6. Screens by role
Generated from the crawl. The Help Center is organised by audience. Inside an audience, a page names the specific roles it is written for: for example, the Managers › Payroll page is written for the Finance Manager. Those role names are shown per module (counted from the page body text). The role descriptions are in Product map §2.3.
| Audience | Modules | Screens |
|---|---|---|
| Super Admin | 5 | 26 |
| Admin | 9 | 94 |
| Managers | 9 | 126 |
| Employee | 9 | 67 |
| Mobile App | 4 | 67 |
| LMS Instructor | 1 | 4 |
Super Admin
Super Admin Dashboard
Roles named on this page: Super Admin, Employee · Screens: 1
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Super Admin Dashboard | Login with Super Admin credentials by entering Company Code, Username, Password | Help ↗ |
CRM Field Force Management
Roles named on this page: Finance Manager, Sales Manager, Manager, Employee · Screens: 16
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Sales Manager | 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 ↗ |
| 2 | 1.1 GPS Monitoring | Assigned employees Live Tracking will be displayed in the dashboard map. | Help ↗ |
| 3 | 1.2 Clients | All added Clients by the assigned Employees will be displayed under this screen. | Help ↗ |
| 4 | 1.3 Attendance Summary Report | 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 ↗ |
| 5 | 1.4 Clients Report | In the Clients Report all the details related to the Clients (added by Employees) will be stored. | Help ↗ |
| 6 | 1.5 Employee Activity Report | 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 ↗ |
| 7 | 1.5.1 Summary | Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits, Type and No.of kms Travelled | Help ↗ |
| 8 | 1.5.2 Tracking Log | 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 ↗ |
| 9 | 1.6 Device Approvals | If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager. | Help ↗ |
| 10 | 1.7 Employee Tracking Log Report | 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 ↗ |
| 11 | 1.7.1 Employee Summary Details | Manager able to check First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled and Total Activities | Help ↗ |
| 12 | 1.7.2 Activities | By clicking on Show, Activities will be displayed | Help ↗ |
| 13 | 1.7.3 Employee Tracking Details | 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 ↗ |
| 14 | 1.8 Team Travel Approvals | On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed | Help ↗ |
| 15 | 1.9 Assignments Report | On clicking 'Assignments', the Assignments page will be displayed | Help ↗ |
| 16 | 1.10 Leave History | Approved, rejected attendance requests are displayed in the table | Help ↗ |
Attendance Management
Roles named on this page: Manager, Employee · Screens: 5
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Monthly Attendance Report | Click on monthly attendance report in side menu | Help ↗ |
| 2 | Monthly Shifts Report | Click on Monthly Shifts Report inside navigation | Help ↗ |
| 3 | Attendance Summary Report | Click on Attendance Summary Report inside navigation | Help ↗ |
| 4 | Current Day Attendance Report | Click on Current Day Attendance Report in side navigation | Help ↗ |
| 5 | Punch Summary Report | Select City-Branch from the dropdown | Help ↗ |
Payroll Management
Roles named on this page: Super Admin, Manager, Employee · Screens: 1
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Employee Pay Group List | Click on Payroll Management in the left menu | Help ↗ |
Time Sheet Management
Roles named on this page: Super Admin, Employee · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 1. Dashboard | In Super Admin Dashboard, Clients, Active Projects, Project Assigned Employees, Bench Employees count will be displayed | Help ↗ |
| 2 | 2. Summary Report | In Summary Reports, ‘Client’, ‘Project’, ‘Date’ and ‘Status’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help ↗ |
| 3 | 3. Effort Variance Report | In Effort Variance Report, ‘Project’ dropdown will be displayed, along with the ’Search’ box. | Help ↗ |
Admin
Learning Management System (LMS)
Roles named on this page: Admin, HR Manager · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Admin | (heading only; no text under it) | Help ↗ |
| 2 | Dashboard | In HR Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help ↗ |
| 3 | Configurations | In Configurations screen, admin will edit the attribute values. On click Edit Admin able to edit the changes. | Help ↗ |
Employee Management
Roles named on this page: Admin, Employee · Screens: 20
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Company Information | All information about the company, the company name, location, and other company details can be defined here. | Help ↗ |
| 2 | Department | User creates Departments, and change status Active and Inactive for the created Departments | Help ↗ |
| 3 | Designation | User creates Designation, and make status Active and Inactive for the created Designations | Help ↗ |
| 4 | Work Location | Users adds Work Locations and make status Active and Inactive for the added work locations. | Help ↗ |
| 5 | Company Logo | User can add and update company logo here | Help ↗ |
| 6 | Shift | Shift is used to assign shift to an Employee in company | Help ↗ |
| 7 | Shift Timings | 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 ↗ |
| 8 | Grace Period | Select In Time and Out Time (Time picker will appears when user click on In Time and Out Time) | Help ↗ |
| 9 | Overtime duration | User can add Allow minimum number of work hours per day as per company rules | Help ↗ |
| 10 | 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 Note: Duplicate Holidays for the same date and same branch are not allowed | Help ↗ |
| 11 | Checklist | Checklist is used to lists different tasks, activities (Onboarding and Offboarding). | Help ↗ |
