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Spryple Help Center — Complete Feature Tree with Breadcrumbs

Generated from all 43 Help Center pages (https://spryple.com/help/ = https://help.spryple.com/). Every heading becomes a section node and every bullet or paragraph beneath it a sub-item node, each with its full breadcrumb Help › Audience › Module › Section. Nothing is summarised away; wording is lightly normalised (whitespace, trailing colons). Screenshot-only facts are in spryple-analysis.md §21.

Legend: Help › Audience › Module › Section · 🔹 section (screen / option / feature) · sub-bullets = actions, fields, rules and notes, in the order the Help Center gives them.

Totals: 37 module pages · 438 section nodes · 2054 sub-item nodes.

Contents​

  • For Super Admin: Super Admin Dashboard · CRM Field Force Management · Attendance Management · Payroll Management · Time Sheet Management
  • For Admin: Learning Management System (LMS) · Employee Management · Attendance Management · Leave Management · Payroll Management · Exit Management · CRM Field Force Management · Claims Management · Time Sheet Management
  • For Managers: Exit Management · Learning Management System (LMS) · Employee Management · Attendance Management · Leave Management · Payroll Management · CRM Field Force Management · Claims Management · Time Sheet Management
  • For Employee: Exit Management · Learning Management System (LMS) · Employee Management · Attendance Management · Leave Management · Payroll Management · Sales CRM Web Application · Claims Management · Time Sheet Management
  • Mobile App: Claims Management · Spryple HR · Spryple Lite · Sales CRM Mobile Application
  • LMS Instructor: Course Builder · Dashboard · Reports

For Super Admin​

Help › For Super Admin › Super Admin Dashboard​

Source: https://help.spryple.com/for-super-admin/super-admin-dashboard/ · last modified 2025-03-20

Screens / options (1): Super Admin Dashboard

  • 🔹 Super Admin Dashboard — Help › For Super Admin › Super Admin Dashboard › Super Admin Dashboard
    • Login with Super Admin credentials by entering Company Code, Username, Password
    • After logging in, Main dashboard will be displayed as below
    • Employee Count By Location - It displays Employee count by location in different branches
    • Employees By Department By Location – It displays employee count by location working in different departments
    • Employee Count – Displays total employees (Active, New and Exit) count in the organization till date
    • Attendance By Work Type – Displays employees working from home, working from office, On Duty, Absents count
    • Employees on Leave by Department – Displays employee count on leave by department
    • Leaves – Displays employee leave count
    • Shift Based Headcount by Department – For the selected Shift, employees working in different departments is displayed
    • Payroll Amount by Department by Month – Displays payroll generated for different departments by month

Help › For Super Admin › CRM Field Force Management​

Source: https://help.spryple.com/for-super-admin/crm-field-force-management/ · last modified 2025-05-01

Screens / options (16): Sales Manager · 1.1 GPS Monitoring · 1.2 Clients · 1.3 Attendance Summary Report · 1.4 Clients Report · 1.5 Employee Activity Report · 1.5.1 Summary · 1.5.2 Tracking Log · 1.6 Device Approvals · 1.7 Employee Tracking Log Report · 1.7.1 Employee Summary Details · 1.7.2 Activities · 1.7.3 Employee Tracking Details · 1.8 Team Travel Approvals · 1.9 Assignments Report · 1.10 Leave History

  • 🔹 Sales Manager — Help › For Super Admin › CRM Field Force Management › 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
  • 🔹 1.1 GPS Monitoring — Help › For Super Admin › CRM Field Force Management › 1.1 GPS Monitoring
    • Assigned employees Live Tracking will be displayed in the dashboard map.
    • By default, Live tracking will be displayed for the Current day date, but Manager can check for the past dates by selecting date in the date field.
    • Manager can also check for employee’s mobile battery percentage after they punch in and start tracking location
    • Total number of Employees ‘Punch in’ and ‘Punch out’ for the day will be displayed
  • 🔹 1.2 Clients — Help › For Super Admin › CRM Field Force Management › 1.2 Clients
    • All added Clients by the assigned Employees will be displayed under this screen.
    • Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads)
    • If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads.
    • Below the Clients List, we can see the Lead Age with different colour indications. Based on the activity status, we are able to know the age of the added client
    • If for the added Client the Activity Status was changed Call for Demo, Demo Pending, or Demo Completed, the Clients will be displayed accordingly under the concerned columns
    • If the Activity Status is anything other than CALL FOR DEMO, DEMO PENDING or DEMO COMPLETED then those Clients will be moved to the “Future Leads.”
    • Based on date selection Client list will display
    • Unselect ‘View All’ check box ‘From Date and To Date’ fields will display with calendar icon lection Client list will display
    • On click particular client, Added Client Details and Added Activity details will display and Manager able to add new activity and assign that activity to another employee if that client created employee is not available
    • Manager able to change assignment if assigned employee is not available
  • 🔹 1.3 Attendance Summary Report — Help › For Super Admin › CRM Field Force Management › 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.
    • In the Summary Report, Manager can see the data related to Employee’s First in and Last Out time, Total hours and Productive hours of employees will be displayed
    • Manager can download Attendance Summary Report in Excel and PDF Format
    • There is a hyperlink for the “Details” where the Manager gets the details of the Break hours taken by the Employees.
  • 🔹 1.4 Clients Report — Help › For Super Admin › CRM Field Force Management › 1.4 Clients Report
    • In the Clients Report all the details related to the Clients (added by Employees) will be stored.
    • Managers are provided with various filters and search options to filter the data and can get data accordingly.
    • Managers can download the whole Clients Report for any sort of analysis if required.
  • 🔹 1.5 Employee Activity Report — Help › For Super Admin › CRM Field Force Management › 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.
    • This report is also based on the Search criteria of the Employee Name field and Date fields.
  • 🔹 1.5.1 Summary — Help › For Super Admin › CRM Field Force Management › 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
    • On click View icon in Action column screen will navigate to Employee Tracking Log Report to check the details in detailed
  • 🔹 1.5.2 Tracking Log — Help › For Super Admin › CRM Field Force Management › 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.
    • On click on PDF and Excel icons, Manager able to download reports
  • 🔹 1.6 Device Approvals — Help › For Super Admin › CRM Field Force Management › 1.6 Device Approvals
    • If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager.
    • So, all the Device Approvals will be displayed under this screen.
  • 🔹 1.7 Employee Tracking Log Report — Help › For Super Admin › CRM Field Force Management › 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.
    • This report is also based on the Search criteria of the Employee Name field and Date field.
  • 🔹 1.7.1 Employee Summary Details — Help › For Super Admin › CRM Field Force Management › 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
  • 🔹 1.7.2 Activities — Help › For Super Admin › CRM Field Force Management › 1.7.2 Activities
    • By clicking on Show, Activities will be displayed
  • 🔹 1.7.3 Employee Tracking Details — Help › For Super Admin › CRM Field Force Management › 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.
    • On click on PDF and Excel icons, Manager able to download reports
  • 🔹 1.8 Team Travel Approvals — Help › For Super Admin › CRM Field Force Management › 1.8 Team Travel Approvals
    • On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed
    • On the Travel Approvals page, ‘Select Employee’, 'From Date', 'To Date' and ‘Minimum Visits’ fields will be displayed, along with 'Search' and 'Clear' buttons
    • By default, All Employee option will be displayed in the Select Employee dropdown
    • By default, the current date will be displayed in the date fields
    • By default, “0” will be displayed in the Minimum Visits text field
    • In the table, there are six tabs (Pending, Verified, Approved, Travel Summary, Rejected, All) available for viewing the status
    • If the travel record t is waiting for verification from the manager, it will remain under the 'Pending' tab until the manager reviews it
    • Based on the selection, summary of the selected records will display in the ‘Selected Records Summary’ table and Manager will Verify or Reject the records
    • If the travel record is verified by the manager, it will appear under the 'Verified' tab
    • If the travel record is Approved by the Finance Manager, it will appear under the 'Approved' tab
    • The sum of all records related to Verified, Approved, Rejected, Claimed will display under the ‘Travel Summary’ tab
    • If the manager or Finance Manager rejects the travel record, it will be displayed under the 'Rejected' tab
    • All records related to Verified, Approved, Rejected, Claimed will display under the ‘All’ tab
  • 🔹 1.9 Assignments Report — Help › For Super Admin › CRM Field Force Management › 1.9 Assignments Report
    • On clicking 'Assignments', the Assignments page will be displayed
    • On the 'Assignment page, ‘Select Employee’, 'Scheduled From Date', ''Scheduled To Date' and ‘Select Status’ fields will be displayed, along with 'Search' and 'Clear' buttons
    • By default, All Employee option will be displayed in the Select Employee dropdown
    • By default, the current date will be displayed in the date fields
    • By default, All Status will be displayed in the Select Status dropdown
    • Search box will be displayed at the top right of the table
    • Manager can search for any Assignment in the table as needed
    • This report is also based on the Search criteria
  • 🔹 1.10 Leave History — Help › For Super Admin › CRM Field Force Management › 1.10 Leave History
    • Approved, rejected attendance requests are displayed in the table
    • Manager can see the full information by clicking on view button

Help › For Super Admin › Attendance Management​

Source: https://help.spryple.com/for-super-admin/attendance-management/ · last modified 2025-03-20

Screens / options (5): Monthly Attendance Report · Monthly Shifts Report · Attendance Summary Report · Current Day Attendance Report · Punch Summary Report

  • 🔹 Monthly Attendance Report — Help › For Super Admin › Attendance Management › Monthly Attendance Report
    • Click on monthly attendance report in side menu
    • Select City-Branch
    • Select Manager name
    • Note: Select city-branch then location manager will be displayed
    • This report displays the Absents Count, Presents Count, Late Count and Total Count of all the employees based on Branch selection and Manager selection
  • 🔹 Monthly Shifts Report — Help › For Super Admin › Attendance Management › Monthly Shifts Report
    • Click on Monthly Shifts Report inside navigation
    • Select City-Branch Location
    • Select Manager
    • Select From Date and To Date
    • Click on Search
    • Display Table
    • Click on view icon
    • Employees Present, Week off and Absent (No Records found) status will display
    • This report displays the employees attending in different shifts for the selected managers and branch location
  • 🔹 Attendance Summary Report — Help › For Super Admin › Attendance Management › Attendance Summary Report
    • Click on Attendance Summary Report inside navigation
    • Select City-Branch Location
    • Select Manager
    • Select From Date and To Date
    • Click on Search
    • Display Table
    • Click on Details hyperlink
    • User can see employees punch-in/out timings, Source Name and Images
    • This report displays the employees First In, Last Out, Total Hours, Productive Hours, OT Hours, Permission Hours along with Images of the employees
  • 🔹 Current Day Attendance Report — Help › For Super Admin › Attendance Management › Current Day Attendance Report
    • Click on Current Day Attendance Report in side navigation
    • Select Location
    • Select All Employees or single Employee
    • Click on Search
    • On click Details hyperlink
    • Current day punch details screen will display
    • Employee check-in/out image will display
    • This report displays the Current day punch time details of the employees
  • 🔹 Punch Summary Report — Help › For Super Admin › Attendance Management › Punch Summary Report
    • Select City-Branch from the dropdown
    • Select Manager
    • Select Employee Name dropdown and Month
    • Click on search button
    • Location wise manager assigned employees data will display in table
    • User can see the employee's check-in and check-out time will display
    • User can download Excel file
    • Note: Is default punch out time to be populated if out punch is missed-Yes (if policy yes then only display the data)
    • On click Details hyperlink
    • User can see the employee's check-in and check-out time
    • On click Clear button data will be removed
    • This report displays the multiple punch in’s, punch outs of all the employees in the selected branch

Help › For Super Admin › Payroll Management​

Source: https://help.spryple.com/for-super-admin/payroll-management/ · last modified 2025-03-20

Screens / options (1): Employee Pay Group List

  • 🔹 Employee Pay Group List — Help › For Super Admin › Payroll Management › Employee Pay Group List
    • Click on Payroll Management in the left menu
    • Click on Employee Pay group list in the left menu below Super Admin screens
    • Select Location
    • Select Pay Group
    • Click on Search
    • Data will be displayed
    • Select City-Branch
    • Select Manager name
    • Note: Select city-branch then location manager will be displayed

Help › For Super Admin › Time Sheet Management​

Source: https://help.spryple.com/for-super-admin/time-sheet-management/ · last modified 2025-07-28

Screens / options (3): 1. Dashboard · 2. Summary Report · 3. Effort Variance Report

  • 🔹 1. Dashboard — Help › For Super Admin › Time Sheet Management › 1. Dashboard
    • In Super Admin Dashboard, Clients, Active Projects, Project Assigned Employees, Bench Employees count will be displayed
    • In Worked hours by project, pie chart will be displayed along with Projects and hours.
    • In Project Status Summary, Donut chat will be displayed along with Project with Variance and Project without Variance count.
    • In Project Wise Hours, Bar chart will be displayed, for each project two bars will be displayed one is Estimated Hours with count and another one is Consumed Hours with count
    • Worked hours by project, Project Status Summary, Project Wise Hours data will be displayed based on the Date dropdown selection
  • 🔹 2. Summary Report — Help › For Super Admin › Time Sheet Management › 2. Summary Report
    • In Summary Reports, ‘Client’, ‘Project’, ‘Date’ and ‘Status’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons.
    • Super Admin can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons.
    • On click Details hyper link, popup will be displayed with details.
  • 🔹 3. Effort Variance Report — Help › For Super Admin › Time Sheet Management › 3. Effort Variance Report
    • In Effort Variance Report, ‘Project’ dropdown will be displayed, along with the ’Search’ box.
    • A Search box will be displayed at the top right of the table.
    • Super Admin can search for any Employee details in the table as needed.
    • Super Admin can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons.
    • Variance will be displayed based on planned hours and actual hours variance

For Admin​

Help › For Admin › Learning Management System (LMS)​

Source: https://help.spryple.com/help/for-admin/learning-management-system-lms/ · last modified 2025-09-01

Screens / options (3): Admin · Dashboard · Configurations

  • 🔹 Admin — Help › For Admin › Learning Management System (LMS) › Admin
  • 🔹 Dashboard — Help › For Admin › Learning Management System (LMS) › Dashboard
    • In HR Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed.
  • 🔹 Configurations — Help › For Admin › Learning Management System (LMS) › Configurations
    • In Configurations screen, admin will edit the attribute values. On click Edit Admin able to edit the changes.

Help › For Admin › Employee Management​

Source: https://help.spryple.com/help/for-admin/employee-management/ · last modified 2025-05-05

Screens / options (20): Company Information · Department · Designation · Work Location · Company Logo · Shift · Shift Timings · Grace Period · Overtime duration · Holidays · Checklist · Induction · Announcements · Messages Master · Users Login · Roles & Permissions · Onboarding Settings · HR Policies · Employee Password Reset · Department Designation Mapping

  • 🔹 Company Information — Help › For Admin › Employee Management › Company Information
    • All information about the company, the company name, location, and other company details can be defined here.
    • You can enter the basic details of the company here. To start entering information click “Edit”
    • After entering (or) updating the information in fields, to save entering information click “Save”.
    • If the User doesn’t want to save the edited data, then click on Cancel.
  • 🔹 Department — Help › For Admin › Employee Management › Department
    • User creates Departments, and change status Active and Inactive for the created Departments
    • Duplicate Department Names are not allowed
    • Added departments are displayed in table
    • Note: If user want to inactive one department, then user should transfer all the Employees in the existing department to another Department.
    • Click on Add Icon
    • User can add new Department in field
    • Click on the Submit button, a new department is added to the table
    • User can update the Department name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 Designation — Help › For Admin › Employee Management › Designation
    • User creates Designation, and make status Active and Inactive for the created Designations
    • Duplicate Designation Names are not allowed
    • Note: If user want to inactive one designation, user should transfer all the Employees in the existing designation to another Designation
    • Click on Add button
    • User adds new Designation in field
    • Click on Submit button, new designation is added to the table
    • User updates the Designation name by clicking on , after updating click on save , updated data is saved .
  • 🔹 Work Location — Help › For Admin › Employee Management › Work Location
    • Users adds Work Locations and make status Active and Inactive for the added work locations.
    • Please follow these instructions while adding a location.
    • Provide SAME prefix and seed values if you need common employee-id generation across all branches.
    • Provide DIFFERENT prefixes and seed values if you need separate employee-id generation for each branch.
    • Prefix is a character string which is same for all the employees of a location. Ex: ‘GOGL’
    • Seed value is the value that you want the employee-id generation to start from.
    • Branch Location – short name, for ex. Kukatpally – like KP
    • Note: If user Enter different prefix and seed for same work location (duplicate work location), it will not allow to create new work location.
    • Click on Add button
    • User can select current location (or) search Location
    • Click Location icon
    • Click on Location icon
    • Enter Work location details in fields (Address1, Address2, Branch Location, Country, State, City, Pin code, Prefix and seed)
    • Click on Submit button
    • Once a location is added it is displayed in table
    • User can add multiple work locations
    • User can Click on edit to edit work Location details (Note: As the entered prefix already exists, seed value need not be entered.)
    • Click on the view icon to see the work location details but they are displayed in disabled mode.
  • 🔹 Company Logo — Help › For Admin › Employee Management › Company Logo
    • User can add and update company logo here
    • Accepts jpg, png images
    • File size should not exceed 1MB
    • Uploaded company logo appears before the company name in header
    • Click on Change icon (for Updating Company logo)
    • File Explorer will open, Select the desired image and click on “Open” button
    • After Clicking the Open button image will appear in the company logo
    • Click the “Save” button and the image will be updated with company logo
    • Click on the cancel button, the selected image will not upload
    • If the user wants to remove the saved image, then click on “Remove” button
  • 🔹 Shift — Help › For Admin › Employee Management › Shift
    • Shift is used to assign shift to an Employee in company
    • User can create different shifts with different time schedules
    • User can also inactive the shifts that are not needed
    • Enter Shift Name (Ex: – Regular Shift, Night Shift…) and Shift Description.
  • 🔹 Shift Timings — Help › For Admin › Employee Management › 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
    • Total Hours will Auto Populate after entering Start Time and End Time
  • 🔹 Grace Period — Help › For Admin › Employee Management › Grace Period
    • Select In Time and Out Time (Time picker will appears when user click on In Time and Out Time)
    • Enter data in Number of lates is more than and Deduct leave count in fields.
  • 🔹 Overtime duration — Help › For Admin › Employee Management › Overtime duration
    • User can add Allow minimum number of work hours per day as per company rules
    • After submitting the shift details, it will be listed in shift table
    • Click on view icon to see the Shift details but they are displayed in disabled mode.
  • 🔹 Holidays — Help › For Admin › Employee Management › 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
    • Click “Add” you will see fields (Branch Location, Date, Holiday Type dropdown and Holiday Name) for creating new Holiday
    • After adding all details, click “Submit”, that holiday is displayed in Holidays table
    • User can edit Holiday by clicking on Edit icon
    • Deleting holiday by clicking on delete icon
    • Click on Public radio button
    • Public holidays list will be display in table
    • Click on Optional radio button
    • Optional holidays list will be display in table
    • User can search with branch wise holidays
    • Edited data will be saved, when click on save Icon
    • Click on Cancel icon, edited data will not be saved
  • 🔹 Checklist — Help › For Admin › Employee Management › Checklist
    • Checklist is used to lists different tasks, activities (Onboarding and Offboarding).
    • User Can add checklist by clicking on “Add” icon
    • Select Onboarding or Offboarding by clicking on radio button
    • Select Department and enter Checklist name in fields
    • After adding all details Click “add icon”, that checklist will display in Holidays table
    • User can change status as Active or Inactive for the created Checklist
    • For updating checklist click on Edit icon
    • On click save Icon to save updated data
    • Click on cancel icon data is not saved
  • 🔹 Induction — Help › For Admin › Employee Management › 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.
    • Click on Add icon to create new Induction (HR Policies, Domain knowledge etc.,)
    • Duplicate Inductions are not allowed
    • After enter Program type in field click on Submit button, the program type is listed in table
    • User can update Program Type by clicking on Edit icon, change status Active and Inactive by clicking on radio buttons under status column
    • On click save Icon to save edited data
    • Click on cancel icon data will not be saved
  • 🔹 Announcements — Help › For Admin › Employee Management › Announcements
    • Announcements are used to share important information with employees.
    • User can add new Announcement by clicking on Add button
    • Select Topic from Dropdown
    • Enter Title name
    • Select Publish from and Publish To dates from calendar (when click on the field calendar will displays)
    • After entering description user can Click on submit or save as draft buttons (if click on submit status will be displayed as published, else click on save as draft status will be displayed as Save as Draft in table)
    • Added Announcements are listed in table
    • if status is Published edit, view and stop icons will be displayed
    • If status is Save as draft, edit and view icons will be displayed
    • If status is Completed, View and Republish icons will be displayed
    • If status is Cancelled, only view icon will be displayed
  • 🔹 Messages Master — Help › For Admin › Employee Management › 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)
    • User can Update those messages by clicking on Edit.
    • Click on save to save the updated message.
  • 🔹 Users Login — Help › For Admin › Employee Management › Users Login
    • Admin can Create a Username and Password for the employees.
    • By clicking on Edit icon Employee name and Official Email ID is displayed in fields
    • User can add Username in User ID field, password displays default to “Welcome1!” (Employee can update password in Employee’s login)
    • After adding User ID, Click on Submit button to Create User Credentials.
  • 🔹 Roles & Permissions — Help › For Admin › Employee Management › Roles & Permissions
    • Admin can Create a Username and Password for the employees.
    • By clicking on Edit icon Employee name and Official Email ID is displayed in fields
    • User can add Username in User ID field, password displays default to “Welcome1!” (Employee can update password in Employee’s login)
    • After adding User ID, Click on Submit button to Create User Credentials.
  • 🔹 Onboarding Settings — Help › For Admin › Employee Management › 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
    • If enable, Reminder messages are sent to employees to complete Onboarding pending checklists
    • If disable, No Reminder messages are sent to employees
    • User can make Enable and Disable the Probation Period by clicking on the button
    • If enable, Probation Period (In Months) drop down will be displayed and user will select Probation Period from the drop down
    • If disable, Probation Period (In Months) drop down will be disappeared.
  • 🔹 HR Policies — Help › For Admin › Employee Management › HR Policies
    • How to configure HR policies?
    • Admin can configure the HR Policies in Employee Management module
    • Click on the HR Policies in the admin screens
    • Configuration rules for all EMS Types are displayed
    • Rule 1: Minimum length of user’s password — User can enter minimum length of password as per organization rule.
    • Rule 2: Maximum length of user’s password — User can enter minimum length of password as per organization rule.
    • Rule 3: How many last passwords should not match with the current password — User can change password which is not same as last 3 changed passwords
    • Rule 4: Should the password start with a capital letter – User can select Yes or No from the drop downs
    • Rule 5: How many minimum capital letters should be there in the password — User can configure for the new password with minimum capital letters
    • Rule 6: Is special characters allowed in the password? — User can select Yes or No from the drop downs
    • Rule 7: Minimum count of special characters allowed in the password – User can enter minimum special characters in the password as configured
    • Rule 8: How many minimum small letters should be there in the password? – User can configure minimum small letters for the password
    • Rule 9: How many minimum numbers should be there in the password — User can configure minimum numbers in password.
    • Rule 10: Send Automatic Remainders for Onboarding — User can select Yes or No from the drop downs.
    • Rule 11: Probation Period — User can select Yes or No from the drop downs
    • Rule 12: Probation Period in Days – User can configure probation period days
    • Rule 13: Send Automatic Remainders for Offboarding — User can select Yes or No from the drop downs
    • Rule 14: Notice Period — User can select Yes or No from the drop downs
    • Rule 15: Notice Period in Days – User can configure notice period days
    • Rule 16: 1st default week off – User can configure 1st default week off
    • Rule 17: 2nd default week off – User can configure 2nd default week off
    • Rule 18: 3rd default week off — User can configure 3rd default week off
    • Rule 19: Do you want to assign shifts to unassigned employees automatically? — User can select Yes or No from the drop downs
    • Rule 20: Select a shift that will be assigned to a shift unassigned employee – User can configure notice period days
    • Rule 21: Select a duration for which the shift will be assigned. – User can configure the duration of week off for the shift to be assigned
    • Rule 22: How many maximum late attendances are allowed per month before deducting leave? – User can configure maximum late attendances allowed per month
    • Rule 23: How many leaves are to be deducted in case of exceeding maximum permitted late attendances per month? — User can configure number of leaves to be deducted in case of exceeding maximum permitted late attendance
    • Rule 24: Which leave type is to be used for deducting leave in case of exceeding late attendances per month? — User can select Leave type which are activated in the leave policies from the drop downs
    • Rule 25: Select a shift to which a new unassigned employee will be added to. – User can select shifts which are added in the master’s from the drop down
    • Rule 26: Select a duration for which a new employee will be assigned the default shift – User can select duration from the drop down for the employee to assign the default shift
    • Click on the save button to save the changes.
    • Note: If the user updates any HR Policies configuration, those changes do not affect existing employees. The newly made changes affect newly created/added employees.
    • Rule 27: How many minimum hours to work to treat it as half day attendance – User should work for 4 hours in a shift then considered as worked for half day
    • Rule 28: How many minimum hours to work to treat it as full day attendance – User should work for 8 hours in a shift then considered as worked for full day
    • Rule 29: Consider an employee permission as a paid permission or not – If employee took permission in productive hours that will not deduct in salary
    • Rule 30: Is flexible shift enabled for your company – User will take decision; user need to work for particular shift or flexible shift
    • Rule 31: How many hours duration is considered for Flexible shift – User will enter total hours employee need to work in a day
    • Rule 32: Is an option needed in regularization screen to mark specific regularization record as week off? – User can select Yes or No from the drop downs
    • Rule 33: How many past days data has to be displayed for regularization – User can enter past days.
    • Rule 34: Is employee details editable by employee- User can select Yes or No from the drop downs
    • Rule 35: Is default punch out time to be populated if out punch is missed- User can select Yes or No from the drop downs
    • If select Yes –missed punch report is display
    • Rule 36: Is mapping required between departments & designations?- User can select Yes or No from the drop downs
    • If select Yes-user can map Department with Designation Rule 37: How many backdated days allowed for termination (0 to 60 days) – User can enter past days
    • If you select the check box and the selected policy will be updated.
    • Note: If check box is not selected then click on update policy will not update and error message will display
    • Rule 38: How much is duration for lunch (in minutes) – User can enter lunch time
    • Rule 39: How much is duration for Tea break (in minutes) – User can enter Tea break time
    • Rule 40: How much grace period for late attendance (in minutes) – User can enter grace period for after shift in grace time
    • Rule 41: How much is grace period for lunch (in minutes) – User can enter grace period for after lunch break shift in grace time
    • Rule 42: How much is grace period for tea break (in minutes) – User can enter grace period for after Tea break shift in grace time
    • Rule 43: Is payment for extra days worked, applicable in the company? – User can select Yes or NO option from the dropdown
    • Note: If user select Yes from the dropdown, you will get amount based on condition.
    • Note: If user select No from the dropdown, extra day amount not added
    • Rule 44: If applicable, which day 1 is considered for payment for extra days worked? – User can select week off day 1 from the value field
    • Note: If user select extra week off day as ‘Sunday’ based on condition amount will be added to pay slip and extra days will display in extra day report.
    • Note: If check box is not selected then click on update policy will be updated.
    • Rule 45: If applicable, which day 2 is considered for payment for extra days worked? – User can select week off day 2 from the value field
    • Note: If user select extra week off day as ‘Saturday’ based on condition amount will be added to pay slip (OR) User can select no week off.
    • Rule 46: Is salary deduction applicable for not working on weekoff day? – User can select Yes or NO option from the dropdown
    • Note: If user select Yes from the dropdown, penalty amount deducted based on condition.
    • Note: If user select No from the dropdown, penalty amount not deducted
    • Rule47: If applicable, which day 1 (if not worked) is considered for salary deduction as penalty? – User can select week off day 1 from the value field
    • Note: If user select penalty week off day as ‘Sunday’ based on condition amount will be deducted and display in penalty report and pay slip.
    • Note: If user select no week off, penalty deduction is not applicable.
    • Rule 48: If applicable, which day 2 (if not worked) is considered for salary deduction as penalty? – User can select week off day 2 from the value field
    • Note: If user select penalty week off day as ‘Saturday’ based on condition amount will be deducted and display in penalty report and pay slip.
  • 🔹 Employee Password Reset — Help › For Admin › Employee Management › Employee Password Reset
    • Select Location Name
    • Select Department Name
    • Select Employee Name
    • Select Reset Option from the dropdown
    • Select “Username”
    • Enter new username
    • Click on submit
    • User will receive Reset username mail from HR Department
    • Select “Password”
    • Enter New Password
    • User will receive Reset password mail from HR Department
    • Select “New Username and Password”
    • Enter New username
    • Display new password
    • User will receive Reset username & password mail from HR Department
  • 🔹 Department Designation Mapping — Help › For Admin › Employee Management › Department Designation Mapping
    • Select Department
    • Select Designation
    • Click on submit button
    • User can search department with designation

