Configuration catalogue
Fact-only note: every statement below comes from the Spryple Help Center crawl (43 pages), the breadcrumb tree, or screenshot facts tagged Observed ([SS] §21.x). Nothing is inferred or compared. Where the documentation is silent the cell says "Not documented." Where the documentation text is itself wrong or contradictory, it is quoted as written and marked "(documentation text as written)". Table columns are the same everywhere: Setting, Where (breadcrumb), What it controls, Values / options, Effect stated in docs, Constraints / validation, Not documented.
Reading key: "Admin" pages are Help › For Admin; "Managers" pages are Help › For Managers. Some configuration screens are documented only on the Managers page or the Super Admin page; the breadcrumb in each row names the page that documents it.
1. Employee Management
Page-level breadcrumb: Help › For Admin › Employee Management. The documented table of contents lists: Company Information, Department, Designation, Work Location, Company Logo, Shift, Overtime duration, Holidays, Checklist, Induction, Announcements, Messages Master, Users Login, Roles & Permissions, Onboarding Settings, HR Policies, Employee Password Reset, Department Designation Mapping. The documentation also has separate headings for Shift Timings and Grace Period.
1.1 Company details, masters and branding
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Company Information | Help › For Admin › Employee Management › Company Information | "All information about the company, the company name, location, and other company details can be defined here." Basic details of the company are entered after clicking "Edit". | Field list: Not documented. | "Save" saves the entered or updated information; "Cancel" does not save the edited data. | None stated. | Field list, field types, mandatory fields. |
| Department | Help › For Admin › Employee Management › Department | The user creates Departments and changes status Active and Inactive for created Departments. | New Department name (text field); status Active or Inactive. Add icon, then Submit adds the department to the table. Name can be updated with an edit icon and then a save icon. | Added departments are displayed in a table. | "Duplicate Department Names are not allowed." Note: "If user want to inactive one department, then user should transfer all the Employees in the existing department to another Department." | Name length or character rules; what happens if employees are not transferred. |
| Designation | Help › For Admin › Employee Management › Designation | The user creates Designations and makes status Active and Inactive for created Designations. | New Designation name (text field); status Active or Inactive. Add button, then Submit adds it to the table. Name can be updated with an edit icon and then a save icon. | Updated data is saved on save. | "Duplicate Designation Names are not allowed." Note: "If user want to inactive one designation, user should transfer all the Employees in the existing designation to another Designation." | Name length or character rules; what happens if employees are not transferred. |
| Work Location | Help › For Admin › Employee Management › Work Location | Users add Work Locations and make status Active and Inactive for the added work locations. | Fields: Address1, Address2, Branch Location, Country, State, City, Pin code, Prefix and seed. The user can select the current location or search a Location (Location icon). Status Active or Inactive. Multiple work locations can be added. | Added location is displayed in a table. Edit icon edits details; view icon shows details in disabled mode. When editing: "As the entered prefix already exists, seed value need not be entered." | Note: "If user Enter different prefix and seed for same work location (duplicate work location), it will not allow to create new work location." | Which fields are mandatory; whether Prefix or Seed can be changed after creation beyond the edit note. |
| Work Location: Prefix | Help › For Admin › Employee Management › Work Location | "Prefix is a character string which is same for all the employees of a location. Ex: 'GOGL'" | Character string. | "Provide SAME prefix and seed values if you need common employee-id generation across all branches." "Provide DIFFERENT prefixes and seed values if you need separate employee-id generation for each branch." | Not documented. | Length, allowed characters. |
| Work Location: Seed value | Help › For Admin › Employee Management › Work Location | "Seed value is the value that you want the employee-id generation to start from." | Not documented. | Same as Prefix (same or different values across branches decide common or separate employee-id generation). | Not documented. | Data type, minimum or maximum. |
| Work Location: Branch Location | Help › For Admin › Employee Management › Work Location | "Branch Location – short name, for ex. Kukatpally – like KP" | Short name. | Not documented. | Not documented. | Length. |
| Company Logo | Help › For Admin › Employee Management › Company Logo | The user can add and update the company logo. | Accepts jpg, png images. Buttons: Change icon (opens File Explorer, then Open, then Save), Cancel, Remove. | "Uploaded company logo appears before the company name in header." Cancel: the selected image will not upload. Remove deletes the saved image. | "File size should not exceed 1MB." Only jpg and png. | Image dimensions. |
1.2 Shift, shift timings, grace period, overtime duration
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Shift (master) | Help › For Admin › Employee Management › Shift | "Shift is used to assign shift to an Employee in company." The user can create different shifts with different time schedules and can inactive shifts that are not needed. | Shift Name (Ex: Regular Shift, Night Shift) and Shift Description; status active or inactive. | After submitting, the shift is listed in the shift table; view icon shows details in disabled mode. | Not documented. | Duplicate-name rule, maximum number of shifts. |
| Shift Timings | Help › For Admin › Employee Management › Shift Timings | Start Time and End Time associated with the shift. | Time picker on Start Time and End Time. | "Total Hours will Auto Populate after entering Start Time and End Time." | Not documented. | Handling of overnight shifts. |
| Grace Period (shift form) | Help › For Admin › Employee Management › Grace Period | In Time and Out Time, and the fields "Number of lates is more than" and "Deduct leave count". | Time picker on In Time and Out Time; data entered in "Number of lates is more than" and "Deduct leave count". | Not documented beyond field names. | Not documented. | Units, defaults, which leave type is deducted. |
| Overtime duration | Help › For Admin › Employee Management › Overtime duration | "User can add Allow minimum number of work hours per day as per company rules" (documentation text as written). | Not documented. | Not documented. | Not documented. | Value type, default. |
1.3 Holidays, checklist, induction, announcements, messages
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Holidays | Help › For Admin › Employee Management › 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." | Fields: Branch Location, Date, Holiday Type dropdown and Holiday Name. Public and Optional radio buttons list public and optional holidays. Edit icon, delete icon, save icon, cancel icon. Branch-wise search. | Holiday is displayed in the Holidays table after Submit. Edited data is saved on save icon; cancel does not save. | Note: "Duplicate Holidays for the same date and same branch are not allowed." | Holiday Type values other than Public and Optional. |
| Checklist | Help › For Admin › Employee Management › Checklist | "Checklist is used to lists different tasks, activities (Onboarding and Offboarding)." | Radio button Onboarding or Offboarding; Department; Checklist name; status Active or Inactive. Edit icon, save icon, cancel icon. | The documentation says the checklist "will display in Holidays table" after adding (documentation text as written). | Not documented. | Duplicate rule, ordering, owner or approver fields. |
| Induction | Help › For Admin › Employee Management › 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." The user creates a new Induction (HR Policies, Domain knowledge etc.). | Program type (text field); status Active or Inactive via radio buttons under the status column. Edit icon, save icon, cancel icon. | Program type is listed in the table after Submit. | "Duplicate Inductions are not allowed." | Other fields of the Induction master. |
