Glossary
Fact-only. Each term is given as the Help Center uses it: a quote or a close paraphrase, with the breadcrumbs where it is used. Where the Help Center gives no definition the cell says "Not defined in documentation; used in:" and lists where the term is used. Terms from screenshots carry
[SS] §21.x. No term is explained from outside knowledge.
Organisation, identity and onboarding
| Term | Meaning as documented | Where used |
|---|---|---|
| Company Code | Not defined in documentation; used in: login fields "Company Code, Username, Password". | Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard · Help › For Employee › Attendance Management › Login · Help › Mobile App › Spryple HR › Applying Attendance Request by Employee |
| Super Admin | Not defined in documentation; used in: has the Super Admin Dashboard and branch-wise and manager-wise reports. | Help › For Super Admin · Help › For Admin › CRM Field force management › 2.1 GPS Monitoring |
| Admin | "Admin can Create a Username and Password for the employees." Also edits masters, HR Policies and leave policies. | Help › For Admin › Employee Management › Users Login |
| HR Manager | Role that adds new hires, approves documents, manages checklists, induction and separation approvals. Not defined as a term. | Help › For Managers › Employee Management › Login with HR manager to Add an Employee · Help › For Managers › Exit Management › Separation pending approvals |
| Finance Admin | Not defined in documentation; used in: login for payroll configuration (the section opens with login using finance admin credentials, then the Payroll module). | Help › For Admin › Payroll Management › Finance Admin |
| Finance Manager | Not defined in documentation; used in: generates payslips, approves claims verified by the manager and travel records, and sees Advance Salary Approval. | Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll) · Help › For Admin › Claims Management › Claim Approval · Help › For Employee › Payroll Management › Request Advance Salary |
| Receptionist | Not defined in documentation; used in: login so that added employees can check in and check out. | Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login · Help › Mobile App › Spryple Lite › 4.5 Receptionist Login |
| Company Information | "All information about the company, the company name, location, and other company details can be defined here." | Help › For Admin › Employee Management › Company Information |
| Work Location | A location with Address1, Address2, Branch Location, Country, State, City, Pin code, Prefix and seed. | Help › For Admin › Employee Management › Work Location |
| Prefix and seed | "Prefix is a character string which is same for all the employees of a location. Ex: 'GOGL'"; "Seed value is the value that you want the employee-id generation to start from." | Help › For Admin › Employee Management › Work Location |
| Branch Location | "short name, for ex. Kukatpally – like KP". | Help › For Admin › Employee Management › Work Location |
| New Hires | Screen listing added employees with status Hired; a Joined or Hired radio button filters the list. | Help › For Managers › Employee Management › Adding New Hire |
| Candidate Data | "If Employee does not have registered email, HR can add the employee information in 'CANDIDATE DATA' in New Hires." | Help › For Managers › Employee Management › Adding New Hire |
| Joining Formalities | Button; "If employee filled all the information through received link, HR manager can see that information by clicking on 'Joining Formalities' Button and data will be saved in 'Employee Directory'." | Help › For Managers › Employee Management › Employee Directory |
| Employee Directory | Screen where HR adds personal, work, contact, family, contract/promotions, bank, work experience, education and document information. | Help › For Managers › Employee Management › Employee Directory |
| Document Approval | Screen where employee-uploaded documents are viewed and approved or rejected by HR; "If HR uploaded documents on behalf of an employee, then they are automatically approved." | Help › For Managers › Employee Management › Document Approval |
| Onboarding checklist | "Checklist is used to lists different tasks, activities (Onboarding and Offboarding)." Created with a radio button for Onboarding or Offboarding, a Department and a name. | Help › For Admin › Employee Management › Checklist · Help › For Managers › Employee Management › Onboarding Pending Checklist |
| Offboarding checklist | The checklist items from the master that are shown for an employee after separation approval or termination. | Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist |
