| Super Admin Dashboard (dashboard) | Super Admin Dashboard | Super Admin (logs in with Company Code, Username, Password) | Only one documented: Shift Based Headcount by Department is shown for the selected Shift. Others: Not documented. | Eight widgets, listed in the widget table below. Screenshot detail: no widget-level screenshot statements are recorded in [SS] §21. | Not documented. | Not documented. | Not documented. | Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard |
| Monthly Attendance Report | Attendance Management | Super Admin; Admin | City-Branch; Manager name (the location manager list is displayed after the city-branch is selected) | Absents Count, Presents Count, Late Count and Total Count of all the employees, based on Branch selection and Manager selection (Super Admin page). The Admin page lists the filters only. | Not documented. | Not documented. | Not documented. | Help › For Super Admin › Attendance Management › Monthly Attendance Report; Help › For Admin › Attendance Management › Monthly Attendance Report |
| Monthly Shifts Report | Attendance Management | Super Admin; Admin | City-Branch Location; Manager; From Date; To Date; Search | Employees attending in different shifts for the selected managers and branch location (displayed as a table) | View icon displays Employees Present, Week off and Absent (No Records found) status | Not documented. | Not documented. | Help › For Super Admin › Attendance Management › Monthly Shifts Report; Help › For Admin › Attendance Management › Monthly Shifts Report |
| Attendance Summary Report | Attendance Management | Super Admin; Admin; Employee (page text reads: Manager can see the employee's summary report) | Super Admin and Admin: City-Branch Location; Manager; From Date; To Date; Search. Employee page: period of date. | Super Admin page: First In, Last Out, Total Hours, Productive Hours, OT Hours, Permission Hours, along with Images of the employees | Details hyperlink: employee punch-in/out timings, Source Name and Images (Super Admin, Admin). Employee page: Click on Details. | Not documented. | Not documented. | Help › For Super Admin › Attendance Management › Attendance Summary Report; Help › For Admin › Attendance Management › Attendance Summary Report; Help › For Employee › Attendance Management › Attendance Summary Report |
| Summary Report (attendance) | Attendance Management | Managers | Period of date (selected by the manager) | The employee's summary report. Columns: Not documented. | Not documented. | Excel and PDF icons | Not documented. | Help › For Managers › Attendance Management › Summary Report |
| Manager Detailed Report (attendance) | Attendance Management | Managers | Not documented. | Employees' attendance details report. Columns: Not documented. | Not documented. | Excel and Pdf icons | Not documented. | Help › For Managers › Attendance Management › Manager Detailed Report |
| Current Day Attendance Report | Attendance Management | Super Admin; Admin; Managers | Super Admin and Admin: Location; All Employees or single Employee; Search. Managers: All Employees; Search. | Current day punch time details of the employees (Super Admin page) | Details hyperlink opens the current day punch details screen; the employee check-in/out image is displayed | Not documented. | Not documented. | Help › For Super Admin › Attendance Management › Current Day Attendance Report; Help › For Admin › Attendance Management › Current Day Attendance Report; Help › For Managers › Attendance Management › Current Day Attendance Report |
| Punch Summary Report | Attendance Management | Super Admin; Admin; Managers | Super Admin and Admin: City-Branch; Manager; Employee Name; Month; Search; Clear. Managers: Employee name (searchable dropdown) and month. | Multiple punch-ins and punch-outs of all the employees in the selected branch (Super Admin page); the employee's check-in and check-out time; location-wise, manager-assigned employees' data (Admin page); assigned employees only (Managers page) | Details hyperlink shows the employee's punch details; Close button returns to the report; Clear button removes the data | Excel file (Super Admin, Admin, Managers) | Displayed only if HR Policy Rule 35 (Is default punch out time to be populated if out punch is missed) = Yes. The Admin page first step reads: Click on Current Day Attendance Report in side navigation. | Help › For Super Admin › Attendance Management › Punch Summary Report; Help › For Admin › Attendance Management › Punch Summary Report; Help › For Managers › Attendance Management › Punch Summary Report; Help › For Admin › Employee Management › HR Policies |
| Missed Punch Report | Attendance Management | Admin; Managers (HR Manager and Manager pages); Employee | Admin: Month and Year; Location; Employee Name (All Employees or single employee); search by employee name and employee ID. Managers: Month and Year; Employee name; Search; search by Emp.ID and Emp.Name. Employee: Month; Search. | Employee missed punch-out records (Employee page). Managers page: only assigned employees' data is displayed. | Not documented. | Excel file (Admin). Managers and Employee: Not documented. | Displayed only if HR Policy Rule 35 = Yes (Admin page: if policy Yes then only the data is displayed; Rule 35: If select Yes, missed punch report is display) | Help › For Admin › Attendance Management › Missed Punch Report; Help › For Managers › Attendance Management › Missed Punch Report; Help › For Employee › Attendance Management › Missed Punch Report; Help › For Admin › Employee Management › HR Policies |
