5. Screens by module
Generated from the crawl. Screens with the same name (numbering removed) across audiences are merged into one row, with every audience and app listed. Description = the first documented line (from the first audience listed).
| Module | Screens | Audiences |
|---|---|---|
| Dashboard | 1 | Super Admin |
| CRM / Field Force | 62 | Admin, Employee, Managers, Mobile App, Super Admin |
| Attendance | 53 | Admin, Employee, Managers, Super Admin |
| Payroll | 41 | Admin, Employee, Managers, Super Admin |
| Time Sheet | 19 | Admin, Employee, Managers, Super Admin |
| LMS | 12 | Admin, Employee, LMS Instructor, Managers |
| Employee Management | 34 | Admin, Employee, Managers |
| Leave | 41 | Admin, Employee, Managers |
| Exit | 8 | Admin, Employee, Managers |
| Claims | 12 | Admin, Employee, Managers, Mobile App |
| Mobile: HCM (attendance, leave, payroll, recognition) | 14 | Mobile App |
| Mobile: Lite (face attendance, simple payroll) | 9 | Mobile App |
Dashboard
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Super Admin Dashboard | Super Admin | Web application | Login with Super Admin credentials by entering Company Code, Username, Password | Help ↗ |
CRM / Field Force
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Sales Manager | Super Admin, Admin | Web application | The Manager has the features to Punch In/Punch Out, GPS Monitoring, Add Clients, Add Activity, Leave Request, Attendance Summary Reports, Attendance Detailed Reports, Clients Report | Help ↗ |
| GPS Monitoring | Super Admin, Admin, Managers | Web application | Assigned employees Live Tracking will be displayed in the dashboard map. | Help ↗ |
| Clients | Super Admin, Managers | Web application | All added Clients by the assigned Employees will be displayed under this screen. | Help ↗ |
| Attendance Summary Report | Super Admin, Managers | Web application | In the Attendance Summary Report screen, the Manager can get the details of the Attendance for assigned Employees based on the search criteria of data and Employee name. | Help ↗ |
| Clients Report | Super Admin, Managers | Web application | In the Clients Report all the details related to the Clients (added by Employees) will be stored. | Help ↗ |
| Employee Activity Report | Super Admin, Admin, Managers | Web application | In the Employee Activity Report Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits and No.of kms Travelled. | Help ↗ |
| Summary | Super Admin, Managers | Web application | Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits, Type and No.of kms Travelled | Help ↗ |
| Tracking Log | Super Admin, Managers | Web application | In the Tracking Log tab Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help ↗ |
| Device Approvals | Super Admin, Managers | Web application | If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager. | Help ↗ |
| Employee Tracking Log Report | Super Admin, Admin, Managers | Web application | In the Employee Tracking Log Report Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help ↗ |
| Employee Summary Details | Super Admin, Managers | Web application | Manager able to check First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled and Total Activities | Help ↗ |
| Activities | Super Admin, Managers, Mobile App | Web application, Spryple CRM app | By clicking on Show, Activities will be displayed | Help ↗ |
| Employee Tracking Details | Super Admin, Managers | Web application | Manager has the feasibility to check the Employee wise tracking information Started At, Start Location, Details, Stay Duration, Travel Duration, KMS Traveled, Reached At, End Location. | Help ↗ |
| Team Travel Approvals | Super Admin, Managers | Web application | On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed | Help ↗ |
| Assignments Report | Super Admin, Managers | Web application | On clicking 'Assignments', the Assignments page will be displayed | Help ↗ |
| Leave History | Super Admin, Managers, Employee | Web application | Approved, rejected attendance requests are displayed in the table | Help ↗ |
| Admin Level Features | Admin | Web application | Admin Login | Help ↗ |
| Sales Admin | Admin | Web application | (heading only; no text under it) | Help ↗ |
| Demo Status | Admin | Web application | User creates Demo Status, and change status Active and Inactive for the created Demo Status | Help ↗ |
| Status Master | Admin | Web application | User creates Status Master, and change status Active and Inactive for the created Status Master | Help ↗ |
| Client Associate Type | Admin | Web application | (heading only; no text under it) | Help ↗ |
| a Associate Type | Admin | Web application | User creates Associate Types by selecting Associate Type radio button, and change status Active and Inactive for the created Associate Types | Help ↗ |
| b Qualifications | Admin | Web application | User creates Qualifications by selecting Qualifications radio button, and change status Active and Inactive for the created Qualifications | Help ↗ |
| c Specializations | Admin | Web application | User creates Specializations by selecting Specializations radio button, and change status Active and Inactive for the created Specializations | Help ↗ |
| Leave Policies | Admin | Web application | Super Admin can see common rules for all leave types | Help ↗ |
| Clients Reports | Admin | Web application | Super Admin can see branch wise, manager wise all employees clients reports | Help ↗ |
| Super Admin | Admin | Web application | (heading only; no text under it) | Help ↗ |
