3. Policies & settings: all options

Generated from the fact-only configuration catalogue. Every row is cited there. Columns: Option values = exactly what the documentation offers; Effect / note = the documented effect, or Not documented. Wording errors in the documentation are kept as written and flagged.

Policy groups: 1. Employee Management · 2. Attendance · 3. Leave · 4. Payroll · 5. Exit · 6. CRM · 7. Claims · 8. Timesheet · 9. LMS · 10. Mobile
Rows: 201

1. Employee Management

1.1 Company details, masters and branding

#	Policy / setting	What it controls	Option values	Effect / note
1	Company Information	"All information about the company, the company name, location, and other company details can be defined here." Basic details of the company are entered after clicking "Edit".	Field list: Not documented.	"Save" saves the entered or updated information; "Cancel" does not save the edited data.
2	Department	The user creates Departments and changes status Active and Inactive for created Departments.	New Department name (text field); status Active or Inactive. Add icon, then Submit adds the department to the table. Name can be updated with an edit icon and then a save icon.	Added departments are displayed in a table.
3	Designation	The user creates Designations and makes status Active and Inactive for created Designations.	New Designation name (text field); status Active or Inactive. Add button, then Submit adds it to the table. Name can be updated with an edit icon and then a save icon.	Updated data is saved on save.
4	Work Location	Users add Work Locations and make status Active and Inactive for the added work locations.	Fields: Address1, Address2, Branch Location, Country, State, City, Pin code, Prefix and seed. The user can select the current location or search a Location (Location icon). Status Active or Inactive. Multiple work locations can be added.	Added location is displayed in a table. Edit icon edits details; view icon shows details in disabled mode. When editing: "As the entered prefix already exists, seed value need not be entered."
5	Work Location: Prefix	"Prefix is a character string which is same for all the employees of a location. Ex: 'GOGL'"	Character string.	"Provide SAME prefix and seed values if you need common employee-id generation across all branches." "Provide DIFFERENT prefixes and seed values if you need separate employee-id generation for each branch."
6	Work Location: Seed value	"Seed value is the value that you want the employee-id generation to start from."	Not documented.	Same as Prefix (same or different values across branches decide common or separate employee-id generation).
7	Work Location: Branch Location	"Branch Location – short name, for ex. Kukatpally – like KP"	Short name.	Not documented.
8	Company Logo	The user can add and update the company logo.	Accepts jpg, png images. Buttons: Change icon (opens File Explorer, then Open, then Save), Cancel, Remove.	"Uploaded company logo appears before the company name in header." Cancel: the selected image will not upload. Remove deletes the saved image.

1.2 Shift, shift timings, grace period, overtime duration

#	Policy / setting	What it controls	Option values	Effect / note
9	Shift (master)	"Shift is used to assign shift to an Employee in company." The user can create different shifts with different time schedules and can inactive shifts that are not needed.	Shift Name (Ex: Regular Shift, Night Shift) and Shift Description; status active or inactive.	After submitting, the shift is listed in the shift table; view icon shows details in disabled mode.
10	Shift Timings	Start Time and End Time associated with the shift.	Time picker on Start Time and End Time.	"Total Hours will Auto Populate after entering Start Time and End Time."
11	Grace Period (shift form)	In Time and Out Time, and the fields "Number of lates is more than" and "Deduct leave count".	Time picker on In Time and Out Time; data entered in "Number of lates is more than" and "Deduct leave count".	Not documented beyond field names.
12	Overtime duration	"User can add Allow minimum number of work hours per day as per company rules" (documentation text as written).	Not documented.	Not documented.

1.3 Holidays, checklist, induction, announcements, messages

#	Policy / setting	What it controls	Option values	Effect / note
13	Holidays	"The admin can define 'Holidays', these holidays will be applicable to the entire company or specific branch(branches) and will be taken into consideration while calculating leave duration."	Fields: Branch Location, Date, Holiday Type dropdown and Holiday Name. Public and Optional radio buttons list public and optional holidays. Edit icon, delete icon, save icon, cancel icon. Branch-wise search.	Holiday is displayed in the Holidays table after Submit. Edited data is saved on save icon; cancel does not save.
14	Checklist	"Checklist is used to lists different tasks, activities (Onboarding and Offboarding)."	Radio button Onboarding or Offboarding; Department; Checklist name; status Active or Inactive. Edit icon, save icon, cancel icon.	The documentation says the checklist "will display in Holidays table" after adding (documentation text as written).
15	Induction	"Induction is the process of introducing a new employee to the company culture and processes with the aim of bringing them up to speed as quickly as possible as well as making them feel socially comfortable and aware of their professional responsibilities." The user creates a new Induction (HR Policies, Domain knowledge etc.).	Program type (text field); status Active or Inactive via radio buttons under the status column. Edit icon, save icon, cancel icon.	Program type is listed in the table after Submit.
16	Announcements	"Announcements are used to share important information with employees."	Topic (dropdown), Title, Publish from and Publish To dates (calendar), description. Buttons: submit or save as draft. Statuses: Published, Save as Draft, Completed, Cancelled.	Submit shows status Published; save as draft shows "Save as Draft". Published: edit, view and stop icons. Save as draft: edit and view icons. Completed: View and Republish icons. Cancelled: only view icon.
17	Messages Master (Employee Management)	"All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on."	Message text, editable with Edit and saved with save.	Messages are "displayed by default".