Help › For Admin › Attendance Management​

Source: https://help.spryple.com/help/for-admin/attendance-management/ · last modified 2025-04-25

Screens / options (13): Monthly Attendance Report · Monthly Shifts Report · Attendance Summary Report · Current Day Attendance Report · Punch Summary Report · Missed Punch Report · Mapping ID’s · Attendance Messages Master: · Shift configuration · Shift wise Report · Week off configuration · Extra Days Slab configuration · Applicable Designations for Penalty

  • 🔹 Monthly Attendance Report — Help › For Admin › Attendance Management › Monthly Attendance Report
    • Click on monthly attendance report in side navigation
    • Select City-Branch
    • Select Manager name
    • Note: Selected city-branch that location manager will display
  • 🔹 Monthly Shifts Report — Help › For Admin › Attendance Management › Monthly Shifts Report
    • Click on Monthly Shifts Report in side navigation
    • Select City-Branch Location
    • Select Manager
    • Select From Date and To Date
    • Click on Search
    • Display Table
    • Click on view icon
    • Employees Present, Week off and Absent (No Records found) status will display
  • 🔹 Attendance Summary Report — Help › For Admin › Attendance Management › Attendance Summary Report
    • Click on Attendance Summary Report in side navigation
    • Select City-Branch Location
    • Select Manager
    • Select From Date and To Date
    • Click on Search
    • Display Table
    • Click on Details hyperlink
    • User can see employees punch-in/out timings, Source Name and Images
  • 🔹 Current Day Attendance Report — Help › For Admin › Attendance Management › Current Day Attendance Report
    • Click on Current Day Attendance Report in side navigation
    • Select Location
    • Select All Employees or single Employee
    • Click on Search
    • On click Details hyperlink
    • Current day punch details screen will display
    • Employee check-in/out image will display
  • 🔹 Punch Summary Report — Help › For Admin › Attendance Management › Punch Summary Report
    • Click on Current Day Attendance Report in side navigation
    • Select City-Branch from the dropdown
    • Select Manager
    • Select Employee Name dropdown and Month
    • Click on search button
    • Location wise manager assigned employees data will display in table
    • User can see the employee’s check-in and check-out time will display
    • User can download Excel file
    • Note: Is default punch out time to be populated if out punch is missed-Yes (if policy yes then only display the data)
    • On click Details hyper link
    • User can see the employee’s check-in and check-out time
    • On click Clear button data will be removed
  • 🔹 Missed Punch Report — Help › For Admin › Attendance Management › Missed Punch Report
    • Select Month & Year
    • Select Location
    • Select Employee Name from the dropdown ( user can select All Employees /single employee)
    • Note: Is default punch out time to be populated if out punch is missed-Yes (if policy yes then only display the data)
    • User can search with employee name and employee ID
    • User can download excel file
  • 🔹 Mapping ID’s — Help › For Admin › Attendance Management › Mapping ID’s
    • How to map the Bio-metric with Employee ID?
    • Note: Admin need to map the employee Id & Bio-metric id to get the employee attendance punched into application. For that admin should map both Id’s.
    • Click on Mapping Id’s page in Attendance module.
    • Enter Bio metric id and Select the Employee name to map that bio-metric number.
    • Click on the submit button to save the changes.
    • Now employee Bio-metric punches will record, and employee can see in his employee Dashboard.
  • 🔹 Attendance Messages Master: — Help › For Admin › Attendance Management › 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)
    • User can Update the messages by clicking on Edit
    • User can edit error messages
    • Click on save to save the updated message.
  • 🔹 Shift configuration — Help › For Admin › Attendance Management › Shift configuration
    • Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs)
    • Select Shift, Shift duration (From date & To date) & select week offs
    • Select Employee’s
    • Click on submit button to assign the Shift
  • 🔹 Shift wise Report — Help › For Admin › Attendance Management › Shift wise Report
    • Reporting manager can see the Employee attendance status Shift wise in this page
    • Reporting manager can select the period of time to check the employee attendance
    • Manager can check all the employee's attendance status by clicking on view button
    • Unable to load the picture
    • On click view icon, user can see the list of attendance for the current date with S.No, Shift, Employee name and Status
  • 🔹 Week off configuration — Help › For Admin › Attendance Management › Week off configuration
    • click on week off configuration in side navigation
    • Manager can view particular employee week off details by clicking on view icon
    • Click on close
    • Click on weekly off check box on which day we need as week off and click on check box in table to assign week offs to employee
    • Click on submit
  • 🔹 Extra Days Slab configuration — Help › For Admin › Attendance Management › Extra Days Slab configuration
    • Click on extra days configuration tab
    • Click on ‘Add New’ button
    • Extra days configuration page will display
    • User can select Designation from the dropdown
    • User can enter ‘Minimum days worked’, ‘Maximum days worked’ and enter ‘Eligible Extra days’
    • Click on add button, added slab configuration will display
    • Click on Picture delete, added slab extra days will be deleted
    • Click on submit button, data will display in table
    • Click on Picture edit button, user can be able to edit slab extra days
    • Click on update button, extra days slab configuration will update and display in table
  • 🔹 Applicable Designations for Penalty — Help › For Admin › Attendance Management › Applicable Designations for Penalty
    • Click on applicable designations for penalty tab, table will display
    • Admin added all designations will display in table
    • Active/Inactive designations will display in table
    • User can activate/Deactivate the designations

Help › For Admin › Leave Management​

Source: https://help.spryple.com/help/for-admin/leave-management/ · last modified 2025-04-23

Screens / options (15): Leave Policies · Common rules configuration · How to activate default leaves? · Casual leave Configuration · Sick leave Configuration · Comp-off leave Configuration · Loss of pay Leave Configuration · Maternity Leave Configuration · Paternity Leave Configuration · Wedding Leave configuration · Bereavement Leave configuration · Earned Leave configuration · Advanced leave configuration · How to deactivate Default leaves · Leaves Messages Master

  • 🔹 Leave Policies — Help › For Admin › Leave Management › Leave Policies
    • Click on Leave module after logging in with Admin credentials.
    • Click on the Leave policies page.
    • Leave policies page is displayed with Common rules for all leave types with activated leave policies.
  • 🔹 Common rules configuration — Help › For Admin › Leave Management › Common rules configuration
    • Users can configure the rules as per organization rules.
    • Click on Edit to configure the common rules
      1. Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday (Week-offs) -Select Yes (Considers as Sandwich leave)
    • Select No- Sandwich Leave will not be applicable and only 2 days will be deducted
      1. Should the company consider company holiday as part of leave, if leave is applied on prior and later days-Select Yes (Considers as Sandwich leave)
    • 3)How many past days is allowed for applying past dated leaves
    • User can update as per organization rules.
      1. Do you need sending of mails when submitted/approved/rejected?
    • User can select YES or NO.
      1. Please select the leave cycle of the company
    • User can select organization leave cycle. April – March or January – December as per Organization rule.
      1. This value shows the maximum optional holidays an employee can avail in a financial year-User can give available leaves for financial year
    • Click on the Save Button to save the changes.
    • There are 10 different leave types and users can configure all the leaves. Following are the types of leaves
    • Casual Leave
    • Sick Leave
    • Comp-off Leave
    • Loss of pay Leave
    • Maternity Leave
    • Paternity Leave
    • Wedding Leave
    • Bereavement Leave
    • Earned Leave
    • Advanced Leave
  • 🔹 How to activate default leaves? — Help › For Admin › Leave Management › How to activate default leaves?
    • Click on the Add new Button.
    • All the deactivated leave policies are displayed.
    • Select any one of the leave policies.
    • Click on the submit button to activate the leave policy.
    • Note: In this way, User can activate all the leave policies, based on organization rules. All the activated leave policies are displayed in leave policies page.
    • How to configure Leave policies?
  • 🔹 Casual leave Configuration — Help › For Admin › Leave Management › Casual leave Configuration
    • Click on the Edit button to edit the casual leave policies.
    • Configuration rules are displayed to Casual leave policy.
    • Rule1: Maximum count of leaves per year -- User can enter number of leaves per year as per organization rule.
    • Rule2: Does the company credit leave monthly/quarterly/half-yearly/yearly? (In months)? -- User can select the option (Monthly/Quarterly/half-yearly/Yearly). Based on Selection leave count will be credit to employee.
    • Rule3: Will the company consider both weekends as part of the leave, if leave is applied on Friday & Monday? -- User can select option (Yes/No), Based on organization rule.
    • Rule4: How many maximum number of leaves that can be taken at an instance? - User can configure Maximum leave count to one time Leave request.
    • Rule5: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule6: How many days in advance, employee has to apply this leave in case of planned leaves? -- User can configure the number of advance days to apply leave.
    • Rule7: Should the company consider company holiday as part of leave, if leave is applied on prior and later days? - User can select option (Yes/No), Based on organization rule.
    • Rule8: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Rule9: Max no.of days by when unused leaves will be lapsed/converted to perks (User can enter total month days, Based on organization rule.)
    • Rule10: Is lapsed leaves convertible to perks? (User can select option (Yes/No), Based on organization rule.)
    • Click on submit button to save the changes.
    • Note: If the user updates any leave configuration, the change does not affect existing employees. That change affects newly created/added employees.
  • 🔹 Sick leave Configuration — Help › For Admin › Leave Management › Sick leave Configuration
    • Click on Edit button to edit the Sick leave policies.
    • Configuration rules are displayed for Sick leave policy.
    • Rule1: Maximum count of leaves per year -- User can enter number of leaves per year.
    • Rule2: Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)? -- User can select the option (Monthly/Quarterly/half-yearly/Yearly). Based on Selection leave count will be credit to employee.
    • Rule3: Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? -- User can select option (Yes/No), Based on organization rule.
    • Rule4: Should the company consider company holiday as part of leave, if leave is applied on prior and later days? - User can select option (Yes/No), Based on organization rule.
    • Rule5: Minimum leave days for employees that require supporting document upload – User can configure the minimum leaves to upload the document to apply sick leave.
    • Rule6: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
    • Based on the configured rules, Employee can apply the sick leave along with documents upload
  • 🔹 Comp-off leave Configuration — Help › For Admin › Leave Management › Comp-off leave Configuration
    • Click on Edit button to edit the comp-off leave policies.
    • Configuration rules displayed to Comp Off leave policy.
    • Rule1: How many maximum number of leaves that can be taken at an instance? - User can configure Maximum leave count to one time Leave request.
    • Rule2: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule3: Whether working on week off days is considered for comp-off --- User can select option (Yes/No), Based on organization rule.
    • Rule4: Whether working on Company Holidays is considered for comp-off? -- User can select option (Yes/No), Based on organization rule.
    • Rule5: Is lapsed leaves convertible to perks? -- User can select option (Yes/No), Based on organization rule.
    • Rule6: Minimum number of hours employee should work so as to get eligibility for comp-off -- User can configure the number of hours as per organization rule.
    • Rule7: Maximum number of backdated days permitted for an employee to submit comp off eligible work -- User can configure the number of days, to raise a request about comp-off day work.
    • Rule8: Maximum number of days after which earned comp off leaves will be lapsed or converted to perks. -- User can configure the number of days as per organization rule.
    • Rule9: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Loss of pay Leave Configuration — Help › For Admin › Leave Management › Loss of pay Leave Configuration
    • Click on Edit button to edit the loss of pay leave policy
    • Configuration rules displayed to loss of pay leave policy.
    • Rule1: Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? -- User can select option (Yes/No), Based on organization rule.
    • Rule2: Should the company consider company holiday as part of leave, if leave is applied on prior and later days? --- User can select option (Yes/No), Based on organization rule.
    • Rule3: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Maternity Leave Configuration — Help › For Admin › Leave Management › 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.
    • Click on Edit button to edit the Maternity Leave policies.
    • Configuration rules displayed to maternity leave policy.
    • Rule1: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule2: Min. leave days for employees that require supporting document upload – User can configure the minimum leaves to upload the document to apply maternity leave.
    • Rule3: How much minimum (years) gap should be there between each term -- User can configure the number of years as per organization rule.
    • Rule4: Maximum no.of times to avail this type of leave --- User can configure the number of times (for employee to take maternity leave) as per organization rule.
    • Rule5: Maximum count of leaves per term -- User can configure the number of days per term as per organization rule.
    • Rule6: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Paternity Leave Configuration — Help › For Admin › Leave Management › 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.
    • Click on Edit button to edit the Paternity Leave policies.
    • Configuration rules displayed to paternity leave policy
    • Rule1: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule2: How much minimum (years) gap should be there between each term -- User can configure the number of years as per organization rule.
    • Rule3: Maximum no.of times to avail this type of leave --- User can configure the number of times (for employee to take paternity leave) as per organization rule.
    • Rule4: Maximum count of leaves per term -- User can configure the number of days per term as per organization rule.
    • Rule5: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Wedding Leave configuration — Help › For Admin › Leave Management › Wedding Leave configuration
    • Note: Basically, this leave type will affect to employee based on Marital status of the employee.
    • Click on Edit button to edit the wedding Leave policies.
    • Configuration rules displayed to that leave policy.
    • Rule1: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule2: How many days in advance, employee has to apply this leave in case of planned leaves? -- User can configure the number of advance days to apply leave.
    • Rule3: Maximum no.of times to avail this type of leave --- User can configure the number of times (for employee to take wedding leave) as per organization rule.
    • Rule4: Maximum count of leaves per term -- User can configure the number of days per term as per organization rule.
    • Rule5: Rule5: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Bereavement Leave configuration — Help › For Admin › Leave Management › Bereavement Leave configuration
    • Click on Edit button to edit the bereavement Leave policies.
    • Configuration rules are displayed to bereavement leave policy.
    • Rule1: Maximum no.of times to avail this type of leave --- User can configure the number of times (for employee to take bereavement leave) as per organization rule.
    • Rule2: Maximum count of leaves per term -- User can configure the number of days per term as per organization rule.
    • Rule3: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Earned Leave configuration — Help › For Admin › Leave Management › Earned Leave configuration
    • Click on Edit button to edit the Earned leave policy
    • Configuration rules displayed to earned leave policy.
    • Rule1: Maximum count of leaves per year -- User can enter number of leaves per year as per organization rule.
    • Rule2: Does the company credit leaves monthly/quarterly/half-yearly/yearly? (In months)? -- User can select the option (Monthly/Quarterly/half-yearly/Yearly). Based on Selection leave count will be credit to employee.
    • Rule3: Will the company consider both weekends as part of leave, if leave is applied on Friday & Monday? -- User can select option (Yes/No), Based on organization rule.
    • Rule4: How many maximum number of leaves that can be taken at an instance? - User can configure Maximum leave count to one time Leave request.
    • Rule5: Minimum service (In months) for Employees to get these leaves (For the first-time joiner): User can configure the number of months as per organization rule.
    • Rule6: How many days in advance, employee has to apply this leave in case of planned leaves? -- User can configure the number of advance days to apply leave.
    • Rule7: Should the company consider company holiday as part of leave, if leave is applied on prior and later days? - User can select option (Yes/No), Based on organization rule.
    • Rule8: If leaves are not utilized, how many maximum leaves will be carried forward -- User can configure the number of Carried forward leave count as per organization rule.
    • Rule9: Max no.of times this type of leaves can be availed per year -- User can configure the number of times to apply in the year.
    • Rule10: Select unique color for each leave type – User can select color to differentiate the leave types in employee dashboard and Manager dashboard.
    • Click on submit button to save the changes.
  • 🔹 Advanced leave configuration — Help › For Admin › Leave Management › Advanced leave configuration
    • Click on Edit button to edit the Advanced leave policies.
    • Note: If user configure the casual leave, Sick leave & Earned Leaves credit the monthly, In that case only User can user advanced leave. If User set to monthly (casual leave, Sick leave & Earned Leaves), User can select any one the option from these three leave types.
    • Note: If user Select Casual leave as advanced leave (Which leave type should be taken as advanced leave), That leave type balance will be detected from leave balance.
    • Click on the submit button to save the changes.
  • 🔹 How to deactivate Default leaves — Help › For Admin › Leave Management › How to deactivate Default leaves
    • Click on the Edit button to update any leave policies.
    • Example: Loss of Pay Leave
    • Configuration rules displayed to loss of pay leave policy.
    • Click on the Deactivate Button to Deactivate the leave type.
    • Loss of Pay leave will not display in the leave policies table.
    • The same is followed for other leave types to deactivate
  • 🔹 Leaves Messages Master — Help › For Admin › Leave Management › Leaves Messages Master
    • All Error and Success messages are displayed in the message master with screen names (Will be displayed by default)
    • User can Update the messages by clicking on Edit
    • User can edit error messages
    • Click on save to save the updated message.