| Announcements | Help › For Admin › Employee Management › Announcements | "Announcements are used to share important information with employees." | Topic (dropdown), Title, Publish from and Publish To dates (calendar), description. Buttons: submit or save as draft. Statuses: Published, Save as Draft, Completed, Cancelled. | Submit shows status Published; save as draft shows "Save as Draft". Published: edit, view and stop icons. Save as draft: edit and view icons. Completed: View and Republish icons. Cancelled: only view icon. | Not documented. | Topic list, audience, attachment support. |
| Messages Master (Employee Management) | Help › For Admin › Employee Management › Messages Master | "All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on." | Message text, editable with Edit and saved with save. | Messages are "displayed by default". | Not documented. | Character limit, placeholders. |
1.4 Users Login, Roles & Permissions, password reset, onboarding settings
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Users Login | Help › For Admin › Employee Management › Users Login | "Admin can Create a Username and Password for the employees." Edit icon shows Employee name and Official Email ID in fields. | User ID field (username). Password "displays default to 'Welcome1!' (Employee can update password in Employee's login)". Submit creates the User Credentials. | Credentials are created on Submit. | Not documented. | Username format rules. |
| Roles & Permissions | Help › For Admin › Employee Management › Roles & Permissions | The section text is identical to Users Login: "Admin can Create a Username and Password for the employees." (documentation text as written). Same screenshot files as Users Login are used ([SS] §21.12). | Not documented. No role or permission options are described. | Not documented. | Not documented. | Roles list, permission matrix, how roles are assigned. |
| Employee Password Reset | Help › For Admin › Employee Management › Employee Password Reset | Admin selects Location Name, Department Name, Employee Name, Reset Option (dropdown). | Reset Option: "Username", "Password", or "New Username and Password". Enter new username or new password; for the third option a new username is entered and a new password is displayed. | The user receives a Reset username, Reset password, or Reset username and password mail from HR Department. | Not documented. | Password rules applied to reset values. |
| Onboarding Settings: Send Automatic Reminders | Help › For Admin › Employee Management › Onboarding Settings | Toggle button Enable or Disable. | Enable or Disable. | "If enable, Reminder messages are sent to employees to complete Onboarding pending checklists." "If disable, No Reminder messages are sent to employees." | Not documented. | Reminder frequency, default state. |
| Onboarding Settings: Probation Period | Help › For Admin › Employee Management › Onboarding Settings | Toggle button Enable or Disable. | Enable or Disable; when enabled, a "Probation Period (In Months)" drop down is displayed and the user selects from it. | "If disable, Probation Period (In Months) drop down will be disappeared." | Not documented. | Month options in the drop down. |
1.5 HR Policies (all 48 rules)
Breadcrumb for every row: Help › For Admin › Employee Management › HR Policies. Documentation text: "Admin can configure the HR Policies in Employee Management module. Click on the HR Policies in the admin screens. Configuration rules for all EMS Types are displayed." "Click on the save button to save the changes."
Note placed after Rule 26: "If the user updates any HR Policies configuration, those changes do not affect existing employees. The newly made changes affect newly created/added employees."
Note for Rules 37 to 42 and 48: "If you select the check box and the selected policy will be updated." "If check box is not selected then click on update policy will not update and error message will display."
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Employee Management › HR Policies | Minimum length of user's password | Entered by user "as per organization rule" | "User can enter minimum length of password as per organization rule." | Not documented. | Default, allowed range |
| Rule 2 | Help › For Admin › Employee Management › HR Policies | Maximum length of user's password | Entered by user | "User can enter minimum length of password as per organization rule." (documentation text as written; the rule title says maximum) | Not documented. | Default, allowed range |
| Rule 3 | Help › For Admin › Employee Management › HR Policies | How many last passwords should not match with the current password | Not documented. | "User can change password which is not same as last 3 changed passwords" (documentation text as written) | Not documented. | Whether the number is editable, default, range |
| Rule 4 | Help › For Admin › Employee Management › HR Policies | Should the password start with a capital letter | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 5 | Help › For Admin › Employee Management › HR Policies | How many minimum capital letters should be there in the password | Number configured by user | "User can configure for the new password with minimum capital letters" | Not documented. | Default, range |
| Rule 6 | Help › For Admin › Employee Management › HR Policies | Is special characters allowed in the password? | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default, which characters count as special |
| Rule 7 | Help › For Admin › Employee Management › HR Policies | Minimum count of special characters allowed in the password | Entered by user | "User can enter minimum special characters in the password as configured" | Not documented. | Default, range |
| Rule 8 | Help › For Admin › Employee Management › HR Policies | How many minimum small letters should be there in the password? | Configured by user | "User can configure minimum small letters for the password" | Not documented. | Default, range |
| Rule 9 | Help › For Admin › Employee Management › HR Policies | How many minimum numbers should be there in the password | Configured by user | "User can configure minimum numbers in password." | Not documented. | Default, range |
| Rule 10 | Help › For Admin › Employee Management › HR Policies | Send Automatic Reminders for Onboarding (title spelled "Remainders" in the documentation) | Yes or No from drop downs | "User can select Yes or No from the drop downs." The Onboarding Settings screen has a toggle of the same name (see 1.4). | Not documented. | Default, relation to the toggle |
| Rule 11 | Help › For Admin › Employee Management › HR Policies | Probation Period | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 12 | Help › For Admin › Employee Management › HR Policies | Probation Period in Days | Configured by user | "User can configure probation period days" (the Onboarding Settings screen shows "Probation Period (In Months)") | Not documented. | Default, range |
| Rule 13 | Help › For Admin › Employee Management › HR Policies | Send Automatic Reminders for Offboarding (title spelled "Remainders") | Yes or No from drop downs | "User can select Yes or No from the drop downs." The Offboarding Settings screen has a toggle of the same name (see section 5). | Not documented. | Default |
| Rule 14 | Help › For Admin › Employee Management › HR Policies | Notice Period | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 15 | Help › For Admin › Employee Management › HR Policies | Notice Period in Days | Configured by user | "User can configure notice period days" | Not documented. | Default, range |
| Rule 16 | Help › For Admin › Employee Management › HR Policies | 1st default week off | Not documented. | "User can configure 1st default week off" | Not documented. | Options, default |
| Rule 17 | Help › For Admin › Employee Management › HR Policies | 2nd default week off | Not documented. | "User can configure 2nd default week off" | Not documented. | Options, default |
| Rule 18 | Help › For Admin › Employee Management › HR Policies | 3rd default week off | Not documented. | "User can configure 3rd default week off" | Not documented. | Options, default |
| Rule 19 | Help › For Admin › Employee Management › HR Policies | Do you want to assign shifts to unassigned employees automatically? | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 20 | Help › For Admin › Employee Management › HR Policies | Select a shift that will be assigned to a shift unassigned employee | Not documented. | "User can configure notice period days" (documentation text as written) | Not documented. | Actual value type |
| Rule 21 | Help › For Admin › Employee Management › HR Policies | Select a duration for which the shift will be assigned. | Not documented. | "User can configure the duration of week off for the shift to be assigned" (documentation text as written) | Not documented. | Duration options |
| Rule 22 | Help › For Admin › Employee Management › HR Policies | How many maximum late attendances are allowed per month before deducting leave? | Configured by user | "User can configure maximum late attendances allowed per month" | Not documented. | Default, range |
