This chapter is fact-only. Each statement comes from the Spryple Help Center crawl, the Help Center breadcrumb tree, or screenshot facts tagged Observed in the research notes. Sources are shown as breadcrumbs in backticks, or as [SS] §21.x for screenshot facts. Where the documentation is silent on whether a field is mandatory, its type or its allowed values, the cell says Not documented. A field is marked required only where a screenshot shows a star or the text says it is required. No data types or lengths are stated unless the documentation states them.
Notation used in the tables:
- "Yes (SS)" means a screenshot-based statement lists the field as required.
- "Dropdown" means the documentation says the field is selected from a dropdown. The list of allowed options is "Not documented" unless it is written out.
1. Employee Management (HR Manager and Admin)
| Field | Required? | Values / format (exact) | Source |
|---|
| First name | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Middle Name | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
| Last name | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Email | Not documented in text; the screenshot note says the label reads "Email" and the value is a personal email that is optional | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Hired On | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Joining Date | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Designation | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Mobile Number | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
| Emergency Contact Number | Yes (SS) | Not documented | Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2 |
Other documented facts about this screen:
- The New Hires list shows added employees with status "Hired". A Joined or Hired radio button selects which list is shown.
Help › For Managers › Employee Management › Adding New Hire
- If the employee has no registered email, HR adds the employee information in "CANDIDATE DATA" in New Hires.
Help › For Managers › Employee Management › Adding New Hire
1.2 Pre-onboarding self-fill (employee, through the received link)
| Field / section | Required? | Values / format (exact) | Source |
|---|
| Personal Information | Not documented | Individual fields not documented in text | Help › For Managers › Employee Management › Adding New Hire |
| Contact Information | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
| Family Details | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
| Work Experience | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
| Education Details | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
| Upload of requested documents | Not documented | Not documented | Help › For Managers › Employee Management › Adding New Hire |
Link facts from screenshots:
- The link expires after 24 hours.
[SS] §21.2
- The link is sent from
no-reply@spryple.com with the subject "Welcome to Spryple". [SS] §21.2
- The link is a hash-routed URL of the form
#/pre-onboarding/<token>. [SS] §21.1
1.3 Employee Directory (HR Manager)
After the employee fills the link, the HR Manager sees the data through the "Joining Formalities" button and the data is saved in "Employee Directory". Help › For Managers › Employee Management › Employee Directory
The text says "Click on Save button after adding all the mandatory fields" without naming which fields are mandatory. Help › For Managers › Employee Management › Employee Directory
Tabs listed in the screenshot: Personal Info, Contract/Promotions, Work Experience, Bank Details, Education, "and more". [SS] §21.2
Personal tab
| Field | Required? | Values / format (exact) | Source |
|---|
| Personal Information (HR adds it after clicking Employee Directory) | Not documented | Not documented in text | Help › For Managers › Employee Management › Employee Directory |
| DOB | Not documented | Not documented | [SS] §21.2 |
| Blood Group | Not documented | Not documented | [SS] §21.2 |
| Gender | Not documented | Not documented | [SS] §21.2 |
| Marital Status | Not documented | Not documented | [SS] §21.2 |
| Aadhaar Number | Not documented | Not documented | [SS] §21.2 |
| Languages Spoken | Not documented | Not documented | [SS] §21.2 |
Work tab
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee ID | Not documented | Location prefix, for example NE13, TNK1 (screenshot examples) | [SS] §21.2 |
| Official Email | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Employment Type | Not documented | Selected (documented as "select Employment Type"); options Not documented | Help › For Managers › Employee Management › Employee Directory |
| Role | Not documented | Assigned ("assign Employee Role"); HR Manager can update the role | Help › For Managers › Employee Management › Employee Directory |
| Company Location (working location) | Not documented | Assigned ("assign Employee working location") | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Designation | Not documented | Selected | Help › For Managers › Employee Management › Employee Directory |
| Department | Not documented | Selected | Help › For Managers › Employee Management › Employee Directory |
| Notice Period | Not documented | Not documented | [SS] §21.2 |
| Reporting Manager Department | Not documented | Not documented | [SS] §21.2 |
| Reporting Manager | Not documented | Assigned; HR Manager can update it for any employee | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Field | Required? | Values / format (exact) | Source |
|---|
| Residence Address | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Country | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| State | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| City | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Pin Code | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Permanent Address | Not documented | Has a "Same as residence" toggle | [SS] §21.2 |
Family tab
| Field | Required? | Values / format (exact) | Source |
|---|
| Name | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Contact Number | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Gender | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Relationship | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
| Status | Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory |
The row is saved with an Add button. Help › For Managers › Employee Management › Employee Directory
| Tab | Fields documented | Required? | Source |
|---|
| Contract/Promotions | Field list Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Bank Details | Field list Not documented in the employee-directory text. The employee My Profile page lists "Bank Details". | Not documented | Help › For Managers › Employee Management › Employee Directory; Help › For Employee › Employee Management › My Profile |
| Work Experience | Field list Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Education | Field list Not documented | Not documented | Help › For Managers › Employee Management › Employee Directory; [SS] §21.2 |
| Documents Upload | Field list Not documented. Documents uploaded by the employee go to Document Approval. Documents uploaded by HR on behalf of an employee are automatically approved. | Not documented | Help › For Managers › Employee Management › Document Approval |
Sample onboarding-checklist documents seen in screenshots: educational certificates, experience/relieving letters, payslips, PAN and Aadhaar, photos. [SS] §21.2
My Profile (employee view)
| Field / section | Required? | Values / format (exact) | Source |
|---|
| Personal information | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Work experience | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Bank Details | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Family details | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Education details | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Documents upload | Not documented | Not documented | Help › For Employee › Employee Management › My Profile |
| Profile picture (Edit Profile) | Not documented | Image upload | Help › For Employee › Employee Management › Edit Profile |
The employee can edit My Profile data. Help › For Employee › Employee Management › My Profile. HR Policies Rule 34 is "Is employee details editable by employee" with Yes or No. Help › For Admin › Employee Management › HR Policies
Change Password (employee)
| Field | Required? | Values / format (exact) | Source |
|---|
| Current password | Not documented | Not documented | Help › For Employee › Employee Management › Change Password |
| New password | Not documented | Not documented | Help › For Employee › Employee Management › Change Password |
| Confirm Password | Not documented | Not documented | Help › For Employee › Employee Management › Change Password |
1.4 Employee Excel upload (HR Manager)
| Field | Required? | Values / format (exact) | Source |
|---|
| Select File | Not documented | Excel file | Help › For Managers › Employee Management › Excel Upload |
Uploaded data is saved in the employee directory. Help › For Managers › Employee Management › Excel Upload
1.5 Employee Report columns
Emp ID, Name, Office Email, Mobile, Emp Status, Emp Type, Department, Designation, Location, Gender, Blood group, "and more". A column chooser, filter and download are shown. [SS] §21.2. The HR Manager selects column names and downloads the report. Help › For Managers › Employee Management › Employee Reports
2. Masters and settings (Admin)
| Field | Required? | Values / format (exact) | Source |
|---|
| Company name, location and other company details | Not documented | Edit, Save and Cancel actions. Field list Not documented. | Help › For Admin › Employee Management › Company Information |
2.2 Department
| Field | Required? | Values / format (exact) | Source |
|---|
| Department name | Not documented | Duplicate department names are not allowed | Help › For Admin › Employee Management › Department |
| Status | Not documented | Active or Inactive. To make a department inactive, all employees in it are transferred to another department first. | Help › For Admin › Employee Management › Department |
2.3 Designation
| Field | Required? | Values / format (exact) | Source |
|---|
| Designation name | Not documented | Duplicate designation names are not allowed | Help › For Admin › Employee Management › Designation |
| Status | Not documented | Active or Inactive. To make a designation inactive, all employees in it are transferred to another designation first. | Help › For Admin › Employee Management › Designation |
2.4 Department Designation Mapping
| Field | Required? | Values / format (exact) | Source |
|---|
| Department | Not documented | Selected | Help › For Admin › Employee Management › Department Designation Mapping |