Help › For Admin › Payroll Management​

Source: https://help.spryple.com/help/for-admin/payroll-management/ · last modified 2025-04-23

Screens / options (13): Finance Admin · Finance Dashboard · EPF · ESI · Pay Schedule · Pay group · Pay group configuration · Bank Master · Payroll Policies · Variable DA · Variable DA Configuration · Arrear Distribution · Arrear Distribution History

  • 🔹 Finance Admin — Help › For Admin › Payroll Management › Finance Admin
    • User should login with finance admin credentials and click on Payroll module
  • 🔹 Finance Dashboard — Help › For Admin › Payroll Management › Finance Dashboard
    • User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details.
  • 🔹 EPF — Help › For Admin › Payroll Management › EPF
    • Click on EPF in the side menu
    • EPF configuration page is displayed with by default configuration
    • Click on Edit button to update the EPF Configuration
    • Admin can change all the configuration rules, based on organization rules. (Employee contribution and Employer's contribution & Admin charges, EDIL contribution)
    • Click on save button to save the latest updates
  • 🔹 ESI — Help › For Admin › Payroll Management › ESI
    • Click on ESI in the side menu
    • ESI configuration page is displayed by default configurations
    • Here, User can check or uncheck the option” Include Employer’s contribution in the CTC”. Based on this selection, Employee's will get the ESI amount
    • User can Add & Edit ESI Number State wise ESI number in this screen
  • 🔹 Pay Schedule — Help › For Admin › Payroll Management › Pay Schedule
    • Click on Pay Schedule page
    • Pay schedule configuration page is displayed. Earlier configuration displayed by default
    • Click on edit button to change the configuration
    • All the configuration rules will display, now user can change the pay schedule rules as per organization rules
    • If user wants Same payroll and leave window. Users should select the YES option
    • If user selects YES option, Both Payroll window and Leave window are same
    • Example: Organization wants to pay the salary to employee's 1st to last day of the month Based on this selection, the application will calculate the salary
    • If user wants different payroll and leave window. Admin should select No option
    • If admin selects No option, Both Pay roll window and Leave window are different
    • Admin can select the leave window dates
    • Example: Organization wants to pay the salary to employees 25th to next month 24th User should select the date Previous month 25 and present month 24 Based on this selection, the application calculates the salary
    • If an organization wants to calculate monthly salary based on Actual days in a month
    • User should select Actual days in a month option
    • If an organization wants to calculate monthly salary based on Organization working days
    • User should select Organization working days option
    • Click on Save to save the configurations
    • Based on these configurations, Employees salary will generate
  • 🔹 Pay group — Help › For Admin › Payroll Management › Pay group
    • In every organization, every employee has some range of salary with earnings and deductions
    • So, User can configure that range of salary, Earnings & deductions
    • Click on the pay group page to configure the pay group
    • Click on the add button to add a new pay group
    • Add pay group page will display. Users can enter Pay group name, Start range & End range
    • Select Earings and Deductions based on Organization rules
    • Click on the save button to save the new pay group
    • The new pay group will be displayed in the pay group table with configuration in progress status
  • 🔹 Pay group configuration — Help › For Admin › Payroll Management › Pay group configuration
    • Click on Configuration Button to configure the pay group
    • All the selected Earnings and deduction components will be displayed
    • Click on configure button to give percentage or flat amount to that component
    • The Earning request page will display, here user can enter percentage or flat amount to the selected component
    • Note: Here users can check CTC percentage and Basic salary percentage. These percentages/flat amount will change automatically based on user inputs
    • Click on the submit button to save the changes.
    • Note: Few components are not allowed to flat amount, so user should give percentage only to that type of components. Flat amount option will be in disabled mode.
    • Note: Few components are not eligible to calculate EPF. EPF option will be in disabled mode.
    • Note: User can change the component name as they wish. It will reflect in Pay slip.
    • Then, pay group status is changed to “ACTIVE” from “Configuration in Progress”
    • Note: Note: Active pay groups only display in assign group section. Otherwise, that pay group not displayed when user assigning to employee.
  • 🔹 Bank Master — Help › For Admin › Payroll Management › Bank Master
    • In bank master screen, click on add button fields will display
    • Finance admin can give all the bank details (Bank Name, IFSC Code, Account Number, Address1 and Address2)
    • Finance admin can select (Country, State, City, Status, Is EPF, Is ESI and Is Professional Tax)
    • Click on submit button to submit the bank details
    • Click on Edit button, edit the bank details
    • On click Update button, data will be saved in table
    • Submitted data will display in table
  • 🔹 Payroll Policies — Help › For Admin › Payroll Management › Payroll Policies
    • How to configure Payroll policies?
    • Click on the payroll Policies in the Finance admin screen
    • Configuration rules for all Payroll Types are displayed
    • Rule1: Number of installments, the salary in advance is to be recovered. — User can enter minimum no of months that employee can recover
    • Rule2: After how many months of last recovery, advance salary option is resumed? — User can enter minimum no of months that employee can recover
    • Rule3: Should over time amount to be included in salary – –User can select Yes or No from the drop downs
    • Rule4: Is the company covered(registered) under Payment of Gratuity Act, 1972 — User can select Yes or No from the drop downs
    • Rule5: If enabled,is the company want to pay Gratuity as part of the monthly component — User can select Yes or No from the drop downs
    • Rule6: Is variable DA applicable for this company– User can select Yes or No from the drop downs
    • Rule7: Is absent considered as LOP — User can select Yes or No from the drop downs
    • Rule8: Is dynamic payroll processing applicable- User can select Yes or No from the drop downs
    • Rule9: Number of leaves threshold for dynamic payroll processing- User can enter minimum No.of leaves should be accept for same leave window
    • Rule10: Do you want ESI and EPF contribution to be made independent of the Loss of Pay deduction? — User can select Yes or No from the drop downs
    • Rule11: Minimum number of hours to be worked for over time consideration– User can enter minimum No.of worked hours.
    • Rule12: Frequency of variable pay (e.g. monthly/quarterly/half-yearly/yearly)— User can select Monthly, Quarterly, Half-yearly and yearly.
    • Rule13: After how many lop days proportionate week off deduction should be applicable?–User can enter lop proportionate days
    • Rule 14: Is payment given for extra working days?- User can select Yes or No from the drop downs
    • Note: If an employee works on a weekly off or a holiday, the payment for those days will be considered as extra and reflected in the pay slip.
  • 🔹 Variable DA — Help › For Admin › Payroll Management › Variable DA
    • Variable DA (Dearness Allowance) is a part of your salary that helps you cope with rising prices (inflation).
    • Here’s a breakdown: DA stands for Dearness Allowance, which is money given to employees to adjust for the cost of living. Variable DA means this allowance changes (varies) based on inflation or the Consumer Price Index (CPI).
    • So, if inflation goes up, Variable DA increases to help you maintain your standard of living. If inflation goes down, it might decrease. It's mainly used in government jobs or in companies that follow government pay structures, and it's reviewed periodically (like every 6 months).
  • 🔹 Variable DA Configuration — Help › For Admin › Payroll Management › Variable DA Configuration
    • Click on variable DA configuration screen in finance admin screen
    • Click on add icon
    • Enter Notification name
    • Enter Published Name
    • Enter CPI points
    • Enter CPI points at notified date
    • Enter Date
    • Enter VDA rate per point
    • Enter Effective date
    • Select attachments (if any)
    • Click on save
    • Click on view icon
    • User can be able to edit the fields if required
    • Click on update, changes will be saved
    • Click on cancel, changes will not be saved and navigated to table
  • 🔹 Arrear Distribution — Help › For Admin › Payroll Management › Arrear Distribution
    • On click Arrear Distribution in side menu
    • Arrear Distribution screen will display
    • On click ‘Arrear Entry’ fields will display
    • User will be able to select ‘Month & Year, City-Branch and Employee Name’
    • Arrear Names will be display in table
    • User will be able to select arrear name and amount
    • User will be select at least one arrear name and amount
    • Select check box
    • Click on Submit button
  • 🔹 Arrear Distribution History — Help › For Admin › Payroll Management › Arrear Distribution History
    • On click History, History Screen will display
    • Select ‘Month & Year and City-Branch’
    • User will be able to search with ‘EMP.Name and EMP.ID’
    • Saved data will be displayed in the history table
    • Status will display as ‘Pending and Paid’
    • Note: “Once the payment is completed and the status is changed to ‘Paid,’ the arrear amount will also be displayed in the employee’s payslip view screen.”

Help › For Admin › Exit Management​

Source: https://help.spryple.com/help/for-admin/exit-management/ · last modified 2024-11-20

Screens / options (4): Offboarding Settings · Termination Category · Reason for Separation · Some reasons for separation mentioned below

  • 🔹 Offboarding Settings — Help › For Admin › Exit Management › Offboarding Settings
    • Offboarding leads to the formal separation between an employee and a company through resignation and termination.
    • User can make Enable and Disable the Send Automatic Reminders by clicking on the button
    • If enable, Reminder messages are sent to employees about timely completion of employee clearance form
    • If disable, No Reminder messages are sent to employees
    • User can Enable and Disable the Notice Period by clicking on the button
    • If enable, Notice Period (In Days) drop down will be displayed and user will select Notice Period from the drop down
    • If disable, Notice Period (In Days) drop down will be disappeared.
  • 🔹 Termination Category — Help › For Admin › Exit Management › 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
    • Low-quality of work
    • Arriving late to work
    • Misusing company time or resources
    • Insubordination
    • Harassment or inappropriate behavior
    • User can add new Termination categories by clicking on “Add” button
    • After adding the Termination category in the field, Click the Submit button
    • Duplicate Categories are not allowed
    • All the added categories are appeared in the Table
    • Edit icon is available for user to Update the Termination Category
    • User can make status Active (or) Inactive the termination categories by clicking on radio buttons under status column
  • 🔹 Reason for Separation — Help › For Admin › Exit Management › 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.
  • 🔹 Some reasons for separation mentioned below — Help › For Admin › Exit Management › Some reasons for separation mentioned below
    • Better Prospect
    • Unsatisfactory pay scale
    • Health Issue
    • Office at distinct location
    • User can add new Reasons for separation by clicking on “Add” button
    • After adding the Reason in the field, Click the Submit button
    • Duplicate Reasons are not allowed
    • All the added Reasons are appeared in the Table
    • Edit icon is available for user to Update the Reasons
    • User can make status Active (or) Inactive the Reasons by clicking on radio buttons under status column

Help › For Admin › CRM Field Force Management​

Source: https://help.spryple.com/help/for-admin/crm-field-force-management/ · last modified 2025-01-28

Screens / options (17): Admin Level Features · 1. Sales Admin · 1.1 Demo Status · 1.2 Status Master · 1.3 Client Associate Type · 1.3.a Associate Type · 1.3.b Qualifications · 1.3.c Specializations · 1.4 Leave Policies · 2. Sales Manager · 2.1 GPS Monitoring · 2.2 Clients Reports · 2.3 Employee Activity Report · 2.4 Employee Tracking Log Report · 3. Super Admin · 3.1 Client Associate Reports · 3.2 Monthly Attendance Reports

  • 🔹 Admin Level Features — Help › For Admin › CRM Field Force Management › Admin Level Features
    • Admin Login
    • Admin has Demo Status, Status Master, Leave Policies
  • 🔹 1. Sales Admin — Help › For Admin › CRM Field Force Management › 1. Sales Admin
  • 🔹 1.1 Demo Status — Help › For Admin › CRM Field Force Management › 1.1 Demo Status
    • User creates Demo Status, and change status Active and Inactive for the created Demo Status
    • Duplicate Demo Status are not allowed
    • Added Demo Status are displayed in table
    • Note: If user want to inactive one Demo Status, then user should transfer all the Employees in the existing Demo Status to another Demo Status
    • Click on Add Icon
    • User can add new Demo Status in field
    • Click on the Submit button, a new Demo Status is added to the table
    • User can update the Demo Status name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.2 Status Master — Help › For Admin › CRM Field Force Management › 1.2 Status Master
    • User creates Status Master, and change status Active and Inactive for the created Status Master
    • Duplicate Status Master are not allowed
    • Added Status Master are displayed in table
    • Note: If user want to inactive one Status Master, then user should transfer all the Employees in the existing Status Master to another Status Master
    • Click on Add Icon
    • User can add new Status Master in field
    • Click on the Submit button, a new Status Master is added to the table
    • User can update the Status Master name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.3 Client Associate Type — Help › For Admin › CRM Field Force Management › 1.3 Client Associate Type
  • 🔹 1.3.a Associate Type — Help › For Admin › CRM Field Force Management › 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
    • Duplicate Associate Types are not allowed
    • Added Associate Types are displayed in table
    • Note: If user want to inactive one Associate Types, then user should transfer all the Employees in the existing Associate Types to another Associate Types
    • Click on Add Icon
    • User can add new Associate Type in field
    • Click on the Submit button, a new Associate Type is added to the table
    • User can update the Associate Type name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.3.b Qualifications — Help › For Admin › CRM Field Force Management › 1.3.b Qualifications
    • User creates Qualifications by selecting Qualifications radio button, and change status Active and Inactive for the created Qualifications
    • Duplicate Qualifications are not allowed
    • Added Qualifications are displayed in table
    • Note: If user want to inactive one Qualification, then user should transfer all the Employees in the existing Qualification to another Qualification
    • Click on Add Icon
    • User can add new Qualification in field
    • Click on the Submit button, a new Qualification is added to the table
    • User can update the Qualification name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.3.c Specializations — Help › For Admin › CRM Field Force Management › 1.3.c Specializations
    • User creates Specializations by selecting Specializations radio button, and change status Active and Inactive for the created Specializations
    • Duplicate Specializations are not allowed
    • Added Specializations are displayed in table
    • Note: If user want to inactive one Specializations, then user should transfer all the Employees in the existing Specialization to another Specialization
    • Click on Add Icon
    • User can add new Specialization in field
    • Click on the Submit button, a new Specializations is added to the table
    • User can update the Specialization name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.4 Leave Policies — Help › For Admin › CRM Field Force Management › 1.4 Leave Policies
    • Super Admin can see common rules for all leave types
    • Super Admin can edit common rules by clicking on Edit button
    • Super admin able to see default leave types and if admin wants to edit the leave type can edit by clicking on Edit button
    • Click on Submit button, edited data will save
  • 🔹 2. Sales Manager — Help › For Admin › CRM Field Force Management › 2. Sales Manager
  • 🔹 2.1 GPS Monitoring — Help › For Admin › CRM Field Force Management › 2.1 GPS Monitoring
    • Super Admin can see branch wise, manager wise all employees live tracking
  • 🔹 2.2 Clients Reports — Help › For Admin › CRM Field Force Management › 2.2 Clients Reports
    • Super Admin can see branch wise, manager wise all employees clients reports
  • 🔹 2.3 Employee Activity Report — Help › For Admin › CRM Field Force Management › 2.3 Employee Activity Report
    • Super Admin can see branch wise, manager wise all employees activity reports
  • 🔹 2.4 Employee Tracking Log Report — Help › For Admin › CRM Field Force Management › 2.4 Employee Tracking Log Report
    • Super Admin can see branch wise, manager wise all employees tracking log reports
  • 🔹 3. Super Admin — Help › For Admin › CRM Field Force Management › 3. Super Admin
  • 🔹 3.1 Client Associate Reports — Help › For Admin › CRM Field Force Management › 3.1 Client Associate Reports
    • Super Admin can see Associate Type wise, Qualification wise and Specialization wise all employees' reports
  • 🔹 3.2 Monthly Attendance Reports — Help › For Admin › CRM Field Force Management › 3.2 Monthly Attendance Reports
    • Super Admin can see branch wise, manager wise all employees' monthly attendance reports

Help › For Admin › Claims Management​

Source: https://help.spryple.com/help/for-admin/claims-management/ · last modified 2025-01-22

Screens / options (3): Claim Management for Finance Manager · Claim Dashboard for Finance Manager · Claim Approval

  • 🔹 Claim Management for Finance Manager — Help › For Admin › Claims Management › Claim Management for Finance Manager
    • After successfully logging in, click on the Claim Management module in the left navigation menu
    • Employee will be able to see the Employee Dashboard and Claim Request
    • By default, Employee Dashboard will be displayed
    • Dashboard contains Claims Count by Status (‘Current Month’), Claims Scorecard, Reimbursement Type by Paid Amount
    • “Claims Count by Status (‘Current Month’)” - Displays the claims count by status for current month. Pending, Verified, Approved, Paid, Rejected, Total Claims count is displayed
    • Settlement Ratio is displayed for Claims paid Vs Total Claims
    • Alerts are displayed for the claim requests
    • Claims Scorecard – Displays the Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount
    • Reimbursement Type by Paid Amount – Displays the graphical representation of Paid Amount for Reimbursement Types
  • 🔹 Claim Dashboard for Finance Manager — Help › For Admin › Claims Management › Claim Dashboard for Finance Manager
  • 🔹 Claim Approval — Help › For Admin › Claims Management › Claim Approval
    • On clicking 'Claim Approval', the Claim Approval page will be displayed
    • Claims verified by the Manager are displayed in “Claim Approval” for Finance Manager
    • On the Claim Approval page, ‘City-Branch’, ‘Manager’, ‘Select Employee’, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, the current date will be displayed in the date's fields
    • Based on the branch, manager, employee selected in the respective options, the finance manager will be able to view their claim requests
    • A Search box will be displayed at the top right of the table
    • Manager can search for any claim Approval in the table as needed
    • In the table, there are four tabs (Verified, Approved, Paid and Rejected) available for viewing the claim approval status
    • If the claim request is verified by the manager, it will remain under the 'Verified' tab
    • If the Finance Manager approves the claim request, it will remain under the 'Approved' tab
    • If the claim amount has been settled with the employee, it will remain under the 'Paid' tab
    • If the Manager or Finance Manager rejects the claim request, it will remain under the 'Rejected' tab
    • Finance Manager can check the claim request by using the View Icon under Action column

Help › For Admin › Time Sheet Management​

Source: https://help.spryple.com/help/for-admin/time-sheet-management/ · last modified 2025-05-29

Screens / options (6): 1. Admin Login · 1.1 Client · 1.2 Project · 1.3 Assign Team · 1.4 Task · 1.5 Project Roles

  • 🔹 1. Admin Login — Help › For Admin › Time Sheet Management › 1. Admin Login
  • 🔹 1.1 Client — Help › For Admin › Time Sheet Management › 1.1 Client
    • User creates Client and changes the status to Active and Inactive for the created Client.
    • Duplicate Clients are not allowed.
    • Added Clients are displayed in table
    • Click on Add Icon
    • Users can add a new Client by filling all fields.
    • Client, Contact Name, Designation, Contact Number, Email, Start Date, Address, Country, State, City and Pin code.
    • Click on the Submit button, success popup will display, and a new client is added to the table.
    • User can update the Demo Status name by clicking on , after updating click on “save” icon Updated text is saved
  • 🔹 1.2 Project — Help › For Admin › Time Sheet Management › 1.2 Project
    • User creates Project and changes the status to Active and Inactive for the created Project.
    • Duplicate Projects are not allowed.
    • Added Projects are displayed in table
    • Click on Add Icon
    • Users can add a new Project by filling all fields
    • Click on the Submit button, success popup will display, and a new project is added to the table.
    • User can update the Client by clicking on , after updating click on “Submit” button updated text is saved
  • 🔹 1.3 Assign Team — Help › For Admin › Time Sheet Management › 1.3 Assign Team
    • User creates Assign Team and changes the status to Active and Inactive for the created Assign Team.
    • Added Assign Teams are displayed in table
    • Click on Add Icon
    • Users can add a new Assign Team by filling all fields
    • Click on the Submit button, success popup will display, and a new Assign Teams is added to the table.
    • User can update the client by clicking on , after updating click on “Submit” button updated text is saved
  • 🔹 1.4 Task — Help › For Admin › Time Sheet Management › 1.4 Task
    • User creates Task and changes the status to Active and Inactive for the created Task.
    • Duplicate Task are not allowed.
    • Added Tasks are displayed in table
    • Click on Add Icon
    • Users can add a Task by filling all fields
    • Click on the Submit button, success popup will display, and a new Task is added to the table.
    • User can update the Task by clicking on , after updating click on “Update” button updated text is saved
  • 🔹 1.5 Project Roles — Help › For Admin › Time Sheet Management › 1.5 Project Roles
    • User can create Project Role
    • Duplicate Project Role are not allowed.
    • Added Project Role are displayed in table
    • User can update the Project Role by clicking on , after updating click on “Update” button updated text is saved.

For Managers​

Help › For Managers › Exit Management​

Source: https://help.spryple.com/help/for-managers/exit-management/ · last modified 2025-01-30

Screens / options (3): Separation pending approvals · Separation Pending Checklist/Offboarding Pending Checklist · Termination

  • 🔹 Separation pending approvals — Help › For Managers › Exit Management › Separation pending approvals
    • If any employee applies for Separation, that employee details display in this screen to HR manager approval.
    • Login with HR Manager credentials
    • Click on Exit Management in the left menu and click on Separation Pending Approvals
    • By clicking on View button , HR manager can see the employee’s Separation details.
    • HR manager can approve/reject the Separation request
    • HR manager selects the Approve Exit Date and enter reason to approvals, and then click on submit button
    • If the HR manager rejects the request, enter reason for rejection, and then click on the submit button. Status is changed from submitted to approved
  • 🔹 Separation Pending Checklist/Offboarding Pending Checklist — Help › For Managers › Exit Management › Separation Pending Checklist/Offboarding Pending Checklist
    • After completion of approvals, approved employee information will be displayed in Separation Pending Checklist.
    • All the checklist added in Master screen is shown for that employee.
    • To check the employee Off boarding checklist, click on button.
    • After the Offboarding checklist is finished, HR manager updates it.
    • In this way, all the check lists are updated by the HR Manager.
    • If all the checklists are closed/done, “No due” button is enabled. HR manager should select the No due option, then click on Button.
    • Employee check list status will be changed to Completed from Pending.
  • 🔹 Termination — Help › For Managers › Exit Management › Termination
    • Here is the procedure for applying employee termination request:
    • If Organization wants to terminate the employee, HR manager can do the following process to terminate the employee.
    • Click on button termination present in the exit module.
    • Select employee name, select termination category and click on terminate button.
    • You will get a alert message, click on Yes for approval. Otherwise, click on No to cancel the request
    • After termination, the terminated employee details are displayed in the Termination Pending Checklist page.
    • All the checklist added in Master screen is shown for that employee.
    • To check the employee Off boarding checklist, click on button.
    • After the Termination checklist is completed, HR manager updates the checklist.
    • Like that, all the check lists are updated by the HR Manager.
    • If all the checklists are closed/done, no due button will be enabled. HR manager should select the No due option, then click on Button. Employee checklist status is changed to Completed from Pending.

Help › For Managers › Learning Management System (LMS)​

Source: https://help.spryple.com/help/for-managers/learning-management-system-lms/ · last modified 2025-09-01

Screens / options (3): Manager · Dashboard · Reports

  • 🔹 Manager — Help › For Managers › Learning Management System (LMS) › Manager
  • 🔹 Dashboard — Help › For Managers › Learning Management System (LMS) › Dashboard
    • In Manager dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed.
  • 🔹 Reports — Help › For Managers › Learning Management System (LMS) › Reports
    • In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed.

