Verve HR – Documentation

Overview

Dashboard Is Information Management Tool That Visualizes The Important Metrics In The Software Here The Dashboard To Monitor And Control The Each Of The Areas And Process Of The Organization. Vaales Hrm Provides The Insights Of Information From Hr Point Of View. The Dashboard Is Dynamic In Nature That Is The Metric Changes With The User And Their Permission Set By The Admin. Here Dashboards Consist Of The Following Metrics

Total Projects: Provides The Information Of Total Projects Dealing By The Organization. Clicking On It Will Navigate To That Particular Module Or Function
About To Expire: Provides Information Regarding The Documents Which Is About To Expire In The Organization Which Has Been Already Uploaded Or Documented. Clicking On It Will Navigate To That Particular Module Or Function.
Leave Request: Provides The Information Regarding The Leave Request Made By The Employees In The Organization. Clicking On It Will Navigate To That Particular Module Or Function.
Loan Request: Provides The Information Regarding The Loan Request Made By The Employees In The Organization. Clicking On It Will Navigate To That Particular Module Or Function.
Travel Request: Provides The Information Regarding The Travel Request Made By The Employees In The Organization. Clicking On It Will Navigate To That Particular Module Or Function.
Active Projects: Provides The Information Regarding The Active Projects That The Organization Deals With. Clicking On It Will Navigate To That Particular Module Or Function.
Daily Attendance Verify: Provide The Insights Of Employee’s Attendance On The Basis Of Day. Capturing Information Like In Time And Out Time Of Them.

Overview

Customer Relationship Management Manages The Customers Of The Organization Associated With. This Functionality Has The Details And Other Relevant Parameters Based On The Customer Interaction.

Customer Profile:

Contains The Basic Data And Information Of The Customer.

Mandatory Fields	Description
Name	Customer Name
Mobile Number	Customer Contact Mobile Number
Non-Mandatory Fields
Contact Email
Company Email
Contact Mobile
Contact Person
Country
State
Address
Pincode
Fax
Website
Description

How To Add Customer:

Login To Application -> Click On Crm Module -> Click On Customer -> Fill The Mandatory Fields -> Save

Overview

Company & Branch

Company Profile

Company Profile Is The Functionality Where The User Can Enter The Relevant Data And Information Like Name, Address, Contact Numbers, Email, Website And Also Can Upload Relevant Documents Related To The Company. Company Profile Captures Whole The Basic And Relevant Information Of The Organization The Software Is Operates. There Are Mandatory As Well As Non-Mandatory Fields To Fill Which Includes. Search and filter option is also there in this functionality for easy access to specific data.

Mandatory Fields	Description
Company Name	Name Of The Organization
State	Provide State Of Organization Headquartered
City	City Of Organization Headquarters
Email	Official Email Of The Company
Mobile Number	Official Mobile Number Of Company
Country	Country Of The Organization
Address	Registered Address
Document Type	The Official Documents Prevailing In The Organization Based On Their Business And Process
Document Number	The Registered Number Of The Particular Documents That Organization Uploading In The Platform
Issue Date	The Date In Which The Document Is Issued Or Introduced.
Expiry Date	The Expiry Date Of The Documents Which Has Been Uploaded
Document Upload	The Field Where The User Can Upload The Relevant Document To The Software
Non-Mandatory Fields
Initial	If The Company Have Additional Name
Post Box	Post Box Of Organization
Pin Code	Pin Code Of Organization
Phone Number	Landline Number Of Organization
Registration Number	The Organization Registration Number
Website	The Url Of Company Website
Contact Mobile	If The Organization Have Contact Person Number
Document Description	The Descriptions About The Documents Uploaded

Creating Company Profile:

Click on master -> click on company and branch -> click on company -> click on add new -> enter the mandatory fields -> save.

Branch Profile :

Company Have Branches Situated In One More Locations Here The User Can Add The Branch Information Like Name, Address, Contact Number, Email, Website And So On. In This Function They Can Also Upload Branch Related Company Documents, Which Can Be Specifically for That Particular Branch Which Can Be Any Sort Of Document Which Been Already Created In The Document Type Menu. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Description
Branch Name	Name Of The Branch
Country	Country In Which Branch Operates
City	City The Branch Operates
Email	Official Email Of Branch
Mobile Number	Official Mobile Number Of Company
Currency	The Currency That Particular Branch Deals With
Currency Decimal
Minimum Shift Hours
Address	Registered Address
Document Type	The Official Documents Prevailing In The Branch Based On Their Business Operations
Document Number	The Registered Number Of The Particular Documents That Organization Uploading In The Platform
Issue Date	The Date In Which The Document Is Issued Or Introduced.
Expiry Date	The Expiry Date Of The Documents Which Has Been Uploaded
Document Upload	The Field Where The User Can Upload The Relevant Document To The Software
Non-Mandatory Fields
Initial	If The Company Have Additional Name
Post Box	Post Box Of Organization
Pin Code	Pin Code Of Organization
Phone Number	Landline Number Of Organization
Registration Number	The Organization Registration Number
Website	The Url Of Company Website
Contact Mobile	If The Organization Have Contact Person Number
Document Description	The Descriptions About The Documents Uploaded
State	State In Which The Branch Operates

How To Add Branch Profile:

Click On Master -> Click On Branch -> Click On Branch Profile -> Click On Add New Button -> Fill The Mandatory In Basic Details -> Navigate To Document Upload Page -> Fill The Mandatory Information And Upload Document -> Save

