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Not documented: open questions

Fact-only. Each entry gives what the Help Center does state near the topic (with its source breadcrumb, or [SS] §21.x for screenshot facts tagged Observed) and then the exact open question. A statement that something is "not stated" means it was not found in the 43 crawled Help Center pages or in the screenshot facts listed in [SS] §21. The entries contain no recommendations and no opinions. Use them as a question list for the vendor or team.

Platform, access and roles​

PO-Q01. Permission model

  • Documented nearby: The "Roles & Permissions" section has the same text as "Users Login" (create a Username and Password; default password "Welcome1!"). Help › For Admin › Employee Management › Roles & Permissions · Help › For Admin › Employee Management › Users Login. Role names used in the pages include Super Admin, Admin, Manager, HR Manager, Finance Admin, Finance Manager, Employee, Receptionist and Instructor. Help › For Managers › Employee Management › HR manager Main Dashboard · Help › For Admin › Payroll Management › Finance Admin · Help › For Managers › Payroll Management › Finance Manager. The employee Payroll menu screenshot shows role groups Finance Admin, Finance Manager, HR Manager and SuperAdmin. [SS] §21.5
  • Open question: Which permissions exist, how are they assigned to roles and users, can custom roles be created, can one user hold more than one role, and which screen is visible to which role?

PO-Q02. Relationship between the four Help Center audiences and the role names

  • Documented nearby: The Help Center is organised into For Super Admin, For Admin, For Managers, For Employee, Mobile App and LMS Instructor. Help (home page). The "For Managers" pages describe the HR Manager and Finance Manager roles. Help › For Managers › Employee Management › Login with HR manager to Add an Employee · Help › For Managers › Payroll Management › Finance Manager. The "For Admin" Claims page describes the Finance Manager role. Help › For Admin › Claims Management › Claim Management for Finance Manager
  • Open question: How does each audience heading map to the roles that exist in the product?

PO-Q03. Login security controls

  • Documented nearby: Login uses Company Code, Username and Password. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard. Password rules 1 to 9 cover length, capital letters, special characters, small letters, numbers and last-passwords history. Help › For Admin › Employee Management › HR Policies. An employee can change the password. Help › For Employee › Employee Management › Change Password
  • Open question: Are multi-factor authentication, single sign-on, account lockout after failed attempts, session timeout and password expiry available? None is stated.

PO-Q04. Credential creation and storage

  • Documented nearby: Admin creates a username; the password "displays default to 'Welcome1!'" and the employee "can update password in Employee's login". Help › For Admin › Employee Management › Users Login. An email is sent to Admin to create credentials, then the employee receives the credentials. Help › For Managers › Employee Management › Employee Directory. The credentials email carries the login URL, Company Code, Username and the password "Welcome1!". [SS] §21.2. The Employee Password Reset form shows an "Existing Password" field with an eye toggle. [SS] §21.12
  • Open question: Is the first-login password change mandatory? How are passwords stored? Why does the reset form display the existing password?

PO-Q05. Multi-company and group structures

  • Documented nearby: "All information about the company, the company name, location, and other company details can be defined here." Help › For Admin › Employee Management › Company Information. Users can add multiple work locations. Help › For Admin › Employee Management › Work Location. Login asks for one Company Code. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
  • Open question: Can one Company Code hold several legal entities, and can data be reported across entities?

PO-Q06. Hosting, data storage and protection

  • Documented nearby: Employee profile holds personal information, work experience, bank details, family details, education details and uploaded documents. Help › For Employee › Employee Management › My Profile. The profile includes the Aadhaar Number field. [SS] §21.2
  • Open question: Where is data hosted, how is it encrypted, how are backups handled and who can access tenant data? No page states this.

PO-Q07. Data retention and deletion

  • Documented nearby: Deleted attendance requests change to status "Deleted". Help › For Employee › Attendance Management › Delete Request. Masters can be set Active or Inactive. Help › For Admin › Employee Management › Department. The dashboard counts Active, New and Exit employees. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
  • Open question: What are the retention periods for employee, attendance, payroll, GPS and face data? Can data be exported or erased? How long is exited-employee data kept?

PO-Q08. APIs and integrations

  • Documented nearby: Excel Upload for attendance and for employees. Help › For Managers › Attendance Management › Excel Upload · Help › For Managers › Employee Management › Excel Upload. EPF Report: "Users can upload this data to EPF portal by downloading this report". Help › For Managers › Payroll Management › EPF Report. Reports download as Excel or PDF. Help › For Managers › Time Sheet Management › Summary Report
  • Open question: Does a customer-facing API, webhook, or accounting, calendar or messaging integration exist? None is stated.

PO-Q09. Audit trail of configuration changes

  • Documented nearby: Approval History screens list approved and rejected requests. Help › For Managers › Attendance Management › Approval History. The claims detailed report has Action On and Action By columns. Help › For Managers › Claims Management › Claims Approval
  • Open question: Are changes to masters, policies, pay groups and statutory settings logged, and can the log be viewed?