| Designation | Not documented | Selected | Help › For Admin › Employee Management › Department Designation Mapping |
HR Policies Rule 36 is "Is mapping required between departments and designations?" with Yes or No. Help › For Admin › Employee Management › HR Policies
2.5 Work Location
| Field | Required? | Values / format (exact) | Source |
|---|
| Address1 | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| Address2 | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| Branch Location | Not documented | Short name, for example Kukatpally written as KP | Help › For Admin › Employee Management › Work Location |
| Country | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| State | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| City | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| Pin code | Not documented | Not documented | Help › For Admin › Employee Management › Work Location |
| Prefix | Not documented | Character string that is the same for all employees of a location, for example "GOGL" | Help › For Admin › Employee Management › Work Location |
| Seed value | Not documented | The value from which employee-id generation starts. When the prefix already exists, the seed value need not be entered on edit. | Help › For Admin › Employee Management › Work Location |
| Status | Not documented | Active or Inactive | Help › For Admin › Employee Management › Work Location |
Rules stated: the same prefix and seed give common employee-id generation across branches; different prefixes and seeds give separate generation per branch; a different prefix and seed for the same work location is not allowed. A current location can be selected or a location searched. Help › For Admin › Employee Management › Work Location. Branch Location screen in a screenshot also carries "Geo fencing Radius" (200 m in the example; options not shown). [SS] §21.3
2.6 Company Logo
| Field | Required? | Values / format (exact) | Source |
|---|
| Company logo image | Not documented | Accepts jpg and png images. File size does not exceed 1MB. Appears before the company name in the header. | Help › For Admin › Employee Management › Company Logo |
2.7 Shift (master)
| Field | Required? | Values / format (exact) | Source |
|---|
| Shift Name | Not documented | Examples given: Regular Shift, Night Shift | Help › For Admin › Employee Management › Shift |
| Shift Description | Not documented | Not documented | Help › For Admin › Employee Management › Shift |
| Start Time | Not documented | Time picker | Help › For Admin › Employee Management › Shift |
| End Time | Not documented | Time picker | Help › For Admin › Employee Management › Shift |
| Total Hours | Auto | Auto-populates after Start Time and End Time are entered | Help › For Admin › Employee Management › Shift |
| Grace Period: In Time | Not documented | Time picker | Help › For Admin › Employee Management › Shift |
| Grace Period: Out Time | Not documented | Time picker | Help › For Admin › Employee Management › Shift |
| Number of lates is more than | Not documented | Not documented | Help › For Admin › Employee Management › Shift |
| Deduct leave count | Not documented | Not documented | Help › For Admin › Employee Management › Shift |
| Overtime duration: minimum work hours per day | Not documented | "Allow minimum number of work hours per day as per company rules" | Help › For Admin › Employee Management › Overtime duration |
| Status | Not documented | Shifts can be made inactive | Help › For Admin › Employee Management › Shift |
2.8 Holiday
| Field | Required? | Values / format (exact) | Source |
|---|
| Branch Location | Not documented | Holidays apply to the entire company or to specific branches | Help › For Admin › Employee Management › Holidays |
| Date | Not documented | Duplicate holidays for the same date and same branch are not allowed | Help › For Admin › Employee Management › Holidays |
| Holiday Type | Not documented | Dropdown. The list shows a Public radio button and an Optional radio button. | Help › For Admin › Employee Management › Holidays |
| Holiday Name | Not documented | Not documented | Help › For Admin › Employee Management › Holidays |
Edit and delete icons exist. A search by branch exists. Help › For Admin › Employee Management › Holidays
2.9 Checklist (master)
| Field | Required? | Values / format (exact) | Source |
|---|
| Type | Not documented | Radio button: Onboarding or Offboarding | Help › For Admin › Employee Management › Checklist |
| Department | Not documented | Selected | Help › For Admin › Employee Management › Checklist |
| Checklist name | Not documented | Entered | Help › For Admin › Employee Management › Checklist |
| Status | Not documented | Active or Inactive | Help › For Admin › Employee Management › Checklist |
Checklist items in the employee-level checklist carry a Department and an "Approver Name". There is an "Add Comments" box beside No Due. [SS] §21.2
2.10 Induction Program (master and HR program)
| Field | Required? | Values / format (exact) | Source |
|---|
| Program Type (master) | Not documented | Examples: HR Policies, Domain knowledge. Duplicate inductions are not allowed. | Help › For Admin › Employee Management › Induction |
| Status (master) | Not documented | Active or Inactive through radio buttons | Help › For Admin › Employee Management › Induction |
| Induction Program list columns | Not documented | Program Type, Department, Conduct By, Date, Start/End Time, Status (for example Scheduled) | [SS] §21.2 |
| Required fields of an induction program (HR Manager) | Not documented | "The HR manager enters the required fields"; the fields are not named in text | Help › For Managers › Employee Management › Induction Program |
| Employees assigned | Not documented | HR selects employees through the assign button | Help › For Managers › Employee Management › Induction Program |
2.11 Announcement
| Field | Required? | Values / format (exact) | Source |
|---|
| Topic | Not documented | Dropdown; options Not documented | Help › For Admin › Employee Management › Announcements |
| Title | Not documented | Entered | Help › For Admin › Employee Management › Announcements |
| Publish from | Not documented | Calendar date | Help › For Admin › Employee Management › Announcements |
| Publish To | Not documented | Calendar date | Help › For Admin › Employee Management › Announcements |
| Description | Not documented | Entered | Help › For Admin › Employee Management › Announcements |
| Submit or Save as draft | Not documented | Submit gives status Published; Save as draft gives status "Save as Draft" | Help › For Admin › Employee Management › Announcements |
2.12 Users Login
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee name | Not documented | Displayed on Edit | Help › For Admin › Employee Management › Users Login |
| Official Email ID | Not documented | Displayed on Edit | Help › For Admin › Employee Management › Users Login |
| User ID (username) | Not documented | Entered by the admin | Help › For Admin › Employee Management › Users Login |
| Password | Not documented | Displays default "Welcome1!"; the employee can update the password in the employee login | Help › For Admin › Employee Management › Users Login |
Credentials email contents seen in a screenshot: login URL, Company Code, Username and the password "Welcome1!". [SS] §21.2. The Roles & Permissions section repeats the Users Login text and reuses the same screenshot files. Help › For Admin › Employee Management › Roles & Permissions; [SS] §21.12
2.13 Employee Password Reset
| Field | Required? | Values / format (exact) | Source |
|---|
| Location Name | Not documented | Selected | Help › For Admin › Employee Management › Employee Password Reset |
| Department Name | Not documented | Selected | Help › For Admin › Employee Management › Employee Password Reset |
| Employee Name | Not documented | Selected | Help › For Admin › Employee Management › Employee Password Reset |
| Reset Option | Not documented | Dropdown with three documented choices: "Username", "Password", "New Username and Password" | Help › For Admin › Employee Management › Employee Password Reset |
| New username | Not documented | Entered when the option is Username or New Username and Password | Help › For Admin › Employee Management › Employee Password Reset |
| New Password | Not documented | Entered when the option is Password. For New Username and Password the new password is displayed. | Help › For Admin › Employee Management › Employee Password Reset |
| Existing User Name and Existing Password (screenshot) | Not documented | Existing password is masked with an eye toggle. A note says that when the employee has no office email, the admin writes down the credentials and shares them manually. | [SS] §21.12 |
The employee receives a reset mail from the HR Department for each option. Help › For Admin › Employee Management › Employee Password Reset
2.14 Onboarding Settings and Offboarding Settings
| Field | Required? | Values / format (exact) | Source |
|---|
| Send Automatic Reminders (onboarding) | Not documented | Enable or disable button. When enabled, reminders go to employees to complete pending onboarding checklists. | Help › For Admin › Employee Management › Onboarding Settings |
| Probation Period | Not documented | Enable or disable button | Help › For Admin › Employee Management › Onboarding Settings |
| Probation Period (In Months) | Not documented | Dropdown shown when Probation Period is enabled | Help › For Admin › Employee Management › Onboarding Settings |
| Send Automatic Reminders (offboarding) | Not documented | Enable or disable button. When enabled, reminders go to employees about timely completion of the employee clearance form. | Help › For Admin › Exit Management › Offboarding Settings |
| Notice Period | Not documented | Enable or disable button | Help › For Admin › Exit Management › Offboarding Settings |
| Notice Period (In Days) | Not documented | Dropdown shown when Notice Period is enabled | Help › For Admin › Exit Management › Offboarding Settings |
2.15 Messages Master (Employee Management, Attendance, Leave, Payroll)
| Field | Required? | Values / format (exact) | Source |
|---|
| Message text | Not documented | Error and success messages are listed by default with screen names; each can be edited and saved | Help › For Admin › Employee Management › Messages Master; Help › For Admin › Attendance Management › Attendance Messages Master; Help › For Admin › Leave Management › Leaves Messages Master; Help › For Managers › Payroll Management › Payroll Messages Master |
2.16 HR Policies (rules and their documented value types)
Source for the whole table: Help › For Admin › Employee Management › HR Policies. A change affects newly created employees, not existing employees. For some rules a check box must be selected for "update policy" to take effect; without it an error message shows.