Employee

This is the master module of employee where it contains all the information of employees in the organization

1. Employee Profile

This is the functionality to enter and do employee profiling by providing basic details and other relevant information. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Description
Branch	Name Of The Branch
Title	Providing the title ( Mr / Mrs.)
First Name	First name of employee
Last Name	Last Name of employee
Gender	Select the gender
Marital status	To select the marital status
Date Of Birth	Providing date of birth
Employee Category	Whether the employee belong to which category or division as per the organization defines
Date of joining	The date in which employee joined
Employee Designation	The designation of employee which can be selected
Type	The employee belongs to Hourly of monthly salary basis
Nationality	Providing the nationality of employee
Employee login Option	Whether the employee have the privilege to login to the software can be assigned here
Mobile Number	Providing the mobile number of employee
Select Country of residential Address	Provide the country for residential address
residential Address	Provide residential address
Select country for passport address	Provide the country for passport address
Passport address	Provide passport address
Non-Mandatory Fields
Middle name
Reference Number	The reference number of employee if any
Company Email	Providing email given by company
Date of arrival	The date in which employee arrived at office
Induction date	The date in which employee had the induction program before starting the work
Medical date
Pay grade	The salary level of employee
Office shift	Which working shift the employee belongs to
Basic Salary	The predefined basic salary offered to employee
Recruiter	The employer who recruited the employee
Reporting To	The person concern whom the employee needs to report
Personal Email	Personal email id of employee
State	Providing state for both residential and passport address

2. Employee Vacation

This functionality is for to fix the vacation period of each employees as per defined by the organization. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Select Employee	The employee in which the vacation need to incorporated
Start Date	The day and date in which the vacation starts for that employee
End Date	The day and date in which the vacation ends

How to add employee vacation:

Click on master -> Click on employee -> click on vacation -> click on add new -> enter the mandatory fields -> save.

3. Employee Promotion

This is the functionality to enter an employee promotion details from one designation to others.

Mandatory Fields	Descriptions
Select Branch	The branch in which employee is working
Employee	Employee name
Current Designation	Auto generated as per the employee current details
Current Grade	Auto generated as per the employee current details
New Designation	Enter the new designation
New Grade	Enter the new grade
Promotion Title	The name of the promotion
Promotion Date	The date in which the employee got promoted
Non-Mandatory Fields
Description

How to add employee promotion:

Click on master -> Click on employee -> click on promotion -> click on add new -> enter the mandatory fields -> save.

4. Transfer

This is the functionality to enter the information regarding employee transfer from one branch or department to another. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Employee	Employee name
Transfer Date	The date in which the employee is getting transferred
Transfer from Branch	Auto generated as per the employee current details
Transfer to branch	The branch in which the employee getting transferred
Select Department	Enter the department where the employee is getting transferred
Description	Provide any descriptions regarding it
Non-Mandatory Fields
Upload Documents	Can upload documents if anything related to employee transfer

How to add employee transfer:

Click on master -> Click on employee -> click on transfer -> click on add new -> enter the mandatory fields -> save.

5. Employee Resignation

This is the functionality to enter the information regarding employee resignation from the organization. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Branch	Select the branch in which employee works
Employee	Employee name
Reporting To	The person concern to which the employee is reporting
Notice Date	The date in which notice period starts
Resignation Date	The date in which employee is resigning
Reason	Reason for resignation
Upload Documents	Upload all relevant documents included in the process of resignation

How to do employee resignation:

Click on master -> Click on employee -> click on resignation -> click on add new -> enter the mandatory fields -> save.

6. Employee Termination

This is the functionality to enter the information regarding employee termination from the organization. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Branch	Select the branch in which employee works
Employee	Employee name
Notice Date	The date in which notice period starts
Termination Date	The date in which employee is being terminated
Reason	Reason for terminated
Upload Documents	Upload all relevant documents included in the process of resignation

How to add employee termination:

Click on master -> Click on employee -> click on termination -> click on add new -> enter the mandatory fields -> save.

7. Employee Exit

This the functionality to add the information regarding employee exit that is the process final settlement done by the employer from the organization. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Employee	Employee name
Exit Date	The date in which employee is leaving the company
Exit Type	The type whether it’s a resignation/Termination or any other means
Is Gratuity Paid	Did the settlement of gratuity done or not can be checked here
Description	Add any description
Is Due	Add any dues in document or salary etc. can be entered here
Due Description	If there is anything Due from the employee the description will be added here.

How to add employee Exit:

Click on master -> Click on employee -> click on exit -> click on add new -> Enter the mandatory fields -> Check the gratuity/Due option -> save.

Attendance

This functionality provides and adds information regarding the attendance of single or whole employees working in the organization.

1. Single Option

The attendance details of one particular employee can be listed out here by following parameters

Branch – Selecting the branch in which an employee is working
From date – Selecting the date range
Select Employee – Selecting the employee name from the list.

The single option attendance list will contain the below-mentioned fields

Reference Number: Reference number with respect to employee
Name: Employee name
In Time: Mark time in which employee punch in to work
Out Time: Mark the time in which employee punch out from work
To date: The date range

How to list of Single option in attendance:

Click on master -> Click on attendance -> click on single option -> enter the fields in time while check in and out time while check out -> Click on the save option under action.

2. Bulk Option

The attendance for one or more employees which they don’t have the access to the platform will be entered here by an official of the organization.

