Devices, integrations & dependencies
Fact-only chapter. Every statement comes from the Help Center crawl (breadcrumbs in backticks), or from screenshot and store-listing facts in [SS] §21.x (tagged Observed-SS or Observed). Where the documentation is silent, the text says Not documented. Nothing here is inferred, compared or recommended. Wording inside double quotes is copied from the source.
1. Devices and external services
1.1 Biometric devices and Mapping IDs
What the documentation says:
- The Mapping ID's page lives in the Attendance module: "Click on Mapping Id's page in Attendance module." (
Help › For Admin › Attendance Management › Mapping ID's). - Question as written: "How to map the Bio-metric with Employee ID?" (
Help › For Admin › Attendance Management › Mapping ID's). - "Note: Admin need to map the employee Id & Bio-metric id to get the employee attendance punched into application. ..." (the sentence ends by stating that both Ids are mapped) (
Help › For Admin › Attendance Management › Mapping ID's). - Steps: "Enter Bio metric id and Select the Employee name to map that bio-metric number." then "Click on the submit button to save the changes." (
Help › For Admin › Attendance Management › Mapping ID's). - Result: "Now employee Bio-metric punches will record, and employee can see in his employee Dashboard." (
Help › For Admin › Attendance Management › Mapping ID's).
What it does not say: device brands or models, connection protocol, how punches travel from the device to the application, supported device types, device settings, offline behaviour. All Not documented.
1.2 Face recognition and Capture Employee Image
What the documentation says:
- Spryple HCM: "In this feature the manager can configure their employees' facial recognition profiles"; status is "Verified" when facial recognition is uploaded, otherwise "Not Verified"; the manager can view, Recapture, delete and capture again (
Help › Mobile App › Spryple HR › Capture Employee Image). - Spryple HCM: employee "can be able to self-check in/self-checkout his/her face configuration" (
Help › Mobile App › Spryple HR › Applying Attendance Request by Employee). - Spryple Lite: "manage their facial recognition profiles"; "camera access for facial recognition" (
Help › Mobile App › Spryple Lite › 4.1.2 Configure User); the app is described as an "Employee Attendance Facial Recognition App" (Help › Mobile App › Spryple Lite › 1.1 Overview). - Screenshot: a manager or receptionist enrols the face (Verified or Not Verified); the kiosk "Face Detections" screen offers All or Select employees, a camera preview, Capture and a camera flip; no liveness or anti-spoof cue was visible (
[SS] §21.3). - Sales CRM Mobile: Punch In requires the Take Picture button, and "Punch In/out image is captured" (
Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out). Face matching in the CRM app: Not documented. - A detail popup in a screenshot shows the first and last check-in photos (
[SS] §21.3).
What it does not say: the face-matching method, accuracy, thresholds, storage location or retention of images, liveness checks, what happens on a failed match. All Not documented.
1.3 Geo-fencing
What the documentation says:
- "Configure Location: In this feature the manager can configure the location"; "Employee can check in and check out based on configured geo location" (
Help › Mobile App › Spryple HR › Configure Location). - Receptionist check-in happens "in configured geo location" (
Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login). - Screenshot: a per-branch "Branch Location" screen with "Geo fencing Radius", 200 m in the example; the options are not shown (
[SS] §21.3). - Work Location setup in the web application: "User can select current location (or) search Location" and "Click Location icon" (
Help › For Admin › Employee Management › Work Location).
What it does not say: the radius range or options in the text, what happens when an employee is outside the radius, whether the radius applies to the CRM app, which map or location service supplies the search. All Not documented.
1.4 GPS monitoring modes
What the documentation says:
- "Assigned employees Live Tracking will be displayed in the dashboard map." Live tracking defaults to the current day; past dates can be selected (
Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring). - "Manager can also check for employee's mobile battery percentage after they punch in and start tracking location" (
Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring; same sentence inHelp › For Super Admin › CRM Field Force Management › 1.1 GPS Monitoring). - 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). - Two modes (screenshot): Point-to-Point (route built only from punch-in, punch-out and visit activities) and GPS Monitoring (continuous movement from punch-in to punch-out). Tracking requires the employee to be logged into the CRM app with location permission and internet (
[SS] §21.7). - Android location prompt (precise or approximate, "while using the app") is preceded by an in-app disclosure "Allow Spryple CRM to track your activity" (
[SS] §21.7). - Visit location verification icons show client location matched, not matched or not available (
[SS] §21.7). - Device change: "next login device requires approvals from the Manager" (
Help › For Managers › CRM Field Force Management › 1.7 Device Approvals).