| Rule 23 | Help › For Admin › Employee Management › HR Policies | How many leaves are to be deducted in case of exceeding maximum permitted late attendances per month? | Configured by user | "User can configure number of leaves to be deducted in case of exceeding maximum permitted late attendance" | Not documented. | Default, range |
| Rule 24 | Help › For Admin › Employee Management › HR Policies | Which leave type is to be used for deducting leave in case of exceeding late attendances per month? | Drop down of leave types "which are activated in the leave policies" | "User can select Leave type which are activated in the leave policies from the drop downs" | Not documented. | Default |
| Rule 25 | Help › For Admin › Employee Management › HR Policies | Select a shift to which a new unassigned employee will be added to. | Drop down of "shifts which are added in the master's" | "User can select shifts which are added in the master's from the drop down" | Applies to newly added employees per the note after Rule 26. | Default |
| Rule 26 | Help › For Admin › Employee Management › HR Policies | Select a duration for which a new employee will be assigned the default shift | Drop down of durations | "User can select duration from the drop down for the employee to assign the default shift" | See the note after Rule 26 (changes affect only newly created or added employees). | Duration options |
| Rule 27 | Help › For Admin › Employee Management › HR Policies | How many minimum hours to work to treat it as half day attendance | Not documented as a field value. | "User should work for 4 hours in a shift then considered as worked for half day" | Not documented. | Whether the 4 hours is editable, range |
| Rule 28 | Help › For Admin › Employee Management › HR Policies | How many minimum hours to work to treat it as full day attendance | Not documented as a field value. | "User should work for 8 hours in a shift then considered as worked for full day" | Not documented. | Whether the 8 hours is editable, range |
| Rule 29 | Help › For Admin › Employee Management › HR Policies | Consider an employee permission as a paid permission or not | Not documented. | "If employee took permission in productive hours that will not deduct in salary" | Not documented. | Options, default |
| Rule 30 | Help › For Admin › Employee Management › HR Policies | Is flexible shift enabled for your company | Not documented. | "User will take decision; user need to work for particular shift or flexible shift" | Not documented. | Options, default |
| Rule 31 | Help › For Admin › Employee Management › HR Policies | How many hours duration is considered for Flexible shift | Total hours entered by user | "User will enter total hours employee need to work in a day" | Not documented. | Default, range |
| Rule 32 | Help › For Admin › Employee Management › HR Policies | Is an option needed in regularization screen to mark specific regularization record as week off? | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 33 | Help › For Admin › Employee Management › HR Policies | How many past days data has to be displayed for regularization | Past days entered by user | "User can enter past days." | Not documented. | Default, range |
| Rule 34 | Help › For Admin › Employee Management › HR Policies | Is employee details editable by employee | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Which details, default |
| Rule 35 | Help › For Admin › Employee Management › HR Policies | Is default punch out time to be populated if out punch is missed | Yes or No from drop downs | "If select Yes - missed punch report is display". Attendance reports repeat this: Missed Punch Report and Punch Summary Report display data only if this policy is Yes (Help › For Admin › Attendance Management › Missed Punch Report). | Not documented. | Which default time is populated |
| Rule 36 | Help › For Admin › Employee Management › HR Policies | Is mapping required between departments and designations? | Yes or No from drop downs | "If select Yes - user can map Department with Designation" (see 1.6) | Not documented. | Default |
| Rule 37 | Help › For Admin › Employee Management › HR Policies | How many backdated days allowed for termination (0 to 60 days) | Past days entered by user | "User can enter past days" | Range 0 to 60 days as stated in the rule title. Check-box note applies: if the check box is not selected, update policy does not update and an error message is displayed. | Default |
| Rule 38 | Help › For Admin › Employee Management › HR Policies | How much is duration for lunch (in minutes) | Minutes entered by user | "User can enter lunch time" | Check-box note applies (not selected: no update, error message). | Default, range |
| Rule 39 | Help › For Admin › Employee Management › HR Policies | How much is duration for Tea break (in minutes) | Minutes entered by user | "User can enter Tea break time" | Check-box note applies. | Default, range |
| Rule 40 | Help › For Admin › Employee Management › HR Policies | How much grace period for late attendance (in minutes) | Minutes entered by user | "User can enter grace period for after shift in grace time" | Check-box note applies. | Default, range |
| Rule 41 | Help › For Admin › Employee Management › HR Policies | How much is grace period for lunch (in minutes) | Minutes entered by user | "User can enter grace period for after lunch break shift in grace time" | Check-box note applies. | Default, range |
| Rule 42 | Help › For Admin › Employee Management › HR Policies | How much is grace period for tea break (in minutes) | Minutes entered by user | "User can enter grace period for after Tea break shift in grace time" | Check-box note applies. | Default, range |
| Rule 43 | Help › For Admin › Employee Management › HR Policies | Is payment for extra days worked, applicable in the company? | Yes or No from the dropdown | "If user select Yes from the dropdown, you will get amount based on condition." "If user select No from the dropdown, extra day amount not added" | Not documented. | Default, the "condition" |
| Rule 44 | Help › For Admin › Employee Management › HR Policies | If applicable, which day 1 is considered for payment for extra days worked? | Week off day 1 from the value field | "User can select week off day 1 from the value field." "If user select extra week off day as 'Sunday' based on condition amount will be added to pay slip and extra days will display in extra day report." | Note as written: "If check box is not selected then click on update policy will be updated." (the opposite wording to Rules 37 to 42) | Default, options |
| Rule 45 | Help › For Admin › Employee Management › HR Policies | If applicable, which day 2 is considered for payment for extra days worked? | Week off day 2 from the value field; or no week off | "User can select week off day 2 from the value field." "If user select extra week off day as 'Saturday' based on condition amount will be added to pay slip (OR) User can select no week off." | Note as written: "If check box is not selected then click on update policy will be updated." | Default, options |
| Rule 46 | Help › For Admin › Employee Management › HR Policies | Is salary deduction applicable for not working on weekoff day? | Yes or NO option from the dropdown | "If user select Yes from the dropdown, penalty amount deducted based on condition." "If user select No from the dropdown, penalty amount not deducted" | Not documented. | Default, the "condition" |
| Rule 47 | Help › For Admin › Employee Management › HR Policies | If applicable, which day 1 (if not worked) is considered for salary deduction as penalty? | Week off day 1 from the value field | "If user select penalty week off day as 'Sunday' based on condition amount will be deducted and display in penalty report and pay slip." "If user select no week off, penalty deduction is not applicable." | Not documented. | Default, options |
| Rule 48 | Help › For Admin › Employee Management › HR Policies | If applicable, which day 2 (if not worked) is considered for salary deduction as penalty? | Week off day 2 from the value field | "If user select penalty week off day as 'Saturday' based on condition amount will be deducted and display in penalty report and pay slip." "If user select no week off, penalty deduction is not applicable." | Note: "If check box is not selected then click on update policy will not update and error message will display." | Default, options |
Additional HR Policies rule referenced outside the 48-rule list: the Employee timesheet page refers to a rule worded "Do you want to limit the timesheet entry hours to attendance hours of that day?" (Help › For Employee › Time Sheet Management › 2.1 New Entry). It is not one of the 48 rules listed on the HR Policies page.
