Workflows (step by step)

Fact-only rules for this chapter. Every sentence comes from one of three sources: the Help Center crawl (breadcrumbs such as Help › For Managers › Leave Management › Pending Requests), the breadcrumb tree of that crawl, or screenshot facts tagged Observed in the analysis file (marked [SS] §21.x). Nothing is inferred, advised, compared or evaluated. Where the documentation is silent on something a reader would expect (who approves, what happens next, which notification is sent), the entry says Not documented. Where two pages disagree, both are shown with their sources. Role names are quoted as the documentation writes them, including its inconsistent capitalisation (Admin, Finance Admin, Finance Manager, HR Manager, HR manager, Manager, Reporting manager, Receptionist, Sales Executive, Field Executive, Super Admin, Instructor).

Each workflow lists: Trigger, Actors, Steps, Statuses, Notifications, End state, Variants, Not documented. Ten workflows carry a Mermaid flowchart.

Part A. Access and credentials (A1 to A6)
Part B. Employee management and onboarding (B1 to B9)
Part C. Attendance (C1 to C21)
Part D. Leave (D1 to D15)
Part E. Payroll (E1 to E18)
Part F. Exit management (F1 to F4)
Part G. Claims (G1 to G4)
Part H. Timesheet (H1 to H9)
Part I. CRM and field force (I1 to I12)
Part J. Mobile apps (J1 to J8)
Part K. Learning Management System (K1 to K6)
Part L. Administrative master data and policies (L1 to L14)

Part A. Access and credentials

Trigger / start point: A user opens the web application.
Actors: Employee, Super Admin.
Steps:
1. Enter Company code, Username/Email and Password and click Login. Help › For Employee › Attendance Management › Login
2. Super Admin logs in with Company Code, Username, Password. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
3. After a successful employee login, the main dashboard is displayed (Employee Card, Company announcements and Alerts). Help › For Employee › Attendance Management › Login
4. For the manager role, the main dashboard shows basic employee information, Announcements, Alerts and Pending Leave/Attendance requests. Help › For Managers › Employee Management › User Login
Statuses: Not documented.
Notifications: Not documented.
End state: Main dashboard displayed. Help › For Employee › Attendance Management › Login
Variants: Mobile apps use Company Code, Username and Password (Spryple HCM) or Company code, Username/Email and Password (Spryple CRM). Help › Mobile App › Spryple HR › Applying Attendance Request by Employee and Help › Mobile App › Sales CRM Mobile Application › 4.1 Login
Not documented: Forgot-password flow, lockout, multi-factor authentication, session expiry.

Trigger / start point: A new employee needs credentials. The documentation states that after HR adds the new hire, an email is sent to Admin to create the credentials. Help › For Managers › Employee Management › Employee Directory
Actors: Admin.
Steps:
1. Open Users Login. Click the Edit icon; Employee name and Official Email ID are displayed in fields. Help › For Admin › Employee Management › Users Login
2. Add the Username in the User ID field. The password displays by default as "Welcome1!" (the Employee can update the password in the Employee's login). Help › For Admin › Employee Management › Users Login
3. Click Submit to create the user credentials. Help › For Admin › Employee Management › Users Login
4. The employee receives the credentials information. Help › For Managers › Employee Management › Employee Directory
Statuses: Not documented.
Notifications: The employee receives the credentials information (channel not stated in the text). Help › For Managers › Employee Management › Employee Directory. The credentials email carries the login URL, Company Code, Username and the password "Welcome1!". [SS] §21.2
End state: The new employee logs in to the application with the credentials. Help › For Managers › Employee Management › Employee Directory
Variants: The Roles & Permissions section contains text identical to Users Login (create Username and Password, Edit icon, "Welcome1!"). Help › For Admin › Employee Management › Roles & Permissions. No separate role-assignment steps are documented under that heading.
Not documented: How roles are assigned in Roles & Permissions, how Admin is notified beyond the email statement, credential expiry.

A3. Employee Password Reset (Admin)

Trigger / start point: Admin opens Employee Password Reset.
Actors: Admin. The notifying sender is named as "HR Department".
Steps (three reset options):
1. Select Location Name, Department Name, Employee Name. Help › For Admin › Employee Management › Employee Password Reset
2. Select Reset Option from the dropdown. Help › For Admin › Employee Management › Employee Password Reset
3. Option "Username": enter the new username, click Submit. The user receives a Reset username mail from HR Department. Help › For Admin › Employee Management › Employee Password Reset
4. Option "Password": enter the New Password, click Submit. The user receives a Reset password mail from HR Department. Help › For Admin › Employee Management › Employee Password Reset
5. Option "New Username and Password": enter the new username, the new password is displayed, click Submit. The user receives a Reset username & password mail from HR Department. Help › For Admin › Employee Management › Employee Password Reset
Statuses: Not documented.
Notifications: Reset username mail, Reset password mail, Reset username & password mail (one per option). Help › For Admin › Employee Management › Employee Password Reset
End state: Credentials updated; user mailed.
Variants: The form also shows "Existing User Name" and "Existing Password" (masked, with an eye toggle). If the employee has no office email, the admin writes down the credentials and shares them manually. [SS] §21.12
Not documented: Forced change at next login, audit trail.

A4. Change Password (Employee)

Trigger / start point: Employee opens the user menu.
Actors: Employee.
Steps:
1. Click the down arrow at the top right corner. Help › For Employee › Employee Management › Change Password
2. Click Change Password; the page is displayed. Help › For Employee › Employee Management › Change Password
3. Enter current password, New password and Confirm Password. Help › For Employee › Employee Management › Change Password
4. Click Submit. Help › For Employee › Employee Management › Change Password
Statuses / Notifications / End state: Not documented (no confirmation or email is described).
Variants: Password rules (length, case, digits, special characters, history) are set in HR Policies, see L1. Help › For Admin › Employee Management › HR Policies
Not documented: Success message, session behaviour after change.

A5. Employee profile edit and picture upload

Trigger / start point: Employee opens Edit Profile.
Actors: Employee.
Steps:
1. Click Edit Profile at the top right corner; the edit profile screen is displayed. Help › For Employee › Employee Management › Edit Profile
2. Update the needed information and click Submit. Help › For Employee › Employee Management › Edit Profile
3. Optionally upload a profile picture; the uploaded image is displayed on the employee's dashboard. Help › For Employee › Employee Management › Edit Profile
Statuses / Notifications: Not documented.
End state: Profile updated.
Variants: My Profile shows Personal information, Work experience, Bank Details, Family details, Education details, Documents upload; the employee can edit or update the data. Help › For Employee › Employee Management › My Profile. HR Policies has a rule "Is employee details editable by employee" (Yes or No). Help › For Admin › Employee Management › HR Policies
Not documented: Whether edits need approval, and which fields are editable when the rule is Yes.

A6. Employee onboarding checklist view

Trigger / start point: Employee opens Onboarding Checklist in the Employee Management side menu.
Actors: Employee.
Steps: Login, click Employee Management, click Onboarding Checklist; the employee sees the Induction Program (if any) and the Onboarding Checklist with status. Help › For Employee › Employee Management › Onboarding checklist
Statuses: Checklist status is Pending or Completed (set by HR manager, see B5). Help › For Managers › Employee Management › Onboarding Pending Checklist
Notifications / End state: Not documented. The employee can see the checklist status in their login. Help › For Managers › Employee Management › Onboarding Pending Checklist
Not documented: Whether the employee can act on checklist items.

Part B. Employee management and onboarding

Trigger / start point: HR manager clicks New Hires and the Add icon. Help › For Managers › Employee Management › Adding New Hire
Actors: HR manager, new hire (Employee), Admin.
Steps:
1. Login with HR manager. Click Employee Management, then New Hires in the HR Manager section. Added employees display with status Hired; a Joined or Hired radio button filters the list. Help › For Managers › Employee Management › Adding New Hire
2. Click the Add icon and enter First name, Middle Name, Last name, Email, Hired On, Joining Date, Designation, Mobile Number, Emergency Contact Number. Click Submit. Help › For Managers › Employee Management › Adding New Hire
3. The employee enters basic information through the received link: Personal Information, Contact Information, Family Details, Work Experience, Education Details and requested documents. Help › For Managers › Employee Management › Adding New Hire
4. When the employee has filled all information, the HR manager clicks the Joining Formalities button and the data is saved in Employee Directory. Help › For Managers › Employee Management › Employee Directory
5. HR manager adds Work Information: Official Email, Employment Type, Employee Role, working location, Designation, Department, reporting manager. Help › For Managers › Employee Management › Employee Directory
6. HR manager adds Personal Contact Information (Residence Address, Country, State, City, Pin Code) and Family Details (Name, Contact Number, Gender, Relationship, Status; click Add). Help › For Managers › Employee Management › Employee Directory
7. Click Save after adding all mandatory fields. HR manager can also add Contract/Promotions, Bank Details, Work Experience, Education, Documents Upload. Help › For Managers › Employee Management › Employee Directory
8. Employee documents go through Document Approval (B3) and the Onboarding checklist runs (B4, B5).
9. After the process, an email is sent to Admin to create the new employee's credentials. Help › For Managers › Employee Management › Employee Directory
10. Admin creates the credentials (A2); the employee receives them and logs in. Help › For Managers › Employee Management › Employee Directory
Statuses: New Hires list: Hired, Joined. Help › For Managers › Employee Management › Adding New Hire. Checklist: Pending, Completed. Help › For Managers › Employee Management › Onboarding Pending Checklist
Notifications: Link to the employee (channel not stated in the text); the link is sent from no-reply@spryple.com with the subject "Welcome to Spryple" and expires after 24 hours. [SS] §21.2. Email to Admin to create credentials. Help › For Managers › Employee Management › Employee Directory. Credentials information to the employee. Document approval and rejection emails are in B3. Automatic reminders for pending onboarding checklists are an Admin setting (L2). Help › For Admin › Employee Management › Onboarding Settings
End state: New employee logs in with credentials. Help › For Managers › Employee Management › Employee Directory
Variants: If the employee has no registered email, HR adds the information in "CANDIDATE DATA" in New Hires. Help › For Managers › Employee Management › Adding New Hire. Required fields on the New Hire form: First Name, Last Name, Hired On, Joining Date, Designation, Mobile, Emergency Contact; personal email is optional. [SS] §21.2. Bulk entry by Excel upload (B9).
Not documented: What the status Joined requires, what happens when the 24-hour link expires, how Hired changes to Joined, the exact trigger for the Admin email beyond "after completion of the entire process", employee ID generation timing (prefix and seed settings are in L3).

B2. Employee Directory maintenance

Trigger / start point: HR manager opens Employee Directory.
Actors: HR manager.
Steps: Add or update Personal Information. Update an employee's role or reporting manager when there are changes. Use the Edit button to update Personal Information, Work Information, Personal Contact Information. Help › For Managers › Employee Management › Employee Directory
Statuses / Notifications / End state: All added information reflects in Employee Directory. Help › For Managers › Employee Management › Employee Directory
Not documented: Change history, notification to the employee on role or manager change.

B3. Document approval

Trigger / start point: An employee uploads documents.
Actors: Employee, HR manager (HR).
Steps:
1. Employee-uploaded documents appear on the Document approval screen. Help › For Managers › Employee Management › Document Approval
2. View a document with the View icon. Help › For Managers › Employee Management › Document Approval
3. Click Approve or Reject. Help › For Managers › Employee Management › Document Approval
4. If rejected, the employee re-uploads a valid document; on re-upload the HR manager receives an email. Help › For Managers › Employee Management › Document Approval
Statuses: Approved, Rejected (as button outcomes). Documents uploaded by HR on behalf of an employee are automatically approved. Help › For Managers › Employee Management › Document Approval
Notifications: Email to the employee after approval; email to the employee to re-upload after rejection; email to the HR manager on re-upload. Help › For Managers › Employee Management › Document Approval
End state: Documents approved. Checklist items for documents are shown with Department and "Approver Name". [SS] §21.2
Not documented: Rejection reason capture, limit on re-uploads.
Note on the sources: The sentence about HR manager receiving an email on re-upload also appears under Help › For Managers › Attendance Management › Manager Detailed Report.

B4. Onboarding checklist assignment

Trigger / start point: A new employee is added.
Actors: HR manager.
Steps: HR manager checks the employee's Onboarding checklist. All master checklists (Onboarding) are assigned to every new employee. Help › For Managers › Employee Management › Onboarding Pending Checklist
Statuses: Pending. Help › For Managers › Employee Management › Onboarding Pending Checklist
Notifications: Automatic reminders to employees about pending onboarding checklists when enabled in Onboarding Settings. Help › For Admin › Employee Management › Onboarding Settings
End state: Checklist awaits updating (B5).
Not documented: Per-item owner assignment rules (checklist items show a Department and "Approver Name" in screenshots [SS] §21.2).

B5. Onboarding checklist completion and No Due

Trigger / start point: The checklist process is carried out.
Actors: HR manager.
Steps:
1. After the checklist process, HR manager updates the checklist; all checklists are updated by the HR Manager. Help › For Managers › Employee Management › Onboarding Pending Checklist
2. When all checklists are closed/done, the No Due button is enabled. Help › For Managers › Employee Management › Onboarding Pending Checklist
3. HR manager selects the No due option and clicks Submit. Help › For Managers › Employee Management › Onboarding Pending Checklist
Statuses: Pending to Completed. Help › For Managers › Employee Management › Onboarding Pending Checklist
Notifications: Not documented.
End state: Employee checklist status Completed; the employee sees it in their login. Help › For Managers › Employee Management › Onboarding Pending Checklist
Variants: An "Add Comments" box sits beside No Due. [SS] §21.2
Not documented: Whether completion triggers credential creation or any other step.