| 12 | 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. | Help ↗ |
| 13 | Announcements | Announcements are used to share important information with employees. | Help ↗ |
| 14 | Messages Master | 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 ↗ |
| 15 | Users Login | Admin can Create a Username and Password for the employees. | Help ↗ |
| 16 | Roles & Permissions | Admin can Create a Username and Password for the employees. | Help ↗ |
| 17 | Onboarding Settings | 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 ↗ |
| 18 | HR Policies | How to configure HR policies? | Help ↗ |
| 19 | Employee Password Reset | Select Location Name | Help ↗ |
| 20 | Department Designation Mapping | Select Department | Help ↗ |
Attendance Management
Roles named on this page: Admin, Reporting Manager, Manager, Employee · Screens: 13
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Monthly Attendance Report | Click on monthly attendance report in side navigation | Help ↗ |
| 2 | Monthly Shifts Report | Click on Monthly Shifts Report in side navigation | Help ↗ |
| 3 | Attendance Summary Report | Click on Attendance Summary Report in side navigation | Help ↗ |
| 4 | Current Day Attendance Report | Click on Current Day Attendance Report in side navigation | Help ↗ |
| 5 | Punch Summary Report | Click on Current Day Attendance Report in side navigation | Help ↗ |
| 6 | Missed Punch Report | Select Month & Year | Help ↗ |
| 7 | Mapping ID’s | How to map the Bio-metric with Employee ID? | Help ↗ |
| 8 | Attendance Messages Master: | 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 ↗ |
| 9 | Shift configuration | Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs) | Help ↗ |
| 10 | Shift wise Report | Reporting manager can see the Employee attendance status Shift wise in this page | Help ↗ |
| 11 | Week off configuration | click on week off configuration in side navigation | Help ↗ |
| 12 | Extra Days Slab configuration | Click on extra days configuration tab | Help ↗ |
| 13 | Applicable Designations for Penalty | Click on applicable designations for penalty tab, table will display | Help ↗ |
Leave Management
Roles named on this page: Admin, Manager, Employee · Screens: 15
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Leave Policies | Click on Leave module after logging in with Admin credentials. | Help ↗ |
| 2 | Common rules configuration | Users can configure the rules as per organization rules. | Help ↗ |
| 3 | How to activate default leaves? | Click on the Add new Button. | Help ↗ |
| 4 | Casual leave Configuration | Click on the Edit button to edit the casual leave policies. | Help ↗ |
| 5 | Sick leave Configuration | Click on Edit button to edit the Sick leave policies. | Help ↗ |
| 6 | Comp-off leave Configuration | Click on Edit button to edit the comp-off leave policies. | Help ↗ |
| 7 | Loss of pay Leave Configuration | Click on Edit button to edit the loss of pay leave policy | Help ↗ |
| 8 | Maternity Leave Configuration | Note: This leave is credited only to the married females, this leave type will affect based on gender & marital status of employee. | Help ↗ |
| 9 | Paternity Leave Configuration | Note: This leave is credited only to married male employees, this leave type will affect based on gender & marital status of employee. | Help ↗ |
| 10 | Wedding Leave configuration | Note: Basically, this leave type will affect to employee based on Marital status of the employee. | Help ↗ |
| 11 | Bereavement Leave configuration | Click on Edit button to edit the bereavement Leave policies. | Help ↗ |
| 12 | Earned Leave configuration | Click on Edit button to edit the Earned leave policy | Help ↗ |
| 13 | Advanced leave configuration | Click on Edit button to edit the Advanced leave policies. | Help ↗ |
| 14 | How to deactivate Default leaves | Click on the Edit button to update any leave policies. | Help ↗ |
| 15 | Leaves Messages Master | All Error and Success messages are displayed in the message master with screen names (Will be displayed by default) | Help ↗ |
Payroll Management
Roles named on this page: Finance Admin, Admin, Employee · Screens: 13
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Finance Admin | User should login with finance admin credentials and click on Payroll module | Help ↗ |
| 2 | Finance Dashboard | User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details. | Help ↗ |
| 3 | EPF | Click on EPF in the side menu | Help ↗ |
| 4 | ESI | Click on ESI in the side menu | Help ↗ |
| 5 | Pay Schedule | Click on Pay Schedule page | Help ↗ |
| 6 | Pay group | In every organization, every employee has some range of salary with earnings and deductions | Help ↗ |
| 7 | Pay group configuration | Click on Configuration Button to configure the pay group | Help ↗ |
| 8 | Bank Master | In bank master screen, click on add button fields will display | Help ↗ |
| 9 | Payroll Policies | How to configure Payroll policies? | Help ↗ |
| 10 | Variable DA | Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation). | Help ↗ |
| 11 | Variable DA Configuration | Click on variable DA configuration screen in finance admin screen | Help ↗ |
| 12 | Arrear Distribution | On click Arrear Distribution in side menu | Help ↗ |
| 13 | Arrear Distribution History | On click History, History Screen will display | Help ↗ |
Exit Management
Roles named on this page: Employee · Screens: 4
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Offboarding Settings | Offboarding leads to the formal separation between an employee and a company through resignation and termination. | Help ↗ |
| 2 | Termination Category | 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 ↗ |