PO-Q10. Pricing, plans and licensing

  • Documented nearby: The Help Center names separate apps: Spryple HCM, Spryple Lite, Sales CRM Mobile Application and Claims Management. Help › Mobile App. A self-serve trial URL (trial.spryple.com/#/signup) is observed. [SS] §21.1
  • Open question: What are the pricing tiers, which modules are licensed separately, and is Lite a product or a plan? Pricing is not in the Help Center.

PO-Q11. "Asset Management" solution

  • Documented nearby: The footer on every page lists "Asset Management" among Solutions. Help › For Admin (page footer) · [SS] §21.1. No Help Center page covers it.
  • Open question: Does an Asset Management module exist, and what does it do?

PO-Q12. iOS availability and device requirements of the mobile apps

  • Documented nearby: Spryple CRM: "Open the Play store/App Store and search for 'Spryple CRM'... downloaded in both Android & iOS devices". Help › Mobile App › Sales CRM Mobile Application › 2.1 Installation. Spryple HCM: "Open the Play store and search for 'Spryple HCM'". Help › Mobile App › Spryple HR › 2.1 Installation. Spryple Lite: "Open the Play store and search for 'Spryple Lite'". Help › Mobile App › Spryple Lite › 2.1 Installation. All four app pages say the device must meet "the minimum specifications outlined in the system requirements section". Help › Mobile App › Spryple HR › 1.3 System Requirements
  • Open question: Are HCM and Lite available on iOS? What are the minimum device and OS specifications? The system requirements section lists none.

PO-Q13. Language, time zone and currency

  • Documented nearby: The sample payslip shows the rupee symbol and amounts in words. [SS] §21.11
  • Open question: Which languages, time zones and currencies are supported? None is stated.

PO-Q14. Notification recipients and channels per request type

  • Documented nearby: Leave common rule 4 asks "Do you need sending of mails when submitted/approved/rejected?". Help › For Admin › Leave Management › Common rules configuration. Document approval, rejection and re-upload emails go to the employee or HR manager. Help › For Managers › Employee Management › Document Approval. Induction create, update and cancel emails go to selected employees. Help › For Managers › Employee Management › Induction Program. "Send Notification" emails employees about pending timesheets. Help › For Managers › Time Sheet Management › 1.3.3 Defaulters. Reset username and password mails come from the HR Department. Help › For Admin › Employee Management › Employee Password Reset
  • Open question: For each of attendance request, shift change, permission, regularization, comp-off, optional holiday, claim, advance salary, separation, device approval, travel approval and timesheet, who is notified, by which channel (email, in-app or push), and with what template? Are push notifications available?

PO-Q15. Messages Master contents

  • Documented nearby: "All Error and Success messages are available in the message master with screen names"; users can edit and save them. Help › For Admin › Employee Management › Messages Master. Separate Messages Masters exist for Attendance, Leave and Payroll. Help › For Admin › Attendance Management › Attendance Messages Master · Help › For Admin › Leave Management › Leaves Messages Master · Help › For Managers › Payroll Management › Payroll Messages Master
  • Open question: Do email templates belong to the Messages Master? Which placeholders are available?

Employee Management and organisation setup​

PO-Q16. Applying changed policies to existing employees

  • Documented nearby: "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. The same note appears for leave configuration. Help › For Admin › Leave Management › Casual leave Configuration. The note does not appear under Payroll Policies or Pay Schedule. Help › For Admin › Payroll Management › Payroll Policies · Help › For Admin › Payroll Management › Pay Schedule
  • Open question: How is a changed policy applied to existing employees? Is there a bulk action? Does "newly created/added" mean employees created after the change? Are earlier policy values kept? Does the note apply to Payroll Policies, Pay Schedule, Common rules and Shift settings?

PO-Q17. Default values of rules

  • Documented nearby: HR Policies has 48 numbered rules. Help › For Admin › Employee Management › HR Policies. Leave policies have 10 types with numbered rules. Help › For Admin › Leave Management › Leave Policies. Payroll Policies has 14 rules. Help › For Admin › Payroll Management › Payroll Policies. The EPF and ESI pages say the configuration page is "displayed with by default configuration", and the Pay Schedule page says "Earlier configuration displayed by default". Help › For Admin › Payroll Management › EPF · Help › For Admin › Payroll Management › ESI · Help › For Admin › Payroll Management › Pay Schedule. Only the user password default ("Welcome1!") is stated as a value. Help › For Admin › Employee Management › Users Login. Rule 3 reads "last 3 changed passwords"; Rules 27 and 28 state 4 hours and 8 hours. Help › For Admin › Employee Management › HR Policies
  • Open question: What is the default value of each rule and each EPF, ESI and Pay Schedule setting on a new tenant? Are the 3, 4 and 8 values in Rules 3, 27 and 28 fixed or configurable?