B6. Induction program (HR manager)

Trigger / start point: HR manager clicks the add button in Induction Program.
Actors: HR manager; Admin (program types); employees.
Steps:
1. Admin first creates Induction program types (L7). Help › For Admin › Employee Management › Induction
2. HR manager clicks add, enters the required fields, clicks Submit; the program is added to the table. Help › For Managers › Employee Management › Induction Program
3. HR clicks assign; the employee list is displayed; HR selects employees and clicks Submit. Help › For Managers › Employee Management › Induction Program
4. HR manager can edit and cancel the program. Help › For Managers › Employee Management › Induction Program
Statuses: Program list columns include Status, with example Scheduled; actions are assign, edit, cancel. [SS] §21.2
Notifications: Selected employees receive an email about the program; employees receive emails on updated and cancelled programs. Help › For Managers › Employee Management › Induction Program
End state: The program details are displayed in the selected employee's login and main dashboard. Help › For Managers › Employee Management › Induction Program
Variants: Employee sees Induction Program in the Onboarding Checklist page (A6). The list shows Program Type, Department, Conduct By, Date, Start/End Time, Status. [SS] §21.2
Not documented: Attendance or completion tracking for the program, status values other than Scheduled.

B7. Employee Reports

Trigger / start point: HR manager opens Employee Reports.
Actors: HR manager.
Steps: Select column names with the column button; reports are produced from the selection; download with the download button. Help › For Managers › Employee Management › Employee Reports
Variants: Columns seen in screenshots include Emp ID, Name, Office Email, Mobile, Emp Status, Emp Type, Department, Designation, Location, Gender, Blood group. [SS] §21.2
Statuses / Notifications / Not documented: Not documented (file formats are not stated in the text).

B8. Excel upload of employees

Trigger / start point: HR Manager dumps multiple employees' data.
Actors: HR Manager.
Steps: Click Select File and upload the Excel file; the data is saved in the employee directory; HR manager can also download the data with the download button. Help › For Managers › Employee Management › Excel Upload
Statuses / Notifications: Not documented.
End state: Data saved in Employee Directory.
Not documented: Template, validation errors, partial failures, whether credentials are created.

B9. Employee Department and Designation mapping

Trigger / start point: HR Policies rule 36 "Is mapping required between departments & designations?" is Yes. Help › For Admin › Employee Management › HR Policies
Actors: Admin.
Steps: Select Department, select Designation, click submit; departments can be searched with designation. Help › For Admin › Employee Management › Department Designation Mapping
Statuses / Notifications / Not documented: Not documented.

Part C. Attendance

C1. Biometric ID mapping

Trigger / start point: Biometric punches must reach the application. The page states that the admin must map the employee Id and the Bio-metric id. Help › For Admin › Attendance Management › Mapping ID's
Actors: Admin.
Steps:
1. Open the Mapping Id's page in the Attendance module. Help › For Admin › Attendance Management › Mapping ID's
2. Enter the Bio metric id and select the Employee name. Help › For Admin › Attendance Management › Mapping ID's
3. Click Submit to save. Help › For Admin › Attendance Management › Mapping ID's
Statuses / Notifications: Not documented.
End state: Employee Bio-metric punches are recorded and the employee can see them on the employee Dashboard. Help › For Admin › Attendance Management › Mapping ID's
Variants: Punch records carry a Source (examples "Lite", "CRM", "MOBILEAPP"). [SS] §21.3
Not documented: Device integration steps, bulk mapping, unmapping.

C2. Attendance request by employee (three entry points)

Trigger / start point: An employee has pending or missing attendance. The documentation lists three ways to mark an attendance request: From Main Dashboard, Dashboard, Attendance Request. Help › For Employee › Attendance Management › Requesting Attendance
Actors: Employee; Reporting manager (approver, see C4).
Steps:
1. Way 1, Main Dashboard: the employee sees pending attendance requests in the Alerts section, can submit an attendance or leave request for pending days; clicking the attendance request icon opens the Attendance request page. Help › For Employee › Attendance Management › From Main Dashboard
2. Way 2, Dashboard: the employee sees "Send a request" under "Pending Attendance". Clicking it opens the Attendance Request page. Select Work type, From date and To date (default to the pending date and disabled), enter Reason, select Attachment (if any), click Submit. Help › For Employee › Attendance Management › Send a request
3. Way 3, Attendance Request in the Attendance Module: select Work type (Work From Home, Work From Office, On-Duty, Work From Remote Location), From date, To date, Reason; tick First Half and/or Second Half; upload attachment; click Submit. Help › For Employee › Attendance Management › Attendance Request
4. Before approval or rejection, the employee can edit (update work type, dates, reason, attachment; click Update) or delete (confirm Yes) the request. Help › For Employee › Attendance Management › Edit Request, Help › For Employee › Attendance Management › Delete Request
5. After a decision, the employee views details with the View icon. Help › For Employee › Attendance Management › View
Statuses: Submitted (until the manager acts), Approved, Rejected, Deleted. Help › For Employee › Attendance Management › Attendance Request
Notifications: Not documented for the web flow. Mobile shows a confirmation message "Attendance Request Applied Successfully". Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
End state: Approved or Rejected by the manager.
Variants: Mobile (J1): Work Type, From Date, To Date, reason. Mobile attendance request also has half-day checkboxes and a required Shift. [SS] §21.3. On behalf of employee: C3. Approval: C4.
Not documented: Escalation if the manager does not act, notification to the manager.

C3. Attendance request on behalf of employee (Manager)

Trigger / start point: Manager uses "Add a request" on the dashboard or "Request Behalf of Employee" in the side navigation. Help › For Managers › Attendance Management › Managers
Actors: Manager.
Steps:
1. Dashboard route: click "Add a request" under "Request Behalf of Employee"; Employee Name, From date and To date are displayed and disabled by default; select Work type, enter Reason, add attachment, click Submit. Help › For Managers › Attendance Management › 1)Add a request (Dashboard)
2. Side navigation route: select Employee Name, Work type, From and To dates, enter Reason, add attachment, click Submit. Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation)
3. After submission the manager can see the records on the same page. Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation)
Statuses: The request is "submitted and approved" on submit. Help › For Managers › Attendance Management › 1)Add a request (Dashboard)
Notifications: Not documented.
End state: Approved.
Not documented: Employee notification, limits on dates.

C4. Attendance request approval (three ways)

Trigger / start point: An employee's request is in Submitted status.
Actors: Reporting manager / Manager.
Steps (three ways named): Team option in Main Dashboard; Approve request (Dashboard); Pending Approvals. Help › For Managers › Attendance Management › Managers
1. Way 1: approve the team attendance and leave request from the team option in the main dashboard; clicking "Approve attendance" opens the Approval for attendance page where the Reporting manager can approve or reject. Help › For Managers › Attendance Management › 1) Approve from Main Dashboard
2. Way 2: click "Approve request"; the Approval for Attendance page shows data with all fields disabled and Approve and Reject buttons. Approve opens an Approval popup; Submit approves. Reject opens a Reject popup; enter the reason; Submit rejects. Help › For Managers › Attendance Management › 2) Approve request (Dashboard)
3. Way 3: click "Pending Approvals"; the table shows requests with status "Submitted"; click Approve or Reject, or the View icon to open the Approval for Attendance page. Approve and Reject follow the same popups. Help › For Managers › Attendance Management › 3) Pending Approvals (Side Navigation)
Statuses: Submitted to Approved or Rejected. Help › For Managers › Attendance Management › 3) Pending Approvals (Side Navigation)
Notifications: Mobile: "Attendance Request Approved Successfully" or "Attendance Request Rejected Successfully", and the status changes in the employee's login. Help › Mobile App › Spryple HR › Approving Attendance Request by Manager. Web: Not documented.
End state: Approved or Rejected; the employee can view it.
Variants: Mobile approval (J1). Approval History shows approved and rejected attendance requests with a view button. Help › For Managers › Attendance Management › Approval History
Not documented: Bulk approval for attendance requests, multi-level approval.

C5. Shift change request (employee) and approval with swap (manager)

Trigger / start point: An employee with an assigned shift clicks add. Help › For Employee › Attendance Management › Shift Change Request
Actors: Employee; Manager (Reporting manager).
Steps:
1. Employee: click add to send a shift change request to the Reporting manager. An assigned shift is required. Applied date is displayed and disabled; select From date and To date; the From Shift is displayed based on dates; select To Shift; enter Reason; click Submit. Help › For Employee › Attendance Management › Shift Change Request
2. The employee can edit or delete the record, and view Approved, Rejected, Deleted records. Help › For Employee › Attendance Management › Shift Change Request
3. Manager: open Approve Shift Change Request under manager screens; the applied requests are displayed; view full information with the view button. Help › For Managers › Attendance Management › Approve Shift Change Request
4. Manager selects an employee from the dropdown to swap shift between employees, and clicks Approve; or clicks Reject. Help › For Managers › Attendance Management › Approve Shift Change Request
Statuses: Submitted, Approved, Rejected, Deleted. Help › For Employee › Attendance Management › Shift Change Request
Notifications: Not documented.
End state: Approved or Rejected.
Not documented: Whether selecting a swap employee is mandatory, how the swapped employee is informed, rejection reason capture.

C6. Permission request (employee) and approval (manager)

Trigger / start point: An employee adds a new permission request for the present day or future days. Help › For Employee › Attendance Management › Request Permission
Actors: Employee; Manager.
Steps:
1. Employee: click add new, select a date, enter permission duration in minutes, enter Reason, click Submit. Multiple permission requests for a day are not allowed. Help › For Employee › Attendance Management › Request Permission
2. Employee can edit or delete; can cancel an approved record with the cancel icon. Help › For Employee › Attendance Management › Request Permission
3. Manager: open Approve Permission; submitted requests display in a table; the manager can edit a record (save or cancel the edit), click the approve icon or the reject icon. Help › For Managers › Attendance Management › Approve Permission
4. Permission History shows the outcome. Help › For Managers › Attendance Management › Permission History
Statuses: Submitted, Approved, Rejected, Deleted (employee deleted a submitted request), cancelled (employee cancelled after approval). Help › For Managers › Attendance Management › Permission History
Notifications: Not documented.
Variants: HR Policies rule 29: consider an employee permission a paid permission or not. Help › For Admin › Employee Management › HR Policies
Not documented: Maximum duration, rejection reason capture.

C7. Attendance regularization (employee)

Trigger / start point: An employee checked in but did not check out; the record is displayed in the attendance regularization table. Help › For Employee › Attendance Management › Attendance Regularization
Actors: Employee.
Steps:
1. Click the edit icon on the record; enter the out time; click the save icon (the record is removed from the table) or the cancel icon. Help › For Employee › Attendance Management › Attendance Regularization
2. Alternatively click the leave request icon; select the leave type (regular leaves display if the employee has them, otherwise only Loss of Pay); From date and To date display by default; the leave count displays; click Submit. After submit the leave is applied and the record is removed from regularization. Help › For Employee › Attendance Management › Attendance Regularization
Statuses / Notifications: Not documented.
Variants: HR Policies rules 32 and 33: option to mark a regularization record as week off; how many past days are displayed. Help › For Admin › Employee Management › HR Policies
Not documented: Whether the out-time edit needs manager approval, which statuses apply to the resulting leave.

C8. Manager attendance regularization and approval

Trigger / start point: Manager opens Manager Attendance Regularization; records of that manager's assigned employees display. Help › For Managers › Attendance Management › Manager Attendance Regularization
Actors: Manager.
Steps:
1. Click the Full Day radio button to list employees marked fully absent or single punch in; multi-selection is supported. Help › For Managers › Attendance Management › Manager Attendance Regularization
2. Click the attendance request icon to submit attendance; click the leave request icon and a confirmation message "Click on 'Yes' to submit and approve the leave request." is shown. Help › For Managers › Attendance Management › Manager Attendance Regularization
3. Click Half Day radio button for the Half Day present list; click Half Day Regularization icon; choose Attendance to submit an attendance request or Leave to submit a leave request. Help › For Managers › Attendance Management › Manager Attendance Regularization
4. Regularization Approval: select multiple records at a time; click the approve icon or the reject icon. Help › For Managers › Attendance Management › Regularization Approval
Statuses / Notifications / End state: Not documented beyond approve and reject icons.
Not documented: Who sees records pending in Regularization Approval versus those the manager submits.

C9. Shift creation and assignment (Admin, Manager)

Trigger / start point: Admin creates shifts; a manager assigns shifts and week offs.
Actors: Admin (create shift); Manager (assign).
Steps:
1. Admin: enter Shift Name and Shift Description; select Start Time and End Time (Total Hours auto populates); set Grace Period In Time and Out Time, "Number of lates is more than" and "Deduct leave count"; after submit the shift is listed. Shifts can be set inactive. Help › For Admin › Employee Management › Shift
2. Manager (Shift configuration): select Shift, Shift duration (From date and To date), select week offs, select Employees, click submit. Help › For Managers › Attendance Management › Shift configuration
3. CRM Manager Configure Shift: same, plus shift history by view icon. Help › For Managers › CRM Field Force Management › 1.13 Configure Shift
Statuses: Active and Inactive shifts. Help › For Admin › Employee Management › Shift
Notifications / End state: Not documented. Screenshots show a Monthly Shifts grid with shift names such as Regular, Morning, Afternoon, Night, Flexible. [SS] §21.3
Variants: HR Policies rules 19 to 21, 25 and 26 automatically assign a shift to unassigned employees. Help › For Admin › Employee Management › HR Policies
Not documented: Conflict handling when assigning overlapping dates.