| Shift wise Report | Attendance Management | Admin (listed on the Admin page); Managers (Reporting manager) | Period of time | Employee attendance status shift-wise | View button or icon: list of attendance for the current date with S.No, Shift, Employee name and Status | Not documented. | Not documented. | Help › For Admin › Attendance Management › Shift wise Report; Help › For Managers › Attendance Management › Shift wise Report |
| Late Attendance Report | Attendance Management | Managers; Employee | Managers: a specific employee with a period, or all employees; Search. Employee: From date; To date; Search; Clear (data refreshes and returns to the current month). | Late attendance data. Screenshot columns (Employee portal): Shift, Date, Shift In Time, In Time, Late Hours. | Not documented. | Excel and Pdf icons (Managers, Employee) | Not documented. | Help › For Managers › Attendance Management › Late Attendance Report; Help › For Employee › Attendance Management › Late Attendance Report; [SS] §21.11 |
| Overtime Report | Attendance Management | Managers (HR Manager login) | Location; Month and Year; Search | If an employee works more than the shift hours, the extra hours are considered OT hours and displayed in the table | Not documented. | Not documented. | Not documented. | Help › For Managers › Attendance Management › Overtime Report |
| Extra Days report (Extra Days and Penalty Report, Extra Days option) | Attendance Management | Managers; Employee | Month; Search; Clear (selected month data is cleared and current month data is displayed); search by Emp ID and Emp Name | Weekoff present days, Holiday present days and slab count; all location employees' data (as written on both pages) | Not documented. | PDF and Excel | Extra days are displayed based on the pay schedule window. Related HR Policy Rules 43, 44, 45 (payment for extra days worked); Rule 44 note: extra days are displayed in the extra day report. | Help › For Managers › Attendance Management › Extra Days; Help › For Employee › Attendance Management › Extra Days; Help › For Admin › Employee Management › HR Policies |
| Penalty Days report (Extra Days and Penalty Report, Penalty Days option) | Attendance Management | Managers; Employee | Month; Search; Clear; search by Emp ID and Emp Name | Late attendance and week off absent deduction penalty days. Screenshot columns (Employee portal): Date, Day, Penalty Count, Description (example: Absent on Sunday). | Not documented. | PDF and Excel | Penalty days are displayed based on the pay schedule window. Related HR Policy Rules 46, 47, 48 (salary deduction for not working on weekoff day): amount displayed in penalty report and pay slip. | Help › For Managers › Attendance Management › Penalty Days; Help › For Employee › Attendance Management › Penalty Days; Help › For Admin › Employee Management › HR Policies; [SS] §21.11 |
| Monthly Detail Report | Attendance Management | Employee | Not documented. | Not documented. | Not documented. | Excel and Pdf icons | Not documented. | Help › For Employee › Attendance Management › Monthly Detail Report |
| Employee Attendance dashboard (dashboard) | Attendance Management | Employee | Not documented. | Calendar (Employee Attendance, Holidays, Week Off's, Leaves); Check In/Out (Employees First In and Last Out time); Shifts (Assigned Current shift, Next shifts with date and time); Pending attendance requests in the Alerts section; Send a request option under Pending Attendance | Attendance request icon opens the Attendance request page | Not documented. | Not documented. | Help › For Employee › Attendance Management › Employee Dashboard; Help › For Employee › Attendance Management › Calendar; Help › For Employee › Attendance Management › Check In/Out; Help › For Employee › Attendance Management › Shifts; Help › For Employee › Attendance Management › From Main Dashboard |
| Manager Attendance dashboard (dashboard) | Attendance Management | Managers | Not documented. | All Pending Approvals; attendance absent counts with the employees list displayed in the Calendar; Request Behalf of Employee section with an Add a Request option; Team option | Team option: approve the team attendance and leave requests; Approve attendance navigates to the Approval for attendance page | Not documented. | Not documented. | Help › For Managers › Attendance Management › Managers; Help › For Managers › Attendance Management › Dashboard; Help › For Managers › Attendance Management › 1) Approve from Main Dashboard |
| Monthly Attendance grid (screenshot only) | Attendance Management | audience Not documented. | Not documented. | Day-status legend: A Absent, P Present, W Week-off, L Leave, H Holiday, HD Half Day, WP Week-off Present, HP Holiday Present, HL Half-day Leave. Counts accept halves (example 14.5). | Not documented. | Not documented. | Not documented. | [SS] §21.3 |
