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Comp - Off Request
This section is used when employees work on a holiday or weekly off and request a compensatory off to be added to their leave balance. ● At the top, you have filters to sort by status (Pending, Approved, Rejected) and date range filters like Today, This Week,...
WFH Approval
This section displays all work-from-home applications submitted by employees for that current month . You can review and take action on these requests. Use the filter to search by date range and status (Pending, Approved, Rejected). Below the filter, you can s...
Payouts
In this section, you will see the total number of employees, their payout status, days left to process the payout, and the scheduled payout date. You can select the desired month using the filter to view entries for that period. Additional filters allow you to...
Advances & Loans
In this section, you can view all advance and loan requests raised through the Approvals > Vouchers section. You have filters to select the month and year, and you can choose individual or multiple employees at once. You’ll also have the option to mark whether...
Reimbursements
Here you can view all the reimbursement which is being approved in the approval section and now you can approve the payout for the same from here. ● You get a filter to search by sub ledger, month and year. ● You view details of employee reimbursement includ...
Leave Template
In this section, you get access to a standard leave template along with the option to create a new one. When you choose to create a new template, you’ll first enter the template name, followed by a table displaying weekdays and the number of weeks in a month, ...
General Settings
In this section, you can configure important organization-wide settings related to leave and attendance management. The available options include: ● Compensatory Off Request Settings: ○ Enable or disable compensatory off request functionality. ○ Choose the...
Holiday Settings
In this section, you can manage your organization's holidays. Public holidays are highlighted in red, while restricted holidays (RH) are shown in green for easy identification. You can filter holidays by: ● Year ● Holiday name ● Status (Verified, Yet to ver...
Leave Type
This section allows you to view and manage the different types of leaves available in your organisation. To add a new leave type, click on the Add button. A pop-up window will appear where you need to enter the following details: ● Leave Code ● Leave Type...
Company Details
This section captures the basic information related to your organisation, including the employer name, employer type, registered phone number, email ID, registered GST address, payout date, billing address, and the company logo. These details are generally pre...
Payout Date
In this section, you can configure your organization’s payout settings. Choose how monthly salaries should be calculated - either based on the actual number of days in the month or by specifying the organization’s standard working days. You can also decide whe...
Salary Structure
In this section, you can view and manage the different components of the salary structure. The list shows details like the name of the earning, its type, its calculation type, and whether it's considered for EPF and ESI. It also shows the current status - acti...
Compliance Details
This section helps you configure statutory settings related to PF, ESIC, TDS, and Group Insurance as per your organization's policies. Please note, filling out this section is optional and not mandatory for using the platform. It includes the following four me...
Organization Unit
In this section, you can view all your organizational units and create employee groups as needed. There is a search filter available to search by organization unit name. The list shows existing organisation units with key details like the unit name, employee c...
Unit Parameter Settings List
This section displays a list of multiple units within your company. A search bar is available to help you quickly find units by name. The list includes key details such as Company Name, Address, Contractor EPF Number, Contractor ESI Number, Department Count, ...
Approval Workflow
In this section, you can set up and manage the approval process within your organization. You’ll find a filter that allows you to search templates either by employee or by approver. The list below shows all existing approval templates with details such as tem...
User Management
In this section, you can view and manage users within your organization. You also have the flexibility to add new users, define roles, create departments, and assign projects as per your organizational needs. Under User Management there are four sections: U...
Payroll Overview
Payment Advice Report - In this section, you can access detailed payroll reports once attendance is approved and salary structures are included. This report helps you manage, review, and export payment details for each employee in your organisation. ...
Attendance Reports
Check-In/Check Out Report - This report provides a comprehensive view of employees’ check-in and check-out details along with total working hours. It includes fields like TP Code, Employee Code, Employee Name, Designation, Source, Check In Tim...
Statutory Reports
EPF Summary Report - EPF Summary Report provides a comprehensive view of EPF and EPS wages along with their respective contribution details. You can filter the report by selecting a specific month and year, and also search for employees directly usin...