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 Category
Location
Departments
Division
Designation
Group
Machine
All configuration and management related to these components can be done from their respective sections within Organization.
Admins – Overview
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 details in read-only mode.
Edit – Allows modification of admin information and permissions.
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.
Permission Headings (Common Across Modules)
Most modules use the following permission structure:
View My All – Admin can view records of all employees
View My Team – Admin can view records of their team members
View My Self – Admin can view only their own records
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)
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 HR-related reports.
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 salary structures and templates.
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
Company Logo
Company Name
Industry Type
Business Type
Category
Company Email ID
Website
Form 16 Verifier
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 name
Address
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
Filter Category :
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 (Detailed)
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.
Location View – Information Panel
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, Operat
When you open the Department module, you will see the following buttons at the top:
Filter
Export
Import
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.
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
Purpose
Creates a new department.
How it works
Click Add Department.
A dialog box opens with the following fields:
Company – Select company
Department Name
Click Add Department to save.
The department now appears in the department list.
Department Listing View
Each department is displayed with the following columns:
ID
Department Name
Company
Employee Count
Status
Actions
Action Buttons (Department)
Each department has three actions:
View
Edit
Delete
View Department
Displays employees assigned to the department.
Buttons inside View:
Filters
Export
Assign User
Assign User: Allows assigning employees to the selected department.
Edit Department
Allows modification of:
Department Name
Company mapping
Save to apply changes.
Delete Department
Deletes the department from the system.
Deleting a department removes employee associations.
Division Settings (Detailed Explanation)
The Division module is used to create divisions within departments or companies for hierarchical structuring.
Accessing Division Settings
Go to: Settings → Organization → Division
Buttons available:
Filter
Export
Import
Add Division
Filter Button (Division)
Purpose
Filters divisions by company and department.
How it works
Click Filter.
Select:
Company
Department
Click Search to view filtered results.
Click Clear to reset.
Export Button (Division)
Downloads division data including:
Division Name
Department
Company
Employee Count
Import Button (Division)
Allows bulk upload of divisions.
Steps:
Click Import
Upload division file
Click Import
Add Division Button
Purpose
Creates a new division.
Required fields:
Company
Department
Division Name
Click Add Division to save.
Division Listing View
Columns displayed:
ID
Division Name
Department
Company
Employee Count
Status
Actions
Action Buttons (Division)
View
Edit
Delete
View Division
Shows employees assigned to the division.
Includes:
Filters
Export
Assign User
Edit Division
Allows updating:
Division Name
Department mapping
Delete Division
Deletes the division.
Use carefully as it affects employee hierarchy.
Designation Settings (Detailed Explanation)
The Designation module defines employee job titles such as Manager, Executive, Supervisor, etc.
Accessing Designation Settings
Go to: Settings → Organization → Designation
Buttons available:
Filter
Export
Import
Add Designation
Filter Button (Designation)
Purpose
Filters designations by company and department.
How it works
Click Filter
Select:
Company
Department
Click Search
Click Clear to reset
Export Button (Designation)
Downloads designation data including:
Designation Name
Department
Company
Employee Count
Import Button (Designation)
Uploads designations in bulk.
Steps:
Click Import
Upload file
Click Import
Add Designation Button
Purpose
Creates a new designation.
Required fields:
Company
Department
Designation Name
Click Add Designation to save.
Designation Listing View
Columns displayed:
ID
Designation Name
Department
Company
Employee Count
Status
Actions
Action Buttons (Designation)
View
Edit
Delete
View Designation
Displays employees holding the selected designation.
Includes:
Filters
Export
Assign User
Edit Designation
Allows modification of:
Designation Name
Department mapping
Delete Designation
Deletes the designation.
Deleting a designation removes it from employee profiles.
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