1.6 Department Designation Mapping
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Department Designation Mapping | Help › For Admin › Employee Management › Department Designation Mapping | Mapping of a Department to a Designation. | Select Department; select Designation; click Submit. "User can search department with designation". | Related policy: HR Policies Rule 36 "Is mapping required between departments & designations?" (Yes: "user can map Department with Designation"). | Not documented. | Whether mapping is one-to-many, whether it can be removed. |
2. Attendance
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Mapping ID's | Help › For Admin › Attendance Management › Mapping ID's | Mapping of the Bio-metric id with the Employee ID. | Enter Bio metric id and select the Employee name; click Submit. | "Admin need to map the employee Id & Bio-metric id to get the employee attendance punched into application. For that admin should map both Id's." After mapping, "employee Bio-metric punches will record, and employee can see in his employee Dashboard." | Both ids must be mapped. | Duplicate id rule, bulk mapping. |
| Attendance Messages Master | Help › For Admin › Attendance Management › Attendance Messages Master | "All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on." | Message text, editable with Edit, saved with save. | "Will be displayed by default." "User can edit error messages." | Not documented. | Character limit. |
| Shift configuration | Help › For Admin › Attendance Management › Shift configuration | "Manager can assign the shifts and week offs for assigned employee's (Shift days & Week offs)." | Select Shift, Shift duration (From date and To date), select week offs, select Employees; click Submit. | Submit assigns the shift. | Not documented. | Overlap rules. |
| Week off configuration | Help › For Admin › Attendance Management › Week off configuration | Week off days assigned to employees. | A weekly off check box for each day; a check box in the table to assign week offs to an employee; Submit. View icon shows a particular employee's week off details. | Not documented beyond assignment. | Not documented. | Defaults, relation to HR Policies Rules 16 to 18. |
| Extra Days Slab configuration | Help › For Admin › Attendance Management › Extra Days Slab configuration | Slabs of extra days per designation. | Add New; select Designation from the dropdown; enter "Minimum days worked", "Maximum days worked" and "Eligible Extra days"; add; delete icon removes an added slab; Submit shows data in the table; edit icon and update button edit a slab. | Added slab configuration is displayed after add. | Not documented. | Overlap rules, units. |
| Applicable Designations for Penalty | Help › For Admin › Attendance Management › Applicable Designations for Penalty | Which designations the penalty applies to. | "Admin added all designations will display in table." Active or Inactive designations are displayed; "User can activate/Deactivate the designations." | Not documented beyond display and activation. | Not documented. | Effect of deactivating. |
| Shift rotation Sequences | Help › For Managers › Attendance Management › Shift rotation Sequences | A named sequence of shifts. | Add button; location name displays by default where the manager is located; enter Rotation name; select shifts from "Please select shift" dropdown; delete icon removes a shift; Submit. | "Selected shifts will display in shifts order." "Selected rotation name with shift order will display in table." | Note: "In 'Please select shift' dropdown only admin created shifts will display." | Maximum number of shifts in a sequence. |
| Assign Rotation Shift | Help › For Managers › Attendance Management › Assign Rotation Shift | Assignment of a rotation sequence to employees. | Add button; select location, then rotation shift; check box; Submit. | Note: "Rotation shift not assigned employees will display in table." | Not documented. | Effective date options. |
| Reassign Rotation Shift | Help › For Managers › Attendance Management › Reassign Rotation Shift | Re-assignment of a rotation sequence. | Select location, rotation shift, start shift, applicable date in calendar; check box; Submit. | Not documented. | Not documented. | Not documented. |
3. Leave
Breadcrumb root for this section: Help › For Admin › Leave Management.
Documented procedure: "Click on Leave module after logging in with Admin credentials. Click on the Leave policies page. Leave policies page is displayed with Common rules for all leave types with activated leave policies." "Click on Edit to configure the common rules." "Click on the Save Button to save the changes."
Note under Casual leave Configuration: "If the user updates any leave configuration, the change does not affect existing employees. That change affects newly created/added employees."
3.1 Common rules (6)
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Common rule 1 | Help › For Admin › Leave Management › Common rules configuration | "Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday (Week-offs)" | Yes or No | Yes: "Considers as Sandwich leave". No: "Sandwich Leave will not be applicable and only 2 days will be deducted". | Not documented. | Default |
| Common rule 2 | Help › For Admin › Leave Management › Common rules configuration | "Should the company consider company holiday as part of leave, if leave is applied on prior and later days" | Yes or No | Yes: "Considers as Sandwich leave". No: "Sandwich Leave will not be applicable and only 2 days will be deducted". | Not documented. | Default |
| Common rule 3 | Help › For Admin › Leave Management › Common rules configuration | "How many past days is allowed for applying past dated leaves" | "User can update as per organization rules." | Not documented. | Not documented. | Default, range |
| Common rule 4 | Help › For Admin › Leave Management › Common rules configuration | "Do you need sending of mails when submitted/approved/rejected?" | "User can select YES or NO." | Not documented. | Not documented. | Default, recipients |
| Common rule 5 | Help › For Admin › Leave Management › Common rules configuration | "Please select the leave cycle of the company" | "April – March or January – December as per Organization rule." | Not documented. | Not documented. | Default, whether it can change later |
| Common rule 6 | Help › For Admin › Leave Management › Common rules configuration | "This value shows the maximum optional holidays an employee can avail in a financial year" | "User can give available leaves for financial year" | Not documented. | Not documented. | Default |
3.2 Leave types: activation and deactivation
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Leave types available | Help › For Admin › Leave Management › Leave Policies | "There are 10 different leave types and users can configure all the leaves." | Casual Leave, Sick Leave, Comp-off Leave, Loss of pay Leave, Maternity Leave, Paternity Leave, Wedding Leave, Bereavement Leave, Earned Leave, Advanced Leave | Not documented. | Not documented. | Creating custom leave types |
| Activate default leaves | Help › For Admin › Leave Management › How to activate default leaves? | Activation of a leave policy. | Add new button; all the deactivated leave policies are displayed; select any one; Submit. | "All the activated leave policies are displayed in leave policies page." Note: "In this way, User can activate all the leave policies, based on organization rules." | Not documented. | Default active set |
| Deactivate default leaves | Help › For Admin › Leave Management › How to deactivate Default leaves | Deactivation of a leave type. | Edit button on the policy (example: Loss of Pay Leave); Deactivate button. | "Loss of Pay leave will not display in the leave policies table." "The same is followed for other leave types to deactivate." | Not documented. | Effect on existing balances |
| Leaves Messages Master | Help › For Admin › Leave Management › Leaves Messages Master | "All Error and Success messages are displayed in the message master with screen names (Will be displayed by default)" | Message text, edited with Edit, saved with save. | "User can edit error messages." | Not documented. | Character limit |
3.3 Casual Leave (10 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Casual leave Configuration. Edit button opens the rules; Submit saves. Not documented for every row unless stated: default, range.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Casual leave Configuration | Maximum count of leaves per year | Number | "User can enter number of leaves per year as per organization rule." | Not documented. | Default, range |