PO-Q18. Employee ID generation

  • Documented nearby: Prefix and seed per work location; the same prefix and seed give common generation across branches; different values give separate generation. Help › For Admin › Employee Management › Work Location. Sample IDs carry a location prefix (for example NE13, TNK1). [SS] §21.2
  • Open question: What is the ID format (padding, separator)? What happens to the ID when an employee moves to another location?

PO-Q19. Transfers and promotions

  • Documented nearby: HR Manager "can update employee's role" and "update Reporting Manager". Help › For Managers › Employee Management › Employee Directory. The profile has a Contract/Promotions tab. Help › For Managers › Employee Management › Employee Directory · [SS] §21.2. Pay group can be reassigned for increments. Help › For Managers › Payroll Management › Reassign Pay group
  • Open question: Are changes to role, designation, department, location and manager effective-dated? Is the history kept and viewable? How does a change affect shift, leave and pay group?

PO-Q20. Deactivating departments, designations and masters

  • Documented nearby: To make a department inactive, "transfer all the Employees in the existing department to another Department". Help › For Admin › Employee Management › Department. The same statement exists for Designation, Demo Status, Status Master, Associate Types, Qualifications and Specializations. Help › For Admin › CRM Field force management › 1.1 Demo Status
  • Open question: Does the system enforce the transfer or block deactivation? Which screen performs the bulk transfer?

PO-Q21. Custom fields

  • Documented nearby: Fixed field sets are listed for the New Hire form, Personal Information, Work Information and Contact Information. Help › For Managers › Employee Management › Adding New Hire · Help › For Managers › Employee Management › Employee Directory
  • Open question: Can tenants add fields to employee, client, project or other records?

PO-Q22. Document requirements and limits

  • Documented nearby: The employee uploads "requested documents" through the received link. Help › For Managers › Employee Management › Adding New Hire. Documents uploaded by HR on behalf of the employee are automatically approved. Help › For Managers › Employee Management › Document Approval. The company logo accepts jpg and png up to 1 MB. Help › For Admin › Employee Management › Company Logo. The claim bill image has a 2 MB limit. [SS] §21.6
  • Open question: Where is the list of requested documents configured? What file types and sizes are allowed for employee documents?

PO-Q23. Onboarding link

  • Documented nearby: The employee enters information "through received link". Help › For Managers › Employee Management › Adding New Hire. The pre-onboarding link expires after 24 hours and comes from no-reply@spryple.com. [SS] §21.2
  • Open question: What happens when the link expires? Can it be resent, and does it carry a one-time token?

PO-Q24. Onboarding checklist ownership and reminders

  • Documented nearby: "All the master's checklist (Onboarding) will assign to every new employee." Help › For Managers › Employee Management › Onboarding Pending Checklist. A checklist has a Department. Help › For Admin › Employee Management › Checklist. Checklist items carry a Department and an Approver Name. [SS] §21.2. "Send Automatic Reminders" sends reminders to employees. Help › For Admin › Employee Management › Onboarding Settings
  • Open question: How is the approver of each item set? What is the reminder schedule and who receives it?

PO-Q25. Probation

  • Documented nearby: Probation Period in months is set in Onboarding Settings. Help › For Admin › Employee Management › Onboarding Settings. HR Policies Rules 11 and 12 set probation in days. Help › For Admin › Employee Management › HR Policies
  • Open question: Which setting governs? What does the system do at the end of probation?

PO-Q26. Notice period

  • Documented nearby: Notice Period (in days) is set in Offboarding Settings and in HR Policies Rules 14 and 15. Help › For Admin › Exit Management › Offboarding Settings · Help › For Admin › Employee Management › HR Policies. The separation form shows Notice Period 30 and an auto-computed Relieving Date. [SS] §21.11
  • Open question: Which setting governs? Can notice be set per employee? Can the Relieving Date be changed?

PO-Q27. Announcement targeting

  • Documented nearby: Announcements have Topic, Title, Publish from and Publish To dates, and statuses Published, Save as Draft, Completed and Cancelled. Help › For Admin › Employee Management › Announcements
  • Open question: Can an announcement be targeted by location, department or role?

PO-Q28. Rewards and Recognition configuration

  • Documented nearby: Users select employee, Recognition Type and Message, then Submit; Sent and Received lists and a Reports button exist. Help › Mobile App › Spryple HR › REWARDS & RECOGNITION. Types seen are Birthday, Outstanding, Job Well Done, Congratulations and Performance-based; messages come from a template with a 145-character limit. [SS] §21.9
  • Open question: Where are Recognition Types and templates configured? Does a recognition affect payroll or LMS points?

Attendance and shifts​

PO-Q29. Biometric device protocols

  • Documented nearby: "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
  • Open question: Which device brands, models and protocols are supported? Do devices push or are they polled? How often do punches sync? Is there a limit on devices per location?

