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Minimum Wages
From this page, you can create Minimum Wage configurations based on location and employee category. Based on minimum wage the salary/Basic will be calculated inside a salary structure and if the salary is less as per the component and government rule has ap...
Investment Type
From this page, we can create the Investment Types like 80C, 80D, 80CCC, etc. used for tax exemption declarations and we can define the upper limit for them. To open this, navigate to Payroll->Payroll Configuration->Investment Type. Investment Type: Enter t...
Loan Types
From this page, you can create Loan Types for your company. To open this, navigate to Payroll->Loan Management->Loan Types. To create it, simply define the name of the Loan Type. The Bulk Action button allows you to delete multiple loan types at once, str...
Payroll Headers
From this page, you can create Payroll Headers that define the salary components used in salary structures. To open this, navigate to Payroll->Payroll Configurations->Salary Structures and Headers->Payroll Headers. Header: Enter the name of the payroll head...
Salary Structures
From this page, you can create Salary Structures that define the income and deduction components for employee salaries. To open this, navigate to Payroll->Payroll Configurations->Salary Structures and Headers->Salary Structures. Salary Header: Enter a name ...
Manuals
From this page, you can create the Shelf, Book, and Manual. To open this, navigate to Utilities->Manuals. Shelf: Click on Create->Shelf. Enter a name for your shelf. Enter a description for your shelf. Optionally select and add a book for the shelf if ...
Training Configuration (HRMS)
The Training Configuration page helps in structuring various training programs for employees to enhance skills, ensure smooth onboarding, and maintain overall growth. To open this, navigate to HRMS->Training And Development->Training Configuration. Create...
Todo Configurations
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 ...
Todo
From this page, you can create a Todo Task. To open this, navigate to Utilities->TODOs->Todo. Category: Select the category this todo belongs to. All configured todo categories are displayed as tabs at the top of the form. Select one category per todo. Tit...
Item Categories
On this page, you can create item categories. To open this, navigate to Asset Management->Asset Configurations->Item Categories. To create a category: Enter the category name. Select the category type: Asset Normal item Example: ...
Item Sub Categories
We have already created the Item Categories.Now we will create the Item Sub Categories. To open this, navigate to Asset Management->Asset Configurations->Item Sub Categories. First, select the Item Category (for example, Office Asset). Enter the subcategory...
Item Brands
On this page, you can create the brands for items, such as HP or Dell. To open this, navigate to Asset Management->Asset Configurations->Item Brands. Enter the brand name and create it. With the Bulk Action feature, you can delete multiple item brands at ...
Asset Conditions
This page is used to create asset conditions. To open this, navigate to Asset Management->Asset Configurations->Asset Conditions. Enter the condition name, such as: New Old Broken Select a color for the condition.You can choose a color us...
Floors
From this page, you can create floors for rooms. To open this, navigate to Asset Management->Asset Configurations->Floors. Enter the Floor Name and Floor Number to create a floor. With the Bulk Action feature, you can delete multiple floors at once, s...
Tax Master & Tax Group
Tax Master: This page is used to create tax types for items. To open this, navigate to Configurations->General Configurations->Taxes->Tax Master. Enter the name (for example, Main tax).Select the tax type: Rupees Percentage Enter the value (f...
Vendors
This page is used to create vendors. To open this, navigate to Asset Management->Vendors. Enter the Vendor Name. Enter the Company Name. Enter the Contact Number. Select whether the vendor is Registered or Unregistered. If registered, enter the GST Num...
Asset Items
This page is used to create and manage Items and Assets. To open this, navigate to Asset Management->Asset Items. An Item is a product (for example, Monitor).An Asset is a physical unit of that item.Every asset is an item, but not every item is an asset. ...
Asset Sheet/ Bulk Import
Creating Assets Using Import (Bulk Upload): Assets can be created in bulk by downloading and uploading an import sheet. To open this, navigate to Asset Management->Asset Items. Download Sample Template: On the Items & Assets page: Download the Sampl...
Series (Asset)
The Series page is a crucial and mandatory step in the Asset module, used for creating and managing series for Assets and Items. This page assigns a unique and easily identifiable series number. To open this, navigate to Configuration->General Configuration-...
Support Categories
From this page, you can create Support Categories which are used to categorize your support requirements. To open this, navigate to Support->Support Categories. Name: Enter a name to identify this support category — for example, Stationary Requirement or He...