C10. Week-off configuration

Trigger / start point: Manager opens week off configuration in the side navigation.
Actors: Manager.
Steps: View an employee's week off details with the view icon, then click close; tick the weekly off check box for the day needed; tick the check box in the table to assign week offs to employees; click submit. Help › For Managers › Attendance Management › Week off configuration. The same steps are listed for Admin. Help › For Admin › Attendance Management › Week off configuration
Variants: CRM Manager: Select Weekly Off, Select Employees, submit; Week off history by view icon. Help › For Managers › CRM Field Force Management › 1.14 Week off Configuration. Default week offs 1 to 3 are HR Policies rules 16 to 18. Help › For Admin › Employee Management › HR Policies
Statuses / Notifications / End state: Not documented.

C11. Shift rotation: create sequence, assign, reassign

Trigger / start point: Manager opens Shift rotation Sequences and clicks add.
Actors: Manager.
Steps:
1. Create: location name displays by default; enter Rotation name; in "Please select shift" only admin-created shifts display; selected shifts display in shift order; a shift can be deleted with the delete icon; click submit; the rotation name with shift order displays in the table. Help › For Managers › Attendance Management › Shift rotation Sequences
2. Assign: click assign rotation shift, click add, select location then rotation shift (table displays), select rotation shift, tick check box, click submit. Employees without a rotation shift assigned display in the table. Help › For Managers › Attendance Management › Assign Rotation Shift
3. Reassign: select location then rotation shift (table displays), select rotation shift, select start shift, select applicable date in calendar, tick check box, click submit. Help › For Managers › Attendance Management › Reassign Rotation Shift
Statuses / Notifications / End state: Not documented.
Not documented: Rotation interval, how the sequence advances automatically.

C12. Excel upload of attendance (Manager)

Trigger / start point: Manager clicks Excel Upload in the left menu.
Actors: Manager.
Steps: Click "select a file"; the file explorer opens; select the file and click Open; the file information shows in a table; click "submit" and the data is saved. Help › For Managers › Attendance Management › Excel Upload
Note in source: The implementation team provides the suggested Excel sheet. Help › For Managers › Attendance Management › Excel Upload
Variants: The Sales Manager web menu also has Excel Upload. [SS] §21.7
Statuses / Notifications / Not documented: Not documented (columns, validation, approval).

C13. Face capture and enrolment (mobile HCM and Lite)

Trigger / start point: Manager opens Capture Employee Image (Spryple HCM) or Configure User (Spryple Lite).
Actors: Manager; employee (Lite self check-in).
Steps:
1. The manager configures employees' facial recognition profiles. Help › Mobile App › Spryple HR › Capture Employee Image
2. If an employee's facial recognition is uploaded the status is "Verified", else "Not Verified". Help › Mobile App › Spryple HR › Capture Employee Image
3. The view icon shows the captured image; Recapture updates it; the existing image can be deleted and captured again. Help › Mobile App › Spryple HR › Capture Employee Image
4. In Lite: the manager edits employees and manages facial profiles; camera permission is needed. Help › Mobile App › Spryple Lite › 4.1.2 Configure User
5. Self check-in: the employee, in the HCM app, can self-check in or check out with face configuration and see timings in the web dashboard. Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
Statuses: Verified, Not Verified.
Notifications: Not documented.
Variants: A manager or receptionist enrols the face; the kiosk "Face Detections" screen offers All or Select employees, a camera preview, Capture and camera flip. No liveness or anti-spoof cue is visible in screenshots. [SS] §21.3
Not documented: Matching threshold, retention of images, re-enrolment rules.

C14. Receptionist (front office) check-in and check-out

Trigger / start point: Receptionist logs in.
Actors: Receptionist.
Steps:
1. Login with valid receptionist credentials so that added Employees can check in and check out in the configured geo location, with Front Office Check In or Front Office Check Out. Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login
2. Click Front Office check In; click the All employees radio button and employees capture their attendance. Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login
3. Or click the Select employees radio button, search, and capture the employee attendance. Help › Mobile App › Spryple HR › Attendance captured by employees in Receptionist Login
Variants: Spryple Lite Receptionist Login: login so that added employees can check in and check out. Help › Mobile App › Spryple Lite › 4.5 Receptionist Login
Statuses / Notifications / End state: Not documented.

C15. Geo-location (branch location) configuration

Trigger / start point: Manager opens Configure Location in the mobile app.
Actors: Manager.
Steps: The manager configures the location; employees can check in and check out based on the configured geo location. Help › Mobile App › Spryple HR › Configure Location
Variants: A per-branch "Branch Location" screen has a Geo fencing Radius (200 m in the example; the options are not shown). [SS] §21.3. The work location form on web has address and prefix fields (L3). Help › For Admin › Employee Management › Work Location
Statuses / Notifications: Not documented.
Not documented: Steps to set the radius, behaviour when a punch is outside the radius.

C16. Extra Days Slab configuration and penalty designations (Admin)

Trigger / start point: Admin opens the extra days configuration tab.
Actors: Admin.
Steps:
1. Click Add New; select Designation; enter Minimum days worked, Maximum days worked, Eligible Extra days; click add; the slab displays. Help › For Admin › Attendance Management › Extra Days Slab configuration
2. The delete icon deletes the slab; the submit button puts the data in a table; the edit icon edits; update saves. Help › For Admin › Attendance Management › Extra Days Slab configuration
3. Applicable Designations for Penalty: a table lists admin-added designations as Active or Inactive; the user can activate or deactivate designations. Help › For Admin › Attendance Management › Applicable Designations for Penalty
Variants: HR Policies rules 43 to 48 configure extra-day payment and week-off penalty. Help › For Admin › Employee Management › HR Policies
Statuses: Active, Inactive (designations).
Notifications / Not documented: Not documented.

C17. Extra Days and Penalty Days reports

Actors: Employee, Manager (same text on both pages).
Steps: Click the extradays radio button; select the month; click search; based on the pay schedule window extra days display (weekoff present days, Holiday present days, slab count); download PDF and Excel; search with Emp ID and Emp Name; Clear resets to the current month. Penalty Days radio button works the same and shows late attendance and week off absent deduction penalty days. Help › For Managers › Attendance Management › Extra Days & Penalty Report, Help › For Employee › Attendance Management › Extra Days & Penalty Report
Statuses / Notifications / Not documented: Not documented.

C18. Missed Punch report and default punch-out

Steps: Select Month and Year; select Location (Admin) and Employee Name (All Employees or one); search by employee name or ID; download Excel. Help › For Admin › Attendance Management › Missed Punch Report. Manager sees only assigned employees. Help › For Managers › Attendance Management › Missed Punch Report. Employee selects the month and clicks search. Help › For Employee › Attendance Management › Missed Punch Report
Condition: The data is shown only if the HR Policies rule 35 "Is default punch out time to be populated if out punch is missed" is Yes. Help › For Admin › Attendance Management › Missed Punch Report, Help › For Admin › Employee Management › HR Policies
Statuses / Notifications / Not documented: Not documented.

C19. Attendance report retrieval (Super Admin, Admin, Manager, Employee)

Steps (common pattern): Select City-Branch, Manager, From and To dates, click Search; open Details to see punch in/out timings, Source Name and Images. Reports: Monthly Attendance, Monthly Shifts, Attendance Summary, Current Day Attendance, Punch Summary. Help › For Super Admin › Attendance Management › Attendance Summary Report and the sibling sections; Help › For Admin › Attendance Management › Monthly Shifts Report
Employee: Monthly Detail Report (download Excel and PDF); Late Attendance Report (from and to date, search, clear returns to the current month, download Excel and PDF). Help › For Employee › Attendance Management › Monthly Detail Report, Help › For Employee › Attendance Management › Late Attendance Report
Manager: Summary Report, Manager Detailed Report, Late Attendance Report, Overtime Report (select Location and Month and Year; extra hours beyond shift hours are considered OT hours). Help › For Managers › Attendance Management › Overtime Report
Statuses: Day-status legend A, P, W, L, H, HD, WP, HP, HL. [SS] §21.3
Notifications / Not documented: Not documented.

C20. Attendance Messages Master (Admin)

Steps: Error and success messages are displayed with screen names; click Edit, edit the message, click save. Help › For Admin › Attendance Management › Attendance Messages Master
Statuses / Notifications / Not documented: Not documented.

C21. Shift wise report

Steps: The Reporting manager selects a period; view button shows the list of attendance for the current date with S.No, Shift, Employee name and Status. Help › For Managers › Attendance Management › Shift wise Report
Statuses / Notifications / Not documented: Not documented.

Part D. Leave

D1. Leave policy activation (default leaves)

Trigger / start point: Admin opens the Leave policies page after logging in. Help › For Admin › Leave Management › Leave Policies
Actors: Admin.
Steps:
1. Click Add new; all deactivated leave policies are displayed. Help › For Admin › Leave Management › How to activate default leaves
2. Select one leave policy and click submit to activate it. Help › For Admin › Leave Management › How to activate default leaves
Statuses: Activated, deactivated policies. Ten leave types exist: Casual, Sick, Comp-off, Loss of pay, Maternity, Paternity, Wedding, Bereavement, Earned, Advanced. Help › For Admin › Leave Management › Leave Policies
End state: Activated leave policies display on the leave policies page. Help › For Admin › Leave Management › How to activate default leaves
Notifications / Not documented: Not documented.

D2. Leave policy deactivation

Steps: Click Edit on a leave policy (example Loss of Pay Leave); click the Deactivate button; the leave type no longer displays in the leave policies table. The same applies to other leave types. Help › For Admin › Leave Management › How to deactivate Default leaves
Notifications / Not documented: Effect on existing balances and open requests is Not documented.

D3. Common leave rules configuration

Steps: Click Edit on common rules; set the six rules; click Save. Help › For Admin › Leave Management › Common rules configuration
Rules: (1) both weekends counted as leave when applied Friday and Monday: Yes counts as Sandwich leave, No deducts only 2 days; (2) company holiday counted as leave when leave applied before and after: Yes is Sandwich leave, No deducts only 2 days; (3) how many past days are allowed for past-dated leaves; (4) sending of mails when submitted/approved/rejected, Yes or No; (5) leave cycle, April-March or January-December; (6) maximum optional holidays in a financial year. Help › For Admin › Leave Management › Common rules configuration
Notifications: Rule 4 controls whether mails are sent on submit, approve, reject. Mail content and recipients are Not documented.

D4. Leave type configuration (per type) and Advanced leave

Trigger / start point: Admin clicks Edit on a leave policy, sets rules, clicks submit. Help › For Admin › Leave Management › Casual leave Configuration
Rules per type (as documented):
- Casual: 10 rules including max leaves per year, credit frequency (Monthly, Quarterly, half-yearly, Yearly), weekend and holiday sandwich options, max at one instance, minimum service months, days in advance, colour, lapse days, convertibility to perks. Help › For Admin › Leave Management › Casual leave Configuration
- Sick: 6 rules including minimum leave days that require supporting document upload. Help › For Admin › Leave Management › Sick leave Configuration
- Comp-off: 9 rules including week-off and holiday working eligibility, minimum hours, backdated days, lapse days. Help › For Admin › Leave Management › Comp-off leave Configuration
- Loss of pay: 3 rules. Help › For Admin › Leave Management › Loss of pay Leave Configuration
- Maternity (credited only to married females, based on gender and marital status): 6 rules. Help › For Admin › Leave Management › Maternity Leave Configuration
- Paternity (married male employees): 5 rules. Help › For Admin › Leave Management › Paternity Leave Configuration
- Wedding (based on marital status): 5 rules. Help › For Admin › Leave Management › Wedding Leave configuration
- Bereavement: 3 rules. Help › For Admin › Leave Management › Bereavement Leave configuration
- Earned: 10 rules including carry-forward count. Help › For Admin › Leave Management › Earned Leave configuration
- Advanced leave: usable only if Casual, Sick and Earned leaves are credited monthly; the user selects one of the three as the advanced leave type, and that type's balance is deducted from leave balance. Help › For Admin › Leave Management › Advanced leave configuration
Effect scope: A change to leave configuration does not affect existing employees; it affects newly created/added employees. Help › For Admin › Leave Management › Casual leave Configuration
Statuses / Notifications / Not documented: Not documented. Leaves Messages Master: edit messages and save. Help › For Admin › Leave Management › Leaves Messages Master

D5. Leave request (employee, web)

Trigger / start point: Employee clicks Leave Request in the Leave Management module. Help › For Employee › Leave Management › Leave Request
Actors: Employee; Manager (decision, D6).
Steps:
1. Select leave type based on available leave balance; select From date and To date (past dates based on configuration, and future dates); select second half and first half as required. Help › For Employee › Leave Management › Leave Request
2. Leave count displays automatically; enter reason; click Submit. Help › For Employee › Leave Management › Leave Request
3. Sandwich leave rules apply as configured by Admin (Friday and Monday week-offs; days before and after a company holiday). Help › For Employee › Leave Management › Leave Request
4. In Leave History the employee can view, edit and delete the request before manager approval; can delete past or future requests before approval. Help › For Employee › Leave Management › Leave History
Statuses: submitted, approved, rejected, deleted. Help › For Employee › Leave Management › Leave History. CRM leave history statuses: Approved, Rejected, Deleted, Cancelled. [SS] §21.4. A status "Cancel Submitted" is also shown. [SS] §21.11
Notifications: Mail on submit/approve/reject is controlled by common rule 4 (D3). Mobile: "Leave Request Submitted Successfully". Help › Mobile App › Spryple HR › Applying Leave Request by Employee
End state: Approved or Rejected by manager.
Variants: Mobile (J2) also captures Contact Number and Emergency Mail during leave. [SS] §21.4. Sick leave can need supporting document upload. Help › For Admin › Leave Management › Sick leave Configuration. On behalf: D8.
Not documented: Balance deduction timing, handling when the balance is insufficient (apart from the regularization note that Loss of Pay is offered when no regular leaves exist).