PO-Q30. Conflicts between attendance sources

  • Documented nearby: Punch records carry a Source value ("Lite", "CRM", "MOBILEAPP"). The screen rule reads "In case of multiple attendance sources found, break timings are not considered." [SS] §21.3. Attendance Summary shows "Source Name and Images". Help › For Admin › Attendance Management › Attendance Summary Report
  • Open question: How are First In and Last Out computed when several sources exist? Is the biometric device a Source value?

PO-Q31. Face recognition provider and liveness

  • Documented nearby: "Capture Employee Image": the manager configures facial recognition profiles; status is Verified or Not Verified; the manager can recapture or delete the image. Help › Mobile App › Spryple HR › Capture Employee Image. Spryple Lite is described as an "Employee Attendance Facial Recognition App". Help › Mobile App › Spryple Lite › 1.1 Overview. No liveness or anti-spoof cue was visible in the screenshots. [SS] §21.3
  • Open question: Who provides the recognition engine? What is the match threshold? Is liveness detection performed? Is an image or a template stored, where, and for how long? Is employee consent captured?

PO-Q32. Geo-fencing behaviour

  • Documented nearby: "Employee can check in and check out based on configured geo location." Help › Mobile App › Spryple HR › Configure Location. A Branch Location screen shows a Geo fencing Radius of 200 m in the example; the options are not shown. [SS] §21.3
  • Open question: What radius values are allowed? Does an out-of-fence punch get blocked or flagged? How is GPS accuracy handled?

PO-Q33. GPS sampling, offline behaviour and retention

  • Documented nearby: Live Tracking in the dashboard map, mobile battery percentage after punch-in, and tracking log fields Started At, Start Location, Stay Duration, Travel Duration, KMS Traveled, Reached At and End Location. Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring · Help › For Managers › CRM Field Force Management › 1.8 Employee Tracking Log Report. Tracking needs a logged-in CRM app, location permission and internet. [SS] §21.7
  • Open question: What is the sampling interval? What happens without connectivity (queued, dropped)? How are kilometres and stay durations computed? How long is location history kept? Is tracking limited to work hours?

PO-Q34. Point to Point and GPS Monitoring selection

  • Documented nearby: Point-to-Point builds the route from punch-in, punch-out and visit activities; GPS Monitoring tracks continuous movement from punch-in to punch-out. [SS] §21.7
  • Open question: Who chooses the mode, and is it set per employee, per role or per company?

PO-Q35. Productive Hours and break handling

  • Documented nearby: Attendance Summary shows First In, Last Out, Total Hours, Productive Hours, OT Hours and Permission Hours. Help › For Super Admin › Attendance Management › Attendance Summary Report. HR Policies Rules 38 to 42 set lunch, tea break and grace durations. Help › For Admin › Employee Management › HR Policies
  • Open question: How is Productive Hours calculated? How are lunch and tea break durations applied to punches?

PO-Q36. Late attendance logic

  • Documented nearby: HR Policies Rules 22 to 24 (maximum late attendances per month, leaves deducted, leave type) and Rule 40 (grace period for late attendance in minutes). Help › For Admin › Employee Management › HR Policies. Shift setup has a Grace Period block with "Number of lates is more than" and "Deduct leave count". Help › For Admin › Employee Management › Shift
  • Open question: Which setting governs when the Shift Grace Period and the HR Policies rules both exist? How is "late" decided?

PO-Q37. Default punch-out

  • Documented nearby: Rule 35 "Is default punch out time to be populated if out punch is missed"; Yes shows the Missed Punch report. Help › For Admin › Employee Management › HR Policies
  • Open question: What time is populated as the default punch-out and who defines it?

PO-Q38. Flexible shift

  • Documented nearby: Rule 30 (flexible shift enabled) and Rule 31 (hours duration for flexible shift). Help › For Admin › Employee Management › HR Policies
  • Open question: How do flexible shifts interact with grace period, late attendance, overtime and half-day thresholds?

PO-Q39. Overtime

  • Documented nearby: "If an employee works more than the shift hours, the extra hours will be considered as OT hours". Help › For Managers › Attendance Management › Overtime Report. Payroll Rule 3 (include overtime in salary) and Rule 11 (minimum hours for overtime). Help › For Admin › Payroll Management › Payroll Policies. The payslip shows an OT amount. Help › For Employee › Payroll Management › Pay Slips
  • Open question: Is overtime approval required? How is the OT rate determined? Is there a cap?

PO-Q40. Extra days and penalty amounts

  • Documented nearby: Extra Days Slab takes Designation, Minimum days worked, Maximum days worked and Eligible Extra days. Help › For Admin › Attendance Management › Extra Days Slab configuration. Rules 43 to 48 switch extra-day payment and week-off penalty on. "Based on condition amount will be added to pay slip" and "deducted". Help › For Admin › Employee Management › HR Policies
  • Open question: What is the formula behind the "condition" amounts? What is the per-day value of extra days and of penalty?