| No Due | Button "enabled" when all checklist items are closed or done; selecting it and submitting changes checklist status from Pending to Completed. | Help › For Managers › Employee Management › Onboarding Pending Checklist · Help › For Managers › Exit Management › Termination |
| Induction | "Induction is the process of introducing a new employee to the company culture and processes with the aim of bringing them up to speed as quickly as possible as well as making them feel socially comfortable and aware of their professional responsibilities." | Help › For Admin › Employee Management › Induction |
| Induction Program | A program HR creates, then assigns employees to; assigned employees receive emails. Program list columns: Program Type, Department, Conduct By, Date, Start/End Time, Status. | Help › For Managers › Employee Management › Induction Program · [SS] §21.2 |
| Onboarding Settings | Switches for "Send Automatic Reminders" and "Probation Period" with a Probation Period (In Months) dropdown. | Help › For Admin › Employee Management › Onboarding Settings |
| Offboarding Settings | Switches for automatic reminders and Notice Period with a Notice Period (In Days) dropdown. | Help › For Admin › Exit Management › Offboarding Settings |
| Probation Period | Not defined in documentation; used in: Onboarding Settings (months) and HR Policies Rules 11 and 12 (days). | Help › For Admin › Employee Management › Onboarding Settings · Help › For Admin › Employee Management › HR Policies |
| Notice Period | Not defined in documentation; used in: Offboarding Settings, HR Policies Rules 14 and 15, separation form (value 30, Relieving Date auto-computed). | Help › For Admin › Exit Management › Offboarding Settings · [SS] §21.11 |
| Messages Master | "All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on." Messages can be edited and saved. Separate masters exist for Attendance, Leave and Payroll. | 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 |
| HR Policies | Admin screen with 48 numbered configuration rules for password, onboarding and offboarding reminders, probation, notice, week offs, shifts, late attendance, regularization, break and grace durations, extra days and penalty. | Help › For Admin › Employee Management › HR Policies |
| Announcements | "Announcements are used to share important information with employees." Statuses: Published, Save as Draft, Completed, Cancelled. | Help › For Admin › Employee Management › Announcements |
| Roles & Permissions | Not defined in documentation; the section text is the same as Users Login. | Help › For Admin › Employee Management › Roles & Permissions |
| Department Designation Mapping | Select Department, select Designation, Submit; linked to HR Policies Rule 36 "Is mapping required between departments & designations?". | Help › For Admin › Employee Management › Department Designation Mapping |
| Employee Reports | HR Manager selects column names and downloads reports. Column chooser, filter and download are shown. | Help › For Managers › Employee Management › Employee Reports · [SS] §21.2 |
Attendance and shifts
| Term | Meaning as documented | Where used |
|---|---|---|
| Day-status codes (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 |
| P (Present) | Day-status code for Present. | [SS] §21.3 |
| A (Absent) | Day-status code for Absent. | [SS] §21.3 |
| W (Week-off) | Day-status code for Week-off. | [SS] §21.3 |
| L (Leave) | Day-status code for Leave. | [SS] §21.3 |
| H (Holiday) | Day-status code for Holiday. | [SS] §21.3 |
| HD (Half Day) | Day-status code for Half Day. | [SS] §21.3 |
| WP (Week-off Present) | Day-status code for Week-off Present. | [SS] §21.3 |
| HP (Holiday Present) | Day-status code for Holiday Present. | [SS] §21.3 |
| HL (Half-day Leave) | Day-status code for Half-day Leave. | [SS] §21.3 |
| Shift | "Shift is used to assign shift to an Employee in company"; has Shift Name, Description, Start Time, End Time, Total Hours (auto-populated), Grace Period and Overtime duration. | Help › For Admin › Employee Management › Shift |
| Grace Period | In the Shift form: In Time and Out Time with "Number of lates is more than" and "Deduct leave count". HR Policies Rules 40 to 42 give grace periods in minutes for late attendance, lunch and tea break. | Help › For Admin › Employee Management › Shift · Help › For Admin › Employee Management › HR Policies |
| Overtime duration | "User can add Allow minimum number of work hours per day as per company rules." | Help › For Admin › Employee Management › Shift |
| OT hours / Overtime Report | "If an employee works more than the shift hours, the extra hours will be considered as OT hours and displayed in the Overtime Report table." | Help › For Managers › Attendance Management › Overtime Report |