D6. Leave approval (Manager)

Trigger / start point: Leave requests are pending in the Manager Leave Dashboard.
Actors: Manager.
Steps:
1. Pending Requests lists the latest leave requests; the manager can Approve, Reject, View. Help › For Managers › Leave Management › Pending Requests
2. Approve: click approve. Help › For Managers › Leave Management › Approve
3. Reject: click Reject, enter the reason for rejecting, click Submit. Help › For Managers › Leave Management › Reject
4. Review and approve: approve or reject by clicking approve. Help › For Managers › Leave Management › Review & approve
Statuses: Approved, Rejected, Deleted (Leave History). Help › For Managers › Leave Management › Leave History
Notifications: Mobile: "Leave Request Approved Successfully" or "Leave Request Rejected Successfully", status changes in the employee's login. Help › Mobile App › Spryple HR › Approving Leave Request by Manager
Variants: CRM Manager: Leave Approvals (Approve, Reject, View). Help › For Managers › CRM Field Force Management › 1.12 Leave Approvals. Calendar shows employees who applied and were approved. Help › For Managers › Leave Management › Manager Leave Dashboard
Not documented: Delegation, auto-approval timeouts.

D7. Leave cancellation

Trigger / start point: An employee wants to cancel an approved future leave. Help › For Employee › Leave Management › Leave History
Actors: Employee; Manager.
Steps:
1. Employee cancels the approved future leave after manager approval. Help › For Employee › Leave Management › Leave History
2. Employee cannot cancel past leaves, before or after approval. Help › For Employee › Leave Management › Leave History
3. Manager: Pending Cancellation Requests lists the latest cancelled requests; the manager can Approve, Reject and View the cancellation. Help › For Managers › Leave Management › Pending Cancellation Requests
Statuses: "Cancel Submitted" [SS] §21.11; Cancelled [SS] §21.4.
Notifications / End state: Not documented.
Not documented: Balance restoration, effect on payroll.

D8. Leave request on behalf of employee (Manager)

Steps: Click request on behalf of an employee in the left menu; available leave balance displays for the selected employee; select employee name, available leave type, from date and to date; leave count displays; enter reason; click submit. After submitting, the request is auto approved. Help › For Managers › Leave Management › Request on Behalf of Employee
Statuses: auto approved. Notifications / Not documented: Not documented.

D9. Comp-off request (employee) and approval (manager)

Trigger / start point: Employee opens Comp-Off Request in the Leave module.
Actors: Employee; Manager.
Steps:
1. Select Worked date from the calendar (only week-off dates and Holiday dates are enabled), worked Hours, Minutes, enter Reason; the employee can apply comp-off before the upcoming week-off; click submit. Help › For Employee › Leave Management › Comp-off Request
2. Manager: Pending Comp-off lists the latest comp-off requests; Approve, Reject and View. Help › For Managers › Leave Management › Pending Comp-off
3. Comp-off History lists approved, Utilized, Expired requests. Help › For Managers › Leave Management › Comp-off History
Statuses: submitted, approved, rejected (mobile); Approved, Utilized, Expired. Help › Mobile App › Spryple HR › Applying Comp-Off Request by Employee, Help › For Managers › Leave Management › Comp-off History
Notifications: Mobile: "Comp-Off Request Submitted Successfully", "Comp-Off Request Approved Successfully", rejection equivalent. Help › Mobile App › Spryple HR › Approving Comp-Off Request by Manager
Variants: Policy rules (minimum hours, backdated days, lapse days) are in D4. Mobile approval menu: Comp-Off Approvals.
Not documented: How an approved comp-off becomes a leave day, and what moves it to Utilized or Expired.

D10. Comp-off request on behalf of employee (Manager)

Steps: Select Employee Name; select Worked Date (worked dates on week offs and holidays display); select Leave Date; enter Reason; click submit; the comp off is applied. Help › For Managers › Leave Management › Comp off Request on Behalf of Employee
Statuses / Notifications: Not documented (unlike D8, no auto-approval is stated).

D11. Optional holiday request (employee), approval and on-behalf (manager)

Trigger / start point: Employee opens Optional Holiday Request.
Actors: Employee; Manager.
Steps:
1. Employee: click add; select the optional holiday from the dropdown; enter remarks; click submit. The employee can delete and view records. By default current month dates display; past months can be selected. Help › For Employee › Leave Management › Optional Holiday Request
2. Manager (Optional Holiday Approval): requests appear in the "optional holiday pending approval screen"; select From and To date; search; pending records display by default. Help › For Managers › Leave Management › Optional Holiday Approval
3. Approve: the approved status displays in the employee screen and the manager approved list table. Help › For Managers › Leave Management › Optional Holiday Approval
4. Reject: click Reject, enter the reject reason, click Submit; the reject status displays in the employee login and the manager Rejected table. Help › For Managers › Leave Management › Optional Holiday Approval
5. On behalf: click the button, select Employee Name, Optional Holiday, enter Remarks, click submit; Approved records display in the table. Help › For Managers › Leave Management › Optional Holiday on Behalf of Employee
Statuses: Submitted, Approved, Rejected, Deleted. Help › For Employee › Leave Management › Optional Holiday Request
Variants: The maximum optional holidays per financial year is common rule 6. Help › For Admin › Leave Management › Common rules configuration. Optional holidays are defined by Admin under Holidays (L5).
Notifications / Not documented: Not documented.

D12. Holiday list and calendar (employee)

Steps: Click Leave Management; calendar shows holidays, week offs, leaves; the company holiday list shows upcoming 3 holidays on the right; View All shows the whole list. Help › For Employee › Leave Management › Holiday List
Not documented: Not applicable beyond display.

D13. Leave balance and Company Leave Policies (employee view)

Steps: Leave Balance shows available leave balance. Help › For Employee › Leave Management › Leave Balance. Company Leave Policies shows common rules and each leave type's policy with all fields disabled (read-only). Help › For Employee › Leave Management › Company Leave Policies
Variants: Screenshot shows Used/Available/Total and Manager Name on the request. [SS] §21.11

D14. Leave reports (Manager)

Steps: Detailed Report and Employee wise Report: select Employee name (or All), period, leave type, Leave Status and Designation; click search; download Excel and PDF. Summary Report: total worked days and Total Leaves count. Payroll Report: Leaves approved count, Loss of pay count, Absents count; default current month. Help › For Managers › Leave Management › Employee wise Report, Help › For Managers › Leave Management › Summary Report, Help › For Managers › Leave Management › Payroll Report
Statuses / Notifications / Not documented: Not documented.

D15. CRM leave request (Sales Executive, web and mobile)

Steps: Apply leave; available leave balance and reporting manager name are displayed; select leave type, From and To date, second half and first half; leave count shows automatically; enter reason; click submit. Help › For Employee › Sales CRM Web Application › 4.5 Leave Request. History: view, edit, delete before manager approval. Help › For Employee › Sales CRM Web Application › 4.6 Leave History
Mobile: More tab, Leave Management, Leave Request and Leave history for Employee; Manager also has Pending Approvals (View, Approve, Reject). Help › Mobile App › Sales CRM Mobile Application › 5.8.c Pending Approvals
Statuses: applied, approved, rejected, cancel leaves (manager's leave history). Help › Mobile App › Sales CRM Mobile Application › 5.8.b Leave History
Notifications / Not documented: Not documented.

Part E. Payroll

Payroll pages exist for Super Admin (one screen), Admin (Finance Admin login), Managers (Finance Manager login) and Employee. The Admin and Managers pages repeat the same configuration text (EPF, ESI, Pay Schedule, Pay group). Help › For Admin › Payroll Management › Finance Admin and Help › For Managers › Payroll Management › Finance Manager

E1. EPF configuration

Trigger / start point: Finance Admin / Finance Manager clicks EPF in the side menu.
Steps: The EPF configuration page displays with default configuration; click Edit; change the rules (Employee contribution, Employer's contribution, Admin charges, EDIL contribution); click save. Help › For Admin › Payroll Management › EPF
Statuses / Notifications / Not documented: Not documented. Rate values are Not documented in the text.

E2. ESI configuration

Steps: The ESI configuration page displays defaults; check or uncheck "Include Employer's contribution in the CTC" (the page says that, based on this selection, employees get the ESI amount); add and edit state-wise ESI number. Help › For Admin › Payroll Management › ESI
Statuses / Notifications / Not documented: Not documented.

E3. Pay Schedule configuration

Steps:
1. Open Pay Schedule; the earlier configuration displays; click edit. Help › For Admin › Payroll Management › Pay Schedule
2. Same payroll and leave window: select YES (example: salary for the 1st to the last day of the month). Different windows: select No and choose leave window dates (example: previous month 25 to present month 24). Help › For Admin › Payroll Management › Pay Schedule
3. Choose how monthly salary is calculated: Actual days in a month, or Organization working days. Click Save. Help › For Admin › Payroll Management › Pay Schedule
Source discrepancy: On the Managers page, the line for the Organization working days choice repeats the Actual days in a month option for both choices. Help › For Managers › Payroll Management › Pay Schedule. The Admin page names the Organization working days option as the selection for that choice. Help › For Admin › Payroll Management › Pay Schedule
Statuses / Notifications / End state: Salary is generated based on these configurations. Help › For Admin › Payroll Management › Pay Schedule

E4. Pay group create, configure, activate

Trigger / start point: Finance user clicks the add button on the Pay group page.
Actors: Finance Admin / Finance Manager.
Steps:
1. Enter Pay group name, Start range and End range; select Earnings and Deductions; click save. The pay group displays in the table with "configuration in progress" status. Help › For Admin › Payroll Management › Pay group
2. Click the Configuration button; the selected components display; click configure to give a percentage or flat amount; the Earning request page displays; CTC percentage and Basic salary percentage change automatically with input; click submit. Help › For Admin › Payroll Management › Pay group configuration
3. Some components do not allow a flat amount (percentage only; flat amount is disabled). Some components are not eligible for EPF (EPF option disabled). The component name can be changed and reflects in the Pay slip. Help › For Admin › Payroll Management › Pay group configuration
4. The pay group status changes from "Configuration in Progress" to "ACTIVE". Help › For Admin › Payroll Management › Pay group configuration
Statuses: Configuration in Progress, ACTIVE.
Notifications: Not documented.
End state: Only active pay groups display in the assign section. Help › For Admin › Payroll Management › Pay group configuration
Not documented: The exact action that moves the status to ACTIVE beyond configuring components, deactivation or deletion of pay groups, edit rules after activation.

E5. Assign Pay Group

Actors: Finance Manager.
Steps: Click "Assign Pay Group"; select Employee name, enter Employee CTC, click Search; pay group information based on the CTC displays; select one pay group; a CTC breakdown pop-up shows monthly and annual salary details (changes with EPF configuration); click Assign to save. Help › For Managers › Payroll Management › Assign Pay Group
End state: Employee salary is calculated based on this pay group and components. Help › For Managers › Payroll Management › Assign Pay Group
Variants: The Employee Pay Groups grid shows Emp ID, Name, Location, Department, Designation, Pay Group, CTC, Assigned On. [SS] §21.5
Statuses / Notifications / Not documented: Not documented.

E6. Reassign Pay Group (new financial year, increments)

Steps: Two radio options: (1) Change the employee CTC without changing the Pay group: select employee, enter the new CTC, click submit; the employee gets the new CTC with the same previous pay group. (2) Change the employee CTC and Pay group: enter the new CTC, click submit; pay groups created for that CTC display; select one; the new CTC with the new pay group is assigned. Help › For Managers › Payroll Management › Reassign Pay group
Context: The Finance Manager can reassign for the new financial year and at the increments time. Help › For Managers › Payroll Management › Reassign Pay group
Variants: CTC History shows a "Select Duration" selector. [SS] §21.11
Statuses / Notifications / Not documented: Not documented (effective date, arrears from CTC change).

E7. Monthly payroll generation

Trigger / start point: Finance Manager opens the monthly payroll page.
Actors: Finance Manager (only the Finance Manager can generate payslips). Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
Steps:
1. Select Financial year and month and year; all employee names display. Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
2. Select at least one employee and click Calculate Salary to generate the salary slip. Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
3. View generated payroll in Monthly Payroll Report (salary details with bank account information; PDF downloadable to submit to banks). Help › For Managers › Payroll Management › Monthly Payroll Report (View generated Payroll)
4. The employee views the payslip in the Payroll Management module (Pay Slips, E15). Help › For Employee › Payroll Management › Pay Slips
Statuses: Not documented as named values for payroll runs.
Notifications: Not documented.
End state: Salary slips display in the employee login. Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
Variants: Payslip calculations draw on Pay Group configuration and EPF/ESI settings, including Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount, Extra Days amount. Help › For Employee › Payroll Management › Pay Slips. Payroll Policies govern behaviour (E11).
Not documented: Approval or lock of a payroll run, reversal or re-run, payment disbursement.