| Rule | Value as documented |
|---|
| 1 Minimum length of password | Entered by the user |
| 2 Maximum length of password | Entered by the user |
| 3 How many last passwords must not match the current password | The text says the user cannot reuse the last 3 changed passwords |
| 4 Password starts with a capital letter (option) | Yes or No dropdown |
| 5 Minimum capital letters | Configured number |
| 6 Special characters allowed | Yes or No dropdown |
| 7 Minimum count of special characters | Entered number |
| 8 Minimum small letters | Configured number |
| 9 Minimum numbers | Configured number |
| 10 Send automatic reminders for onboarding | Yes or No dropdown |
| 11 Probation Period | Yes or No dropdown |
| 12 Probation Period in Days | Configured number of days |
| 13 Send automatic reminders for offboarding | Yes or No dropdown |
| 14 Notice Period | Yes or No dropdown |
| 15 Notice Period in Days | Configured number of days |
| 16 to 18 1st, 2nd, 3rd default week off | Configured |
| 19 Assign shifts to unassigned employees automatically | Yes or No dropdown |
| 20 Shift assigned to a shift-unassigned employee | Configured |
| 21 Duration for which the shift is assigned | Configured |
| 22 Maximum late attendances per month before deducting leave | Configured number |
| 23 Leaves deducted when late attendances exceed the maximum | Configured number |
| 24 Leave type used for the deduction | Dropdown of leave types activated in leave policies |
| 25 Shift to which a new unassigned employee is added | Dropdown of shifts in the masters |
| 26 Duration for which a new employee is assigned the default shift | Dropdown |
| 27 Minimum hours for half-day attendance | The text states 4 hours in a shift |
| 28 Minimum hours for full-day attendance | The text states 8 hours in a shift |
| 29 Paid permission or not | Permission taken in productive hours is not deducted from salary |
| 30 Flexible shift enabled | Decision by the user |
| 31 Hours for flexible shift | Total hours entered |
| 32 Option in regularization screen to mark a record as week off | Yes or No dropdown |
| 33 Past days of data displayed for regularization | Entered number of days |
| 34 Employee details editable by employee | Yes or No dropdown |
| 35 Default punch-out time populated if out punch is missed | Yes or No dropdown. If Yes, the missed punch report is displayed. |
| 36 Mapping required between departments and designations | Yes or No dropdown |
| 37 Backdated days allowed for termination | 0 to 60 days |
| 38 Lunch duration | Minutes |
| 39 Tea break duration | Minutes |
| 40 Grace period for late attendance | Minutes |
| 41 Grace period for lunch | Minutes |
| 42 Grace period for tea break | Minutes |
| 43 Payment for extra days worked applicable | Yes or No dropdown |
| 44 Day 1 considered for extra-days payment | Week-off day selected, for example Sunday |
| 45 Day 2 considered for extra-days payment | Week-off day selected, for example Saturday, or no week off |
| 46 Salary deduction for not working on a week-off day | Yes or No dropdown |
| 47 Day 1 (if not worked) for penalty | Week-off day selected, for example Sunday |
| 48 Day 2 (if not worked) for penalty | Week-off day selected, for example Saturday |
A timesheet rule named "Do you want to limit the timesheet entry hours to attendance hours of that day?" with Yes or No is referenced in the employee timesheet page. Help › For Employee › Time Sheet Management › 2.1 New Entry
3. Attendance
3.1 Attendance Request (employee, web)
| Field | Required? | Values / format (exact) | Source |
|---|
| Work type | Not documented | Dropdown: Work From Home, Work From Office, On-Duty, Work From Remote Location | Help › For Employee › Attendance Management › Attendance Request |
| From date | Not documented | Date. From the dashboard "Send a request" path the pending date is displayed and disabled. | Help › For Employee › Attendance Management › Attendance Request; Help › For Employee › Attendance Management › Send a request |
| To date | Not documented | Date. From "Send a request" the pending date is displayed and disabled. | Help › For Employee › Attendance Management › Attendance Request; Help › For Employee › Attendance Management › Send a request |
| Reason | Not documented | Entered | Help › For Employee › Attendance Management › Attendance Request |
| First Half check box | Not documented | Check box | Help › For Employee › Attendance Management › Attendance Request |
| Second Half check box | Not documented | Check box | Help › For Employee › Attendance Management › Attendance Request |
| Attachment | Not documented | Optional wording on the "Send a request" path ("Select Attachment (if any)") | Help › For Employee › Attendance Management › Send a request |
3.2 Request on Behalf of Employee (manager)
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee Name | Not documented | From the dashboard path it is displayed and disabled; from the side navigation it is selected from a dropdown | Help › For Managers › Attendance Management › 1)Add a request (Dashboard); Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation) |
| Work type | Not documented | Dropdown | same |
| From date, To date | Not documented | Calendar | same |
| Reason | Not documented | Entered | same |
| Attachment | Not documented | Added | same |
On submit the request is submitted and approved. Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation)
3.3 Attendance Request (mobile, HCM)
| Field | Required? | Values / format (exact) | Source |
|---|
| Work Type | Not documented | Dropdown | Help › Mobile App › Spryple HR › Applying Attendance Request by Employee |
| From Date | Not documented | Date | same |
| To Date | Not documented | Date | same |
| Reason | Not documented | Entered | same |
| Half-day check boxes | Not documented | Check boxes | [SS] §21.3 |
| Shift | Yes (SS) | Not documented | [SS] §21.3 |
History cards show Attendance Type (Full Day) and Shift. [SS] §21.3
3.4 Shift Change Request
| Field | Required? | Values / format (exact) | Source |
|---|
| Applied date | Not documented | Displayed by default and disabled | Help › For Employee › Attendance Management › Shift Change Request |
| From date, To date | Not documented | Selected | same |
| From Shift | Not documented | Shift name displayed based on the selected dates | same |
| To Shift | Not documented | Selected | same |
| Reason | Not documented | Entered | same |
| Precondition | Not documented | The employee must have a shift assigned | same |
The manager can select an employee from a dropdown to swap shift between employees when approving. Help › For Managers › Attendance Management › Approve Shift Change Request
3.5 Permission
| Field | Required? | Values / format (exact) | Source |
|---|
| Date | Not documented | For present day or future days | Help › For Employee › Attendance Management › Request Permission |
| Permission duration | Not documented | In minutes | same |
| Reason | Not documented | Entered | same |
An employee cannot apply for multiple permission requests for any day. Help › For Employee › Attendance Management › Request Permission. The manager can edit a permission record before approving. Help › For Managers › Attendance Management › Approve Permission
3.6 Attendance Regularization
| Field | Required? | Values / format (exact) | Source |
|---|
| Out time | Not documented | Edited by the employee through an edit icon and saved; a record where the employee checked in but did not check out is listed | Help › For Employee › Attendance Management › Attendance Regularization |
| Leave type (when applying leave from this screen) | Not documented | Regular leaves if the employee has them; otherwise only Loss of Pay | same |
| From date, To date | Not documented | Displayed by default | same |
| Leave count | Auto | Displayed by default from the dates | same |
| Manager side: Full Day or Half Day radio | Not documented | Full Day lists employees marked fully absent or single punch; Half Day lists half-day present employees | Help › For Managers › Attendance Management › Manager Attendance Regularization |
3.7 Shift configuration (assign shift and week offs)
| Field | Required? | Values / format (exact) | Source |
|---|
| Shift | Not documented | Selected | Help › For Managers › Attendance Management › Shift configuration |
| Shift duration | Not documented | From date and To date | same |
| Week offs | Not documented | Selected | same |
| Employees | Not documented | Selected | same |
CRM manager variant: Configure Shift has Shift, From date and To date, and Employees; Week off Configuration has Weekly Off and Employees. Help › For Managers › CRM Field Force Management › 1.13 Configure Shift; Help › For Managers › CRM Field Force Management › 1.14 Week off Configuration
3.8 Shift rotation (sequence, assign, reassign)
| Form | Field | Values / format (exact) | Source |
|---|
| Shift rotation Sequences | Location name | Displayed by default (where the manager is located) | Help › For Managers › Attendance Management › Shift rotation Sequences |
| Shift rotation Sequences | Rotation name | Entered | same |
| Shift rotation Sequences | Please select shift | Dropdown of admin-created shifts only; selected shifts display in shift order and can be deleted | same |
| Assign Rotation Shift | Location, rotation shift | Dropdowns; employees without a rotation shift are listed with check boxes | Help › For Managers › Attendance Management › Assign Rotation Shift |
| Reassign Rotation Shift | Location, rotation shift, start shift, applicable date | Dropdowns and calendar; employees selected by check box | Help › For Managers › Attendance Management › Reassign Rotation Shift |
Required? Not documented for all rows.