| Productive Hours | Not defined in documentation; used in: Attendance Summary Report columns First In, Last Out, Total Hours, Productive Hours, OT Hours, Permission Hours. | Help › For Super Admin › Attendance Management › Attendance Summary Report |
| Week Off | Day assigned per employee by the manager through a weekly-off checkbox; default week offs set in HR Policies Rules 16 to 18. | Help › For Managers › Attendance Management › Week off configuration · Help › For Admin › Employee Management › HR Policies |
| Shift rotation sequence | A rotation with a name and an ordered list of admin-created shifts; assigned to employees and reassigned with a start shift and an applicable date. | Help › For Managers › Attendance Management › Shift rotation Sequences · Help › For Managers › Attendance Management › Assign Rotation Shift · Help › For Managers › Attendance Management › Reassign Rotation Shift |
| Shift Change Request | Employee requests a change from one shift to another for a date range; the manager approves, rejects or selects another employee to swap. | Help › For Employee › Attendance Management › Shift Change Request · Help › For Managers › Attendance Management › Approve Shift Change Request |
| Permission | Employee requests a permission for a date and duration in minutes with a reason; "Employee cannot apply for multiple permission requests for any days". Rule 29 covers paid permission. | Help › For Employee › Attendance Management › Request Permission · Help › For Admin › Employee Management › HR Policies |
| Regularization | Screen listing records with check-in but no check-out; the employee enters the out time or applies leave. HR Policies Rules 32 and 33 govern a week-off option and the past days shown. | Help › For Employee › Attendance Management › Attendance Regularization · Help › For Managers › Attendance Management › Manager Attendance Regularization |
| Missed Punch | Report of missed punch-out records; Rule 35 controls whether a default punch-out time is populated. | Help › For Employee › Attendance Management › Missed Punch Report · Help › For Admin › Employee Management › HR Policies |
| Work Type | Dropdown on the attendance request: Work From Home, Work From Office, On-Duty, Work From Remote Location. | Help › For Employee › Attendance Management › Attendance Request |
| Mapping ID's | "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 |
| Extra days | Slab by Designation with Minimum days worked, Maximum days worked and Eligible Extra days; Extra Days report lists week-off present days, holiday present days and slab count. | Help › For Admin › Attendance Management › Extra Days Slab configuration · Help › For Employee › Attendance Management › Extra Days & Penalty Report |
| Penalty | Salary deduction for not working on a week-off day (Rules 46 to 48); Penalty report shows late attendance and week-off absent deduction penalty days. A tab lists Applicable Designations for Penalty. | Help › For Admin › Employee Management › HR Policies · Help › For Admin › Attendance Management › Applicable Designations for Penalty · Help › For Employee › Attendance Management › Extra Days & Penalty Report |
| Late Attendance Report | Report with From and To dates; downloadable as Excel and PDF. Screenshot columns: Shift, Date, Shift In Time, In Time, Late Hours. | Help › For Employee › Attendance Management › Late Attendance Report · [SS] §21.11 |
| Front Office / Front Office Check In | "Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out in configured geo location by clicking on Front Office Check in or Front Office Check Out." The term "Front Desk" is not found in the crawled pages. | Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login |
| Capture Employee Image | The manager configures employees' facial recognition profiles; status Verified or Not Verified; recapture and delete are available. | Help › Mobile App › Spryple HR › Capture Employee Image |
| Configure Location | "Employee can check in and check out based on configured geo location." | Help › Mobile App › Spryple HR › Configure Location |
| Geo fencing Radius | Branch Location screen setting; 200 m in the screenshot example. | [SS] §21.3 |
| Punch Source | Punch records carry Source values "Lite", "CRM", "MOBILEAPP". | [SS] §21.3 |
Leave and holidays
| Term | Meaning as documented | Where used |
|---|---|---|
| Leave types | Ten types: Casual, Sick, Comp-off, Loss of pay, Maternity, Paternity, Wedding, Bereavement, Earned, Advanced. Each can be activated and deactivated. | Help › For Admin › Leave Management › Leave Policies |