E8. Arrear distribution and history

Actors: Finance Admin.
Steps:
1. Click Arrear Distribution; click Arrear Entry; select Month and Year, City-Branch, Employee Name. Help › For Admin › Payroll Management › Arrear Distribution
2. Arrear names display in a table; select an arrear name and amount (at least one); tick the check box; click Submit. Help › For Admin › Payroll Management › Arrear Distribution
3. History: select Month and Year and City-Branch; search by EMP.Name and EMP.ID; saved data displays. Help › For Admin › Payroll Management › Arrear Distribution History
Statuses: Pending, Paid. When the status changes to Paid, the arrear amount also displays in the employee's payslip view screen. Help › For Admin › Payroll Management › Arrear Distribution History
Notifications / Not documented: Not documented, including what moves Pending to Paid.

E9. TDS distribution

Actors: Finance Manager.
Steps: Click TDS Distribution; click TDS Entry; select Month and City-Branch; employee names display; search by name; select the check box and enter the amount; click submit; data saves in TDS History; click TDS History. Help › For Managers › Payroll Management › TDS Distribution
Variants: The employee Payroll menu includes IT Declaration and Form 16 in screenshots. [SS] §21.5
Statuses / Notifications / Not documented: Not documented, including the TDS computation.

E10. Variable pay distribution and schedule

Actors: Finance Manager.
Steps:
1. Click Variable pay distribution; click Variable pay entry; select City-Branch, Calculation Period, Distribution period; employee names display; select employees; select the check box and enter the variable pay amount; click submit. Help › For Managers › Payroll Management › Variable Pay Distribution
2. Click history; select City-Branch; employee data displays. Help › For Managers › Payroll Management › Variable Pay Distribution
3. Variable Pay Schedule: select distribution type Monthly share or Lump sum. Help › For Managers › Payroll Management › Variable Pay Schedule
Variants: Payroll Policies rule 12 sets variable pay frequency (Monthly, Quarterly, Half-yearly, Yearly). Help › For Admin › Payroll Management › Payroll Policies
Statuses / Notifications / Not documented: Not documented.

E11. Payroll Policies configuration

Steps: Click Payroll Policies in the Finance admin screen and set 14 rules: advance salary recovery instalments (rule 1), months after last recovery before advance resumes (rule 2), overtime in salary (3), Gratuity Act coverage (4), gratuity in monthly component (5), variable DA applicability (6), absent as LOP (7), dynamic payroll processing (8), its leave threshold (9), ESI and EPF independent of LOP (10), minimum hours for overtime (11), variable pay frequency (12), LOP days for proportionate week off deduction (13), payment for extra working days (14). Help › For Admin › Payroll Management › Payroll Policies
Note: Work on a weekly off or a holiday is considered extra and reflected in the pay slip. Help › For Admin › Payroll Management › Payroll Policies
Statuses / Notifications / Not documented: Not documented.

E12. Variable DA configuration

Steps: Click variable DA configuration; click add icon; enter Notification name, Published Name, CPI points, CPI points at notified date, Date, VDA rate per point, Effective date; select attachments (if any); click save. View icon opens a record for editing; update saves; cancel returns to the table without saving. Help › For Admin › Payroll Management › Variable DA Configuration
Statuses / Notifications / Not documented: Not documented.

E13. Bank Master

Steps: Click add; give Bank Name, IFSC Code, Account Number, Address1, Address2; select Country, State, City, Status, Is EPF, Is ESI, Is Professional Tax; click submit; edit then Update to save; submitted data displays in the table. Help › For Admin › Payroll Management › Bank Master
Statuses: Status field present (values Not documented).
Notifications / Not documented: Not documented.

E14. Other Deductions and mapping to pay groups

Actors: Finance Manager.
Steps:
1. Other Deductions: click add; enter deduction name and deduction amount; click submit; the row displays with an edit icon; editing allows changing the deduction amount; save. Help › For Managers › Payroll Management › Other Deductions
2. Manage Other Deductions (pay group deduction mapping): click add; select the Pay group and the Deduction; click "Add this Deduction"; the record displays; the Cancel icon removes the record. Help › For Managers › Payroll Management › Manage Other Deductions
Statuses / Notifications / Not documented: Not documented.

E15. Employee views payslip, CTC history, dashboard

Steps: Click Payroll Management then the view icon in Dashboard; click View to open the payslip; click the download icon to download. Help › For Employee › Payroll Management › Pay Slips. CTC History shows earning components monthly and annually per Pay group configuration. Help › For Employee › Payroll Management › CTC History. Dashboard shows pay slips and EPF deduction amount; ESI deduction if eligible. Help › For Employee › Payroll Management › Employee Dashboard
Mobile: Payroll Management shows payslips; select Financial Year and Month; Net Pay, Total Earnings and Deductions display. Help › Mobile App › Spryple HR › PAYROLL MANAGEMENT
Layout (screenshot): Header, Employee Pay Summary with UAN, ESI No., PAN, Bank, Leave balance, Net Pay block with LOP Amount and Arrear Amount. [SS] §21.11

E16. Advance salary request

Trigger / start point: Employee clicks add on Request Advance Salary. A minimum of 1 month payslip is required. Help › For Employee › Payroll Management › Request Advance Salary
Actors: Employee; Finance manager / Manager (decision).
Steps:
1. Click add; the Advance salary request screen displays; enter "Required advance payment amount" (up to the Gross Salary only); click submit. Help › For Employee › Payroll Management › Request Advance Salary
2. Request status displays as "Submitted"; the request displays in the Finance manager login, Advance Salary Approval screen. Help › For Employee › Payroll Management › Request Advance Salary
3. After approval or rejection the status displays in the request table with applied date, approved date, Recovery Duration, recovered months, recovered balance, pending amount, Recovery status and request status. Help › For Employee › Payroll Management › Request Advance Salary
Statuses: Submitted, Approved, Rejected. Screenshot sample recovery status "Recovery Not Started"; form fields Request Eligible Amount (read-only) and number of months to recover (default 2). [SS] §21.11
Notifications: Not documented.
Variants: Payroll Policies rules 1 and 2 govern recovery instalments. Help › For Admin › Payroll Management › Payroll Policies. The Advance Salary Report heading has no body text. Help › For Managers › Payroll Management › Advance Salary Report
Not documented: The approval steps themselves (only the screen name is given), how recovery is deducted, payout.

E17. Bank wise salary summary

Actors: Finance Manager.
Steps: Click bank wise salary summary; click add; select Month and Year and Bank Name; click search; ESI deduction amount, EPF deduction amount and PT amount for all employees display, with Pay group total salary; the check box is disabled when employee salary is pending; select check boxes; the total amount displays; click submit; submitted data displays in the table. Help › For Managers › Payroll Management › Bank Wise Salary Summary
Further: Select payroll generated Month and Year to view data; EPF, ESI, and ESI and EPF pay groups (based on pay group creation) are listed; view icons open employee lists. Help › For Managers › Payroll Management › Bank Wise Salary Summary, Help › For Managers › Payroll Management › EPF deduction
Statuses / Notifications / Not documented: Not documented (what submit triggers).

E18. Payroll reports

Steps: EPF Report (download to upload on the EPF portal); ESI Report (PDF or Excel); Professional Tax Report (select month and state, search); Professional Tax (View) (ranges and monthly deductions state-wise); Employee Payments Report (City-Branch, Manager, Month and Year); Leave Balance Report; Detailed Payroll Report (previous month default; view icon opens pay slip; download); Employee Pay group List (Location and pay group); Payable Days Report (month, branch, manager). Help › For Managers › Payroll Management › EPF Report and sibling sections
Super Admin: Employee Pay Group List: click Payroll Management then Employee Pay group list; select Location, Pay Group, click Search. Help › For Super Admin › Payroll Management › Employee Pay Group List
Finance Dashboard: select past months and Departments to check total salary, EPF, ESI and PF details. Help › For Admin › Payroll Management › Finance Dashboard
Payroll Messages Master: edit and save messages. Help › For Managers › Payroll Management › Payroll Messages Master
Statuses / Notifications / Not documented: Not documented.

Part F. Exit management

F1. Exit settings (Admin)

Steps: Offboarding Settings: enable or disable Send Automatic Reminders (if enabled, reminder messages go to employees about timely completion of the employee clearance form); enable or disable Notice Period (if enabled, a Notice Period (In Days) dropdown displays). Help › For Admin › Exit Management › Offboarding Settings
Termination Category: Add, Submit, Edit, set Active or Inactive; duplicates not allowed. Help › For Admin › Exit Management › Termination Category
Reason for Separation: Add, Submit, Edit, set Active or Inactive; duplicates not allowed. Help › For Admin › Exit Management › Reason for Separation
HR Policies: rules 13 to 15 (reminders for offboarding, notice period, notice period in days) and rule 37 (backdated days allowed for termination, 0 to 60). Help › For Admin › Employee Management › HR Policies
Statuses: Active, Inactive.

F2. Separation request, approval, offboarding checklist (end-to-end)

Trigger / start point: Employee logs in, clicks Exit Management then Separation. Help › For Employee › Exit Management › Separation
Actors: Employee; HR manager.
Steps:
1. Click Proceed to submit the Separation Request. Help › For Employee › Exit Management › Separation
2. Select the request exit date, reason; enter notes about separation; click Submit. Help › For Employee › Exit Management › Separation
3. The employee can edit, view and cancel the request before the manager's approval. Help › For Employee › Exit Management › Separation
4. HR manager: the applied employee displays in Separation Pending Approvals; click View for details; approve or reject. Help › For Managers › Exit Management › Separation pending approvals
5. To approve: select the Approve Exit Date, enter the reason for approval, click submit. To reject: enter the reason for rejection, click submit. Help › For Managers › Exit Management › Separation pending approvals
6. After approval, the approved employee displays in Separation Pending Checklist; all checklists added in the master screen display; the HR manager updates items; when all are closed/done, the "No due" button is enabled; the HR manager selects No due and clicks the button. Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist
Statuses: Submitted, Approved. The same page states, for rejection, "Status is changed from submitted to approved". Help › For Managers › Exit Management › Separation pending approvals. Checklist: Pending to Completed. Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist
Notifications: Reminder messages about the employee clearance form, if enabled (F1). Other notifications: Not documented.
End state: Employee checklist status Completed.
Variants: Screenshots show a retention letter before Proceed ("discuss with your Reporting Manager or HR"); form fields Applied Date, Notice Period (30), Relieving Date auto-computed (applied + notice), Requesting Exit Date, Reason (dropdown), Notes. [SS] §21.11
Not documented: The rejected status value (see source conflict above), what happens to the employee's login and payroll at exit, final settlement.

F3. Termination and termination checklist

Trigger / start point: The organization wants to terminate the employee; HR manager clicks the termination button in the exit module. Help › For Managers › Exit Management › Termination
Actors: HR manager.
Steps:
1. Select employee name and termination category; click terminate. Help › For Managers › Exit Management › Termination
2. An alert message displays; click Yes for approval, or No to cancel. Help › For Managers › Exit Management › Termination
3. The terminated employee displays in the Termination Pending Checklist page; the master checklists display; the HR manager updates items; when all are closed/done, the No due button is enabled; select it and click the button. Help › For Managers › Exit Management › Termination
Statuses: Checklist Pending to Completed.
Notifications: Not documented.
Not documented: Whether the employee receives a notice, effective date entry beyond the HR Policies backdated-days rule 37.

Exit Management for Employee has only Separation. Help › For Employee › Exit Management › Separation
Reasons for separation and termination categories are master data (F1).
Offboarding checklist definition: see L6. Help › For Admin › Employee Management › Checklist
Employee Directory status values for exited employees: Not documented. The Super Admin dashboard counts Employee Count with Active, New and Exit. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard

Part G. Claims

G1. Claim request with bills (web, Employee)

Trigger / start point: Employee clicks Claim Request in the Claim Management module. Help › For Employee › Claims Management › Claims Request
Actors: Employee; Manager (verify); Finance Manager (approve, pay).
Steps:
1. Click Add (+); the Expense Details popup shows Reimbursement Type, Bill Number, Bill Date, Bill Amount, Choose File; click submit. Help › For Employee › Claims Management › Claims Request
2. The details display in the table with Add Expense, Total Requested Amount and Description. Help › For Employee › Claims Management › Claims Request
3. Add the Description and click Submit; a success popup displays and the request is submitted. Help › For Employee › Claims Management › Claims Request
4. Track under tabs Submitted, In Progress, Paid, Rejected. Help › For Employee › Claims Management › Claims Request
Statuses (employee tabs): Submitted (with the manager until reviewed), In Progress (under review by manager or Finance Manager), Paid, Rejected. Help › For Employee › Claims Management › Claims Request
Notifications: Not documented for the web flow.
Variants: Claim ID format CL_GEN_<company>_<n>; bill image required with a 2 MB limit. [SS] §21.6. Mobile: G3.
Not documented: Bill limits per claim, edit or withdrawal after submit.