The attendance details of one particular employee can be listed out here by following parameters

Branch – Selecting the branch in which employee is working
From date – Selecting the date range
Select project – Selecting the project list which employees is working
In Time: Mark time in which employee punch in to working
Out Time: Mark the time in which employee punch out from work
To date: The date range

How to add of Bulk option in attendance:

Click on master -> Click on attendance -> click on bulk option -> enter the fields in time while check in and out time while check out -> Click on the assign all option.

3. Base User Option

This functionality will list out the attendance marking of a particular user who logged in to the application with their respective username and password.

The attendance details of one particular employee can be listed out here by following parameters

Branch – branch in which employee is working
From date – Selecting the date range

The Base user option attendance list will contains the below mentioned fields

Reference Number: Reference number with respect to employee
Name: Employee name
In Time: Mark time in which employee punch into work
Out Time: Mark the time in which employee punch out from work

To date: The date range

How to add base user option in attendance:

Click on master -> Click on attendance ->click on base user option -> enter the fields in time while check in and out time while checking out -> Click on the save option under action.

Request and Approval

Request and Approval Are the Areas Which The Employee Can Generate A Request On The Basis Of The Criteria And Categories To The Respected Person Of Contact And The Also The Employee Can Know The Status Generated Request In The Approval Section The Request And Approval Consist Of The Following Modules:

Leave: This Is The Functionality Which The Employee Can Generate The Request For Granting Permission For Leave. Search and filter option is also there in this functionality for easy access to specific data

Mandatory Fields	Descriptions
Leave Type	The Categories Of Leave Like Sick Leave, Casual Leave And Other Prevailing Types Of Leave In The Organization
Choose Date	The Date Range Which The Employee Is Apply For Leave
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Leave
Reason	Providing The Reason For Taking The Leave By Employee

How To Do Leave Request:

Click On Request And Approval -> Click On Request -> Click On Leave Request -> Add New -> Enter The Mandatory Filed -> Send

1. Loan

This Is The Functionality Where The Employee Can Request For Gaining Loan Amount

Mandatory Fields	Descriptions
Request Date	The Date In Which The Request Is Being Made
Loan Amount	The Amount In Which The Employee Request For
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Loan
Description	Providing The Description For Taking The Loan By Employee

How To Do Loan Request:

Click On Request And Approval -> Click On Request -> Click On Loan Request -> Add New -> Enter The Mandatory Filed -> Send

2. Travel

This Is The Functionality Where The Employee Can Request For Travel To Specific Location

Mandatory Fields	Descriptions
Travel Date	The Date In Which The Employee Travelled
Purpose Of Visit	Noting The Purpose Whether Is Official Or Not
Place	The Place Where The Employee Is Travelling
Travel Mode	The Way In Which The Employee Travelled Whether It’s On Public Or Private Commute
Arrangement Type
Expected Budget	Amount Spend Or About To Spend On That Travel
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Travel Request
Reason	The Reason For Travel
Approval Request	This Is The Area Where The Employee Provide The Actual Budget Incurred On The Trip And Raise The Request Again

How To Do Travel Request:

Click On Request And Approval -> Click On Request -> Click On Travel Request -> Add New -> Enter The Mandatory Filed -> Send

3. Advance Salary

This Is The Functionality Where The Employee Can Request For Taking Salary Advance

Mandatory Fields	Descriptions
Request Date	The Date In Which The Request Is Being Made
Amount	Amount That Is Requested For Salary Advance By The Employee
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Travel Request
Reason	The Reason For Travel
Non-Mandatory Fields
Description	Any Description About That If Needed

How To Do Advance Salary Request:

Click On Request And Approval -> Click On Request -> Click On Advance Salary Request -> Add New -> Enter The Mandatory Filed -> Send

4. Other Request

If The Employee Needs To Request Other Than The Request Stated Above Can Be Done Through This Functionality.

Mandatory Fields	Descriptions
Request Date	The Date In Which The Request Is Being Made
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Travel Request
Other Request Type	Can Select The Other Request Type Which Is Being Created In Settings
Reason	The Reason For The Request
Non-Mandatory Fields
Upload Documents	Upload Any Documents If Necessary

How To Do Other Request:

Click On Request And Approval -> Click On Request -> Click On Other Request -> Add New -> Enter The Mandatory Filed -> Send

Bulk Request

1. Leave

This Is The Functionality Which The Employer Can Generate Request From One Or More Employee Who Doesn’t Have The Access To The Software Like Labors And Other Related Staffs For Granting Permission For Leave.

Mandatory Fields	Descriptions
Select Branch	The Branch In Which The Employee Is Working
Leave Type	The Categories Of Leave Like Sick Leave, Casual Leave And Other Prevailing Types Of Leave In The Organization
Select Employee	The Select Employee To Get Details About The Request
Choose Date	The Date Range Which The Employee Is Apply For Leave
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Leave
Reason	Providing The Reason For Taking The Leave By Employee

How To Do Leave Request In Bulk Request:

Click On Request And Approval -> Click On Bulk Request -> Click On Leave Request -> Add New -> Enter The Mandatory Filed -> Save

2. Loan

This Is The Functionality Where The Employee Can Bulk Request For Gaining Loan Amount

Mandatory Fields	Descriptions
Select Branch	The Branch In Which The Employee Is Working
Select Employee	The Select Employee To Get Details About The Request
Request Date	The Date In Which The Request Is Made
Loan Amount	The Amount In Which The Employee Request For
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Leave
Description	Provide The Description Related To That