| Rule 2 | Help › For Admin › Leave Management › Casual leave Configuration | Does the company credit leave monthly/quarterly/half-yearly/yearly? (In months)? | Monthly, Quarterly, half-yearly, Yearly | "Based on Selection leave count will be credit to employee." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Casual leave Configuration | Will the company consider both weekends as part of the leave, if leave is applied on Friday & Monday? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Casual leave Configuration | How many maximum number of leaves that can be taken at an instance? | Number | "User can configure Maximum leave count to one time Leave request." | Not documented. | Default, range |
| Rule 5 | Help › For Admin › Leave Management › Casual leave Configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Not documented. | Default |
| Rule 6 | Help › For Admin › Leave Management › Casual leave Configuration | How many days in advance, employee has to apply this leave in case of planned leaves? | Number of days | "User can configure the number of advance days to apply leave." | Not documented. | Default |
| Rule 7 | Help › For Admin › Leave Management › Casual leave Configuration | Should the company consider company holiday as part of leave, if leave is applied on prior and later days? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 8 | Help › For Admin › Leave Management › Casual leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | "Unique" per leave type (in the rule title). | Palette, default |
| Rule 9 | Help › For Admin › Leave Management › Casual leave Configuration | Max no. of days by when unused leaves will be lapsed/converted to perks | "User can enter total month days" | "Based on organization rule." | Not documented. | Default |
| Rule 10 | Help › For Admin › Leave Management › Casual leave Configuration | Is lapsed leaves convertible to perks? | Yes or No | "Based on organization rule." | Not documented. | Definition of "perks", default |
3.4 Sick Leave (6 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Sick leave Configuration. Documentation adds: "Based on the configured rules, Employee can apply the sick leave along with documents upload".
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Sick leave Configuration | Maximum count of leaves per year | Number | "User can enter number of leaves per year." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Sick leave Configuration | Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)? | Monthly, Quarterly, half-yearly, Yearly | "Based on Selection leave count will be credit to employee." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Sick leave Configuration | Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Sick leave Configuration | Should the company consider company holiday as part of leave, if leave is applied on prior and later days? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Sick leave Configuration | Minimum leave days for employees that require supporting document upload | Number | "User can configure the minimum leaves to upload the document to apply sick leave." | Not documented. | Allowed file types and size |
| Rule 6 | Help › For Admin › Leave Management › Sick leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.5 Comp-off Leave (9 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Comp-off leave Configuration.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Comp-off leave Configuration | How many maximum number of leaves that can be taken at an instance? | Number | "User can configure Maximum leave count to one time Leave request." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Comp-off leave Configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Comp-off leave Configuration | Whether working on week off days is considered for comp-off | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Comp-off leave Configuration | Whether working on Company Holidays is considered for comp-off? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Comp-off leave Configuration | Is lapsed leaves convertible to perks? | Yes or No | "Based on organization rule." | Not documented. | Definition of "perks" |
| Rule 6 | Help › For Admin › Leave Management › Comp-off leave Configuration | Minimum number of hours employee should work so as to get eligibility for comp-off | Number of hours | "User can configure the number of hours as per organization rule." | Not documented. | Default |
| Rule 7 | Help › For Admin › Leave Management › Comp-off leave Configuration | Maximum number of backdated days permitted for an employee to submit comp off eligible work | Number of days | "User can configure the number of days, to raise a request about comp-off day work." | Not documented. | Default |
| Rule 8 | Help › For Admin › Leave Management › Comp-off leave Configuration | Maximum number of days after which earned comp off leaves will be lapsed or converted to perks. | Number of days | "User can configure the number of days as per organization rule." | Not documented. | Default |
| Rule 9 | Help › For Admin › Leave Management › Comp-off leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.6 Loss of Pay Leave (3 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Loss of pay Leave Configuration.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Loss of pay Leave Configuration | Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Loss of pay Leave Configuration | Should the company consider company holiday as part of leave, if leave is applied on prior and later days? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Loss of pay Leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.7 Maternity Leave (6 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › 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."
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Maternity Leave Configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Applies to married females per the note. | Default |
| Rule 2 | Help › For Admin › Leave Management › Maternity Leave Configuration | Min. leave days for employees that require supporting document upload | Number | "User can configure the minimum leaves to upload the document to apply maternity leave." | Not documented. | Allowed file types |
| Rule 3 | Help › For Admin › Leave Management › Maternity Leave Configuration | How much minimum (years) gap should be there between each term | Number of years | "User can configure the number of years as per organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Maternity Leave Configuration | Maximum no. of times to avail this type of leave | Number of times | "User can configure the number of times (for employee to take maternity leave) as per organization rule." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Maternity Leave Configuration | Maximum count of leaves per term | Number of days | "User can configure the number of days per term as per organization rule." | Not documented. | Default |
| Rule 6 | Help › For Admin › Leave Management › Maternity Leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.8 Paternity Leave (5 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › 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."
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Paternity Leave Configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Applies to married male employees per the note. | Default |
| Rule 2 | Help › For Admin › Leave Management › Paternity Leave Configuration | How much minimum (years) gap should be there between each term | Number of years | "User can configure the number of years as per organization rule." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Paternity Leave Configuration | Maximum no. of times to avail this type of leave | Number of times | "User can configure the number of times (for employee to take paternity leave) as per organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Paternity Leave Configuration | Maximum count of leaves per term | Number of days | "User can configure the number of days per term as per organization rule." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Paternity Leave Configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.9 Wedding Leave (5 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Wedding Leave configuration. Note: "Basically, this leave type will affect to employee based on Marital status of the employee."