Help › For Managers › Employee Management​

Source: https://help.spryple.com/help/for-managers/employee-management/ · last modified 2025-01-02

Screens / options (10): Login with HR manager to Add an Employee · HR manager Main Dashboard · Adding New Hire · Employee Directory · User Login · Onboarding Pending Checklist · Document Approval · Induction Program · Employee Reports · Excel Upload

  • 🔹 Login with HR manager to Add an Employee — Help › For Managers › Employee Management › Login with HR manager to Add an Employee
  • 🔹 HR manager Main Dashboard — Help › For Managers › Employee Management › 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.
  • 🔹 Adding New Hire — Help › For Managers › Employee Management › Adding New Hire
    • Click on “New Hires” option from HR Manager section.
    • On click New Hires, added employees are displayed with status as Hired.
    • Select Joined or Hired radio button, accordingly employees list is displayed
    • To add a new employee, click on the Add icon.
    • Enter Employee information (First name, Middle Name, Last name, Email, Hired On, Joining Date, Designation, Mobile Number, Emergency Contact Number) and click on Submit
    • On successful submission, Employee is added in “New Hires” and an Acknowledgement form will be sent to employee’s email.
    • Employee need to enter their basic information through received link.
    • Employee can enter their Personal Information, Contact Information, Family Details, Work Experience, Education Details and upload requested documents.
    • Note: If Employee does not have registered email, HR can add the employee information in “CANDIDATE DATA” in New Hires.
  • 🔹 Employee Directory — Help › For Managers › Employee Management › 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”.
    • HR adds the Personal Information of employees in the above screen after clicking on Employee Directory
    • HR manager adds Work Information to the new employee. In this Work Information, HR Manager can add details like Official Email, select Employment Type, assign Employee Role, assign Employee working location, select Employee Designation, Employee Department, assign Employee reporting manager)
    • HR Manager can update employee's role if there are any changes
    • HR Manager can also update Reporting Manager for any employee
    • Along with Work information, HR manager adds Personal Contact Information of Employee includes Residence Address, Country, State, City, Pin Code
    • Also HR Manager can add Family Details of employee which includes Name, Contact Number, Gender, Relationship,Status and click on Add button
    • Click on Save button after adding all the mandatory fields
    • HR Manager can also add Contract/Promotions, Bank Details, Work Experience, Education, Documents Upload
    • On successful submission, all the added Employee information reflects in “Employee Directory”
    • If HR manager missed any information to add or update any employee information, HR adds/updates the information by using Edit button
    • HR Manager can edit the information which includes Personal Information, Work Information, Personal Contact Information by clicking on “Edit” button
    • After completion of the entire process, Admin receives Email about credentials creation to the new employee.
    • On successful addition of new hire and required information, an email is sent to Admin to create the Credentials to the New Employee.
    • Admin creates the new employee credentials and then employee receives the credentials information
    • Now, New employee will login the application with their credentials.
  • 🔹 User Login — Help › For Managers › Employee Management › User Login
    • Enter Company Code, Username, Password and click on Login.
    • On successful login, Main dashboard is displayed with basic employee information, Announcements, Alerts and Pending Leave/ Attendance requests
  • 🔹 Onboarding Pending Checklist — Help › For Managers › Employee Management › Onboarding Pending Checklist
    • If New employee added, HR manager checks the employee Onboarding checklist.
    • All the master's checklist (Onboarding) will assign to every new employee.
    • To check the employee checklist, click on button.
    • After the checklist process, the HR manager will update the checklist.
    • All the checklists are updated by the HR Manager accordingly.
    • If all the checklists are closed/done, then No Due button is enabled. HR manager selects the No due option, then click on “Submit” Button. Employee checklist status is changed to “Completed” from “Pending” status.
    • Note: Employee can see the Checklist status in their login.
  • 🔹 Document Approval — Help › For Managers › Employee Management › Document Approval
    • Employee uploaded documents are displayed to HR in Document approval screen.
    • Note: If HR uploaded documents on behalf of an employee, then they are automatically approved. Those uploads need not be approved.
    • Documents can be viewed by clicking on “View” icon
    • HR can approve or reject the uploaded documents by clicking on Approve & Reject buttons accordingly.
    • After approval, employees will receive the Email regarding the approved documents.
    • If any document is rejected, Employee receives an email to Re-Upload the valid document.
    • Once Employee Re-Uploads the document, HR manager receives an email regarding the document upload of the employee.
  • 🔹 Induction Program — Help › For Managers › Employee Management › Induction Program
    • HR manager can create Induction program.
    • Click on the add button to create a new induction program.
    • The HR manager enters the required fields to create a new Induction Program.
    • Click on Submit button, new induction program will be added in the table.
    • HR assigns the employee to that induction program by using assign button
    • After clicking on assign button, all the employee list is displayed. HR selects employees required for that induction program.
    • Click on Submit button after selecting the employees.
    • Selected employees receive the Email regarding the Induction Program.
    • HR manager can edit and cancel the Induction Program. Employees will receive the Emails regarding updated and cancelled Induction Program.
    • Note: If an Employee selected to particular induction program, that induction program details will be displayed in Employee login and main dashboard.
  • 🔹 Employee Reports — Help › For Managers › Employee Management › Employee Reports
    • HR Manager can check any information about employee
    • HR manager can select column names by using button
    • HR manager will get the reports, based on selection
    • HR manager can download the reports by clicking on button
  • 🔹 Excel Upload — Help › For Managers › Employee Management › Excel Upload
    • HR Manager can also dump multiple employee's data through Excel upload
    • User click on Select File option and uploads Excel file
    • Uploaded excel file with employee's data is uploaded, and data is saved in employee directory
    • HR manager can also download the data by clicking on button

Help › For Managers › Attendance Management​

Source: https://help.spryple.com/help/for-managers/attendance-management/ · last modified 2025-04-25

Screens / options (30): Managers · Dashboard · 1)Add a request (Dashboard) · 2)Request Behalf of Employee (Side Navigation) · 1) Approve from Main Dashboard · 2) Approve request (Dashboard) · 3) Pending Approvals (Side Navigation) · Excel Upload · Summary Report · Manager Detailed Report · Shift configuration · Late Attendance Report · Approval History · Approve Shift Change Request · Shift wise Report · Week off configuration · Shift rotation Sequences · Approve Permission · Assign Rotation Shift · Permission History · Manager Attendance Regularization · Regularization Approval · Reassign Rotation Shift · Punch Summary Report · Missed Punch Report · Current Day Attendance Report · Overtime Report · Extra Days & Penalty Report · Extra Days · Penalty Days

  • 🔹 Managers — Help › For Managers › Attendance Management › Managers
    • Manager can see the main dashboard with all the Pending Approvals and attendance absent counts with employees list are displayed in the Calendar
    • Manager can mark employee’s attendance request in following 2 ways:
    • Add a request (Dashboard)
    • Request behalf of employee
  • 🔹 Dashboard — Help › For Managers › Attendance Management › Dashboard
    • Manager can see ‘Add a Request’ option under “Request Behalf of Employee” section on their dashboard.
  • 🔹 1)Add a request (Dashboard) — Help › For Managers › Attendance Management › 1)Add a request (Dashboard)
    • Click on “Add a request”, Request Behalf of Employee page is displayed.
    • Display Employee Name, by default Employee Name is displayed and disabled
    • Select Work type from dropdown
    • From date, by default is displayed and disabled
    • To date, by default is displayed and disabled
    • Enter Reason
    • Add attachment
    • On click “Submit”, attendance request is submitted and approved
  • 🔹 2)Request Behalf of Employee (Side Navigation) — Help › For Managers › Attendance Management › 2)Request Behalf of Employee (Side Navigation)
    • Click on “Request Behalf of Employee”, Request Behalf of Employee page is displayed
    • Select Employee Name from dropdown
    • Select Work type from dropdown
    • Select From date from calendar, select to date from calendar
    • Enter Reason
    • Add attachment
    • On click “Submit”, attendance request is submitted and approved
    • Note: After completion of manager request submission. Manager can see the records here
    • Manager can approve Attendance request in following 3 ways:
    • Team option in Main Dashboard
    • Approve request (Dashboard)
    • Pending Approvals
  • 🔹 1) Approve from Main Dashboard — Help › For Managers › Attendance Management › 1) Approve from Main Dashboard
    • Manager can Approve the team attendance and leave request from team option in main dashboard
    • Note: On click “Approve attendance” It navigates to Approval for attendance page. Here Reporting manager can approve or reject the attendance requests.
  • 🔹 2) Approve request (Dashboard) — Help › For Managers › Attendance Management › 2) Approve request (Dashboard)
    • Click on “Approve request”, Approval for Attendance page is displayed.
    • Data is displayed and all fields are disabled with Approve and Reject buttons.
    • On click “Approve”, Approval popup will be displayed.
    • On click Submit, attendance request is approved.
    • On click “Reject”, Reject popup is displayed.
    • Enter the reason for rejection.
    • On click Submit, attendance request is rejected.
  • 🔹 3) Pending Approvals (Side Navigation) — Help › For Managers › Attendance Management › 3) Pending Approvals (Side Navigation)
    • Click on “Pending Approvals”, Pending approvals page is displayed.
    • Details are displayed in table with status ‘Submitted’.
    • Manager can click on Approve for approving the request and reject for rejecting the attendance request
    • Also, can click on View icon, Approval for Attendance page is displayed.
    • Data is displayed and all fields are disabled with the Approve and Reject buttons.
    • On click “Approve”, Approval popup is displayed.
    • On click Submit, attendance request is approved.
    • On click “Reject”, Reject popup is displayed
    • Enter the reason for rejection
    • On click Submit, attendance request is rejected
  • 🔹 Excel Upload — Help › For Managers › Attendance Management › Excel Upload
    • Click on “Excel Upload” option in Left menu
    • Click on “select a file” button to upload a file
    • File explorer will open
    • Select file from your system & Click on Open
    • Manager will see the selected file information in a table
    • Click on “submit” button, data is saved
    • Note: Implementation team will provide the suggested Excel sheet
  • 🔹 Summary Report — Help › For Managers › Attendance Management › Summary Report
    • Manager can see the employee's summary report. Click on summary report
    • Manager should select the period of date based on requirement
    • Manager can download his/her employee’s information, by clicking on Excel & PDF icons.
  • 🔹 Manager Detailed Report — Help › For Managers › Attendance Management › Manager Detailed Report
    • Manager can see the employee's Attendance details report. Click on Detailed report
    • Manager can download his/her employees attendance information, by clicking on Excel & Pdf icons.
    • Once Employee Re-Uploads the document, HR manager receives an email regarding the document upload of the employee.
  • 🔹 Shift configuration — Help › For Managers › Attendance Management › Shift configuration
    • Manager can assign the shifts and week offs for assigned employee’s (Shift days & Week offs)
    • Select Shift, Shift duration (From date & To date) & select week offs
    • Select Employee’s
    • Click on submit button to assign the Shift
  • 🔹 Late Attendance Report — Help › For Managers › Attendance Management › Late Attendance Report
    • Manager can see the employee’s late attendance report
    • Manager can search specific employee late attendance report with period or can see the all-employee’s late attendance report
    • Click on search button to get the late attendance data
    • Manager can download his/her employees late attendance information, by clicking on Excel & Pdf icons
  • 🔹 Approval History — Help › For Managers › Attendance Management › Approval History
    • Approved, rejected attendance requests are displayed in the table
    • Manager can see the full information by clicking on view button
  • 🔹 Approve Shift Change Request — Help › For Managers › Attendance Management › Approve Shift Change Request
    • Login with Manager credentials and click on Attendance Management in the side menu
    • On click, Approve Shift Change Request in the side menu under manager screens then Applied shift change requests from employees are displayed
    • Manager can see the full information by clicking on view button
    • Manager selects the employee from the drop down to swap shift between employees
    • Click on Approve
    • Manager can reject the Employee shift change request by clicking on Reject button
  • 🔹 Shift wise Report — Help › For Managers › Attendance Management › Shift wise Report
    • Reporting manager can see the Employee attendance status Shift wise in this page
    • Reporting manager can select the period of time to check the employee attendance
    • Manager can check all the employee's attendance status by clicking on view button
    • On click view icon, user can see the list of attendance for the current date with S.No, Shift, Employee name and Status
  • 🔹 Week off configuration — Help › For Managers › Attendance Management › Week off configuration
    • click on week off configuration in side navigation
    • Manager can view particular employee week off details by clicking on view icon
    • Click on close
    • Click on weekly off check box on which day we need as week off and click on check box in table to assign week offs to employee
    • Click on submit
  • 🔹 Shift rotation Sequences — Help › For Managers › Attendance Management › Shift rotation Sequences
    • Click on shift rotation sequences on side navigation and click on add button
    • Location name will display by default were manager located
    • Enter Rotation name
    • Select please select shift
    • Note: In “Please select shift” dropdown only admin created shifts will display
    • Selected shifts will display in shifts order
    • Manager can delete shift by clicking on delete icon
    • Click on submit
    • Selected rotation name with shift order will display in table
  • 🔹 Approve Permission — Help › For Managers › Attendance Management › Approve Permission
    • Click on approve permission in side navigation
    • Note: Employee submitted permission request record will display in table
    • Manager can edit the record by clicking on edit icon
    • After editing click on save icon/cancel icon if manger wants to cancel that edited record
    • Click on approve icon to approve permission request
    • Click on reject icon to reject permission request
  • 🔹 Assign Rotation Shift — Help › For Managers › Attendance Management › Assign Rotation Shift
    • Click on assign rotation shift in side navigation
    • Click on add button
    • Select location dropdown then rotation shift and table will display
    • Select rotation shift
    • Click on check box
    • Note: Rotation shift not assigned employees will display in table.
    • Click on submit
  • 🔹 Permission History — Help › For Managers › Attendance Management › Permission History
    • Click on permission history in side navigation
    • If Manager approves employee's permission request status will be in “Approved”
    • If Manager rejects employee's permission request status will be in “Rejected”
    • If employee deleted submitted permission request status will be in “Deleted”
    • If employee canceled record after manger gets approved that record status shows “cancelled”
  • 🔹 Manager Attendance Regularization — Help › For Managers › Attendance Management › Manager Attendance Regularization
    • Note: In manager attendance regularization that particular manager assigned employee’s attendance regularization records will display
    • Click on the 'Full Day' radio button to display the list of employees marked as fully absent or single punch in
    • Use multi selection for attendance
    • Click on attendance request icon to submit attendance Click on leave request icon, confirmation message will be displayed "Click on 'Yes' to submit and approve the leave request."
    • Click on Half Day radio button, Half Day present employee list will display
    • Click on Half Day Regularization icon
    • Click on attendance to submit attendance request
    • Click on Leave to submit Leave request
  • 🔹 Regularization Approval — Help › For Managers › Attendance Management › Regularization Approval
    • Click on regularization approval in side navigation
    • User can select multiple records at time
    • Click on approve icon to get approved
    • Click on reject icon to get rejected
  • 🔹 Reassign Rotation Shift — Help › For Managers › Attendance Management › Reassign Rotation Shift
    • Select location dropdown then rotation shift and table will display
    • Select rotation shift
    • Select start shift
    • Select applicable date in calendar
    • Click on check box
    • Click on submit
  • 🔹 Punch Summary Report — Help › For Managers › Attendance Management › Punch Summary Report
    • Select Employee name and month
    • User can search employee name in employee name dropdown
    • User can see the assigned employees check-in and check-out time
    • On click details Hyperlink
    • User can see employee punch details
    • On click Close button punch summary report screen will display
    • User can download Excel file and see the employees data
  • 🔹 Missed Punch Report — Help › For Managers › Attendance Management › Missed Punch Report
    • User can select the Month & Year, Employee name dropdown
    • On click Search
    • User can search individual employee name dropdown
    • Data will be displayed in table
    • User can see only assigned employees data
    • User can search with Emp.ID and Emp.Name
  • 🔹 Current Day Attendance Report — Help › For Managers › Attendance Management › Current Day Attendance Report
    • Select All Employees
    • Click on search button and data will be display in table
  • 🔹 Overtime Report — Help › For Managers › Attendance Management › Overtime Report
    • Click on the Overtime Report in the side menu under the HR Manager login
    • Select ‘Location and Month & Year’
    • Click on search
    • Note: “If an employee works more than the shift hours, the extra hours will be considered as OT hours and displayed in the Overtime Report table.”
  • 🔹 Extra Days & Penalty Report — Help › For Managers › Attendance Management › Extra Days & Penalty Report
  • 🔹 Extra Days — Help › For Managers › Attendance Management › Extra Days
    • Click on extradays radio button
    • Extra days page will display
    • User can select the month then click on search button
    • Based on pay schedule window extra days will display in table
    • All location employees’ data will be display in table
    • User can be able to download PDF and Excel
    • User can search with Emp ID and Emp Name
    • Here weekoff present days, Holiday present days and slab count will display in table
    • Click on Clear button selected month data will be cleared, and current month data will display in table
  • 🔹 Penalty Days — Help › For Managers › Attendance Management › Penalty Days
    • Click on Penalty days radio button
    • Penalty days page will display
    • User can select the month then click on search button
    • Based on pay schedule window penalty days will display in table
    • All location employees’ data will be display in table
    • User can be able to download PDF and Excel
    • User can search with Emp ID and Emp Name
    • Here late attendance and week off absent deduction penalty days will display in table

Help › For Managers › Leave Management​

Source: https://help.spryple.com/help/for-managers/leave-management/ · last modified 2025-05-05

Screens / options (17): Manager Leave Dashboard · Pending Requests · Approve · Reject · Review & approve · Pending Comp-off · Pending Cancellation Requests · Leave History · Comp-off History · Detailed Report · Employee wise Report · Summary Report · Payroll Report · Request on Behalf of Employee · Comp off Request on Behalf of Employee · Optional Holiday Approval · Optional Holiday on Behalf of Employee

  • 🔹 Manager Leave Dashboard — Help › For Managers › Leave Management › Manager Leave Dashboard
    • User leave list:
    • Manager can see all the employee names (who applied for leaves and approved by manager) in the Calendar
  • 🔹 Pending Requests — Help › For Managers › Leave Management › Pending Requests
    • Manager can see the latest leave requests raised by employees
    • Manager can Approve, Reject, View the leave request
  • 🔹 Approve — Help › For Managers › Leave Management › Approve
    • Click on approve button to approve the employee leave request
  • 🔹 Reject — Help › For Managers › Leave Management › Reject
    • Click on Reject button to Reject the employee leave request
    • Manager need to enter the reason for rejecting the leave
    • Click on Submit
  • 🔹 Review & approve — Help › For Managers › Leave Management › Review & approve
    • Manager can approve or reject the leave request, click on approve button
  • 🔹 Pending Comp-off — Help › For Managers › Leave Management › Pending Comp-off
    • Manager can see the latest comp-off requests raised by employees
    • Manager can Approve, Reject & View the Comp-off request
  • 🔹 Pending Cancellation Requests — Help › For Managers › Leave Management › Pending Cancellation Requests
    • Manager can see the latest cancelled requests raised by employees
    • Manager can Approve, Reject & View the Leave cancelation request
  • 🔹 Leave History — Help › For Managers › Leave Management › Leave History
    • Manager can see all the approved, rejected, Deleted leave requests
  • 🔹 Comp-off History — Help › For Managers › Leave Management › Comp-off History
    • Manager can see all the approved, Utilized, Expired comp-off requests
  • 🔹 Detailed Report — Help › For Managers › Leave Management › Detailed Report
    • Manager can get employee wise, date wise, leave type wise & designation wise leave reports
  • 🔹 Employee wise Report — Help › For Managers › Leave Management › Employee wise Report
    • Managers need to select Employee name & period of time
    • Click on search button
    • Managers need to select dates from calendar, week, leave type, Leave Status and Designations drop downs & "All” Option to Employee name
    • Managers need to select "All” Option to Employee name, period of time & select particular leave type
    • Manager can filter Leave status wise & designation wise
    • Manager can download employees Detailed report by clicking on Excel & Pdf icons
  • 🔹 Summary Report — Help › For Managers › Leave Management › Summary Report
    • Manager can get Total worked days & Total Leaves count information
    • Manager can download employees Summary report by clicking on Excel & Pdf icons
  • 🔹 Payroll Report — Help › For Managers › Leave Management › Payroll Report
    • Manager can get Leaves approved count, Loss of pay Count & Absents count in this page
    • By default, Current month status displayed
    • Manager can see the single employee payroll report by selecting employee name
    • Manager can download employees Payroll report by clicking on Excel & Pdf icons
  • 🔹 Request on Behalf of Employee — Help › For Managers › Leave Management › Request on Behalf of Employee
    • Behalf of an employee manager will request for leave
    • Click on request on behalf of an employee in the left menu. Page will display and available leave balance will display for the selected employee in the drop down
    • Select employee name
    • Select available leave types
    • Select from date
    • Select to date
    • Leave count will display by default as per from date and to date
    • Enter reason
    • Click on submit leave request will be applied
    • After submitting the request, it is auto approved
    • Manager can also see the available leave balance for the selected employees
  • 🔹 Comp off Request on Behalf of Employee — Help › For Managers › Leave Management › 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.
    • Select Employee Name dropdown
    • Select Worked Date
    • Select Leave Date
    • Enter Reason
    • Click on submit comp off will be applied.
  • 🔹 Optional Holiday Approval — Help › For Managers › Leave Management › Optional Holiday Approval
    • Note: Employee applied optional holiday request those records will be display in “optional holiday pending approval screen”.
    • User can select ‘From date and To date’
    • Click on search data will be display in table
    • By default, pending request records will display in table
    • Click on approve button the approved status will display in employee screen and manager approved list table
    • Click on Approved radio button, approved records will display in table
    • User can search with employee name in search field
    • On click Reject button, reject reason field will display and user able to enter reason
    • Click on Submit (Request will be Rejected)
    • Reject status will display in employee login and manager Rejected Table
    • Rejected record will display in Reject Table
    • On click Reject Radio button, Request rejected records will display in table
  • 🔹 Optional Holiday on Behalf of Employee — Help › For Managers › Leave Management › Optional Holiday on Behalf of Employee
    • Note: Manager can apply the optional holiday leave on behalf of employee
    • Click on button
    • User will be able to select ‘Employee Name from the dropdown, Optional Holiday from the dropdown and enter Remarks’
    • Click on submit button
    • Approved records will be display in table
    • User will be able to search employee name in search field

Help › For Managers › Payroll Management​

Source: https://help.spryple.com/help/for-managers/payroll-management/ · last modified 2024-12-30

Screens / options (29): Finance Manager · EPF · ESI · Pay Schedule · Pay group · Pay group configuration · Assign Pay Group · Reassign Pay group · Monthly Payroll (Generate Payroll) · Monthly Payroll Report (View generated Payroll) · EPF Report · ESI Report · Professional Tax Report · Professional Tax (View) · Payroll Messages Master · Employee Payments Report · Leave Balance Report · Other Deductions · Manage Other Deductions · Bank Wise Salary Summary · EPF deduction · ESI category · Detailed Payroll Report · Employee Pay group List · Advance Salary Report · Payable Days Report · TDS Distribution · Variable Pay Distribution · Variable Pay Schedule