| Monthly Shifts grid (screenshot only) | Attendance Management | audience Not documented. | Not documented. | A column per shift with present/total per day (example: 3/109). Shift names in sample data: Regular, Morning, Afternoon, Night, Flexible, 8PM to 9AM. | Not documented. | Not documented. | Not documented. | [SS] §21.3 |
| Punch records and detail popup (screenshot only) | Attendance Management | audience Not documented. | Not documented. | Punch Time, Category (in/out), Location (address), Source (Lite, CRM, MOBILEAPP). A detail popup shows the first and last check-in photos. On-screen rule: In case of multiple attendance sources found, break timings are not considered. | Not documented. | Not documented. | Not documented. | [SS] §21.3 |
| Attendance calendar (mobile) (dashboard) | Attendance Management | Mobile app | Not documented. | Calendar legend: Present, Absent, Holiday, Leave, Week-Off, Half Day, Week-off Present, Holiday Present | Not documented. | Not documented. | Not documented. | [SS] §21.3 |
| Manager Leave Dashboard (dashboard) | Leave Management | Managers | Not documented. | Calendar listing all the employee names who applied for leaves and were approved by the manager. Each leave type has a configurable unique colour used in the employee dashboard and Manager dashboard. | Not documented. | Not documented. | Not documented. | Help › For Managers › Leave Management › Manager Leave Dashboard; Help › For Admin › Leave Management › Casual leave Configuration |
| Leave Detailed Report and Employee wise Report | Leave Management | Managers | Employee name and period of time; dates from calendar; week; leave type; Leave Status; Designations dropdowns; All option for Employee name; Search | Employee wise, date wise, leave type wise and designation wise leave reports. Columns: Not documented. | Not documented. | Excel and Pdf icons | Not documented. | Help › For Managers › Leave Management › Detailed Report; Help › For Managers › Leave Management › Employee wise Report |
| Leave Summary Report | Leave Management | Managers | Not documented. | Total worked days and Total Leaves count information | Not documented. | Excel and Pdf icons | Not documented. | Help › For Managers › Leave Management › Summary Report |
| Leave Payroll Report | Leave Management | Managers | Employee name (single employee); by default the current month status is displayed | Leaves approved count, Loss of pay Count and Absents count | Not documented. | Excel and Pdf icons | Not documented. | Help › For Managers › Leave Management › Payroll Report |
| Employee Leave dashboard (dashboard) | Leave Management | Employee | Not documented. | Calendar (Employee Holidays, Week Off's, Leaves); Holiday List (company holiday list; upcoming 3 holidays displayed on the right side of the screen) | View All button displays all the holidays list | Not documented. | Not documented. | Help › For Employee › Leave Management › Leave Dashboard; Help › For Employee › Leave Management › Calendar; Help › For Employee › Leave Management › Holiday List |
| Leave Balance | Leave Management | Employee (Leave Management and Sales CRM Web Application); Mobile app (Sales CRM Mobile Application leave request) | Not documented. | Employee available leave balance. Screenshots: Used/Available/Total and Manager Name on the web leave request; colour-coded balance chips on the mobile leave request. | Not documented. | Not documented. | Not documented. | Help › For Employee › Leave Management › Leave Balance; Help › For Employee › Sales CRM Web Application › 4.7 Leave Balance; Help › Mobile App › Sales CRM Mobile Application › 4.7.a Leave Request; [SS] §21.4; [SS] §21.11 |
| Employee Reports | Employee Management | Managers (HR Manager) | Column names selected by the HR Manager | Employee information for the selected columns. Screenshot columns: Emp ID, Name, Office Email, Mobile, Emp Status, Emp Type, Department, Designation, Location, Gender, Blood group, and more; column chooser, filter and download. | Not documented. | Download button (format Not documented) | Not documented. | Help › For Managers › Employee Management › Employee Reports; [SS] §21.2 |
| Main dashboard after login (dashboard) | Employee Management | Employee (Employee Card, Company announcements and Alerts); Managers (HR Manager: basic employee information, Announcements, Alerts and Pending Leave/Attendance requests) | Not documented. | Employee: Employee Card, Company announcements and Alerts. Managers page: basic employee information, Announcements, Alerts and Pending Leave/Attendance requests. Screenshot: an Alerts panel lists dd-mm-yyyy - Attendance not recorded with quick attendance and leave request actions. | Not documented. | Not documented. | Not documented. | Help › For Managers › Employee Management › User Login; Help › For Employee › Attendance Management › Login; [SS] §21.11 |