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Wedding Leave configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Wedding Leave configuration | How many days in advance, employee has to apply this leave in case of planned leaves? | Number of days | "User can configure the number of advance days to apply leave." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Wedding Leave configuration | Maximum no. of times to avail this type of leave | Number of times | "User can configure the number of times (for employee to take wedding leave) as per organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Wedding Leave configuration | Maximum count of leaves per term | Number of days | "User can configure the number of days per term as per organization rule." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Wedding Leave configuration | Select unique color for each leave type (the documentation prints "Rule5: Rule5:", documentation text as written) | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.10 Bereavement Leave (3 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Bereavement Leave configuration.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Bereavement Leave configuration | Maximum no. of times to avail this type of leave | Number of times | "User can configure the number of times (for employee to take bereavement leave) as per organization rule." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Bereavement Leave configuration | Maximum count of leaves per term | Number of days | "User can configure the number of days per term as per organization rule." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Bereavement Leave configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.11 Earned Leave (10 rules)
Breadcrumb for each row: Help › For Admin › Leave Management › Earned Leave configuration.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Leave Management › Earned Leave configuration | Maximum count of leaves per year | Number | "User can enter number of leaves per year as per organization rule." | Not documented. | Default |
| Rule 2 | Help › For Admin › Leave Management › Earned Leave configuration | Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)? | Monthly, Quarterly, half-yearly, Yearly | "Based on Selection leave count will be credit to employee." | Not documented. | Default |
| Rule 3 | Help › For Admin › Leave Management › Earned Leave configuration | Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 4 | Help › For Admin › Leave Management › Earned Leave configuration | How many maximum number of leaves that can be taken at an instance? | Number | "User can configure Maximum leave count to one time Leave request." | Not documented. | Default |
| Rule 5 | Help › For Admin › Leave Management › Earned Leave configuration | Minimum service (In months) for Employees to get these leaves (For the first-time joiner) | Number of months | "User can configure the number of months as per organization rule." | Not documented. | Default |
| Rule 6 | Help › For Admin › Leave Management › Earned Leave configuration | How many days in advance, employee has to apply this leave in case of planned leaves? | Number of days | "User can configure the number of advance days to apply leave." | Not documented. | Default |
| Rule 7 | Help › For Admin › Leave Management › Earned Leave configuration | Should the company consider company holiday as part of leave, if leave is applied on prior and later days? | Yes or No | "Based on organization rule." | Not documented. | Default |
| Rule 8 | Help › For Admin › Leave Management › Earned Leave configuration | If leaves are not utilized, how many maximum leaves will be carried forward | Number | "User can configure the number of Carried forward leave count as per organization rule." | Not documented. | Default |
| Rule 9 | Help › For Admin › Leave Management › Earned Leave configuration | Max no. of times this type of leaves can be availed per year | Number of times | "User can configure the number of times to apply in the year." | Not documented. | Default |
| Rule 10 | Help › For Admin › Leave Management › Earned Leave configuration | Select unique color for each leave type | Color | "User can select color to differentiate the leave types in employee dashboard and Manager dashboard." | Not documented. | Palette |
3.12 Advanced Leave
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Advanced leave: which leave type is taken as advanced leave | Help › For Admin › Leave Management › Advanced leave configuration | "Which leave type should be taken as advanced leave." Edit button, then Submit. | One of Casual leave, Sick leave and Earned Leave (the user can select any one of these three). | "If user Select Casual leave as advanced leave (Which leave type should be taken as advanced leave), That leave type balance will be detected from leave balance" (documentation text as written). | Note: "If user configure the casual leave, Sick leave & Earned Leaves credit the monthly, In that case only User can user advanced leave." (documentation text as written). Rules list for Advanced leave: Not documented. | Numeric rules for Advanced leave, color. |
4. Payroll
Where documented: Help › For Admin › Payroll Management unless the row states Help › For Managers › Payroll Management. Both pages describe the Finance Admin or Finance Manager login.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| EPF | Help › For Admin › Payroll Management › EPF | EPF configuration page "displayed with by default configuration". | Edit button; "Employee contribution and Employer's contribution & Admin charges, EDIL contribution" can be changed; save button. | "Admin can change all the configuration rules, based on organization rules." | Not documented. | Default percentages, caps |
| ESI: Include Employer's contribution in the CTC | Help › For Admin › Payroll Management › ESI | Check box "Include Employer's contribution in the CTC". | Check or uncheck. | "Based on this selection, Employee's will get the ESI amount" (documentation text as written). | Not documented. | Default state, wage ceiling |
| ESI Number (state-wise) | Help › For Admin › Payroll Management › ESI | "User can Add & Edit ESI Number State wise ESI number in this screen." | ESI number per state. | Not documented. | Not documented. | Format |
| Pay Schedule: same payroll window and leave window | Help › For Admin › Payroll Management › Pay Schedule | Whether the payroll window and leave window are the same. | YES or No (edit button to change; "Earlier configuration displayed by default"). | YES: "Both Payroll window and Leave window are same"; example: salary paid 1st to last day of the month. No: "Both Pay roll window and Leave window are different". | Not documented. | Default |
| Pay Schedule: leave window dates | Help › For Admin › Payroll Management › Pay Schedule | The leave window dates when payroll and leave windows differ. | "Admin can select the leave window dates." Example: salary paid 25th to next month 24th; select "Previous month 25 and present month 24". | "Based on this selection, the application calculates the salary". | Applies when No is selected. | Allowed day range |
| Pay Schedule: monthly salary basis | Help › For Admin › Payroll Management › Pay Schedule | Basis for monthly salary calculation. | "Actual days in a month" or "Organization working days". Save button. | "Based on these configurations, Employees salary will generate." The Managers page version of this text says "Actual days in a month" for both options (documentation text as written, Help › For Managers › Payroll Management › Pay Schedule). | Not documented. | Default |
| Pay group | Help › For Admin › Payroll Management › Pay group | "Every employee has some range of salary with earnings and deductions", configurable as a pay group. | Add button; Pay group name, Start range, End range; select Earnings and Deductions; save. | New pay group appears in the pay group table with status "configuration in progress". | Not documented. | Range-overlap rule, duplicate names |
| Pay group configuration | Help › For Admin › Payroll Management › Pay group configuration | Percentage or flat amount for each selected earning or deduction component. | Configuration button; configure button for each component; percentage or flat amount; submit. "Component name" can be changed. | CTC percentage and Basic salary percentage change automatically with inputs. Component name change "will reflect in Pay slip". Status changes from "Configuration in Progress" to "ACTIVE". "Active pay groups only display in assign group section." | Notes: "Few components are not allowed to flat amount, so user should give percentage only to that type of components. Flat amount option will be in disabled mode." "Few components are not eligible to calculate EPF. EPF option will be in disabled mode." (second note on the Admin page only) | Which components are restricted |
| Bank Master | Help › For Admin › Payroll Management › Bank Master | Bank details of the finance admin. | Add button; Bank Name, IFSC Code, Account Number, Address1, Address2; select Country, State, City, Status, Is EPF, Is ESI, Is Professional Tax; Submit; Edit button and Update button. | Submitted data is displayed in the table. | Not documented. | Mandatory fields, validation of IFSC |
| Variable DA | Help › For Admin › Payroll Management › Variable DA | Definition: "Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation)." Variable DA changes based on inflation or the Consumer Price Index (CPI). | Not documented here. | "If inflation goes up, Variable DA increases"; reviewed periodically (like every 6 months). | Not documented. | How applicability is set per employee |
| Variable DA Configuration | Help › For Admin › Payroll Management › Variable DA Configuration | A Variable DA notification entry. | Add icon; fields: Notification name, Published Name, CPI points, CPI points at notified date, Date, VDA rate per point, Effective date, attachments (if any); save; view icon; edit then update; cancel. | Update saves changes. Cancel: changes not saved and navigated to table. | Not documented. | Formula, attachment limits |
| Other Deductions | Help › For Managers › Payroll Management › Other Deductions | Named deductions. | Add button; "deduction name and deduction amount"; Submit; edit icon; the deduction amount can be edited; save. | Submitted data is displayed in a table with edit icon. | Not documented. | Duplicate rule, frequency |
| Manage Other Deductions (pay group deduction mapping) | Help › For Managers › Payroll Management › Manage Other Deductions | Mapping of a deduction to a pay group. | Add button; select Pay group dropdown and Deduction dropdown; "Add this Deduction" button; Cancel icon removes the record. | Respective data displays in table. | Not documented. | Duplicate mapping rule |
| Variable Pay Schedule | Help › For Managers › Payroll Management › Variable Pay Schedule | Distribution type of variable pay. | "Monthly share or Lump sum" | Not documented. | Not documented. | Default |
| Payroll Messages Master | Help › For Managers › Payroll Management › 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." | Message text edited with Edit, saved with save. | "Will be displayed by default." "Users can edit error messages as they wish." | Not documented. | Character limit |
4.1 Payroll Policies (14 rules)
Breadcrumb for every row: Help › For Admin › Payroll Management › Payroll Policies. Documented path: "Click on the payroll Policies in the Finance admin screen".