How To Do Loan Request In Bulk Request:

Click On Request And Approval -> Click On Bulk Request -> Click On Loan Request -> Add New -> Enter The Mandatory Filed -> Save

3. Travel

This Is The Functionality Where The Employer Can Check The Request For Travel Of Labors To Specific Location

Mandatory Fields	Descriptions
Select Branch	The Branch In Which The Employee Is Working
Select Employee	The Select Employee To Get Details About The Request
Request Date	The Date In Which The Request Is Made
Purpose Of Visit	Noting The Purpose Whether Is Official Or Not
Place	The Place Where The Employee Is Travelling
Travel Mode	The Way In Which The Employee Travelled Whether It’s On Public Or Private Commute
Arrangement Type
Expected Budget	Amount Spend Or About To Spend On That Travel
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Travel Request
Reason	The Reason For Travel
Non-Mandatory Fields
Upload Documents	Upload Any Documents If Necessary
Actual Budget	Providing The Actual Expense Incurred

How To Do Travel Request In Bulk Request:

Click On Request And Approval -> Click On Bulk Request -> Click On Travel Request -> Add New -> Enter The Mandatory Filed -> Save

4. Advance Salary

This Is The Functionality Where The Employer Can Generate Advance Salary Request From One Or More Employee Who Doesn’t Have The Access To The Software Like Labors And Other Related Staffs For Granting Permission.

Mandatory Fields	Descriptions
Select Branch	The Branch In Which The Employee Is Working
Select Employee	The Select Employee To Get Details About The Request
Request Date	The Date In Which The Request Is Made
Amount	The Requested Amount For Advance Salary
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Request
Reason	Providing The Reason For Taking The Leave By Employee
Non-Mandatory Fields
Description	Add Any Description If Needed

How To Do Advance Salary Request In Bulk Request:

Click On Request And Approval -> Click On Bulk Request -> Click On Advance Salary Request -> Add New -> Enter The Mandatory Filed -> Save

5. Other Request

This Is The Functionality Where The Employer Can Generate Any Other Request Apart From This From One Or More Employee Who Doesn’t Have The Access To The Software Like Labors And Other Related Staffs.

Mandatory Fields	Descriptions
Select Branch	Select The Desired Branch
Select Employee	Select The Desired Employee
Request Date	The Date In Which The Request Is Being Made
Reporting To	The Reporting Manager Or Person Who Needs To Approve The Travel Request
Other Request Type	Can Select The Other Request Type Which Is Being Created In Settings
Reason	The Reason For The Request
Non-Mandatory Fields
Upload Documents	Upload Any Documents If Necessary

How To Do Other Request In Bulk Request :

Click On Request And Approval -> Click On Bulk Request -> Click On Other Request -> Add New -> Enter The Mandatory Filed -> Save

Approval

This The Module In Which The Person Concern Confirm Or Reject The Request That Already Been Made.

Leave Approval

Approving The Leave Request That Being Already Made.

How To Approve Or Deny Leave Request:

Click On Request And Approval -> Click On Approval -> Click On Leave -> Click On Icon Under Action -> Click Approve Or Reject

Loan Approval

Approving The Loan Request That Being Already Made.

How To Approve Or Deny Leave Request:

Click On Request And Approval -> Click On Approval -> Click On Loan -> Click On Icon Under Action -> Click Approve Or Reject

Travel Approval

Approving The Travel Request That Being Already Made.

How To Approve Or Deny Leave Request:

Click On Request And Approval -> Click On Approval -> Click On Travel -> Click On Icon Under Action -> Click Approve Or Reject.

Advance Salary Approval

Approving The Advance Salary Request That Being Already Made.

How To Approve Or Deny Leave Request:

Click On Request And Approval -> Click On Approval -> Click On Advance Salary -> Click On Icon Under Action -> Click Approve Or Reject

Other Approval

Approving The Travel Request That Being Already Made.

How To Approve Or Deny Leave Request:

Click On Request And Approval -> Click On Approval -> Click On Travel -> Click On Icon Under Action -> Click Approve Or Reject

Overview

Payroll Is The List Of Organizations Employees And The Salary Or Amount Needs To Pay To The Employees By The Organization. The PayRoll Usually Generated Toward The End Of Every Month.

Options For Generating Payroll

Month: Month The Payroll Needs To Be Generated
Year: The Concern Year In Which The Payroll Needs To Be Generated
Select Project: If The Payroll To Be Generated For The Employees Worked For a Specific Project
Search Employee: The Payroll Of Individual Employees Also Can Be Generated

How To Generate Payroll:

Click On Payroll -> Click On Payroll Monthly -> Select The Options Of Payroll Generation -> Click On Generate All.

Overview

This functionality will provide information regarding the suppliers incorporated within the organization and contains the relevant data about them.

Supplier Profile

This functionality contains the basic profiling details of the supplier for better understanding.

Mandatory Fields	Descriptions
Select Branch	The user can select the particular branch of the organization
Shift Name	Provide the shift name whether its Day or Noon or Night section
Shift Total Hours	The user can provide the working Hours of each shifts
Non-Mandatory Fields
Mobile	Alternative mobile number
Company Email	The company email ID of supplier
Contact Email	The contact Email Id of the supplier
Contact Person	The contact person of the supplier
Select Country	Picking the country which has been already added in the settings module
Currency	Picking the currency which has been already added in the settings module
Address	Providing the address of the supplier
Description	Providing description if any

How to add Supplier:

Click on supplier -> click on supplier profile -> Click on add new -> fill the mandatory details -> save.