| Sandwich leave | Common rule 1: if the company counts both weekends when leave is applied on Friday and Monday (week offs), "Select Yes (Considers as Sandwich leave)"; "Select No- Sandwich Leave will not be applicable and only 2 days will be deducted". Rule 2 does the same for a company holiday between leave days. | Help › For Admin › Leave Management › Common rules configuration · Help › For Employee › Leave Management › Leave Request |
| Comp-off | Leave type; the employee registers a Comp-Off with Worked date, Worked hours and Minutes; "only week-off dates and Holidays dates are enabled to raise a comp-off request". Not defined as a term. | Help › For Employee › Leave Management › Comp-off Request · Help › For Admin › Leave Management › Comp-off leave Configuration |
| LOP (Loss of pay) | Not defined in documentation; used in: Loss of pay leave type; Payroll Rule 7 "Is absent considered as LOP"; Manager Payroll Report "Loss of Pay Count"; payslip "LOP Amount (Days: n)". | Help › For Admin › Leave Management › Loss of pay Leave Configuration · Help › For Admin › Payroll Management › Payroll Policies · Help › For Managers › Leave Management › Payroll Report · [SS] §21.11 |
| Advanced leave | Configured only if Casual, Sick and Earned leave are credited monthly; one of the three is selected; "That leave type balance will be detected from leave balance." | Help › For Admin › Leave Management › Advanced leave configuration |
| Optional holiday | "This value shows the maximum optional holidays an employee can avail in a financial year"; employees request from a dropdown; managers approve or reject. | Help › For Admin › Leave Management › Common rules configuration · Help › For Employee › Leave Management › Optional Holiday Request · Help › For Managers › Leave Management › Optional Holiday Approval |
| Public holiday / Optional (holiday type) | Holiday Type shown as Public and Optional radio buttons; holidays apply to the entire company or specific branches. | Help › For Admin › Employee Management › Holidays |
| Leave cycle | "April – March or January – December as per Organization rule." | Help › For Admin › Leave Management › Common rules configuration |
| Perks (lapse or conversion) | Not defined in documentation; used in: "unused leaves will be lapsed/converted to perks" and "Is lapsed leaves convertible to perks?". | Help › For Admin › Leave Management › Casual leave Configuration · Help › For Admin › Leave Management › Comp-off leave Configuration |
| Pending Cancellation Requests | Manager screen for leave cancellations requested by employees; approve, reject or view. | Help › For Managers › Leave Management › Pending Cancellation Requests |
| Company Leave Policies | Employee read-only view of the leave configuration; "all the fields are disabled for selection". | Help › For Employee › Leave Management › Company Leave Policies |
| Leave window | Not defined in documentation; used in: Pay Schedule "Same payroll and leave window" Yes or No, with leave window dates. See Payroll window. | Help › For Admin › Payroll Management › Pay Schedule |
Payroll and statutory
| Term | Meaning as documented | Where used |
|---|---|---|
| CTC | Not defined in documentation; used in: Assign Pay Group ("enter Employee CTC"), "Include Employer's contribution in the CTC", CTC History (monthly and annual earning components). | Help › For Managers › Payroll Management › Assign Pay Group · Help › For Admin › Payroll Management › ESI · Help › For Employee › Payroll Management › CTC History |
| Pay group | "In every organization, every employee has some range of salary with earnings and deductions"; configured with a name, start range and end range, earnings and deductions. Status moves from "Configuration in Progress" to "ACTIVE". | Help › For Admin › Payroll Management › Pay group · Help › For Admin › Payroll Management › Pay group configuration |
| Pay group configuration | Each selected component receives a percentage or flat amount; CTC percentage and Basic salary percentage update automatically. | Help › For Admin › Payroll Management › Pay group configuration |
| Assign Pay Group / Reassign Pay group | Enter employee CTC, select a matching pay group, view the CTC breakdown, assign. Reassign: change CTC only, or change CTC and pay group. | Help › For Managers › Payroll Management › Assign Pay Group · Help › For Managers › Payroll Management › Reassign Pay group |
| Pay schedule | Configuration page with a Same or different payroll and leave window choice, and "Actual days in a month" or "Organization working days" for monthly salary. | Help › For Admin › Payroll Management › Pay Schedule |
| Payroll window | Not defined in documentation; used in: "If user selects YES option, Both Payroll window and Leave window are same". Example: salary for 1st to last day of the month, or from the 25th to the 24th of the next month. | Help › For Admin › Payroll Management › Pay Schedule |
