By role: who sees what
Fact-only. This page is generated directly from the 43 crawled Help Center pages. It lists every screen documented for each audience, in documentation order, with the documentation's own first line for that screen. Roles named on the page counts how often each role word appears in that page's body text (site navigation excluded). Nothing here is inferred.
Audiences at a glance
| Audience | Modules documented | Screens documented |
|---|---|---|
| Super Admin | 5: Super Admin Dashboard, CRM Field Force Management, Attendance Management, Payroll Management, Time Sheet Management | 26 |
| Admin | 9: Learning Management System (LMS), Employee Management, Attendance Management, Leave Management, Payroll Management, Exit Management, CRM Field Force Management, Claims Management, Time Sheet Management | 94 |
| Managers | 9: Exit Management, Learning Management System (LMS), Employee Management, Attendance Management, Leave Management, Payroll Management, CRM Field Force Management, Claims Management, Time Sheet Management | 126 |
| Employee | 9: Exit Management, Learning Management System (LMS), Employee Management, Attendance Management, Leave Management, Payroll Management, Sales CRM Web Application, Claims Management, Time Sheet Management | 76 |
| Mobile App | 4: Claims Management, Spryple HR, Spryple Lite, Sales CRM Mobile Application | 111 |
| LMS Instructor | 1: LMS Instructor | 4 |
Super Admin
Super Admin Dashboard
Source: https://help.spryple.com/for-super-admin/super-admin-dashboard/
Roles named on this page: Super Admin (2), Employee (11)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Super Admin Dashboard | Login with Super Admin credentials by entering Company Code, Username, Password | Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard |
CRM Field Force Management
Source: https://help.spryple.com/for-super-admin/crm-field-force-management/
Roles named on this page: Finance Manager (2), Sales Manager (1), Manager (27), Employee (35)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Sales Manager | The Manager has the features to Punch In/Punch Out, GPS Monitoring, Add Clients, Add Activity, Leave Request, Attendance Summary Reports, Attendance Detailed Reports, Clients Report | Help › For Super Admin › CRM Field Force Management › Sales Manager |
| 2 | 1.1 GPS Monitoring | Assigned employees Live Tracking will be displayed in the dashboard map. | Help › For Super Admin › CRM Field Force Management › 1.1 GPS Monitoring |
| 3 | 1.2 Clients | All added Clients by the assigned Employees will be displayed under this screen. | Help › For Super Admin › CRM Field Force Management › 1.2 Clients |
| 4 | 1.3 Attendance Summary Report | In the Attendance Summary Report screen, the Manager can get the details of the Attendance for assigned Employees based on the search criteria of data and Employee name. | Help › For Super Admin › CRM Field Force Management › 1.3 Attendance Summary Report |
| 5 | 1.4 Clients Report | In the Clients Report all the details related to the Clients (added by Employees) will be stored. | Help › For Super Admin › CRM Field Force Management › 1.4 Clients Report |
| 6 | 1.5 Employee Activity Report | In the Employee Activity Report Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits and No.of kms Travelled. | Help › For Super Admin › CRM Field Force Management › 1.5 Employee Activity Report |
| 7 | 1.5.1 Summary | Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits, Type and No.of kms Travelled | Help › For Super Admin › CRM Field Force Management › 1.5.1 Summary |
| 8 | 1.5.2 Tracking Log | In the Tracking Log tab Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Super Admin › CRM Field Force Management › 1.5.2 Tracking Log |
| 9 | 1.6 Device Approvals | If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager. | Help › For Super Admin › CRM Field Force Management › 1.6 Device Approvals |
| 10 | 1.7 Employee Tracking Log Report | In the Employee Tracking Log Report Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Super Admin › CRM Field Force Management › 1.7 Employee Tracking Log Report |
| 11 | 1.7.1 Employee Summary Details | Manager able to check First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled and Total Activities | Help › For Super Admin › CRM Field Force Management › 1.7.1 Employee Summary Details |
| 12 | 1.7.2 Activities | By clicking on Show, Activities will be displayed | Help › For Super Admin › CRM Field Force Management › 1.7.2 Activities |
| 13 | 1.7.3 Employee Tracking Details | Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Super Admin › CRM Field Force Management › 1.7.3 Employee Tracking Details |
| 14 | 1.8 Team Travel Approvals | On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed | Help › For Super Admin › CRM Field Force Management › 1.8 Team Travel Approvals |
| 15 | 1.9 Assignments Report | On clicking 'Assignments', the Assignments page will be displayed | Help › For Super Admin › CRM Field Force Management › 1.9 Assignments Report |
| 16 | 1.10 Leave History | Approved, rejected attendance requests are displayed in the table | Help › For Super Admin › CRM Field Force Management › 1.10 Leave History |
Attendance Management
Source: https://help.spryple.com/for-super-admin/attendance-management/
Roles named on this page: Manager (8), Employee (15)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Monthly Attendance Report | Click on monthly attendance report in side menu | Help › For Super Admin › Attendance Management › Monthly Attendance Report |
| 2 | Monthly Shifts Report | Click on Monthly Shifts Report inside navigation | Help › For Super Admin › Attendance Management › Monthly Shifts Report |
| 3 | Attendance Summary Report | Click on Attendance Summary Report inside navigation | Help › For Super Admin › Attendance Management › Attendance Summary Report |
| 4 | Current Day Attendance Report | Click on Current Day Attendance Report in side navigation | Help › For Super Admin › Attendance Management › Current Day Attendance Report |
| 5 | Punch Summary Report | Select City-Branch from the dropdown | Help › For Super Admin › Attendance Management › Punch Summary Report |
Payroll Management
Source: https://help.spryple.com/for-super-admin/payroll-management/
Roles named on this page: Super Admin (1), Manager (2), Employee (2)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Employee Pay Group List | Click on Payroll Management in the left menu | Help › For Super Admin › Payroll Management › Employee Pay Group List |
Time Sheet Management
Source: https://help.spryple.com/for-super-admin/time-sheet-management/
Roles named on this page: Super Admin (4), Employee (3)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Dashboard | In Super Admin Dashboard, Clients, Active Projects, Project Assigned Employees, Bench Employees count will be displayed | Help › For Super Admin › Time Sheet Management › 1. Dashboard |
| 2 | 2. Summary Report | In Summary Reports, ‘Client’, ‘Project’, ‘Date’ and ‘Status’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help › For Super Admin › Time Sheet Management › 2. Summary Report |
| 3 | 3. Effort Variance Report | In Effort Variance Report, ‘Project’ dropdown will be displayed, along with the ’Search’ box. | Help › For Super Admin › Time Sheet Management › 3. Effort Variance Report |
Admin
Learning Management System (LMS)
Source: https://help.spryple.com/help/for-admin/learning-management-system-lms/
Roles named on this page: Admin (3), HR Manager (1)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Admin | (heading only; no text under it) | Help › For Admin › Learning Management System (LMS) › Admin |
| 2 | Dashboard | In HR Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help › For Admin › Learning Management System (LMS) › Dashboard |
| 3 | Configurations | In Configurations screen, admin will edit the attribute values. On click Edit Admin able to edit the changes. | Help › For Admin › Learning Management System (LMS) › Configurations |
Employee Management
Source: https://help.spryple.com/help/for-admin/employee-management/
Roles named on this page: Admin (5), Employee (35)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Company Information | All information about the company, the company name, location, and other company details can be defined here. | Help › For Admin › Employee Management › Company Information |
| 2 | Department | User creates Departments, and change status Active and Inactive for the created Departments | Help › For Admin › Employee Management › Department |
| 3 | Designation | User creates Designation, and make status Active and Inactive for the created Designations | Help › For Admin › Employee Management › Designation |
| 4 | Work Location | Users adds Work Locations and make status Active and Inactive for the added work locations. | Help › For Admin › Employee Management › Work Location |
| 5 | Company Logo | User can add and update company logo here | Help › For Admin › Employee Management › Company Logo |
| 6 | Shift | Shift is used to assign shift to an Employee in company | Help › For Admin › Employee Management › Shift |
| 7 | Shift Timings | Select Start Time and End Time (Time picker will appears when user click on Start Time and End Time) that are associated with that shift | Help › For Admin › Employee Management › Shift Timings |
| 8 | Grace Period | Select In Time and Out Time (Time picker will appears when user click on In Time and Out Time) | Help › For Admin › Employee Management › Grace Period |
| 9 | Overtime duration | User can add Allow minimum number of work hours per day as per company rules | Help › For Admin › Employee Management › Overtime duration |
| 10 | Holidays | The admin can define “Holidays”, these holidays will be applicable to the entire company or specific branch(branches) and will be taken into consideration while calculating leave duration Note: Duplicate Holidays for the same date and same branch are not allowed | Help › For Admin › Employee Management › Holidays |
| 11 | Checklist | Checklist is used to lists different tasks, activities (Onboarding and Offboarding). | Help › For Admin › Employee Management › Checklist |
| 12 | Induction | Induction is the process of introducing a new employee to the company culture and processes with the aim of bringing them up to speed as quickly as possible as well as making them feel socially comfortable and aware of their professional responsibilities. | Help › For Admin › Employee Management › Induction |