1.4 Users Login, Roles & Permissions, password reset, onboarding settings

#	Policy / setting	What it controls	Option values	Effect / note
18	Users Login	"Admin can Create a Username and Password for the employees." Edit icon shows Employee name and Official Email ID in fields.	User ID field (username). Password "displays default to 'Welcome1!' (Employee can update password in Employee's login)". Submit creates the User Credentials.	Credentials are created on Submit.
19	Roles & Permissions	The section text is identical to Users Login: "Admin can Create a Username and Password for the employees." (documentation text as written). Same screenshot files as Users Login are used ([SS] §21.12).	Not documented. No role or permission options are described.	Not documented.
20	Employee Password Reset	Admin selects Location Name, Department Name, Employee Name, Reset Option (dropdown).	Reset Option: "Username", "Password", or "New Username and Password". Enter new username or new password; for the third option a new username is entered and a new password is displayed.	The user receives a Reset username, Reset password, or Reset username and password mail from HR Department.
21	Onboarding Settings: Send Automatic Reminders	Toggle button Enable or Disable.	Enable or Disable.	"If enable, Reminder messages are sent to employees to complete Onboarding pending checklists." "If disable, No Reminder messages are sent to employees."
22	Onboarding Settings: Probation Period	Toggle button Enable or Disable.	Enable or Disable; when enabled, a "Probation Period (In Months)" drop down is displayed and the user selects from it.	"If disable, Probation Period (In Months) drop down will be disappeared."