| Monthly Payroll (Generate Payroll) | Select financial year, month and year, select employees, click Calculate Salary; "Only Finance Manager can generate payslip". | Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll) |
| Pay Slip | Viewed and downloaded by the employee; the note lists Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount and Extra Days amount. | Help › For Employee › Payroll Management › Pay Slips |
| EPF | EPF configuration with employee contribution, employer contribution, admin charges and EDIL contribution; EPF Report for upload to the EPF portal. | Help › For Admin › Payroll Management › EPF · Help › For Managers › Payroll Management › EPF Report |
| EDLI | The documentation spells the item "EDIL contribution"; it is not defined. | Help › For Admin › Payroll Management › EPF |
| ESI | ESI configuration with the option "Include Employer's contribution in the CTC" and state-wise ESI numbers; ESI Report in PDF or Excel. | Help › For Admin › Payroll Management › ESI · Help › For Managers › Payroll Management › ESI Report |
| PT (Professional Tax) | Professional Tax Report by state and month; "Professional Tax (View)" shows ranges and monthly deduction amounts state-wise. | Help › For Managers › Payroll Management › Professional Tax Report · Help › For Managers › Payroll Management › Professional Tax (View) |
| Variable DA (VDA) | "Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation)... Variable DA means this allowance changes (varies) based on inflation or the Consumer Price Index (CPI)." Config fields: Notification name, Published Name, CPI points, CPI points at notified date, Date, VDA rate per point, Effective date. | Help › For Admin › Payroll Management › Variable DA · Help › For Admin › Payroll Management › Variable DA Configuration |
| Arrear / Arrear Distribution | Arrear Entry selects Month and Year, City-Branch and Employee, then an arrear name and amount; History status is Pending or Paid; a paid arrear is displayed in the payslip view. | Help › For Admin › Payroll Management › Arrear Distribution · Help › For Admin › Payroll Management › Arrear Distribution History |
| TDS Distribution | TDS Entry: select Month and City-Branch, select checkbox, enter amount, submit; data is saved in TDS History. | Help › For Managers › Payroll Management › TDS Distribution |
| Variable pay | Frequency set in Payroll Policies Rule 12; Variable Pay Distribution takes City-Branch, Calculation Period and Distribution period; Schedule offers "Monthly share or Lump sum". | Help › For Admin › Payroll Management › Payroll Policies · Help › For Managers › Payroll Management › Variable Pay Distribution · Help › For Managers › Payroll Management › Variable Pay Schedule |
| Advance salary | Employee requests an amount up to gross salary; at least 1 month payslip needed; table shows Recovery Duration, recovered months, recovered balance, pending amount, Recovery status. Rules 1 and 2 are in Payroll Policies. | Help › For Employee › Payroll Management › Request Advance Salary · Help › For Admin › Payroll Management › Payroll Policies |
| Dynamic payroll processing | Not defined in documentation; used in: Rule 8 "Is dynamic payroll processing applicable" and Rule 9 threshold. | Help › For Admin › Payroll Management › Payroll Policies |
| Gratuity | Not defined in documentation; used in: Rule 4 "covered(registered) under Payment of Gratuity Act, 1972", Rule 5 pay as part of monthly component, payslip components. | Help › For Admin › Payroll Management › Payroll Policies · Help › For Employee › Payroll Management › Pay Slips |
| Other Deductions | Finance manager gives a deduction name and amount; "Manage Other Deductions" maps a pay group to a deduction. | Help › For Managers › Payroll Management › Other Deductions · Help › For Managers › Payroll Management › Manage Other Deductions |
| Bank Master | Finance admin gives bank name, IFSC, account number, address, country, state, city, status, Is EPF, Is ESI and Is Professional Tax. | Help › For Admin › Payroll Management › Bank Master |
| Bank Wise Salary Summary | Select month and year and bank; shows ESI, EPF and PT deduction amounts and pay group totals; checkboxes and Submit. | Help › For Managers › Payroll Management › Bank Wise Salary Summary |
| Payable Days Report | Not defined in documentation; used in: select month, branch location and manager. | Help › For Managers › Payroll Management › Payable Days Report |
| Finance Dashboard | Select past months and departments "to check the employee's total salary, EPF, ESI & PF details". | Help › For Admin › Payroll Management › Finance Dashboard |