| 13 | Announcements | Announcements are used to share important information with employees. | Help › For Admin › Employee Management › Announcements |
| 14 | Messages Master | All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on.(will be displayed by default) | Help › For Admin › Employee Management › Messages Master |
| 15 | Users Login | Admin can Create a Username and Password for the employees. | Help › For Admin › Employee Management › Users Login |
| 16 | Roles & Permissions | Admin can Create a Username and Password for the employees. | Help › For Admin › Employee Management › Roles & Permissions |
| 17 | Onboarding Settings | The Process in which new employees gain the knowledge and skills they need to become effective members of an organization User can make Enable and Disable the Send Automatic Reminders by clicking on the button | Help › For Admin › Employee Management › Onboarding Settings |
| 18 | HR Policies | How to configure HR policies? | Help › For Admin › Employee Management › HR Policies |
| 19 | Employee Password Reset | Select Location Name | Help › For Admin › Employee Management › Employee Password Reset |
| 20 | Department Designation Mapping | Select Department | Help › For Admin › Employee Management › Department Designation Mapping |
Attendance Management
Source: https://help.spryple.com/help/for-admin/attendance-management/
Roles named on this page: Admin (3), Reporting Manager (2), Manager (9), Employee (29)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Monthly Attendance Report | Click on monthly attendance report in side navigation | Help › For Admin › Attendance Management › Monthly Attendance Report |
| 2 | Monthly Shifts Report | Click on Monthly Shifts Report in side navigation | Help › For Admin › Attendance Management › Monthly Shifts Report |
| 3 | Attendance Summary Report | Click on Attendance Summary Report in side navigation | Help › For Admin › Attendance Management › Attendance Summary Report |
| 4 | Current Day Attendance Report | Click on Current Day Attendance Report in side navigation | Help › For Admin › Attendance Management › Current Day Attendance Report |
| 5 | Punch Summary Report | Click on Current Day Attendance Report in side navigation | Help › For Admin › Attendance Management › Punch Summary Report |
| 6 | Missed Punch Report | Select Month & Year | Help › For Admin › Attendance Management › Missed Punch Report |
| 7 | Mapping ID’s | How to map the Bio-metric with Employee ID? | Help › For Admin › Attendance Management › Mapping ID’s |
| 8 | Attendance Messages Master: | All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on. (Will be displayed by default) | Help › For Admin › Attendance Management › Attendance Messages Master: |
| 9 | Shift configuration | Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs) | Help › For Admin › Attendance Management › Shift configuration |
| 10 | Shift wise Report | Reporting manager can see the Employee attendance status Shift wise in this page | Help › For Admin › Attendance Management › Shift wise Report |
| 11 | Week off configuration | click on week off configuration in side navigation | Help › For Admin › Attendance Management › Week off configuration |
| 12 | Extra Days Slab configuration | Click on extra days configuration tab | Help › For Admin › Attendance Management › Extra Days Slab configuration |
| 13 | Applicable Designations for Penalty | Click on applicable designations for penalty tab, table will display | Help › For Admin › Attendance Management › Applicable Designations for Penalty |
Leave Management
Source: https://help.spryple.com/help/for-admin/leave-management/
Roles named on this page: Admin (1), Manager (9), Employee (38)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Leave Policies | Click on Leave module after logging in with Admin credentials. | Help › For Admin › Leave Management › Leave Policies |
| 2 | Common rules configuration | Users can configure the rules as per organization rules. | Help › For Admin › Leave Management › Common rules configuration |
| 3 | How to activate default leaves? | Click on the Add new Button. | Help › For Admin › Leave Management › How to activate default leaves? |
| 4 | Casual leave Configuration | Click on the Edit button to edit the casual leave policies. | Help › For Admin › Leave Management › Casual leave Configuration |
| 5 | Sick leave Configuration | Click on Edit button to edit the Sick leave policies. | Help › For Admin › Leave Management › Sick leave Configuration |
| 6 | Comp-off leave Configuration | Click on Edit button to edit the comp-off leave policies. | Help › For Admin › Leave Management › Comp-off leave Configuration |
| 7 | Loss of pay Leave Configuration | Click on Edit button to edit the loss of pay leave policy | Help › For Admin › Leave Management › Loss of pay Leave Configuration |
| 8 | Maternity Leave Configuration | Note: This leave is credited only to the married females, this leave type will affect based on gender & marital status of employee. | Help › For Admin › Leave Management › Maternity Leave Configuration |
| 9 | Paternity Leave Configuration | Note: This leave is credited only to married male employees, this leave type will affect based on gender & marital status of employee. | Help › For Admin › Leave Management › Paternity Leave Configuration |
| 10 | Wedding Leave configuration | Note: Basically, this leave type will affect to employee based on Marital status of the employee. | Help › For Admin › Leave Management › Wedding Leave configuration |
| 11 | Bereavement Leave configuration | Click on Edit button to edit the bereavement Leave policies. | Help › For Admin › Leave Management › Bereavement Leave configuration |
| 12 | Earned Leave configuration | Click on Edit button to edit the Earned leave policy | Help › For Admin › Leave Management › Earned Leave configuration |
| 13 | Advanced leave configuration | Click on Edit button to edit the Advanced leave policies. | Help › For Admin › Leave Management › Advanced leave configuration |
| 14 | How to deactivate Default leaves | Click on the Edit button to update any leave policies. | Help › For Admin › Leave Management › How to deactivate Default leaves |
| 15 | Leaves Messages Master | All Error and Success messages are displayed in the message master with screen names (Will be displayed by default) | Help › For Admin › Leave Management › Leaves Messages Master |
Payroll Management
Source: https://help.spryple.com/help/for-admin/payroll-management/
Roles named on this page: Finance Admin (6), Admin (5), Employee (14)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Finance Admin | User should login with finance admin credentials and click on Payroll module | Help › For Admin › Payroll Management › Finance Admin |
| 2 | Finance Dashboard | User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details. | Help › For Admin › Payroll Management › Finance Dashboard |
| 3 | EPF | Click on EPF in the side menu | Help › For Admin › Payroll Management › EPF |
| 4 | ESI | Click on ESI in the side menu | Help › For Admin › Payroll Management › ESI |
| 5 | Pay Schedule | Click on Pay Schedule page | Help › For Admin › Payroll Management › Pay Schedule |
| 6 | Pay group | In every organization, every employee has some range of salary with earnings and deductions | Help › For Admin › Payroll Management › Pay group |
| 7 | Pay group configuration | Click on Configuration Button to configure the pay group | Help › For Admin › Payroll Management › Pay group configuration |
| 8 | Bank Master | In bank master screen, click on add button fields will display | Help › For Admin › Payroll Management › Bank Master |
| 9 | Payroll Policies | How to configure Payroll policies? | Help › For Admin › Payroll Management › Payroll Policies |
| 10 | Variable DA | Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation). | Help › For Admin › Payroll Management › Variable DA |
| 11 | Variable DA Configuration | Click on variable DA configuration screen in finance admin screen | Help › For Admin › Payroll Management › Variable DA Configuration |
| 12 | Arrear Distribution | On click Arrear Distribution in side menu | Help › For Admin › Payroll Management › Arrear Distribution |
| 13 | Arrear Distribution History | On click History, History Screen will display | Help › For Admin › Payroll Management › Arrear Distribution History |
Exit Management
Source: https://help.spryple.com/help/for-admin/exit-management/
Roles named on this page: Employee (6)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Offboarding Settings | Offboarding leads to the formal separation between an employee and a company through resignation and termination. | Help › For Admin › Exit Management › Offboarding Settings |
| 2 | Termination Category | Termination of employment is a decision that can be taken by either the employer, notice of termination because of specific causes such as poor performance can also occur. Examples of performance-related reasons for termination may include | Help › For Admin › Exit Management › Termination Category |
| 3 | Reason for Separation | Separation is a situation when the service of an employee working with an organization comes to an end and employees leave the organization. | Help › For Admin › Exit Management › Reason for Separation |
| 4 | Some reasons for separation mentioned below | Better Prospect | Help › For Admin › Exit Management › Some reasons for separation mentioned below |
CRM Field Force Management
Source: https://help.spryple.com/help/for-admin/crm-field-force-management/
Roles named on this page: Super Admin (10), Sales Admin (1), Admin (4), Sales Manager (1), Manager (5), Employee (13)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Admin Level Features | Admin Login | Help › For Admin › CRM Field Force Management › Admin Level Features |
| 2 | 1. Sales Admin | (heading only; no text under it) | Help › For Admin › CRM Field Force Management › 1. Sales Admin |
| 3 | 1.1 Demo Status | User creates Demo Status, and change status Active and Inactive for the created Demo Status | Help › For Admin › CRM Field Force Management › 1.1 Demo Status |
| 4 | 1.2 Status Master | User creates Status Master, and change status Active and Inactive for the created Status Master | Help › For Admin › CRM Field Force Management › 1.2 Status Master |
