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The Companies page serves as a master database for your organization, allowing you to manage entity details like contact info, locations, and operational hours. These profiles are used to streamline the HR process by linking specific companies to employee reco...

The Branches page allows you to manage specific office locations within your organization. These branch profiles are essential for the HRMS module to accurately assign employees to their respective physical workplaces and track location-based attendance. To o...

The Cost Centers page is used to define specific departments or units within the organization for financial tracking and payroll allocation.  To open this, navigate to Configuration->My Organization->Cost Centers. Create Cost Center: Enter the...

The User Roles page is used to define and manage specific access levels for different employees. By creating custom roles, you can control which features, modules, and administrative permissions each user can access. To open this, navigate to Configuration->A...

From this page, you can define the hierarchy of user roles within your organization. This is primarily used in CRM to control data visibility — determining which roles can see data belonging to roles below them in the hierarchy. To navigate here, go to Config...

From this page, you can define and manage access rights for user roles or individual employees across all pages and modules in the system. To navigate here, go to Configuration->Access Management->User Rights. Filters: Company: Select the company for whi...

From this page, you can define and manage access rights for user roles or individual employees across dashboard widgets and analytics pages. To navigate here, go to Configuration->Access Management->Dashboard User Rights. Filters: User Role: Select the u...

The Allowed IPs page is a security feature used to restrict system access to specific, trusted networks. It is used to assign Platform Access Policies as well as Remote Clock In. By whitelisting IP addresses, you ensure that employees can only log in...

The Platform Access Policies page allows you to create security rules that allows access to specific platform components based on a user's IP address. These policies ensure that sensitive modules and pages are only accessible from authorized office n...

The Approvals Hierarchy page is used to manage and configure the approval processes for various types of requests across the system. This page allows you to define the hierarchical flow through which requests are approved, ensuring a structured and controlled ...

The Form Builder page allows you to create customized forms used in the organization such as: Probation Feedback Form Consultation Employee Performance Review Client Feedback Training Survey Managerial Review To open this, navigate to Configuration...

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 ...

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 ...

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. States: From this page, you can create a state by selecting the...

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...

This page allows organizations to add external or internal links for employees to access, such as government portals or company intranet sites (e.g., EPF Portal). To open this, navigate to Configuration->General Configuration->Quick Links. Create Quick Link:...

This page is used to create company year for Financial Year, Payroll Year, or Other Year. We can also define the Declaration Window for the investment on that company year. To open this, navigate to Configuration->General Configuration->Year Configuration. ...