1.5 HR Policies (all 48 rules)

#	Policy / setting	What it controls	Option values	Effect / note
23	Rule 1	Minimum length of user's password	Entered by user "as per organization rule"	"User can enter minimum length of password as per organization rule."
24	Rule 2	Maximum length of user's password	Entered by user	"User can enter minimum length of password as per organization rule." (documentation text as written; the rule title says maximum)
25	Rule 3	How many last passwords should not match with the current password	Not documented.	"User can change password which is not same as last 3 changed passwords" (documentation text as written)
26	Rule 4	Should the password start with a capital letter	Yes or No from drop downs	"User can select Yes or No from the drop downs"
27	Rule 5	How many minimum capital letters should be there in the password	Number configured by user	"User can configure for the new password with minimum capital letters"
28	Rule 6	Is special characters allowed in the password?	Yes or No from drop downs	"User can select Yes or No from the drop downs"
29	Rule 7	Minimum count of special characters allowed in the password	Entered by user	"User can enter minimum special characters in the password as configured"
30	Rule 8	How many minimum small letters should be there in the password?	Configured by user	"User can configure minimum small letters for the password"
31	Rule 9	How many minimum numbers should be there in the password	Configured by user	"User can configure minimum numbers in password."
32	Rule 10	Send Automatic Reminders for Onboarding (title spelled "Remainders" in the documentation)	Yes or No from drop downs	"User can select Yes or No from the drop downs." The Onboarding Settings screen has a toggle of the same name (see 1.4).
33	Rule 11	Probation Period	Yes or No from drop downs	"User can select Yes or No from the drop downs"
34	Rule 12	Probation Period in Days	Configured by user	"User can configure probation period days" (the Onboarding Settings screen shows "Probation Period (In Months)")
35	Rule 13	Send Automatic Reminders for Offboarding (title spelled "Remainders")	Yes or No from drop downs	"User can select Yes or No from the drop downs." The Offboarding Settings screen has a toggle of the same name (see section 5).
36	Rule 14	Notice Period	Yes or No from drop downs	"User can select Yes or No from the drop downs"
37	Rule 15	Notice Period in Days	Configured by user	"User can configure notice period days"
38	Rule 16	1st default week off	Not documented.	"User can configure 1st default week off"
39	Rule 17	2nd default week off	Not documented.	"User can configure 2nd default week off"
40	Rule 18	3rd default week off	Not documented.	"User can configure 3rd default week off"
41	Rule 19	Do you want to assign shifts to unassigned employees automatically?	Yes or No from drop downs	"User can select Yes or No from the drop downs"
42	Rule 20	Select a shift that will be assigned to a shift unassigned employee	Not documented.	"User can configure notice period days" (documentation text as written)
43	Rule 21	Select a duration for which the shift will be assigned.	Not documented.	"User can configure the duration of week off for the shift to be assigned" (documentation text as written)
44	Rule 22	How many maximum late attendances are allowed per month before deducting leave?	Configured by user	"User can configure maximum late attendances allowed per month"
45	Rule 23	How many leaves are to be deducted in case of exceeding maximum permitted late attendances per month?	Configured by user	"User can configure number of leaves to be deducted in case of exceeding maximum permitted late attendance"
46	Rule 24	Which leave type is to be used for deducting leave in case of exceeding late attendances per month?	Drop down of leave types "which are activated in the leave policies"	"User can select Leave type which are activated in the leave policies from the drop downs"
47	Rule 25	Select a shift to which a new unassigned employee will be added to.	Drop down of "shifts which are added in the master's"	"User can select shifts which are added in the master's from the drop down"
48	Rule 26	Select a duration for which a new employee will be assigned the default shift	Drop down of durations	"User can select duration from the drop down for the employee to assign the default shift"
49	Rule 27	How many minimum hours to work to treat it as half day attendance	Not documented as a field value.	"User should work for 4 hours in a shift then considered as worked for half day"
50	Rule 28	How many minimum hours to work to treat it as full day attendance	Not documented as a field value.	"User should work for 8 hours in a shift then considered as worked for full day"
51	Rule 29	Consider an employee permission as a paid permission or not	Not documented.	"If employee took permission in productive hours that will not deduct in salary"
52	Rule 30	Is flexible shift enabled for your company	Not documented.	"User will take decision; user need to work for particular shift or flexible shift"
53	Rule 31	How many hours duration is considered for Flexible shift	Total hours entered by user	"User will enter total hours employee need to work in a day"
54	Rule 32	Is an option needed in regularization screen to mark specific regularization record as week off?	Yes or No from drop downs	"User can select Yes or No from the drop downs"
55	Rule 33	How many past days data has to be displayed for regularization	Past days entered by user	"User can enter past days."
56	Rule 34	Is employee details editable by employee	Yes or No from drop downs	"User can select Yes or No from the drop downs"
57	Rule 35	Is default punch out time to be populated if out punch is missed	Yes or No from drop downs	"If select Yes - missed punch report is display". Attendance reports repeat this: Missed Punch Report and Punch Summary Report display data only if this policy is Yes (Help › For Admin › Attendance Management › Missed Punch Report).
58	Rule 36	Is mapping required between departments and designations?	Yes or No from drop downs	"If select Yes - user can map Department with Designation" (see 1.6)
59	Rule 37	How many backdated days allowed for termination (0 to 60 days)	Past days entered by user	"User can enter past days"
60	Rule 38	How much is duration for lunch (in minutes)	Minutes entered by user	"User can enter lunch time"
61	Rule 39	How much is duration for Tea break (in minutes)	Minutes entered by user	"User can enter Tea break time"
62	Rule 40	How much grace period for late attendance (in minutes)	Minutes entered by user	"User can enter grace period for after shift in grace time"
63	Rule 41	How much is grace period for lunch (in minutes)	Minutes entered by user	"User can enter grace period for after lunch break shift in grace time"
64	Rule 42	How much is grace period for tea break (in minutes)	Minutes entered by user	"User can enter grace period for after Tea break shift in grace time"
65	Rule 43	Is payment for extra days worked, applicable in the company?	Yes or No from the dropdown	"If user select Yes from the dropdown, you will get amount based on condition." "If user select No from the dropdown, extra day amount not added"
66	Rule 44	If applicable, which day 1 is considered for payment for extra days worked?	Week off day 1 from the value field	"User can select week off day 1 from the value field." "If user select extra week off day as 'Sunday' based on condition amount will be added to pay slip and extra days will display in extra day report."
67	Rule 45	If applicable, which day 2 is considered for payment for extra days worked?	Week off day 2 from the value field; or no week off	"User can select week off day 2 from the value field." "If user select extra week off day as 'Saturday' based on condition amount will be added to pay slip (OR) User can select no week off."
68	Rule 46	Is salary deduction applicable for not working on weekoff day?	Yes or NO option from the dropdown	"If user select Yes from the dropdown, penalty amount deducted based on condition." "If user select No from the dropdown, penalty amount not deducted"
69	Rule 47	If applicable, which day 1 (if not worked) is considered for salary deduction as penalty?	Week off day 1 from the value field	"If user select penalty week off day as 'Sunday' based on condition amount will be deducted and display in penalty report and pay slip." "If user select no week off, penalty deduction is not applicable."
70	Rule 48	If applicable, which day 2 (if not worked) is considered for salary deduction as penalty?	Week off day 2 from the value field	"If user select penalty week off day as 'Saturday' based on condition amount will be deducted and display in penalty report and pay slip." "If user select no week off, penalty deduction is not applicable."