| 5 | 1.3 Client Associate Type | (heading only; no text under it) | Help › For Admin › CRM Field Force Management › 1.3 Client Associate Type |
| 6 | 1.3.a Associate Type | User creates Associate Types by selecting Associate Type radio button, and change status Active and Inactive for the created Associate Types | Help › For Admin › CRM Field Force Management › 1.3.a Associate Type |
| 7 | 1.3.b Qualifications | User creates Qualifications by selecting Qualifications radio button, and change status Active and Inactive for the created Qualifications | Help › For Admin › CRM Field Force Management › 1.3.b Qualifications |
| 8 | 1.3.c Specializations | User creates Specializations by selecting Specializations radio button, and change status Active and Inactive for the created Specializations | Help › For Admin › CRM Field Force Management › 1.3.c Specializations |
| 9 | 1.4 Leave Policies | Super Admin can see common rules for all leave types | Help › For Admin › CRM Field Force Management › 1.4 Leave Policies |
| 10 | 2. Sales Manager | (heading only; no text under it) | Help › For Admin › CRM Field Force Management › 2. Sales Manager |
| 11 | 2.1 GPS Monitoring | Super Admin can see branch wise, manager wise all employees live tracking | Help › For Admin › CRM Field Force Management › 2.1 GPS Monitoring |
| 12 | 2.2 Clients Reports | Super Admin can see branch wise, manager wise all employees clients reports | Help › For Admin › CRM Field Force Management › 2.2 Clients Reports |
| 13 | 2.3 Employee Activity Report | Super Admin can see branch wise, manager wise all employees activity reports | Help › For Admin › CRM Field Force Management › 2.3 Employee Activity Report |
| 14 | 2.4 Employee Tracking Log Report | Super Admin can see branch wise, manager wise all employees tracking log reports | Help › For Admin › CRM Field Force Management › 2.4 Employee Tracking Log Report |
| 15 | 3. Super Admin | (heading only; no text under it) | Help › For Admin › CRM Field Force Management › 3. Super Admin |
| 16 | 3.1 Client Associate Reports | Super Admin can see Associate Type wise, Qualification wise and Specialization wise all employees' reports | Help › For Admin › CRM Field Force Management › 3.1 Client Associate Reports |
| 17 | 3.2 Monthly Attendance Reports | Super Admin can see branch wise, manager wise all employees' monthly attendance reports | Help › For Admin › CRM Field Force Management › 3.2 Monthly Attendance Reports |
Claims Management
Source: https://help.spryple.com/help/for-admin/claims-management/
Roles named on this page: Finance Manager (7), Manager (6), Employee (6)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Claim Management for Finance Manager | After successfully logging in, click on the Claim Management module in the left navigation menu | Help › For Admin › Claims Management › Claim Management for Finance Manager |
| 2 | Claim Dashboard for Finance Manager | (heading only; no text under it) | Help › For Admin › Claims Management › Claim Dashboard for Finance Manager |
| 3 | Claim Approval | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help › For Admin › Claims Management › Claim Approval |
Time Sheet Management
Source: https://help.spryple.com/help/for-admin/time-sheet-management/
Roles named on this page: Admin (1)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Admin Login | (heading only; no text under it) | Help › For Admin › Time Sheet Management › 1. Admin Login |
| 2 | 1.1 Client | User creates Client and changes the status to Active and Inactive for the created Client. | Help › For Admin › Time Sheet Management › 1.1 Client |
| 3 | 1.2 Project | User creates Project and changes the status to Active and Inactive for the created Project. | Help › For Admin › Time Sheet Management › 1.2 Project |
| 4 | 1.3 Assign Team | User creates Assign Team and changes the status to Active and Inactive for the created Assign Team. | Help › For Admin › Time Sheet Management › 1.3 Assign Team |
| 5 | 1.4 Task | User creates Task and changes the status to Active and Inactive for the created Task. | Help › For Admin › Time Sheet Management › 1.4 Task |
| 6 | 1.5 Project Roles | User can create Project Role | Help › For Admin › Time Sheet Management › 1.5 Project Roles |
Managers
Exit Management
Source: https://help.spryple.com/help/for-managers/exit-management/
Roles named on this page: HR Manager (13), Employee (15)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Separation pending approvals | If any employee applies for Separation, that employee details display in this screen to HR manager approval. | Help › For Managers › Exit Management › Separation pending approvals |
| 2 | Separation Pending Checklist/Offboarding Pending Checklist | After completion of approvals, approved employee information will be displayed in Separation Pending Checklist. | Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist |
| 3 | Termination | Here is the procedure for applying employee termination request: | Help › For Managers › Exit Management › Termination |
Learning Management System (LMS)
Source: https://help.spryple.com/help/for-managers/learning-management-system-lms/
Roles named on this page: Manager (2), Employee (1)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Manager | (heading only; no text under it) | Help › For Managers › Learning Management System (LMS) › Manager |
| 2 | Dashboard | In Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help › For Managers › Learning Management System (LMS) › Dashboard |
| 3 | Reports | In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed. | Help › For Managers › Learning Management System (LMS) › Reports |
Employee Management
Source: https://help.spryple.com/help/for-managers/employee-management/
Roles named on this page: Admin (3), HR Manager (29), Reporting Manager (2), Employee (62)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Login with HR manager to Add an Employee | (heading only; no text under it) | Help › For Managers › Employee Management › Login with HR manager to Add an Employee |
| 2 | HR manager Main Dashboard | Click on “Employee Management” option from Left menu, Employee Management and HR Manager section options will be displayed to HR Manager role. | Help › For Managers › Employee Management › HR manager Main Dashboard |
| 3 | Adding New Hire | Click on “New Hires” option from HR Manager section. | Help › For Managers › Employee Management › Adding New Hire |
| 4 | Employee Directory | If employee filled all the information through received link, HR manager can see that information by clicking on “Joining Formalities” Button and data will be saved in “Employee Directory”. | Help › For Managers › Employee Management › Employee Directory |
| 5 | User Login | Enter Company Code, Username, Password and click on Login. | Help › For Managers › Employee Management › User Login |
| 6 | Onboarding Pending Checklist | If New employee added, HR manager checks the employee Onboarding checklist. | Help › For Managers › Employee Management › Onboarding Pending Checklist |
| 7 | Document Approval | Employee uploaded documents are displayed to HR in Document approval screen. | Help › For Managers › Employee Management › Document Approval |
| 8 | Induction Program | HR manager can create Induction program. | Help › For Managers › Employee Management › Induction Program |
| 9 | Employee Reports | HR Manager can check any information about employee | Help › For Managers › Employee Management › Employee Reports |
| 10 | Excel Upload | HR Manager can also dump multiple employee's data through Excel upload | Help › For Managers › Employee Management › Excel Upload |
Attendance Management
Source: https://help.spryple.com/help/for-managers/attendance-management/
Roles named on this page: Admin (1), HR Manager (2), Reporting Manager (3), Manager (36), Employee (55)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Managers | Manager can see the main dashboard with all the Pending Approvals and attendance absent counts with employees list are displayed in the Calendar | Help › For Managers › Attendance Management › Managers |
| 2 | Dashboard | Manager can see ‘Add a Request’ option under “Request Behalf of Employee” section on their dashboard. | Help › For Managers › Attendance Management › Dashboard |
| 3 | 1)Add a request (Dashboard) | Click on “Add a request”, Request Behalf of Employee page is displayed. | Help › For Managers › Attendance Management › 1)Add a request (Dashboard) |
| 4 | 2)Request Behalf of Employee (Side Navigation) | Click on “Request Behalf of Employee”, Request Behalf of Employee page is displayed | Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation) |
| 5 | 1) Approve from Main Dashboard | Manager can Approve the team attendance and leave request from team option in main dashboard | Help › For Managers › Attendance Management › 1) Approve from Main Dashboard |
| 6 | 2) Approve request (Dashboard) | Click on “Approve request”, Approval for Attendance page is displayed. | Help › For Managers › Attendance Management › 2) Approve request (Dashboard) |
| 7 | 3) Pending Approvals (Side Navigation) | Click on “Pending Approvals”, Pending approvals page is displayed. | Help › For Managers › Attendance Management › 3) Pending Approvals (Side Navigation) |
| 8 | Excel Upload | Click on “Excel Upload” option in Left menu | Help › For Managers › Attendance Management › Excel Upload |
| 9 | Summary Report | Manager can see the employee's summary report. Click on summary report | Help › For Managers › Attendance Management › Summary Report |
| 10 | Manager Detailed Report | Manager can see the employee's Attendance details report. Click on Detailed report | Help › For Managers › Attendance Management › Manager Detailed Report |
| 11 | Shift configuration | Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs) | Help › For Managers › Attendance Management › Shift configuration |
| 12 | Late Attendance Report | Manager can see the employee’s late attendance report | Help › For Managers › Attendance Management › Late Attendance Report |
| 13 | Approval History | Approved, rejected attendance requests are displayed in the table | Help › For Managers › Attendance Management › Approval History |
| 14 | Approve Shift Change Request | Login with Manager credentials and click on Attendance Management in the side menu | Help › For Managers › Attendance Management › Approve Shift Change Request |