| CTC History | Employee view of earning components, monthly and annually. | Help › For Employee › Payroll Management › CTC History |
| IT Declaration / Form 16 | Not defined in documentation; used in: employee Payroll menu items in the screenshots. | [SS] §21.5 |
Exit management and claims
| Term | Meaning as documented | Where used |
|---|---|---|
| Separation | "Separation is a situation when the service of an employee working with an organization comes to an end and employees leave the organization." Employee requests with a request exit date, reason and notes. | Help › For Admin › Exit Management › Reason for Separation · Help › For Employee › Exit Management › Separation |
| Offboarding | "Offboarding leads to the formal separation between an employee and a company through resignation and termination." | Help › For Admin › Exit Management › Offboarding Settings |
| Termination Category | Admin list of categories; HR manager selects employee and category to terminate. | Help › For Admin › Exit Management › Termination Category · Help › For Managers › Exit Management › Termination |
| Reason for Separation | Admin list of reasons. | Help › For Admin › Exit Management › Reason for Separation |
| Claim | An expense request with Reimbursement Type, Bill Number, Bill Date, Bill Amount and a file. | Help › For Employee › Claims Management › Claims Request |
| Claim statuses | Dashboard: Pending, Verified, Approved, Paid, Rejected. Employee tabs: Submitted, In Progress, Paid, Rejected. Mobile: Submitted, Verified, Paid, Rejected. | Help › For Employee › Claims Management › Claims Request · Help › Mobile App › Claims Management › Claims History |
| Settlement Ratio | "Settlement Ratio is displayed for Claims paid Vs Total Claims." | Help › For Employee › Claims Management › Claims Module for Employee |
| Claims Scorecard | "Displays the Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount." | Help › For Employee › Claims Management › Claims Module for Employee |
CRM and field force
| Term | Meaning as documented | Where used |
|---|---|---|
| Client | Organization added by an employee with contact person, contact number, address and description. | Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client |
| Client Associate | Contact record under a client with Associate Type, Qualification, Specialization, Name, Contact Number and Email. | Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates · Help › For Admin › CRM Field force management › 1.3 Client Associate Type |
| Leads | "If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads." | Help › For Managers › CRM Field Force Management › 1.2 Clients |
| Future Leads | "If the Activity Status is anything other than CALL FOR DEMO, DEMO PENDING or DEMO COMPLETED then those Clients will be moved to the 'Future Leads.'" | Help › For Managers › CRM Field Force Management › 1.2 Clients |
| Demo Status | Admin-created values with Active and Inactive status; used when adding an activity. Values seen: Call For Demo, Demo Scheduled, Demo Pending, Demo Completed. | Help › For Admin › CRM Field force management › 1.1 Demo Status · [SS] §21.7 |
| Status Master | Admin-created values with Active and Inactive status; Status is selected when adding an activity. Client Status values seen: Interested, Not Interested, Won, Follow-up. | Help › For Admin › CRM Field force management › 1.2 Status Master · [SS] §21.7 |
| Client Status (columns) | Interested, Follow-up, Won, Lost, Not Interested. | Help › For Employee › Sales CRM Web Application › 4.3.b Client Status |
| Activity | Record added to a client with Activity Type, Follow-up Date and Time, Demo Status, Status and Description. Activity types seen: VISIT, CALL, MESSAGE, MAIL. | Help › For Employee › Sales CRM Web Application › 4.3.b Client Status · [SS] §21.7 |
| Lead age | "Below the Clients List, we can see the Lead Age with different colour indications." Screenshot: green 0 to 7 days, amber 8 to 14, red 15 and over; a second legend uses 0–5, 6–10, 11–15, 16–20, 21+. | Help › For Managers › CRM Field Force Management › 1.2 Clients · [SS] §21.7 · [SS] §21.11 |
| GPS Monitoring | "Assigned employees Live Tracking will be displayed in the dashboard map"; battery percentage shown after punch-in. | Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring |
| Point to Point | The route is built only from punch-in, punch-out and visit activities (a GPS mode shown beside GPS Monitoring). | [SS] §21.7 |
| Tracking Log | Employee-wise 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 |
| Device approvals | "If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager." | Help › For Managers › CRM Field Force Management › 1.7 Device Approvals |