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Rule 1 | Help › For Admin › Payroll Management › Payroll Policies | Number of installments, the salary in advance is to be recovered. | Number entered by user | "User can enter minimum no of months that employee can recover" | Not documented. | Default, range |
| Rule 2 | Help › For Admin › Payroll Management › Payroll Policies | After how many months of last recovery, advance salary option is resumed? | Number entered by user | "User can enter minimum no of months that employee can recover" (same text as Rule 1, documentation text as written) | Not documented. | Default, range |
| Rule 3 | Help › For Admin › Payroll Management › Payroll Policies | Should over time amount to be included in salary | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 4 | Help › For Admin › Payroll Management › Payroll Policies | Is the company covered (registered) under Payment of Gratuity Act, 1972 | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 5 | Help › For Admin › Payroll Management › Payroll Policies | If enabled, is the company want to pay Gratuity as part of the monthly component | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 6 | Help › For Admin › Payroll Management › Payroll Policies | Is variable DA applicable for this company | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 7 | Help › For Admin › Payroll Management › Payroll Policies | Is absent considered as LOP | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 8 | Help › For Admin › Payroll Management › Payroll Policies | Is dynamic payroll processing applicable | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Definition of dynamic payroll processing |
| Rule 9 | Help › For Admin › Payroll Management › Payroll Policies | Number of leaves threshold for dynamic payroll processing | Number entered by user | "User can enter minimum No.of leaves should be accept for same leave window" (documentation text as written) | Not documented. | Default |
| Rule 10 | Help › For Admin › Payroll Management › Payroll Policies | Do you want ESI and EPF contribution to be made independent of the Loss of Pay deduction? | Yes or No from drop downs | "User can select Yes or No from the drop downs" | Not documented. | Default |
| Rule 11 | Help › For Admin › Payroll Management › Payroll Policies | Minimum number of hours to be worked for over time consideration | Number of worked hours | "User can enter minimum No.of worked hours." | Not documented. | Default |
| Rule 12 | Help › For Admin › Payroll Management › Payroll Policies | Frequency of variable pay (e.g. monthly/quarterly/half-yearly/yearly) | Monthly, Quarterly, Half-yearly and yearly | "User can select Monthly, Quarterly, Half-yearly and yearly." | Not documented. | Default |
| Rule 13 | Help › For Admin › Payroll Management › Payroll Policies | After how many lop days proportionate week off deduction should be applicable? | LOP proportionate days | "User can enter lop proportionate days" | Not documented. | Default |
| Rule 14 | Help › For Admin › Payroll Management › Payroll Policies | Is payment given for extra working days? | Yes or No from drop downs | "User can select Yes or No from the drop downs". Note: "If an employee works on a weekly off or a holiday, the payment for those days will be considered as extra and reflected in the pay slip." | Not documented. | Default |
5. Exit
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Offboarding Settings: Send Automatic Reminders | Help › For Admin › Exit Management › Offboarding Settings | Toggle button Enable or Disable. | Enable or Disable | "If enable, Reminder messages are sent to employees about timely completion of employee clearance form". "If disable, No Reminder messages are sent to employees". | Not documented. | Default, frequency |
| Offboarding Settings: Notice Period | Help › For Admin › Exit Management › Offboarding Settings | Toggle button Enable or Disable. | Enable or Disable; when enabled a "Notice Period (In Days)" drop down is displayed and the user selects a value. | "If disable, Notice Period (In Days) drop down will be disappeared." | Not documented. | Drop down values |
| Termination Category | Help › For Admin › Exit Management › Termination Category | Categories of termination. The page lists example performance-related reasons: Low-quality of work; Arriving late to work; Misusing company time or resources; Insubordination; Harassment or inappropriate behavior. | Add button; category name in the field; Submit; edit icon; status Active or Inactive via radio buttons under the status column. | All added categories appear in the table. | "Duplicate Categories are not allowed." | Whether examples are preloaded |
| Reason for Separation | Help › For Admin › Exit Management › Reason for Separation | Reasons for separation. The page lists examples: Better Prospect; Unsatisfactory pay scale; Health Issue; Office at distinct location. | Add button; reason in the field; Submit; edit icon; status Active or Inactive via radio buttons under the status column. | All added reasons appear in the table. | "Duplicate Reasons are not allowed." | Whether examples are preloaded |
6. CRM
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Demo Status | Help › For Admin › CRM Field force management › 1.1 Demo Status | The user creates Demo Status and changes status Active and Inactive. | Name in field; Add icon, Submit; edit icon then save icon. | Added Demo Status are displayed in a table. | "Duplicate Demo Status are not allowed". Note: "If user want to inactive one Demo Status, then user should transfer all the Employees in the existing Demo Status to another Demo Status" (documentation text as written). | Default values |
| Status Master | Help › For Admin › CRM Field force management › 1.2 Status Master | The user creates Status Master and changes status Active and Inactive. | Name in field; Add icon, Submit; edit icon then save icon. | Added entries are displayed in a table. | "Duplicate Status Master are not allowed". Note: "If user want to inactive one Status Master, then user should transfer all the Employees in the existing Status Master to another Status Master" (documentation text as written). | Default values |
| Client Associate Type: Associate Type | Help › For Admin › CRM Field force management › 1.3.a Associate Type | Associate Types, created by selecting the Associate Type radio button. | Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive. | Added entries are displayed in a table. | "Duplicate Associate Types are not allowed". Note: "If user want to inactive one Associate Types, then user should transfer all the Employees in the existing Associate Types to another Associate Types" (documentation text as written). | Default values |
| Client Associate Type: Qualifications | Help › For Admin › CRM Field force management › 1.3.b Qualifications | Qualifications, created by selecting the Qualifications radio button. | Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive. | Added entries are displayed in a table. | "Duplicate Qualifications are not allowed". Note: "If user want to inactive one Qualification, then user should transfer all the Employees in the existing Qualification to another Qualification" (documentation text as written). | Default values |
| Client Associate Type: Specializations | Help › For Admin › CRM Field force management › 1.3.c Specializations | Specializations, created by selecting the Specializations radio button. | Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive. | Added entries are displayed in a table. | "Duplicate Specializations are not allowed". Note: "If user want to inactive one Specializations, then user should transfer all the Employees in the existing Specialization to another Specialization" (documentation text as written). | Default values |