| 15 | Shift wise Report | Reporting manager can see the Employee attendance status Shift wise in this page | Help › For Managers › Attendance Management › Shift wise Report |
| 16 | Week off configuration | click on week off configuration in side navigation | Help › For Managers › Attendance Management › Week off configuration |
| 17 | Shift rotation Sequences | Click on shift rotation sequences on side navigation and click on add button | Help › For Managers › Attendance Management › Shift rotation Sequences |
| 18 | Approve Permission | Click on approve permission in side navigation | Help › For Managers › Attendance Management › Approve Permission |
| 19 | Assign Rotation Shift | Click on assign rotation shift in side navigation | Help › For Managers › Attendance Management › Assign Rotation Shift |
| 20 | Permission History | Click on permission history in side navigation | Help › For Managers › Attendance Management › Permission History |
| 21 | Manager Attendance Regularization | Note: In manager attendance regularization that particular manager assigned employee’s attendance regularization records will display | Help › For Managers › Attendance Management › Manager Attendance Regularization |
| 22 | Regularization Approval | Click on regularization approval in side navigation | Help › For Managers › Attendance Management › Regularization Approval |
| 23 | Reassign Rotation Shift | Select location dropdown then rotation shift and table will display | Help › For Managers › Attendance Management › Reassign Rotation Shift |
| 24 | Punch Summary Report | Select Employee name and month | Help › For Managers › Attendance Management › Punch Summary Report |
| 25 | Missed Punch Report | User can select the Month & Year, Employee name dropdown | Help › For Managers › Attendance Management › Missed Punch Report |
| 26 | Current Day Attendance Report | Select All Employees | Help › For Managers › Attendance Management › Current Day Attendance Report |
| 27 | Overtime Report | Click on the Overtime Report in the side menu under the HR Manager login | Help › For Managers › Attendance Management › Overtime Report |
| 28 | Extra Days & Penalty Report | (heading only; no text under it) | Help › For Managers › Attendance Management › Extra Days & Penalty Report |
| 29 | Extra Days | Click on extradays radio button | Help › For Managers › Attendance Management › Extra Days |
| 30 | Penalty Days | Click on Penalty days radio button | Help › For Managers › Attendance Management › Penalty Days |
Leave Management
Source: https://help.spryple.com/help/for-managers/leave-management/
Roles named on this page: Manager (29), Employee (33)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Manager Leave Dashboard | User leave list: | Help › For Managers › Leave Management › Manager Leave Dashboard |
| 2 | Pending Requests | Manager can see the latest leave requests raised by employees | Help › For Managers › Leave Management › Pending Requests |
| 3 | Approve | Click on approve button to approve the employee leave request | Help › For Managers › Leave Management › Approve |
| 4 | Reject | Click on Reject button to Reject the employee leave request | Help › For Managers › Leave Management › Reject |
| 5 | Review & approve | Manager can approve or reject the leave request, click on approve button | Help › For Managers › Leave Management › Review & approve |
| 6 | Pending Comp-off | Manager can see the latest comp-off requests raised by employees | Help › For Managers › Leave Management › Pending Comp-off |
| 7 | Pending Cancellation Requests | Manager can see the latest cancelled requests raised by employees | Help › For Managers › Leave Management › Pending Cancellation Requests |
| 8 | Leave History | Manager can see all the approved, rejected, Deleted leave requests | Help › For Managers › Leave Management › Leave History |
| 9 | Comp-off History | Manager can see all the approved, Utilized, Expired comp-off requests | Help › For Managers › Leave Management › Comp-off History |
| 10 | Detailed Report | Manager can get employee wise, date wise, leave type wise & designation wise leave reports | Help › For Managers › Leave Management › Detailed Report |
| 11 | Employee wise Report | Managers need to select Employee name & period of time | Help › For Managers › Leave Management › Employee wise Report |
| 12 | Summary Report | Manager can get Total worked days & Total Leaves count information | Help › For Managers › Leave Management › Summary Report |
| 13 | Payroll Report | Manager can get Leaves approved count, Loss of pay Count & Absents count in this page | Help › For Managers › Leave Management › Payroll Report |
| 14 | Request on Behalf of Employee | Behalf of an employee manager will request for leave | Help › For Managers › Leave Management › Request on Behalf of Employee |
| 15 | Comp off Request on Behalf of Employee | Note: If employees work on week off days and holidays that worked dates will display in worked date field. | Help › For Managers › Leave Management › Comp off Request on Behalf of Employee |
| 16 | Optional Holiday Approval | Note: Employee applied optional holiday request those records will be display in “optional holiday pending approval screen”. | Help › For Managers › Leave Management › Optional Holiday Approval |
| 17 | Optional Holiday on Behalf of Employee | Note: Manager can apply the optional holiday leave on behalf of employee | Help › For Managers › Leave Management › Optional Holiday on Behalf of Employee |
Payroll Management
Source: https://help.spryple.com/help/for-managers/payroll-management/
Roles named on this page: Admin (7), Finance Manager (9), Manager (2), Employee (60)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Finance Manager | User should login with finance manager credentials and click on Payroll module | Help › For Managers › Payroll Management › Finance Manager |
| 2 | EPF | Click on EPF in the side menu | Help › For Managers › Payroll Management › EPF |
| 3 | ESI | Click on ESI in the side menu | Help › For Managers › Payroll Management › ESI |
| 4 | Pay Schedule | Click on Pay Schedule page | Help › For Managers › Payroll Management › Pay Schedule |
| 5 | Pay group | In every organization, every employee has some range of salary with earnings and deductions | Help › For Managers › Payroll Management › Pay group |
| 6 | Pay group configuration | Click on Configuration Button to configure the pay group | Help › For Managers › Payroll Management › Pay group configuration |
| 7 | Assign Pay Group | Click on “Assign Pay Group” to add the pay group to employee | Help › For Managers › Payroll Management › Assign Pay Group |
| 8 | Reassign Pay group | The Finance Manager can reassign new pay group for the new financial year and maybe at the increments time for the employees. | Help › For Managers › Payroll Management › Reassign Pay group |
| 9 | Monthly Payroll (Generate Payroll) | Click on the monthly payroll page to generate the pay slip to employees | Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll) |
| 10 | Monthly Payroll Report (View generated Payroll) | In this screen, User will get the all the payslip generated employee's salary details with bank account information. User can download the PDF to submit banks | Help › For Managers › Payroll Management › Monthly Payroll Report (View generated Payroll) |
| 11 | EPF Report | In this screen, User can see the all the employee EPF Deductions. Users can upload this data to EPF portal by downloading this report | Help › For Managers › Payroll Management › EPF Report |
| 12 | ESI Report | In this screen, User can see the all the employee ESI report. Users can download it in the form of PDF or Excel | Help › For Managers › Payroll Management › ESI Report |
| 13 | Professional Tax Report | Login with Finance Manager credentials and click on Payroll Management module in the side menu | Help › For Managers › Payroll Management › Professional Tax Report |
| 14 | Professional Tax (View) | In this screen users will view the professional tax ranges and Monthly deduction amounts State wise. State names will be displayed based on locations added by admin | Help › For Managers › Payroll Management › Professional Tax (View) |
| 15 | Payroll Messages Master | All Error and Success, Failure messages are available in the message master with screen names indicating which screens they are displayed on. (Will be displayed by default) | Help › For Managers › Payroll Management › Payroll Messages Master |
| 16 | Employee Payments Report | Click on Employee payments report, employee payments report page will display | Help › For Managers › Payroll Management › Employee Payments Report |
| 17 | Leave Balance Report | Click on Leave balance report screen will display with data | Help › For Managers › Payroll Management › Leave Balance Report |
| 18 | Other Deductions | Click on other deductions, other deduction page will display | Help › For Managers › Payroll Management › Other Deductions |
| 19 | Manage Other Deductions | Click on manage other deductions, pay group deduction mapping screen will display | Help › For Managers › Payroll Management › Manage Other Deductions |
| 20 | Bank Wise Salary Summary | Click on bank wise salary summary, bank wise salary summary page will display | Help › For Managers › Payroll Management › Bank Wise Salary Summary |
| 21 | EPF deduction | For all employees EPF deduction category | Help › For Managers › Payroll Management › EPF deduction |
| 22 | ESI category | On click ESI category view icon, employee list will display | Help › For Managers › Payroll Management › ESI category |
| 23 | Detailed Payroll Report | Click on detailed payroll report, detailed payroll report page will display | Help › For Managers › Payroll Management › Detailed Payroll Report |
| 24 | Employee Pay group List | Click on employee pay group list, employee pay groups screen will display | Help › For Managers › Payroll Management › Employee Pay group List |
| 25 | Advance Salary Report | (heading only; no text under it) | Help › For Managers › Payroll Management › Advance Salary Report |
| 26 | Payable Days Report | Here the user can select month | Help › For Managers › Payroll Management › Payable Days Report |
| 27 | TDS Distribution | Click on TDS Distribution | Help › For Managers › Payroll Management › TDS Distribution |