PO-Q41. Shift rotation mechanics

  • Documented nearby: A rotation has a name and an ordered list of shifts; rotations are assigned and reassigned with a start shift and an applicable date. Help › For Managers › Attendance Management › Shift rotation Sequences · Help › For Managers › Attendance Management › Reassign Rotation Shift
  • Open question: What is the length of each step in the rotation? How is the next shift decided? How do week offs interact with the rotation?

PO-Q42. Shift swap consent

  • Documented nearby: The manager "selects the employee from the drop down to swap shift between employees". Help › For Managers › Attendance Management › Approve Shift Change Request
  • Open question: Does the other employee have to consent, and is the other employee notified?

PO-Q43. Permission rules

  • Documented nearby: Permission is requested in minutes; "Employee cannot apply for multiple permission requests for any days"; the employee can cancel an approved record. Help › For Employee › Attendance Management › Request Permission. Rule 29 covers paid permission. Help › For Admin › Employee Management › HR Policies
  • Open question: Is there a maximum duration or monthly count? How does permission interact with late attendance?

PO-Q44. Regularization

  • Documented nearby: Records with check-in and no check-out are listed; after the out time is saved the record "will get removed from the table". Help › For Employee › Attendance Management › Attendance Regularization. Rules 32 and 33 govern a week-off option and the past days displayed. Help › For Admin › Employee Management › HR Policies
  • Open question: Is the original punch kept after regularization? Does a regularized record need approval from the manager, and who is the approver when the manager regularizes?

PO-Q45. Work types

  • Documented nearby: Work From Home, Work From Office, On-Duty and Work From Remote Location. Help › For Employee › Attendance Management › Attendance Request. The dashboard shows Attendance By Work Type. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
  • Open question: Are work types configurable? Does a work type change payroll or geo checks?

PO-Q46. Excel upload formats

  • Documented nearby: "Implementation team will provide the suggested Excel sheet." Help › For Managers › Attendance Management › Excel Upload
  • Open question: What are the template columns, the validation rules, and the behaviour for rows that overlap existing punches?

Leave and holidays​

PO-Q47. Leave crediting

  • Documented nearby: Casual, Sick and Earned leave have "Maximum count of leaves per year" and a credit option Monthly, Quarterly, half-yearly or Yearly. Help › For Admin › Leave Management › Casual leave Configuration
  • Open question: How is a mid-year joiner prorated? When in the period is leave credited? How are fractions rounded?

PO-Q48. Lapse and conversion to "perks"

  • Documented nearby: "Max no.of days by when unused leaves will be lapsed/converted to perks" and "Is lapsed leaves convertible to perks?". Help › For Admin › Leave Management › Casual leave Configuration. Comp-off Rule 5 and Rule 8 carry the same concept. Help › For Admin › Leave Management › Comp-off leave Configuration
  • Open question: What does "perks" mean, and where does a converted leave appear (payroll, balance, report)?

PO-Q49. Eligibility by gender and marital status

  • Documented nearby: Maternity "is credited only to the married females"; Paternity "only to married male employees"; Wedding "will affect to employee based 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. The profile has Gender and Marital Status fields. [SS] §21.2
  • Open question: How does the system treat other values or empty values of these fields?

PO-Q50. Advanced leave

  • Documented nearby: Advanced leave works 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
  • Open question: How much advance can be taken and for which period? Can the balance become negative? What does "detected" mean?

PO-Q51. Custom leave types

  • Documented nearby: "There are 10 different leave types and users can configure all the leaves." Types can be activated and deactivated. Help › For Admin › Leave Management › Leave Policies · Help › For Admin › Leave Management › How to activate default leaves?
  • Open question: Can new leave types be created or renamed?

PO-Q52. Common rules versus per-type rules for sandwich leave

  • Documented nearby: Common rules 1 and 2 define sandwich leave for all types. Help › For Admin › Leave Management › Common rules configuration. Casual, Sick, Earned and Loss of Pay rules repeat the weekend and company holiday questions. Help › For Admin › Leave Management › Casual leave Configuration · Help › For Admin › Leave Management › Loss of pay Leave Configuration
  • Open question: Which setting governs if the common rule and a type rule differ?

PO-Q53. Leave cycle and financial year

  • Documented nearby: Leave cycle is April to March or January to December. Help › For Admin › Leave Management › Common rules configuration. Optional holidays are counted per financial year. Help › For Admin › Leave Management › Common rules configuration
  • Open question: Can the cycle be changed mid-year? How does it relate to the payroll financial year?