| 3 | Reason for Separation | Separation is a situation when the service of an employee working with an organization comes to an end and employees leave the organization. | Help ↗ |
| 4 | Some reasons for separation mentioned below | Better Prospect | Help ↗ |
CRM Field Force Management
Roles named on this page: Super Admin, Sales Admin, Admin, Sales Manager, Manager, Employee · Screens: 17
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Admin Level Features | Admin Login | Help ↗ |
| 2 | 1. Sales Admin | (heading only; no text under it) | Help ↗ |
| 3 | 1.1 Demo Status | User creates Demo Status, and change status Active and Inactive for the created Demo Status | Help ↗ |
| 4 | 1.2 Status Master | User creates Status Master, and change status Active and Inactive for the created Status Master | Help ↗ |
| 5 | 1.3 Client Associate Type | (heading only; no text under it) | Help ↗ |
| 6 | 1.3.a Associate Type | User creates Associate Types by selecting Associate Type radio button, and change status Active and Inactive for the created Associate Types | Help ↗ |
| 7 | 1.3.b Qualifications | User creates Qualifications by selecting Qualifications radio button, and change status Active and Inactive for the created Qualifications | Help ↗ |
| 8 | 1.3.c Specializations | User creates Specializations by selecting Specializations radio button, and change status Active and Inactive for the created Specializations | Help ↗ |
| 9 | 1.4 Leave Policies | Super Admin can see common rules for all leave types | Help ↗ |
| 10 | 2. Sales Manager | (heading only; no text under it) | Help ↗ |
| 11 | 2.1 GPS Monitoring | Super Admin can see branch wise, manager wise all employees live tracking | Help ↗ |
| 12 | 2.2 Clients Reports | Super Admin can see branch wise, manager wise all employees clients reports | Help ↗ |
| 13 | 2.3 Employee Activity Report | Super Admin can see branch wise, manager wise all employees activity reports | Help ↗ |
| 14 | 2.4 Employee Tracking Log Report | Super Admin can see branch wise, manager wise all employees tracking log reports | Help ↗ |
| 15 | 3. Super Admin | (heading only; no text under it) | Help ↗ |
| 16 | 3.1 Client Associate Reports | Super Admin can see Associate Type wise, Qualification wise and Specialization wise all employees' reports | Help ↗ |
| 17 | 3.2 Monthly Attendance Reports | Super Admin can see branch wise, manager wise all employees' monthly attendance reports | Help ↗ |
Claims Management
Roles named on this page: Finance Manager, Manager, Employee · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Claim Management for Finance Manager | After successfully logging in, click on the Claim Management module in the left navigation menu | Help ↗ |
| 2 | Claim Dashboard for Finance Manager | (heading only; no text under it) | Help ↗ |
| 3 | Claim Approval | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help ↗ |
Time Sheet Management
Roles named on this page: Admin · Screens: 6
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 1. Admin Login | (heading only; no text under it) | Help ↗ |
| 2 | 1.1 Client | User creates Client and changes the status to Active and Inactive for the created Client. | Help ↗ |
| 3 | 1.2 Project | User creates Project and changes the status to Active and Inactive for the created Project. | Help ↗ |
| 4 | 1.3 Assign Team | User creates Assign Team and changes the status to Active and Inactive for the created Assign Team. | Help ↗ |
| 5 | 1.4 Task | User creates Task and changes the status to Active and Inactive for the created Task. | Help ↗ |
| 6 | 1.5 Project Roles | User can create Project Role | Help ↗ |
Managers
Exit Management
Roles named on this page: HR Manager, Employee · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Separation pending approvals | If any employee applies for Separation, that employee details display in this screen to HR manager approval. | Help ↗ |
| 2 | Separation Pending Checklist/Offboarding Pending Checklist | After completion of approvals, approved employee information will be displayed in Separation Pending Checklist. | Help ↗ |
| 3 | Termination | Here is the procedure for applying employee termination request: | Help ↗ |
Learning Management System (LMS)
Roles named on this page: Manager, Employee · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Manager | (heading only; no text under it) | Help ↗ |
| 2 | Dashboard | In Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help ↗ |
| 3 | Reports | In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed. | Help ↗ |
Employee Management
Roles named on this page: Admin, HR Manager, Reporting Manager, Employee · Screens: 10
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Login with HR manager to Add an Employee | (heading only; no text under it) | Help ↗ |
| 2 | HR manager Main Dashboard | Click on “Employee Management” option from Left menu, Employee Management and HR Manager section options will be displayed to HR Manager role. | Help ↗ |
| 3 | Adding New Hire | Click on “New Hires” option from HR Manager section. | Help ↗ |
| 4 | Employee Directory | 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 ↗ |
| 5 | User Login | Enter Company Code, Username, Password and click on Login. | Help ↗ |
| 6 | Onboarding Pending Checklist | If New employee added, HR manager checks the employee Onboarding checklist. | Help ↗ |
| 7 | Document Approval | Employee uploaded documents are displayed to HR in Document approval screen. | Help ↗ |
| 8 | Induction Program | HR manager can create Induction program. | Help ↗ |
| 9 | Employee Reports | HR Manager can check any information about employee | Help ↗ |
| 10 | Excel Upload | HR Manager can also dump multiple employee's data through Excel upload | Help ↗ |
Attendance Management
Roles named on this page: Admin, HR Manager, Reporting Manager, Manager, Employee · Screens: 30