| Leave Policies in CRM | Help › For Admin › CRM Field force management › 1.4 Leave Policies | Leave policies seen from the CRM admin screens. | "Super Admin can see common rules for all leave types"; "can edit common rules by clicking on Edit button"; "able to see default leave types and if admin wants to edit the leave type can edit by clicking on Edit button"; Submit saves. | "Click on Submit button, edited data will save". The CRM admin page embeds the leave-policy screens ([SS] §21.12). | Not documented. | Whether CRM leave policies are separate from the Leave module policies |
| "Add client" button on web | Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard | Whether the employee can add client and activity details from the web. | "Enable" the "Add client" button. | "Employee able to Punch In/Out, Add Client, Add Activity through mobile, If client wants to add client details and activity details from web, we can enable 'Add client' button, it is configurable." | Not documented. | Who enables it and where the setting is located |
| Add Client form (web, when enabled) | Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client | Fields of the client form. | Organization, Contact Person, Contact Number, Address1, Country, State, City, Description; Submit; Reset clears the fields. | Not documented. | Not documented. | Mandatory fields |
| Image-only activities | Help › Mobile App › Sales CRM Mobile Application › 4.2.2 Activities | Adding an activity with only an image. | Not documented. | "If client want to add activity with only image, Activates option is display in Dashboard in place of Today's Follow-ups" (documentation text as written). | Not documented. | Whether this is a configurable setting, where it is set |
7. Claims
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Reimbursement types | [SS] §21.6; the Help Center names "Reimbursement Type" as a field on the claim form (Help › Mobile App › Claims Management) and as a dashboard grouping (Help › For Admin › Claims Management). | The type chosen on a claim. | Observed: "Food Charges" (others unknown). | Dashboard "Reimbursement Type by Paid Amount": "Displays the graphical representation of Paid Amount for Reimbursement Types." | Observed ([SS] §21.6): the bill image is required with a 2 MB limit. | The admin screen for creating reimbursement types, the full list. |
8. Timesheet
Breadcrumb root: Help › For Admin › Time Sheet Management. Each master: the user creates it and changes the status to Active and Inactive; Add icon; success popup is displayed after Submit and a new row is added to the table.
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Client | Help › For Admin › Time Sheet Management › 1.1 Client | Timesheet clients. | Fields: Client, Contact Name, Designation, Contact Number, Email, Start Date, Address, Country, State, City, Pin code. Status Active or Inactive. | Added clients are displayed in a table. | "Duplicate Clients are not allowed." The documentation text for update says "update the Demo Status name" (documentation text as written). | Mandatory fields |
| Project | Help › For Admin › Time Sheet Management › 1.2 Project | Timesheet projects. | "filling all fields" (field list not given); status Active or Inactive. | Added projects are displayed in a table. Update by edit icon then Submit. | "Duplicate Projects are not allowed." The documentation text for update says "update the Client" (documentation text as written). | Field list |
| Assign Team | Help › For Admin › Time Sheet Management › 1.3 Assign Team | Team assignment to projects. | "filling all fields" (field list not given); status Active or Inactive. | Added Assign Teams are displayed in a table. | Duplicate rule: Not documented. The documentation text for update says "update the client" (documentation text as written). | Field list, duplicate rule |
| Task | Help › For Admin › Time Sheet Management › 1.4 Task | Timesheet tasks. | "filling all fields" (field list not given); status Active or Inactive. | Added Tasks are displayed in a table. Update by edit icon then Update. | "Duplicate Task are not allowed." | Field list |
| Project Roles | Help › For Admin › Time Sheet Management › 1.5 Project Roles | Project roles. | Create Project Role; update with edit icon then Update. | Added Project Roles are displayed in a table. | "Duplicate Project Role are not allowed." | Field list, status toggle |
| HR policy referenced on the timesheet page | Help › For Employee › Time Sheet Management › 2.1 New Entry | Timesheet submission depends on attendance. | Rule worded "Do you want to limit the timesheet entry hours to attendance hours of that day?" set to "Yes". | "then user should have attendance for that day to submit Timesheet." | Not documented. | Where the rule appears among the HR Policies, its default |
9. LMS
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Configurations | Help › For Admin › Learning Management System (LMS) › Configurations | "In Configurations screen, admin will edit the attribute values." | "On click Edit Admin able to edit the changes." | Not documented. | Not documented. | Which attributes, their values and effects |
10. Mobile
| Setting | Where (breadcrumb) | What it controls (exact) | Values / options (exact) | Effect stated in docs | Constraints / validation | Not documented |
|---|---|---|---|---|---|---|
| Configure Location | Help › Mobile App › Spryple HR › Configure Location | "In this feature the manager can configure the location." | Not documented in the Help Center text. | "Employee can check in and check out based on configured geo location." Receptionist login: added Employees can check in and out "in configured geo location". | Not documented. | Fields, options. |
| Configure Location: Geo fencing Radius | [SS] §21.3 | A per-branch "Branch Location" screen with "Geo fencing Radius". | Observed: 200 m in the example; "the options are not shown". | Not documented. | Not documented. | Options, default, range |
| Capture Employee Image | Help › Mobile App › Spryple HR › Capture Employee Image | "The manager can configure their employees' facial recognition profiles." | Status "Verified" if facial recognition is uploaded, else "Not Verified". View icon shows the captured image; Recapture updates it; the existing image can be deleted and captured again. | Observed ([SS] §21.3): a manager or receptionist enrols the face; the kiosk "Face Detections" screen offers All or Select employees, a camera preview, Capture and a camera flip. | Not documented. | Image size, number of images per employee |
11. Documented contradictions and wording errors (quoted as written)
- HR Policies Rule 2 title says maximum; its text says "minimum length of password".
- HR Policies Rule 20 selects a shift; its text says "User can configure notice period days".
- HR Policies Rule 21 selects a shift duration; its text says "duration of week off for the shift to be assigned".
- HR Policies Rule 12 is "Probation Period in Days"; Onboarding Settings shows "Probation Period (In Months)".
- HR Policies Rules 44 and 45 say "If check box is not selected then click on update policy will be updated"; Rules 37 to 42 and 48 say the update does not happen and an error message displays.
- Roles & Permissions repeats the Users Login text and screenshots.
- Checklist text says the checklist "will display in Holidays table".
- Pay Schedule (Managers page) gives "Actual days in a month" for both salary basis options.
- Payroll Policies Rules 1 and 2 carry the same effect text.
- Timesheet Client, Project and Assign Team update lines name "Demo Status" or "Client" (copy of other screens).