PO-Q54. Comp-off credit

  • Documented nearby: Comp-off rules cover week off and holiday work, minimum hours, backdated days and lapse days. Help › For Admin › Leave Management › Comp-off leave Configuration. The request takes Worked date, Worked hours and Minutes. Help › For Employee › Leave Management › Comp-off Request
  • Open question: How many worked hours earn a full or half comp-off day? How is a comp-off day used (the manager request page has a Leave Date field)?

PO-Q55. Leave cancellation after approval

  • Documented nearby: Employees can cancel approved future leaves but not past leaves. Help › For Employee › Leave Management › Leave History. Managers see Pending Cancellation Requests. Help › For Managers › Leave Management › Pending Cancellation Requests
  • Open question: What is the balance effect? Is there a deadline before the leave date?

PO-Q56. Optional holidays

  • Documented nearby: Rule 6 sets the maximum optional holidays per financial year. Help › For Admin › Leave Management › Common rules configuration. Employees request from a dropdown; managers approve or reject. Help › For Employee › Leave Management › Optional Holiday Request · Help › For Managers › Leave Management › Optional Holiday Approval
  • Open question: What happens when the limit is reached? Is the limit enforced at request or at approval?

Payroll and statutory​

PO-Q57. TDS computation

  • Documented nearby: "TDS Distribution": select Month and City-Branch, select checkbox, enter amount, Submit; data saves in TDS History. Help › For Managers › Payroll Management › TDS Distribution. The employee Payroll menu includes IT Declaration and Form 16. [SS] §21.5. The payslip 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
  • Open question: How is the TDS amount calculated? Do IT Declaration inputs feed it? Is a regime selection available? How is Form 16 produced? Where does TDS show on the payslip?

PO-Q58. "Dynamic payroll processing"

  • Documented nearby: Rule 8 "Is dynamic payroll processing applicable" and Rule 9 "Number of leaves threshold for dynamic payroll processing", described as entering a minimum number of leaves "for same leave window". Help › For Admin › Payroll Management › Payroll Policies
  • Open question: What does dynamic payroll processing do, and what happens when the threshold is reached?

PO-Q59. Payroll run lifecycle (lock, reversal, re-run)

  • Documented nearby: 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). Salary slips show in the employee dashboard. Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
  • Open question: Can a run be previewed, locked, approved, reversed or re-run? What happens to a generated payslip when attendance changes later? Are off-cycle runs possible?

PO-Q60. Salary calculation formulas

  • Documented nearby: Pay Schedule offers "Actual days in a month" or "Organization working days". Help › For Admin › Payroll Management › Pay Schedule. The payslip shows "LOP Amount (Days: n)" and "Arrear Amount"; the printed formula is "Net Pay = Gross Earnings − Total Deductions". [SS] §21.5 · [SS] §21.11
  • Open question: What is the per-day rate formula for LOP? What does "Organization working days" count? How are mid-month joiners and leavers prorated? How is rounding done?

PO-Q61. Absence and LOP

  • Documented nearby: Rule 7 "Is absent considered as LOP"; Rule 10 "ESI and EPF contribution to be made independent of the Loss of Pay deduction"; Rule 13 proportionate week-off deduction after LOP days. Help › For Admin › Payroll Management › Payroll Policies
  • Open question: What does Rule 13 compute? What does each Yes or No answer change in the payslip?

PO-Q62. Pay group assignment edge cases

  • Documented nearby: A pay group has a start range and end range; assignment takes the CTC and lists matching pay groups; one is selected. Help › For Managers › Payroll Management › Assign Pay Group. CTC History shows a "Select Duration" such as "July 2023 – Present". [SS] §21.11
  • Open question: What happens if a CTC fits several ranges or none? Are pay-group changes effective-dated? Are retroactive revisions recalculated?

PO-Q63. Arrears

  • Documented nearby: Arrear Entry selects Month and Year, City-Branch and Employee, then an arrear name and amount; history statuses are Pending and Paid. Help › For Admin › Payroll Management › Arrear Distribution · Help › For Admin › Payroll Management › Arrear Distribution History
  • Open question: Are arrears computed from a CTC revision or only typed in? Where are arrear names defined?

PO-Q64. EPF and ESI computation

  • Documented nearby: EPF config covers employee contribution, employer contribution, admin charges and "EDIL contribution". Help › For Admin › Payroll Management › EPF. ESI has the "Include Employer's contribution in the CTC" option and state-wise ESI numbers. Help › For Admin › Payroll Management › ESI. Some pay group components are not eligible to calculate EPF, and their EPF option is disabled. Help › For Admin › Payroll Management › Pay group configuration. The payslip summary shows UAN and ESI No. [SS] §21.11
  • Open question: How are wage ceilings, thresholds and contribution periods handled? What file formats do the EPF and ESI reports use?

PO-Q65. Professional Tax

  • Documented nearby: "Professional Tax (View)" shows ranges and monthly deduction amounts state-wise; state names come from locations added by admin. Help › For Managers › Payroll Management › Professional Tax (View)
  • Open question: Who maintains the PT slabs? Can tenants edit them? How are periodic changes in state rules applied?