| Client Associate Reports | Admin | Web application | Super Admin can see Associate Type wise, Qualification wise and Specialization wise all employees' reports | Help ↗ |
| Monthly Attendance Reports | Admin | Web application | Super Admin can see branch wise, manager wise all employees' monthly attendance reports | Help ↗ |
| Manager Level Features | Managers, Mobile App | Web application, Spryple CRM app | Manager Login | Help ↗ |
| Attendance Detailed Report | Managers | Web application | In the Detailed Attendance Report the Manager can check the Attendance Report based on the month based on the search criteria. | Help ↗ |
| Missed Punch Report | Managers | Web application | On clicking ‘Missed Punch Report’, the Missed Punch Report page will be displayed | Help ↗ |
| Leave Approvals | Managers | Web application | Manager can see the latest leave requests raised by employees | Help ↗ |
| Configure Shift | Managers | Web application | Manager can assign the shifts for assigned employee’s (Shift days) | Help ↗ |
| Week off Configuration | Managers | Web application | Manager can assign the week offs for assigned employee’s (Week offs) | Help ↗ |
| Employee Level Features | Employee, Mobile App | Web application, Spryple CRM app | (heading only; no text under it) | Help ↗ |
| Employee Login | Employee, Mobile App | Web application, Spryple CRM app | Employee has five screens Employee Dashboard, Client List, Leave Request, Leave History, Leave Balance | Help ↗ |
| Login | Employee, Mobile App | Web application, Spryple CRM app | Enter Company code, Username/Email and Password and click on Login | Help ↗ |
| Employee Dashboard | Employee | Web application | Punch In/Out time, Today Follow-ups, Today’s Date with Calendar icon, Add Clients, Maps are displayed. | Help ↗ |
| Add Client | Employee, Mobile App | Web application, Spryple CRM app | On click Add Client button related fields will display | Help ↗ |
| Client List | Employee | Web application | Employee able to see two dashboards based on dropdown selection | Help ↗ |
| a Client Demo Status | Employee | Web application | Sales Executive added clients through mobile are displayed in Client List | Help ↗ |
| b Client Status | Employee | Web application | Based on the status selection client will be displayed in respective columns (Interested, Follow-up, Won, Lost, Not Interested) | Help ↗ |
| Travel Approvals | Employee, Mobile App | Web application, Spryple CRM app | On the Travel Approvals page, ‘Select Employee’, 'From Date', 'To Date' and ‘Minimum Visits’ fields will be displayed, along with 'Search' and 'Clear' buttons | Help ↗ |
| Leave Request | Employee | Web application | Sales Executive able to apply leave, Available leave balance and reporting manager name displayed | Help ↗ |
| Leave Balance | Employee | Web application | Employees can see their leave balance | Help ↗ |
| Dashboard | Mobile App | Spryple CRM app | After successful login, main dashboard is displayed. | Help ↗ |
| Today's Followup's | Mobile App | Spryple CRM app | On click Today’s Follow-ups arrow “Follow-ups” screen will display | Help ↗ |
| Punch In/Punch Out | Mobile App | Spryple CRM app | On click camera tab Punch In screen is display with camera and employee details name and address. | Help ↗ |
| Activity Dashboard | Mobile App | Spryple CRM app | Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads). | Help ↗ |
| a Add Activity | Mobile App | Spryple CRM app | Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status. | Help ↗ |
| b Activity List | Mobile App | Spryple CRM app | Added Activity's details are displayed in Activity List. | Help ↗ |
| c Client Details | Mobile App | Spryple CRM app | Employee able to edit client details | Help ↗ |
| d Client Associates | Mobile App | Spryple CRM app | Click on Client Associates tab, Client Associates screen will display with “Add(+)” icon | Help ↗ |
| e Client Payments | Mobile App | Spryple CRM app | Click on Client Payments tab, Client Payments screen will display with “Add(+)” icon | Help ↗ |
| More | Mobile App | Spryple CRM app | Click on More tab Leave Management will display. | Help ↗ |
| a Leave Request | Mobile App | Spryple CRM app | Sales Executive able to apply leave and able to see available leave balance. | Help ↗ |
| b Leave History | Mobile App | Spryple CRM app | Employee can see the applied leaves and approved leaves in leave history page | Help ↗ |
| Employee Location | Mobile App | Spryple CRM app | All assigned employees including manager names are displayed | Help ↗ |
| a Travel Approvals | Mobile App | Spryple CRM app | Click on Reports tab, Travel approvals screen will be displayed | Help ↗ |
| b Team Travel Approvals | Mobile App | Spryple CRM app | Click on Team Travel Approvals tab, screen will display | Help ↗ |
| c Pending Approvals | Mobile App | Spryple CRM app | Manager can see all employees pending requests. | Help ↗ |
Attendance
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Monthly Attendance Report | Super Admin, Admin | Web application | Click on monthly attendance report in side menu | Help ↗ |
| Monthly Shifts Report | Super Admin, Admin | Web application | Click on Monthly Shifts Report inside navigation | Help ↗ |
| Attendance Summary Report | Super Admin, Admin, Employee | Web application | Click on Attendance Summary Report inside navigation | Help ↗ |
| Current Day Attendance Report | Super Admin, Admin, Managers | Web application | Click on Current Day Attendance Report in side navigation | Help ↗ |
| Punch Summary Report | Super Admin, Admin, Managers | Web application | Select City-Branch from the dropdown | Help ↗ |
