Setting Page
The Settings section is the central configuration area of the system. From this page, administrators can configure and manage all modules and organization-level settings.
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.
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:
Email ID
Phone Number
Country
State
District
City
Pincode
Address
Legal Details:
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:
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
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
Shift Options
Shift – Select predefined shift
Custom – Manually configure:
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
Assign Manager
Assign Peers
10. Permissions & App Access
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.
General Details
Salary Details
Permissions
Logs
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:
The CTC Breakdown section shows detailed salary calculations.
Gross Salary
Employee Gross Salary (Monthly) – Entered manually
Employee Gross Salary (Yearly) – Automatically calculated
Salary Components:
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)
Modules and Permissions
a) Leave Types
Create
Edit
Delete
b) Holidays
Create
Edit
Delete
c) Working Hours
Create
Edit
Delete
d) Allowed Late Mark
Create
Edit
Delete
e) Letter Templates
Create
Edit
Delete
8. Payroll Section (Under Console)
Payroll Configuration Modules
a) Earnings
Create
Edit
Delete
b) Additional Allowances
Create
Edit
Delete
c) Deductions
Create
Edit
Delete
d) Salary Templates
View
Create
Edit
Delete
e) Payroll Labels / Field Tags / Lines / Work Type / Kiosk
Create
Edit
Delete
f) Biometric
View
Create
Edit
Delete
g) Access Control
View
Create
Edit
Delete
9. Other Console Modules
These modules have only module-level access toggles:
Audit Logs
Settings
Billing
Marketplace
Additional Permissions Section
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.
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:
Click Save
The selected Admin will receive the configured access
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.
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
Enable Multi-Warehouse toggle Allows creation of multiple warehouses.
Enable Storage Location toggle Allows warehouse storage locations.
Contact Details:
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
Profile Settings
Enable Employee to Update Profile
ID Card 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
Click the Add Company Category button at the top.
A dialog box opens asking for:
Category Name
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:
Click Filter
Filter contractors by:
Status (Active / Inactive)
Click Clear to remove applied filters.
Add Contractor:
Click Add Contractor
A dialog box opens asking for:
Contractor Name
Address
Logo
Click Submit
Contractor Listing Columns:
Once added, each contractors appear with:
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:
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:
Click Assign User
A list opens showing:
Employee ID
Employee Name
Contractor Name
Assign column
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:
Filters :
Click Filter
Filter contractors by:
Status (Active / Inactive)
Click Clear to remove applied filters.
Add Category:
Click Add Category
Enter:
Category Name
Label
Click Submit
Category Listing Columns:
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.
Click on the Filter button.
A filter panel opens with:
Company (dropdown)
Search button
Select a company name.
Click Clear to remove the filter and view all locations again.
Export Button :
The Export button allows downloading the complete location list.
Click the Export button.
The system downloads location data
Import Button :
The Import button is used to upload multiple locations at once.
Click Import.
A dialog box opens with:
Choose File
Select the file containing location data.
Click Import to upload locations in bulk.
Add Location Button
The Add Location button is used to create a new location under a company.
Click Add Location.
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.
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:
Click Assign User.
A screen opens showing:
Employee Name
Location Name
Assign column
Click the Plus (+) button in the Assign column.
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.
Click Filter.
Select Company from the dropdown.
Click Search to view departments of the selected company.
select HOD and RD
Click Clear to reset the filter.
Export Button:
Downloads the list of departments.
Import Button :
Used to upload departments in bulk.
How it works :
Click Import.
Upload the department import file.
Click Import to create departments in bulk.
Add Department Button:
Creates a new department.
How it works:
Click Add Department.
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.
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
Click Filter.
Select:
Company
Department
Location
Status (Active / Inactive)
Add Division Button
Creates a new division.
Required fields:
Department
Division Name
Click Add Division to save.
Division Listing View
Columns displayed:
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:
Filter
Export
Import
Add Designation
Filter Button:
Filters designations by Status (Active / Inactive)
How it works
Click Filter
Select:
Company
Department
Click Search
Click Clear to reset
Export Button :
Downloads designation data including:
Designation Name
Employee Count
Import Button (Designation)
Uploads designations in bulk.
Steps:
Click Import:
Upload file
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:
Show Info
Filter
Export
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:
ID
Label Name
Created Date
Action Buttons
Edit
Rename label
Delete
Remove label
6. Appraisal Cycle
Purpose
Appraisal Cycles automate:
Salary increments
Performance-based revisions
Employee appraisal scheduling
Add Appraisal Cycle
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
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