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Managers | Manager can see the main dashboard with all the Pending Approvals and attendance absent counts with employees list are displayed in the Calendar | Help ↗ |
| 2 | Dashboard | Manager can see ‘Add a Request’ option under “Request Behalf of Employee” section on their dashboard. | Help ↗ |
| 3 | 1)Add a request (Dashboard) | Click on “Add a request”, Request Behalf of Employee page is displayed. | Help ↗ |
| 4 | 2)Request Behalf of Employee (Side Navigation) | Click on “Request Behalf of Employee”, Request Behalf of Employee page is displayed | Help ↗ |
| 5 | 1) Approve from Main Dashboard | Manager can Approve the team attendance and leave request from team option in main dashboard | Help ↗ |
| 6 | 2) Approve request (Dashboard) | Click on “Approve request”, Approval for Attendance page is displayed. | Help ↗ |
| 7 | 3) Pending Approvals (Side Navigation) | Click on “Pending Approvals”, Pending approvals page is displayed. | Help ↗ |
| 8 | Excel Upload | Click on “Excel Upload” option in Left menu | Help ↗ |
| 9 | Summary Report | Manager can see the employee's summary report. Click on summary report | Help ↗ |
| 10 | Manager Detailed Report | Manager can see the employee's Attendance details report. Click on Detailed report | Help ↗ |
| 11 | Shift configuration | Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs) | Help ↗ |
| 12 | Late Attendance Report | Manager can see the employee’s late attendance report | Help ↗ |
| 13 | Approval History | Approved, rejected attendance requests are displayed in the table | Help ↗ |
| 14 | Approve Shift Change Request | Login with Manager credentials and click on Attendance Management in the side menu | Help ↗ |
| 15 | Shift wise Report | Reporting manager can see the Employee attendance status Shift wise in this page | Help ↗ |
| 16 | Week off configuration | click on week off configuration in side navigation | Help ↗ |
| 17 | Shift rotation Sequences | Click on shift rotation sequences on side navigation and click on add button | Help ↗ |
| 18 | Approve Permission | Click on approve permission in side navigation | Help ↗ |
| 19 | Assign Rotation Shift | Click on assign rotation shift in side navigation | Help ↗ |
| 20 | Permission History | Click on permission history in side navigation | Help ↗ |
| 21 | Manager Attendance Regularization | Note: In manager attendance regularization that particular manager assigned employee’s attendance regularization records will display | Help ↗ |
| 22 | Regularization Approval | Click on regularization approval in side navigation | Help ↗ |
| 23 | Reassign Rotation Shift | Select location dropdown then rotation shift and table will display | Help ↗ |
| 24 | Punch Summary Report | Select Employee name and month | Help ↗ |
| 25 | Missed Punch Report | User can select the Month & Year, Employee name dropdown | Help ↗ |
| 26 | Current Day Attendance Report | Select All Employees | Help ↗ |
| 27 | Overtime Report | Click on the Overtime Report in the side menu under the HR Manager login | Help ↗ |
| 28 | Extra Days & Penalty Report | (heading only; no text under it) | Help ↗ |
| 29 | Extra Days | Click on extradays radio button | Help ↗ |
| 30 | Penalty Days | Click on Penalty days radio button | Help ↗ |
Leave Management
Roles named on this page: Manager, Employee · Screens: 17
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Manager Leave Dashboard | User leave list: | Help ↗ |
| 2 | Pending Requests | Manager can see the latest leave requests raised by employees | Help ↗ |
| 3 | Approve | Click on approve button to approve the employee leave request | Help ↗ |
| 4 | Reject | Click on Reject button to Reject the employee leave request | Help ↗ |
| 5 | Review & approve | Manager can approve or reject the leave request, click on approve button | Help ↗ |
| 6 | Pending Comp-off | Manager can see the latest comp-off requests raised by employees | Help ↗ |
| 7 | Pending Cancellation Requests | Manager can see the latest cancelled requests raised by employees | Help ↗ |
| 8 | Leave History | Manager can see all the approved, rejected, Deleted leave requests | Help ↗ |
| 9 | Comp-off History | Manager can see all the approved, Utilized, Expired comp-off requests | Help ↗ |
| 10 | Detailed Report | Manager can get employee wise, date wise, leave type wise & designation wise leave reports | Help ↗ |
| 11 | Employee wise Report | Managers need to select Employee name & period of time | Help ↗ |
| 12 | Summary Report | Manager can get Total worked days & Total Leaves count information | Help ↗ |
| 13 | Payroll Report | Manager can get Leaves approved count, Loss of pay Count & Absents count in this page | Help ↗ |
| 14 | Request on Behalf of Employee | Behalf of an employee manager will request for leave | Help ↗ |
| 15 | Comp off Request on Behalf of Employee | Note: If employees work on week off days and holidays that worked dates will display in worked date field. | Help ↗ |
| 16 | Optional Holiday Approval | Note: Employee applied optional holiday request those records will be display in “optional holiday pending approval screen”. | Help ↗ |
| 17 | Optional Holiday on Behalf of Employee | Note: Manager can apply the optional holiday leave on behalf of employee | Help ↗ |
Payroll Management
Roles named on this page: Admin, Finance Manager, Manager, Employee · Screens: 29
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Finance Manager | User should login with finance manager credentials and click on Payroll module | Help ↗ |
| 2 | EPF | Click on EPF in the side menu | Help ↗ |
| 3 | ESI | Click on ESI in the side menu | Help ↗ |
| 4 | Pay Schedule | Click on Pay Schedule page | Help ↗ |