| Field | Required? | Values / format (exact) | Source |
|---|
| Designation | Not documented | Dropdown | Help › For Admin › Attendance Management › Extra Days Slab configuration |
| Minimum days worked | Not documented | Entered | same |
| Maximum days worked | Not documented | Entered | same |
| Eligible Extra days | Not documented | Entered | same |
Slabs can be added, deleted and edited. Help › For Admin › Attendance Management › Extra Days Slab configuration. Designations applicable for penalty can be activated or deactivated. Help › For Admin › Attendance Management › Applicable Designations for Penalty
| Form | Fields | Source |
|---|
| Mapping IDs | Bio metric id; Employee name | Help › For Admin › Attendance Management › Mapping ID's |
| Excel Upload (manager) | Select a file; the implementation team provides the suggested Excel sheet | Help › For Managers › Attendance Management › Excel Upload |
| Reject popup (attendance) | Reason for rejection | Help › For Managers › Attendance Management › 2) Approve request (Dashboard) |
3.11 Attendance records and day status (screenshot facts)
- Day-status legend: A Absent, P Present, W Week-off, L Leave, H Holiday, HD Half Day, WP Week-off Present, HP Holiday Present, HL Half-day Leave. Counts accept halves, for example 14.5.
[SS] §21.3
- Punch records carry Punch Time, Category (in/out), Location (address) and Source ("Lite", "CRM", "MOBILEAPP").
[SS] §21.3
- Late Attendance report columns: Shift, Date, Shift In Time, In Time, Late Hours. Penalty report columns: Date, Day, Penalty Count, Description.
[SS] §21.11
- Extra Days report shows week-off present days, holiday present days and slab count. Penalty Days report shows late attendance and week-off absent deduction penalty days.
Help › For Employee › Attendance Management › Extra Days & Penalty Report
- Summary report columns documented in text: First In, Last Out, Total Hours, Productive Hours, OT Hours, Permission Hours.
Help › For Super Admin › Attendance Management › Attendance Summary Report
4. Leave
4.1 Leave Request (employee, web)
| Field | Required? | Values / format (exact) | Source |
|---|
| Leave type | Not documented | Selected based on available leave balance | Help › For Employee › Leave Management › Leave Request |
| From date, To date | Not documented | Past dates allowed based on configuration; future dates allowed | same |
| First half, second half | Not documented | Selected based on leave requirement | same |
| Leave count | Auto | Displayed automatically | same |
| Reason | Not documented | Entered | same |
Mobile and CRM variants add: Contact Number and Emergency Mail (mobile screenshot, shown during the leave), Manager Name, balance chips, and for the web request screenshot the balance Used/Available/Total. [SS] §21.4; [SS] §21.11. The CRM leave request shows available leave balance and reporting manager name. Help › For Employee › Sales CRM Web Application › 4. 5 Leave Request
4.2 Leave on behalf of employee (manager)
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee name | Not documented | Selected; available leave balance is displayed | Help › For Managers › Leave Management › Request on Behalf of Employee |
| Leave type | Not documented | Available leave types | same |
| From date, To date | Not documented | Selected | same |
| Leave count | Auto | Displayed from the dates | same |
| Reason | Not documented | Entered | same |
After submitting, the request is auto approved. Help › For Managers › Leave Management › Request on Behalf of Employee. The reject form for a leave needs a reason entered by the manager. Help › For Managers › Leave Management › Reject
4.3 Comp-off Request
| Field | Required? | Values / format (exact) | Source |
|---|
| Worked date | Not documented | Calendar. Only week-off dates and holiday dates are enabled. | Help › For Employee › Leave Management › Comp-off Request |
| Worked hours | Not documented | Hours | same |
| Minutes | Not documented | Minutes | same |
| Reason | Not documented | Entered | same |
Manager on-behalf form fields: Employee Name, Worked Date, Leave Date, Reason. Help › For Managers › Leave Management › Comp off Request on Behalf of Employee
4.4 Optional Holiday Request
| Field | Required? | Values / format (exact) | Source |
|---|
| Optional holiday | Not documented | Dropdown | Help › For Employee › Leave Management › Optional Holiday Request |
| Remarks | Not documented | Entered | same |
Manager on-behalf form: Employee Name dropdown, Optional Holiday dropdown, Remarks. Help › For Managers › Leave Management › Optional Holiday on Behalf of Employee. Rejection of an optional holiday shows a reject reason field. Help › For Managers › Leave Management › Optional Holiday Approval
4.5 Leave policy configuration (admin)
Common rules (Edit, then Save): Help › For Admin › Leave Management › Common rules configuration
| Common rule | Value as documented |
|---|
| Consider both weekends as part of leave when leave is applied on Friday and Monday | Yes (considered as Sandwich leave) or No |
| Consider company holiday as part of leave when leave is applied before and after | Yes (considered as Sandwich leave) or No |
| Past days allowed for applying past-dated leaves | Updated by the user |
| Send mails when submitted, approved, rejected | Yes or No |
| Leave cycle of the company | April – March or January – December |
| Maximum optional holidays an employee can avail in a financial year | Number given by the user |
Leave types: Casual Leave, Sick Leave, Comp-off Leave, Loss of pay Leave, Maternity Leave, Paternity Leave, Wedding Leave, Bereavement Leave, Earned Leave, Advanced Leave (10 types). A deactivated type is brought back with Add new and submit. Help › For Admin › Leave Management › Leave Policies. Per-type rules below come from the matching Configuration sections of Help › For Admin › Leave Management.