1.6 Department Designation Mapping

#	Policy / setting	What it controls	Option values	Effect / note
71	Department Designation Mapping	Mapping of a Department to a Designation.	Select Department; select Designation; click Submit. "User can search department with designation".	Related policy: HR Policies Rule 36 "Is mapping required between departments & designations?" (Yes: "user can map Department with Designation").

2. Attendance

#	Policy / setting	What it controls	Option values	Effect / note
72	Mapping ID's	Mapping of the Bio-metric id with the Employee ID.	Enter Bio metric id and select the Employee name; click Submit.	"Admin need to map the employee Id & Bio-metric id to get the employee attendance punched into application. For that admin should map both Id's." After mapping, "employee Bio-metric punches will record, and employee can see in his employee Dashboard."
73	Attendance Messages Master	"All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on."	Message text, editable with Edit, saved with save.	"Will be displayed by default." "User can edit error messages."
74	Shift configuration	"Manager can assign the shifts and week offs for assigned employee's (Shift days & Week offs)."	Select Shift, Shift duration (From date and To date), select week offs, select Employees; click Submit.	Submit assigns the shift.
75	Week off configuration	Week off days assigned to employees.	A weekly off check box for each day; a check box in the table to assign week offs to an employee; Submit. View icon shows a particular employee's week off details.	Not documented beyond assignment.
76	Extra Days Slab configuration	Slabs of extra days per designation.	Add New; select Designation from the dropdown; enter "Minimum days worked", "Maximum days worked" and "Eligible Extra days"; add; delete icon removes an added slab; Submit shows data in the table; edit icon and update button edit a slab.	Added slab configuration is displayed after add.
77	Applicable Designations for Penalty	Which designations the penalty applies to.	"Admin added all designations will display in table." Active or Inactive designations are displayed; "User can activate/Deactivate the designations."	Not documented beyond display and activation.
78	Shift rotation Sequences	A named sequence of shifts.	Add button; location name displays by default where the manager is located; enter Rotation name; select shifts from "Please select shift" dropdown; delete icon removes a shift; Submit.	"Selected shifts will display in shifts order." "Selected rotation name with shift order will display in table."
79	Assign Rotation Shift	Assignment of a rotation sequence to employees.	Add button; select location, then rotation shift; check box; Submit.	Note: "Rotation shift not assigned employees will display in table."
80	Reassign Rotation Shift	Re-assignment of a rotation sequence.	Select location, rotation shift, start shift, applicable date in calendar; check box; Submit.	Not documented.

3. Leave

3.1 Common rules (6)

#	Policy / setting	What it controls	Option values	Effect / note
81	Common rule 1	"Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday (Week-offs)"	Yes or No	Yes: "Considers as Sandwich leave". No: "Sandwich Leave will not be applicable and only 2 days will be deducted".
82	Common rule 2	"Should the company consider company holiday as part of leave, if leave is applied on prior and later days"	Yes or No	Yes: "Considers as Sandwich leave". No: "Sandwich Leave will not be applicable and only 2 days will be deducted".
83	Common rule 3	"How many past days is allowed for applying past dated leaves"	"User can update as per organization rules."	Not documented.
84	Common rule 4	"Do you need sending of mails when submitted/approved/rejected?"	"User can select YES or NO."	Not documented.
85	Common rule 5	"Please select the leave cycle of the company"	"April – March or January – December as per Organization rule."	Not documented.
86	Common rule 6	"This value shows the maximum optional holidays an employee can avail in a financial year"	"User can give available leaves for financial year"	Not documented.

3.2 Leave types: activation and deactivation

#	Policy / setting	What it controls	Option values	Effect / note
87	Leave types available	"There are 10 different leave types and users can configure all the leaves."	Casual Leave, Sick Leave, Comp-off Leave, Loss of pay Leave, Maternity Leave, Paternity Leave, Wedding Leave, Bereavement Leave, Earned Leave, Advanced Leave	Not documented.
88	Activate default leaves	Activation of a leave policy.	Add new button; all the deactivated leave policies are displayed; select any one; Submit.	"All the activated leave policies are displayed in leave policies page." Note: "In this way, User can activate all the leave policies, based on organization rules."
89	Deactivate default leaves	Deactivation of a leave type.	Edit button on the policy (example: Loss of Pay Leave); Deactivate button.	"Loss of Pay leave will not display in the leave policies table." "The same is followed for other leave types to deactivate."
90	Leaves Messages Master	"All Error and Success messages are displayed in the message master with screen names (Will be displayed by default)"	Message text, edited with Edit, saved with save.	"User can edit error messages."