| Missed Punch Report | Admin, Managers, Employee | Web application | Select Month & Year | Help ↗ |
| Mapping ID’s | Admin | Web application | How to map the Bio-metric with Employee ID? | Help ↗ |
| Attendance Messages Master | Admin | Web application | All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on. (Will be displayed by default) | Help ↗ |
| Shift configuration | Admin, Managers | Web application | Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs) | Help ↗ |
| Shift wise Report | Admin, Managers | Web application | Reporting manager can see the Employee attendance status Shift wise in this page | Help ↗ |
| Week off configuration | Admin, Managers | Web application | click on week off configuration in side navigation | Help ↗ |
| Extra Days Slab configuration | Admin | Web application | Click on extra days configuration tab | Help ↗ |
| Applicable Designations for Penalty | Admin | Web application | Click on applicable designations for penalty tab, table will display | Help ↗ |
| Managers | Managers | Web application | Manager can see the main dashboard with all the Pending Approvals and attendance absent counts with employees list are displayed in the Calendar | Help ↗ |
| Dashboard | Managers, Employee | Web application | Manager can see ‘Add a Request’ option under “Request Behalf of Employee” section on their dashboard. | Help ↗ |
| Add a request (Dashboard) | Managers | Web application | Click on “Add a request”, Request Behalf of Employee page is displayed. | Help ↗ |
| Request Behalf of Employee (Side Navigation) | Managers | Web application | Click on “Request Behalf of Employee”, Request Behalf of Employee page is displayed | Help ↗ |
| Approve from Main Dashboard | Managers | Web application | Manager can Approve the team attendance and leave request from team option in main dashboard | Help ↗ |
| Approve request (Dashboard) | Managers | Web application | Click on “Approve request”, Approval for Attendance page is displayed. | Help ↗ |
| Pending Approvals (Side Navigation) | Managers | Web application | Click on “Pending Approvals”, Pending approvals page is displayed. | Help ↗ |
| Excel Upload | Managers | Web application | Click on “Excel Upload” option in Left menu | Help ↗ |
| Summary Report | Managers | Web application | Manager can see the employee's summary report. Click on summary report | Help ↗ |
| Manager Detailed Report | Managers | Web application | Manager can see the employee's Attendance details report. Click on Detailed report | Help ↗ |
| Late Attendance Report | Managers, Employee | Web application | Manager can see the employee’s late attendance report | Help ↗ |
| Approval History | Managers | Web application | Approved, rejected attendance requests are displayed in the table | Help ↗ |
| Approve Shift Change Request | Managers | Web application | Login with Manager credentials and click on Attendance Management in the side menu | Help ↗ |
| Shift rotation Sequences | Managers | Web application | Click on shift rotation sequences on side navigation and click on add button | Help ↗ |
| Approve Permission | Managers | Web application | Click on approve permission in side navigation | Help ↗ |
| Assign Rotation Shift | Managers | Web application | Click on assign rotation shift in side navigation | Help ↗ |
| Permission History | Managers | Web application | Click on permission history in side navigation | Help ↗ |
| Manager Attendance Regularization | Managers | Web application | Note: In manager attendance regularization that particular manager assigned employee’s attendance regularization records will display | Help ↗ |
| Regularization Approval | Managers | Web application | Click on regularization approval in side navigation | Help ↗ |
| Reassign Rotation Shift | Managers | Web application | Select location dropdown then rotation shift and table will display | Help ↗ |
| Overtime Report | Managers | Web application | Click on the Overtime Report in the side menu under the HR Manager login | Help ↗ |
| Extra Days & Penalty Report | Managers, Employee | Web application | (heading only; no text under it) | Help ↗ |
| Extra Days | Managers, Employee | Web application | Click on extradays radio button | Help ↗ |
| Penalty Days | Managers, Employee | Web application | Click on Penalty days radio button | Help ↗ |
| Login | Employee | Web application | Enter Company code, Username/Email and Password and click on Login. | Help ↗ |
| Employee Dashboard | Employee | Web application | (heading only; no text under it) | Help ↗ |
| Calendar | Employee | Web application | Employee Attendance, Holidays, Week Off’s, Leaves are displayed in calendar | Help ↗ |
| Check In/Out | Employee | Web application | Employees First In and Last Out time is displayed | Help ↗ |
| Shifts | Employee | Web application | Assigned Current shift, Next shifts are displayed with date and time. | Help ↗ |
| Requesting Attendance | Employee | Web application | Employee can mark their attendance request in following 3 ways: | Help ↗ |
| From Main Dashboard | Employee | Web application | Employee will see the Pending attendance requests in Alerts section | Help ↗ |
| Send a request | Employee | Web application | Click on “Send a request”, Attendance Request page is displayed. | Help ↗ |
| Attendance Request | Employee | Web application | Click on Attendance Request in the Attendance Module. Attendance Request page is displayed | Help ↗ |
| Edit Request | Employee | Web application | On click edit of an attendance request, details are displayed in respective fields | Help ↗ |