G2. Claim verification (Manager) and approval and payment (Finance Manager), web

Steps:
1. Manager: Claim Approval page with Select Employee, From and To date; tabs Pending, Verified, Approved, Paid, Rejected. A claim waiting for the manager's verification stays under Pending; the View icon opens the claim. Help › For Managers › Claims Management › Claims Approval
2. Claims verified by the Manager display in Claim Approval for the Finance Manager, with fields City-Branch, Manager, Select Employee, From Date, To Date and tabs Verified, Approved, Paid, Rejected. Help › For Admin › Claims Management › Claim Approval
3. If the Finance Manager approves, the claim stays under Approved; if settled with the employee, under Paid; if the Manager or Finance Manager rejects, under Rejected. Help › For Admin › Claims Management › Claim Approval
Statuses: Pending, Verified, Approved, Paid, Rejected. The dashboard "Claims Count by Status" shows Pending, Verified, Approved, Paid, Rejected, Total. Help › For Managers › Claims Management › Claims Module for Manager
Notifications: Alerts are displayed for the claim requests on the dashboard. Help › For Managers › Claims Management › Claims Module for Manager
Reports: Claim Report shows the Claims Employee Detailed Report (columns S.No, Applied On, Employee, Claim ID, Bill (Count), Requested Amount, Approved Amount, Receipt Number, Claims Status, Action On, Action By); Excel and PDF download. Help › For Managers › Claims Management › Claims Approval
Not documented: The web steps that mark a claim Approved and Paid (the web pages describe tabs, not buttons); rejection reason capture on web (mobile shows a Rejected Reason [SS] §21.6); partial approval on web.

G3. Claim (mobile): request, verify, approve, pay

Trigger / start point: Employee opens More, Claim Management, Claims History, then "Claim Request". Help › Mobile App › Claims Management › Claims Management by Employee
Steps:
1. Applied Date shows the current date; click "Add Bills"; the popup has Bill Date, Reimbursement Type, Bill No., Bill Amount, Upload Image, Add Bill, Clear; click "Add Bill" to save the bill; Total Requested Amount shows the sum; enter Description and click "Save" to submit. Help › Mobile App › Claims Management › Claims Management by Employee
2. Manager: Claims Pending Approvals lists submitted claims (search by name or claim ID); open a claim; Verify and Reject buttons display; a separate Reject button displays for each bill; clicking "Verify" shows "Verified Amount" with Verify and Reject buttons; click verify. Status updates to "Verified" in Claims History in the employee's login. Help › Mobile App › Claims Management › Claim Pending Approvals
3. Verified records display in the web application for the Finance Manager; verified claims are approved by the Finance Manager from the web application; approved records can be paid from the Finance Manager login in the web application; later the status updates to "Paid". Help › Mobile App › Claims Management › Claim Pending Approvals
Statuses: Submitted, Verified, Paid, Rejected. Help › Mobile App › Claims Management › Claims Management by Employee
Notifications: Not documented.
End state: Paid. All claims reports are in "Claims Report" in the web application. Help › Mobile App › Claims Management › Claim Pending Approvals
Variants: A manager can also raise a claim request from Claim History. Help › Mobile App › Claims Management › Claims History. Claims is a module inside the HCM/CRM app shell (More, Claims Management). [SS] §21.6
Not documented: Per-bill rejection outcome on the claim total, mobile Approved status (the mobile list names Submitted, Verified, Paid, Rejected only).

G4. Claims dashboard (all roles with the module)

Steps: Click Claim Management; Employee Dashboard displays by default with Claims Count by Status (Current Month), Settlement Ratio (Claims paid versus Total Claims), Alerts, Claims Scorecard (Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with variance in count and amount), Reimbursement Type by Paid Amount. Help › For Employee › Claims Management › Claims Module for Employee
Note: Counts and amounts are based on claim applied dates. [SS] §21.11

Part H. Timesheet

H1. Timesheet setup chain (Admin): client, project, assign team, task, roles

Trigger / start point: Admin login, Time Sheet Management.
Actors: Admin.
Steps:
1. Client: click Add icon; fill Client, Contact Name, Designation, Contact Number, Email, Start Date, Address, Country, State, City, Pin code; click Submit; a success popup displays and the client is added. Status can be Active or Inactive; duplicates are not allowed. Help › For Admin › Time Sheet Management › 1.1 Client
2. Project: Add icon, fill all fields, Submit; Active or Inactive; duplicates not allowed; edit and Submit. Help › For Admin › Time Sheet Management › 1.2 Project
3. Assign Team: Add icon, fill all fields, Submit; Active or Inactive. Help › For Admin › Time Sheet Management › 1.3 Assign Team
4. Task: Add icon, fill all fields, Submit; Active or Inactive; duplicates not allowed; edit with Update. Help › For Admin › Time Sheet Management › 1.4 Task
5. Project Roles: create; duplicates not allowed; edit with Update. Help › For Admin › Time Sheet Management › 1.5 Project Roles
Statuses: Active, Inactive. Project status values appear in the summary report filter (Not documented individually); a sample shows task status "In Progress". [SS] §21.11
Notifications: Not documented.
End state: Records listed in tables.
Not documented: Order dependencies between these steps (the page lists them in this order only), fields of Project, Assign Team and Task forms ("all fields" is the documentation's wording).

H2. Task and Assign Task (Manager)

Steps: Task: Add icon, fill all fields, Submit; Active or Inactive; duplicates not allowed; search box. Help › For Managers › Time Sheet Management › 2. Task. Assign Task: Add icon, fill all fields, Submit; success popup; edit with Update. Help › For Managers › Time Sheet Management › 3. Assign Task
Statuses / Notifications / Not documented: Not documented.

H3. Submit timesheet (Employee)

Trigger / start point: Employee opens Submit Timesheet; two tabs, New Entry and History. Help › For Employee › Time Sheet Management › 2. Submit Timesheet
Steps:
1. New Entry shows Date, Project, Task, Description, Hours, %, Task Completed checkbox, with Submit and Clear; fill all fields and click Submit. Help › For Employee › Time Sheet Management › 2.1 New Entry
2. Add icon adds another record; Minus icon deletes a record. Help › For Employee › Time Sheet Management › 2.1 New Entry
3. If the HR Policies rule "Do you want to limit the timesheet entry hours to attendance hours of that day?" is Yes, the user must have attendance that day to submit. Help › For Employee › Time Sheet Management › 2.1 New Entry
4. History shows From Date and To Date (default current week). Help › For Employee › Time Sheet Management › 2.2 History
Statuses: Pending count displays on the employee dashboard ("Pending timesheet count"). Help › For Employee › Time Sheet Management › 1. Employee Dashboard
Notifications / Not documented: Not documented. That rule is not among the HR Policies rules listed on the Admin HR Policies page.

H4. Timesheet approval (Manager)

Steps: Pending Approvals has four tabs: Pending Request, History, Defaulters, All History. A submitted request waits under Pending Request; the manager approves by selecting the check box and clicking Approve, or by clicking the Approve icon; rejects with the Reject icon. Help › For Managers › Time Sheet Management › 4.1 Pending Request
Statuses: Pending, approved, rejected (as outcomes). Notifications: Not documented. Not documented: Rejection reason, resubmission.

H5. Defaulters notification

Steps: Employees who have not submitted a timesheet remain under the Defaulters tab; the Send Notification button displays; clicking it sends an email to the employee about the pending request. Help › For Managers › Time Sheet Management › 4.3 Defaulters
Notifications: Email on button click. Not documented: Automatic reminders.

H6. Timesheet dashboards and summary (all roles)

Steps: Employee Dashboard task summary bars (Assigned tasks and Completed tasks), pending timesheet count. Help › For Employee › Time Sheet Management › 1. Employee Dashboard. Manager and Super Admin dashboards: Active Projects, Project Assigned Employees, Bench Employees, pie, donut, bar charts by Date dropdown. Help › For Managers › Time Sheet Management › 1. Dashboard, Help › For Super Admin › Time Sheet Management › 1. Dashboard
Summary Report: Project, Date, Status; Excel and PDF; Details popup. Help › For Super Admin › Time Sheet Management › 2. Summary Report
Effort Variance Report: Project dropdown, search; variance on planned and actual hours. Help › For Super Admin › Time Sheet Management › 3. Effort Variance Report. Variance % is (Actual minus Planned) divided by Planned in screenshots. [SS] §21.8

Part I. CRM and field force

CRM roles named: Sales Admin, Sales Manager (Manager), Super Admin, Sales Executive, Field executive, Finance Manager. Help › For Admin › CRM Field force management › 1. Sales Admin

I1. CRM masters (Admin): Demo Status, Status Master, Associate Types, Qualifications, Specializations

Steps (same pattern): create the item (Add icon, enter in field, Submit), set Active or Inactive; duplicates not allowed; update the name with the edit icon then save. To inactivate an item, transfer all employees in that existing item to another one first. Help › For Admin › CRM Field force management › 1.1 Demo Status; Help › For Admin › CRM Field force management › 1.2 Status Master; Help › For Admin › CRM Field force management › 1.3.a Associate Type; Help › For Admin › CRM Field force management › 1.3.b Qualifications; Help › For Admin › CRM Field force management › 1.3.c Specializations
Statuses: Active, Inactive. Notifications / Not documented: Not documented. Screenshot status values: Client Status Interested, Not Interested, Won, Follow-up (plus Lost per the text); Demo Status Call For Demo, Demo Scheduled, Demo Pending, Demo Completed. [SS] §21.7

I2. CRM leave policies (Admin)

Steps: Super Admin sees the common rules for all leave types; clicks Edit to change; sees default leave types and can Edit them; click Submit to save. Help › For Admin › CRM Field force management › 1.4 Leave Policies

I3. Add client to activity to payment (Sales Executive, web)

Trigger / start point: Employee clicks Add Client on the CRM dashboard. Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client
Actors: Sales Executive / Field executive; Manager (reassignment).
Steps:
1. Enter Organization, Contact Person, Contact Number, Address1, Country, State, City, Description; click Submit (Reset clears). The client displays in Clients List. Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client
2. Client List: two dashboards via dropdown. Client Demo Status columns: Leads, Call for Demo, Demo Pending, Demo Completed, Future Leads. A first-time client displays under Leads. Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status
3. Client Status columns: Interested, Follow-up, Won, Lost, Not Interested. Help › For Employee › Sales CRM Web Application › 4.3.b Client Status
4. Click the edit icon for a client; click Add Activity; select Activity Type, Follow-up Date, Follow-up Time, Demo Status, Status; enter Description; if Status is "Won", a Final Price field displays; click submit. Help › For Employee › Sales CRM Web Application › 4.3.b Client Status
5. Activity totals and Payments details display; click Add Payments; select Payment Method, Collected Amount, enter Description; click submit; payments display in the table. Help › For Employee › Sales CRM Web Application › 4.3.b Client Status
6. The field executive can update the activity type based on the status until the lead gets closed. Help › For Employee › Sales CRM Web Application › 4.3.b Client Status
Statuses: Demo columns and client status columns above. If the Activity Status is other than CALL FOR DEMO, DEMO PENDING or DEMO COMPLETED, the client moves to "Future Leads". Help › For Managers › CRM Field Force Management › 1.2 Clients. Lead age colours: green 0-7 days, amber 8-14, red 15 plus. Activity types: VISIT, CALL, MESSAGE, MAIL. Payment methods seen: CASH, CARD. [SS] §21.7, [SS] §21.11
Notifications: Not documented.
Variants: The Add Client button on web is configurable (enabled if the client wants to add client and activity details from web). Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard. Mobile: I8.
Not documented: Lead closure rule, how Won or Lost closes the lead, deletion of clients.

I4. Manager view of clients, reassignment

Steps: Clients display segregated by activity status; click a client to see client and activity details; the manager can add a new activity and assign that activity to another employee if the creating employee is not available; the manager can change assignment if the assigned employee is not available. Help › For Managers › CRM Field Force Management › 1.2 Clients
Not documented: Notification to the newly assigned employee.

I5. Client Associates (mobile)

Steps: Client Associates tab, Add (+) icon; select Associate Type, Qualification, Specialization; enter Name, Contact Number, Email; Save; the associate displays on the front screen. Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates
Variants: Manager: Add, Save, Clear. Help › Mobile App › Sales CRM Mobile Application › 5.5.d Client Associates. Super Admin reports by Associate Type, Qualification, Specialization. Help › For Admin › CRM Field force management › 3.1 Client Associate Reports

I6. Client Payments (mobile)

Steps: Client Payments tab, Add (+); select Payment Method; enter Collected Amount and Description; Save. Help › Mobile App › Sales CRM Mobile Application › 4.5.e Client Payments
Condition (manager section): The Client Payments tab displays only after a final price is given in Add Activity. Help › Mobile App › Sales CRM Mobile Application › 5.5.e Client Payments
Variants: Screenshots: read-only Final Price and Pending Amount. [SS] §21.7

I7. Team Travel Approvals: Pending, Verified, Approved, Claimed

Trigger / start point: An employee has travel records. Help › For Employee › Sales CRM Web Application › 4.4 Travel Approvals
Actors: Employee; Manager (verify or reject); Finance Manager (approve).
Steps:
1. Employee: Travel Approvals page with Select Employee (defaults to the logged-in employee), From Date, To Date, Minimum Visits; travel records display in the Pending tab. Help › For Employee › Sales CRM Web Application › 4.4 Travel Approvals
2. Manager: Team Travel Approvals with Select Employee (default All Employee), dates (default current date), Minimum Visits (default 0), Search, Clear. Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
3. Select records; a summary shows in the "Selected Records Summary" table; the manager verifies or rejects. Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
4. Verified records appear under Verified; records approved by the Finance Manager appear under Approved; rejected by the manager or Finance Manager appear under Rejected. Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
5. Travel Summary and All tabs show Verified, Approved, Rejected, Claimed. Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
Statuses: Pending, Verified, Approved, Rejected, Claimed (tabs: Pending, Verified, Approved, Travel Summary, Rejected, All).
Notifications: Not documented.
Variants: Mobile: Reports tab, Travel approvals; select From and To date, Minimum Visits, Search; manager's Team Travel Approvals adds Employee Name and Verify and Reject buttons. Help › Mobile App › Sales CRM Mobile Application › 5.7.b Team Travel Approvals. Screenshots: editable "KM Revised" field; travel amount = revised km multiplied by rate. [SS] §21.7, [SS] §21.11
Not documented: The step that moves a record to Claimed, the Finance Manager's approval screen for travel, the rate source, payout.

