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Rooms

Asset Management

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...

Module
assetmanagement

Seats

Asset Management

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...

Module
assetmanagement

Apply Log Regularization

HRMS

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...

Module
hrms

Question Sets

Recruitment

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 ...

Module
recruitment

Candidate Secondary Sources

Recruitment

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...

Module
recruitment

Investment

Payroll

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...

Module
payroll

Todo Priority

Todo

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 ...

Module
todo

Todo Category

Todo

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 ...

Module
todo

Todo Stage

Todo

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. ...

Module
todo

Todo Flow

Todo

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...

Module
todo

Countries

Configurations

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...

Module
configurations

States

Configurations

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...

Module
configurations

Districts

Configurations

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...

Module
configurations

Cities

Configurations

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...

Module
configurations

Tax Group

Configurations

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...

Module
configurations

Asset Audits

Asset Management

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...

Module
assetmanagement

Beginning Asset Stock

Asset Management

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. ...

Module
assetmanagement

Asset Borrow Request

Asset Management

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...

Module
assetmanagement

Sticker Print Settings

Asset Management

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, ...

Module
assetmanagement

Series

Configurations

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 ...

Module
configurations