What it does not say: tracking interval, accuracy, how a mode is assigned to an employee, behaviour with no network, battery-saving behaviour. All Not documented.
1.5 Google Maps
- The map is Google Maps, with Map and Satellite views (
[SS] §21.7). - Google Maps in the text pages: Not documented. API usage, pricing and keys: Not documented.
1.6 Excel uploads and their templates
What the documentation says:
- Employee Management, Excel Upload: "HR Manager can also dump multiple employee's data through Excel upload"; "User click on Select File option and uploads Excel file"; "Uploaded excel file with employee's data is uploaded, and data is saved in employee directory"; "HR manager can also download the data by clicking on button" (
Help › For Managers › Employee Management › Excel Upload). - Attendance, Excel Upload: Excel Upload option in the left menu; "select a file" button; file explorer opens; the manager sees the selected file information in a table; "submit" saves the data (
Help › For Managers › Attendance Management › Excel Upload). - Template: "Note: Implementation team will provide the suggested Excel sheet" (
Help › For Managers › Attendance Management › Excel Upload). - The Sales Manager web menu also includes Excel Upload (
[SS] §21.7).
What it does not say: column layout of any template, file size limit, row limit, validation rules, error messages, whether an Employee Management template is provided by the implementation team (the note appears only on the Attendance page). All Not documented.
1.7 PDF and Excel exports
What the documentation says (representative; each sentence is from its page):
- Attendance reports: "Manager can download his/her employee's information, by clicking on Excel & PDF icons" (
Help › For Managers › Attendance Management › Summary Report); Detailed (Help › For Managers › Attendance Management › Manager Detailed Report); Late Attendance (Help › For Managers › Attendance Management › Late Attendance Report); Extra Days and Penalty Days "download PDF and Excel" (Help › For Managers › Attendance Management › Extra Days,Help › For Managers › Attendance Management › Penalty Days). - Punch Summary and Missed Punch: Excel download (
Help › For Admin › Attendance Management › Punch Summary Report,Help › For Admin › Attendance Management › Missed Punch Report). - Leave reports: Employee wise, Summary and Payroll reports in Excel and PDF (
Help › For Managers › Leave Management › Employee wise Report,Help › For Managers › Leave Management › Summary Report,Help › For Managers › Leave Management › Payroll Report). - ESI report: "download it in the form of PDF or Excel" (
Help › For Managers › Payroll Management › ESI Report). - Payslip: "Click on download Icon to download the pay slip" (
Help › For Employee › Payroll Management › Pay Slips). - Claims, Timesheet and CRM reports: Excel and PDF icons (
Help › For Managers › Claims Management › Claims Approval,Help › For Managers › Time Sheet Management › 5. Summary Report,Help › For Managers › CRM Field Force Management › 1.3 Attendance Summary Report). - Employee reports: "HR manager can download the reports by clicking on button" (
Help › For Managers › Employee Management › Employee Reports); a screenshot shows a column chooser, filter and download ([SS] §21.2).
What it does not say: file layout, branding, password protection, row limits, scheduled exports. All Not documented.
1.8 Email
What the documentation says (each is an email the product sends, as written):
- Onboarding: "an Acknowledgement form will be sent to employee's email" (
Help › For Managers › Employee Management › Adding New Hire). - Credentials: "an email is sent to Admin to create the Credentials to the New Employee" (
Help › For Managers › Employee Management › Employee Directory). - Document approval: employee receives an email on approval or rejection (Re-Upload); HR manager receives an email on re-upload (
Help › For Managers › Employee Management › Document Approval). - Induction: "Selected employees receive the Email regarding the Induction Program"; edits and cancellations are also emailed (
Help › For Managers › Employee Management › Induction Program). - Password reset: "User will receive Reset username mail from HR Department" and the password and combined variants (
Help › For Admin › Employee Management › Employee Password Reset). - Timesheet: "By click on Send Notification button email will be sent to employee about pending request" (
Help › For Managers › Time Sheet Management › 4.3 Defaulters). - Reminders: onboarding and offboarding "Send Automatic Reminders" can be enabled or disabled (
Help › For Admin › Employee Management › Onboarding Settings,Help › For Admin › Exit Management › Offboarding Settings). The channel for these reminders is stated as "Reminder messages"; email is not named there. - Screenshot: the pre-onboarding link is sent from
no-reply@spryple.comwith the subject "Welcome to Spryple" and expires after 24 hours; the credentials email carries the login URL, Company Code, Username and password ([SS] §21.2). - Screenshot: on the Employee Password Reset form, a note says that if the employee has no office email, the admin must write down the credentials and share them manually (
[SS] §21.12).