| Delete Request | Employee | Web application | On click Delete icon, attendance request is deleted after confirming as yes | Help ↗ |
| View | Employee | Web application | After completion of manager approval or rejection of attendance request employee can see the details with View icon | Help ↗ |
| Monthly Detail Report | Employee | Web application | Login with employee credentials and click on Attendance Management in the side menu | Help ↗ |
| Shift Change Request | Employee | Web application | Click on add button to send a shift change request to Reporting manager | Help ↗ |
| Request Permission | Employee | Web application | Click on add new button to request permission for present day/future days | Help ↗ |
| Attendance Regularization | Employee | Web application | Note: If Employee check in but not check Out then that record is displaying in attendance regularization table. | Help ↗ |
Payroll
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Employee Pay Group List | Super Admin, Managers | Web application | Click on Payroll Management in the left menu | Help ↗ |
| Finance Admin | Admin | Web application | User should login with finance admin credentials and click on Payroll module | Help ↗ |
| Finance Dashboard | Admin | Web application | User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details. | Help ↗ |
| EPF | Admin, Managers | Web application | Click on EPF in the side menu | Help ↗ |
| ESI | Admin, Managers | Web application | Click on ESI in the side menu | Help ↗ |
| Pay Schedule | Admin, Managers | Web application | Click on Pay Schedule page | Help ↗ |
| Pay group | Admin, Managers | Web application | In every organization, every employee has some range of salary with earnings and deductions | Help ↗ |
| Pay group configuration | Admin, Managers | Web application | Click on Configuration Button to configure the pay group | Help ↗ |
| Bank Master | Admin | Web application | In bank master screen, click on add button fields will display | Help ↗ |
| Payroll Policies | Admin | Web application | How to configure Payroll policies? | Help ↗ |
| Variable DA | Admin | Web application | Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation). | Help ↗ |
| Variable DA Configuration | Admin | Web application | Click on variable DA configuration screen in finance admin screen | Help ↗ |
| Arrear Distribution | Admin | Web application | On click Arrear Distribution in side menu | Help ↗ |
| Arrear Distribution History | Admin | Web application | On click History, History Screen will display | Help ↗ |
| Finance Manager | Managers | Web application | User should login with finance manager credentials and click on Payroll module | Help ↗ |
| Assign Pay Group | Managers | Web application | Click on “Assign Pay Group” to add the pay group to employee | Help ↗ |
| Reassign Pay group | Managers | Web application | The Finance Manager can reassign new pay group for the new financial year and maybe at the increments time for the employees. | Help ↗ |
| Monthly Payroll (Generate Payroll) | Managers | Web application | Click on the monthly payroll page to generate the pay slip to employees | Help ↗ |
| Monthly Payroll Report (View generated Payroll) | Managers | Web application | In this screen, User will get the all the payslip generated employee's salary details with bank account information. User can download the PDF to submit banks | Help ↗ |
| EPF Report | Managers | Web application | In this screen, User can see the all the employee EPF Deductions. Users can upload this data to EPF portal by downloading this report | Help ↗ |
| ESI Report | Managers | Web application | In this screen, User can see the all the employee ESI report. Users can download it in the form of PDF or Excel | Help ↗ |
| Professional Tax Report | Managers | Web application | Login with Finance Manager credentials and click on Payroll Management module in the side menu | Help ↗ |
| Professional Tax (View) | Managers | Web application | In this screen users will view the professional tax ranges and Monthly deduction amounts State wise. State names will be displayed based on locations added by admin | Help ↗ |
| Payroll Messages Master | Managers | Web application | All Error and Success, Failure messages are available in the message master with screen names indicating which screens they are displayed on. (Will be displayed by default) | Help ↗ |
| Employee Payments Report | Managers | Web application | Click on Employee payments report, employee payments report page will display | Help ↗ |
| Leave Balance Report | Managers | Web application | Click on Leave balance report screen will display with data | Help ↗ |
| Other Deductions | Managers | Web application | Click on other deductions, other deduction page will display | Help ↗ |
| Manage Other Deductions | Managers | Web application | Click on manage other deductions, pay group deduction mapping screen will display | Help ↗ |
| Bank Wise Salary Summary | Managers | Web application | Click on bank wise salary summary, bank wise salary summary page will display | Help ↗ |
| EPF deduction | Managers | Web application | For all employees EPF deduction category | Help ↗ |
| ESI category | Managers | Web application | On click ESI category view icon, employee list will display | Help ↗ |
| Detailed Payroll Report | Managers | Web application | Click on detailed payroll report, detailed payroll report page will display | Help ↗ |
| Advance Salary Report | Managers | Web application | (heading only; no text under it) | Help ↗ |
| Payable Days Report | Managers | Web application | Here the user can select month | Help ↗ |