Overview

Report Section Gives The Organization The General And Focused Reports Related To Human Resources

Company Document

This Functionality Will Generate The Reports Related To Company Documents. Which Can Be Generated On The Basis Of Options Like

Status: Whether It’s Expired Or Not
Issue Date: On The Basis Of Issued Date Of The Document
Expiry : On The Basis Of Expiry Date Of The Document

How To Download The Company Report Pdf :

Click On Reports -> Click On Company -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Company Report :

Click On Reports -> Click On Company -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Branch Document

This Functionality Will Generate The Reports Related To Branch Documents. Which Can Be Generated On The Basis Of Options Like

Status: Whether It’s Expired Or Not
Issue Date Range: On The Basis Of Issued Date Range Of The Document
Expiry Date Range: On The Basis Of Expiry Date Range Of The Document

How To Download The Branch Document Report Pdf :

Click On Reports -> Click On Branch -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Branch Document Report :

Click On Reports -> Click On Branch -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Employee Reports

This Functionality Can Generate Basic Reports Of The Employee On The Basis Of These Criteria’s

Search By Branch: The Branch In Which The Employee Is Working
Designation: The Designation Of Employee
Employee Category: The Category In Which Employee Belongs To.
Office Shifts: The Shits In Which The Employee Is Working
Employee: On The Basis Of Employee Name
Reference Number: On The Basis Of The Reference Number Provided To Employee
Date Of Join: The Date In Which Employee Joined The Organization
Type: Whether The Employee Is In Hourly Salary Of Monthly Salary
Status: Whether The Employee Is Authorized By The Person Concern Or Unauthorized
Employee Exit:

How To Download The Employee Report Pdf :

Click On Reports -> Click On Employee -> Click On Employee Report -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Employee Report :

Click On Reports -> Click On Employee -> Click On Employee Report -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Employee Document Reports

This Functionality Will Generates Reports Based On Employee Documents Based On These Parameters

Status: Whether It’s Expired Or Not
Issue Date Range: On The Basis Of Issued Date Range Of The Document
Expiry Date Range: On The Basis Of Expiry Date Range Of The Document

How To View The Employee Document Report Pdf :

Click On Reports -> Click On Employee -> Click On Employee Document Report -> Select The Options In Which The Reports Needs To Generated -> Click On The Icon Under Preview Option

Employee Attendance Reports

This Functionality Generates Reports Of Employee Attendance Containing this Information.

Employee Name: The Name Of The Employe
In Time: The Time In Which Employee Signed In To Work
Out Time: The Time In Which Employee Signed Out From Work
Project: Specific Project The Employee Working On
Over Time Hours: Whether The Employee Took Any Additional Hours For Work Rather Than The Defined Working Time
Total Work Time Hours: The total working time of the employee

The attendance report can be generated on the basis of

Date wise: Generating on the basis of particular date
Month and year: On the basis of particular month and year

Request Reports

Reports Based On The Request Made By The Employees In The Organization

Travel Request Reports

This Functionality Will Generate Travel Request Made By The Employees On The Basis Of These Criteria’s

Search By Branch: The Branch In Which The Travel Request Being Made
Request Number: The Request Number Of The Made Request
Employee: The Employee Name Whom The Request has Proceeded
Reporting To: The Reporting Manager Of The Request
Start Date: The Date In Which The Commutation Happened
End Time: The Date In Which Commutation Ended
Status: Whether The Request Is Applied, Approved Or Rejected.

How To Download The Travel Request Report Pdf :

Click On Reports -> Click On Request -> Click On Travel Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Travel Request Report :

Click On Reports -> Click On Request -> Click On Travel Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Loan Request Reports

This Functionality Will Generate Loan Request Made By The Employees On The Basis Of These Criteria’s

Search By Branch: The Branch In Which The Travel Request Being Made
Request Number: The Request Number Of The Made Request
Employee: The Employee Name Whom The Request has Proceeded
Reporting To: The Reporting Manager Of The Request
Request: The Date In Which The Request Being Made
Status: Whether The Request Is Applied, Approved Or Rejected.

How To Download The Loan Request Report Pdf :

Click On Reports -> Click On Request -> Click On Travel Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Loan Request Report :

Click On Reports -> Click On Request -> Click On Travel Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Leave Request Reports

This Functionality Will Generate Leave Request Made By The Employees On The Basis Of These Criteria’s

Search By Branch: The Branch In Which The Travel Request Being Made
Request Number: The Request Number Of The Made Request
Employee: The Employee Name Whom The Request has Proceeded
Reporting To: The Reporting Manager Of The Request
Leave Type: On The Basis Of Category Of Leave Whether Its Casual, Sick. Loss Of Pay Etc.
Start Date: The Date In Which The Leave Taken
End Time: The Date In Which Leave Ended.
Status: Whether The Request Is Applied, Approved Or Rejected.

How To Download The Leave Request Report Pdf :

Click On Reports -> Click On Request -> Click On Leave Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Download Report Option

How To Export To Excel The Leave Request Report :

Click On Reports -> Click On Request -> Click On Leave Request -> Select The Options In Which The Reports Needs To Generated -> Click On The Export To Excel Option.

Overview

Profile

This gives the relevant and basic information regarding the project that the organization deals with in order to get prior understanding of it.