3.3 Casual Leave (10 rules)

#	Policy / setting	What it controls	Option values	Effect / note
91	Rule 1	Maximum count of leaves per year	Number	"User can enter number of leaves per year as per organization rule."
92	Rule 2	Does the company credit leave monthly/quarterly/half-yearly/yearly? (In months)?	Monthly, Quarterly, half-yearly, Yearly	"Based on Selection leave count will be credit to employee."
93	Rule 3	Will the company consider both weekends as part of the leave, if leave is applied on Friday & Monday?	Yes or No	"Based on organization rule."
94	Rule 4	How many maximum number of leaves that can be taken at an instance?	Number	"User can configure Maximum leave count to one time Leave request."
95	Rule 5	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
96	Rule 6	How many days in advance, employee has to apply this leave in case of planned leaves?	Number of days	"User can configure the number of advance days to apply leave."
97	Rule 7	Should the company consider company holiday as part of leave, if leave is applied on prior and later days?	Yes or No	"Based on organization rule."
98	Rule 8	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."
99	Rule 9	Max no. of days by when unused leaves will be lapsed/converted to perks	"User can enter total month days"	"Based on organization rule."
100	Rule 10	Is lapsed leaves convertible to perks?	Yes or No	"Based on organization rule."

3.4 Sick Leave (6 rules)

#	Policy / setting	What it controls	Option values	Effect / note
101	Rule 1	Maximum count of leaves per year	Number	"User can enter number of leaves per year."
102	Rule 2	Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)?	Monthly, Quarterly, half-yearly, Yearly	"Based on Selection leave count will be credit to employee."
103	Rule 3	Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday?	Yes or No	"Based on organization rule."
104	Rule 4	Should the company consider company holiday as part of leave, if leave is applied on prior and later days?	Yes or No	"Based on organization rule."
105	Rule 5	Minimum leave days for employees that require supporting document upload	Number	"User can configure the minimum leaves to upload the document to apply sick leave."
106	Rule 6	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.5 Comp-off Leave (9 rules)

#	Policy / setting	What it controls	Option values	Effect / note
107	Rule 1	How many maximum number of leaves that can be taken at an instance?	Number	"User can configure Maximum leave count to one time Leave request."
108	Rule 2	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
109	Rule 3	Whether working on week off days is considered for comp-off	Yes or No	"Based on organization rule."
110	Rule 4	Whether working on Company Holidays is considered for comp-off?	Yes or No	"Based on organization rule."
111	Rule 5	Is lapsed leaves convertible to perks?	Yes or No	"Based on organization rule."
112	Rule 6	Minimum number of hours employee should work so as to get eligibility for comp-off	Number of hours	"User can configure the number of hours as per organization rule."
113	Rule 7	Maximum number of backdated days permitted for an employee to submit comp off eligible work	Number of days	"User can configure the number of days, to raise a request about comp-off day work."
114	Rule 8	Maximum number of days after which earned comp off leaves will be lapsed or converted to perks.	Number of days	"User can configure the number of days as per organization rule."
115	Rule 9	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.6 Loss of Pay Leave (3 rules)

#	Policy / setting	What it controls	Option values	Effect / note
116	Rule 1	Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday?	Yes or No	"Based on organization rule."
117	Rule 2	Should the company consider company holiday as part of leave, if leave is applied on prior and later days?	Yes or No	"Based on organization rule."
118	Rule 3	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.7 Maternity Leave (6 rules)

#	Policy / setting	What it controls	Option values	Effect / note
119	Rule 1	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
120	Rule 2	Min. leave days for employees that require supporting document upload	Number	"User can configure the minimum leaves to upload the document to apply maternity leave."
121	Rule 3	How much minimum (years) gap should be there between each term	Number of years	"User can configure the number of years as per organization rule."
122	Rule 4	Maximum no. of times to avail this type of leave	Number of times	"User can configure the number of times (for employee to take maternity leave) as per organization rule."
123	Rule 5	Maximum count of leaves per term	Number of days	"User can configure the number of days per term as per organization rule."
124	Rule 6	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.8 Paternity Leave (5 rules)

#	Policy / setting	What it controls	Option values	Effect / note
125	Rule 1	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
126	Rule 2	How much minimum (years) gap should be there between each term	Number of years	"User can configure the number of years as per organization rule."
127	Rule 3	Maximum no. of times to avail this type of leave	Number of times	"User can configure the number of times (for employee to take paternity leave) as per organization rule."
128	Rule 4	Maximum count of leaves per term	Number of days	"User can configure the number of days per term as per organization rule."
129	Rule 5	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.9 Wedding Leave (5 rules)