| TDS Distribution | Managers | Web application | Click on TDS Distribution | Help ↗ |
| Variable Pay Distribution | Managers | Web application | Click on variable pay distribution | Help ↗ |
| Variable Pay Schedule | Managers | Web application | On click variable pay schedule | Help ↗ |
| Employee Dashboard | Employee | Web application | Click on Employee dashboard page | Help ↗ |
| CTC History | Employee | Web application | In this screen, Employee can view his Earning components amounts, Based on Pay group configuration (Monthly & Annually) | Help ↗ |
| Pay Slips | Employee | Web application | Click on Payroll Management in the left menu and click on view icon in Dashboard | Help ↗ |
| Request Advance Salary | Employee | Web application | Note: Minimum 1 month payslip is required to employee advance salary request | Help ↗ |
Time Sheet
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Dashboard | Super Admin, Managers | Web application | In Super Admin Dashboard, Clients, Active Projects, Project Assigned Employees, Bench Employees count will be displayed | Help ↗ |
| Summary Report | Super Admin, Managers | Web application | In Summary Reports, ‘Client’, ‘Project’, ‘Date’ and ‘Status’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help ↗ |
| Effort Variance Report | Super Admin | Web application | In Effort Variance Report, ‘Project’ dropdown will be displayed, along with the ’Search’ box. | Help ↗ |
| Admin Login | Admin | Web application | (heading only; no text under it) | Help ↗ |
| Client | Admin | Web application | User creates Client and changes the status to Active and Inactive for the created Client. | Help ↗ |
| Project | Admin | Web application | User creates Project and changes the status to Active and Inactive for the created Project. | Help ↗ |
| Assign Team | Admin | Web application | User creates Assign Team and changes the status to Active and Inactive for the created Assign Team. | Help ↗ |
| Task | Admin, Managers | Web application | User creates Task and changes the status to Active and Inactive for the created Task. | Help ↗ |
| Project Roles | Admin | Web application | User can create Project Role | Help ↗ |
| Assign Task | Managers | Web application | User can create Assign Task. | Help ↗ |
| History | Managers, Employee | Web application | On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. By default, the current week dates will be displayed in the date’s fields. | Help ↗ |
| Defaulters | Managers | Web application | If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab | Help ↗ |
| Pending Approvals | Managers | Web application | There are four tabs Pending Request, History, Defaulters, All History | Help ↗ |
| Pending Request | Managers | Web application | If the submitted request is waiting for approvals from the manager, it will remain under the ‘Pending Request’ tab until the manager reviews it. | Help ↗ |
| All History | Managers | Web application | On the All History tab, ‘Project’, ‘From Date’ and ‘To Date’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. By default, the current week dates will be displayed in the date’s fields. | Help ↗ |
| Employee Dashboard | Employee | Web application | In Employee Dashboard, Task Summary report will be displayed in bar chart | Help ↗ |
| Submit Timesheet | Employee | Web application | There are two tabs New Entry and History | Help ↗ |
| New Entry | Employee | Web application | User able to submit timesheet from this screen | Help ↗ |
| Summary Reports | Employee | Web application | In Summary Reports, ‘Project’, and ‘Date’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help ↗ |
LMS
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Admin | Admin | Web application | (heading only; no text under it) | Help ↗ |
| Dashboard | Admin, Managers, LMS Instructor | Web application | In HR Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help ↗ |
| Configurations | Admin | Web application | In Configurations screen, admin will edit the attribute values. On click Edit Admin able to edit the changes. | Help ↗ |
| Manager | Managers | Web application | (heading only; no text under it) | Help ↗ |
| Reports | Managers, LMS Instructor | Web application | In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed. | Help ↗ |
| LMS- Employee Login | Employee | Web application | (heading only; no text under it) | Help ↗ |
| Course Library | Employee | Web application | Click on Course Library option from the Left menu in Learning Management System. | Help ↗ |
| Learning Sphere | Employee | Web application | Employee No. Of Sections completed, Leader Dashboard, Course Information will be displayed. | Help ↗ |
| My Badges | Employee | Web application | Employee earned Badges and Next Targets will be displayed. | Help ↗ |
| My Certificates | Employee | Web application | Employee completed courses certificates will be displayed. | Help ↗ |
| Instructor Login | LMS Instructor | Web application | (heading only; no text under it) | Help ↗ |
| Course Builder | LMS Instructor | Web application | In Course Builder all the courses will be displayed with Add Course button. | Help ↗ |
Employee Management
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Company Information | Admin | Web application | All information about the company, the company name, location, and other company details can be defined here. | Help ↗ |
| Department | Admin | Web application | User creates Departments, and change status Active and Inactive for the created Departments | Help ↗ |