| Leave type | Documented configuration rules |
|---|
| Casual | Maximum leaves per year; credit frequency (Monthly, Quarterly, half-yearly, Yearly); weekends as part of leave (Yes/No); maximum leaves at one instance; minimum service in months; days in advance for planned leaves; holiday as part of leave (Yes/No); unique colour; days after which unused leaves lapse or convert to perks; lapsed leaves convertible to perks (Yes/No) |
| Sick | Maximum leaves per year; credit frequency; weekends (Yes/No); holiday (Yes/No); minimum leave days that require supporting document upload; unique colour |
| Comp-off | Maximum leaves at one instance; minimum service in months; week-off work considered (Yes/No); holiday work considered (Yes/No); lapsed leaves convertible to perks (Yes/No); minimum hours worked for eligibility; maximum backdated days to submit comp-off work; days after which earned comp-off lapses or converts to perks; unique colour |
| Loss of pay | Weekends (Yes/No); holiday (Yes/No); unique colour |
| Maternity | Credited only to married females (gender and marital status); minimum service in months; minimum leave days requiring supporting document; minimum years gap between terms; maximum number of times; maximum leaves per term; unique colour |
| Paternity | Credited only to married male employees; minimum service in months; minimum years gap between terms; maximum number of times; maximum leaves per term; unique colour |
| Wedding | Depends on marital status; minimum service in months; days in advance; maximum number of times; maximum leaves per term; unique colour |
| Bereavement | Maximum number of times; maximum leaves per term; unique colour |
| Earned | Maximum leaves per year; credit frequency; weekends; maximum leaves at one instance; minimum service in months; days in advance; holiday; maximum carried forward leaves; maximum times availed per year; unique colour |
| Advanced | Usable only when Casual, Sick and Earned credit monthly; the user picks one of these three as the advanced leave type, and its balance is deducted from the leave balance |
Changes to leave configuration do not affect existing employees. Help › For Admin › Leave Management › Casual leave Configuration
5. Payroll
5.1 Pay group
| Field | Required? | Values / format (exact) | Source |
|---|
| Pay group name | Not documented | Entered | Help › For Admin › Payroll Management › Pay group |
| Start range | Not documented | Entered | same |
| End range | Not documented | Entered | same |
| Earnings | Not documented | Selected per organization rules | same |
| Deductions | Not documented | Selected per organization rules | same |
| Status | Auto | New pay group shows "Configuration in progress"; it changes to "ACTIVE" after all components are configured | Help › For Admin › Payroll Management › Pay group; Help › For Admin › Payroll Management › Pay group configuration |
5.2 Pay group component configuration
| Field | Required? | Values / format (exact) | Source |
|---|
| Percentage or flat amount per component | Not documented | Percentage or flat amount. Some components do not allow a flat amount; the flat amount option is disabled for them. | Help › For Admin › Payroll Management › Pay group configuration |
| CTC percentage and Basic salary percentage | Auto | These change automatically based on user input | same |
| EPF option | Not documented | Disabled for components that are not eligible to calculate EPF | same |
| Component name | Not documented | Editable; reflects in the payslip | same |
5.3 Assign Pay Group
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee name | Not documented | Selected | Help › For Managers › Payroll Management › Assign Pay Group |
| Employee CTC | Not documented | Entered, then Search | same |
| Pay group | Not documented | One selected from the pay groups shown for the given CTC | same |
A CTC breakdown popup shows monthly and annual salary details; the calculation changes with the EPF configuration. Help › For Managers › Payroll Management › Assign Pay Group
5.4 Reassign Pay group
| Field | Required? | Values / format (exact) | Source |
|---|
| Option | Not documented | Radio: change the employee CTC without changing the pay group, or change the CTC and the pay group | Help › For Managers › Payroll Management › Reassign Pay group |
| Employee | Not documented | Selected | same |
| New CTC | Not documented | Entered | same |
| Pay group (option 2) | Not documented | One selected from the created pay groups listed based on CTC | same |
5.5 Employee Pay Groups grid (screenshot)
Columns: Emp ID, Name, Location, Department, Designation, Pay Group, CTC, Assigned On. [SS] §21.5. The text lists Employee Name, Location and Pay groups with Location and pay group dropdowns. Help › For Managers › Payroll Management › Employee Pay group List
5.6 Bank Master
| Field | Required? | Values / format (exact) | Source |
|---|
| Bank Name | Not documented | Entered | Help › For Admin › Payroll Management › Bank Master |
| IFSC Code | Not documented | Entered | same |
| Account Number | Not documented | Entered | same |
| Address1 | Not documented | Entered | same |
| Address2 | Not documented | Entered | same |
| Country | Not documented | Selected | same |
| State | Not documented | Selected | same |
| City | Not documented | Selected | same |
| Status | Not documented | Selected | same |
| Is EPF | Not documented | Selected | same |
| Is ESI | Not documented | Selected | same |
| Is Professional Tax | Not documented | Selected | same |
5.7 EPF and ESI
| Item | Documented fields | Source |
|---|
| EPF configuration | Employee contribution, Employer's contribution, Admin charges, EDIL contribution (editable; default configuration displayed) | Help › For Admin › Payroll Management › EPF |
| ESI configuration | Check box "Include Employer's contribution in the CTC"; ESI Number added and edited state-wise | Help › For Admin › Payroll Management › ESI |
5.8 Pay Schedule
| Field | Required? | Values / format (exact) | Source |
|---|
| Same payroll and leave window | Not documented | Yes or No. Yes: both windows are the same. No: the admin selects leave window dates (example: previous month 25 to present month 24). | Help › For Admin › Payroll Management › Pay Schedule |
| Salary calculation basis | Not documented | "Actual days in a month" or "Organization working days" | same |
5.9 Payroll Policies (Finance Admin)
Source: Help › For Admin › Payroll Management › Payroll Policies
| Rule | Value as documented |
|---|
| 1 Number of installments for recovering salary advance | Entered; minimum months an employee can recover |
| 2 Months after last recovery before advance salary option resumes | Entered |
| 3 Overtime amount included in salary | Yes or No |
| 4 Company covered under Payment of Gratuity Act, 1972 | Yes or No |
| 5 Pay Gratuity as part of the monthly component | Yes or No |
| 6 Variable DA applicable | Yes or No |
| 7 Absent considered as LOP | Yes or No |
| 8 Dynamic payroll processing applicable | Yes or No |
| 9 Leave threshold for dynamic payroll processing | Entered minimum number of leaves for the same leave window |
| 10 ESI and EPF contribution independent of Loss of Pay deduction | Yes or No |
| 11 Minimum hours worked for overtime consideration | Entered |
| 12 Frequency of variable pay | Monthly, Quarterly, Half-yearly, Yearly |
| 13 LOP days after which proportionate week-off deduction applies | Entered |
| 14 Payment given for extra working days | Yes or No |
5.10 Variable DA Configuration
| Field | Required? | Values / format (exact) | Source |
|---|
| Notification name | Not documented | Entered | Help › For Admin › Payroll Management › Variable DA Configuration |
| Published Name | Not documented | Entered | same |
| CPI points | Not documented | Entered | same |
| CPI points at notified date | Not documented | Entered | same |
| Date | Not documented | Entered | same |
| VDA rate per point | Not documented | Entered | same |
| Effective date | Not documented | Entered | same |
| Attachments | Not documented | "if any" | same |
5.11 Arrear entry (Arrear Distribution)
| Field | Required? | Values / format (exact) | Source |
|---|
| Month and Year | Not documented | Selected | Help › For Admin › Payroll Management › Arrear Distribution |
| City-Branch | Not documented | Selected | same |
| Employee Name | Not documented | Selected | same |
| Arrear name and amount | Yes (text): at least one arrear name and amount is selected | Arrear names display in a table; a check box is selected, then Submit | same |