#	Policy / setting	What it controls	Option values	Effect / note
130	Rule 1	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
131	Rule 2	How many days in advance, employee has to apply this leave in case of planned leaves?	Number of days	"User can configure the number of advance days to apply leave."
132	Rule 3	Maximum no. of times to avail this type of leave	Number of times	"User can configure the number of times (for employee to take wedding leave) as per organization rule."
133	Rule 4	Maximum count of leaves per term	Number of days	"User can configure the number of days per term as per organization rule."
134	Rule 5	Select unique color for each leave type (the documentation prints "Rule5: Rule5:", documentation text as written)	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.10 Bereavement Leave (3 rules)

#	Policy / setting	What it controls	Option values	Effect / note
135	Rule 1	Maximum no. of times to avail this type of leave	Number of times	"User can configure the number of times (for employee to take bereavement leave) as per organization rule."
136	Rule 2	Maximum count of leaves per term	Number of days	"User can configure the number of days per term as per organization rule."
137	Rule 3	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.11 Earned Leave (10 rules)

#	Policy / setting	What it controls	Option values	Effect / note
138	Rule 1	Maximum count of leaves per year	Number	"User can enter number of leaves per year as per organization rule."
139	Rule 2	Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)?	Monthly, Quarterly, half-yearly, Yearly	"Based on Selection leave count will be credit to employee."
140	Rule 3	Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday?	Yes or No	"Based on organization rule."
141	Rule 4	How many maximum number of leaves that can be taken at an instance?	Number	"User can configure Maximum leave count to one time Leave request."
142	Rule 5	Minimum service (In months) for Employees to get these leaves (For the first-time joiner)	Number of months	"User can configure the number of months as per organization rule."
143	Rule 6	How many days in advance, employee has to apply this leave in case of planned leaves?	Number of days	"User can configure the number of advance days to apply leave."
144	Rule 7	Should the company consider company holiday as part of leave, if leave is applied on prior and later days?	Yes or No	"Based on organization rule."
145	Rule 8	If leaves are not utilized, how many maximum leaves will be carried forward	Number	"User can configure the number of Carried forward leave count as per organization rule."
146	Rule 9	Max no. of times this type of leaves can be availed per year	Number of times	"User can configure the number of times to apply in the year."
147	Rule 10	Select unique color for each leave type	Color	"User can select color to differentiate the leave types in employee dashboard and Manager dashboard."

3.12 Advanced Leave

#	Policy / setting	What it controls	Option values	Effect / note
148	Advanced leave: which leave type is taken as advanced leave	"Which leave type should be taken as advanced leave." Edit button, then Submit.	One of Casual leave, Sick leave and Earned Leave (the user can select any one of these three).	"If user Select Casual leave as advanced leave (Which leave type should be taken as advanced leave), That leave type balance will be detected from leave balance" (documentation text as written).

4. Payroll

#	Policy / setting	What it controls	Option values	Effect / note
149	EPF	EPF configuration page "displayed with by default configuration".	Edit button; "Employee contribution and Employer's contribution & Admin charges, EDIL contribution" can be changed; save button.	"Admin can change all the configuration rules, based on organization rules."
150	ESI: Include Employer's contribution in the CTC	Check box "Include Employer's contribution in the CTC".	Check or uncheck.	"Based on this selection, Employee's will get the ESI amount" (documentation text as written).
151	ESI Number (state-wise)	"User can Add & Edit ESI Number State wise ESI number in this screen."	ESI number per state.	Not documented.
152	Pay Schedule: same payroll window and leave window	Whether the payroll window and leave window are the same.	YES or No (edit button to change; "Earlier configuration displayed by default").	YES: "Both Payroll window and Leave window are same"; example: salary paid 1st to last day of the month. No: "Both Pay roll window and Leave window are different".
153	Pay Schedule: leave window dates	The leave window dates when payroll and leave windows differ.	"Admin can select the leave window dates." Example: salary paid 25th to next month 24th; select "Previous month 25 and present month 24".	"Based on this selection, the application calculates the salary".
154	Pay Schedule: monthly salary basis	Basis for monthly salary calculation.	"Actual days in a month" or "Organization working days". Save button.	"Based on these configurations, Employees salary will generate." The Managers page version of this text says "Actual days in a month" for both options (documentation text as written, Help › For Managers › Payroll Management › Pay Schedule).
155	Pay group	"Every employee has some range of salary with earnings and deductions", configurable as a pay group.	Add button; Pay group name, Start range, End range; select Earnings and Deductions; save.	New pay group appears in the pay group table with status "configuration in progress".
156	Pay group configuration	Percentage or flat amount for each selected earning or deduction component.	Configuration button; configure button for each component; percentage or flat amount; submit. "Component name" can be changed.	CTC percentage and Basic salary percentage change automatically with inputs. Component name change "will reflect in Pay slip". Status changes from "Configuration in Progress" to "ACTIVE". "Active pay groups only display in assign group section."
157	Bank Master	Bank details of the finance admin.	Add button; Bank Name, IFSC Code, Account Number, Address1, Address2; select Country, State, City, Status, Is EPF, Is ESI, Is Professional Tax; Submit; Edit button and Update button.	Submitted data is displayed in the table.
158	Variable DA	Definition: "Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation)." Variable DA changes based on inflation or the Consumer Price Index (CPI).	Not documented here.	"If inflation goes up, Variable DA increases"; reviewed periodically (like every 6 months).
159	Variable DA Configuration	A Variable DA notification entry.	Add icon; fields: Notification name, Published Name, CPI points, CPI points at notified date, Date, VDA rate per point, Effective date, attachments (if any); save; view icon; edit then update; cancel.	Update saves changes. Cancel: changes not saved and navigated to table.
160	Other Deductions	Named deductions.	Add button; "deduction name and deduction amount"; Submit; edit icon; the deduction amount can be edited; save.	Submitted data is displayed in a table with edit icon.
161	Manage Other Deductions (pay group deduction mapping)	Mapping of a deduction to a pay group.	Add button; select Pay group dropdown and Deduction dropdown; "Add this Deduction" button; Cancel icon removes the record.	Respective data displays in table.
162	Variable Pay Schedule	Distribution type of variable pay.	"Monthly share or Lump sum"	Not documented.
163	Payroll Messages Master	"All Error and Success, Failure messages are available in the message master with screen names indicating which screens they are displayed on."	Message text edited with Edit, saved with save.	"Will be displayed by default." "Users can edit error messages as they wish."