Mandatory Fields	DESCRIPTION
Branch*	The branch in which project is handling
Project Name*	The name of the project
Customer Name*	The customer for whom the project needs to deliver
Project Number*	The specified number of the project put by the organization
Start Date*	The fixed date in which the project is starting
Approx Delivery Date*	The anticipated delivery date in which the project will be delivered
Budget Hours*
Project Priority*	Whether the project belongs to high or low priority can be fixed here
Project Status*	The current progress of project
Description*	Providing other descriptions related to project

Non Mandatory Fields:
Project Type	Is the project is billable every month or its flat single payment
Select Currency	The currency of project billing amount
Estimated Cost	Estimated cost incurred on the project
Exchange Rate	The exchange rate according to currency conversions
Select Project Expense	Selecting the types of expenses incurred while doing the project
Select Project Leader	The project manager or leader who deals with the work
Project Summary	Overall summary of the project can be added here
Reference Number	Providing any reference number for the project identification
phase Number	Providing phase number if any

How to add project profile :

Click on master 🡪 click on project 🡪 click on profile 🡪 provide the mandatory fields 🡪 save.

Assign Employees to Project Once Created:

Once the project profile is created the next step is to assign the employees to the specific project manager or person concern.

The search criteria in assigned employee done by these criteria

–> Selecting Branch – Branch in which the project is happening

–> Selecting Employee – selecting particular employee working on the project

–> Selecting Recruiter – Selecting the recruiter where the employee comes under that

–> Assigned Options – There are 3 things comes under this 1. All employees under the project 2. Assigned employees to the particular project 3. Not assigned employees

Mandatory Fields	DESCRIPTION
Cost Type	Whether is payment is hourly or monthly basis
Cost	The cost incurred for the employee
Date Period	The date range of the employee working on the project
Allow multiple	Allow for multiple entry
Non Mandatory Fields:
Overtime Cost	The cost incurred when the employee worked over time than the preferred working hour

How to assign work to employees in the project:

Click on master -> click on project -> click on profile -> click on the plus icon under assign employee option -> fill the mandatory fields -> save.

Uploading Document in Project Profile:

If any documents related to the project can be uploaded in this function.

Mandatory Fields	DESCRIPTION
Document Number*	The concern number of the document
Document Name*	The name of the document which is uploading
Upload*	Uploading the documents by selecting the upload option
Non Mandatory Fields:
Description	Provide description if any

How to upload documents in project:

Click on master -> click on project -> click on profile -> click on the upload icon under upload option -> fill the mandatory fields -> save.

Adding Permission to Employees For Particular Employees:

This is the option where the project manager can assign permission to a particular employee who works in the project.

The permission criteria are:
— Selecting the employee

How to add permission in the project:

Click on master -> click on the project -> click on profile -> click on the permission icon under permission option -> fill the mandatory fields -> save.

Project Note

This is the functionality where the user can add any notes or descriptions regarding the project that’s organization works on.

Mandatory Fields	DESCRIPTION
Select Project	Selecting the project from the entered project profile list
Subject	Providing proper subject for the project Note
Note	Provide notes regarding the project

How to add project note :

Click on master -> click on the project -> click on project note -> provide the mandatory fields – save.

Task

This is the functionality where the user can add tasks under the project which has been already created and provide the details based on that.

Mandatory Fields	Description
Project*	Selecting the project already created
Task Name*	Providing the task name for the correspondent project
Start Date*	The date in which project is starting
Date of Completion*	The expected date of completion of the project
Billing Status*	If its billable not billable or a mix of both
Status*	The status of the project whether its completed on going, cancelled or not
Time Entry Required	Whether the working time need to be entered
Description*	Provide any description regarding the project
Non Mandatory Fields
Estimated Hours	The estimated hours of project completion
Currency	The currency in which the project is billed
Exchange Rate	The exchange rate value of currency
Estimated Cost	Estimated cost for the budget
Per Day Expense Cost	The expected per day cost incurred on the project
Per Day Charge Rate	The expected per day charge to be paid for the project development
Per Day Expense Charge Rate	The expected per day expense charge rate incurred

How to add a task:

Click on master -> click on the project -> click on task -> provide the mandatory fields -> save.

Sub Tasks

Sub tasks are the activities assigned to an employee by the person concern under the tasks. In this functionality, user can enter relevant data and assign the sub-tasks accordingly.

Mandatory Fields	Description
Task*	Selecting the task which is already created
Sub Task*	Creating sub task under the task which is created
Start Date*	The starting date of the sub task
Date of Completion*	The expected completion date of the sub task

Estimated Hours*	Estimated hours for project task completion
Billing Status*	If its billable not billable or a mix of both
Assigned By*	The person concern assigned the sub task to the employee
Time Entry Required	Whether the working time need to be entered
Description*	Provide any description regarding the project
Non Mandatory
Select Currency	The currency chosen for sub task work
Exchange Rate	The exchange rate value of currency
Estimated Cost	Estimated cost for the budget
Total Time Taken	Total time taken for sub task completion
Per Day Expense Cost	The expected per day charge to be paid for the project development
Per Day Charge Rate	The expected per day expense charge rate incurred
Per Day Expense Charge Rate	The exchange rate value of currency

How to add a task:

Click on master -> click on project -> click on sub task -> provide the mandatory fields -> click on assign.

Task Board

This gives the representation of the project tasks and subtask status and progress on the basis of time and date. Through representation the project lead can get the information regarding the current status of the project how much it is completed and which all are the tasks and sub tasks currently working whole lot of information can be easily gained through this functionality.