  • 🔹 Finance Manager — Help › For Managers › Payroll Management › Finance Manager
    • User should login with finance manager credentials and click on Payroll module
    • Finance Dashboard
    • User can select Past months & Departments to check the employee's total salary, EPF, ESI & PF details.
  • 🔹 EPF — Help › For Managers › Payroll Management › EPF
    • Click on EPF in the side menu
    • EPF configuration page is displayed with by default configuration
    • Click on Edit button to update the EPF Configuration
    • Admin can change all the configuration rules, based on organization rules. (Employee contribution and Employer's contribution & Admin charges, EDIL contribution)
    • Click on save button to save the latest updates
  • 🔹 ESI — Help › For Managers › Payroll Management › ESI
    • Click on ESI in the side menu
    • ESI configuration page is displayed by default configurations
    • Here, User can check or uncheck the option” Include Employer’s contribution in the CTC”. Based on this selection, Employee's will get the ESI amount
    • User can Add & Edit ESI Number State wise ESI number in this screen
  • 🔹 Pay Schedule — Help › For Managers › Payroll Management › Pay Schedule
    • Click on Pay Schedule page
    • Pay schedule configuration page is displayed. Earlier configuration displayed by default
    • Click on edit button to change the configuration
    • All the configuration rules will display, now user can change the pay schedule rules as per organization rules
    • If user wants Same payroll and leave window. Users should select the YES option
    • If user selects YES option, Both Payroll window and Leave window are same
    • Example: Organization wants to pay the salary to employee's 1st to last day of the month Based on this selection, the application will calculate the salary
    • If user wants different payroll and leave window. Admin should select No option
    • If admin selects No option, Both Pay roll window and Leave window are different
    • Admin can select the leave window dates
    • Example: Organization wants to pay the salary to employees 25th to next month 24th User should select the date Previous month 25 and present month 24 Based on this selection, the application calculates the salary
    • If an organization wants to calculate monthly salary based on Actual days in a month
    • User should select Actual days in a month option
    • If an organization wants to calculate monthly salary based on Organization working days
    • On click Save to save the configurations
    • Based on these configurations, Employees salary will generate
  • 🔹 Pay group — Help › For Managers › Payroll Management › Pay group
    • In every organization, every employee has some range of salary with earnings and deductions
    • So, User can configure the that range of salary, Earnings & deductions
    • Click on the pay group page to configure the pay group
    • Click on the add button to add a new pay group
    • Add pay group page will display. Users can enter Pay group name, Start range & End range
    • Select Earings and Deductions based on Organization rules
    • Click on the save button to save the new pay group
    • The new pay group will be displayed in the pay group table with configuration in progress status
  • 🔹 Pay group configuration — Help › For Managers › Payroll Management › Pay group configuration
    • Click on Configuration Button to configure the pay group
    • All the selected Earnings and deduction components will be displayed
    • Click on configure button to give percentage or flat amount to that component
    • The Earning request page will display, here user can enter percentage or flat amount to the selected component
    • Note: Here users can check CTC percentage and Basic salary percentage. These percentages/flat amount will change automatically based on user inputs
    • Click on the submit button to save the changes.
    • Note: Few components are not allowed to flat amount, so user should give percentage only to that type of components. Flat amount option will be in disabled mode.
    • Note: User can change the component name as they wish. It will reflect in Pay slip. Like this user should enter percentages or flat amounts to all the selected components.
    • Then, pay group status is changed to “ACTIVE” from “Configuration in Progress”
    • Note: Active pay groups only display in assign group section. Otherwise, that pay group not displayed when user assigning to employee.
  • 🔹 Assign Pay Group — Help › For Managers › Payroll Management › Assign Pay Group
    • Click on “Assign Pay Group” to add the pay group to employee
    • Select Employee name, enter Employee CTC & Click on Search Button
    • Based on Given the CTC, pay group information will be displayed. Now, User can select one pay group to that employee. After selection, CTC breakdown pop up will displayed with monthly and annual salary details. This calculation will change based on EPF configuration
    • Click on the “Assign” button to save the data
    • Employee salary will be calculated based on this pay group and components
  • 🔹 Reassign Pay group — Help › For Managers › Payroll Management › 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.
    • There are two options with radio buttons to reassign pay group
    • Change the employee CTC without changing the Pay group
    • Change the employee CTC and Pay group
    • If we select the 1st option, then select employee and enter the new CTC in the new CTC text field and click on submit button
    • Then employee is assigned with new CTC with the same previous pay group
    • If we select the 2nd option, then need to enter new CTC in the text field and click on submit button
    • Then created pay groups based on CTC are displayed in the list and select one of them accordingly
    • Then New CTC with new pay group is assigned to the selected employee
  • 🔹 Monthly Payroll (Generate Payroll) — Help › For Managers › Payroll Management › Monthly Payroll (Generate Payroll)
    • Click on the monthly payroll page to generate the pay slip to employees
    • Only Finance Manager can generate payslip to the employees and employee can view pay slip in his/her login credentials in Payroll Management module
    • Select Financial year and month and year. All the employee names will be displayed
    • Select At least one employee or more and Click on Calculate Salary button to generate the salary slip
    • Note : Salary slips will be displayed in the employee dashboard in the employee login
  • 🔹 Monthly Payroll Report (View generated Payroll) — Help › For Managers › Payroll Management › 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
  • 🔹 EPF Report — Help › For Managers › Payroll Management › 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
  • 🔹 ESI Report — Help › For Managers › Payroll Management › 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
  • 🔹 Professional Tax Report — Help › For Managers › Payroll Management › Professional Tax Report
    • Login with Finance Manager credentials and click on Payroll Management module in the side menu
    • In this screen, Users will know the count of employees by selecting state
    • User should select the month and state, Click on Search button to get the employee information
  • 🔹 Professional Tax (View) — Help › For Managers › Payroll Management › 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
  • 🔹 Payroll Messages Master — Help › For Managers › Payroll Management › 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)
    • User can Update those messages by clicking on Edit
    • Users can edit error messages as they wish
    • Click on save, message updated
  • 🔹 Employee Payments Report — Help › For Managers › Payroll Management › Employee Payments Report
    • Click on Employee payments report, employee payments report page will display
    • Employee payments report screen fields will display
    • Select City-Branch, Manager & Month and Year fields
    • Finance manager can select branch wise reports
    • Click on search button data will be displayed in table for past months and current month with regularization
    • Details will display with Grand Total in table
  • 🔹 Leave Balance Report — Help › For Managers › Payroll Management › Leave Balance Report
    • Click on Leave balance report screen will display with data
    • Employee available leave balance will display in table
  • 🔹 Other Deductions — Help › For Managers › Payroll Management › Other Deductions
    • Click on other deductions, other deduction page will display
    • In other deductions screen, click on add button fields will display
    • Finance manager can give “deduction name and deduction amount” in fields
    • Click on submit button
    • Submitted data will display in table with edit icon
    • On click edit icon, details are displayed in respective fields
    • Finance manager can edit the deduction amount
    • Click on save button, edited data will display in other deduction table
  • 🔹 Manage Other Deductions — Help › For Managers › Payroll Management › Manage Other Deductions
    • Click on manage other deductions, pay group deduction mapping screen will display
    • On click add button fields will display
    • Finance manager can select “Pay group dropdown and Deduction dropdown”
    • On click “Add this Deduction” button and respective data will display in table
    • On click Cancel icon record will be removed
  • 🔹 Bank Wise Salary Summary — Help › For Managers › Payroll Management › Bank Wise Salary Summary
    • Click on bank wise salary summary, bank wise salary summary page will display
    • On click add button, “month & year and bank name dropdown” fields will display
    • Select Month & Year
    • Select Bank Name dropdown
    • On click search button
    • Display ESI deduction amount, EPF deduction amount and PT amount for all employees
    • Dispaly Pay group total employees' salary
    • If employee salary is pending check box is disable
    • Select checkboxes
    • Total amount will display
    • On click submit button
    • Submitted data will display in table
    • In bank wise salary summary screen, “Month and Year” field will display
    • Select payroll generated Month and Year
    • Data will display in table
    • Note : All Employees Total EPF, ESI, PT deduction amount will be displayed in table. No. of pay groups list will be displayed in Pay list.
    • On click EPF pay group salary category “view” icon, all employees' lists will display in table
    • Note : EPF pay group, ESI pay group and ESI & EPF pay group (based on admin pay group creation)
  • 🔹 EPF deduction — Help › For Managers › Payroll Management › EPF deduction
    • For all employees EPF deduction category
    • On click EPF category view icon, EPF report will display
    • Data will display in table
    • On click close icon page will be closed
    • On click PT category view icon, Employee list page will display
    • Select State dropdown
    • Employees data will display in table
    • Note : Only PT eligible employee's data will be displayed
  • 🔹 ESI category — Help › For Managers › Payroll Management › ESI category
    • On click ESI category view icon, employee list will display
    • Select State dropdown
    • ESI report will display
    • Note : only ESI eligible employees salary details will display
  • 🔹 Detailed Payroll Report — Help › For Managers › Payroll Management › Detailed Payroll Report
    • Click on detailed payroll report, detailed payroll report page will display
    • Previous month data should display by default
    • Select Month and Year
    • Click on search, data will display in table
    • Click on view icon pay slip screen will display
    • Users can download the pay slip.
  • 🔹 Employee Pay group List — Help › For Managers › Payroll Management › Employee Pay group List
    • Click on employee pay group list, employee pay groups screen will display
    • Display Employee Name, Location and Pay groups fields will display
    • Select Location dropdown and pay groups dropdown
    • Particular Location and pay group assigned employees data will in table
    • User will search with employee name and particular employee data will display
  • 🔹 Advance Salary Report — Help › For Managers › Payroll Management › Advance Salary Report
  • 🔹 Payable Days Report — Help › For Managers › Payroll Management › Payable Days Report
    • Here the user can select month
    • Select Branch Location
    • Select Manager and then click on search data will display in table
    • Here user can select employee in search field
  • 🔹 TDS Distribution — Help › For Managers › Payroll Management › TDS Distribution
    • Click on TDS Distribution
    • User click on TDS Entry
    • Select Month & City-Branch
    • Employees names will display in table
    • User able to search with employee name in search field
    • Select checkbox and enter amount
    • Click on submit
    • Data will save in TDS History
    • Click on TDS History
  • 🔹 Variable Pay Distribution — Help › For Managers › Payroll Management › Variable Pay Distribution
    • Click on variable pay distribution
    • Click on Variable pay entry
    • Select City-Branch
    • Select Calculation Period
    • Select Distribution period
    • Display Employee names
    • User able to select employee names in search field
    • User select check box and variable pay amount
    • Click on submit
    • Click on history
    • Employees data will display in table
  • 🔹 Variable Pay Schedule — Help › For Managers › Payroll Management › Variable Pay Schedule
    • On click variable pay schedule
    • User will be able to select distribution type Monthly share or Lump sum

Help › For Managers › CRM Field Force Management​

Source: https://help.spryple.com/help/for-managers/crm-field-force-management/ · last modified 2025-05-01

Screens / options (21): Manager Level Features · 1.1 GPS Monitoring · 1.2 Clients · 1.3 Attendance Summary Report · 1.4 Attendance Detailed Report · 1.5 Clients Report · 1.6 Employee Activity Report · 1.6.1 Summary · 1.6.2 Tracking Log · 1.7 Device Approvals · 1.8 Employee Tracking Log Report · 1.8.1 Employee Summary Details · 1.8.2 Activities · 1.8.3 Employee Tracking Details · 1.9 Team Travel Approvals · 1.10 Assignments Report · 1.11 Missed Punch Report · 1.12 Leave Approvals · 1.13 Configure Shift · 1.14 Week off Configuration · 1.15 Leave History

  • 🔹 Manager Level Features — Help › For Managers › CRM Field Force Management › Manager Level Features
    • Manager Login
    • The Manager has the features to Punch In/Punch Out, Live Tracking, Add Clients, Add Activity, Leave Request, Attendance Summary Reports, Attendance Detailed Reports, Clients Report.
  • 🔹 1.1 GPS Monitoring — Help › For Managers › CRM Field Force Management › 1.1 GPS Monitoring
    • Assigned employees Live Tracking will be displayed in the dashboard map.
    • By default, Live tracking will be displayed for the Current day date, but Manager can check for the past dates by selecting date in the date field.
    • Manager can also check for employee’s mobile battery percentage after they punch in and start tracking location
    • Total number of Employees ‘Punch in’ and ‘Punch out’ for the day will be displayed
  • 🔹 1.2 Clients — Help › For Managers › CRM Field Force Management › 1.2 Clients
    • All added Clients by the assigned Employees will be displayed under this screen.
    • Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads)
    • If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads.
    • Below the Clients List, we can see the Lead Age with different colour indications. Based on the activity status, we are able to know the age of the added client
    • If for the added Client the Activity Status was changed Call for Demo, Demo Pending, or Demo Completed, the Clients will be displayed accordingly under the concerned columns
    • If the Activity Status is anything other than CALL FOR DEMO, DEMO PENDING or DEMO COMPLETED then those Clients will be moved to the “Future Leads.”
    • Based on date selection Client list will display
    • Unselect ‘View All’ check box ‘From Date and To Date’ fields will display with calendar icon lection Client list will display
    • On click particular client, Added Client Details and Added Activity details will display and Manager able to add new activity and assign that activity to another employee if that client created employee is not available
    • Manager able to change assignment if assigned employee is not available
  • 🔹 1.3 Attendance Summary Report — Help › For Managers › CRM Field Force Management › 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.
    • In the Summary Report, Manager can see the data related to Employee’s First in and Last Out time, Total hours and Productive hours of employees will be displayed
    • Manager can download Attendance Summary Report in Excel and PDF Format
    • There is a hyperlink for the “Details” where the Manager gets the details of the Break hours taken by the Employees.
  • 🔹 1.4 Attendance Detailed Report — Help › For Managers › CRM Field Force Management › 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.
    • This report facilitates for the easier count of the Absents, Presents and Late Count of an Employees.
  • 🔹 1.5 Clients Report — Help › For Managers › CRM Field Force Management › 1.5 Clients Report
    • In the Clients Report all the details related to the Clients (added by Employees) will be stored.
    • Managers are provided with various filters and search options to filter the data and can get data accordingly.
    • Managers can download the whole Clients Report for any sort of analysis if required.
  • 🔹 1.6 Employee Activity Report — Help › For Managers › CRM Field Force Management › 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.
    • This report is also based on the Search criteria of the Employee Name field and Date fields.
  • 🔹 1.6.1 Summary — Help › For Managers › CRM Field Force Management › 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
    • On click View icon in Action column screen will navigate to Employee Tracking Log Report to check the details in detailed
  • 🔹 1.6.2 Tracking Log — Help › For Managers › CRM Field Force Management › 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.
    • On click on PDF and Excel icons, Manager able to download reports
  • 🔹 1.7 Device Approvals — Help › For Managers › CRM Field Force Management › 1.7 Device Approvals
    • If by any chance Employee changes the using device (Mobile) then the next login device requires approvals from the Manager.
    • So, all the Device Approvals will be displayed under this screen.
  • 🔹 1.8 Employee Tracking Log Report — Help › For Managers › CRM Field Force Management › 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.
    • This report is also based on the Search criteria of the Employee Name field and Date field.
  • 🔹 1.8.1 Employee Summary Details — Help › For Managers › CRM Field Force Management › 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
  • 🔹 1.8.2 Activities — Help › For Managers › CRM Field Force Management › 1.8.2 Activities
    • By clicking on Show, Activities will be displayed
  • 🔹 1.8.3 Employee Tracking Details — Help › For Managers › CRM Field Force Management › 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.
    • On click on PDF and Excel icons, Manager able to download reports
  • 🔹 1.9 Team Travel Approvals — Help › For Managers › CRM Field Force Management › 1.9 Team Travel Approvals
    • On clicking ' Team Travel Approvals ', the Team Travel Approvals page will be displayed
    • On the Travel Approvals page, ‘Select Employee’, 'From Date', 'To Date' and ‘Minimum Visits’ fields will be displayed, along with 'Search' and 'Clear' buttons
    • By default, All Employee option will be displayed in the Select Employee dropdown
    • By default, the current date will be displayed in the date fields
    • By default, “0” will be displayed in the Minimum Visits text field
    • In the table, there are six tabs (Pending, Verified, Approved, Travel Summary, Rejected, All) available for viewing the status
    • If the travel record t is waiting for verification from the manager, it will remain under the 'Pending' tab until the manager reviews it
    • Based on the selection, summary of the selected records will display in the ‘Selected Records Summary’ table and Manager will Verify or Reject the records
    • If the travel record is verified by the manager, it will appear under the 'Verified' tab
    • If the travel record is Approved by the Finance Manager, it will appear under the 'Approved' tab
    • The sum of all records related to Verified, Approved, Rejected, Claimed will display under the ‘Travel Summary’ tab
    • If the manager or Finance Manager rejects the travel record, it will be displayed under the 'Rejected' tab
    • All records related to Verified, Approved, Rejected, Claimed will display under the ‘All’ tab
  • 🔹 1.10 Assignments Report — Help › For Managers › CRM Field Force Management › 1.10 Assignments Report
    • On clicking 'Assignments', the Assignments page will be displayed
    • On the 'Assignment page, ‘Select Employee’, 'Scheduled From Date', ''Scheduled To Date' and ‘Select Status’ fields will be displayed, along with 'Search' and 'Clear' buttons
    • By default, All Employee option will be displayed in the Select Employee dropdown
    • By default, the current date will be displayed in the date fields
    • By default, All Status will be displayed in the Select Status dropdown
    • Search box will be displayed at the top right of the table
    • Manager can search for any Assignment in the table as needed
    • This report is also based on the Search criteria
  • 🔹 1.11 Missed Punch Report — Help › For Managers › CRM Field Force Management › 1.11 Missed Punch Report
    • On clicking ‘Missed Punch Report’, the Missed Punch Report page will be displayed
    • On the 'Assignment page, ‘Month and Year’, 'Employee Name, fields will be displayed, along with 'Search' and 'Clear' buttons
    • By default, present month will be displayed in the Month and Year dropdown
    • By default, All Employees option will be displayed in the Employee Name dropdown
    • Search box will be displayed at the top right of the table
    • Manager can search for any Assignment in the table as needed
    • This report is also based on the Search criteria
  • 🔹 1.12 Leave Approvals — Help › For Managers › CRM Field Force Management › 1.12 Leave Approvals
    • Manager can see the latest leave requests raised by employees
    • Manager can Approve, Reject, View the leave request
  • 🔹 1.13 Configure Shift — Help › For Managers › CRM Field Force Management › 1.13 Configure Shift
    • Manager can assign the shifts for assigned employee’s (Shift days)
    • Select Shift, Shift duration (From date & To date)
    • Select Employee’s
    • Click on submit button to assign the Shift
    • Manager can see Shift history by clicking on the view icon
  • 🔹 1.14 Week off Configuration — Help › For Managers › CRM Field Force Management › 1.14 Week off Configuration
    • Manager can assign the week offs for assigned employee’s (Week offs)
    • Select Weekly Off
    • Select Employee’s
    • Click on submit button to assign the week off
    • Manager can see Week off history by clicking on the view icon
  • 🔹 1.15 Leave History — Help › For Managers › CRM Field Force Management › 1.15 Leave History
    • Approved, rejected attendance requests are displayed in the table
    • Manager can see the full information by clicking on view button

Help › For Managers › Claims Management​

Source: https://help.spryple.com/help/for-managers/claims-management/ · last modified 2025-01-23

Screens / options (2): Claims Module for Manager · Claims Approval

  • 🔹 Claims Module for Manager — Help › For Managers › Claims Management › Claims Module for Manager
    • After successfully logging in, click on the Claims Management module in the left navigation menu
    • Employee will be able to see the Employee Dashboard and Claim Request
    • By default, Employee Dashboard will be displayed
    • Dashboard contains Claims Count by Status (‘Current Month’), Claims Scorecard, Reimbursement Type by Paid Amount
    • “Claims Count by Status (‘Current Month’)” - Displays the claims count by status for current month. Pending, Verified, Approved, Paid, Rejected, Total Claims count is displayed
    • Settlement Ratio is displayed for Claims paid Vs Total Claims
    • Alerts are displayed for the claim requests
    • Claims Scorecard – Displays the Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount
    • Reimbursement Type by Paid Amount – Displays the graphical representation of Paid Amount for Reimbursement Types
  • 🔹 Claims Approval — Help › For Managers › Claims Management › Claims Approval
    • On clicking 'Claim Approval', the Claim Approval page will be displayed
    • On the Claim Approval page, ‘Select Employee’, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, the current date will be displayed in the date's fields
    • Based on the employee selected in the 'Select Employee' column, the manager will be able to view their claim requests
    • A Search box will be displayed at the top right of the table
    • Manager can search for any claim Approval in the table as needed
    • In the table, there are five tabs (Pending, Verified, Approved, Paid and Rejected) available for viewing the claim approval status
    • If the claim request is waiting for verification from the manager, it will remain under the 'Pending' tab until the manager reviews it
    • If the claim request is being verified by the manager, it will remain under the 'Verified' tab
    • If the Finance Manager approves the claim request, it will remain under the 'Approved' tab
    • If the claim amount has been settled with the employee, it will remain under the 'Paid' tab
    • If the Manager or Finance Manager rejects the claim request, it will remain under the 'Rejected' tab
    • Manager can check the claim request by using the View Icon under Action column
    • Clicking on Claim Report in the side menu displays the Claims Employee Detailed Report page
    • On the Claims Employee Detailed Report page, ‘Select Employee’, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, the current date will be displayed in the date's fields
    • Manager can search for any Employee claims Detailed Report in the table as needed
    • Manager can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons
    • In the table displays the following columns: S.No, Applied On, Employee, Claim ID, Bill (Count), Requested Amount, Approved Amount, Receipt Number, Claims Status, Action On, and Action By

Help › For Managers › Time Sheet Management​

Source: https://help.spryple.com/help/for-managers/time-sheet-management/ · last modified 2025-08-04

Screens / options (11): 1. Dashboard · 2. Task · 3. Assign Task · 1.3.2 History · 1.3.3 Defaulters · 4. Pending Approvals · 4.1 Pending Request · 4.2 History · 4.3 Defaulters · 4.4 All History · 5. Summary Report

  • 🔹 1. Dashboard — Help › For Managers › Time Sheet Management › 1. Dashboard
    • In Manager Dashboard, Active Projects, Project Assigned Employees, Bench Employees count will be displayed
    • In Worked hours by project, pie chart will be displayed along with Projects and hours.
    • In Project Status Summary, Donut chat will be displayed along with Project with Variance and Project without Variance count.
    • In Project Wise Hours, Bar chart will be displayed, for each project two bars will be displayed one is Estimated Hours with count, and another is Consumed Hours with count
    • Worked hours by project, Project Status Summary, Project Wise Hours data will be displayed based on the Date dropdown selection
  • 🔹 2. Task — Help › For Managers › Time Sheet Management › 2. Task
    • User creates a Task and changes the status to Active and Inactive for the created Task.
    • Duplicate Task are not allowed.
    • Added Tasks are displayed in table
    • A Search box will be displayed at the top right of the table.
    • The manager can search for any details in the table as needed.
    • Click on Add Icon
    • Users can add a Task by filling all fields
    • Click on the Submit button, success popup will display, and a new Task is added to the table.
    • User can update the Task by clicking on, after updating click on “Update” button updated text is saved
  • 🔹 3. Assign Task — Help › For Managers › Time Sheet Management › 3. Assign Task
    • User can create Assign Task.
    • Added Tasks are displayed in table
    • Click on Add Icon
    • Users can add a new Assign Task by filling all fields
    • Click on the Submit button, success popup will display, and a new Assign Task is added to the table.
    • User can update the Task by clicking on, after updating click on “Update” button updated text is saved
  • 🔹 1.3.2 History — Help › For Managers › Time Sheet Management › 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.
    • A Search box will be displayed at the top right of the table.
    • Manager can search for any Employee details in the table as needed.
  • 🔹 1.3.3 Defaulters — Help › For Managers › Time Sheet Management › 1.3.3 Defaulters
    • If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab
    • Send Notification button will be displayed, By click on Send Notification button email will be sent to employee about pending request.
    • A Search box will be displayed at the top right of the table.
    • Manager can search for any Employee details in the table as needed.
  • 🔹 4. Pending Approvals — Help › For Managers › Time Sheet Management › 4. Pending Approvals
    • There are four tabs Pending Request, History, Defaulters, All History
  • 🔹 4.1 Pending Request — Help › For Managers › Time Sheet Management › 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.
    • Manager can approve the request by selecting check box and click on Approve button and also by clicking on Approve icon
    • Manager can reject the record by clicking on Reject icon
  • 🔹 4.2 History — Help › For Managers › Time Sheet Management › 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.
    • A Search box will be displayed at the top right of the table.
    • Manager can search for any Employee details in the table as needed.
  • 🔹 4.3 Defaulters — Help › For Managers › Time Sheet Management › 4.3 Defaulters
    • If the employees are not submitted time sheet request those employees list will remain under the ‘Defaulters’ tab
    • Send Notification button will be displayed, By click on Send Notification button email will be sent to employee about pending request.
    • A Search box will be displayed at the top right of the table.
    • Manager can search for any Employee details in the table as needed.
  • 🔹 4.4 All History — Help › For Managers › Time Sheet Management › 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.
    • A Search box will be displayed at the top right of the table.
    • Manager can search for any Employee details in the table as needed.
  • 🔹 5. Summary Report — Help › For Managers › Time Sheet Management › 5. Summary Report
    • In Summary Reports, ‘Project’, ‘Date’ and ‘Project Status’ fields will be displayed, along with ‘Search’ and ‘Clear’ buttons.
    • Manager can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons.
    • On click Details hyper link, popup will be displayed with details.