| Travel approvals | Page with tabs Pending, Verified, Approved, Travel Summary, Rejected, All; fields Select Employee, From Date, To Date, Minimum Visits; the manager verifies or rejects; the Finance Manager approves. The screenshot shows a "KM Revised" field. | Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals · [SS] §21.7 |
| Assignments | Report with Select Employee, Scheduled From Date, Scheduled To Date and Select Status. Assignment statuses seen: Cancelled, Exceeded. | Help › For Managers › CRM Field Force Management › 1.10 Assignments Report · [SS] §21.7 |
| Client Payments | Tab to add Payment Method, Collected Amount and Description; shown only after a final price is given in Add Activity. Screenshot: Final Price and Pending Amount. | Help › Mobile App › Sales CRM Mobile Application › 5.5.e Client Payments · [SS] §21.7 |
| Sales Manager / Sales Executive | Not defined in documentation; used in: "Sales Executive added clients through mobile are displayed in Client List"; the Admin page has a "2. Sales Manager" section. | Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status · Help › For Admin › CRM Field force management › 2. Sales Manager |
| Punch In / Punch Out | Camera-based punch with a captured image on the CRM app. | Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out |
Time sheet
| Term | Meaning as documented | Where used |
|---|---|---|
| Client / Project / Assign Team / Task / Project Roles | Admin masters; each can be set Active or Inactive and edited; duplicates are not allowed (except Assign Team, where it is not stated). | Help › For Admin › Time Sheet Management › 1.1 Client · Help › For Admin › Time Sheet Management › 1.5 Project Roles |
| Timesheet entry | New Entry tab with Date, Project, Task, Description, Hours, % and a Task Completed checkbox. | Help › For Employee › Time Sheet Management › 2.1 New Entry |
| Bench Employees | Not defined in documentation; used in: a dashboard count. | Help › For Super Admin › Time Sheet Management › 1. Dashboard · Help › For Managers › Time Sheet Management › 1. Dashboard |
| Defaulters | "If the employees are not submitted time sheet request those employees list will remain under the 'Defaulters' tab"; a Send Notification button emails the employee. | Help › For Managers › Time Sheet Management › 1.3.3 Defaulters |
| Effort Variance Report | Project dropdown and search box; "Variance will be displayed based on planned hours and actual hours variance". Screenshot: Variance % is (Actual − Planned) / Planned. | Help › For Super Admin › Time Sheet Management › 3. Effort Variance Report · [SS] §21.8 |
| Estimated Hours / Consumed Hours | Two bars per project in Project Wise Hours. | Help › For Managers › Time Sheet Management › 1. Dashboard |
Learning, engagement and apps
| Term | Meaning as documented | Where used |
|---|---|---|
| Learning Sphere | "Employee No. Of Sections completed, Leader Dashboard, Course Information will be displayed." | Help › For Employee › Learning Management System (LMS) › Learning Sphere |
| Course Builder | Instructor adds course details, then Module, Section and content, then reviews and submits. | Help › LMS Instructor › Course Builder |
| Badges | "Employee earned Badges and Next Targets will be displayed" (My Badges). A ladder APPRENTICE, SCHOLAR, MENTOR, GUIDE, PATHFINDER, EXPERT is shown by course count. | Help › For Employee › Learning Management System (LMS) › My Badges · [SS] §21.11 |
| Certificates | "Employee completed courses certificates will be displayed" (My Certificates). | Help › For Employee › Learning Management System (LMS) › My Certificates |
| Rewards & Recognition | Users congratulate peers by selecting employee, Recognition Type and Message; Sent and Received lists; Reports count recognition types per employee. | Help › Mobile App › Spryple HR › REWARDS & RECOGNITION |
| Spryple HCM | Mobile app for "attendance tracking, leave tracking and Rewards & Recognitions"; dashboard also has Payroll Management. | Help › Mobile App › Spryple HR › 1.1 Overview |
| Spryple Lite | "Employee Attendance Facial Recognition App"; manager adds employees with Name, Mobile Number, Monthly Salary, Shift. | Help › Mobile App › Spryple Lite › 1.1 Overview · Help › Mobile App › Spryple Lite › 4.1.1 Add Employee |
| Spryple CRM | "your ultimate companion for real-time tracking and location sharing". | Help › Mobile App › Sales CRM Mobile Application › 1.1 Overview |
| Spryple Sales Pro / Sales Pro Management | CRM branding in the web menu and on a store listing. | [SS] §21.1 |
| Alerts | Dashboard panel with pending attendance requests and claim requests. | Help › For Employee › Attendance Management › From Main Dashboard · [SS] §21.11 |