I8. Mobile CRM daily field flow: punch, client, activity

Steps:
1. Punch In or Out: the camera tab opens Punch In with camera, name and address; click Take Picture, which enables Punch In/Out; the image is captured. Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out
2. Add Client: click the camera to take a picture; enter Organization, Contact Person, Contact Number, Email, Address1, Address2; select Country, State, City, Pin code; enter Expected Price and Description; Save; the client goes to the LEADS column of the Activity dashboard. Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client
3. Add Activity: select Activity Type, Follow Up time, Follow Up Date, Demo Status, Status; enter Final Price and Description; Save. The client moves from Leads to Call for Demo, Demo Pending, Demo Completed and Future Leads depending on the Demo Status. Help › Mobile App › Sales CRM Mobile Application › 4.5.a Add Activity
4. Image-only activity: Activities screen, Add Activity, camera icon, Take Picture, Description, Save. Help › Mobile App › Sales CRM Mobile Application › 4.2.2 Activities
5. Today's Follow-ups: select date and employee name; search. Help › Mobile App › Sales CRM Mobile Application › 4.2.1 Today's Followup's
6. Client Details: Edit Details, Update (saves) or Cancel. Help › Mobile App › Sales CRM Mobile Application › 4.5.c Client Details
Variants: The Manager has the same features plus Employee Location. Help › Mobile App › Sales CRM Mobile Application › 5.4 Add Client. Screenshots show client location verification icons (matched, not matched, not available; the first visit's location is used when the client has no location). [SS] §21.7
Statuses / Notifications / Not documented: Notifications Not documented; permissions: "Allow all securities" is the instruction on first login. Help › Mobile App › Sales CRM Mobile Application › 4.2 Dashboard

I9. Device approvals

Trigger / start point: An Employee changes the mobile device; the next login device requires approval from the Manager. Help › For Managers › CRM Field Force Management › 1.7 Device Approvals
Actors: Manager (Super Admin page has the same text). Help › For Super Admin › CRM Field Force Management › 1.6 Device Approvals
Steps: All Device Approvals display under this screen. Approve and reject buttons are Not documented.
Statuses / Notifications / End state / Not documented: Not documented.

I10. GPS monitoring and tracking reports

Steps: Assigned employees' live tracking displays on the dashboard map; the current day by default; past dates selectable; battery percentage visible after the employee punches in and starts tracking; total employees punched in and out for the day display. Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring
Related: Employee Activity Report (Summary, Tracking Log), Employee Tracking Log Report (Employee Summary Details, Activities, Employee Tracking Details), Clients Report, Assignments Report (Select Employee, Scheduled From and To Date, Select Status). Help › For Managers › CRM Field Force Management › 1.6 Employee Activity Report, Help › For Managers › CRM Field Force Management › 1.8 Employee Tracking Log Report, Help › For Managers › CRM Field Force Management › 1.10 Assignments Report
Variants: Two GPS modes: Point-to-Point (route built from punch-in, punch-out and visit activities) and GPS Monitoring (continuous movement). Tracking needs login to the CRM app, location permission and internet; the map is Google Maps. [SS] §21.7. Mobile Manager: Employee Location tab; click the location icon to display present location. Help › Mobile App › Sales CRM Mobile Application › 5.6 Employee Location
Statuses / Notifications / Not documented: Notifications Not documented; tracking interval Not documented.

I11. Sales Manager reports and CRM attendance (web)

Steps: Attendance Summary Report (First in, Last Out, Total and Productive hours; Excel and PDF; Details hyperlink for break hours); Attendance Detailed Report (month-based absents, presents, late count); Missed Punch Report (Month and Year default present month, Employee Name default All Employees). Help › For Managers › CRM Field Force Management › 1.3 Attendance Summary Report, Help › For Managers › CRM Field Force Management › 1.4 Attendance Detailed Report, Help › For Managers › CRM Field Force Management › 1.11 Missed Punch Report
Super Admin CRM: branch wise, manager wise GPS Monitoring, Clients Reports, Employee Activity, Tracking Log, Monthly Attendance Reports. Help › For Admin › CRM Field force management › 2.1 GPS Monitoring
Leave History: approved and rejected requests with a view button. Help › For Managers › CRM Field Force Management › 1.15 Leave History

I12. Remaining CRM items

Configure Shift (C9) and Week off Configuration (C10) inside CRM. Help › For Managers › CRM Field Force Management › 1.13 Configure Shift
Leave Approvals (D6). Help › For Managers › CRM Field Force Management › 1.12 Leave Approvals
Account creation: "Create user accounts for the Manager and the Employee"; account creation is done from the integrated web application. Help › For Employee › Sales CRM Web Application › 2.1 Account Creation
Installation: Play store or App Store, search "Spryple CRM"; Android and iOS. Help › Mobile App › Sales CRM Mobile Application › 2.1 Installation
Location prompt: an in-app disclosure "Allow Spryple CRM to track your activity" precedes the Android location prompt. [SS] §21.7
Employee dashboard on web: Punch In/Out time, Today Follow-ups, Calendar, Add Clients, Maps. Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard
Follow-up icons: Scheduled, Exceeded, UnScheduled. [SS] §21.11

Part J. Mobile apps

The Help Center documents four mobile topics: Spryple HCM (titled "Spryple HR" in the breadcrumb tree), Spryple Lite, Sales CRM Mobile Application and Claims Management. Help › Mobile App. For CRM mobile flows see I8, I5, I6, I7, I10 and D15. For mobile claims see G3.

J1. Attendance request (employee) and approval (manager), Spryple HCM

Trigger / start point: Employee opens Attendance Management in the dashboard.
Actors: Employee; Manager.
Steps:
1. Employee: login with Company Code, Username, Password; click Attendance Management then Attendance Request. Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
2. Select Work Type, From Date, To Date, enter reason, click Submit; the message "Attendance Request Applied Successfully" displays. Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
3. Attendance History shows submitted, approved, rejected requests. Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
4. Manager: Attendance Management, then Pending Approvals; submitted requests display; click the Submitted button to get Approve and Reject buttons. Help › Mobile App › Spryple HR › Approving Attendance Request by Manager
5. Approve shows "Attendance Request Approved Successfully" and the status changes to Approved in the employee's login; Reject shows "Attendance Request Rejected Successfully" and the status changes to Rejected. Help › Mobile App › Spryple HR › Approving Attendance Request by Manager
Statuses: Submitted, Approved, Rejected.
Notifications: On-screen confirmation messages above; push or email Not documented.
Variants: Web equivalent C2 and C4. Screenshots add half-day checkboxes, required Shift, Attendance Type (Full Day). [SS] §21.3
Not documented: Rejection reason on mobile.

J2. Leave and comp-off (mobile HCM)

Steps:
1. Leave request (employee): Leave Management, Leave Request; select Leave type, From Date, To Date, enter reason, submit; "Leave Request Submitted Successfully". Help › Mobile App › Spryple HR › Applying Leave Request by Employee
2. Leave approval (manager): Leave Management, Pending Approvals; click View; Approve or Reject; "Leave Request Approved Successfully" or "Leave Request Rejected Successfully". Help › Mobile App › Spryple HR › Approving Leave Request by Manager
3. Comp-off request (employee): Leave Management, Comp-Off Request; select Worked Date, Worked Hours, Minutes, reason, submit; "Comp-Off Request Submitted Successfully". Help › Mobile App › Spryple HR › Applying Comp-Off Request by Employee
4. Comp-off approval (manager): Leave Management, Comp-Off Approvals; View; Approve or Reject with matching messages. Help › Mobile App › Spryple HR › Approving Comp-Off Request by Manager
Statuses: submitted, approved, rejected.
Notifications: On-screen messages; others Not documented.
Variants: Web: D5, D6, D9.

J3. Mobile payslip view

Actors: Employee ("employee is able to check payslip"). Help › Mobile App › Spryple HR
Steps: Click payroll management; the payslips screen displays; select Financial Year and Month; Net Pay, Total Earnings and Deductions display. Help › Mobile App › Spryple HR › PAYROLL MANAGEMENT

J4. Rewards and Recognition (send and receive)

Trigger / start point: User clicks Rewards & Recognition in the dashboard.
Actors: Employee, Manager (both can send and receive). Help › Mobile App › Spryple HR › Manager & Employee Logins
Steps:
1. Click the add button; select the Employee name from the dropdown, the Recognition Type and Message (the message can be edited in the box); click Submit. Help › Mobile App › Spryple HR › REWARDS & RECOGNITION
2. Data displays in the Sent List; the selected employee sees the message in the Received list. Help › Mobile App › Spryple HR › REWARDS & RECOGNITION
3. Reports (top right) show the count of Recognition types for each employee. Help › Mobile App › Spryple HR › REWARDS & RECOGNITION
Variants: Recognition types in screenshots: Birthday, Outstanding, Job Well Done, Congratulations, Performance-based recognition; template message with 145-character limit. [SS] §21.9
Statuses / Notifications / Not documented: Notification to the recipient beyond the Received list is Not documented.

J5. Mobile HCM manager reports

Steps: Today Attendees (multiple check-ins and check-outs for the current day); Attendance Details (check-ins and check-outs date-wise); Attendance Summary (default current month to date; Present Count per employee; month selectable with the calendar icon). Help › Mobile App › Spryple HR › Today Attendees, Help › Mobile App › Spryple HR › Attendance Details, Help › Mobile App › Spryple HR › Attendance Summary
Lite: Detailed Reports (attendance employee-wise and date-wise), Attendance Reports (same default), Payroll Reports (Employee names, Monthly Salary, Presents Count, Payable salary). Help › Mobile App › Spryple Lite › 4.4 Payroll Reports

J6. Spryple Lite: add employee and configure user

Trigger / start point: Manager logs in to Lite.
Actors: Manager; Receptionist; Employee.
Steps:
1. Add Employee: enter Name, Mobile Number, Monthly Salary, Shift. Help › Mobile App › Spryple Lite › 4.1.1 Add Employee
2. Configure User: edit the employee and manage facial recognition profiles; status Verified or Not Verified; grant camera permission. Help › Mobile App › Spryple Lite › 4.1.2 Configure User
3. Employees self check-in and check-out on their own devices; the Receptionist login lets added employees check in and check out. Help › Mobile App › Spryple Lite › Employee Login, Help › Mobile App › Spryple Lite › 4.5 Receptionist Login
Account creation: Create user accounts for the Manager and the Receptionist from the integrated web application. Help › Mobile App › Spryple Lite › 2.1 Account Creation
Statuses: Verified, Not Verified.
Variants: Spryple Lite is listed as unmaintained (last release 2024-08) in a secondary store listing, outside the Help Center. [SS] §21.1
Notifications / Not documented: Not documented.

J7. Mobile app installation and access

Actors: Manager, Employee ("give the necessary credentials based on the role (Manager or Employee)"). Help › Mobile App › Spryple HR › 2.3 Usage of App · Help › Mobile App › Claims Management › 2.3 Usage of App
Steps: Open the Play store (HCM, Lite, Claims: search by app name; CRM: Play store or App Store); click Install; accounts are created in the integrated web application; open the app and give the credentials for the role; ensure internet connection. Help › Mobile App › Spryple HR › 2.1 Installation, Help › Mobile App › Spryple HR › 2.3 Usage of App
Source note: The Claims Management mobile page tells the user to search for "Spryple CRM". Help › Mobile App › Claims Management › 2.1 Installation

J8. Mobile punch with camera (CRM)

Actors: Sales Executive / employee ("employee able to punch in/out"); Manager ("manager able to punch in/out"). Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out · Help › Mobile App › Sales CRM Mobile Application › 5.3 Punch In/Punch Out
Steps: See I8 step 1.

Part K. Learning Management System

K1. Course builder to course saved (LMS Instructor)

Trigger / start point: Instructor logs in to the LMS and opens Course Builder. Help › LMS Instructor › Course Builder
Actors: Instructor.
Steps:
1. Course Builder shows all courses with an Add Course button. Help › LMS Instructor › Course Builder
2. Click Add Course; add Course Title, Tags, Course Description, Difficulty level, Category, Prerequisites, Course Image. Help › LMS Instructor › Course Builder
3. Click Next; the Course Content Page displays; add Module, Section and content. Help › LMS Instructor › Course Builder
4. Click Next; the Review Page displays; click Submit Course and the course is saved. Help › LMS Instructor › Course Builder
Statuses: Not documented. The word "publish" is not used on the Instructor page; the documented end of the flow is "Course will be saved".
Notifications: Not documented.
End state: Course saved. Course cards in screenshots show modules, sections, duration, "what you will learn", prerequisites, Enroll and Details. [SS] §21.11
Not documented: Publish or unpublish, course assignment to employees (an "Assigned" course tab exists in screenshots [SS] §21.11), editing a saved course, assessment authoring (the Employee page shows an assessment; the Instructor page lists no assessment step).

