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Survey
From this page, you can create a Survey. Navigate to HRMS->Engage->Survey. Select the Survey Type as Survey. In the Form Name, select the form created previously. Select if this form is for Employee or Customer in Form For. Select the Department(s) and E...
Announcements
From this page, you can create Announcements. Navigate to HRMS->Engage->Announcements. Select the Company Name, Branch, Department, and Designation and Employees who will receive the announcement. Enter the Title of the announcement. Then configure the fl...
Employee Default Configurations
From this page, you can create Employee Default Configurations which can be optionally added while creating a new employee. You can choose to make this configuration Default or Active. You can add multiple fields in the configuration like Overview, Payroll...
Self Onboarding Configurations
From this page, you can set up Self Onboarding Configurations for employees. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Self Onboarding Configurations. You can select the Department or Designation whose employees can do ...
Departments
From this page, you can create Departments for our company. You can optionally select Head of Department and choose if this department will be shown in the recruitment module. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Depa...
Sub-Department
From this page, you can create Sub-Departments for Departments created previously. You can choose to make it Active or not. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Sub-Departments. The Bulk Action button allows you to ...
Designations
From this page, you can create Designations and optionally add Job Descriptions for them. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Designations.
Relations
From this page, you can create Relations which are associated with Emergency Contact Numbers while creating an employee profile. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Relations. The Bulk Action button allows you to d...
Religions
From this page, you can create different Religions which are used while creating an employee profile. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Religions. The Bulk Action button allows you to delete multiple religions at...
Divisions
From this page, you can create different Divisions for your company which are used while creating an employee profile. And you can optionally select the Head of Division. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Divisions....
Employment Types
From this page, you can create different employment types for employees like Part-Time, Full-Time, Contract Based, etc. which will be used for setting up employee default configurations as well as while creating an employee profile. To open this, navigate to...
Pay Grade Groups
From the Pay Grade Groups page, you can create a pay grade group in which we can add multiple pay grades. To open this, navigate to HRMS->HRMS Configurations->Pay Grades and Groups->Pay Grades Groups. The Bulk Action button allows you to delete multiple pa...
Pay Grades
From the Pay Grades page, you can create different pay grades for employees. You can also choose if we want to make this pay grade active or not. And you can optionally add it in a Pay Grade Group. To open this, navigate to HRMS->HRMS Configurations->Pay Gra...
Timer Tracker
From Project->Timer Tracker, you can monitor the real-time timer activity of all employees across projects. Each employee card displays their current timer status, active task, module, estimated hours, elapsed time, and a description field. You can filter the...
Default Modules
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...
Attendance Calendar
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...
Test Scenario Groups
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...
Vacant Seats
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 ...
Item Models
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...
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...