| 5 | Pay group | In every organization, every employee has some range of salary with earnings and deductions | Help ↗ |
| 6 | Pay group configuration | Click on Configuration Button to configure the pay group | Help ↗ |
| 7 | Assign Pay Group | Click on “Assign Pay Group” to add the pay group to employee | Help ↗ |
| 8 | Reassign Pay group | The Finance Manager can reassign new pay group for the new financial year and maybe at the increments time for the employees. | Help ↗ |
| 9 | Monthly Payroll (Generate Payroll) | Click on the monthly payroll page to generate the pay slip to employees | Help ↗ |
| 10 | Monthly Payroll Report (View generated Payroll) | 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 ↗ |
| 11 | EPF Report | 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 ↗ |
| 12 | ESI Report | In this screen, User can see the all the employee ESI report. Users can download it in the form of PDF or Excel | Help ↗ |
| 13 | Professional Tax Report | Login with Finance Manager credentials and click on Payroll Management module in the side menu | Help ↗ |
| 14 | Professional Tax (View) | 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 ↗ |
| 15 | 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. (Will be displayed by default) | Help ↗ |
| 16 | Employee Payments Report | Click on Employee payments report, employee payments report page will display | Help ↗ |
| 17 | Leave Balance Report | Click on Leave balance report screen will display with data | Help ↗ |
| 18 | Other Deductions | Click on other deductions, other deduction page will display | Help ↗ |
| 19 | Manage Other Deductions | Click on manage other deductions, pay group deduction mapping screen will display | Help ↗ |
| 20 | Bank Wise Salary Summary | Click on bank wise salary summary, bank wise salary summary page will display | Help ↗ |
| 21 | EPF deduction | For all employees EPF deduction category | Help ↗ |
| 22 | ESI category | On click ESI category view icon, employee list will display | Help ↗ |
| 23 | Detailed Payroll Report | Click on detailed payroll report, detailed payroll report page will display | Help ↗ |
| 24 | Employee Pay group List | Click on employee pay group list, employee pay groups screen will display | Help ↗ |
| 25 | Advance Salary Report | (heading only; no text under it) | Help ↗ |
| 26 | Payable Days Report | Here the user can select month | Help ↗ |
| 27 | TDS Distribution | Click on TDS Distribution | Help ↗ |
| 28 | Variable Pay Distribution | Click on variable pay distribution | Help ↗ |
| 29 | Variable Pay Schedule | On click variable pay schedule | Help ↗ |
CRM Field Force Management
Roles named on this page: Finance Manager, Manager, Employee · Screens: 21
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Manager Level Features | Manager Login | Help ↗ |
| 2 | 1.1 GPS Monitoring | Assigned employees Live Tracking will be displayed in the dashboard map. | Help ↗ |
| 3 | 1.2 Clients | All added Clients by the assigned Employees will be displayed under this screen. | Help ↗ |
| 4 | 1.3 Attendance Summary Report | 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 ↗ |
| 5 | 1.4 Attendance Detailed Report | In the Detailed Attendance Report the Manager can check the Attendance Report based on the month based on the search criteria. | Help ↗ |
| 6 | 1.5 Clients Report | In the Clients Report all the details related to the Clients (added by Employees) will be stored. | Help ↗ |
| 7 | 1.6 Employee Activity Report | 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 ↗ |
| 8 | 1.6.1 Summary | Manager has the feasibility to check the Employee wise Punch in and Punch out, Total visits, Type and No.of kms Travelled | Help ↗ |
| 9 | 1.6.2 Tracking Log | 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 ↗ |
| 10 | 1.7 Device Approvals | If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager. | Help ↗ |
| 11 | 1.8 Employee Tracking Log Report | 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 ↗ |
| 12 | 1.8.1 Employee Summary Details | Manager able to check First Login Time, Last Logout Time, Worked Hours, New Visits, New Clients, Total Visits, Kms Travelled and Total Activities | Help ↗ |
| 13 | 1.8.2 Activities | By clicking on Show, Activities will be displayed | Help ↗ |
| 14 | 1.8.3 Employee Tracking Details | 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 ↗ |
| 15 | 1.9 Team Travel Approvals | On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed | Help ↗ |
| 16 | 1.10 Assignments Report | On clicking 'Assignments', the Assignments page will be displayed | Help ↗ |
| 17 | 1.11 Missed Punch Report | On clicking ‘Missed Punch Report’, the Missed Punch Report page will be displayed | Help ↗ |
| 18 | 1.12 Leave Approvals | Manager can see the latest leave requests raised by employees | Help ↗ |
| 19 | 1.13 Configure Shift | Manager can assign the shifts for assigned employee’s (Shift days) | Help ↗ |
| 20 | 1.14 Week off Configuration | Manager can assign the week offs for assigned employee’s (Week offs) | Help ↗ |
| 21 | 1.15 Leave History | Approved, rejected attendance requests are displayed in the table | Help ↗ |
Claims Management
Roles named on this page: Finance Manager, Manager, Employee · Screens: 2
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Claims Module for Manager | After successfully logging in, click on the Claims Management module in the left navigation menu | Help ↗ |
| 2 | Claims Approval | On clicking 'Claim Approval', the Claim Approval page will be displayed | Help ↗ |
Time Sheet Management
Roles named on this page: Manager, Employee · Screens: 11
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 1. Dashboard | In Manager Dashboard, Active Projects, Project Assigned Employees, Bench Employees count will be displayed | Help ↗ |