History screen: Month and Year, City-Branch, search by EMP.Name and EMP.ID; status shows Pending and Paid. Once Paid, the arrear amount shows in the employee's payslip view. Help › For Admin › Payroll Management › Arrear Distribution History
5.12 TDS entry
| Field | Required? | Values / format (exact) | Source |
|---|
| Month | Not documented | Selected | Help › For Managers › Payroll Management › TDS Distribution |
| City-Branch | Not documented | Selected | same |
| Employee row check box | Not documented | Selected | same |
| Amount | Not documented | Entered | same |
Data is saved in TDS History. Help › For Managers › Payroll Management › TDS Distribution. The employee Payroll menu also includes IT Declaration and Form 16. [SS] §21.5
5.13 Variable Pay entry and schedule
| Field | Required? | Values / format (exact) | Source |
|---|
| City-Branch | Not documented | Selected | Help › For Managers › Payroll Management › Variable Pay Distribution |
| Calculation Period | Not documented | Selected | same |
| Distribution period | Not documented | Selected | same |
| Employee check box and variable pay amount | Not documented | Selected and entered | same |
| Distribution type (Variable Pay Schedule) | Not documented | Monthly share or Lump sum | Help › For Managers › Payroll Management › Variable Pay Schedule |
5.14 Other Deduction and Manage Other Deductions
| Field | Required? | Values / format (exact) | Source |
|---|
| Deduction name | Not documented | Entered | Help › For Managers › Payroll Management › Other Deductions |
| Deduction amount | Not documented | Entered; editable later | same |
| Pay group (mapping) | Not documented | Dropdown | Help › For Managers › Payroll Management › Manage Other Deductions |
| Deduction (mapping) | Not documented | Dropdown; added with the "Add this Deduction" button | same |
5.15 Advance Salary request (employee)
| Field | Required? | Values / format (exact) | Source |
|---|
| Required advance payment amount | Not documented | Entered; below the Gross Salary or up to the gross salary only | Help › For Employee › Payroll Management › Request Advance Salary |
| Gross (screenshot) | Read-only | Displayed | [SS] §21.11 |
| Request Eligible Amount (screenshot) | Read-only | Displayed | [SS] §21.11 |
| Number of months to recover (screenshot) | Not documented | Default 2 | [SS] §21.11 |
| Precondition | Not documented | A minimum of 1 month payslip is required | Help › For Employee › Payroll Management › Request Advance Salary |
The employee table shows: applied date, approved date, Recovery Duration, recovered months, recovered balance, pending amount, Recovery status and request status. Help › For Employee › Payroll Management › Request Advance Salary. Screenshot table columns: Paid Amount/Date, Recovery Duration, Recovered Months/Balance, Pending, Recovery Status (for example "Recovery Not Started"), Request Status. [SS] §21.11
5.16 Payslip contents (screenshot)
- Header and summary: "Payslip for the month of …"; Employee Pay Summary with Name, Designation, DOJ, Pay Period, UAN, ESI No., PAN; Bank with Name, Account, IFSC; a Leave balance panel.
[SS] §21.11
- Lines: Gross Earnings lines; Deductions (PT, EPF); Net Pay block with Actual Gross, Total Deductions, LOP Amount (Days: n), Arrear Amount.
[SS] §21.11
- Footer: "Total Net Payable ₹X (in words) for 30 Days" and "system generated, signature not required".
[SS] §21.11
- Sample components: earnings Gift Coupon, Research Allowance, Fuel Allowance, Vehicle Maintenance Allowance, Variable Dearness Allowance; deductions Gratuity, Professional Tax, EPF; footer reads "Net Pay = Gross Earnings − Total Deductions".
[SS] §21.5
- Text: the payslip shows Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount and Extra Days amount, all based on Pay Group configuration and EPF/ESI settings.
Help › For Employee › Payroll Management › Pay Slips
- The mobile payslip screen shows Net Pay, Total Earnings, Deductions, selected by Financial Year and Month.
Help › Mobile App › Spryple HR › PAYROLL MANAGEMENT
5.17 CTC History (screenshot)
"Select Duration" (example "July 2023 – Present"). Components shown monthly and annually: Basic, DA, HRA, Travelling, Telephone, Driver allowances. [SS] §21.11. Text: the employee views Earning component amounts, monthly and annually, based on pay group configuration. Help › For Employee › Payroll Management › CTC History
5.18 Monthly Payroll generation
| Field | Required? | Values / format (exact) | Source |
|---|
| Financial year | Not documented | Selected | Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll) |
| Month and year | Not documented | Selected | same |
| Employees | Yes (text): at least one employee is selected before Calculate Salary | Selected | same |
5.19 Lite payroll report
Columns: Name, Salary, P. Tax, Presents, Payable salary. [SS] §21.5. Text columns: Employee names, Monthly Salary, Presents Count, Payable salary. Help › Mobile App › Spryple Lite › 4.4 Payroll Reports
6. Exit Management
6.1 Separation request (employee)
| Field | Required? | Values / format (exact) | Source |
|---|
| Request exit date | Not documented | Selected | Help › For Employee › Exit Management › Separation |
| Reason | Not documented | Dropdown (screenshot) | Help › For Employee › Exit Management › Separation; [SS] §21.11 |
| Notes | Not documented | Entered | same |
| Applied Date | Not documented | Displayed in the screenshot form | [SS] §21.11 |
| Notice Period | Not documented | Shows 30 in the screenshot example | [SS] §21.11 |
| Relieving Date | Auto | Applied date plus notice period, computed | [SS] §21.11 |
A retention letter ("discuss with your Reporting Manager or HR") is shown before Proceed. [SS] §21.11
6.2 Separation approval (HR Manager)
| Field | Required? | Values / format (exact) | Source |
|---|
| Approve Exit Date | Not documented | Selected | Help › For Managers › Exit Management › Separation pending approvals |
| Reason to approve | Not documented | Entered | same |
| Reason for rejection | Not documented | Entered | same |
6.3 Termination
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee name | Not documented | Selected | Help › For Managers › Exit Management › Termination |
| Termination category | Not documented | Selected | same |
| Confirmation alert | Not documented | Yes to approve, No to cancel | same |
Backdated days allowed for termination: 0 to 60 days (HR Policies Rule 37). Help › For Admin › Employee Management › HR Policies
6.4 Termination Category (master)
| Field | Required? | Values / format (exact) | Source |
|---|
| Category | Not documented | Entered; duplicates not allowed. Examples listed: Low-quality of work, Arriving late to work, Misusing company time or resources, Insubordination, Harassment or inappropriate behavior | Help › For Admin › Exit Management › Termination Category |
| Status | Not documented | Active or Inactive through radio buttons | same |
6.5 Reason for Separation (master)
| Field | Required? | Values / format (exact) | Source |
|---|
| Reason | Not documented | Entered; duplicates not allowed. Examples listed (verbatim): "Better Prospect", Unsatisfactory pay scale, Health Issue, Office at distinct location | Help › For Admin › Exit Management › Reason for Separation |
| Status | Not documented | Active or Inactive through radio buttons | same |
7. Claims
7.1 Claim request (web, employee)
| Field | Required? | Values / format (exact) | Source |
|---|
| Reimbursement Type | Not documented | Example seen in a screenshot: "Food Charges" | Help › For Employee › Claims Management › Claims Request; [SS] §21.6 |
| Bill Number | Not documented | Entered | Help › For Employee › Claims Management › Claims Request |
| Bill Date | Not documented | Entered | same |
| Bill Amount | Not documented | Entered | same |
| Choose File (bill image) | Yes (SS) | Bill image is required with a 2 MB limit | Help › For Employee › Claims Management › Claims Request; [SS] §21.6 |
| Total Requested Amount | Auto | Shown with the bills | Help › For Employee › Claims Management › Claims Request |
| Description | Not documented | Entered before Submit | same |
Claim ID format seen in a screenshot: CL_GEN_<company>_<n>. [SS] §21.6
7.2 Claim and bill (mobile)
| Field | Required? | Values / format (exact) | Source |
|---|
| Applied Date | Auto | Current date displayed | Help › Mobile App › Claims Management › Claims Management by Employee |
| Bill Date | Not documented | Current date is the default | same |
| Reimbursement Type | Not documented | Selected | same |
| Bill No. | Not documented | Entered | same |