| Employee Management dashboard (dashboard) | Employee Management | Employee | Not documented. | Present month attendance details and leave balance details | Not documented. | Not documented. | Not documented. | Help › For Employee › Employee Management › (intro) |
| Finance Dashboard (dashboard) | Payroll Management | Admin (Finance Admin login); Managers (Finance Manager login) | Past months; Departments | The employee's total salary, EPF, ESI and PF details | Not documented. | Not documented. | Not documented. | Help › For Admin › Payroll Management › Finance Dashboard; Help › For Managers › Payroll Management › Finance Manager |
| Monthly Payroll Report (view generated payroll) | Payroll Management | Managers | Not documented. | All payslip-generated employees' salary details with bank account information | Not documented. | PDF download (to submit to banks) | Not documented. | Help › For Managers › Payroll Management › Monthly Payroll Report (View generated Payroll) |
| EPF Report | Payroll Management | Managers | Not documented. | All the employee EPF deductions | Not documented. | Download of this report (format Not documented); documented use: upload the data to the EPF portal | Not documented. | Help › For Managers › Payroll Management › EPF Report |
| ESI Report | Payroll Management | Managers | Not documented. | All the employee ESI report | Not documented. | PDF or Excel | Not documented. | Help › For Managers › Payroll Management › ESI Report |
| Professional Tax Report | Payroll Management | Managers (Finance Manager) | Month; State; Search button | Count of employees by selected state; employee information | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Professional Tax Report |
| Professional Tax (View) | Payroll Management | Managers | Not documented. | Professional tax ranges and monthly deduction amounts, state-wise. State names are displayed based on the locations added by admin. | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Professional Tax (View) |
| Detailed Payroll Report | Payroll Management | Managers | Month and Year (previous month data is displayed by default); Search | Not documented. | View icon displays the pay slip screen | Pay slip download (format Not documented) | Not documented. | Help › For Managers › Payroll Management › Detailed Payroll Report |
| Employee Payments Report | Payroll Management | Managers | City-Branch; Manager; Month and Year; Search (branch-wise reports) | Data for past months and the current month with regularization; details with Grand Total in the table | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Employee Payments Report |
| Leave Balance Report (payroll) | Payroll Management | Managers | Not documented. | Employee available leave balance in a table | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Leave Balance Report |
| Bank Wise Salary Summary | Payroll Management | Managers | Month and Year; Bank Name dropdown; Search. Second view: payroll generated Month and Year; State dropdown on the PT and ESI category lists. | ESI deduction amount, EPF deduction amount and PT amount for all employees; Pay group total employees' salary; checkboxes with a Total amount; All employees' total EPF, ESI, PT deduction amount; number of pay groups listed | EPF pay group salary category view icon lists all employees; EPF category view icon opens the EPF report; PT category view icon lists employees (State dropdown); ESI category view icon lists employees (State dropdown) and shows the ESI report | Not documented. | Checkbox is disabled if the employee salary is pending. PT list shows only PT eligible employees' data; ESI list shows only ESI eligible employees' salary details. Pay group types: EPF pay group, ESI pay group, ESI and EPF pay group (based on admin pay group creation). | Help › For Managers › Payroll Management › Bank Wise Salary Summary; Help › For Managers › Payroll Management › EPF deduction; Help › For Managers › Payroll Management › ESI category |
| Employee Pay Group List | Payroll Management | Super Admin (only screen in the Super Admin payroll page); Managers | Super Admin: Location; Pay Group; Search; City-Branch; Manager name. Managers: Location dropdown; pay groups dropdown; search by employee name. | Managers page fields: Employee Name, Location and Pay groups. Screenshot grid (Employee Pay Groups): Emp ID, Name, Location, Department, Designation, Pay Group, CTC, Assigned On. | Not documented. | Not documented. | Not documented. | Help › For Super Admin › Payroll Management › Employee Pay Group List; Help › For Managers › Payroll Management › Employee Pay group List; [SS] §21.5 |
| Advance Salary Report | Payroll Management | Managers | Not documented. | Not documented. | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Advance Salary Report (heading only; no text under it) |
| Payable Days Report | Payroll Management | Managers | Month; Branch Location; Manager; Search; employee in the search field | Not documented. | Not documented. | Not documented. | Not documented. | Help › For Managers › Payroll Management › Payable Days Report |
