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From this page, you can configure default modules that are automatically added to every new project created under a specific project category. This saves time by pre-populating standard modules whenever a new project is set up. To navigate here, go to Project...

The Attendance page gives you a full monthly view of your attendance records. To navigate here, go to HRMS->Attendance->Attendance Calendar. At the top of the calendar, a color-coded legend helps you understand what each type of entry means at a glance: Lo...

From this page, you can organize test scenarios into groups, making it easier to assign and manage collections of related test cases across projects. The groups created here can be directly assigned to modules and tasks, making test case management faster and...

The Vacant Seats view shows available seats across the organization. Use cases include: Recruitment Practical exams Pre-onboarding allocations If an employee is not assigned or has not clocked in, the seat status shows Available. Once an ...

This page is used to create the models. To open this, navigate to Asset Management->Asset Configurations->Item Models. First, select the brand (for example, HP).Enter the model name, such as 15-inch Monitor, and create it. Items are identified and created u...

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...

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...

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...

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 ...

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...

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...

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 ...

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 ...

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. ...

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...

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...

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...

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...

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...

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...