| Bill Amount | Not documented | Entered | same |
| Upload Image | Yes (SS) for the bill image | Image upload; File Name is a hyperlink to view the image | Help › Mobile App › Claims Management › Claims Management by Employee; [SS] §21.6 |
| Total Requested Amount | Auto | Total of added bills | same |
| Description | Not documented | Entered before Save | same |
| Verified Amount (manager) | Not documented | Displayed after Verify is chosen; each bill has its own Reject button | Help › Mobile App › Claims Management › Claim Pending Approvals |
| Rejected Reason | Not documented | Shown with the Rejected status | [SS] §21.6 |
7.3 Claim reports
Claims Employee Detailed Report columns: S.No, Applied On, Employee, Claim ID, Bill (Count), Requested Amount, Approved Amount, Receipt Number, Claims Status, Action On, Action By. Help › For Managers › Claims Management › Claims Approval
8. Timesheet
8.1 Client
| Field | Required? | Values / format (exact) | Source |
|---|
| Client | Not documented | Duplicate clients not allowed | Help › For Admin › Time Sheet Management › 1.1 Client |
| Contact Name | Not documented | Entered | same |
| Designation | Not documented | Entered | same |
| Contact Number | Not documented | Entered | same |
| Email | Not documented | Entered | same |
| Start Date | Not documented | Entered | same |
| Address | Not documented | Entered | same |
| Country, State, City | Not documented | Entered | same |
| Pin code | Not documented | Entered | same |
| Status | Not documented | Active or Inactive | same |
8.2 Project, Assign Team, Task, Project Roles
| Form | Documented fields | Source |
|---|
| Project | "Filling all fields"; field list Not documented; duplicates not allowed; status Active or Inactive. Project Summary columns in a screenshot: Client, Project, Project Manager, Estimated Days, Worked Hours, Status | Help › For Admin › Time Sheet Management › 1.2 Project; [SS] §21.8 |
| Assign Team | "Filling all fields"; field list Not documented; status Active or Inactive | Help › For Admin › Time Sheet Management › 1.3 Assign Team |
| Task | "Filling all fields"; field list Not documented; duplicates not allowed; status Active or Inactive | Help › For Admin › Time Sheet Management › 1.4 Task |
| Assign Task (manager) | "Filling all fields"; field list Not documented | Help › For Managers › Time Sheet Management › 3. Assign Task |
| Project Role | Field list Not documented; duplicates not allowed | Help › For Admin › Time Sheet Management › 1.5 Project Roles |
8.3 Timesheet entry (New Entry tab)
| Field | Required? | Values / format (exact) | Source |
|---|
| Date | Not documented | Entered | Help › For Employee › Time Sheet Management › 2.1 New Entry |
| Project | Not documented | Entered | same |
| Task | Not documented | Entered | same |
| Description | Not documented | Entered | same |
| Hours | Not documented | Entered | same |
| % | Not documented | Entered | same |
| Task Completed | Not documented | Check box | same |
Plus and minus icons add and delete records. When the HR Policies rule limiting timesheet hours to attendance hours is Yes, attendance for that day must exist to submit. Help › For Employee › Time Sheet Management › 2.1 New Entry. Screenshots show Task Cumulative Hours; history shows Percentage and Cumulative Hours. [SS] §21.11. Effort Variance columns: Planned vs Actual Hours, actual start and end dates, Variance %, computed as (Actual − Planned) / Planned. [SS] §21.8
9. CRM (Sales Pro Management and Spryple CRM)
9.1 Add Client (web)
| Field | Required? | Values / format (exact) | Source |
|---|
| Organization | Not documented | Entered | Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client |
| Contact Person | Not documented | Entered | same |
| Contact Number | Not documented | Entered | same |
| Address1 | Not documented | Entered | same |
| Country, State, City | Not documented | Entered | same |
| Description | Not documented | Entered | same |
Submit adds the client; Reset clears the fields. The web "Add client" button is configurable. Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard
9.2 Add Client (mobile)
| Field | Required? | Values / format (exact) | Source |
|---|
| Picture (camera) | Not documented | Taken by camera | Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client |
| Organization | Not documented | Entered | same |
| Contact Person | Not documented | Entered | same |
| Contact Number | Not documented | Entered | same |
| Email | Not documented | Entered | same |
| Address1, Address2 | Not documented | Entered | same |
| Country, State, City, Pin code | Not documented | Selected | same |
| Expected Price | Not documented | Entered | same |
| Description | Not documented | Entered | same |
A newly added client appears in the LEADS column of the Activity dashboard. Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client
9.3 Add Activity
| Field | Required? | Values / format (exact) | Source |
|---|
| Activity Type | Not documented | Types seen in screenshots: VISIT, CALL, MESSAGE, MAIL | Help › Mobile App › Sales CRM Mobile Application › 4.5.a Add Activity; [SS] §21.7 |
| Follow-up Date | Not documented | Selected | Help › For Employee › Sales CRM Web Application › 4.3.b Client Status |
| Follow-up Time | Not documented | Selected | same |
| Demo Status | Not documented | Values listed in the screenshot facts: Call For Demo, Demo Scheduled, Demo Pending, Demo Completed | same; [SS] §21.7 |
| Status | Not documented | Values in the text: Interested, Follow-up, Won, Lost, Not Interested | same |
| Final Price | Not documented | Displayed in the web form when Status is "Won"; the mobile form lists Final Price | same; Help › Mobile App › Sales CRM Mobile Application › 4.5.a Add Activity |
| Description | Not documented | Entered | same |
| Image-only activity | Not documented | Camera picture and Description, saved with Save | Help › Mobile App › Sales CRM Mobile Application › 4.2.2 Activities |
9.4 Client Associates
| Field | Required? | Values / format (exact) | Source |
|---|
| Associate Type | Not documented | Selected; master values created by admin | Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates; Help › For Admin › CRM Field Force Management › 1.3.a Associate Type |
| Qualification | Not documented | Selected; master values created by admin | Help › For Admin › CRM Field Force Management › 1.3.b Qualifications |
| Specialization | Not documented | Selected; master values created by admin | Help › For Admin › CRM Field Force Management › 1.3.c Specializations |
| Name | Not documented | Entered | Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates |
| Contact Number | Not documented | Entered | same |
| Email | Not documented | Entered | same |
Sample data seen: Associate Type "Doctor", Qualification "MBBS", Specialization "Cardiology/Dentist", with clients being hospitals. [SS] §21.7
9.5 Client Payments
| Field | Required? | Values / format (exact) | Source |
|---|
| Payment Method | Not documented | Payment methods seen in screenshots: CASH, CARD | Help › Mobile App › Sales CRM Mobile Application › 4.5.e Client Payments; [SS] §21.11 |
| Collected Amount | Not documented | Entered (web text says "Select Collected Amount") | same; Help › For Employee › Sales CRM Web Application › 4.3.b Client Status |
| Description | Not documented | Entered | same |
| Final Price | Read-only | Shown with Pending Amount | [SS] §21.7 |
| Pending Amount | Read-only | Shown | [SS] §21.7 |
The Client Payments tab appears only after a Final Price is given in Add Activity (manager mobile text). Help › Mobile App › Sales CRM Mobile Application › 5.5.e Client Payments
9.6 CRM admin masters
Demo Status, Status Master, Associate Type, Qualifications and Specializations each have a name field; duplicates are not allowed; status is Active or Inactive; making an item inactive requires transferring items to another value. Help › For Admin › CRM Field Force Management › 1.1 Demo Status; Help › For Admin › CRM Field Force Management › 1.2 Status Master; Help › For Admin › CRM Field Force Management › 1.3 Client Associate Type
9.7 Travel record columns and filters
- Filters: Select Employee, From Date, To Date, Minimum Visits. Defaults: All Employee for managers, the login employee name for employees, current date for dates, 0 for Minimum Visits.
Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals; Help › For Employee › Sales CRM Web Application › 4. 4 Travel Approvals
- Editable field "KM Revised"; a "Selected Records Summary" shows visits, traveled km and revised km before Verify or Reject.