For Employee​

Help › For Employee › Exit Management​

Source: https://help.spryple.com/help/for-employee/exit-management/ · last modified 2025-01-08

Screens / options (1): Separation

  • 🔹 Separation — Help › For Employee › Exit Management › Separation
    • Here is the procedure for submitting an employee separation request:
    • Login with Employee credentials
    • Click on Exit Management module in the left menu
    • Click on Separation below Exit Management
    • Click on the Proceed button to submit the Separation Request
    • Select request exit date, reason and Enter notes about Separation
    • Click on the Submit button
    • Employee can edit, View & Cancel the separation request before Manager’s approval

Help › For Employee › Learning Management System (LMS)​

Source: https://help.spryple.com/help/for-employee/learning-management-system-lms/ · last modified 2025-09-01

Screens / options (5): LMS- Employee Login · Course Library · Learning Sphere · My Badges · My Certificates

  • 🔹 LMS- Employee Login — Help › For Employee › Learning Management System (LMS) › LMS- Employee Login
  • 🔹 Course Library — Help › For Employee › Learning Management System (LMS) › Course Library
    • Click on Course Library option from the Left menu in Learning Management System.
    • Course Library page will be displayed with all the courses and search options.
    • Employees can enroll in the course and complete the course.
    • Clicking the Assessment icon, employee Assessment will be displayed.
    • On click Submit Test, Assessment will be submitted.
  • 🔹 Learning Sphere — Help › For Employee › Learning Management System (LMS) › Learning Sphere
    • Employee No. Of Sections completed, Leader Dashboard, Course Information will be displayed.
  • 🔹 My Badges — Help › For Employee › Learning Management System (LMS) › My Badges
    • Employee earned Badges and Next Targets will be displayed.
  • 🔹 My Certificates — Help › For Employee › Learning Management System (LMS) › My Certificates
    • Employee completed courses certificates will be displayed.

Help › For Employee › Employee Management​

Source: https://help.spryple.com/help/for-employee/employee-management/ · last modified 2025-01-03

Screens / options (4): My Profile · Onboarding checklist · Edit Profile · Change Password

  • 🔹 (intro) — Help › For Employee › Employee Management › (intro)
    • Click on “Employee Management” option from Left menu.
    • Employee dashboard is displayed with present month attendance details and leave balance details.
  • 🔹 My Profile — Help › For Employee › Employee Management › My Profile
    • Click on My profile from left menu.
    • Employee can see his/her information on this page (Personal information, Work experience, Bank Details, Family details, Education details, Documents upload).
    • Employee can edit or update the data in My Profile
  • 🔹 Onboarding checklist — Help › For Employee › Employee Management › Onboarding checklist
    • Login with employee credentials and click on employee management in the side menu
    • User can see Onboarding Checklist in the side menu
    • Clicking on it, user can see Induction Program(if any) and Onboarding Checklist with status
  • 🔹 Edit Profile — Help › For Employee › Employee Management › Edit Profile
    • Click on Edit Profile on the top right corner
    • On click Edit Profile, edit profile screen is displayed and employee can update information needed and click on Submit button
    • Employee can also upload his/her profile picture in Edit Profile
    • Uploaded image is displayed in employee's dashboard
  • 🔹 Change Password — Help › For Employee › Employee Management › Change Password
    • Click on down arrow on top right corner
    • On click arrow, click on Change Password. Then Change Password page is displayed
    • User can enter current password, New password and Confirm Password
    • Click on Submit button

Help › For Employee › Attendance Management​

Source: https://help.spryple.com/help/for-employee/attendance-management/ · last modified 2025-04-25

Screens / options (23): Login · Employee Dashboard · Calendar · Check In/Out · Shifts · Requesting Attendance · From Main Dashboard · Dashboard · Send a request · Attendance Request · Edit Request · Delete Request · View · Monthly Detail Report · Shift Change Request · Request Permission · Attendance Regularization · Attendance Summary Report · Late Attendance Report · Missed Punch Report · Extra Days & Penalty Report · Extra Days · Penalty Days

  • 🔹 Login — Help › For Employee › Attendance Management › Login
    • Enter Company code, Username/Email and Password and click on Login.
    • After successful login, main dashboard is displayed. (Employee Card, Company announcements and Alerts) are displayed
    • Click on Attendance Module in the side menu
  • 🔹 Employee Dashboard — Help › For Employee › Attendance Management › Employee Dashboard
  • 🔹 Calendar — Help › For Employee › Attendance Management › Calendar
    • Employee Attendance, Holidays, Week Off’s, Leaves are displayed in calendar
  • 🔹 Check In/Out — Help › For Employee › Attendance Management › Check In/Out
    • Employees First In and Last Out time is displayed
  • 🔹 Shifts — Help › For Employee › Attendance Management › Shifts
    • Assigned Current shift, Next shifts are displayed with date and time.
  • 🔹 Requesting Attendance — Help › For Employee › Attendance Management › Requesting Attendance
    • Employee can mark their attendance request in following 3 ways:
  • 🔹 From Main Dashboard — Help › For Employee › Attendance Management › From Main Dashboard
    • Employee will see the Pending attendance requests in Alerts section
    • Employee can submit attendance request or Leave request to pending days
    • It navigates to Attendance request page, when Employee clicked on attendance request icon
  • 🔹 Dashboard — Help › For Employee › Attendance Management › Dashboard
    • Employee can see ‘Send a request’ option under ‘’Pending Attendance” section on their dashboard
  • 🔹 Send a request — Help › For Employee › Attendance Management › Send a request
    • Click on “Send a request”, Attendance Request page is displayed.
    • User can apply request for the particular date
    • Select Work type from dropdown
    • From date, by default pending date is displayed and disabled
    • To date, by default pending date is displayed and disabled
    • Enter Reason
    • Select Attachment (if any)
    • On click “Submit”, attendance request is submitted
  • 🔹 Attendance Request — Help › For Employee › Attendance Management › Attendance Request
    • Click on Attendance Request in the Attendance Module. Attendance Request page is displayed
    • Select option from Work type dropdown
    • Available work types are Work From Home, Work From Office, On-Duty, Work From Remote Location in the drop down
    • User can select any work type from the list
    • Select From date
    • Select To date
    • Enter Reason
    • On click First Half check box attendance will be considered for First Half
    • On click Second Half check box attendance will be considered for Second half
    • Upload attachment
    • On click “Submit”, attendance request is submitted
    • Note: Applied record status is displayed as “Submitted” until manager approves it. After manager approves the attendance request then status is changed to “Approved” or “Rejected” if manager rejects it
    • Before approval or rejection of the attendance request, employee can edit or delete it
  • 🔹 Edit Request — Help › For Employee › Attendance Management › Edit Request
    • On click edit of an attendance request, details are displayed in respective fields
    • Employee can update work type and from date, to date, reason & attachment (if any)
    • On click “Update”, attendance request is updated
  • 🔹 Delete Request — Help › For Employee › Attendance Management › Delete Request
    • On click Delete icon, attendance request is deleted after confirming as yes
    • Note: On click “Yes” selected record status is changed to Deleted. On click “No” selected record status is same as before
  • 🔹 View — Help › For Employee › Attendance Management › View
    • After completion of manager approval or rejection of attendance request employee can see the details with View icon
    • On click View, Employee can see the data
  • 🔹 Monthly Detail Report — Help › For Employee › Attendance Management › Monthly Detail Report
    • Login with employee credentials and click on Attendance Management in the side menu
    • Employees can check their Monthly Detail Report in Attendance Management module
    • Employees can also download their attendance Detail Report, by clicking on Excel & Pdf icons
  • 🔹 Shift Change Request — Help › For Employee › Attendance Management › Shift Change Request
    • Click on add button to send a shift change request to Reporting manager
    • Note: Employee must have shift assigned to him/her for applying the shift change request
    • Applied date is displayed by default and disabled
    • Select from date and to date
    • Shift name is displayed based on the Selected dates in from shift text field
    • Select “To Shift”
    • Enter Reason
    • Click on submit button
    • Note: Applied attendance request record status is “Submitted” until manager approves/rejects it. After manager approved it, then status is changed to “Approved”
    • Employee can Edit the existing record and delete the record by using Edit icon & Delete icons
    • Employee can view the Approved, Rejected, Deleted attendance records by clicking on View Icon
  • 🔹 Request Permission — Help › For Employee › Attendance Management › Request Permission
    • Click on add new button to request permission for present day/future days
    • Select a date
    • Enter permission duration in minutes
    • Enter Reason
    • Click on submit
    • Employee cannot apply for multiple permission requests for any days
    • Applied permissions request record status is “Submitted” until manager approves/rejects it. After manager approved it, then status is changed to “Approved”.
    • If manager rejects it, then status is changed to “Rejected”.
    • Employee can Edit the existing record and delete the record by using Edit icon & Delete icons
    • Employee can view the Approved, Rejected, Deleted permissions request records and employee can cancel approved record by clicking on cancel icon.
  • 🔹 Attendance Regularization — Help › For Employee › Attendance Management › Attendance Regularization
    • Note: If Employee check in but not check Out then that record is displaying in attendance regularization table.
    • Click on add new button to request permission for present day/future days
    • Employee can edit out time by clicking on edit icon
    • Enter out time
    • Save the out-time record by clicking on save icon
    • After saving that record will get removed from the table
    • Cancel the out-time record by clicking on cancel icon
    • Employee can apply leave by clicking on leave request icon
    • After clicking on lave request icon
    • Select leave types
    • Note: If employee has leave types that regular leaves will display in dropdown, if employee does not have regular type of leaves in dropdown only Loss of Pay will display.
    • Select leave type
    • From date will display by default
    • To date will display by default
    • Based on From date and To date Leave count will display by default.
    • Click on submit
    • After submit leave will be applied and that record will removed in attendance regularization
  • 🔹 Attendance Summary Report — Help › For Employee › Attendance Management › Attendance Summary Report
    • Manager can see the employee's summary report. Click on summary report
    • Manager should select the period of date based on requirement
    • Click on Details
  • 🔹 Late Attendance Report — Help › For Employee › Attendance Management › Late Attendance Report
    • Employee can see their late attendance report
    • Select from date
    • Select To date
    • Click on search button to get the late attendance data
    • Click on clear, data will refresh and back to current month
    • Employee can download his/her late attendance information, by clicking on Excel & Pdf icons
  • 🔹 Missed Punch Report — Help › For Employee › Attendance Management › Missed Punch Report
    • Employee can see them missed punch out records
    • Select month
    • Click on search button to get the missed punch out records
  • 🔹 Extra Days & Penalty Report — Help › For Employee › Attendance Management › Extra Days & Penalty Report
  • 🔹 Extra Days — Help › For Employee › Attendance Management › Extra Days
    • Click on extradays radio button
    • Extra days page will display
    • User can select the month then click on search button
    • Based on pay schedule window extra days will display in table
    • All location employees’ data will be display in table
    • User can be able to download PDF and Excel
    • User can search with Emp ID and Emp Name
    • Here weekoff present days, Holiday present days and slab count will display in table
    • Click on Clear button selected month data will be cleared, and current month data will display in table
  • 🔹 Penalty Days — Help › For Employee › Attendance Management › Penalty Days
    • Click on Penalty days radio button
    • Penalty days page will display
    • User can select the month then click on search button
    • Based on pay schedule window penalty days will display in table
    • All location employees’ data will be display in table
    • User can be able to download PDF and Excel
    • User can search with Emp ID and Emp Name
    • Here late attendance and week off absent deduction penalty days will display in table

Help › For Employee › Leave Management​

Source: https://help.spryple.com/help/for-employee/leave-management/ · last modified 2025-04-23

Screens / options (10): Employee · Leave Dashboard · Calendar · Holiday List · Leave Request · Leave History · Leave Balance · Comp-off Request · Company Leave Policies · Optional Holiday Request

  • 🔹 Employee — Help › For Employee › Leave Management › Employee
    • Click on Leave Management Module in the left menu
  • 🔹 Leave Dashboard — Help › For Employee › Leave Management › Leave Dashboard
  • 🔹 Calendar — Help › For Employee › Leave Management › Calendar
    • Employee Holidays, Week Off’s, Leaves are displayed in calendar
  • 🔹 Holiday List — Help › For Employee › Leave Management › Holiday List
    • Company holiday list is displayed
    • Upcoming 3 holidays are displayed in right side of the screen
    • Clicking on “View All” button, able to see all the holidays list
  • 🔹 Leave Request — Help › For Employee › Leave Management › Leave Request
    • Login with Employee credentials and dashboard is displayed. In the side menu, click on Leave Mangement module
    • Employee Dashboard is displayed. Click on Leave Request. Leave Request page is displayed
    • Select leave type based on available leave balance
    • Select From date & To date
    • Employee can apply Leave Request for past dates(based on configuration) and also for future dates
    • Select second half & first half. (Based on leave requirement)
    • Leave count is displayed automatically
    • Enter reason
    • Click on submit button to submit Leave Request
    • If employee applied leave on Friday & Monday (Week-offs) it is considered as Sandwich leave (as per configuration rules by Admin)
    • If employee applied leave on prior and later days of Company holiday, it is considered as Sandwich leave (as per configuration rules by Admin)
  • 🔹 Leave History — Help › For Employee › Leave Management › Leave History
    • Employee can see the applied leaves and approved leaves in leave history page
    • Employee can View, Edit & Delete the leave request before manager approval
    • Employee can cancel the approved future leaves, after it is approved by the manager
    • Employee cannot cancel the past leaves after/before approval by the manager
    • Employee can delete the past or future leave request, before approval by the manager
    • Employee can view the submitted, approved, rejected & deleted leaves
  • 🔹 Leave Balance — Help › For Employee › Leave Management › Leave Balance
    • Login with Employee Credentials and click on Leave Management in the side menu
    • Employees can see their available leave balance here
  • 🔹 Comp-off Request — Help › For Employee › Leave Management › Comp-off Request
    • Employee can register the Comp-offs in the Comp-Off page
    • Login with Employee Credentials and click on Leave Management module
    • Click on Comp-Off Request in Leave module
    • Select Worked date from calendar, Worked hours, Minutes & Enter Reason
    • In calendar, only week-off dates and Holidays dates are enabled to raise a comp-off request. Employee can apply comp-off before upcoming week-off
    • Click on submit button to submit the comp-off request
    • Employee can see the registered comp-off information
  • 🔹 Company Leave Policies — Help › For Employee › Leave Management › Company Leave Policies
    • Click on Leave module after logging in with Employee credentials
    • Click on the Leave Management Module
    • Click on the Company Leave Policies in the left menu
    • The Company Leave Policies page displays Common rules for all leave types
    • Employees can select each leave type and can only view the leave policies. They cannot edit them as all the fields are disabled for selection
    • Employees can view Admin configured leaves only
    • Here, employee selected sick leave and he can view only sick leave configuration rules
  • 🔹 Optional Holiday Request — Help › For Employee › Leave Management › Optional Holiday Request
    • User can be able to apply the optional holiday request in the Leave Management Module
    • Click on the Optional Holiday Request in the side menu
    • Click on add button
    • User can select optional holiday from the dropdown and enter remarks
    • Click on submit button
    • User can be able to delete the record
    • User can be able to view the record
    • Submitted records will be display in table
    • By default, current month dates will display
    • User can be able to select past month dates
    • Submitted, Approved, Rejected and Deleted records will be display in table

Help › For Employee › Payroll Management​

Source: https://help.spryple.com/help/for-employee/payroll-management/ · last modified 2025-05-05

Screens / options (4): Employee Dashboard · CTC History · Pay Slips · Request Advance Salary

  • 🔹 Employee Dashboard — Help › For Employee › Payroll Management › Employee Dashboard
    • Click on Employee dashboard page
    • Employee can see his/her pay slips and EPF deduction amount
    • Note: If employee eligible to ESI, ESI monthly deduction amount also will display
  • 🔹 CTC History — Help › For Employee › Payroll Management › CTC History
    • In this screen, Employee can view his Earning components amounts, Based on Pay group configuration (Monthly & Annually)
  • 🔹 Pay Slips — Help › For Employee › Payroll Management › Pay Slips
    • Click on Payroll Management in the left menu and click on view icon in Dashboard
    • Click on View button to open the payslip
    • Click on download Icon to download the pay slip
    • Note: All salary calculations are based on Pay Group configuration and EPF/ESI settings, including Earnings, Deductions, Other Deductions, LOP amount, Arrear amount, Variable Pay amount, Gratuity, OT amount, and Extra Days amount, which are displayed in the payslips.
  • 🔹 Request Advance Salary — Help › For Employee › Payroll Management › Request Advance Salary
    • Note: Minimum 1 month payslip is required to employee advance salary request
    • Click on add button
    • Advance salary request screen will display
    • User able to enter “Required advance payment amount”
    • User able to enter employee below “Gross Salary” or up to the gross salary only
    • Click on submit button
    • Request status will be display as “Submitted”
    • Submitted request will be display in “Finance manager login –Advance Salary Approval screen”
    • After Manager Approved or Rejected status will be displayed in advance salary request table
    • Employee can see applied date, approved date, Recovery Duration, recovered months, recovered balance, pending amount, Recovery status and request status will display in table.