How to navigate to the task board:

Click on master -> click on project -> click on task board ( You can see the task board details listed underneath)

Timesheet

Timesheet generates the logging in of each member to the project thereby tracking the working hours of each team member working on the assigned tasks. This helps for tracking the billing of the project and keeping a track on the pace of the project. The timesheet will be fixed based on the client requirement in how many days the project will be delivered and the hours taken for completion of the particular project can also be recorded using this. Timesheet is generally created by the employees working on a specific project

How to navigate to timesheet:

Click on master -> click on project -> click on timesheet ( You can see the time sheet details listed underneath)

Timesheet Approval

The finalized timesheet on the basis of time and budget added by the employee need to be approved by the project manager, in order to find any issues or need some rectification for the same.

How to approve all timesheet:

Click on master 🡪 click on project 🡪 click on approval🡪 click on accept all for approving all

How to approve individual timesheet:

Click on master 🡪 click on project 🡪 click on approval🡪 click on accept icon under action menu

How to reject all timesheet:

Click on master -> click on project -> click on approval -> click on reject all for total rejection

How to reject individual timesheet:

Click on master -> click on project -> click on approval -> click on reject icon under action menu

Overview

General Settings

Language Settings

The language section is the functionality where the user can add the languages followed or prevailing in the organization.

Non Mandatory fields	Description
Key
Value

How to add languages:

Click on settings -> Click on general settings -> click on languages -> click on add new -> enter the mandatory fields -> save.

Nationality

This functionality is generally used to add the nationality as well as in all modules in the software.

Mandatory	Description
Nationality	The field which can be used to add the nationalities of the employees in the organization as well as in all other modules of the software.

How to add the nationality:

Click on the settings -> Select general settings -> Click on nationality -> Add new -> add the mandatory details -> Save

State

State field is considering as the sub category to the nationality where the organization can add the state of needy in every modules of the software as mentioned in nationality.

Mandatory	Description
Select Country	This field is to fill the country where the employees belong to and also it will be helpful to sort the states easily.
State Name	The state name is the field to fill the states and also can be used in all other modules as mentioned

How to add state:

Click on settings -> select general settings -> click on state -> Add New -> Fill the mandatory details -> Save.

Currency

This is the field to enter the currency of different countries which has a relationship with the organization.

Mandatory	Description
Currency name	Since different countries have different currencies, name too may vary. This field is to enter the currency name and name of countries for easiness in business functions
symbol	Currencies of different countries can have different symbolic representations .This field is to enter such symbols to identify that which currency belongs to which country
Exchange rate	The currency value for the purpose of conversion to another may varies in every country. this can happen day by day. this field is to enter the proper exchange rate of currency on a daily basis.

How to add currency:

Click on settings -> Select general settings -> Click on currency -> Add new Currency -> Add required details -> Save

Serial Number

Serial numbers are very important to track the details regarding every single area of operations followed in the organization. The different area has a different serial number for distinguishing.

Non mandatory	Description
Type	There are different types of serial numbers are there. They can either be strictly numerical, letters or any symbols. this is to identify the type of entering serial no
Prefix	This field will specify the prefix in front of each serial number.
Last no	Preferred last number of serial number
length	This field shows the length of the serial number of each product

How to add a serial number:

Click on settings -> select general settings -> Click on serial number -> Add serial numbers as per requirements -> Save.

Administration

This functionality includes the settings based on an administration level that purely concentrate on the HR process.

1. Roles and Privileges

This is the functionality to provide a specific role according to the organizational working structure.

2. User Management

This the functionality where the admin can create users for operating this software.

Non-mandatory	Description
First Name	The first name of user
Last Name	The last name of the user
Email	The specific email ID for the user
Mobile	Mobile number of user
Password	Set the password for user
Confirm Password	Confirming the set password

How to add user management:

Click on settings -> Click on administration settings -> click on user management -> enter the fields -> save.

Company

This is the functionality where we can add the basic process details and other relevant information comes under the company.

1. Document Type

This is the functionality to add documents comes under each master.

Mandatory Fields	Description
Selecting Type	Comes under which module Company, Branch, Employer, Supplier etc.
Name	The Document name
Non-Mandatory Fields
Description	Adding description if necessary

How to add Document Type:

Click on settings -> Click on Company settings -> Click on document type -> click on add new -> fill the mandatory fields -> save.

2. Company Policy

In this functionality the company can new policies and start and end time of that. Each companies have their own policies like HR policies, leave policies, Maintenance policies, Onboarding polices etc. which they follow strictly in the organization. so through this they can easily create and track the policy related process.

Mandatory Fields	Description
Selecting Company	Selecting the company if the software operates on one or more companies and specifically set the policies for that.
Policy Name	The policy name of policy which is being implemented
Start Date	The official declaration of the policy to be followed by the employees
Description	Entering the important Information regarding the declared policy
Non-Mandatory Fields
Expiry Date	If the policy is for a particular point of time then we can set the expiry date

Adding Company Policy:

Click on settings -> Click on Company settings -> Click on company policy -> click on add new -> fill the mandatory fields -> save

3. Supplier Type

This functionality add and includes information related to type of suppliers in the organization whether they are local suppliers or international like wise.