4.1 Payroll Policies (14 rules)

#	Policy / setting	What it controls	Option values	Effect / note
164	Rule 1	Number of installments, the salary in advance is to be recovered.	Number entered by user	"User can enter minimum no of months that employee can recover"
165	Rule 2	After how many months of last recovery, advance salary option is resumed?	Number entered by user	"User can enter minimum no of months that employee can recover" (same text as Rule 1, documentation text as written)
166	Rule 3	Should over time amount to be included in salary	Yes or No from drop downs	"User can select Yes or No from the drop downs"
167	Rule 4	Is the company covered (registered) under Payment of Gratuity Act, 1972	Yes or No from drop downs	"User can select Yes or No from the drop downs"
168	Rule 5	If enabled, is the company want to pay Gratuity as part of the monthly component	Yes or No from drop downs	"User can select Yes or No from the drop downs"
169	Rule 6	Is variable DA applicable for this company	Yes or No from drop downs	"User can select Yes or No from the drop downs"
170	Rule 7	Is absent considered as LOP	Yes or No from drop downs	"User can select Yes or No from the drop downs"
171	Rule 8	Is dynamic payroll processing applicable	Yes or No from drop downs	"User can select Yes or No from the drop downs"
172	Rule 9	Number of leaves threshold for dynamic payroll processing	Number entered by user	"User can enter minimum No.of leaves should be accept for same leave window" (documentation text as written)
173	Rule 10	Do you want ESI and EPF contribution to be made independent of the Loss of Pay deduction?	Yes or No from drop downs	"User can select Yes or No from the drop downs"
174	Rule 11	Minimum number of hours to be worked for over time consideration	Number of worked hours	"User can enter minimum No.of worked hours."
175	Rule 12	Frequency of variable pay (e.g. monthly/quarterly/half-yearly/yearly)	Monthly, Quarterly, Half-yearly and yearly	"User can select Monthly, Quarterly, Half-yearly and yearly."
176	Rule 13	After how many lop days proportionate week off deduction should be applicable?	LOP proportionate days	"User can enter lop proportionate days"
177	Rule 14	Is payment given for extra working days?	Yes or No from drop downs	"User can select Yes or No from the drop downs". Note: "If an employee works on a weekly off or a holiday, the payment for those days will be considered as extra and reflected in the pay slip."

5. Exit

#	Policy / setting	What it controls	Option values	Effect / note
178	Offboarding Settings: Send Automatic Reminders	Toggle button Enable or Disable.	Enable or Disable	"If enable, Reminder messages are sent to employees about timely completion of employee clearance form". "If disable, No Reminder messages are sent to employees".
179	Offboarding Settings: Notice Period	Toggle button Enable or Disable.	Enable or Disable; when enabled a "Notice Period (In Days)" drop down is displayed and the user selects a value.	"If disable, Notice Period (In Days) drop down will be disappeared."
180	Termination Category	Categories of termination. The page lists example performance-related reasons: Low-quality of work; Arriving late to work; Misusing company time or resources; Insubordination; Harassment or inappropriate behavior.	Add button; category name in the field; Submit; edit icon; status Active or Inactive via radio buttons under the status column.	All added categories appear in the table.
181	Reason for Separation	Reasons for separation. The page lists examples: Better Prospect; Unsatisfactory pay scale; Health Issue; Office at distinct location.	Add button; reason in the field; Submit; edit icon; status Active or Inactive via radio buttons under the status column.	All added reasons appear in the table.