| Employee Payroll dashboard (dashboard) | Payroll Management | Employee | Not documented. | The employee's pay slips and EPF deduction amount | Not documented. | Not documented. | ESI monthly deduction amount is also displayed if the employee is eligible for ESI | Help › For Employee › Payroll Management › Employee Dashboard |
| CTC History | Payroll Management | Employee | Screenshot: Select Duration (example July 2023 - Present) | Employee's earning components amounts, monthly and annually, based on Pay group configuration. Screenshot components: Basic, DA, HRA, Travelling, Telephone, Driver allowances. | Not documented. | Not documented. | Not documented. | Help › For Employee › Payroll Management › CTC History; [SS] §21.5; [SS] §21.11 |
| Pay Slips (payslip) | Payroll Management | Employee; Mobile app (Spryple HR app) | Mobile: Financial Year dropdown; Month dropdown | Web: Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount and Extra Days amount. Mobile: Net Pay, Total Earnings, Deductions. Screenshot layout: Employee Pay Summary (Name, Designation, DOJ, Pay Period, UAN, ESI No., PAN), Bank (Name, Account, IFSC), Leave balance panel, Net Pay block (Actual Gross, Total Deductions, LOP Amount (Days: n), Arrear Amount), footer Total Net Payable. | View button opens the payslip | Download icon (format Not documented) | Salary calculations are based on Pay Group configuration and EPF/ESI settings | Help › For Employee › Payroll Management › Pay Slips; Help › Mobile App › Spryple HR › Applying Comp-Off Request by Employee (payslip steps); [SS] §21.5; [SS] §21.11 |
| Claims Dashboard (dashboard) | Claims Management | Employee; Managers; Admin (Admin page describes the Finance Manager) | Not documented. | Claims Count by Status (Current Month): Pending, Verified, Approved, Paid, Rejected, Total Claims count. Settlement Ratio (claims paid vs total claims). Alerts for the claim requests. Claims Scorecard: Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount. Reimbursement Type by Paid Amount: graphical representation. Screenshot footnote: counts and amounts are based on claim applied dates; settlement ratio example 61.29%. | Not documented. | Not documented. | Not documented. | Help › For Employee › Claims Management › Claims Module for Employee; Help › For Managers › Claims Management › Claims Module for Manager; Help › For Admin › Claims Management › Claim Management for Finance Manager; Help › For Admin › Claims Management › Claim Dashboard for Finance Manager (heading with no text under it); [SS] §21.11 |
| Claims Employee Detailed Report (Claim Report) | Claims Management | Managers | Select Employee; From Date; To Date; Search; Clear (current date is the default in the date fields); search box | Columns: S.No, Applied On, Employee, Claim ID, Bill (Count), Requested Amount, Approved Amount, Receipt Number, Claims Status, Action On, Action By | Not documented. | Excel and PDF icons (for the chosen dates) | Not documented. | Help › For Managers › Claims Management › Claims Approval |
| Timesheet Dashboard (dashboard) | Time Sheet Management | Super Admin; Managers | Date dropdown (applies to Worked hours by project, Project Status Summary and Project Wise Hours) | Counts: Clients (Super Admin page only), Active Projects, Project Assigned Employees, Bench Employees. Worked hours by project: pie chart with Projects and hours. Project Status Summary: donut chart with Project with Variance and Project without Variance count. Project Wise Hours: bar chart, two bars per project (Estimated Hours with count, Consumed Hours with count). | Not documented. | Not documented. | Not documented. | Help › For Super Admin › Time Sheet Management › 1. Dashboard; Help › For Managers › Time Sheet Management › 1. Dashboard |
| Employee Timesheet Dashboard (dashboard) | Time Sheet Management | Employee | Date dropdown (applies to the Task Summary report) | Task Summary report as a bar chart: per project, one bar for Assigned tasks with count and one for Completed tasks with count. Pending timesheet count on top. Assigned Projects and Task list in a table. | Not documented. | Not documented. | Not documented. | Help › For Employee › Time Sheet Management › 1. Employee Dashboard |
| Timesheet Summary Report | Time Sheet Management | Super Admin; Managers; Employee | Super Admin: Client; Project; Date; Status; Search; Clear. Managers: Project; Date; Project Status; Search; Clear. Employee: Project; Date; Search; Clear. | Screenshot Project Summary columns: Client, Project, Project Manager, Estimated Days, Worked Hours, Status. | Details hyperlink opens a popup with details (Super Admin, Managers). Screenshot popup: planned vs actual task dates and hours. | Excel and PDF icons (for the chosen dates) | Not documented. | Help › For Super Admin › Time Sheet Management › 2. Summary Report; Help › For Managers › Time Sheet Management › 5. Summary Report; Help › For Employee › Time Sheet Management › 3. Summary Reports; [SS] §21.8 |
| Effort Variance Report | Time Sheet Management | Super Admin | Project dropdown; Search box (top right of the table; search for any Employee details) | Variance based on planned hours and actual hours. Screenshot columns: Planned vs Actual Hours, actual start and end dates, Variance %, computed as (Actual - Planned) / Planned. | Not documented. | Excel and PDF icons (for the chosen dates) | Not documented. | Help › For Super Admin › Time Sheet Management › 3. Effort Variance Report; [SS] §21.8 |
