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Rooms
This page is used to create rooms. To open this, navigate to Asset Management->Asset Configurations->Rooms. Enter the Room Name (for example, Conference). Select the Company and Branch for the room. Optionally, select the floor for the room. Select Book...
Seats
This page is used to create seats for rooms. To open this, navigate to Asset Management->Asset Configurations->Seats. You can create seats in two ways: By range Individually To create seats by range: Enter the Seat Prefix (for example: Se...
Apply Log Regularization
From this page, you can access the full log regularization history by navigating to the Apply Log Regularization page (HRMS->Attendance->Apply Log Regularization), which lists all your past regularization requests. Each entry shows the requested date, time, t...
Question Sets
Now, from the Question Sets page, you can create a Question Set and add the above created questions to it for easier access. To open this, navigate to Recruitment->Recruitment Configuration->Question Bank->Question Sets. Select the Question Type (Aptitude ...
Candidate Secondary Sources
The Candidate Secondary Sources page is used to create and manage the secondary source of candidates used while creating a new candidate or candidate inquiry during the recruitment process. To open this, you can also navigate to Recruitment->Recruitment Conf...
Investment
From this page, we can create the Investment for Investment Types. To open this, navigate to Payroll->Payroll Configuration->Investment. Investment Name: Enter the name of the investment — for example, LIC, ELSS, or PF. Investment Type: Select the investm...
Todo Priority
To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Priority. From this page, you can create Todo Priority by defining the name and background color. You can choose to make this priority Active in your company or not. The Active flag can ...
Todo Category
To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Category. Name: Enter a name to identify this todo category — for example, Operations or Support. Estimation Required: When enabled, a time estimate must be provided when creating ...
Todo Stage
To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Stage. Stage: Enter a name to identify this stage — for example, Open, In Progress, or Completed. Text Color: Select a color to visually distinguish this stage in the todo list. ...
Todo Flow
To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Flow. Building the Flow: All stages created on the Todo Stage page are listed on the left panel. Drag a stage from the left panel and drop it onto the canvas to add it to the flow. Connect...
Countries
From this page, you can create a country by adding the Country Name and the Country Code. To open this, navigate to Configuration->General Configuration->Regions->Countries. The Bulk Action feature helps to delete multiple countries at once, streamlining t...
States
From this page, you can create a state by selecting the Country and adding the State Name and State Code. To open this, navigate to Configuration->General Configuration->Regions->States. The Bulk Action feature helps to delete multiple states at once, stre...
Districts
From this page, you can create a district by selecting the State and adding the District Name. To open this, navigate to Configuration->General Configuration->Regions->Districts. The Bulk Action feature helps to delete multiple districts at once, streamlin...
Cities
From this page, you can create a city by selecting the Country, State, District and entering the City Name. To open this, navigate to Configuration->General Configuration->Regions->Cities. The Bulk Action feature helps to delete multiple cities at once, st...
Tax Group
From this page, you can group multiple taxes together so they can be applied as a single combined tax entry. To navigate here, go to Configuration->General Configurations->Taxes->Tax Group (or just switch to the next tab from the Tax Master page). Group Name...
Asset Audits
This page is used to schedule and track physical audits of asset rooms. To open this, navigate to Asset Management>Assets Audits. The list shows each audit's Date, Audit By, Status, Report, Room(s), and Assignee(s). You can filter the list by status using th...
Beginning Asset Stock
This page is used when you want to add the Asset to the same Item. To open this, navigate to Asset Management>Beginning Asset Stock. Creating a Beginning Asset Stock: Click the Create button at the top right to open the Create Beginning Asset Stock dialog. ...
Asset Borrow Request
This page is used to raise requests for borrowing or permanently allocating assets to employees. To open this, navigate to Asset Management>Asset Borrow Requests. The list shows each request's Ticket ID, Asset Category, Asset Item, Assignee, Subject, and Typ...
Sticker Print Settings
This page is used to configure the layout and print settings for asset QR code stickers. To open this, navigate to Asset Management>Assets Configurations>Sticker Print Settings. The list shows each setting's Setting Name, Paper Size, Height, Width, Density, ...
Series
The Series page is used to create and manage unique numbering series for various record types across all modules in the system. Each series defines how records are identified and numbered, ensuring consistent and traceable IDs throughout the organization. To ...