What it does not say: the mail provider, templates, delivery tracking, SMS or WhatsApp channels. All Not documented.
1.9 EPF portal
- "In this screen, User can see the all the employee EPF Deductions. Users can upload this data to EPF portal by downloading this report" (
Help › For Managers › Payroll Management › EPF Report). - EPF rules the admin can change: "Employee contribution and Employer's contribution & Admin charges, EDIL contribution" (
Help › For Admin › Payroll Management › EPF).
What it does not say: any direct integration, API, file format required by the portal, challan or return generation. All Not documented. The documented step is a manual download followed by a user upload.
1.10 Banks and the bank PDF
- "In this screen, User will get the all the payslip generated employee's salary details with bank account information. User can download the PDF to submit banks" (
Help › For Managers › Payroll Management › Monthly Payroll Report (View generated Payroll)). - Bank Master: Finance admin enters Bank Name, IFSC Code, Account Number, Address1, Address2 and selects Country, State, City, Status, Is EPF, Is ESI, Is Professional Tax (
Help › For Admin › Payroll Management › Bank Master). - Bank Wise Salary Summary: select Month and Year and a Bank Name; ESI, EPF and PT amounts and pay group totals are displayed; submit stores the data (
Help › For Managers › Payroll Management › Bank Wise Salary Summary). - Payslip layout in a screenshot includes a Bank block with Name, Account and IFSC (
[SS] §21.11).
What it does not say: bank-specific file formats, direct bank payment, bank API or net-banking integration, bank names supported. All Not documented.
2. Cross-module dependencies stated in the documentation
Only explicit links are listed. The Dependency column is quoted or closely copied from the source.
| From | To | Dependency (exact) | Source |
|---|---|---|---|
| HR Policies Rule 35 | Missed Punch Report | "Rule 35: Is default punch out time to be populated if out punch is missed- User can select Yes or No"; "If select Yes -missed punch report is display" | Help › For Admin › Employee Management › HR Policies |
| HR Policies Rule 35 | Missed Punch Report (Attendance) | "Is default punch out time to be populated if out punch is missed-Yes (if policy yes then only display the data)" | Help › For Admin › Attendance Management › Missed Punch Report |
| HR Policies Rule 35 | Punch Summary Report | Same note: "if policy yes then only display the data" | Help › For Admin › Attendance Management › Punch Summary Report |
| Leave policies | HR Policies Rule 24 | "Rule 24: Which leave type is to be used for deducting leave in case of exceeding late attendances per month? User can select Leave type which are activated in the leave policies from the drop downs" | Help › For Admin › Employee Management › HR Policies |
| HR Policy on timesheet hours | Timesheet New Entry | "In HR Policies If 'Do you want to limit the timesheet entry hours to attendance hours of that day?' rule is selected as 'Yes' then user ... have attendance for that day to submit Timesheet." (wording trimmed at the ellipsis) | Help › For Employee › Time Sheet Management › 2.1 New Entry |
| Pay schedule window | Extra Days | "Based on pay schedule window extra days will display in table" | Help › For Managers › Attendance Management › Extra Days |
| Pay schedule window | Penalty Days | "Based on pay schedule window penalty days will display in table" | Help › For Managers › Attendance Management › Penalty Days |
| Pay Schedule | Salary generation | "Based on these configurations, Employees salary will generate" | Help › For Admin › Payroll Management › Pay Schedule |
| HR Policies Rules 43 to 45 | Pay slip and Extra Days report | "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." | Help › For Admin › Employee Management › HR Policies |
| HR Policies Rules 46 to 48 | Penalty report and pay slip | "If user select penalty week off day as 'Sunday' based on condition amount will be deducted and display in penalty report and pay slip." | Help › For Admin › Employee Management › HR Policies |
| Payroll Policies Rule 14 | Pay slip | "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." | Help › For Admin › Payroll Management › Payroll Policies |
| Pay group, EPF and ESI settings, arrears and others | Payslip | "All salary calculations are based on Pay Group configuration and EPF/ESI settings, including Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount, and Extra Days amount, which are displayed in the payslips." | Help › For Employee › Payroll Management › Pay Slips |
| Arrear Distribution | Payslip | "Once the payment is completed and the status is changed to 'Paid,' the arrear amount will also be displayed in the employee's payslip view screen." | Help › For Admin › Payroll Management › Arrear Distribution History |
| Pay group | Employee salary | "Employee salary will be calculated based on this pay group and components"; the CTC breakdown calculation "will change based on EPF configuration" | Help › For Managers › Payroll Management › Assign Pay Group |