| Timesheet Defaulters list | Time Sheet Management | Managers | Search box (top right of the table) | Employees who have not submitted a timesheet request. Send Notification button. | Not documented. | Not documented. | Not documented. | Help › For Managers › Time Sheet Management › 1.3.3 Defaulters; Help › For Managers › Time Sheet Management › 4.3 Defaulters |
| GPS Monitoring (live tracking) | CRM Field Force Management | Super Admin (branch wise, manager wise, all employees); Managers (assigned employees) | Date field (current day by default; past dates selectable) | Assigned employees' live tracking on the dashboard map; employee mobile battery percentage after punch in and start of location tracking; total number of employees Punch in and Punch out for the day. Screenshots: two GPS modes (Point-to-Point; GPS Monitoring); Google Maps (Map/Satellite). | Not documented. | Not documented. | Screenshot: tracking requires the employee to be logged into the CRM app with location permission and internet | Help › For Super Admin › CRM Field Force Management › 1.1 GPS Monitoring; Help › For Admin › CRM Field Force Management › 2.1 GPS Monitoring; Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring; [SS] §21.7 |
| Clients (client list by status) | CRM Field Force Management | Super Admin; Managers; Employee (Sales CRM Web Application Client List); Mobile app (Activity Dashboard) | View All checkbox (when unselected, From Date and To Date are displayed). Employee web: checkboxes for lead age options and follow-up options; Select All checkbox. | Clients segregated by Activity status: Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads; Lead Age with colour indications. Employee web second view by Client Status: Interested, Follow-up, Won, Lost, Not Interested. Screenshots: lead-age colours green 0-7 days, amber 8-14, red 15+; Client List has two report types (by Status, by Activity) with lead-age legends 0-5/6-10/11-15/16-20/21+ days vs 0-7/8-14/15+; follow-up icons Scheduled, Exceeded, UnScheduled. | Clicking a client shows Added Client Details and Added Activity details; the manager can add a new activity and assign it to another employee, and can change assignment. Employee web: up arrow shows client location, client status, activity status, final price, amount collected. | Not documented. | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.2 Clients; Help › For Managers › CRM Field Force Management › 1.2 Clients; Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status; Help › For Employee › Sales CRM Web Application › 4.3.b Client Status; Help › Mobile App › Sales CRM Mobile Application › 4.5 Activity Dashboard; [SS] §21.7; [SS] §21.11 |
| Clients Report | CRM Field Force Management | Super Admin (branch wise, manager wise, all employees); Admin (Super Admin text on the Admin page); Managers | Various filters and search options (exact filters Not documented) | All the details related to the Clients added by Employees. Columns: Not documented. | Not documented. | Managers can download the whole Clients Report (format Not documented) | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.4 Clients Report; Help › For Admin › CRM Field Force Management › 2.2 Clients Reports; Help › For Managers › CRM Field Force Management › 1.5 Clients Report |
| Attendance Summary Report (CRM) | CRM Field Force Management | Super Admin; Managers | Date; Employee name (search criteria) | Employee's First in and Last Out time, Total hours and Productive hours | Details hyperlink: break hours taken by the employees | Excel and PDF | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.3 Attendance Summary Report; Help › For Managers › CRM Field Force Management › 1.3 Attendance Summary Report |
| Attendance Detailed Report (CRM) | CRM Field Force Management | Managers; Super Admin (named in the Sales Manager feature list only) | Month (search criteria) | Easier count of the Absents, Presents and Late Count of employees | Not documented. | Not documented. | Not documented. | Help › For Managers › CRM Field Force Management › 1.4 Attendance Detailed Report; Help › For Super Admin › CRM Field Force Management › Sales Manager |
| Employee Activity Report (Summary and Tracking Log) | CRM Field Force Management | Super Admin (branch wise, manager wise); Admin (Super Admin text on the Admin page); Managers | Employee Name; Date fields | Employee wise Punch in and Punch out, Total visits, Type and No. of kms Travelled (Summary). Tracking Log tab: Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | View icon in the Action column navigates to the Employee Tracking Log Report | PDF and Excel icons (Tracking Log tab) | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.5 Employee Activity Report; Help › For Super Admin › CRM Field Force Management › 1.5.1 Summary; Help › For Super Admin › CRM Field Force Management › 1.5.2 Tracking Log; Help › For Admin › CRM Field Force Management › 2.3 Employee Activity Report; Help › For Managers › CRM Field Force Management › 1.6 Employee Activity Report; Help › For Managers › CRM Field Force Management › 1.6.1 Summary; Help › For Managers › CRM Field Force Management › 1.6.2 Tracking Log |