Help › For Employee › Sales CRM Web Application​

Source: https://help.spryple.com/help/for-employee/sales-crm-web-application/ · last modified 2025-05-01

Screens / options (21): 1. Introduction · 1.1 Overview · 1.2 Purpose of the App · 1.3 System Requirements · 2. Getting Started · 2.1 Account Creation · 3. User Interface · 3.1 Main Screen · 3.2 Navigation · 4. Employee Level Features · Employee Login · 4.1 Login · 4.2 Employee Dashboard · 4.2.1 Add Client · 4.3 Client List · 4.3.a Client Demo Status · 4.3.b Client Status · 4. 4 Travel Approvals · 4. 5 Leave Request · 4.6 Leave History · 4.7 Leave Balance

  • 🔹 1. Introduction — Help › For Employee › Sales CRM Web Application › 1. Introduction
  • 🔹 1.1 Overview — Help › For Employee › Sales CRM Web Application › 1.1 Overview
    • Welcome to the Spryple CRM your ultimate companion for real-time tracking and location sharing. Our app empowers you with seamless live tracking capabilities.
  • 🔹 1.2 Purpose of the App — Help › For Employee › Sales CRM Web Application › 1.2 Purpose of the App
    • The app serves to Enhance team coordination by monitoring the location of colleagues or employees, facilitating efficient collaboration and logistics.
  • 🔹 1.3 System Requirements — Help › For Employee › Sales CRM Web Application › 1.3 System Requirements
    • Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance.
  • 🔹 2. Getting Started — Help › For Employee › Sales CRM Web Application › 2. Getting Started
  • 🔹 2.1 Account Creation — Help › For Employee › Sales CRM Web Application › 2.1 Account Creation
    • Create user accounts for the Manager and the Employee, ensuring secure access to the live tracking system.
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use.
  • 🔹 3. User Interface — Help › For Employee › Sales CRM Web Application › 3. User Interface
  • 🔹 3.1 Main Screen — Help › For Employee › Sales CRM Web Application › 3.1 Main Screen
    • Navigate through the user-friendly main screen to access key features and functionalities.
  • 🔹 3.2 Navigation — Help › For Employee › Sales CRM Web Application › 3.2 Navigation
    • Spryple CRM navigation system allows seamless movement between different features by Selecting and Tapping.
  • 🔹 4. Employee Level Features — Help › For Employee › Sales CRM Web Application › 4. Employee Level Features
  • 🔹 Employee Login — Help › For Employee › Sales CRM Web Application › Employee Login
    • Employee has five screens Employee Dashboard, Client List, Leave Request, Leave History, Leave Balance
  • 🔹 4.1 Login — Help › For Employee › Sales CRM Web Application › 4.1 Login
    • Enter Company code, Username/Email and Password and click on Login
    • After successful login, main dashboard is displayed. (Employee Card, Company announcements and Alerts) are displayed
    • Click on CRM Module in the side menu
  • 🔹 4.2 Employee Dashboard — Help › For Employee › Sales CRM Web Application › 4.2 Employee Dashboard
    • Punch In/Out time, Today Follow-ups, Today’s Date with Calendar icon, Add Clients, Maps are displayed.
    • Employee can be able to see today's follow ups in dashboard
    • Employee able to Punch In/Out, Add Client, Add Activity through mobile, If client wants to add client details and activity details from web, we can enable “Add client” button, it is configurable
    • Click on Calendar icon, Calendar will be displayed with Presents, Absents, Week-Off, Holidays, Leaves.
  • 🔹 4.2.1 Add Client — Help › For Employee › Sales CRM Web Application › 4.2.1 Add Client
    • On click Add Client button related fields will display
    • Enter Organization, Contact Person, Contact Number, Address1, Country, State, City, Description
    • On click Submit button to add client
    • By clicking on Reset button fields data will clear
    • Added client will display in Clients List screen
  • 🔹 4.3 Client List — Help › For Employee › Sales CRM Web Application › 4.3 Client List
    • Employee able to see two dashboards based on dropdown selection
  • 🔹 4.3.a Client Demo Status — Help › For Employee › Sales CRM Web Application › 4.3.a Client Demo Status
    • Sales Executive added clients through mobile are displayed in Client List
    • Added Clients will be segregated based on the Activity status of the Client. (Leads, Call for Demo, Demo Pending, Demo Completed and Future Leads)
    • If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads
    • On click up arrow client details are display
    • Client location, client status, activity status, final price, amount collected values
    • Checkbox's are added for lead age options and follow-up options.
    • Based on the checkbox selection client’s list will display
  • 🔹 4.3.b Client Status — Help › For Employee › Sales CRM Web Application › 4.3.b Client Status
    • Based on the status selection client will be displayed in respective columns (Interested, Follow-up, Won, Lost, Not Interested)
    • Below the Client List, we also can see the Lead age of Client List based on colour indications
    • Unselect ‘Select All’ check box ‘From Date and To Date’ fields will display with calendar icon
    • Based on date selection Client list will display
    • On click edit icon for particular client, Added Client Details and Add Activity button will be displayed
    • On click Add Activity button activity related fields will display
    • Select Activity Type
    • Select Follow-up Date
    • Select Follow-up Time
    • Select Demo Status
    • Select Status
    • Enter Description
    • If user selects Status as “Won”, Final Price field will display
    • Enter final price
    • Click on submit button to add activity
    • Activity count display in Activity Totals and Payments details will display
    • On click Add Payments button payments related fields will display
    • On click Activity, Activity Type, Created On, Client Status and Activity Status details will display
    • Description, Follow-up and Created By details will be displayed
    • Select Payment Method
    • Select Collected Amount
    • Click on submit button to add payments
    • Payments details will display in table under payments
    • Field executive can also update activity type based on the status till the lead gets closed
  • 🔹 4. 4 Travel Approvals — Help › For Employee › Sales CRM Web Application › 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
    • By default, login employee name will be displayed in the Select Employee dropdown
    • By default, the current date will be displayed in the date fields
    • In the table, there are six tabs (Pending, Verified, Approved, Travel Summary, Rejected, All) available for viewing the status
    • If the employee has travel records, Records will display in ‘Pending’ tab
    • If the travel record is not verified by the manager, it will remain under the 'Pending' tab until the manager reviews it.
    • If the travel record is verified by the manager, it will appear under the 'Verified' tab.
    • If the travel record is Approved by the Finance Manager, it will appear under the 'Approved' tab.
    • The sum of all records related to Verified, Approved, Rejected, Claimed will display under the ‘Travel Summary’ tab
    • If the manager or Finance Manager rejects the travel record, it will be displayed under the 'Rejected' tab
    • All records related to Verified, Approved, Rejected, Claimed will display under the ‘All’ tab.
  • 🔹 4. 5 Leave Request — Help › For Employee › Sales CRM Web Application › 4. 5 Leave Request
    • Sales Executive able to apply leave, Available leave balance and reporting manager name displayed
    • Select leave type
    • Select From date & To date
    • Select second half & First half. (Based on leave requirement)
    • Leave count is displayed automatically
    • Enter reason for leave
    • Click on submit button to submit leave request
  • 🔹 4.6 Leave History — Help › For Employee › Sales CRM Web Application › 4.6 Leave History
    • Employee can see the applied leaves and approved leaves in leave history page
    • Employee can View, Edit & Delete the leave request before manager approval
    • Employee can view the approved, rejected & deleted leave
  • 🔹 4.7 Leave Balance — Help › For Employee › Sales CRM Web Application › 4.7 Leave Balance
    • Employees can see their leave balance

Help › For Employee › Claims Management​

Source: https://help.spryple.com/help/for-employee/claims-management/ · last modified 2025-01-23

Screens / options (3): Employee Level Features · Claims Module for Employee · Claims Request

  • 🔹 Employee Level Features — Help › For Employee › Claims Management › Employee Level Features
  • 🔹 Claims Module for Employee — Help › For Employee › Claims Management › Claims Module for Employee
    • After successfully logging in, click on the Claim Management module in the left navigation menu
    • Employee will be able to see the Employee Dashboard and Claim Request
    • By default, Employee Dashboard will be displayed
    • Dashboard contains Claims Count by Status (‘Current Month’), Claims Scorecard, Reimbursement Type by Paid Amount
    • “Claims Count by Status (‘Current Month’)” - Displays the claims count by status for current month. Pending, Verified, Approved, Paid, Rejected, Total Claims count is displayed
    • Settlement Ratio is displayed for Claims paid Vs Total Claims
    • Alerts are displayed for the claim requests
    • Claims Scorecard – Displays the Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount
    • Reimbursement Type by Paid Amount – Displays the graphical representation of Paid Amount for Reimbursement Types
  • 🔹 Claims Request — Help › For Employee › Claims Management › Claims Request
    • On clicking 'Claim Request', the Claim Request page will be displayed
    • On click Add (+) Icon, Expense Details Popup will be displayed
    • Reimbursement Type
    • Bill Number
    • Bill Date
    • Bill Amount
    • Choose File fields will be displayed in the Expense Details popup screen
    • After entering all the data in fields, click on the submit button
    • It will navigate to Claim Request page
    • Entered details will be displayed in the table
    • Add Expense button, Total Requested Amount and Description fields will be display
    • Add Description and click the Submit button. Success popup will be displayed, and the claim request will be successfully submitted
    • On the Claim Request page, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, current date will be displayed in the fields
    • A Search box will be displayed at the top right of the table
    • User can search for any claim request in the table as needed
    • In the table, there are four tabs (Submitted, In Progress, Paid and Rejected) available for viewing the claim request status
    • If the claim request is submitted to the manager, it will remain under the 'Submitted' tab until the manager reviews it
    • If the claim request is under review by the manager or Finance Manager, it will appear under the 'In Progress' tab
    • If the claim amount is settled with the employee, it will appear under ‘Paid’ tab
    • If the manager or Finance Manager rejects the claim request, it will be displayed under the 'Rejected' tab
    • Employee can check the claim request by using the View Icon under Action column

Help › For Employee › Time Sheet Management​

Source: https://help.spryple.com/help/for-employee/time-sheet-management/ · last modified 2025-07-28

Screens / options (5): 1. Employee Dashboard · 2. Submit Timesheet · 2.1 New Entry · 2.2 History · 3. Summary Reports

  • 🔹 1. Employee Dashboard — Help › For Employee › Time Sheet Management › 1. Employee Dashboard
    • In Employee Dashboard, Task Summary report will be displayed in bar chart
    • For each project two bars will be displayed one is Assigned tasks with count and another one is Completed tasks with count
    • Task Summary report will be displayed based on the Date dropdown option selection
    • Pending timesheet count will be displayed on top
    • Assigned Projects & Task list will be displayed in table
  • 🔹 2. Submit Timesheet — Help › For Employee › Time Sheet Management › 2. Submit Timesheet
    • There are two tabs New Entry and History
  • 🔹 2.1 New Entry — Help › For Employee › Time Sheet Management › 2.1 New Entry
    • User able to submit timesheet from this screen
    • On the New Entry tab, ‘Date’, ‘Project’, ‘Task’, ‘Description’ ‘Hours’, ‘%’ fields and ‘Task Completed’ checkbox will be displayed, along with ‘Submit’ and ‘Clear’ buttons.
    • User can submit timesheet by filling in all fields and click on Submit button.
    • In HR Policies If “Do you want to limit the timesheet entry hours to attendance hours of that day?” rule is selected as “Yes” then user should have attendance for that day to submit Timesheet.
    • By clicking on Add icon user can add another record and buy clicking on Minus icon user can delete the record.
  • 🔹 2.2 History — Help › For Employee › Time Sheet Management › 2.2 History
    • On the History tab, ‘From Date’ and ‘To Date’ fields will be displayed along with ‘Submit’ and ‘Clear’ buttons.
    • By default, current week dates will be displayed in From Date and To Date fields
  • 🔹 3. Summary Reports — Help › For Employee › Time Sheet Management › 3. Summary Reports
    • In Summary Reports, ‘Project’, and ‘Date’ dropdowns will be displayed, along with ‘Search’ and ‘Clear’ buttons.
    • User can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons.

Mobile App​

Help › Mobile App › Claims Management​

Source: https://help.spryple.com/help/mobile-app/claims-management/ · last modified 2025-01-29

Screens / options (16): Claims Module Mobile App User Manual · 1. Introduction · 1.1 Overview · 1.2 Purpose of the App · 1.3 System Requirements · 2. Getting Started · 2.1 Installation · 2.1 Account Creation · 2.3 Usage of App · 3. User Interface · 3.1 Main Screen · Claims Management by Employee · Claims History · Claims Management - Manager · Claims History · Claim Pending Approvals

  • 🔹 Claims Module Mobile App User Manual — Help › Mobile App › Claims Management › Claims Module Mobile App User Manual
  • 🔹 1. Introduction — Help › Mobile App › Claims Management › 1. Introduction
  • 🔹 1.1 Overview — Help › Mobile App › Claims Management › 1.1 Overview
    • Welcome to the Claims App, a powerful tool designed for the management of employee reimbursements and claims for various expenses in real-life
  • 🔹 1.2 Purpose of the App — Help › Mobile App › Claims Management › 1.2 Purpose of the App
    • The purpose of a Claims application in real life is to streamline the process of managing and reimbursing expenses incurred by individuals—most commonly employees—in a transparent, efficient, and policy-compliant manner
  • 🔹 1.3 System Requirements — Help › Mobile App › Claims Management › 1.3 System Requirements
    • Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance
  • 🔹 2. Getting Started — Help › Mobile App › Claims Management › 2. Getting Started
  • 🔹 2.1 Installation — Help › Mobile App › Claims Management › 2.1 Installation
    • Open the Play store and search for ‘Spryple CRM’. Click on ‘Install’ to install it. It is often integrated into the web application
  • 🔹 2.1 Account Creation — Help › Mobile App › Claims Management › 2.1 Account Creation
    • Create user accounts for the Manager and the Field Executives, ensuring secure access to the attendance system
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 2.3 Usage of App — Help › Mobile App › Claims Management › 2.3 Usage of App
    • Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi)
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 3. User Interface — Help › Mobile App › Claims Management › 3. User Interface
  • 🔹 3.1 Main Screen — Help › Mobile App › Claims Management › 3.1 Main Screen
    • Navigate through the user-friendly main screen to access key features and functionalities.
    • Manager & Employee Logins
    • Dashboard is displayed with screens as Leave Management and Claims Management
    • The Manager has the features to Approve Claim Requests & Leave Requests
    • The Employee has the features to Apply Claims & Leave Requests
  • 🔹 Claims Management by Employee — Help › Mobile App › Claims Management › Claims Management by Employee
    • After successfully logging in, click on more option from tabs.
    • Claim Management module is displayed
    • Navigate to Claims Management, “Claims History” is displayed
  • 🔹 Claims History — Help › Mobile App › Claims Management › Claims History
    • On click “Claims History”, all claims are displayed and “Claim Request” button is displayed
    • Click on any record in history, claim detail screen is displayed
    • Status – Submitted, Verified, Paid, Rejected are displayed for all claims
    • File Name is a Hyperlink to view the uploaded image files
    • Click on “Cancel”, page is redirected to Claims History
    • On click “Claim Request” from Claims History page, it is redirected to “Claims Request” page
    • Applied Date is displayed (Current date is displayed here)
    • “Add Bills” button is displayed, a table is displayed with Bill No., Bill Date, Amount, Action are displayed as columns
    • All the Claims request bill records submitted are displayed in the table
    • On click “Add Bills”, Add Bill Details popup is displayed
    • Bill Date, Reimbursement Type, Bill No., Bill Amount, Upload Image and Add Bill, Clear buttons are displayed
    • Current date is displayed as default in Bill Date field
    • Select Bill Date, Reimbursement type, enter Bill No. and Bill Amount and upload the image
    • Click on “Add Bill” button, bill is saved and shown in Bill Details table
    • Total Requested Amount is displayed with total amount of added bills
    • Enter Description and click on “Save”, claim request is submitted
    • The Claim requests submitted are shown under the Claims History page
  • 🔹 Claims Management - Manager — Help › Mobile App › Claims Management › Claims Management - Manager
    • After successfully logging in, click on more option from tabs
    • Claim Management module is displayed
    • Navigate to Claims Management, “Claims History” and “Claims Pending Approvals” are displayed
  • 🔹 Claims History — Help › Mobile App › Claims Management › Claims History
    • On click “Claims History”, all claims are displayed and “Claim Request” button is displayed
    • Click on any record in history, claim detail screen is displayed
    • Status – Submitted, Verified, Paid, Rejected are displayed for all claims
    • File Name is a Hyperlink to view the uploaded image files
    • Click on “Cancel”, page is redirected to Claims History
    • Manager can also raise claim request from “Claim Request” in Claim History page
  • 🔹 Claim Pending Approvals — Help › Mobile App › Claims Management › 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
    • All the submitted claim requests are displayed in Claims Pending Approvals
    • Click on claim request record – Claim Details are displayed with Verify and Reject buttons
    • Separate Reject button is displayed for each bill added in Claim Request
    • On click “Verify” button, “Verified Amount” is displayed with “Verify” and “Reject” buttons. Hyperlink to view the uploaded image files
    • Click on verify, claim is verified. Status is updated to “Verified” in Claims History in Employee Login
    • Verified records are shown in the web application for Finance Manager
    • Verified claims are approved by the Finance Manager from a web application
    • Approved records can be paid from Finance Manager Login in web application, later the status is updated to “Paid” for the Claim Request
    • All Claims Reports are available in “Claims Report” in web application in Claims Management module

Help › Mobile App › Spryple HR​

Source: https://help.spryple.com/help/mobile-app/spryple-hcm/ · last modified 2025-01-29

Screens / options (25): Spryple integrated HCM/Lite User Manual · 1. Introduction · 1.1 Overview · 1.2 Purpose of the App · 1.3 System Requirements · 2. Getting Started · 2.1 Installation · 2.1 Account Creation · 2.3 Usage of App · 3. User Interface · 3.1 Main Screen · Applying Attendance Request by Employee · Approving Attendance Request by Manager · Reports · Today Attendees · Attendance Details · Attendance Summary · Capture Employee Image · Configure Location · Attendance captured by employees in Receptionist Login · Applying Leave Request by Employee · Approving Leave Request by Manager · Applying Comp-Off Request by Employee · Approving Comp-Off Request by Manager · REWARDS & RECOGNITION

  • 🔹 Spryple integrated HCM/Lite User Manual — Help › Mobile App › Spryple HR › Spryple integrated HCM/Lite User Manual
  • 🔹 1. Introduction — Help › Mobile App › Spryple HR › 1. Introduction
  • 🔹 1.1 Overview — Help › Mobile App › Spryple HR › 1.1 Overview
    • Welcome to the Spryple HCM App, a powerful tool designed to streamline attendance tracking, leave tracking and Rewards & Recognitions
  • 🔹 1.2 Purpose of the App — Help › Mobile App › Spryple HR › 1.2 Purpose of the App
    • The app serves as a modern and secure solution for employee attendance management, leave management providing accurate and real-time tracking
  • 🔹 1.3 System Requirements — Help › Mobile App › Spryple HR › 1.3 System Requirements
    • Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance
  • 🔹 2. Getting Started — Help › Mobile App › Spryple HR › 2. Getting Started
  • 🔹 2.1 Installation — Help › Mobile App › Spryple HR › 2.1 Installation
    • Open the Play store and search for ‘Spryple HCM’. Click on ‘Install’ to install it. It is often integrated into the web application
  • 🔹 2.1 Account Creation — Help › Mobile App › Spryple HR › 2.1 Account Creation
    • Create user accounts for the Manager and the Receptionist, ensuring secure access to the attendance system
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 2.3 Usage of App — Help › Mobile App › Spryple HR › 2.3 Usage of App
    • Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi)
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 3. User Interface — Help › Mobile App › Spryple HR › 3. User Interface
  • 🔹 3.1 Main Screen — Help › Mobile App › Spryple HR › 3.1 Main Screen
    • Navigate through the user-friendly main screen to access key features and functionalities.
    • Manager & Employee Logins
    • Dashboard is displayed with screens as Rewards & Recognition, Attendance Management, Leave Management & Payroll Management
    • The Manager has the features to Approve Attendance Requests & Leave Requests, Send & Receive messages through Rewards and Recognition
    • The Employee has the features to Apply Attendance & Leave Requests, Send & Receive messages through Rewards & Recognition
  • 🔹 Applying Attendance Request by Employee — Help › Mobile App › Spryple HR › Applying Attendance Request by Employee
    • Employee applies for an attendance request in the below screens
    • Step 1: Login to SprypleHCM with Employee credentials by entering Company Code, Username & Password
    • Step 2: Click on Attendance Management in the dashboard and then on Attendance Request
    • Step 3: User can be able to self-check in/self-checkout his/her face configuration and user can be able to see check-in/checkout timings in web application dashboard.
    • Step 4: In the Attendance Request page, select Work Type drop down, From Date, To Date, enter reason and click on Submit button. “Attendance Request Applied Successfully” confirmation message is displayed.
    • How to check Attendance History?
    • In Attendance History, user can see all the submitted, approved, rejected attendance requests details
  • 🔹 Approving Attendance Request by Manager — Help › Mobile App › Spryple HR › Approving Attendance Request by Manager
    • Manager approves the applied attendance requests of employees
    • Step 1: Login with Manager credentials by entering Company Code, Username & Password
    • Step 2: Click on Attendance Management in the dashboard and then on Pending Approvals
    • Step 3: On click Pending Approvals, submitted attendance requests of employees are displayed
    • Step 4: On click the Submitted button, Approve button to approve requests or Reject button to reject the attendance requests are displayed. After clicking on Approve, a confirmation message “Attendance Request Approved Successfully” and status is changed to Approved in employee’s login. On Reject “Attendance Request Rejected Successfully” is displayed and status is changed to Rejected in Employee’s login.
  • 🔹 Reports — Help › Mobile App › Spryple HR › Reports
  • 🔹 Today Attendees — Help › Mobile App › Spryple HR › Today Attendees
    • Manager can check multiple check ins and Check outs of all the employees for the current day.
  • 🔹 Attendance Details — Help › Mobile App › Spryple HR › Attendance Details
    • In Attendance Details, check ins and check outs data will be displayed of all the Employees along with the date wise
  • 🔹 Attendance Summary — Help › Mobile App › Spryple HR › Attendance Summary
    • Select "Attendance Summary" from the available options
    • The default view displays a summary of the current month till date
    • In the Attendance Reports each Employee ‘Present Count’ will be displayed for that month, User can select desired month from the Calendar icon given
  • 🔹 Capture Employee Image — Help › Mobile App › Spryple HR › Capture Employee Image
    • In this feature the manager can configure their employees’ facial recognition profiles
    • If an employee’s facial recognition is uploaded the status will be ‘Verified’ or else ‘Not Verified’ will be displayed
    • On click view icon, manager can see the captured image of an employee
    • Manager can also click on Recapture to update the captured image
    • Manager can also delete the existing image & can capture image again
  • 🔹 Configure Location — Help › Mobile App › Spryple HR › Configure Location
    • In this feature the manager can configure the location
    • Employee can check in and check out based on configured geo location
  • 🔹 Attendance captured by employees in Receptionist Login — Help › Mobile App › Spryple HR › 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.
    • Click on Front Office check In in the Receptionist login
    • Click on All employees' radio button and then employees can capture their attendance
    • Click on Select employees radio button and then user can search for data and can capture the employee attendance
  • 🔹 Applying Leave Request by Employee — Help › Mobile App › Spryple HR › Applying Leave Request by Employee
    • Employee applies for a leave request in the below screens
    • Step 1: Login with Employee credentials by entering Company Code, Username & Password
    • Step 2: Click on Leave Management in the dashboard and then on Leave Request
    • Step 3: In the Leave Request page, select Leave type, From Date, To Date, enter reason and click on submit button. A confirmation message is displayed as “Leave Request Submitted Successfully”. In Leave History, user can see all the types of leaves with submitted, approved, rejected leave requests details
  • 🔹 Approving Leave Request by Manager — Help › Mobile App › Spryple HR › Approving Leave Request by Manager
    • Manager approves the applied leave requests of employees
    • Step 1: Login with Manager credentials by entering Company Code, Username & Password
    • Step 2: Click on Leave Management in the dashboard and then on Pending Approvals
    • Step 3: On click Pending Approvals, submitted leave requests of employees are displayed
    • Step 4: On click the View button, Approve button to approve requests or Reject button to reject the attendance requests are displayed. After clicking on Approve, a confirmation message “Leave Request Approved Successfully” and status is changed to Approved in employee’s login. On Reject “Leave Request Rejected Successfully” is displayed and status is changed to Rejected in Employee’s login
  • 🔹 Applying Comp-Off Request by Employee — Help › Mobile App › Spryple HR › Applying Comp-Off Request by Employee
    • Employee applies for a comp-off request in the below screens
    • Step 1: Login with Employee credentials by entering Company Code, Username & Password
    • Step 2: Click on Leave Management in the dashboard and then on Comp-Off Request
    • Step 3: In the Comp-Off Request page, select Worked Date, Worked Hours, Minutes, enter reason and click on submit button. A confirmation message is displayed as “Comp-Off Request Submitted Successfully”. In Comp-Off History, user can see all the comp-off requests data with submitted, approved, rejected comp-off requests details
  • 🔹 Approving Comp-Off Request by Manager — Help › Mobile App › Spryple HR › Approving Comp-Off Request by Manager
    • Manager approves the applied comp-off requests of employees
    • Step 1: Login with Manager credentials by entering Company Code, Username & Password
    • Step 2: Click on Leave Management in the dashboard and then on Comp-Off Approvals
    • Step 3: On click Comp-Off Approvals, submitted Comp-Off requests of employees are displayed
    • Step 4: On click the View button, Approve button to approve requests or Reject button to reject the attendance requests are displayed. After clicking on Approve, a confirmation message “Comp-Off Request Approved Successfully” and status is changed to Approved in employee’s login. On Reject “Comp-Off Request Rejected Successfully” is displayed and status is changed to Rejected in Employee’s login
    • Step 1: On click payroll management, payslips screen is displayed
    • Step 2: On click the Payslips, employee is able to check payslip by selecting Financial Year from the drop down, Month from the drop down. Employee can check his Net Pay, Total Earnings, Deductions
  • 🔹 REWARDS & RECOGNITION — Help › Mobile App › Spryple HR › REWARDS & RECOGNITION
    • Users can congratulate their peers to promote a positive and collaborative work culture
    • Recognizing and rewarding employees' achievements can boost their motivation levels, leading to increased productivity and performance
    • Step 1: Login with Employee credentials by entering Company Code, Username & Password
    • Step 2: Click on Rewards & Recognition in the dashboard and then click on the add button. Select Employee name from the drop down, Recognition Type & Message and can edit the message in the box displayed. After click on the Submit button
    • Step 3: After clicking on submit, data is displayed in Sent List. The selected employee in the drop-down list is receiving messages and can see in the Received list
    • step 4 : Click on Reports button on the top right corner and the reports are displayed with count of Recognition types for each employees

