edit Designation
Allows modification of:
* Designation Name
#### Delete Designation
Deletes the designation.
Deleting a designation removes it from employee profiles.
Group :
When you click on the **Group** section, the group listing page opens.
#### Available Buttons
* **Filter**
* **Add Group**
### Filter Groups
The **Filter** button helps narrow down the group list.
#### Filter Criteria
**Status**
* Active
* Inactive
Use the filter to quickly find groups based on their current status.
### Add Group
Click on the **Add Group** button to create a new group.
#### Add Group Dialog Box
The dialog box asking for:
* **Group Name**
After entering the group name, click **Add Group** to save.
### Group Listing View
Once a group is created, it appears in the list view with the following columns:
* **Sr. No.**
* **Group Name**
* **Members** (Number of employees in the group)
* **Status**
* Active / Inactive
* Status can be changed directly from the listing view
* **Action Buttons**\
View\
Edit\
Delete
### View Group Details
Clicking the **View** button opens the group detail screen.
#### Information Panel
The information panel displays:
* **Group Name**
* **Number of Employees**
* **Status** (Active / Inactive)
### Group Available Buttons
At the top of the group detail page, the following buttons are available:
1. **Show Info**
2. **Filter**
3. **Export**
4. **Assign User**
### Show Info
The **Show Info** section displays the list of employees assigned to the group.
#### Employee Information Displayed
* **Employee ID**
* **Employee Name**
* **Designation**
* **Location**
* **Company**
* **Action**
* Delete (to remove an employee from the group)
### Filter Employees in Group
The **Filter** button allows filtering employees within the selected group.
#### Filter Options
* Employee Name
* Company
* Designation
* Department
* Category
A **Clear** button is available to reset all applied filters.
### Export Group Data
The **Export** button is used to download:
* Group details
* Assigned employee data
This helps in offline review and reporting.
### Assign User
Click the **Assign User** button to add employees to the selected group.
#### Assign User Screen
The listing includes:
* **Employee ID**
* **Employee Name**
* **Group Name**
* **Assign Column**
In the **Assign** column:
* A **Plus (+) button** appears against each employee.
* Clicking the **Plus (+)** button assigns that employee to the selected group.
* Once assigned, the employee becomes part of the group immediately.
Payroll Section
The **Payroll** section is used to **configure salary structure, statutory deductions, allowances, appraisal cycles, and payroll calculations**.\
All payroll processing depends on correct configuration of these settings.
Without completing payroll settings:
* Salary calculation will be incorrect
* Statutory compliance may fail
* Salary templates cannot be applied to employees
* Appraisals and increments cannot be automated
### Payroll Settings Includes
* Earnings
* Additional Allowances
* Deductions
* Salary Templates
* Adhoc Labels
* Appraisal Cycles
Each section is explained below in detail.
## 1. Earnings
### Purpose of Earnings
Earnings define **salary components** such as:
* Basic
* HRA
* Conveyance
* Other fixed or variable earnings
Earnings are used in:
* Salary templates
* Employee salary structure
* Payslips
* Statutory calculations
### Top Buttons in Earnings
#### Filter
* Used to search earnings by name
* Helps locate a specific earning quickly
#### Export
* Downloads earnings data
* Useful for review or backup
#### Import
* Allows bulk upload of earnings using a file
* Saves time during initial setup
#### Add Earning
* Used to create a new earning component
### Add Earning – Fields Explanation
#### Allowance Name
* Internal system name of the earning
#### Name in Payslip
* Display name shown on employee payslip
#### Calculation Type
Defines how the earning amount is calculated:
* Fixed Amount\
Same amount every month
* By Attendance\
Calculated based on attendance days
* Percentage Against Cost\
Percentage of total cost/CTC
* Percentage Against Basic\
Percentage of basic salary
#### Percentage / Value
* Enter percentage or fixed amount based on calculation type
### Earning Checkboxes:
#### Consider as Basic Salary
* Marks this earning as **Basic**
* Used for PF, gratuity, and statutory calculations
#### Use as Conveyance in Form 16
* Maps earning as conveyance for income tax reporting
#### Use as HRA in Form 16
* Maps earning as HRA for tax exemption calculation
### Status
* Active: Available for salary templates
* Inactive: Cannot be used in new salary templates
### Earnings List View
Displays:
* ID
* Earning Name
* Is Basic
* Action Buttons