| Employee Tracking Log Report | CRM Field Force Management | Super Admin (branch wise, manager wise); Admin (Super Admin text on the Admin page); Managers | Employee Name; Date field | Employee wise tracking information: Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. Employee Summary Details: First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled, Total Activities. | Clicking Show on Activities displays the activities | PDF and Excel icons (Employee Tracking Details) | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.7 Employee Tracking Log Report; Help › For Super Admin › CRM Field Force Management › 1.7.1 Employee Summary Details; Help › For Super Admin › CRM Field Force Management › 1.7.3 Employee Tracking Details; Help › For Admin › CRM Field Force Management › 2.4 Employee Tracking Log Report; Help › For Managers › CRM Field Force Management › 1.8 Employee Tracking Log Report; Help › For Managers › CRM Field Force Management › 1.8.1 Employee Summary Details; Help › For Managers › CRM Field Force Management › 1.8.3 Employee Tracking Details |
| Travel Approvals and Team Travel Approvals (Travel Summary tab) | CRM Field Force Management | Super Admin; Managers; Employee (Sales CRM Web Application); Mobile app (Reports tab; manager Team Travel Approvals tab) | Select Employee; From Date; To Date; Minimum Visits; Search; Clear. Defaults: All Employee (Employee page: the login employee name), current date, 0 minimum visits. Mobile: From Date; To Date; Minimum Visits (Team: Employee Name). | Six tabs: Pending, Verified, Approved, Travel Summary, Rejected, All. Travel Summary tab: sum of all records related to Verified, Approved, Rejected, Claimed. Screenshots: Selected Records Summary (visits, traveled km, revised km); editable KM Revised field; travel amount = revised km x rate; Claimed status. | Selected Records Summary precedes Verify or Reject | Not documented. | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.8 Team Travel Approvals; Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals; Help › For Employee › Sales CRM Web Application › 4. 4 Travel Approvals; Help › Mobile App › Sales CRM Mobile Application › 4.6 Travel Approvals; Help › Mobile App › Sales CRM Mobile Application › 5.7.b Team Travel Approvals; [SS] §21.7; [SS] §21.11 |
| Assignments Report | CRM Field Force Management | Super Admin; Managers | Select Employee (default All Employee); Scheduled From Date; Scheduled To Date (default current date); Select Status (default All Status); Search; Clear; search box at top right | Assignments in the table. Columns: Not documented. Screenshot assignment statuses: Cancelled, Exceeded. | Not documented. | Not documented. | Not documented. | Help › For Super Admin › CRM Field Force Management › 1.9 Assignments Report; Help › For Managers › CRM Field Force Management › 1.10 Assignments Report; [SS] §21.7 |
| Client Associate Reports | CRM Field Force Management | Super Admin (text on the Admin page) | Not documented. | Associate Type wise, Qualification wise and Specialization wise reports of all employees. Columns: Not documented. | Not documented. | Not documented. | Not documented. | Help › For Admin › CRM Field Force Management › 3.1 Client Associate Reports |
| Monthly Attendance Reports (CRM) | CRM Field Force Management | Super Admin (branch wise, manager wise, text on the Admin page) | Not documented. | All employees' monthly attendance reports. Columns: Not documented. | Not documented. | Not documented. | Not documented. | Help › For Admin › CRM Field Force Management › 3.2 Monthly Attendance Reports |
| Missed Punch Report (CRM) | CRM Field Force Management | Managers | Month and Year (default present month); Employee Name (default All Employees); Search; Clear; search box | Not documented. | Not documented. | Not documented. | Not documented. | Help › For Managers › CRM Field Force Management › 1.11 Missed Punch Report |
| Employee dashboard (CRM web) (dashboard) | CRM Field Force Management | Employee (Sales CRM Web Application) | Calendar icon | Punch In/Out time, Today Follow-ups, Today's Date with Calendar icon, Add Clients, Maps. Calendar shows Presents, Absents, Week-Off, Holidays, Leaves. | Not documented. | Not documented. | Add client button on the web is configurable (enabled on request) | Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard |
| Dashboard (CRM mobile) (dashboard) | CRM Field Force Management | Mobile app (Employee and Manager) | Today's Follow-ups screen: Select Date; Employee Name; Search | Present Date, Punch in and punch out time, No. Of Presents, No. Of Absents, No. Of Clients Added, Calendar with Presents, Absents, Holidays, Leaves, Week offs, and Graph. Activities option is displayed in place of Today's Follow-ups for image-only activities. | Today's Follow-ups arrow opens the Follow-ups screen | Not documented. | Not documented. | Help › Mobile App › Sales CRM Mobile Application › 4.2 Dashboard; Help › Mobile App › Sales CRM Mobile Application › 4.2.1 Today's Followup's; Help › Mobile App › Sales CRM Mobile Application › 5.2 Dashboard |