| Pay group configuration | Payslip | "User can change the component name as they wish. It will reflect in Pay slip." | Help › For Admin › Payroll Management › Pay group configuration |
| Finance Manager Monthly Payroll | Employee Payslip view | "Only Finance Manager can generate payslip to the employees and employee can view pay slip in his/her login credentials in Payroll Management module" | Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll) |
| Attendance Regularization | Leave (including Loss of Pay) | "Employee can apply leave by clicking on leave request icon"; "If employee has leave types that regular leaves will display in dropdown, if employee does not have regular type of leaves in dropdown only Loss of Pay will display." | Help › For Employee › Attendance Management › Attendance Regularization |
| Manager Attendance Regularization | Leave | "Click on leave request icon, confirmation message will be displayed 'Click on 'Yes' to submit and approve the leave request.'" | Help › For Managers › Attendance Management › Manager Attendance Regularization |
| Comp-off policy (week-off work) | Comp-off | "Rule3: Whether working on week off days is considered for comp-off" (Yes or No) | Help › For Admin › Leave Management › Comp-off leave Configuration |
| Comp-off policy (holiday work) | Comp-off | "Rule4: Whether working on Company Holidays is considered for comp-off?" (Yes or No) | Help › For Admin › Leave Management › Comp-off leave Configuration |
| Holidays | Leave duration | Holidays "will be taken into consideration while calculating leave duration" | Help › For Admin › Employee Management › Holidays |
| Mapping IDs | Attendance dashboard | "Admin need to map the employee Id & Bio-metric id to get the employee attendance punched into application" | Help › For Admin › Attendance Management › Mapping ID's |
| Claim verified by Manager | Finance Manager (web) | "Verified records are shown in the web application for Finance Manager"; "Verified claims are approved by the Finance Manager from a web application"; "Approved records can be paid from Finance Manager Login in web application, later the status is updated to 'Paid'" | Help › Mobile App › Claims Management › Claim Pending Approvals |
| Claim verified by Manager | Claim Approval (web) | "Claims verified by the Manager are displayed in 'Claim Approval' for Finance Manager" | Help › For Admin › Claims Management › Claim Approval |
| Travel record verified by Manager | Finance Manager | "If the travel record is Approved by the Finance Manager, it will appear under the 'Approved' tab" | Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals |
| Travel record (Manager or Finance Manager) | Rejected tab | "If the manager or Finance Manager rejects the travel record, it will be displayed under the 'Rejected' tab" | Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals |
| Advance salary request | Finance Manager | "Submitted request will be display in 'Finance manager login -Advance Salary Approval screen'"; "Minimum 1 month payslip is required to employee advance salary request" | Help › For Employee › Payroll Management › Request Advance Salary |
| Employee Directory | Admin credentials creation | "an email is sent to Admin to create the Credentials to the New Employee" | Help › For Managers › Employee Management › Employee Directory |
| Web application | Mobile app accounts | "The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use" | Help › Mobile App › Spryple HR › 2.1 Account Creation |
| Mobile attendance | Web dashboard | "user can be able to see check-in/checkout timings in web application dashboard" | Help › Mobile App › Spryple HR › Applying Attendance Request by Employee |
| Sales Executive mobile | Web Client List | "Sales Executive added clients through mobile are displayed in Client List" | Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status |
| Mobile Claims Management | Web Claims Report | "All Claims Reports are available in 'Claims Report' in web application in Claims Management module" | Help › Mobile App › Claims Management › Claim Pending Approvals |
| Employee device change | Manager approval | "next login device requires approvals from the Manager" | Help › For Managers › CRM Field Force Management › 1.7 Device Approvals |
| HR Policies change | Existing employees | "If the user updates any HR Policies configuration, those changes do not affect existing employees. The newly made changes affect newly created/added employees." | Help › For Admin › Employee Management › HR Policies |
| Payroll Policies Rule 3 | Salary | Rule 3 on overtime amount included in salary (Yes or No) | Help › For Admin › Payroll Management › Payroll Policies |
| Locations added by admin | Professional Tax (View) | "State names will be displayed based on locations added by admin" | Help › For Managers › Payroll Management › Professional Tax (View) |
Notes on the table:
- The timesheet rule is quoted from the Timesheet page; the HR Policies page lists Rules 1 to 48 and the crawl of that page does not contain this timesheet rule. Its rule number: Not documented.