| 28 | Variable Pay Distribution | Click on variable pay distribution | Help › For Managers › Payroll Management › Variable Pay Distribution |
| 29 | Variable Pay Schedule | On click variable pay schedule | Help › For Managers › Payroll Management › Variable Pay Schedule |
CRM Field Force Management
Source: https://help.spryple.com/help/for-managers/crm-field-force-management/
Roles named on this page: Finance Manager (2), Manager (37), Employee (44)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Manager Level Features | Manager Login | Help › For Managers › CRM Field Force Management › Manager Level Features |
| 2 | 1.1 GPS Monitoring | Assigned employees Live Tracking will be displayed in the dashboard map. | Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring |
| 3 | 1.2 Clients | All added Clients by the assigned Employees will be displayed under this screen. | Help › For Managers › CRM Field Force Management › 1.2 Clients |
| 4 | 1.3 Attendance Summary Report | In the Attendance Summary Report screen, the Manager can get the details of the Attendance for assigned Employees based on the search criteria of data and Employee name. | Help › For Managers › CRM Field Force Management › 1.3 Attendance Summary Report |
| 5 | 1.4 Attendance Detailed Report | In the Detailed Attendance Report the Manager can check the Attendance Report based on the month based on the search criteria. | Help › For Managers › CRM Field Force Management › 1.4 Attendance Detailed Report |
| 6 | 1.5 Clients Report | In the Clients Report all the details related to the Clients (added by Employees) will be stored. | Help › For Managers › CRM Field Force Management › 1.5 Clients Report |
| 7 | 1.6 Employee Activity Report | In the Employee Activity Report Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits and No.of kms Travelled. | Help › For Managers › CRM Field Force Management › 1.6 Employee Activity Report |
| 8 | 1.6.1 Summary | Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits, Type and No.of kms Travelled | Help › For Managers › CRM Field Force Management › 1.6.1 Summary |
| 9 | 1.6.2 Tracking Log | In the Tracking Log tab Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Managers › CRM Field Force Management › 1.6.2 Tracking Log |
| 10 | 1.7 Device Approvals | If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager. | Help › For Managers › CRM Field Force Management › 1.7 Device Approvals |
| 11 | 1.8 Employee Tracking Log Report | In the Employee Tracking Log Report Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Managers › CRM Field Force Management › 1.8 Employee Tracking Log Report |
| 12 | 1.8.1 Employee Summary Details | Manager able to check First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled and Total Activities | Help › For Managers › CRM Field Force Management › 1.8.1 Employee Summary Details |
| 13 | 1.8.2 Activities | By clicking on Show, Activities will be displayed | Help › For Managers › CRM Field Force Management › 1.8.2 Activities |
| 14 | 1.8.3 Employee Tracking Details | Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help › For Managers › CRM Field Force Management › 1.8.3 Employee Tracking Details |
| 15 | 1.9 Team Travel Approvals | On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed | Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals |
| 16 | 1.10 Assignments Report | On clicking 'Assignments', the Assignments page will be displayed | Help › For Managers › CRM Field Force Management › 1.10 Assignments Report |
| 17 | 1.11 Missed Punch Report | On clicking ‘Missed Punch Report’, the Missed Punch Report page will be displayed | Help › For Managers › CRM Field Force Management › 1.11 Missed Punch Report |
| 18 | 1.12 Leave Approvals | Manager can see the latest leave requests raised by employees | Help › For Managers › CRM Field Force Management › 1.12 Leave Approvals |
| 19 | 1.13 Configure Shift | Manager can assign the shifts for assigned employee’s (Shift days) | Help › For Managers › CRM Field Force Management › 1.13 Configure Shift |
| 20 | 1.14 Week off Configuration | Manager can assign the week offs for assigned employee’s (Week offs) | Help › For Managers › CRM Field Force Management › 1.14 Week off Configuration |
| 21 | 1.15 Leave History | Approved, rejected attendance requests are displayed in the table | Help › For Managers › CRM Field Force Management › 1.15 Leave History |
Claims Management
Source: https://help.spryple.com/help/for-managers/claims-management/
Roles named on this page: Finance Manager (2), Manager (10), Employee (12)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Claims Module for Manager | After successfully logging in, click on the Claims Management module in the left navigation menu | Help › For Managers › Claims Management › Claims Module for Manager |
| 2 | Claims Approval | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help › For Managers › Claims Management › Claims Approval |
Time Sheet Management
Source: https://help.spryple.com/help/for-managers/time-sheet-management/
Roles named on this page: Manager (12), Employee (13)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Dashboard | In Manager Dashboard, Active Projects, Project Assigned Employees, Bench Employees count will be displayed | Help › For Managers › Time Sheet Management › 1. Dashboard |
| 2 | 2. Task | User creates a Task and changes the status to Active and Inactive for the created Task. | Help › For Managers › Time Sheet Management › 2. Task |
| 3 | 3. Assign Task | User can create Assign Task. | Help › For Managers › Time Sheet Management › 3. Assign Task |
| 4 | 1.3.2 History | On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. By default, the current week dates will be displayed in the date’s fields. | Help › For Managers › Time Sheet Management › 1.3.2 History |
| 5 | 1.3.3 Defaulters | If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab | Help › For Managers › Time Sheet Management › 1.3.3 Defaulters |
| 6 | 4. Pending Approvals | There are four tabs Pending Request, History, Defaulters, All History | Help › For Managers › Time Sheet Management › 4. Pending Approvals |
| 7 | 4.1 Pending Request | If the submitted request is waiting for approvals from the manager, it will remain under the ‘Pending Request’ tab until the manager reviews it. | Help › For Managers › Time Sheet Management › 4.1 Pending Request |
| 8 | 4.2 History | On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. By default, the current week dates will be displayed in the date’s fields. | Help › For Managers › Time Sheet Management › 4.2 History |
| 9 | 4.3 Defaulters | If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab | Help › For Managers › Time Sheet Management › 4.3 Defaulters |
| 10 | 4.4 All History | On the All History tab, ‘Project’, ‘From Date’ and ‘To Date’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. By default, the current week dates will be displayed in the date’s fields. | Help › For Managers › Time Sheet Management › 4.4 All History |
| 11 | 5. Summary Report | In Summary Reports, ‘Project’, ‘Date’ and ‘Project Status’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help › For Managers › Time Sheet Management › 5. Summary Report |
Employee
Exit Management
Source: https://help.spryple.com/help/for-employee/exit-management/
Roles named on this page: Manager (1), Employee (3)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Separation | Here is the procedure for submitting an employee separation request: | Help › For Employee › Exit Management › Separation |
Learning Management System (LMS)
Source: https://help.spryple.com/help/for-employee/learning-management-system-lms/
Roles named on this page: Employee (6)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | LMS- Employee Login | (heading only; no text under it) | Help › For Employee › Learning Management System (LMS) › LMS- Employee Login |
| 2 | Course Library | Click on Course Library option from the Left menu in Learning Management System. | Help › For Employee › Learning Management System (LMS) › Course Library |
| 3 | Learning Sphere | Employee No. Of Sections completed, Leader Dashboard, Course Information will be displayed. | Help › For Employee › Learning Management System (LMS) › Learning Sphere |
| 4 | My Badges | Employee earned Badges and Next Targets will be displayed. | Help › For Employee › Learning Management System (LMS) › My Badges |
| 5 | My Certificates | Employee completed courses certificates will be displayed. | Help › For Employee › Learning Management System (LMS) › My Certificates |
Employee Management
Source: https://help.spryple.com/help/for-employee/employee-management/
Roles named on this page: Employee (9)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | My Profile | Click on My profile from left menu. | Help › For Employee › Employee Management › My Profile |
| 2 | Onboarding checklist | Login with employee credentials and click on employee management in the side menu | Help › For Employee › Employee Management › Onboarding checklist |
| 3 | Edit Profile | Click on Edit Profile on the top right corner | Help › For Employee › Employee Management › Edit Profile |
| 4 | Change Password | Click on down arrow on top right corner | Help › For Employee › Employee Management › Change Password |
Attendance Management
Source: https://help.spryple.com/help/for-employee/attendance-management/
Roles named on this page: Reporting Manager (1), Manager (11), Employee (34)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Login | Enter Company code, Username/Email and Password and click on Login. | Help › For Employee › Attendance Management › Login |
| 2 | Employee Dashboard | (heading only; no text under it) | Help › For Employee › Attendance Management › Employee Dashboard |
| 3 | Calendar | Employee Attendance, Holidays, Week Off’s, Leaves are displayed in calendar | Help › For Employee › Attendance Management › Calendar |
| 4 | Check In/Out | Employees First In and Last Out time is displayed | Help › For Employee › Attendance Management › Check In/Out |
| 5 | Shifts | Assigned Current shift, Next shifts are displayed with date and time. | Help › For Employee › Attendance Management › Shifts |
| 6 | Requesting Attendance | Employee can mark their attendance request in following 3 ways: | Help › For Employee › Attendance Management › Requesting Attendance |
| 7 | From Main Dashboard | Employee will see the Pending attendance requests in Alerts section | Help › For Employee › Attendance Management › From Main Dashboard |