| 2 | 2. Task | User creates a Task and changes the status to Active and Inactive for the created Task. | Help ↗ |
| 3 | 3. Assign Task | User can create Assign Task. | Help ↗ |
| 4 | 1.3.2 History | 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 ↗ |
| 5 | 1.3.3 Defaulters | If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab | Help ↗ |
| 6 | 4. Pending Approvals | There are four tabs Pending Request, History, Defaulters, All History | Help ↗ |
| 7 | 4.1 Pending Request | 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 ↗ |
| 8 | 4.2 History | 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 ↗ |
| 9 | 4.3 Defaulters | If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab | Help ↗ |
| 10 | 4.4 All History | 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 ↗ |
| 11 | 5. Summary Report | In Summary Reports, ‘Project’, ‘Date’ and ‘Project Status’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help ↗ |
Employee
Exit Management
Roles named on this page: Manager, Employee · Screens: 1
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Separation | Here is the procedure for submitting an employee separation request: | Help ↗ |
Learning Management System (LMS)
Roles named on this page: Employee · Screens: 5
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | LMS- Employee Login | (heading only; no text under it) | Help ↗ |
| 2 | Course Library | Click on Course Library option from the Left menu in Learning Management System. | Help ↗ |
| 3 | Learning Sphere | Employee No. Of Sections completed, Leader Dashboard, Course Information will be displayed. | Help ↗ |
| 4 | My Badges | Employee earned Badges and Next Targets will be displayed. | Help ↗ |
| 5 | My Certificates | Employee completed courses certificates will be displayed. | Help ↗ |
Employee Management
Roles named on this page: Employee · Screens: 4
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | My Profile | Click on My profile from left menu. | Help ↗ |
| 2 | Onboarding checklist | Login with employee credentials and click on employee management in the side menu | Help ↗ |
| 3 | Edit Profile | Click on Edit Profile on the top right corner | Help ↗ |
| 4 | Change Password | Click on down arrow on top right corner | Help ↗ |
Attendance Management
Roles named on this page: Reporting Manager, Manager, Employee · Screens: 23
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Login | Enter Company code, Username/Email and Password and click on Login. | Help ↗ |
| 2 | Employee Dashboard | (heading only; no text under it) | Help ↗ |
| 3 | Calendar | Employee Attendance, Holidays, Week Off’s, Leaves are displayed in calendar | Help ↗ |
| 4 | Check In/Out | Employees First In and Last Out time is displayed | Help ↗ |
| 5 | Shifts | Assigned Current shift, Next shifts are displayed with date and time. | Help ↗ |
| 6 | Requesting Attendance | Employee can mark their attendance request in following 3 ways: | Help ↗ |
| 7 | From Main Dashboard | Employee will see the Pending attendance requests in Alerts section | Help ↗ |
| 8 | Dashboard | Employee can see ‘Send a request’ option under ‘’Pending Attendance” section on their dashboard | Help ↗ |
| 9 | Send a request | Click on “Send a request”, Attendance Request page is displayed. | Help ↗ |
| 10 | Attendance Request | Click on Attendance Request in the Attendance Module. Attendance Request page is displayed | Help ↗ |
| 11 | Edit Request | On click edit of an attendance request, details are displayed in respective fields | Help ↗ |
| 12 | Delete Request | On click Delete icon, attendance request is deleted after confirming as yes | Help ↗ |
| 13 | View | After completion of manager approval or rejection of attendance request employee can see the details with View icon | Help ↗ |
| 14 | Monthly Detail Report | Login with employee credentials and click on Attendance Management in the side menu | Help ↗ |
| 15 | Shift Change Request | Click on add button to send a shift change request to Reporting manager | Help ↗ |
| 16 | Request Permission | Click on add new button to request permission for present day/future days | Help ↗ |
| 17 | Attendance Regularization | Note: If Employee check in but not check Out then that record is displaying in attendance regularization table. | Help ↗ |
| 18 | Attendance Summary Report | Manager can see the employee's summary report. Click on summary report | Help ↗ |
| 19 | Late Attendance Report | Employee can see their late attendance report | Help ↗ |
| 20 | Missed Punch Report | Employee can see them missed punch out records | Help ↗ |
| 21 | Extra Days & Penalty Report | (heading only; no text under it) | Help ↗ |
| 22 | Extra Days | Click on extradays radio button | Help ↗ |
| 23 | Penalty Days | Click on Penalty days radio button | Help ↗ |
Leave Management
Roles named on this page: Admin, Manager, Employee · Screens: 10
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Employee | Click on Leave Management Module in the left menu | Help ↗ |
| 2 | Leave Dashboard | (heading only; no text under it) | Help ↗ |
| 3 | Calendar | Employee Holidays, Week Off’s, Leaves are displayed in calendar | Help ↗ |
| 4 | Holiday List | Company holiday list is displayed | Help ↗ |
| 5 | Leave Request | Login with Employee credentials and dashboard is displayed. In the side menu, click on Leave Mangement module | Help ↗ |
| 6 | Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help ↗ |
| 7 | Leave Balance | Login with Employee Credentials and click on Leave Management in the side menu | Help ↗ |
| 8 | Comp-off Request | Employee can register the Comp-offs in the Comp-Off page | Help ↗ |
| 9 | Company Leave Policies | Click on Leave module after logging in with Employee credentials | Help ↗ |