- The Missed Punch Report is documented in two places with the same Rule 35 link (HR Policies and the report pages).
2.1 Flowchart of the stated dependencies
3. Roles and access as documented
3.1 How the Help Center is organised by role
The Help Center index groups pages as For Super Admin, For Admin, For Managers, For Employee, For Mobile Apps and LMS Instructor (Help; Help › Mobile App; Help › LMS Instructor). The breadcrumb tree uses the same groups (spryple-feature-tree.md contents: For Super Admin, For Admin, For Managers, For Employee, Mobile App, LMS Instructor).
3.2 Roles & Permissions repeats Users Login
- The Roles & Permissions section contains the same four statements as Users Login: "Admin can Create a Username and Password for the employees."; "By clicking on Edit icon Employee name and Official Email ID is displayed in fields"; "User can add Username in User ID field, password displays default to 'Welcome1!' (Employee can update password in Employee's login)"; "After adding User ID, Click on Submit button to Create User Credentials." (
Help › For Admin › Employee Management › Users Login;Help › For Admin › Employee Management › Roles & Permissions). - The Roles & Permissions section reuses the same screenshot files as Users Login (image-35 and image-36) (
[SS] §21.12, tagged Observed). - The Help Center therefore documents no permission model: which role can open which screen, role creation, editing a role, and permission lists are Not documented.
- The only role-assignment statement is a field: "assign Employee Role" in an employee's Work Information (
Help › For Managers › Employee Management › Employee Directory). The list of selectable roles is Not documented. - The Payroll menu role groups seen in a screenshot are Finance Admin, Finance Manager, HR Manager and SuperAdmin; the SuperAdmin group has only "Employee Paygroup List" (
[SS] §21.5).
3.3 Every role name that appears, and what the documentation says it can do
| Role name | What the documentation says | Source |
|---|---|---|
| Super Admin | Logs in with Company Code, Username, Password; sees a main dashboard with Employee Count By Location, Employee Count, Attendance By Work Type, Leaves, Payroll Amount by Department by Month and other tiles; sees branch wise and manager wise live tracking, client reports, activity reports and monthly attendance reports in CRM; can see and edit common leave rules; downloads Timesheet reports | Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard; Help › For Admin › CRM Field Force Management › 2.1 GPS Monitoring; Help › For Admin › CRM Field Force Management › 1.4 Leave Policies; Help › For Super Admin › Time Sheet Management › 2. Summary Report |
| Admin | "Admin can configure the HR Policies"; maps employee Id and biometric id; creates Username and Password for employees; changes EPF configuration rules; selects leave window dates in Pay Schedule | Help › For Admin › Employee Management › HR Policies; Help › For Admin › Attendance Management › Mapping ID's; Help › For Admin › Employee Management › Users Login; Help › For Admin › Payroll Management › EPF; Help › For Admin › Payroll Management › Pay Schedule |
| Manager | Approves attendance, leave, comp-off and claims; downloads employee reports; uses Excel Upload in Attendance; checks Live Tracking and battery percentage in CRM; verifies or rejects Team Travel records | Help › Mobile App › Spryple HR › 3.1 Main Screen; Help › For Managers › Attendance Management › Excel Upload; Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring; Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals |
| Reporting Manager | "Reporting manager can approve or reject the attendance requests"; sees Shift wise Report; receives shift change requests; HR Manager can update the Reporting Manager | Help › For Managers › Attendance Management › 1) Approve from Main Dashboard; Help › For Managers › Attendance Management › Shift wise Report; Help › For Employee › Attendance Management › Shift Change Request; Help › For Managers › Employee Management › Employee Directory |
| HR Manager (also written HR) | Adds Work Information (Official Email, Employment Type, Employee Role, location, Designation, Department, reporting manager); uploads documents on behalf of employees; approves or rejects documents; edits and cancels Induction Programs; uploads Excel employee data | Help › For Managers › Employee Management › Employee Directory; Help › For Managers › Employee Management › Document Approval; Help › For Managers › Employee Management › Induction Program; Help › For Managers › Employee Management › Excel Upload |