Help › Mobile App › Spryple Lite​

Source: https://help.spryple.com/help/mobile-app/spryple-lite/ · last modified 2024-11-20

Screens / options (20): 1. Introduction · 1.1 Overview · 1.2 Purpose of the App · 1.3 System Requirements · 2. Getting Started · 2.1 Installation · 2.1 Account Creation · 2.3 Usage of App · 3. User Interface · 3.1 Main Screen · Employee Login · 3.2 Navigation · 4. Facial Recognition for Attendance · 4.1 Employee Enrollment · 4.1.1 Add Employee · 4.1.2 Configure User · 4.2 Detailed Reports · 4.3 Attendance Reports · 4.4 Payroll Reports · 4.5 Receptionist Login

  • 🔹 1. Introduction — Help › Mobile App › Spryple Lite › 1. Introduction
  • 🔹 1.1 Overview — Help › Mobile App › Spryple Lite › 1.1 Overview
    • Welcome to the Spryple Lite Employee Attendance Facial Recognition App, a powerful tool designed to streamline attendance tracking using facial recognition technology
  • 🔹 1.2 Purpose of the App — Help › Mobile App › Spryple Lite › 1.2 Purpose of the App
    • The app serves as a modern and secure solution for automating employee attendance management, providing accurate and real-time tracking
  • 🔹 1.3 System Requirements — Help › Mobile App › Spryple Lite › 1.3 System Requirements
    • Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance
  • 🔹 2. Getting Started — Help › Mobile App › Spryple Lite › 2. Getting Started
  • 🔹 2.1 Installation — Help › Mobile App › Spryple Lite › 2.1 Installation
    • Open the Play store and search for ‘Spryple Lite’. Click on ‘Install’ to install it. It is often integrated into the web application
  • 🔹 2.1 Account Creation — Help › Mobile App › Spryple Lite › 2.1 Account Creation
    • Create user accounts for the Manager and the Receptionist, ensuring secure access to the attendance system
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 2.3 Usage of App — Help › Mobile App › Spryple Lite › 2.3 Usage of App
    • Open the App and give the necessary credentials based on the role (Manager, Receptionist & employee) and ensure the device has the internet connection (Mobile data or Wi-Fi)
  • 🔹 3. User Interface — Help › Mobile App › Spryple Lite › 3. User Interface
  • 🔹 3.1 Main Screen — Help › Mobile App › Spryple Lite › 3.1 Main Screen
    • Navigate through the user-friendly main screen to access key features and functionalities.
    • Manager Login
    • The Manager has the features to Add Employee, Configure the User, Detailed Reports, Attendance Reports, Payroll Reports.
  • 🔹 Employee Login — Help › Mobile App › Spryple Lite › Employee Login
    • It has features which helps the Employees to self Check-in and self Check-out in their own devices
  • 🔹 3.2 Navigation — Help › Mobile App › Spryple Lite › 3.2 Navigation
    • Spryple Lite navigation system allows seamless movement between different features by Selecting and Tapping
  • 🔹 4. Facial Recognition for Attendance — Help › Mobile App › Spryple Lite › 4. Facial Recognition for Attendance
    • Manager Login
  • 🔹 4.1 Employee Enrollment — Help › Mobile App › Spryple Lite › 4.1 Employee Enrollment
  • 🔹 4.1.1 Add Employee — Help › Mobile App › Spryple Lite › 4.1.1 Add Employee
    • Managers have access to add employees to the system
    • The employees are added by inputting relevant information (Name, Mobile Number, Monthly Salary, Shift)
    • Once the employees are added, the Manager can configure the User
  • 🔹 4.1.2 Configure User — Help › Mobile App › Spryple Lite › 4.1.2 Configure User
    • In this feature the manager can edit the employees and manage their facial recognition profiles
    • If an employee’s facial recognition is uploaded the status will be ‘Verified’ or else ‘Not Verified’ will be displayed
    • Understand and grant necessary permissions for the app to function correctly, such as camera access for facial recognition
  • 🔹 4.2 Detailed Reports — Help › Mobile App › Spryple Lite › 4.2 Detailed Reports
    • In Detailed reports, Attendance will be displayed according to the Employee wise along with the date wise
  • 🔹 4.3 Attendance Reports — Help › Mobile App › Spryple Lite › 4.3 Attendance Reports
    • Select "Attendance Reports" from the available options
    • The default view displays a summary of the current month till date
    • In the Attendance Reports each Employee ‘Present Count’ will be displayed for that month, User can select desired month from the Calendar icon given
  • 🔹 4.4 Payroll Reports — Help › Mobile App › Spryple Lite › 4.4 Payroll Reports
    • Select "Payroll Reports" from the available options
    • The default view displays a summary of payroll for a selected period
    • Employee names, Monthly Salary, Presents Count, and Payable salary are presented in a clear and organized format
  • 🔹 4.5 Receptionist Login — Help › Mobile App › Spryple Lite › 4.5 Receptionist Login
    • Login with valid credentials of the receptionist so that added Employees can Check-in and Check-out

Help › Mobile App › Sales CRM Mobile Application​

Source: https://help.spryple.com/help/mobile-app/sales-crm-mobile-application/ · last modified 2025-05-01

Screens / options (50): 1. Introduction · 1.1 Overview · 1.2 Purpose of the App · 1.3 System Requirements · 2. Getting Started · 2.1 Installation · 2.1 Account Creation · 2.3 Usage of App · 3. User Interface · 3.1 Main Screen · 3.2 Navigation · 4. Employee Level Features · Employee Login · 4.1 Login · 4.2 Dashboard · 4.2.1 Today's Followup's · 4.2.2 Activities · 4.3 Punch In/Punch Out · 4.4 Add Client · 4.5 Activity Dashboard · 4.5.a Add Activity · 4.5.b Activity List · 4.5.c Client Details · 4.5.d Client Associates · 4.5.e Client Payments · 4.6 Travel Approvals · 4.7 More · 4.7.a Leave Request · 4.7.b Leave History · 5.3 Punch In/Punch Out · 5. Manager Level Features · 5.1 Login · 5.2 Dashboard · 5.2.1 Activities · 5.3 Punch In/Punch Out · 5.4 Add Client · 5.5 Activity Dashboard · 5.5.a Add Activity · 5.5.b Activity List · 5.5.c Client Details · 5.5.d Client Associates · 5.5.e Client Payments · 5.6 Employee Location · 5.7 Travel Approvals · 5.7.a Travel Approvals · 5.7.b Team Travel Approvals · 5.8 More · 5.8.a Leave Request · 5.8.b Leave History · 5.8.c Pending Approvals

  • 🔹 1. Introduction — Help › Mobile App › Sales CRM Mobile Application › 1. Introduction
  • 🔹 1.1 Overview — Help › Mobile App › Sales CRM Mobile Application › 1.1 Overview
    • Welcome to the Spryple CRM your ultimate companion for real-time tracking and location sharing. Our app empowers you with seamless live tracking capabilities.
  • 🔹 1.2 Purpose of the App — Help › Mobile App › Sales CRM Mobile Application › 1.2 Purpose of the App
    • The app serves to Enhance team coordination by monitoring the location of colleagues or employees, facilitating efficient collaboration and logistics.
  • 🔹 1.3 System Requirements — Help › Mobile App › Sales CRM Mobile Application › 1.3 System Requirements
    • Ensure your device meets the minimum specifications outlined in the system requirements section to guarantee optimal performance.
  • 🔹 2. Getting Started — Help › Mobile App › Sales CRM Mobile Application › 2. Getting Started
  • 🔹 2.1 Installation — Help › Mobile App › Sales CRM Mobile Application › 2.1 Installation
    • Open the Play store/App Store and search for ‘Spryple CRM’. Click on ‘Install’ to install it. It is often integrated into the web application It can be downloaded in both Android & iOS devices
  • 🔹 2.1 Account Creation — Help › Mobile App › Sales CRM Mobile Application › 2.1 Account Creation
    • Create user accounts for the Manager and the Employee, ensuring secure access to the live tracking system
    • The Account Creation is done from the integrated web application. Once the accounts are created, the app is ready to use
  • 🔹 2.3 Usage of App — Help › Mobile App › Sales CRM Mobile Application › 2.3 Usage of App
    • Open the App and give the necessary credentials based on the role (Manager or Employee) and ensure the device has the internet connection (Mobile data or Wi-Fi)
  • 🔹 3. User Interface — Help › Mobile App › Sales CRM Mobile Application › 3. User Interface
  • 🔹 3.1 Main Screen — Help › Mobile App › Sales CRM Mobile Application › 3.1 Main Screen
    • Navigate through the user-friendly main screen to access key features and functionalities.
  • 🔹 3.2 Navigation — Help › Mobile App › Sales CRM Mobile Application › 3.2 Navigation
    • Spryple CRM navigation system allows seamless movement between different features by Selecting and Tapping
  • 🔹 4. Employee Level Features — Help › Mobile App › Sales CRM Mobile Application › 4. Employee Level Features
  • 🔹 Employee Login — Help › Mobile App › Sales CRM Mobile Application › Employee Login
    • Employees have the features to Punch In/Out, Add Client, Add Activity, Leave Request and Leave History.
  • 🔹 4.1 Login — Help › Mobile App › Sales CRM Mobile Application › 4.1 Login
    • Enter Company code, Username/Email and Password and click on Login.
  • 🔹 4.2 Dashboard — Help › Mobile App › Sales CRM Mobile Application › 4.2 Dashboard
    • After successful login, main dashboard is displayed.
    • Allow all securities
    • Dashboard consist of Present Date, Punch in and punch out time, No. Of Presents, No. Of Absents, No. Of Clients Added, Calendar with Presents, Absents, Holidays, Leaves, Week offs, and Graph.
  • 🔹 4.2.1 Today's Followup's — Help › Mobile App › Sales CRM Mobile Application › 4.2.1 Today's Followup's
    • On click Today’s Follow-ups arrow “Follow-ups” screen will display
    • Select ‘Select Date’ and ‘Employee Name’
    • Click on Search button to get today’s follow-ups
    • Employees consist of four tabs Dashboard, Add client, Punch In/Out, Activity Dashboard and More
  • 🔹 4.2.2 Activities — Help › Mobile App › Sales CRM Mobile Application › 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
    • On click Activities arrow “Activities” screen will display
    • On click “Add Activity” button, Add Activity screen will be displayed
    • On click Camera icon, camera will open and on click Take Picture button image will be taken
    • Enter Description
    • Click on Save button to add activity
    • Added activity is display in Activities screen
  • 🔹 4.3 Punch In/Punch Out — Help › Mobile App › Sales CRM Mobile Application › 4.3 Punch In/Punch Out
    • On click camera tab Punch In screen is display with camera and employee details name and address.
    • Click on the Take Picture button Punch In/Out button will enable and employee able to punch in/out.
    • Punch In/out image is captured.
  • 🔹 4.4 Add Client — Help › Mobile App › Sales CRM Mobile Application › 4.4 Add Client
    • Sales Executive able to add client
    • Click on camera to take picture
    • Enter Organization, Contact Person, Contact Number, Email, Address1, Address2.
    • Select Country, State, City, Pin code.
    • Enter Expected Price and Description.
    • Click on Save button to save Client details.
    • Added client navigate to Activity dashboard screen LEADS column
  • 🔹 4.5 Activity Dashboard — Help › Mobile App › Sales CRM Mobile Application › 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).
    • If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads.
    • Click on the right arrow, add activity screen is displayed.
  • 🔹 4.5.a Add Activity — Help › Mobile App › Sales CRM Mobile Application › 4.5.a Add Activity
    • Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status.
    • Enter Final Price and Description.
    • Click on ‘Save’ button to save activity details.
    • Add Client must move to “Call for Demo, Demo Pending, Demo Completed and Future Leads” from the Leads depending on the Demo Status.
  • 🔹 4.5.b Activity List — Help › Mobile App › Sales CRM Mobile Application › 4.5.b Activity List
    • Added Activity's details are displayed in Activity List.
  • 🔹 4.5.c Client Details — Help › Mobile App › Sales CRM Mobile Application › 4.5.c Client Details
    • Employee able to edit client details
    • Click on ‘Edit Details’, fields will be enabled and employees able to edit details.
    • Click on ‘Update’ button updated details are saved.
    • Click on ‘Cancel’ button edited details are not saved.
  • 🔹 4.5.d Client Associates — Help › Mobile App › Sales CRM Mobile Application › 4.5.d Client Associates
    • Click on Client Associates tab, Client Associates screen will display with “Add(+)” icon
    • Click on Add icon fields will display with Save and Cancel buttons
    • Select Associate Type, Qualification and Specialization
    • Enter Name, Contact Number and Email
    • Click on ‘Save’ button to save Client Associates
    • Added Client Associate will display in front screen
  • 🔹 4.5.e Client Payments — Help › Mobile App › Sales CRM Mobile Application › 4.5.e Client Payments
    • Click on Client Payments tab, Client Payments screen will display with “Add(+)” icon
    • Click on Add icon fields will display with Save and Cancel buttons
    • Select Payment Method
    • Enter Collected Amount and Description
    • Click on ‘Save’ button to save Client Associates
    • Added Client Payment will display in front screen
  • 🔹 4.6 Travel Approvals — Help › Mobile App › Sales CRM Mobile Application › 4.6 Travel Approvals
    • Click on Reports tab, Travel approvals screen will be displayed
    • Select From Date and To Date
    • Enter Minimum Visits
    • Click on ‘Search’ button
    • Travel details are displayed with status
  • 🔹 4.7 More — Help › Mobile App › Sales CRM Mobile Application › 4.7 More
    • Click on More tab Leave Management will display.
    • In Leave Management employee have two screens Leave Request and Leave history
  • 🔹 4.7.a Leave Request — Help › Mobile App › Sales CRM Mobile Application › 4.7.a Leave Request
    • Sales Executive able to apply leave and able to see available leave balance.
    • Select leave type
    • Select From date & To date
    • Select second half & First half. (Based on leave requirement)
    • Leave count is displayed automatically
    • Enter reason for leave
    • Click on submit button to submit leave request
  • 🔹 4.7.b Leave History — Help › Mobile App › Sales CRM Mobile Application › 4.7.b Leave History
    • Employee can see the applied leaves and approved leaves in leave history page
    • On click on PDF and Excel icons, Manager able to download reports
  • 🔹 5.3 Punch In/Punch Out — Help › Mobile App › Sales CRM Mobile Application › 5.3 Punch In/Punch Out
  • 🔹 5. Manager Level Features — Help › Mobile App › Sales CRM Mobile Application › 5. Manager Level Features
    • Manager Login
    • Managers have the features to Punch In/Out, Add Client, Add Activity, Employee Location, Attendance Reports, Leave Request and Leave History.
  • 🔹 5.1 Login — Help › Mobile App › Sales CRM Mobile Application › 5.1 Login
    • Enter Company code, Username/Email and Password and click on Login.
  • 🔹 5.2 Dashboard — Help › Mobile App › Sales CRM Mobile Application › 5.2 Dashboard
    • After successful login, main dashboard is displayed.
    • Allow all security popups to continue.
    • Dashboard consist of Prent Date, Punch In and Punch out time, No. Of Presents, No. Of Absents, No. Of Clients Added, Calendar with Presents, Absents, Holidays, Leaves, Week offs, and Graph.
    • Manager consist of seven tabs Dashboard, Add client, Punch In/Out, Activity Dashboard, Employee Location, Attendance Reports and More.
    • Select ‘Select Date’ and ‘Employee Name’
    • Click on Search button to get today’s follow-ups
    • Employees consist of four tabs Dashboard, Add client, Punch In/Out, Activity Dashboard and More
    • Manager consist of seven tabs Dashboard, Add client, Punch In/Out, Activity Dashboard, Employee Location, Attendance Reports and More
  • 🔹 5.2.1 Activities — Help › Mobile App › Sales CRM Mobile Application › 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
    • On click Activities arrow “Activities” screen will display
    • On click “Add Activity” button, Add Activity screen will be displayed
    • On click Camera icon, camera will open and on click Take Picture button image will be taken
    • Enter Description
    • Click on Save button to add activity
    • Added activity is display in Activities screen
  • 🔹 5.3 Punch In/Punch Out — Help › Mobile App › Sales CRM Mobile Application › 5.3 Punch In/Punch Out
    • On click camera tab Punch In screen is display with camera and manager details name and address.
    • Click on the Take Picture button Punch In/Out button will enable and manager able to punch in/out.
    • Punch In/out image is captured.
  • 🔹 5.4 Add Client — Help › Mobile App › Sales CRM Mobile Application › 5.4 Add Client
    • Manager able to add client
    • Click on camera to take picture
    • Enter Organization, Contact Person, Contact Number, Email, Address1, Address2.
    • Select Country, State, City, Pin code.
    • Enter Expected Price and Description.
    • Click on Save button to save Client details.
    • Added client navigate to Activity dashboard screen LEADS column
  • 🔹 5.5 Activity Dashboard — Help › Mobile App › Sales CRM Mobile Application › 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).
    • If the Client was added by the Employee for the very first time, then the Client will be displayed under the Leads.
    • Click on the right arrow, add activity screen is display.
  • 🔹 5.5.a Add Activity — Help › Mobile App › Sales CRM Mobile Application › 5.5.a Add Activity
    • Select Activity Type, Follow Up time, Follow Up Date, Demo Status, and Status.
    • Enter Final Price and Description.
    • Click on ‘Save’ button to save activity details.
    • Add Client must move to “Call for Demo, Demo Pending, Demo Completed and Future Leads” from the Leads depending on the Demo Status.
  • 🔹 5.5.b Activity List — Help › Mobile App › Sales CRM Mobile Application › 5.5.b Activity List
    • Added Activity details are display in Activity List.
  • 🔹 5.5.c Client Details — Help › Mobile App › Sales CRM Mobile Application › 5.5.c Client Details
    • Employee able to edit client details
    • Click on ‘Edit Details’, fields will be enabled and employees able to edit details.
    • Click on ‘Update’ button updated details are saved.
    • Click on ‘Cancel’ button edited details are not saved.
  • 🔹 5.5.d Client Associates — Help › Mobile App › Sales CRM Mobile Application › 5.5.d Client Associates
    • Employee able to add client associates
    • Click on ‘ADD’ button, fields will be displayed and employees able to add details
    • Click on ‘Save’ button details are saved
    • Click on ‘Clear’ button entered details are clear from the fields and added clients screen will display
  • 🔹 5.5.e Client Payments — Help › Mobile App › Sales CRM Mobile Application › 5.5.e Client Payments
    • Client Payments tab will display only after given final price in Add Activity
    • Employee able to add client payments
    • Click on ‘ADD’ button, fields will be displayed and employees able to add details
    • Click on ‘Save’ button details are saved
    • Click on ‘Clear’ button entered details are clear from the fields and added clients screen will display
  • 🔹 5.6 Employee Location — Help › Mobile App › Sales CRM Mobile Application › 5.6 Employee Location
    • All assigned employees including manager names are displayed
    • On click location icon employee present location is displayed.
  • 🔹 5.7 Travel Approvals — Help › Mobile App › Sales CRM Mobile Application › 5.7 Travel Approvals
  • 🔹 5.7.a Travel Approvals — Help › Mobile App › Sales CRM Mobile Application › 5.7.a Travel Approvals
    • Click on Reports tab, Travel approvals screen will be displayed
    • Select From Date and To Date
    • Enter Minimum Visits
    • Click on ‘Search’ button
    • Travel details are displayed with status
  • 🔹 5.7.b Team Travel Approvals — Help › Mobile App › Sales CRM Mobile Application › 5.7.b Team Travel Approvals
    • Click on Team Travel Approvals tab, screen will display
    • Select From Date To Date and Employee Name
    • Enter Minimum Visits
    • Click on ‘Search’ button
    • Team Travel details will display with status
    • Click on the Verify button, record is verified
    • Click on the Reject button, record is rejected
  • 🔹 5.8 More — Help › Mobile App › Sales CRM Mobile Application › 5.8 More
    • Click on More tab Leave Management will display.
    • In Leave Management manager have three screens Leave Request, Leave history and Pending Approvals.
  • 🔹 5.8.a Leave Request — Help › Mobile App › Sales CRM Mobile Application › 5.8.a Leave Request
    • Manager able to apply leave and able to see available leave balance.
    • Select leave type
    • Select From date & To date
    • Select second half & First half. (Based on leave requirement)
    • Leave count is displayed automatically
    • Enter reason for leave
    • Click on submit button to submit leave request
  • 🔹 5.8.b Leave History — Help › Mobile App › Sales CRM Mobile Application › 5.8.b Leave History
    • Manager can see all employees applied leaves, approved leaves, rejected leaves and cancel leaves in leave history page
  • 🔹 5.8.c Pending Approvals — Help › Mobile App › Sales CRM Mobile Application › 5.8.c Pending Approvals
    • Manager can see all employees pending requests.
    • Click View button leave details displayed with Approve and Reject buttons.
    • Click on Approve button leave will be approved.
    • Click on Reject button leave will be rejected.

LMS Instructor​

Help › LMS Instructor​

Source: https://help.spryple.com/lms-instructor/ · last modified 2025-09-01

Screens / options (4): Instructor Login · Course Builder · Dashboard · Reports

  • 🔹 Instructor Login — Help › LMS Instructor › Instructor Login
  • 🔹 Course Builder — Help › LMS Instructor › Course Builder
    • In Course Builder all the courses will be displayed with Add Course button.
    • On click Add course button, Instructor will add course details( Course Title, Tags, Course Description, Difficulty level, Category, Prerequisites, Course Image)
    • On click Next button, Course Content Page will be displayed. Instructor will add Module, Section and content.
    • On click Next, Review Page will be displayed. On click Submit Course, Course will be saved.
  • 🔹 Dashboard — Help › LMS Instructor › Dashboard
    • In Instructor dashboard, Courses Overview, Leader Board, Progress, Badges Earned by Category, Recommended courses will be displayed.
  • 🔹 Reports — Help › LMS Instructor › Reports
    • In Reports, Employees enrolled, completed, Badges, Points, Certificates count will be displayed.

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