PO-Q66. Gratuity

  • Documented nearby: Rule 4 (covered under Payment of Gratuity Act, 1972) and Rule 5 (pay gratuity as part of the monthly component). Help › For Admin › Payroll Management › Payroll Policies. The sample payslip lists Gratuity under deductions. [SS] §21.5
  • Open question: How is gratuity calculated, and how is it reflected in net pay?

PO-Q67. Variable DA

  • Documented nearby: Fields are Notification name, Published Name, CPI points, CPI points at notified date, Date, VDA rate per point and Effective date. Help › For Admin › Payroll Management › Variable DA Configuration
  • Open question: How is the VDA amount computed from these fields? On which wage base, and for which employees or pay groups?

PO-Q68. Variable pay

  • Documented nearby: Rule 12 gives a frequency (Monthly, Quarterly, Half-yearly, Yearly). Entry 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
  • Open question: How is the variable amount determined? What is the difference between Calculation Period and Distribution period?

PO-Q69. Advance salary

  • Documented nearby: Rules 1 and 2 (installments, months before resuming). Help › For Admin › Payroll Management › Payroll Policies. The employee needs at least 1 month payslip and can request up to the gross salary. Help › For Employee › Payroll Management › Request Advance Salary. The form has a read-only Request Eligible Amount and a recover-months field defaulting to 2. [SS] §21.11
  • Open question: How is the eligible amount calculated? How is recovery posted to payroll? Who approves (the page names both "Finance manager login" and "Manager")?

PO-Q70. Other Deductions

  • Documented nearby: Other Deductions takes 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
  • Open question: Is a deduction one-off or recurring? How is it applied per employee?

PO-Q71. Bank payment and Bank Wise Salary Summary

  • Documented nearby: Monthly Payroll Report: "User can download the PDF to submit banks". Help › For Managers › Payroll Management › Monthly Payroll Report (View generated Payroll). Bank Master has Is EPF, Is ESI and Is Professional Tax flags. Help › For Admin › Payroll Management › Bank Master. Bank Wise Salary Summary has a Submit action and a disabled checkbox for pending salary. Help › For Managers › Payroll Management › Bank Wise Salary Summary
  • Open question: Are bank transfer files generated? What does Submit do? What do the Bank Master flags control?

PO-Q72. Payable Days Report and Advance Salary Report

  • Documented nearby: Payable Days Report lets the user select month, branch location and manager. The "Advance Salary Report" heading has no content. Help › For Managers › Payroll Management › Payable Days Report · Help › For Managers › Payroll Management › Advance Salary Report
  • Open question: What do these two reports contain?

PO-Q73. Dashboard figures

  • Documented nearby: Finance Dashboard shows "employee's total salary, EPF, ESI & PF details". Help › For Admin › Payroll Management › Finance Dashboard. The Super Admin dashboard shows "Payroll Amount by Department by Month". Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
  • Open question: What is "PF" as distinct from EPF? Is the payroll amount gross or net?

Exit management​

PO-Q74. Separation approval path

  • Documented nearby: The employee can edit, view and cancel "before Manager's approval". Help › For Employee › Exit Management › Separation. The request shows "to HR manager approval"; HR manager selects Approve Exit Date and enters a reason. Help › For Managers › Exit Management › Separation pending approvals. A retention letter is shown before Proceed. [SS] §21.11
  • Open question: Is the reporting manager part of the approval? Can the approved exit date differ from the requested date? Can an approved separation be withdrawn?

PO-Q75. Termination flow

  • Documented nearby: HR manager selects the employee and termination category, then confirms with Yes in an alert. Help › For Managers › Exit Management › Termination. Rule 37 allows backdated termination 0 to 60 days. Help › For Admin › Employee Management › HR Policies
  • Open question: Does termination need a second approval? What are its effects on login, payroll and leave balances?

PO-Q76. Account status and final pay after exit

  • Documented nearby: "No Due" is enabled when all offboarding checklist items are done; status changes from Pending to Completed. Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist
  • Open question: When is login disabled? Is a full-and-final settlement or leave encashment step available? What does No Due trigger?

Claims​

PO-Q77. Claim policy, limits and payout

  • Documented nearby: Employees enter Reimbursement Type, Bill Number, Bill Date, Bill Amount and a file. Help › For Employee › Claims Management › Claims Request. The manager verifies, the Finance Manager approves, and approved records "can be paid from Finance Manager Login in web application". Help › Mobile App › Claims Management › Claim Pending Approvals. Claim IDs follow the pattern CL_GEN_company_n. [SS] §21.6
  • Open question: Where are Reimbursement Types set up? Are there limits per type or approval thresholds? How is payment made or recorded, and does it flow to payroll?