| Employee Location (CRM mobile) | CRM Field Force Management | Mobile app (Manager) | Not documented. | All assigned employees including manager names are displayed | Location icon shows the employee's present location | Not documented. | Not documented. | Help › Mobile App › Sales CRM Mobile Application › 5.6 Employee Location |
| Attendance Reports tab (CRM mobile) | CRM Field Force Management | Mobile app (Manager) | Not documented. | Named as a Manager tab and feature only. Content: Not documented. | Not documented. | Not documented. | Not documented. | Help › Mobile App › Sales CRM Mobile Application › 5.2 Dashboard; Help › Mobile App › Sales CRM Mobile Application › 5. Manager Level Features |
| LMS Dashboard (dashboard) | Learning Management System (LMS) | Admin (HR Manager dashboard); Managers (Manager dashboard); LMS Instructor (Instructor dashboard) | Not documented. | Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses | Not documented. | Not documented. | Not documented. | Help › For Admin › Learning Management System (LMS) › Dashboard; Help › For Managers › Learning Management System (LMS) › Dashboard; Help › LMS Instructor › Dashboard |
| LMS Reports | Learning Management System (LMS) | Managers; LMS Instructor | Not documented. | Employees enrolled, completed, Badges, Points, Certificates count | Not documented. | Not documented. | Not documented. | Help › For Managers › Learning Management System (LMS) › Reports; Help › LMS Instructor › Reports |
| Learning Sphere (employee dashboard) | Learning Management System (LMS) | Employee | Not documented. | Employee No. Of Sections completed, Leader Dashboard, Course Information. Screenshots: KPI tiles (courses, modules and sections completed, certificates, streak); leaderboard with points; course tabs Enrolled, Assigned, Recommended, Trending, Popular, Personal Recommendations. | Not documented. | Not documented. | Not documented. | Help › For Employee › Learning Management System (LMS) › Learning Sphere; [SS] §21.11 |
| My Badges | Learning Management System (LMS) | Employee | Not documented. | Employee earned Badges and Next Targets. Screenshot badge ladder by course count: APPRENTICE, SCHOLAR, MENTOR, GUIDE, PATHFINDER, EXPERT. | Not documented. | Not documented. | Not documented. | Help › For Employee › Learning Management System (LMS) › My Badges; [SS] §21.11 |
| My Certificates | Learning Management System (LMS) | Employee | Not documented. | Employee completed courses certificates. Screenshot certificate fields: recipient name, course, date, tenant name, instructor signature, Certificate ID (example CERT250811174612SELE10); no score or duration shown. | Not documented. | Not documented. | Not documented. | Help › For Employee › Learning Management System (LMS) › My Certificates; [SS] §21.10 |
| Today Attendees | Attendance Management | Mobile app (Spryple HR app, Manager) | Not documented. | Multiple check ins and check outs of all the employees for the current day | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple HR › Today Attendees |
| Attendance Details (mobile) | Attendance Management | Mobile app (Spryple HR app) | Not documented. | Check ins and check outs data of all the employees, date wise | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple HR › Attendance Details |
| Attendance Summary (mobile) | Attendance Management | Mobile app (Spryple HR app) | Month (calendar icon); default view is the current month till date | Each employee's Present Count for that month | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple HR › Attendance Summary |
| Rewards and Recognition Reports | Employee Management | Mobile app (Spryple HR app) | Not documented. | Count of Recognition types for each employee. Screenshot: counts per type per employee; recognition types Birthday, Outstanding, Job Well Done, Congratulations, Performance-based recognition. | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple HR › REWARDS & RECOGNITION; [SS] §21.9 |
| Lite Detailed Reports | Attendance Management | Mobile app (Spryple Lite, Manager) | Not documented. | Attendance displayed employee wise along with date wise | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple Lite › 4.2 Detailed Reports |
| Lite Attendance Reports | Attendance Management | Mobile app (Spryple Lite, Manager) | Month (calendar icon); default view is the current month till date | Each employee's Present Count for that month | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple Lite › 4.3 Attendance Reports |
| Lite Payroll Reports | Payroll Management | Mobile app (Spryple Lite, Manager) | Selected period | Employee names, Monthly Salary, Presents Count and Payable salary. Screenshot columns: Name, Salary, P. Tax, Presents, Payable salary. | Not documented. | Not documented. | Not documented. | Help › Mobile App › Spryple Lite › 4.4 Payroll Reports; [SS] §21.5 |