| 8 | Dashboard | Employee can see ‘Send a request’ option under ‘’Pending Attendance” section on their dashboard | Help › For Employee › Attendance Management › Dashboard |
| 9 | Send a request | Click on “Send a request”, Attendance Request page is displayed. | Help › For Employee › Attendance Management › Send a request |
| 10 | Attendance Request | Click on Attendance Request in the Attendance Module. Attendance Request page is displayed | Help › For Employee › Attendance Management › Attendance Request |
| 11 | Edit Request | On click edit of an attendance request, details are displayed in respective fields | Help › For Employee › Attendance Management › Edit Request |
| 12 | Delete Request | On click Delete icon, attendance request is deleted after confirming as yes | Help › For Employee › Attendance Management › Delete Request |
| 13 | View | After completion of manager approval or rejection of attendance request employee can see the details with View icon | Help › For Employee › Attendance Management › View |
| 14 | Monthly Detail Report | Login with employee credentials and click on Attendance Management in the side menu | Help › For Employee › Attendance Management › Monthly Detail Report |
| 15 | Shift Change Request | Click on add button to send a shift change request to Reporting manager | Help › For Employee › Attendance Management › Shift Change Request |
| 16 | Request Permission | Click on add new button to request permission for present day/future days | Help › For Employee › Attendance Management › Request Permission |
| 17 | Attendance Regularization | Note: If Employee check in but not check Out then that record is displaying in attendance regularization table. | Help › For Employee › Attendance Management › Attendance Regularization |
| 18 | Attendance Summary Report | Manager can see the employee's summary report. Click on summary report | Help › For Employee › Attendance Management › Attendance Summary Report |
| 19 | Late Attendance Report | Employee can see their late attendance report | Help › For Employee › Attendance Management › Late Attendance Report |
| 20 | Missed Punch Report | Employee can see them missed punch out records | Help › For Employee › Attendance Management › Missed Punch Report |
| 21 | Extra Days & Penalty Report | (heading only; no text under it) | Help › For Employee › Attendance Management › Extra Days & Penalty Report |
| 22 | Extra Days | Click on extradays radio button | Help › For Employee › Attendance Management › Extra Days |
| 23 | Penalty Days | Click on Penalty days radio button | Help › For Employee › Attendance Management › Penalty Days |
Leave Management
Source: https://help.spryple.com/help/for-employee/leave-management/
Roles named on this page: Admin (3), Manager (4), Employee (23)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Employee | Click on Leave Management Module in the left menu | Help › For Employee › Leave Management › Employee |
| 2 | Leave Dashboard | (heading only; no text under it) | Help › For Employee › Leave Management › Leave Dashboard |
| 3 | Calendar | Employee Holidays, Week Off’s, Leaves are displayed in calendar | Help › For Employee › Leave Management › Calendar |
| 4 | Holiday List | Company holiday list is displayed | Help › For Employee › Leave Management › Holiday List |
| 5 | Leave Request | Login with Employee credentials and dashboard is displayed. In the side menu, click on Leave Mangement module | Help › For Employee › Leave Management › Leave Request |
| 6 | Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help › For Employee › Leave Management › Leave History |
| 7 | Leave Balance | Login with Employee Credentials and click on Leave Management in the side menu | Help › For Employee › Leave Management › Leave Balance |
| 8 | Comp-off Request | Employee can register the Comp-offs in the Comp-Off page | Help › For Employee › Leave Management › Comp-off Request |
| 9 | Company Leave Policies | Click on Leave module after logging in with Employee credentials | Help › For Employee › Leave Management › Company Leave Policies |
| 10 | Optional Holiday Request | User can be able to apply the optional holiday request in the Leave Management Module | Help › For Employee › Leave Management › Optional Holiday Request |
Payroll Management
Source: https://help.spryple.com/help/for-employee/payroll-management/
Roles named on this page: Finance Manager (1), Manager (1), Employee (8)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Employee Dashboard | Click on Employee dashboard page | Help › For Employee › Payroll Management › Employee Dashboard |
| 2 | CTC History | In this screen, Employee can view his Earning components amounts, Based on Pay group configuration (Monthly & Annually) | Help › For Employee › Payroll Management › CTC History |
| 3 | Pay Slips | Click on Payroll Management in the left menu and click on view icon in Dashboard | Help › For Employee › Payroll Management › Pay Slips |
| 4 | Request Advance Salary | Note: Minimum 1 month payslip is required to employee advance salary request | Help › For Employee › Payroll Management › Request Advance Salary |
Sales CRM Web Application
Source: https://help.spryple.com/help/for-employee/sales-crm-web-application/
Roles named on this page: Finance Manager (2), Reporting Manager (1), Manager (6), Sales Executive (2), Field Executive (1), Employee (20)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Introduction | (heading only; no text under it) | Help › For Employee › Sales CRM Web Application › 1. Introduction |
| 2 | 1.1 Overview | Welcome to the Spryple CRM your ultimate companion for real-time tracking and location sharing. Our app empowers you with seamless live tracking capabilities. | Help › For Employee › Sales CRM Web Application › 1.1 Overview |
| 3 | 1.2 Purpose of the App | The app serves to Enhance team coordination by monitoring the location of colleagues or employees, facilitating efficient collaboration and logistics. | Help › For Employee › Sales CRM Web Application › 1.2 Purpose of the App |
| 4 | 1.3 System Requirements | Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance. | Help › For Employee › Sales CRM Web Application › 1.3 System Requirements |
| 5 | 2. Getting Started | (heading only; no text under it) | Help › For Employee › Sales CRM Web Application › 2. Getting Started |
| 6 | 2.1 Account Creation | Create user accounts for the Manager and the Employee, ensuring secure access to the live tracking system. | Help › For Employee › Sales CRM Web Application › 2.1 Account Creation |
| 7 | 3. User Interface | (heading only; no text under it) | Help › For Employee › Sales CRM Web Application › 3. User Interface |
| 8 | 3.1 Main Screen | Navigate through the user-friendly main screen to access key features and functionalities. | Help › For Employee › Sales CRM Web Application › 3.1 Main Screen |
| 9 | 3.2 Navigation | Spryple CRM navigation system allows seamless movement between different features by Selecting and Tapping. | Help › For Employee › Sales CRM Web Application › 3.2 Navigation |
| 10 | 4. Employee Level Features | (heading only; no text under it) | Help › For Employee › Sales CRM Web Application › 4. Employee Level Features |
| 11 | Employee Login | Employee has five screens Employee Dashboard, Client List, Leave Request, Leave History, Leave Balance | Help › For Employee › Sales CRM Web Application › Employee Login |
| 12 | 4.1 Login | Enter Company code, Username/Email and Password and click on Login | Help › For Employee › Sales CRM Web Application › 4.1 Login |
| 13 | 4.2 Employee Dashboard | Punch In/Out time, Today Follow-ups, Today’s Date with Calendar icon, Add Clients, Maps are displayed. | Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard |
| 14 | 4.2.1 Add Client | On click Add Client button related fields will display | Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client |
| 15 | 4.3 Client List | Employee able to see two dashboards based on dropdown selection | Help › For Employee › Sales CRM Web Application › 4.3 Client List |
| 16 | 4.3.a Client Demo Status | Sales Executive added clients through mobile are displayed in Client List | Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status |
| 17 | 4.3.b Client Status | Based on the status selection client will be displayed in respective columns (Interested, Follow-up, Won, Lost, Not Interested) | Help › For Employee › Sales CRM Web Application › 4.3.b Client Status |
| 18 | 4. 4 Travel Approvals | On the Travel Approvals page, ‘Select Employee’, 'From Date', 'To Date' and ‘Minimum Visits’ fields will be displayed, along with 'Search' and 'Clear' buttons | Help › For Employee › Sales CRM Web Application › 4. 4 Travel Approvals |
| 19 | 4. 5 Leave Request | Sales Executive able to apply leave, Available leave balance and reporting manager name displayed | Help › For Employee › Sales CRM Web Application › 4. 5 Leave Request |
| 20 | 4.6 Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help › For Employee › Sales CRM Web Application › 4.6 Leave History |
| 21 | 4.7 Leave Balance | Employees can see their leave balance | Help › For Employee › Sales CRM Web Application › 4.7 Leave Balance |
Claims Management
Source: https://help.spryple.com/help/for-employee/claims-management/
Roles named on this page: Finance Manager (2), Manager (4), Employee (7)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Employee Level Features | (heading only; no text under it) | Help › For Employee › Claims Management › Employee Level Features |
| 2 | Claims Module for Employee | After successfully logging in, click on the Claim Management module in the left navigation menu | Help › For Employee › Claims Management › Claims Module for Employee |
| 3 | Claims Request | On clicking 'Claim Request', the Claim Request page will be displayed | Help › For Employee › Claims Management › Claims Request |
Time Sheet Management
Source: https://help.spryple.com/help/for-employee/time-sheet-management/
Roles named on this page: Employee (2)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Employee Dashboard | In Employee Dashboard, Task Summary report will be displayed in bar chart | Help › For Employee › Time Sheet Management › 1. Employee Dashboard |
| 2 | 2. Submit Timesheet | There are two tabs New Entry and History | Help › For Employee › Time Sheet Management › 2. Submit Timesheet |