[SS] §21.7
- Travel amount is revised km times rate (example ₹140 for 7 km).
[SS] §21.11
- Tracking log columns: 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
- Employee Summary Details: First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled, Total Activities.
Help › For Managers › CRM Field Force Management › 1.8.1 Employee Summary Details
9.8 Assignments report filters
Select Employee, Scheduled From Date, Scheduled To Date, Select Status. Defaults: All Employee, current date, All Status. Help › For Managers › CRM Field Force Management › 1.10 Assignments Report
10. Spryple Lite and LMS and Rewards
10.1 Lite Add Employee
| Field | Required? | Values / format (exact) | Source |
|---|
| Name | Not documented | Entered | Help › Mobile App › Spryple Lite › 4.1.1 Add Employee |
| Mobile Number | Not documented | Entered | same |
| Monthly Salary | Not documented | Entered | same |
| Shift | Not documented | Entered | same |
Configure User: face profile status is "Verified" or "Not Verified". Help › Mobile App › Spryple Lite › 4.1.2 Configure User
10.2 LMS course details (instructor)
| Field | Required? | Values / format (exact) | Source |
|---|
| Course Title | Not documented | Entered | Help › LMS Instructor › Course Builder |
| Tags | Not documented | Entered | same |
| Course Description | Not documented | Entered | same |
| Difficulty level | Not documented | Course Library filter values seen in screenshots: Beginner, Advance | same; [SS] §21.11 |
| Category | Not documented | Entered | Help › LMS Instructor › Course Builder |
| Prerequisites | Not documented | Entered | same |
| Course Image | Not documented | Uploaded | same |
| Module, Section and content | Not documented | Added on the Course Content page | same |
Review page then "Submit Course". Help › LMS Instructor › Course Builder. Certificate of Completion shows recipient name, course, date, tenant name, instructor signature and a Certificate ID such as CERT250811174612SELE10. [SS] §21.10
10.3 Rewards and Recognition (mobile HCM)
| Field | Required? | Values / format (exact) | Source |
|---|
| Employee name | Not documented | Dropdown | Help › Mobile App › Spryple HR › REWARDS & RECOGNITION |
| Recognition Type | Not documented | Types seen in screenshots: Birthday, Outstanding, Job Well Done, Congratulations, Performance-based recognition | same; [SS] §21.9 |
| Message | Not documented | Template text, editable; 145-character limit in screenshots | same; [SS] §21.9 |
11. Records and how they relate (as documented)
Each relationship below is stated explicitly in the documentation.
- A checklist is created per department and per type (Onboarding or Offboarding).
Help › For Admin › Employee Management › Checklist
- All master onboarding checklists are assigned to every new employee.
Help › For Managers › Employee Management › Onboarding Pending Checklist
- Offboarding checklists from the master screen are shown for an approved separation and for a terminated employee.
Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist; Help › For Managers › Exit Management › Termination
- A pay group holds a Start range and End range, and earnings and deductions.
Help › For Admin › Payroll Management › Pay group
- A pay group is assigned to an employee based on the CTC entered; pay groups matching the CTC are listed.
Help › For Managers › Payroll Management › Assign Pay Group
- Only Active pay groups appear in the Assign Pay Group section.
Help › For Admin › Payroll Management › Pay group configuration
- An employee's salary is calculated from the assigned pay group and its components.
Help › For Managers › Payroll Management › Assign Pay Group
- Reassigning changes the CTC with or without changing the pay group.
Help › For Managers › Payroll Management › Reassign Pay group
- Other Deductions are mapped to pay groups in Manage Other Deductions.
Help › For Managers › Payroll Management › Manage Other Deductions
- The payslip draws on Pay Group configuration and EPF/ESI settings.
Help › For Employee › Payroll Management › Pay Slips
- A Paid arrear shows in the employee's payslip view.
Help › For Admin › Payroll Management › Arrear Distribution History
- A submitted advance salary request shows in the Finance Manager Advance Salary Approval screen.
Help › For Employee › Payroll Management › Request Advance Salary
- A new work location carries a prefix and seed that drive employee-id generation.
Help › For Admin › Employee Management › Work Location
- A department or designation can be made inactive only after its employees are transferred.
Help › For Admin › Employee Management › Department; Help › For Admin › Employee Management › Designation
- A holiday applies to the entire company or to specific branches and is considered when leave duration is calculated.
Help › For Admin › Employee Management › Holidays
- A shift is assigned to employees; the shift rotation dropdown lists only admin-created shifts.
Help › For Admin › Employee Management › Shift; Help › For Managers › Attendance Management › Shift rotation Sequences
- An employee needs a shift assigned to submit a shift change request.
Help › For Employee › Attendance Management › Shift Change Request
- A bio-metric id is mapped to an employee id for biometric punches to record.
Help › For Admin › Attendance Management › Mapping ID's
- The HR Policies leave type for late-attendance deduction is chosen from leave types activated in leave policies.
Help › For Admin › Employee Management › HR Policies
- The advanced leave type uses the balance of the chosen Casual, Sick or Earned leave.
Help › For Admin › Leave Management › Advanced leave configuration
- Maternity and paternity leave depend on the employee's gender and marital status; wedding leave depends on marital status.
Help › For Admin › Leave Management › Maternity Leave Configuration; Help › For Admin › Leave Management › Paternity Leave Configuration; Help › For Admin › Leave Management › Wedding Leave configuration
- Claims verified by the manager appear in Claim Approval for the Finance Manager; approved claims are paid by the Finance Manager.
Help › For Admin › Claims Management › Claim Approval; Help › Mobile App › Claims Management › Claim Pending Approvals
- A travel record is verified by the manager and approved by the Finance Manager.
Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
- A client added for the first time shows under Leads; a changed Demo Status moves it to the matching column; other activity statuses move it to Future Leads.
Help › For Managers › CRM Field Force Management › 1.2 Clients
- A manager can assign an activity to another employee when the employee who created the client is not available.
Help › For Managers › CRM Field Force Management › 1.2 Clients
- Client Associate Type, Qualification and Specialization values come from admin masters.
Help › For Admin › CRM Field Force Management › 1.3 Client Associate Type
- A project has a client; a project summary shows Client, Project and Project Manager.
Help › For Admin › Time Sheet Management › 1.2 Project; [SS] §21.8
- A device change requires manager approval at the next login in CRM.
Help › For Managers › CRM Field Force Management › 1.7 Device Approvals
- Employee documents uploaded by the employee need HR approval; documents uploaded by HR are automatically approved.
Help › For Managers › Employee Management › Document Approval
- When the HR Manager completes all checklist items and selects No Due, the checklist status changes from Pending to Completed.
Help › For Managers › Employee Management › Onboarding Pending Checklist
- On successful addition of a new hire and required information, an email is sent to the Admin to create the credentials for the new employee; the Admin creates them and the employee then receives them.
Help › For Managers › Employee Management › Employee Directory
- Face-recognition status is Verified when an image is uploaded and Not Verified otherwise.
Help › Mobile App › Spryple HR › Capture Employee Image
- Payroll leave window and payroll window are the same when Pay Schedule is set to Yes.
Help › For Admin › Payroll Management › Pay Schedule
12. Conflicts and gaps inside the documentation
- New Hire email: the text lists "Email"; the screenshot note says the field is a personal email that is optional.
Help › For Managers › Employee Management › Adding New Hire; [SS] §21.2
- Pay Schedule: the Admin page tells the user to select "Organization working days" for the working-days basis; the Manager page names "Actual days in a month" for both bases.
Help › For Admin › Payroll Management › Pay Schedule; Help › For Managers › Payroll Management › Pay Schedule
- HR Policies Rule 2 is titled maximum length and its text says minimum length.
Help › For Admin › Employee Management › HR Policies
- The Roles & Permissions section repeats the Users Login text.
Help › For Admin › Employee Management › Roles & Permissions
- The Advance Salary Report section heading has no body text.
Help › For Managers › Payroll Management › Advance Salary Report