| Designation | Admin | Web application | User creates Designation, and make status Active and Inactive for the created Designations | Help ↗ |
| Work Location | Admin | Web application | Users adds Work Locations and make status Active and Inactive for the added work locations. | Help ↗ |
| Company Logo | Admin | Web application | User can add and update company logo here | Help ↗ |
| Shift | Admin | Web application | Shift is used to assign shift to an Employee in company | Help ↗ |
| Shift Timings | Admin | Web application | Select Start Time and End Time (Time picker will appears when user click on Start Time and End Time) that are associated with that shift | Help ↗ |
| Grace Period | Admin | Web application | Select In Time and Out Time (Time picker will appears when user click on In Time and Out Time) | Help ↗ |
| Overtime duration | Admin | Web application | User can add Allow minimum number of work hours per day as per company rules | Help ↗ |
| Holidays | Admin | Web application | 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 Note: Duplicate Holidays for the same date and same branch are not allowed | Help ↗ |
| Checklist | Admin | Web application | Checklist is used to lists different tasks, activities (Onboarding and Offboarding). | Help ↗ |
| Induction | Admin | Web application | Induction is the process of introducing a new employee to the company culture and processes with the aim of bringing them up to speed as quickly as possible as well as making them feel socially comfortable and aware of their professional responsibilities. | Help ↗ |
| Announcements | Admin | Web application | Announcements are used to share important information with employees. | Help ↗ |
| Messages Master | Admin | Web application | All Error and Success messages are available in the message master with screen names indicating which screens they are displayed on.(will be displayed by default) | Help ↗ |
| Users Login | Admin | Web application | Admin can Create a Username and Password for the employees. | Help ↗ |
| Roles & Permissions | Admin | Web application | Admin can Create a Username and Password for the employees. | Help ↗ |
| Onboarding Settings | Admin | Web application | The Process in which new employees gain the knowledge and skills they need to become effective members of an organization User can make Enable and Disable the Send Automatic Reminders by clicking on the button | Help ↗ |
| HR Policies | Admin | Web application | How to configure HR policies? | Help ↗ |
| Employee Password Reset | Admin | Web application | Select Location Name | Help ↗ |
| Department Designation Mapping | Admin | Web application | Select Department | Help ↗ |
| Login with HR manager to Add an Employee | Managers | Web application | (heading only; no text under it) | Help ↗ |
| HR manager Main Dashboard | Managers | Web application | Click on “Employee Management” option from Left menu, Employee Management and HR Manager section options will be displayed to HR Manager role. | Help ↗ |
| Adding New Hire | Managers | Web application | Click on “New Hires” option from HR Manager section. | Help ↗ |
| Employee Directory | Managers | Web application | If employee filled all the information through received link, HR manager can see that information by clicking on “Joining Formalities” Button and data will be saved in “Employee Directory”. | Help ↗ |
| User Login | Managers | Web application | Enter Company Code, Username, Password and click on Login. | Help ↗ |
| Onboarding Pending Checklist | Managers | Web application | If New employee added, HR manager checks the employee Onboarding checklist. | Help ↗ |
| Document Approval | Managers | Web application | Employee uploaded documents are displayed to HR in Document approval screen. | Help ↗ |
| Induction Program | Managers | Web application | HR manager can create Induction program. | Help ↗ |
| Employee Reports | Managers | Web application | HR Manager can check any information about employee | Help ↗ |
| Excel Upload | Managers | Web application | HR Manager can also dump multiple employee's data through Excel upload | Help ↗ |
| My Profile | Employee | Web application | Click on My profile from left menu. | Help ↗ |
| Onboarding checklist | Employee | Web application | Login with employee credentials and click on employee management in the side menu | Help ↗ |
| Edit Profile | Employee | Web application | Click on Edit Profile on the top right corner | Help ↗ |
| Change Password | Employee | Web application | Click on down arrow on top right corner | Help ↗ |
Leave
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Leave Policies | Admin | Web application | Click on Leave module after logging in with Admin credentials. | Help ↗ |
| Common rules configuration | Admin | Web application | Users can configure the rules as per organization rules. | Help ↗ |
| How to activate default leaves? | Admin | Web application | Click on the Add new Button. | Help ↗ |
| Casual leave Configuration | Admin | Web application | Click on the Edit button to edit the casual leave policies. | Help ↗ |
| Sick leave Configuration | Admin | Web application | Click on Edit button to edit the Sick leave policies. | Help ↗ |
| Comp-off leave Configuration | Admin | Web application | Click on Edit button to edit the comp-off leave policies. | Help ↗ |
| Loss of pay Leave Configuration | Admin | Web application | Click on Edit button to edit the loss of pay leave policy | Help ↗ |
| Maternity Leave Configuration | Admin | Web application | Note: This leave is credited only to the married females, this leave type will affect based on gender & marital status of employee. | Help ↗ |