**Edit**
* Modify earning details
**Delete**
* Permanently remove earning
## 2. Additional Allowances
### Purpose
Additional allowances are **optional earnings** that may or may not be part of CTC, such as:
* Special allowance
* Performance allowance
* One-time benefits
### Add Additional Allowance:
#### Name
* Allowance name
#### Include in CTC (Checkbox)
* If enabled, allowance is included in CTC calculation
#### Submit
* Saves the allowan
### List View
Displays:
* ID
* Allowance Name
* Action Buttons
#### Edit
* Rename allowance or change CTC inclusion
#### Delete
* Remove allowance
## 3. Deductions:
### Purpose
Deductions define **salary reductions** such as:
* Advances
* Recoveries
* Custom deduction
### Top Buttons
#### Filter
* Search deductions by name
#### Add Deduction
* Create a new deduction
### Add Deduction – Fields
#### Deduction Name
* Internal name
#### Name in Payslip
* Display name on payslip
#### Calculation Type
* Fixed Amount
* By Attendance
#### Value
* Fixed amount or rate
#### Status
* Active or Inactive
#### Include in CTC
* If enabled, deduction is considered in total CTC
### Deduction List View
Displays:
* ID
* Deduction Name
* Action Buttons
#### Edit
* Modify deduction details
#### Delete
* Remove deduction
## 4. Salary Templates
### Purpose of Salary Templates
Salary Templates define **standard salary structures** that can be assigned to employees.\
They ensure:
* Uniform salary calculation
* Statutory compliance
* Easy onboarding
### Top Buttons
#### Filter
* Search salary templates by name
#### Export
* Download salary templates
#### Import
* Bulk upload salary templates
#### Add Salary Template
* Create a new template
### Add Salary Template
#### Template Name
* Name of the salary structure
#### Basic Earning
* Select which earning acts as Basic
#### Other Earnings
* Select additional earnings (HRA, Conveyance, etc.)
#### Additional Allowances
* Select optional allowances
### Statutory Checkboxes
* Include Petrol Bills
* Provident Fund (PF)
* ESIC
* Professional Tax (PT)
* Voluntary PF (VPF)
* Labor Welfare Fund (LWF)
These enable statutory deductions in the template
### Advanced Payroll Settings
#### Deduct Employer PF from Employee
* Employer PF is deducted from net salary
#### Additional Deductions
* Select custom deductions
#### Addition / Deduction Labels
* Used for payslip grouping
#### OT Grace Minutes
* Total allowed OT grace
#### Late Grace Minutes
* Total allowed late grace
#### Calculation Type
* Calendar Month
* Fixed 30 Days
* Fixed 26 Days
### Additional Checkboxes:
#### Exclude Weekly Off
If enabled, weekly off days will **not be counted for salary**.
#### Enable OT Bonus (Per Day)
If enabled, employee will get **extra bonus for overtime per day**.
#### Disable OT Pay
If enabled, **no overtime salary** will be paid.
#### Include Gratuity in CTC (Display Only)
Shows gratuity in CTC **only for display**, not paid to employee
#### Deduct Bonus from Salary
If enabled, bonus amount will be **adjusted from salary**, not paid extra.
#### Deduct Employee LWF
If enabled, **Labour Welfare Fund amount will be deducted** from salary.
#### Include Employer LWF in Earnings (Display Only)
Shows employer LWF in earnings **only for reference**
#### Deduct Gratuity from Salary
If enabled, gratuity will be **deducted from employee salary**.
#### Deduct Employer LWF from Salary
If enabled, employer LWF amount will be **recovered from employee salary**.
### Salary Template List View
Displays:
* Serial Number
* Template Name
* PF Enabled
* ESIC Enabled
* PT Enabled
* Action Buttons
#### View
* See full salary structure and deductions
#### Edit
* Modify salary template
#### Delete
* Remove template
## 5. Adhoc Labels:
### Purpose
Adhoc labels are used to **categorize ad-hoc payments or deductions**, such as:
* Bonus
* Penalty
* Reimbursement
### Add Label:
After Click on the Add Label Dialog box will open asking for the
**Label Name**
* Maximum 20 characters
#### Add Button
* Saves the label
### List View
Displays:
#### Cycle Name
* Name of the appraisal cycle
#### Appraisal Period
* Monthly
* Custom
#### Increment On
eg.
* Gross Salary
* CTC
#### Increment Type
* Percentage
* Fixed
* Custom
#### Value
* Increment amount or percentage
#### Notification Before Days
* Sends reminder before appraisal date
#### Add Button
* Saves appraisal cycle
### Appraisal Cycle List View
Displays:
* Cycle Name
* Appraisal Period
* Increment Type
* Increment Value
* Notify Before Days
* Created Date
### Assign Employees to Appraisal Cycle
#### View Button :
* Opens employee assignment screen
#### Assign User :
* Click plus (+) button to assign employee
Assigned employee list shows:
* Employee ID
* Name
* Appraisal Cycle Name
##