| 10 | Optional Holiday Request | User can be able to apply the optional holiday request in the Leave Management Module | Help ↗ |
Payroll Management
Roles named on this page: Finance Manager, Manager, Employee · Screens: 4
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Employee Dashboard | Click on Employee dashboard page | Help ↗ |
| 2 | CTC History | In this screen, Employee can view his Earning components amounts, Based on Pay group configuration (Monthly & Annually) | Help ↗ |
| 3 | Pay Slips | Click on Payroll Management in the left menu and click on view icon in Dashboard | Help ↗ |
| 4 | Request Advance Salary | Note: Minimum 1 month payslip is required to employee advance salary request | Help ↗ |
Sales CRM Web Application
Roles named on this page: Finance Manager, Reporting Manager, Manager, Sales Executive, Field Executive, Employee · Screens: 12
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 4. Employee Level Features | (heading only; no text under it) | Help ↗ |
| 2 | Employee Login | Employee has five screens Employee Dashboard, Client List, Leave Request, Leave History, Leave Balance | Help ↗ |
| 3 | 4.1 Login | Enter Company code, Username/Email and Password and click on Login | Help ↗ |
| 4 | 4.2 Employee Dashboard | Punch In/Out time, Today Follow-ups, Today’s Date with Calendar icon, Add Clients, Maps are displayed. | Help ↗ |
| 5 | 4.2.1 Add Client | On click Add Client button related fields will display | Help ↗ |
| 6 | 4.3 Client List | Employee able to see two dashboards based on dropdown selection | Help ↗ |
| 7 | 4.3.a Client Demo Status | Sales Executive added clients through mobile are displayed in Client List | Help ↗ |
| 8 | 4.3.b Client Status | Based on the status selection client will be displayed in respective columns (Interested, Follow-up, Won, Lost, Not Interested) | Help ↗ |
| 9 | 4. 4 Travel Approvals | 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 ↗ |
| 10 | 4. 5 Leave Request | Sales Executive able to apply leave, Available leave balance and reporting manager name displayed | Help ↗ |
| 11 | 4.6 Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help ↗ |
| 12 | 4.7 Leave Balance | Employees can see their leave balance | Help ↗ |
Claims Management
Roles named on this page: Finance Manager, Manager, Employee · Screens: 3
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Employee Level Features | (heading only; no text under it) | Help ↗ |
| 2 | Claims Module for Employee | After successfully logging in, click on the Claim Management module in the left navigation menu | Help ↗ |
| 3 | Claims Request | On clicking 'Claim Request', the Claim Request page will be displayed | Help ↗ |
Time Sheet Management
Roles named on this page: Employee · Screens: 5
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 1. Employee Dashboard | In Employee Dashboard, Task Summary report will be displayed in bar chart | Help ↗ |
| 2 | 2. Submit Timesheet | There are two tabs New Entry and History | Help ↗ |
| 3 | 2.1 New Entry | User able to submit timesheet from this screen | Help ↗ |
| 4 | 2.2 History | On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed along with ‘Submit’ and ‘Clear’ buttons. | Help ↗ |
| 5 | 3. Summary Reports | In Summary Reports, ‘Project’, and ‘Date’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons. | Help ↗ |
Mobile App
Claims Management
Roles named on this page: Finance Manager, Manager, Field Executive, Employee · Screens: 5
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Claims Management by Employee | After successfully logging in, click on more option from tabs. | Help ↗ |
| 2 | Claims History | On click “Claims History”, all claims are displayed and “Claim Request” button is displayed | Help ↗ |
| 3 | Claims Management - Manager | After successfully logging in, click on more option from tabs | Help ↗ |
| 4 | Claims History | On click “Claims History”, all claims are displayed and “Claim Request” button is displayed | Help ↗ |
| 5 | Claim Pending Approvals | Navigate to “Claims Pending Approvals” from the menu under “Claims Management”, a search field is displayed to search with name or claim ID | Help ↗ |
Spryple HR
Roles named on this page: Manager, Employee, Receptionist · Screens: 14
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Applying Attendance Request by Employee | Employee applies for an attendance request in the below screens | Help ↗ |
| 2 | Approving Attendance Request by Manager | Manager approves the applied attendance requests of employees | Help ↗ |
| 3 | Reports | (heading only; no text under it) | Help ↗ |
| 4 | Today Attendees | Manager can check multiple check ins and Check outs of all the employees for the current day. | Help ↗ |
| 5 | Attendance Details | In Attendance Details, check ins and check outs data will be displayed of all the Employees along with the date wise | Help ↗ |
| 6 | Attendance Summary | Select "Attendance Summary" from the available options | Help ↗ |
| 7 | Capture Employee Image | In this feature the manager can configure their employees’ facial recognition profiles | Help ↗ |
| 8 | Configure Location | In this feature the manager can configure the location | Help ↗ |
| 9 | Attendance captured by employees in Receptionist Login | 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 ↗ |
| 10 | Applying Leave Request by Employee | Employee applies for a leave request in the below screens | Help ↗ |
| 11 | Approving Leave Request by Manager | Manager approves the applied leave requests of employees | Help ↗ |
| 12 | Applying Comp-Off Request by Employee | Employee applies for a comp-off request in the below screens | Help ↗ |
| 13 | Approving Comp-Off Request by Manager | Manager approves the applied comp-off requests of employees | Help ↗ |