| 3 | 2.1 New Entry | User able to submit timesheet from this screen | Help › For Employee › Time Sheet Management › 2.1 New Entry |
| 4 | 2.2 History | On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed along with ‘Submit’ and ‘Clear’ buttons. | Help › For Employee › Time Sheet Management › 2.2 History |
| 5 | 3. Summary Reports | In Summary Reports, ‘Project’, and ‘Date’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help › For Employee › Time Sheet Management › 3. Summary Reports |
Mobile App
Claims Management
Source: https://help.spryple.com/help/mobile-app/claims-management/
Roles named on this page: Finance Manager (3), Manager (6), Field Executive (1), Employee (7)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Claims Module Mobile App User Manual | (heading only; no text under it) | Help › Mobile App › Claims Management › Claims Module Mobile App User Manual |
| 2 | 1. Introduction | (heading only; no text under it) | Help › Mobile App › Claims Management › 1. Introduction |
| 3 | 1.1 Overview | Welcome to the Claims App, a powerful tool designed for the management of employee reimbursements and claims for various expenses in real-life | Help › Mobile App › Claims Management › 1.1 Overview |
| 4 | 1.2 Purpose of the App | The purpose of a Claims application in real life is to streamline the process of managing and reimbursing expenses incurred by individuals—most commonly employees—in a transparent, efficient, and policy-compliant manner | Help › Mobile App › Claims Management › 1.2 Purpose of the App |
| 5 | 1.3 System Requirements | Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance | Help › Mobile App › Claims Management › 1.3 System Requirements |
| 6 | 2. Getting Started | (heading only; no text under it) | Help › Mobile App › Claims Management › 2. Getting Started |
| 7 | 2.1 Installation | Open the Play store and search for ‘Spryple CRM’. Click on ‘Install’ to install it. It is often integrated into the web application | Help › Mobile App › Claims Management › 2.1 Installation |
| 8 | 2.1 Account Creation | Create user accounts for the Manager and the Field Executives, ensuring secure access to the attendance system | Help › Mobile App › Claims Management › 2.1 Account Creation |
| 9 | 2.3 Usage of App | Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi) | Help › Mobile App › Claims Management › 2.3 Usage of App |
| 10 | 3. User Interface | (heading only; no text under it) | Help › Mobile App › Claims Management › 3. User Interface |
| 11 | 3.1 Main Screen | Navigate through the user-friendly main screen to access key features and functionalities. | Help › Mobile App › Claims Management › 3.1 Main Screen |
| 12 | Claims Management by Employee | After successfully logging in, click on more option from tabs. | Help › Mobile App › Claims Management › Claims Management by Employee |
| 13 | Claims History | On click “Claims History”, all claims are displayed and “Claim Request” button is displayed | Help › Mobile App › Claims Management › Claims History |
| 14 | Claims Management - Manager | After successfully logging in, click on more option from tabs | Help › Mobile App › Claims Management › Claims Management - Manager |
| 15 | Claims History | On click “Claims History”, all claims are displayed and “Claim Request” button is displayed | Help › Mobile App › Claims Management › Claims History |
| 16 | Claim Pending Approvals | Navigate to “Claims Pending Approvals” from the menu under “Claims Management”, a search field is displayed to search with name or claim ID | Help › Mobile App › Claims Management › Claim Pending Approvals |
Spryple HR
Source: https://help.spryple.com/help/mobile-app/spryple-hcm/
Roles named on this page: Manager (19), Employee (46), Receptionist (4)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Spryple integrated HCM/Lite User Manual | (heading only; no text under it) | Help › Mobile App › Spryple HR › Spryple integrated HCM/Lite User Manual |
| 2 | 1. Introduction | (heading only; no text under it) | Help › Mobile App › Spryple HR › 1. Introduction |
| 3 | 1.1 Overview | Welcome to the Spryple HCM App, a powerful tool designed to streamline attendance tracking, leave tracking and Rewards & Recognitions | Help › Mobile App › Spryple HR › 1.1 Overview |
| 4 | 1.2 Purpose of the App | The app serves as a modern and secure solution for employee attendance management, leave management providing accurate and real-time tracking | Help › Mobile App › Spryple HR › 1.2 Purpose of the App |
| 5 | 1.3 System Requirements | Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance | Help › Mobile App › Spryple HR › 1.3 System Requirements |
| 6 | 2. Getting Started | (heading only; no text under it) | Help › Mobile App › Spryple HR › 2. Getting Started |
| 7 | 2.1 Installation | Open the Play store and search for ‘Spryple HCM’. Click on ‘Install’ to install it. It is often integrated into the web application | Help › Mobile App › Spryple HR › 2.1 Installation |
| 8 | 2.1 Account Creation | Create user accounts for the Manager and the Receptionist, ensuring secure access to the attendance system | Help › Mobile App › Spryple HR › 2.1 Account Creation |
| 9 | 2.3 Usage of App | Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi) | Help › Mobile App › Spryple HR › 2.3 Usage of App |
| 10 | 3. User Interface | (heading only; no text under it) | Help › Mobile App › Spryple HR › 3. User Interface |
| 11 | 3.1 Main Screen | Navigate through the user-friendly main screen to access key features and functionalities. | Help › Mobile App › Spryple HR › 3.1 Main Screen |
| 12 | Applying Attendance Request by Employee | Employee applies for an attendance request in the below screens | Help › Mobile App › Spryple HR › Applying Attendance Request by Employee |
| 13 | Approving Attendance Request by Manager | Manager approves the applied attendance requests of employees | Help › Mobile App › Spryple HR › Approving Attendance Request by Manager |
| 14 | Reports | (heading only; no text under it) | Help › Mobile App › Spryple HR › Reports |
| 15 | Today Attendees | Manager can check multiple check ins and Check outs of all the employees for the current day. | Help › Mobile App › Spryple HR › Today Attendees |
| 16 | Attendance Details | In Attendance Details, check ins and check outs data will be displayed of all the Employees along with the date wise | Help › Mobile App › Spryple HR › Attendance Details |
| 17 | Attendance Summary | Select "Attendance Summary" from the available options | Help › Mobile App › Spryple HR › Attendance Summary |
| 18 | Capture Employee Image | In this feature the manager can configure their employees’ facial recognition profiles | Help › Mobile App › Spryple HR › Capture Employee Image |
| 19 | Configure Location | In this feature the manager can configure the location | Help › Mobile App › Spryple HR › Configure Location |
| 20 | Attendance captured by employees in Receptionist Login | Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out in configured geo location by clicking on Front Office Check in or Front Office Check Out. | Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login |
| 21 | Applying Leave Request by Employee | Employee applies for a leave request in the below screens | Help › Mobile App › Spryple HR › Applying Leave Request by Employee |
| 22 | Approving Leave Request by Manager | Manager approves the applied leave requests of employees | Help › Mobile App › Spryple HR › Approving Leave Request by Manager |
| 23 | Applying Comp-Off Request by Employee | Employee applies for a comp-off request in the below screens | Help › Mobile App › Spryple HR › Applying Comp-Off Request by Employee |
| 24 | Approving Comp-Off Request by Manager | Manager approves the applied comp-off requests of employees | Help › Mobile App › Spryple HR › Approving Comp-Off Request by Manager |
| 25 | REWARDS & RECOGNITION | Users can congratulate their peers to promote a positive and collaborative work culture | Help › Mobile App › Spryple HR › REWARDS & RECOGNITION |
Spryple Lite
Source: https://help.spryple.com/help/mobile-app/spryple-lite/
Roles named on this page: Manager (8), Employee (17), Receptionist (4)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Introduction | (heading only; no text under it) | Help › Mobile App › Spryple Lite › 1. Introduction |
| 2 | 1.1 Overview | Welcome to the Spryple Lite Employee Attendance Facial Recognition App, a powerful tool designed to streamline attendance tracking using facial recognition technology | Help › Mobile App › Spryple Lite › 1.1 Overview |
| 3 | 1.2 Purpose of the App | The app serves as a modern and secure solution for automating employee attendance management, providing accurate and real-time tracking | Help › Mobile App › Spryple Lite › 1.2 Purpose of the App |
| 4 | 1.3 System Requirements | Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance | Help › Mobile App › Spryple Lite › 1.3 System Requirements |
| 5 | 2. Getting Started | (heading only; no text under it) | Help › Mobile App › Spryple Lite › 2. Getting Started |
| 6 | 2.1 Installation | Open the Play store and search for ‘Spryple Lite’. Click on ‘Install’ to install it. It is often integrated into the web application | Help › Mobile App › Spryple Lite › 2.1 Installation |
| 7 | 2.1 Account Creation | Create user accounts for the Manager and the Receptionist, ensuring secure access to the attendance system | Help › Mobile App › Spryple Lite › 2.1 Account Creation |
| 8 | 2.3 Usage of App | Open the App and give the necessary credentials based on the role (Manager, Receptionist & employee) and ensure the device has the internet connection (Mobile data or Wi-Fi) | Help › Mobile App › Spryple Lite › 2.3 Usage of App |
| 9 | 3. User Interface | (heading only; no text under it) | Help › Mobile App › Spryple Lite › 3. User Interface |
| 10 | 3.1 Main Screen | Navigate through the user-friendly main screen to access key features and functionalities. | Help › Mobile App › Spryple Lite › 3.1 Main Screen |
| 11 | Employee Login | It has features which helps the Employees to self Check-in and self Check-out in their own devices | Help › Mobile App › Spryple Lite › Employee Login |
| 12 | 3.2 Navigation | Spryple Lite navigation system allows seamless movement between different features by Selecting and Tapping | Help › Mobile App › Spryple Lite › 3.2 Navigation |