CRM and field force​

PO-Q78. Pipeline stages and Demo Status master

  • Documented nearby: Client columns are Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads; other statuses move to Future Leads. Help › For Managers › CRM Field Force Management › 1.2 Clients. Admin can create Demo Status and Status Master values. Help › For Admin › CRM Field force management › 1.1 Demo Status
  • Open question: How do admin-created Demo Status values map to the fixed columns? Can columns be added?

PO-Q79. Lead age

  • Documented nearby: Lead Age is shown with colour indications. Help › For Managers › CRM Field Force Management › 1.2 Clients. Colours are green 0 to 7 days, amber 8 to 14, red 15 and over; the other report type uses 0–5, 6–10, 11–15, 16–20 and 21+ days. [SS] §21.7 · [SS] §21.11
  • Open question: From which date is age counted (creation or last activity)? Are thresholds configurable?

PO-Q80. Client records and duplicates

  • Documented nearby: Add Client fields are Organization, Contact Person, Contact Number, Address1, Country, State, City and Description. Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client. Manager can change assignment when the employee is unavailable. Help › For Managers › CRM Field Force Management › 1.2 Clients
  • Open question: Is duplicate client detection available? What are the visibility rules between employees?

PO-Q81. Travel approval rate and Claimed status

  • Documented nearby: Six tabs include Verified, Approved, Travel Summary, Rejected and All; the summary counts "Verified, Approved, Rejected, Claimed". Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals. The Travel approvals screen has an editable "KM Revised" field; travel amount is revised km multiplied by a rate. [SS] §21.7 · [SS] §21.11
  • Open question: Where is the rate configured and can it differ by employee or designation? How does a record become Claimed? How is the distance measured?

PO-Q82. Device approvals

  • Documented nearby: "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
  • Open question: How is a device identified? How many devices can a user have? What does a rejection do? Does it apply to HCM and Lite?

PO-Q83. Shared data between CRM and HCM

  • Documented nearby: Manager CRM pages include Leave Approvals, Configure Shift, Week off Configuration and Leave History. Help › For Managers › CRM Field Force Management › 1.12 Leave Approvals. CRM Admin lists Leave Policies. Help › For Admin › CRM Field force management › 1.4 Leave Policies
  • Open question: Do CRM and HCM share one data store for leave balances, shifts and attendance?

PO-Q84. "Add Client" web button

  • Documented nearby: "we can enable 'Add client' button, it is configurable". Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard
  • Open question: Where and by whom is it configured?

PO-Q85. Preloaded lists for Associate Type, Qualification and Specialization

  • Documented nearby: Admin creates these lists. Help › For Admin › CRM Field force management › 1.3 Client Associate Type. Sample data holds Doctor, MBBS and Cardiology. [SS] §21.7
  • Open question: Are the lists empty or preloaded on a new tenant?

Time sheet​

PO-Q86. Timesheet-to-attendance rule

  • Documented nearby: The New Entry page quotes the HR Policies rule "Do you want to limit the timesheet entry hours to attendance hours of that day?". Help › For Employee › Time Sheet Management › 2.1 New Entry. The 48 numbered HR Policies rules do not list it. Help › For Admin › Employee Management › HR Policies
  • Open question: Where is this rule configured, and what is its default?

PO-Q87. Project Roles and approver

  • Documented nearby: Project Roles can be created and edited. Help › For Admin › Time Sheet Management › 1.5 Project Roles. Managers approve timesheet requests. Help › For Managers › Time Sheet Management › 4.1 Pending Request. Project Summary has a Project Manager column. [SS] §21.8
  • Open question: What does a Project Role control? Is the approver the reporting manager or the project manager?

PO-Q88. Bench Employees and Variance classification

  • Documented nearby: Dashboards show Bench Employees count and Project with Variance and Project without Variance. Help › For Managers › Time Sheet Management › 1. Dashboard. Variance % is (Actual − Planned) / Planned. [SS] §21.8
  • Open question: How is an employee classed as bench? What threshold makes a project "with Variance"? Where are estimated hours entered (the Project screen says "filling all fields")?

Learning Management System​

PO-Q89. Course assignment, points and badges

  • Documented nearby: Course Library lets employees enroll. Help › For Employee › Learning Management System (LMS) › Course Library. Reports show Badges, Points and Certificates counts. Help › For Managers › Learning Management System (LMS) › Reports. Badge ladder APPRENTICE to EXPERT is by course count; "Assigned" is a course tab. [SS] §21.11
  • Open question: Who assigns courses and where? How are points awarded? What are the badge thresholds? How are Recommended and Trending lists chosen?

PO-Q90. LMS configuration and instructor accounts

  • Documented nearby: "In Configurations screen, admin will edit the attribute values." Help › For Admin › Learning Management System (LMS) › Configurations. "Instructor Login" is documented. Help › LMS Instructor › Course Builder
  • Open question: Which attributes does Configurations edit? How is an Instructor account created? Which content formats does Course Builder accept?