| 14 | REWARDS & RECOGNITION | Users can congratulate their peers to promote a positive and collaborative work culture | Help ↗ |
Spryple Lite
Roles named on this page: Manager, Employee, Receptionist · Screens: 9
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Employee Login | It has features which helps the Employees to self Check-in and self Check-out in their own devices | Help ↗ |
| 2 | 4. Facial Recognition for Attendance | Manager Login | Help ↗ |
| 3 | 4.1 Employee Enrollment | (heading only; no text under it) | Help ↗ |
| 4 | 4.1.1 Add Employee | Managers have access to add employees to the system | Help ↗ |
| 5 | 4.1.2 Configure User | In this feature the manager can edit the employees and manage their facial recognition profiles | Help ↗ |
| 6 | 4.2 Detailed Reports | In Detailed reports, Attendance will be displayed according to the Employee wise along with the date wise | Help ↗ |
| 7 | 4.3 Attendance Reports | Select "Attendance Reports" from the available options | Help ↗ |
| 8 | 4.4 Payroll Reports | Select "Payroll Reports" from the available options | Help ↗ |
| 9 | 4.5 Receptionist Login | Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out | Help ↗ |
Sales CRM Mobile Application
Roles named on this page: Manager, Sales Executive, Employee · Screens: 39
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | 4. Employee Level Features | (heading only; no text under it) | Help ↗ |
| 2 | Employee Login | Employees have the features to Punch In/Out, Add Client, Add Activity, Leave Request and Leave History. | Help ↗ |
| 3 | 4.1 Login | Enter Company code, Username/Email and Password and click on Login. | Help ↗ |
| 4 | 4.2 Dashboard | After successful login, main dashboard is displayed. | Help ↗ |
| 5 | 4.2.1 Today's Followup's | On click Today’s Follow-ups arrow “Follow-ups” screen will display | Help ↗ |
| 6 | 4.2.2 Activities | If client want to add activity with only image, Activates option is display in Dashboard in place of Today’s Follow-ups | Help ↗ |
| 7 | 4.3 Punch In/Punch Out | On click camera tab Punch In screen is display with camera and employee details name and address. | Help ↗ |
| 8 | 4.4 Add Client | Sales Executive able to add client | Help ↗ |
| 9 | 4.5 Activity Dashboard | 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 ↗ |
| 10 | 4.5.a Add Activity | Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status. | Help ↗ |
| 11 | 4.5.b Activity List | Added Activity's details are displayed in Activity List. | Help ↗ |
| 12 | 4.5.c Client Details | Employee able to edit client details | Help ↗ |
| 13 | 4.5.d Client Associates | Click on Client Associates tab, Client Associates screen will display with “Add(+)” icon | Help ↗ |
| 14 | 4.5.e Client Payments | Click on Client Payments tab, Client Payments screen will display with “Add(+)” icon | Help ↗ |
| 15 | 4.6 Travel Approvals | Click on Reports tab, Travel approvals screen will be displayed | Help ↗ |
| 16 | 4.7 More | Click on More tab Leave Management will display. | Help ↗ |
| 17 | 4.7.a Leave Request | Sales Executive able to apply leave and able to see available leave balance. | Help ↗ |
| 18 | 4.7.b Leave History | Employee can see the applied leaves and approved leaves in leave history page | Help ↗ |
| 19 | 5.3 Punch In/Punch Out | (heading only; no text under it) | Help ↗ |
| 20 | 5. Manager Level Features | Manager Login | Help ↗ |
| 21 | 5.1 Login | Enter Company code, Username/Email and Password and click on Login. | Help ↗ |
| 22 | 5.2 Dashboard | After successful login, main dashboard is displayed. | Help ↗ |
| 23 | 5.2.1 Activities | If client want to add activity with only image, Activates option is display in Dashboard in place of Today’s Follow-ups | Help ↗ |
| 24 | 5.3 Punch In/Punch Out | On click camera tab Punch In screen is display with camera and manager details name and address. | Help ↗ |
| 25 | 5.4 Add Client | Manager able to add client | Help ↗ |
| 26 | 5.5 Activity Dashboard | 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 ↗ |
| 27 | 5.5.a Add Activity | Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status. | Help ↗ |
| 28 | 5.5.b Activity List | Added Activity details are display in Activity List. | Help ↗ |
| 29 | 5.5.c Client Details | Employee able to edit client details | Help ↗ |
| 30 | 5.5.d Client Associates | Employee able to add client associates | Help ↗ |
| 31 | 5.5.e Client Payments | Client Payments tab will display only after given final price in Add Activity | Help ↗ |
| 32 | 5.6 Employee Location | All assigned employees including manager names are displayed | Help ↗ |
| 33 | 5.7 Travel Approvals | (heading only; no text under it) | Help ↗ |
| 34 | 5.7.a Travel Approvals | Click on Reports tab, Travel approvals screen will be displayed | Help ↗ |
| 35 | 5.7.b Team Travel Approvals | Click on Team Travel Approvals tab, screen will display | Help ↗ |
| 36 | 5.8 More | Click on More tab Leave Management will display. | Help ↗ |
| 37 | 5.8.a Leave Request | Manager able to apply leave and able to see available leave balance. | Help ↗ |
| 38 | 5.8.b Leave History | Manager can see all employees applied leaves, approved leaves, rejected leaves and cancel leaves in leave history page | Help ↗ |
| 39 | 5.8.c Pending Approvals | Manager can see all employees pending requests. | Help ↗ |
LMS Instructor
LMS Instructor
Roles named on this page: Employee, Instructor · Screens: 4
| # | Screen | Description | Help |
|---|---|---|---|
| 1 | Instructor Login | (heading only; no text under it) | Help ↗ |
| 2 | Course Builder | In Course Builder all the courses will be displayed with Add Course button. | Help ↗ |
| 3 | Dashboard | In Instructor dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed. | Help ↗ |
| 4 | Reports | In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed. | Help ↗ |