| 13 | 4. Facial Recognition for Attendance | Manager Login | Help › Mobile App › Spryple Lite › 4. Facial Recognition for Attendance |
| 14 | 4.1 Employee Enrollment | (heading only; no text under it) | Help › Mobile App › Spryple Lite › 4.1 Employee Enrollment |
| 15 | 4.1.1 Add Employee | Managers have access to add employees to the system | Help › Mobile App › Spryple Lite › 4.1.1 Add Employee |
| 16 | 4.1.2 Configure User | In this feature the manager can edit the employees and manage their facial recognition profiles | Help › Mobile App › Spryple Lite › 4.1.2 Configure User |
| 17 | 4.2 Detailed Reports | In Detailed reports, Attendance will be displayed according to the Employee wise along with the date wise | Help › Mobile App › Spryple Lite › 4.2 Detailed Reports |
| 18 | 4.3 Attendance Reports | Select "Attendance Reports" from the available options | Help › Mobile App › Spryple Lite › 4.3 Attendance Reports |
| 19 | 4.4 Payroll Reports | Select "Payroll Reports" from the available options | Help › Mobile App › Spryple Lite › 4.4 Payroll Reports |
| 20 | 4.5 Receptionist Login | Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out | Help › Mobile App › Spryple Lite › 4.5 Receptionist Login |
Sales CRM Mobile Application
Source: https://help.spryple.com/help/mobile-app/sales-crm-mobile-application/
Roles named on this page: Manager (16), Sales Executive (2), Employee (33)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | 1. Introduction | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 1. Introduction |
| 2 | 1.1 Overview | Welcome to the Spryple CRM your ultimate companion for real-time tracking and location sharing. Our app empowers you with seamless live tracking capabilities. | Help › Mobile App › Sales CRM Mobile Application › 1.1 Overview |
| 3 | 1.2 Purpose of the App | The app serves to Enhance team coordination by monitoring the location of colleagues or employees, facilitating efficient collaboration and logistics. | Help › Mobile App › Sales CRM Mobile Application › 1.2 Purpose of the App |
| 4 | 1.3 System Requirements | Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance. | Help › Mobile App › Sales CRM Mobile Application › 1.3 System Requirements |
| 5 | 2. Getting Started | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 2. Getting Started |
| 6 | 2.1 Installation | Open the Play store/App Store and search for ‘Spryple CRM’. Click on ‘Install’ to install it. It is often integrated into the web application It can be downloaded in both Android & iOS devices | Help › Mobile App › Sales CRM Mobile Application › 2.1 Installation |
| 7 | 2.1 Account Creation | Create user accounts for the Manager and the Employee, ensuring secure access to the live tracking system | Help › Mobile App › Sales CRM Mobile Application › 2.1 Account Creation |
| 8 | 2.3 Usage of App | Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi) | Help › Mobile App › Sales CRM Mobile Application › 2.3 Usage of App |
| 9 | 3. User Interface | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 3. User Interface |
| 10 | 3.1 Main Screen | Navigate through the user-friendly main screen to access key features and functionalities. | Help › Mobile App › Sales CRM Mobile Application › 3.1 Main Screen |
| 11 | 3.2 Navigation | Spryple CRM navigation system allows seamless movement between different features by Selecting and Tapping | Help › Mobile App › Sales CRM Mobile Application › 3.2 Navigation |
| 12 | 4. Employee Level Features | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 4. Employee Level Features |
| 13 | Employee Login | Employees have the features to Punch In/Out, Add Client, Add Activity, Leave Request and Leave History. | Help › Mobile App › Sales CRM Mobile Application › Employee Login |
| 14 | 4.1 Login | Enter Company code, Username/Email and Password and click on Login. | Help › Mobile App › Sales CRM Mobile Application › 4.1 Login |
| 15 | 4.2 Dashboard | After successful login, main dashboard is displayed. | Help › Mobile App › Sales CRM Mobile Application › 4.2 Dashboard |
| 16 | 4.2.1 Today's Followup's | On click Today’s Follow-ups arrow “Follow-ups” screen will display | Help › Mobile App › Sales CRM Mobile Application › 4.2.1 Today's Followup's |
| 17 | 4.2.2 Activities | If client want to add activity with only image, Activates option is display in Dashboard in place of Today’s Follow-ups | Help › Mobile App › Sales CRM Mobile Application › 4.2.2 Activities |
| 18 | 4.3 Punch In/Punch Out | On click camera tab Punch In screen is display with camera and employee details name and address. | Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out |
| 19 | 4.4 Add Client | Sales Executive able to add client | Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client |
| 20 | 4.5 Activity Dashboard | Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads). | Help › Mobile App › Sales CRM Mobile Application › 4.5 Activity Dashboard |
| 21 | 4.5.a Add Activity | Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status. | Help › Mobile App › Sales CRM Mobile Application › 4.5.a Add Activity |
| 22 | 4.5.b Activity List | Added Activity's details are displayed in Activity List. | Help › Mobile App › Sales CRM Mobile Application › 4.5.b Activity List |
| 23 | 4.5.c Client Details | Employee able to edit client details | Help › Mobile App › Sales CRM Mobile Application › 4.5.c Client Details |
| 24 | 4.5.d Client Associates | Click on Client Associates tab, Client Associates screen will display with “Add(+)” icon | Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates |
| 25 | 4.5.e Client Payments | Click on Client Payments tab, Client Payments screen will display with “Add(+)” icon | Help › Mobile App › Sales CRM Mobile Application › 4.5.e Client Payments |
| 26 | 4.6 Travel Approvals | Click on Reports tab, Travel approvals screen will be displayed | Help › Mobile App › Sales CRM Mobile Application › 4.6 Travel Approvals |
| 27 | 4.7 More | Click on More tab Leave Management will display. | Help › Mobile App › Sales CRM Mobile Application › 4.7 More |
| 28 | 4.7.a Leave Request | Sales Executive able to apply leave and able to see available leave balance. | Help › Mobile App › Sales CRM Mobile Application › 4.7.a Leave Request |
| 29 | 4.7.b Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help › Mobile App › Sales CRM Mobile Application › 4.7.b Leave History |
| 30 | 5.3 Punch In/Punch Out | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 5.3 Punch In/Punch Out |
| 31 | 5. Manager Level Features | Manager Login | Help › Mobile App › Sales CRM Mobile Application › 5. Manager Level Features |
| 32 | 5.1 Login | Enter Company code, Username/Email and Password and click on Login. | Help › Mobile App › Sales CRM Mobile Application › 5.1 Login |
| 33 | 5.2 Dashboard | After successful login, main dashboard is displayed. | Help › Mobile App › Sales CRM Mobile Application › 5.2 Dashboard |
| 34 | 5.2.1 Activities | If client want to add activity with only image, Activates option is display in Dashboard in place of Today’s Follow-ups | Help › Mobile App › Sales CRM Mobile Application › 5.2.1 Activities |
| 35 | 5.3 Punch In/Punch Out | On click camera tab Punch In screen is display with camera and manager details name and address. | Help › Mobile App › Sales CRM Mobile Application › 5.3 Punch In/Punch Out |
| 36 | 5.4 Add Client | Manager able to add client | Help › Mobile App › Sales CRM Mobile Application › 5.4 Add Client |
| 37 | 5.5 Activity Dashboard | Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads). | Help › Mobile App › Sales CRM Mobile Application › 5.5 Activity Dashboard |
| 38 | 5.5.a Add Activity | Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status. | Help › Mobile App › Sales CRM Mobile Application › 5.5.a Add Activity |
| 39 | 5.5.b Activity List | Added Activity details are display in Activity List. | Help › Mobile App › Sales CRM Mobile Application › 5.5.b Activity List |
| 40 | 5.5.c Client Details | Employee able to edit client details | Help › Mobile App › Sales CRM Mobile Application › 5.5.c Client Details |
| 41 | 5.5.d Client Associates | Employee able to add client associates | Help › Mobile App › Sales CRM Mobile Application › 5.5.d Client Associates |
| 42 | 5.5.e Client Payments | Client Payments tab will display only after given final price in Add Activity | Help › Mobile App › Sales CRM Mobile Application › 5.5.e Client Payments |
| 43 | 5.6 Employee Location | All assigned employees including manager names are displayed | Help › Mobile App › Sales CRM Mobile Application › 5.6 Employee Location |
| 44 | 5.7 Travel Approvals | (heading only; no text under it) | Help › Mobile App › Sales CRM Mobile Application › 5.7 Travel Approvals |
| 45 | 5.7.a Travel Approvals | Click on Reports tab, Travel approvals screen will be displayed | Help › Mobile App › Sales CRM Mobile Application › 5.7.a Travel Approvals |
| 46 | 5.7.b Team Travel Approvals | Click on Team Travel Approvals tab, screen will display | Help › Mobile App › Sales CRM Mobile Application › 5.7.b Team Travel Approvals |
| 47 | 5.8 More | Click on More tab Leave Management will display. | Help › Mobile App › Sales CRM Mobile Application › 5.8 More |
| 48 | 5.8.a Leave Request | Manager able to apply leave and able to see available leave balance. | Help › Mobile App › Sales CRM Mobile Application › 5.8.a Leave Request |
| 49 | 5.8.b Leave History | Manager can see all employees applied leaves, approved leaves, rejected leaves and cancel leaves in leave history page | Help › Mobile App › Sales CRM Mobile Application › 5.8.b Leave History |
| 50 | 5.8.c Pending Approvals | Manager can see all employees pending requests. | Help › Mobile App › Sales CRM Mobile Application › 5.8.c Pending Approvals |
LMS Instructor
LMS Instructor
Source: https://help.spryple.com/lms-instructor/
Roles named on this page: Employee (1), Instructor (4)
| # | Screen / option | What the documentation says first | Breadcrumb |
|---|---|---|---|
| 1 | Instructor Login | (heading only; no text under it) | Help › LMS Instructor › Instructor Login |
| 2 | Course Builder | In Course Builder all the courses will be displayed with Add Course button. | Help › LMS Instructor › Course Builder |
| 3 | Dashboard | In Instructor dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help › LMS Instructor › Dashboard |
| 4 | Reports | In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed. | Help › LMS Instructor › Reports |