| HR Department | Sends the Reset username, Reset password and combined reset mails | Help › For Admin › Employee Management › Employee Password Reset |
| Finance Admin | Logs in with finance admin credentials and opens the Payroll module; enters Bank Master details; opens Payroll Policies and Variable DA Configuration | Help › For Admin › Payroll Management › Finance Admin; Help › For Admin › Payroll Management › Bank Master; Help › For Admin › Payroll Management › Payroll Policies; Help › For Admin › Payroll Management › Variable DA Configuration |
| Finance Manager | Logs in with finance manager credentials and opens the Payroll module; Finance Dashboard; "Only Finance Manager can generate payslip"; reassigns pay groups; enters other deductions; Professional Tax Report; approves verified claims and travel records; sees Advance Salary Approval; sees a Claims dashboard with Claims Count by Status, Claims Scorecard and Settlement Ratio | Help › For Managers › Payroll Management › Finance Manager; Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll); Help › For Managers › Payroll Management › Reassign Pay group; Help › For Managers › Payroll Management › Other Deductions; Help › For Admin › Claims Management › Claim Approval; Help › For Employee › Payroll Management › Request Advance Salary; Help › For Admin › Claims Management › Claim Management for Finance Manager |
| Employee | Applies attendance, leave and comp-off requests; views payslips and CTC history; requests advance salary; submits timesheets; submits claims; edits profile picture; Employee dashboard shows present month attendance and leave balance | Help › Mobile App › Spryple HR › 3.1 Main Screen; Help › For Employee › Payroll Management › Pay Slips; Help › For Employee › Payroll Management › Request Advance Salary; Help › For Employee › Time Sheet Management › 2.1 New Entry; Help › For Employee › Employee Management › Edit Profile; Help › For Employee › Employee Management › (intro) |
| Receptionist | Front Office Check In and Check Out for added employees (Spryple HCM); lets added employees check in and out (Spryple Lite) | Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login; Help › Mobile App › Spryple Lite › 4.5 Receptionist Login |
| Sales Manager | "The Manager has the features to Punch In/Punch Out, GPS Monitoring, Add Clients, Add Activity, Leave Request, Attendance Summary Reports, Attendance Detailed Reports, Clients Report" | Help › For Super Admin › CRM Field Force Management › Sales Manager |
| Sales Executive | Adds clients, applies leave and sees available leave balance and the reporting manager name; added clients appear in Client List | Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client; Help › For Employee › Sales CRM Web Application › 4. 5 Leave Request; Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status |
| Field Executives | Named as account holders in the Claims mobile Account Creation line; no other feature is attached to this name | Help › Mobile App › Claims Management › 2.1 Account Creation |
| Instructor (LMS) | Adds course details, modules, sections and content in Course Builder; Instructor dashboard shows Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses; Reports show enrolled, completed, Badges, Points, Certificates counts | Help › LMS Instructor › Course Builder; Help › LMS Instructor › Dashboard; Help › LMS Instructor › Reports |
Screenshot-only role-related items: the Project Summary grid has a "Project Manager" column ([SS] §21.8); the Induction Program list has a "Conduct By" column ([SS] §21.2); onboarding checklist items carry a Department and an "Approver Name" ([SS] §21.2). These are column names; role definitions behind them are Not documented.
3.4 Not documented (roles and access)
- The permission model, role creation, role-to-screen mapping and per-role permission lists.
- How a user is given more than one role.
- What "Employee Role" values exist in the Employee Directory field.
- Whether Field Executives, Sales Executive and Employee are separate roles or the same role.
- Whether HR, HR Manager and HR Department are separate roles.