6. CRM

#	Policy / setting	What it controls	Option values	Effect / note
182	Demo Status	The user creates Demo Status and changes status Active and Inactive.	Name in field; Add icon, Submit; edit icon then save icon.	Added Demo Status are displayed in a table.
183	Status Master	The user creates Status Master and changes status Active and Inactive.	Name in field; Add icon, Submit; edit icon then save icon.	Added entries are displayed in a table.
184	Client Associate Type: Associate Type	Associate Types, created by selecting the Associate Type radio button.	Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive.	Added entries are displayed in a table.
185	Client Associate Type: Qualifications	Qualifications, created by selecting the Qualifications radio button.	Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive.	Added entries are displayed in a table.
186	Client Associate Type: Specializations	Specializations, created by selecting the Specializations radio button.	Name in field; Add icon, Submit; edit icon then save icon; status Active or Inactive.	Added entries are displayed in a table.
187	Leave Policies in CRM	Leave policies seen from the CRM admin screens.	"Super Admin can see common rules for all leave types"; "can edit common rules by clicking on Edit button"; "able to see default leave types and if admin wants to edit the leave type can edit by clicking on Edit button"; Submit saves.	"Click on Submit button, edited data will save". The CRM admin page embeds the leave-policy screens ([SS] §21.12).
188	"Add client" button on web	Whether the employee can add client and activity details from the web.	"Enable" the "Add client" button.	"Employee able to Punch In/Out, Add Client, Add Activity through mobile, If client wants to add client details and activity details from web, we can enable 'Add client' button, it is configurable."
189	Add Client form (web, when enabled)	Fields of the client form.	Organization, Contact Person, Contact Number, Address1, Country, State, City, Description; Submit; Reset clears the fields.	Not documented.
190	Image-only activities	Adding an activity with only an image.	Not documented.	"If client want to add activity with only image, Activates option is display in Dashboard in place of Today's Follow-ups" (documentation text as written).

7. Claims

#	Policy / setting	What it controls	Option values	Effect / note
191	Reimbursement types	The type chosen on a claim.	Observed: "Food Charges" (others unknown).	Dashboard "Reimbursement Type by Paid Amount": "Displays the graphical representation of Paid Amount for Reimbursement Types."

8. Timesheet

#	Policy / setting	What it controls	Option values	Effect / note
192	Client	Timesheet clients.	Fields: Client, Contact Name, Designation, Contact Number, Email, Start Date, Address, Country, State, City, Pin code. Status Active or Inactive.	Added clients are displayed in a table.
193	Project	Timesheet projects.	"filling all fields" (field list not given); status Active or Inactive.	Added projects are displayed in a table. Update by edit icon then Submit.
194	Assign Team	Team assignment to projects.	"filling all fields" (field list not given); status Active or Inactive.	Added Assign Teams are displayed in a table.
195	Task	Timesheet tasks.	"filling all fields" (field list not given); status Active or Inactive.	Added Tasks are displayed in a table. Update by edit icon then Update.
196	Project Roles	Project roles.	Create Project Role; update with edit icon then Update.	Added Project Roles are displayed in a table.
197	HR policy referenced on the timesheet page	Timesheet submission depends on attendance.	Rule worded "Do you want to limit the timesheet entry hours to attendance hours of that day?" set to "Yes".	"then user should have attendance for that day to submit Timesheet."

9. LMS

#	Policy / setting	What it controls	Option values	Effect / note
198	Configurations	"In Configurations screen, admin will edit the attribute values."	"On click Edit Admin able to edit the changes."	Not documented.

10. Mobile

#	Policy / setting	What it controls	Option values	Effect / note
199	Configure Location	"In this feature the manager can configure the location."	Not documented in the Help Center text.	"Employee can check in and check out based on configured geo location." Receptionist login: added Employees can check in and out "in configured geo location".
200	Configure Location: Geo fencing Radius	A per-branch "Branch Location" screen with "Geo fencing Radius".	Observed: 200 m in the example; "the options are not shown".	Not documented.
201	Capture Employee Image	"The manager can configure their employees' facial recognition profiles."	Status "Verified" if facial recognition is uploaded, else "Not Verified". View icon shows the captured image; Recapture updates it; the existing image can be deleted and captured again.	Observed ([SS] §21.3): a manager or receptionist enrols the face; the kiosk "Face Detections" screen offers All or Select employees, a camera preview, Capture and a camera flip.

Documented wording errors in these settings

See configuration catalogue §11 and documentation defects.