| Paternity Leave Configuration | Admin | Web application | Note: This leave is credited only to married male employees, this leave type will affect based on gender & marital status of employee. | Help ↗ |
| Wedding Leave configuration | Admin | Web application | Note: Basically, this leave type will affect to employee based on Marital status of the employee. | Help ↗ |
| Bereavement Leave configuration | Admin | Web application | Click on Edit button to edit the bereavement Leave policies. | Help ↗ |
| Earned Leave configuration | Admin | Web application | Click on Edit button to edit the Earned leave policy | Help ↗ |
| Advanced leave configuration | Admin | Web application | Click on Edit button to edit the Advanced leave policies. | Help ↗ |
| How to deactivate Default leaves | Admin | Web application | Click on the Edit button to update any leave policies. | Help ↗ |
| Leaves Messages Master | Admin | Web application | All Error and Success messages are displayed in the message master with screen names (Will be displayed by default) | Help ↗ |
| Manager Leave Dashboard | Managers | Web application | User leave list: | Help ↗ |
| Pending Requests | Managers | Web application | Manager can see the latest leave requests raised by employees | Help ↗ |
| Approve | Managers | Web application | Click on approve button to approve the employee leave request | Help ↗ |
| Reject | Managers | Web application | Click on Reject button to Reject the employee leave request | Help ↗ |
| Review & approve | Managers | Web application | Manager can approve or reject the leave request, click on approve button | Help ↗ |
| Pending Comp-off | Managers | Web application | Manager can see the latest comp-off requests raised by employees | Help ↗ |
| Pending Cancellation Requests | Managers | Web application | Manager can see the latest cancelled requests raised by employees | Help ↗ |
| Leave History | Managers, Employee | Web application | Manager can see all the approved, rejected, Deleted leave requests | Help ↗ |
| Comp-off History | Managers | Web application | Manager can see all the approved, Utilized, Expired comp-off requests | Help ↗ |
| Detailed Report | Managers | Web application | Manager can get employee wise, date wise, leave type wise & designation wise leave reports | Help ↗ |
| Employee wise Report | Managers | Web application | Managers need to select Employee name & period of time | Help ↗ |
| Summary Report | Managers | Web application | Manager can get Total worked days & Total Leaves count information | Help ↗ |
| Payroll Report | Managers | Web application | Manager can get Leaves approved count, Loss of pay Count & Absents count in this page | Help ↗ |
| Request on Behalf of Employee | Managers | Web application | Behalf of an employee manager will request for leave | Help ↗ |
| Comp off Request on Behalf of Employee | Managers | Web application | Note: If employees work on week off days and holidays that worked dates will display in worked date field. | Help ↗ |
| Optional Holiday Approval | Managers | Web application | Note: Employee applied optional holiday request those records will be display in “optional holiday pending approval screen”. | Help ↗ |
| Optional Holiday on Behalf of Employee | Managers | Web application | Note: Manager can apply the optional holiday leave on behalf of employee | Help ↗ |
| Employee | Employee | Web application | Click on Leave Management Module in the left menu | Help ↗ |
| Leave Dashboard | Employee | Web application | (heading only; no text under it) | Help ↗ |
| Calendar | Employee | Web application | Employee Holidays, Week Off’s, Leaves are displayed in calendar | Help ↗ |
| Holiday List | Employee | Web application | Company holiday list is displayed | Help ↗ |
| Leave Request | Employee | Web application | Login with Employee credentials and dashboard is displayed. In the side menu, click on Leave Mangement module | Help ↗ |
| Leave Balance | Employee | Web application | Login with Employee Credentials and click on Leave Management in the side menu | Help ↗ |
| Comp-off Request | Employee | Web application | Employee can register the Comp-offs in the Comp-Off page | Help ↗ |
| Company Leave Policies | Employee | Web application | Click on Leave module after logging in with Employee credentials | Help ↗ |
| Optional Holiday Request | Employee | Web application | User can be able to apply the optional holiday request in the Leave Management Module | Help ↗ |
Exit
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Offboarding Settings | Admin | Web application | Offboarding leads to the formal separation between an employee and a company through resignation and termination. | Help ↗ |
| Termination Category | Admin | Web application | Termination of employment is a decision that can be taken by either the employer, notice of termination because of specific causes such as poor performance can also occur. Examples of performance-related reasons for termination may include | Help ↗ |
| Reason for Separation | Admin | Web application | Separation is a situation when the service of an employee working with an organization comes to an end and employees leave the organization. | Help ↗ |
| Some reasons for separation mentioned below | Admin | Web application | Better Prospect | Help ↗ |
| Separation pending approvals | Managers | Web application | If any employee applies for Separation, that employee details display in this screen to HR manager approval. | Help ↗ |