K2. Employee course enrolment, assessment, certificate

Trigger / start point: Employee clicks Course Library in the Learning Management System left menu. Help › For Employee › Learning Management System (LMS) › Course Library
Actors: Employee.
Steps:
1. The Course Library page displays all courses and search options. Help › For Employee › Learning Management System (LMS) › Course Library
2. Employees can enroll in the course and complete the course. Help › For Employee › Learning Management System (LMS) › Course Library
3. Click the Assessment icon; the employee Assessment displays; click Submit Test to submit. Help › For Employee › Learning Management System (LMS) › Course Library
4. My Certificates displays the certificates of completed courses; My Badges displays earned badges and Next Targets. Help › For Employee › Learning Management System (LMS) › My Certificates
Statuses: Screenshots: assessment result shows correct and wrong counts, score and "Passed". [SS] §21.11
Notifications: Not documented.
End state: Certificate in My Certificates. Certificate of Completion shows recipient name, course, date, tenant name, instructor signature and a Certificate ID (example CERT250811174612SELE10); no score or duration. [SS] §21.10
Variants: Screenshots: Course player tabs Content, Summary, Resources, with video player and section progress; assessments are MCQ (A to D) with Mark for Review and a question navigator. Course Library filters: Department, Difficulty (Beginner/Advance), Time, Instructor, Status. [SS] §21.11
Not documented: Pass mark, retake rules, what triggers certificate issue, approval to enrol.

K3. Learning Sphere and badges (employee)

Steps: Learning Sphere displays number of sections completed, Leader Dashboard, Course Information. Help › For Employee › Learning Management System (LMS) › Learning Sphere. My Badges: earned badges and next targets. Help › For Employee › Learning Management System (LMS) › My Badges
Variants: Screenshot menu: Learning Sphere, Course Library, Achievements Center; badge ladder APPRENTICE, SCHOLAR, MENTOR, GUIDE, PATHFINDER, EXPERT by course count. [SS] §21.11
Statuses / Notifications / Not documented: Not documented.

K4. Instructor dashboard and reports

Steps: Dashboard displays Courses Overview, Leader Board, Progress, Badges Earned by Category (and one further panel named in the source). Reports displays Employees enrolled, completed, Badges, Points, Certificates count. Help › LMS Instructor › Dashboard, Help › LMS Instructor › Reports

K5. Manager and Admin LMS views

Steps: Manager dashboard and Reports have the same contents as K4. Help › For Managers › Learning Management System (LMS) › Dashboard, Help › For Managers › Learning Management System (LMS) › Reports. Admin (HR Manager dashboard) shows the dashboard; Configurations: admin clicks Edit to change the attribute values. Help › For Admin › Learning Management System (LMS) › Configurations
Not documented: Which attributes exist in Configurations, how a Manager assigns courses.

K6. LMS access note

A chatbot icon is present in the LMS screenshots. [SS] §21.10. A public LMS marketing page exists at spryple.com/learning-management-system/ (not retrievable during research). [SS] §21.10

Part L. Administrative master data and policies

L1. HR Policies configuration

Trigger / start point: Admin clicks HR Policies in the Employee Management module. Help › For Admin › Employee Management › HR Policies
Steps:
1. Configuration rules for all EMS Types display (48 numbered rules). Help › For Admin › Employee Management › HR Policies
2. Rule groups: password rules 1 to 9; onboarding reminders and probation 10 to 12; offboarding reminders and notice period 13 to 15; default week offs 16 to 18; automatic shift assignment 19 to 21, 25, 26; late attendance deduction 22 to 24; half and full day hours 27 and 28 (4 and 8 hours in the text); paid permission 29; flexible shift 30 and 31; regularization 32 and 33; employee details editable 34; default punch out 35; department-designation mapping 36; backdated termination 37; lunch, tea break and grace periods 38 to 42; extra days payment 43 to 45; week-off penalty 46 to 48. Help › For Admin › Employee Management › HR Policies
3. Click the save button. For rules 37 to 42 and 48 the text states a check box must be selected for the policy to update; otherwise update policy does not update and an error message displays. Help › For Admin › Employee Management › HR Policies
Effect scope: Updates do not affect existing employees; the changes affect newly created or added employees. Help › For Admin › Employee Management › HR Policies
Statuses / Notifications / Not documented: Not documented.

L2. Onboarding Settings and Offboarding Settings

Steps: Onboarding Settings: toggle Send Automatic Reminders (if enabled, reminder messages go to employees to complete onboarding pending checklists); toggle Probation Period (if enabled, a Probation Period (In Months) dropdown displays). Help › For Admin › Employee Management › Onboarding Settings. Offboarding: see F1.
Not documented: Reminder frequency.

L3. Work Location

Steps: Click Add; select current location or search; enter Address1, Address2, Branch Location, Country, State, City, Pin code, Prefix and seed; click Submit; multiple work locations can be added; edit (seed need not be entered when the prefix already exists); view shows disabled fields. Help › For Admin › Employee Management › Work Location
Rules: Same prefix and seed values give common employee-id generation across branches; different prefixes and seeds give separate generation per branch; a different prefix and seed for the same work location is not allowed. Help › For Admin › Employee Management › Work Location
Statuses: Active, Inactive.

L4. Department and Designation

Steps: Click Add; enter the name; Submit; edit and save; set Active or Inactive; duplicates not allowed. To inactivate, transfer all employees in the existing department or designation to another. Help › For Admin › Employee Management › Department, Help › For Admin › Employee Management › Designation
Variants: Department Designation Mapping, see B9.

L5. Holidays

Steps: Click Add; fields Branch Location, Date, Holiday Type dropdown, Holiday Name; Submit; edit, delete; Public and Optional radio buttons filter lists; search branch-wise. Holidays apply to the entire company or specific branches and are considered in leave duration. Duplicate holidays for the same date and branch are not allowed. Help › For Admin › Employee Management › Holidays

L6. Checklist (onboarding and offboarding masters)

Steps: Click Add; select Onboarding or Offboarding by radio button; select Department; enter the Checklist name; click the add icon; set Active or Inactive; edit and save. Help › For Admin › Employee Management › Checklist
Note: The documentation says the added checklist displays in the "Holidays table". Help › For Admin › Employee Management › Checklist
Use: The master checklists are assigned to new employees (B4) and shown for separation and termination (F2, F3).

L7. Induction types

Steps: Click Add to create a new Induction (HR Policies, Domain knowledge etc.); duplicates not allowed; enter the Program type and Submit; edit; set Active or Inactive; save or cancel. Help › For Admin › Employee Management › Induction

L8. Announcements lifecycle (Admin)

Trigger / start point: Admin clicks Add in Announcements. Help › For Admin › Employee Management › Announcements
Actors: Admin; employees (audience).
Steps:
1. Select Topic from the dropdown; enter Title; select Publish from and Publish To dates; enter the description. Help › For Admin › Employee Management › Announcements
2. Click Submit (status Published) or Save as Draft (status Save as Draft). Help › For Admin › Employee Management › Announcements
3. Actions by status: Published shows edit, view and stop icons; Save as draft shows edit and view; Completed shows View and Republish; Cancelled shows view only. Help › For Admin › Employee Management › Announcements
Statuses: Published, Save as Draft, Completed, Cancelled.
Notifications: Not documented. Company announcements display on the employee main dashboard. Help › For Employee › Attendance Management › Login
Not documented: Which action moves an announcement to Completed or Cancelled, what Republish does, audience targeting.

L9. Company Information and Company Logo

Steps: Company Information: click Edit, enter or update fields, Save, or Cancel. Help › For Admin › Employee Management › Company Information. Logo: Change icon, select image in the file explorer, Open, Save; Cancel discards; Remove deletes the saved image; accepts jpg and png, size up to 1MB; the logo appears before the company name in the header. Help › For Admin › Employee Management › Company Logo

L10. Messages Master (Admin), and other message masters

Steps: All Error and Success messages are listed with screen names (by default); click Edit, change, click save. Help › For Admin › Employee Management › Messages Master. The same pattern exists for Attendance (C20), Leave (D4) and Payroll (E18).

L11. Overtime duration

Steps: The user adds the minimum number of work hours per day allowed as per company rules; after submitting shift details, the shift is listed. Help › For Admin › Employee Management › Overtime duration

L12. Finance Admin setup order in the documentation

The Admin payroll page lists: Finance Dashboard, EPF, ESI, Pay Schedule, Pay Group, Pay Group Configuration, Bank Master, Payroll Policies, Variable DA Configuration, Arrear Distribution, Arrear Distribution History. Help › For Admin › Payroll Management › Finance Admin. A required order of setup is Not documented.

L13. Super Admin dashboard

Steps: Login with Company Code, Username, Password; the main dashboard shows Employee Count By Location, Employees By Department By Location, Employee Count (Active, New, Exit), Attendance By Work Type, Employees on Leave by Department, Leaves, Shift Based Headcount by Department, Payroll Amount by Department by Month. Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard

L14. Main dashboard alerts

Steps: The main-dashboard Alerts panel lists dates with "Attendance not recorded" and quick attendance and leave request actions. [SS] §21.11. Pending attendance requests appear in the Alerts section. Help › For Employee › Attendance Management › From Main Dashboard

Documentation conflicts and ambiguities found while writing this chapter

Separation rejection: the HR manager page says that on rejection "Status is changed from submitted to approved". Help › For Managers › Exit Management › Separation pending approvals
Pay Schedule: Managers page and Admin page differ on the line for the Organization working days option (E3).
Roles & Permissions text is identical to Users Login text (A2). Help › For Admin › Employee Management › Roles & Permissions
Claims statuses are named differently across screens: employee tabs (Submitted, In Progress, Paid, Rejected), manager tabs (Pending, Verified, Approved, Paid, Rejected), Finance Manager tabs (Verified, Approved, Paid, Rejected), mobile list (Submitted, Verified, Paid, Rejected). See G1 to G3.
The document re-upload email sentence appears in both Document Approval and Manager Detailed Report (B3).
Checklist creation says the checklist displays in the "Holidays table" (L6).
The LMS Instructor page ends the course flow at "Course will be saved"; it does not use the word publish (K1).
The Employee Timesheet page cites an HR Policies rule that is not in the 48 rules listed on the Admin HR Policies page (H3).
Claims mobile page installation step names "Spryple CRM" (J7).

Contents
Part A. Access and credentials
Part B. Employee management and onboarding
Part C. Attendance
Part D. Leave
Part E. Payroll
Part F. Exit management
Part G. Claims
Part H. Timesheet
Part I. CRM and field force
Part J. Mobile apps
Part K. Learning Management System
Part L. Administrative master data and policies
Documentation conflicts and ambiguities found while writing this chapter

Contents​

Part A. Access and credentials​

A1. Login (web, Employee / Super Admin)​

A2. Users Login creation (Admin creates credentials)​

A3. Employee Password Reset (Admin)​

A4. Change Password (Employee)​

A5. Employee profile edit and picture upload​

A6. Employee onboarding checklist view​

Part B. Employee management and onboarding​

B1. New hire to first login (end-to-end)​

B2. Employee Directory maintenance​

B3. Document approval​

B4. Onboarding checklist assignment​

B5. Onboarding checklist completion and No Due​

B6. Induction program (HR manager)​

B7. Employee Reports​

B8. Excel upload of employees​

B9. Employee Department and Designation mapping​

Part C. Attendance​

C1. Biometric ID mapping​

C2. Attendance request by employee (three entry points)​

C3. Attendance request on behalf of employee (Manager)​

C4. Attendance request approval (three ways)​

C5. Shift change request (employee) and approval with swap (manager)​

C6. Permission request (employee) and approval (manager)​

C7. Attendance regularization (employee)​

C8. Manager attendance regularization and approval​

C9. Shift creation and assignment (Admin, Manager)​

C10. Week-off configuration​

C11. Shift rotation: create sequence, assign, reassign​

C12. Excel upload of attendance (Manager)​

C13. Face capture and enrolment (mobile HCM and Lite)​

C14. Receptionist (front office) check-in and check-out​

C15. Geo-location (branch location) configuration​

C16. Extra Days Slab configuration and penalty designations (Admin)​

C17. Extra Days and Penalty Days reports​

C18. Missed Punch report and default punch-out​

C19. Attendance report retrieval (Super Admin, Admin, Manager, Employee)​

C20. Attendance Messages Master (Admin)​

C21. Shift wise report​

Part D. Leave​

D1. Leave policy activation (default leaves)​

D2. Leave policy deactivation​

D3. Common leave rules configuration​

D4. Leave type configuration (per type) and Advanced leave​

D5. Leave request (employee, web)​

D6. Leave approval (Manager)​

D7. Leave cancellation​

D8. Leave request on behalf of employee (Manager)​

D9. Comp-off request (employee) and approval (manager)​

D10. Comp-off request on behalf of employee (Manager)​

D11. Optional holiday request (employee), approval and on-behalf (manager)​

D12. Holiday list and calendar (employee)​

D13. Leave balance and Company Leave Policies (employee view)​

D14. Leave reports (Manager)​

D15. CRM leave request (Sales Executive, web and mobile)​

Part E. Payroll​

E1. EPF configuration​

E2. ESI configuration​

E3. Pay Schedule configuration​

E4. Pay group create, configure, activate​

E5. Assign Pay Group​

E6. Reassign Pay Group (new financial year, increments)​

E7. Monthly payroll generation​

E8. Arrear distribution and history​

E9. TDS distribution​

E10. Variable pay distribution and schedule​

E11. Payroll Policies configuration​

E12. Variable DA configuration​

E13. Bank Master​

E14. Other Deductions and mapping to pay groups​

E15. Employee views payslip, CTC history, dashboard​

E16. Advance salary request​

E17. Bank wise salary summary​

E18. Payroll reports​

Part F. Exit management​

F1. Exit settings (Admin)​

F2. Separation request, approval, offboarding checklist (end-to-end)​

F3. Termination and termination checklist​

F4. Other exit-related documentation​

Contents