| Separation Pending Checklist/Offboarding Pending Checklist | Managers | Web application | After completion of approvals, approved employee information will be displayed in Separation Pending Checklist. | Help ↗ |
| Termination | Managers | Web application | Here is the procedure for applying employee termination request: | Help ↗ |
| Separation | Employee | Web application | Here is the procedure for submitting an employee separation request: | Help ↗ |
Claims
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Claim Management for Finance Manager | Admin | Web application | After successfully logging in, click on the Claim Management module in the left navigation menu | Help ↗ |
| Claim Dashboard for Finance Manager | Admin | Web application | (heading only; no text under it) | Help ↗ |
| Claim Approval | Admin | Web application | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help ↗ |
| Claims Module for Manager | Managers | Web application | After successfully logging in, click on the Claims Management module in the left navigation menu | Help ↗ |
| Claims Approval | Managers | Web application | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help ↗ |
| Employee Level Features | Employee | Web application | (heading only; no text under it) | Help ↗ |
| Claims Module for Employee | Employee | Web application | After successfully logging in, click on the Claim Management module in the left navigation menu | Help ↗ |
| Claims Request | Employee | Web application | On clicking 'Claim Request', the Claim Request page will be displayed | Help ↗ |
| Claims Management by Employee | Mobile App | Claims (mobile) | After successfully logging in, click on more option from tabs. | Help ↗ |
| Claims History | Mobile App | Claims (mobile) | On click “Claims History”, all claims are displayed and “Claim Request” button is displayed | Help ↗ |
| Claims Management - Manager | Mobile App | Claims (mobile) | After successfully logging in, click on more option from tabs | Help ↗ |
| Claim Pending Approvals | Mobile App | Claims (mobile) | Navigate to “Claims Pending Approvals” from the menu under “Claims Management”, a search field is displayed to search with name or claim ID | Help ↗ |
Mobile: HCM (attendance, leave, payroll, recognition)
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Applying Attendance Request by Employee | Mobile App | Spryple HCM app | Employee applies for an attendance request in the below screens | Help ↗ |
| Approving Attendance Request by Manager | Mobile App | Spryple HCM app | Manager approves the applied attendance requests of employees | Help ↗ |
| Reports | Mobile App | Spryple HCM app | (heading only; no text under it) | Help ↗ |
| Today Attendees | Mobile App | Spryple HCM app | Manager can check multiple check ins and Check outs of all the employees for the current day. | Help ↗ |
| Attendance Details | Mobile App | Spryple HCM app | In Attendance Details, check ins and check outs data will be displayed of all the Employees along with the date wise | Help ↗ |
| Attendance Summary | Mobile App | Spryple HCM app | Select "Attendance Summary" from the available options | Help ↗ |
| Capture Employee Image | Mobile App | Spryple HCM app | In this feature the manager can configure their employees’ facial recognition profiles | Help ↗ |
| Configure Location | Mobile App | Spryple HCM app | In this feature the manager can configure the location | Help ↗ |
| Attendance captured by employees in Receptionist Login | Mobile App | Spryple HCM app | Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out in configured geo location by clicking on Front Office Check in or Front Office Check Out. | Help ↗ |
| Applying Leave Request by Employee | Mobile App | Spryple HCM app | Employee applies for a leave request in the below screens | Help ↗ |
| Approving Leave Request by Manager | Mobile App | Spryple HCM app | Manager approves the applied leave requests of employees | Help ↗ |
| Applying Comp-Off Request by Employee | Mobile App | Spryple HCM app | Employee applies for a comp-off request in the below screens | Help ↗ |
| Approving Comp-Off Request by Manager | Mobile App | Spryple HCM app | Manager approves the applied comp-off requests of employees | Help ↗ |
| REWARDS & RECOGNITION | Mobile App | Spryple HCM app | Users can congratulate their peers to promote a positive and collaborative work culture | Help ↗ |
Mobile: Lite (face attendance, simple payroll)
| Screen | Audiences | App | Description | Help |
|---|---|---|---|---|
| Employee Login | Mobile App | Spryple Lite app | It has features which helps the Employees to self Check-in and self Check-out in their own devices | Help ↗ |
| Facial Recognition for Attendance | Mobile App | Spryple Lite app | Manager Login | Help ↗ |
| Employee Enrollment | Mobile App | Spryple Lite app | (heading only; no text under it) | Help ↗ |
| Add Employee | Mobile App | Spryple Lite app | Managers have access to add employees to the system | Help ↗ |
| Configure User | Mobile App | Spryple Lite app | In this feature the manager can edit the employees and manage their facial recognition profiles | Help ↗ |
| Detailed Reports | Mobile App | Spryple Lite app | In Detailed reports, Attendance will be displayed according to the Employee wise along with the date wise | Help ↗ |
| Attendance Reports | Mobile App | Spryple Lite app | Select "Attendance Reports" from the available options | Help ↗ |
| Payroll Reports | Mobile App | Spryple Lite app | Select "Payroll Reports" from the available options | Help ↗ |
| Receptionist Login | Mobile App | Spryple Lite app | Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out | Help ↗ |