Mandatory Fields	Description
Supplier Type	Provide a description of the supplier

Adding Supplier Type:

Click on settings -> Click on Company settings -> Click on supplier type -> click on add new -> fill the mandatory fields -> save

4. Other Request Type

This functionality add and includes information related to type of request other than those mentioned in the requests module.

Mandatory Fields	Description
Type Name	Providing the name of the request type

Adding Supplier Type:

Click on settings -> Click on Company settings -> Click on Other request type -> click on add new -> fill the mandatory fields -> save.

Branch

This is the functionality where we can add the basic process details and other relevant information comes under the branch of an organization.

1. HR year

This is the functionality where the organization can enter the HR year in order to specify the HR activities and programs comes under which year.

Mandatory Fields	Descriptions
Start Date	Entering the starting date of the HR year
End Date	Entering the ending date of HR year
Is current	Is the year followed is current year

How to add HR year:

Click on settings -> Click on branch settings -> Click on HR year -> Click on add new -> Add the mandatory fields -> Tick if the year is currently following -> Save.

2. Paygrade

This is considered as the salary given to employees in an organization of different designations .

Mandatory	Description
Select designation	This is the field used to enter the designations of different employees in the organization .
Grade	The jobs in an organization varies according to the designations provided for the employees.thus the grade of salary also changes.This field helps to assign those grades easily
Amount	Amount is the salary range that provided for each employee as per the designation of an organization. This is a field which we can enter the amount details that paid to employees as the salary
Non mandatory
Types
HS [Hourly salary]	The field used to enter the data related with the salary which is given to a employee per hour
BS [basic salary]	Similar to the HS,BS is the basic salary provided ,and which can be enter in this field
Leave reduction amount	This is the field to enter the salary that has been reduced from each employee belongs to the organization when they gone for leave
Minimal deduction amount	This field is to enter the minimal amount deduction .

How to add paygrade

Click on settings -> Select the branch -> Select the paygrade -> Add the required datas -> Save

3. Category:

This is to categorise the employees .Here the organization can classify employees in different categories such as part time ,full time or in hourly basis.

Mandatory	Description
Category name	This is the field where the organization can classify the employees to different categories such as part time , full time , hourly basis and so on as mentioned above.

How to add a category:

Click on settings -> Select the branch -> Click on the category -> Add the required categories -> Save.

4. Skills:

This field can include various skills that an employee may have in the organization. the skills can be different and this field helps to easily identify particular employees that can do specific jobs as per their skills mentioned.

Mandatory	Description
Skills	This is a field which the organization can add skills of workers such as sales , engineering, programming and so on.

How to add skills:

Click on settings -> select the branch -> click on the skills -> Add required data -> save.

5. Trade:

This is the field where the trade details of an organization that can be added. Since there can happen both external and internal trade, it will be easy to sort this using trade field.

Mandatory	Description
Trade	This field is to enter the data related to the trades that happen in an organizations such as international and domestic.

How to add trade:

Click on the settings -> select branch -> click on the trade -> add the details -> save.

6. Leave category :

This field helps to categorise the leaves applied by each employee in an organization. Duration of leaves they applied for ( which includes the no: of hours or days ),what kind of leave is required can be mentioned.

Mandatory	Description
Leave name	This field mention which kind of leave the employee applied for.
Non mandatory
branch	This field may categorise the branch which the employee applied for the leave belongs to.
Short name

How to add leave category :

Click on settings -> Select the branch -> Click on leave category -> Add the required details -> save.

7. Leave settings :

This field can provide the options for the types of leave employees may take .

Mandatory	Description
HR Year	Selecting the HR year
Select the leave category	This is the field to enter the category of leave that applied by the employee
Leave yearly numbers	This is the field for entering number of leaves per year
Non mandatory
Maximum allowed leave	This is to enter the maximum number of leave that is allowed to each employee
Is leave encash	To enter the amount of money received in a period of leave which is not availed by the employee
Is leave carry forward	To enter the leaves that carry forward by the employee which haven’t taken in an year to the next year .

How to add leave settings :

Click on the settings -> select the branch -> click on leave settings -> Add the required details -> save.

8. Holidays:

This menu is to set the holidays followed by the company. The organization can set the holidays providing the name and date range that need to be reflected altogether in the company or on selected branch and also can select under which HR year the holidays are incorporated.

Mandatory Fields	Descriptions
Branch	Selecting the branch
HR Year	Selecting the HR year followed
Event Name	Add the holiday or event name here
Choose Date	Choose the date range
Description	Providing the description if any.

How to add holidays year:

Click on settings -> click on branch settings -> click on holidays -> click on add new -> add the mandatory fields -> save.

9. Office Shifts:

Most of the organizations having office shift timings where the employees will be working on the basis of the defined shift timings by the organization. Through this functionality the user can create the timings of the branch providing the shift name and hours which can be entered in each day during the week this will automatically reflect to the employees working under each shits hence helps to track accurately which employee is working in which shift.

Mandatory Fields	Descriptions
Select Branch	The user can select the particular branch of the organization
Shift Name	Provide the shift name whether its Day or Noon or Night section
Shift Total Hours	The user can provide the working Hours of each shifts

How to add Office Shifts:

Click on master -> click on branch -> Click on office shifts -> Click on add new button -> Fill the mandatory in basic details -> Provide In time and out the time of each shift on the basis of days -> Save

10. Announcements

This area helps to provide important announcements or happenings in the organization which can be added branch wise. The user can select the company or specific branch and departments or specific departments based on the announcements. This helps the employee to gets notified with the announcements declared by the company.

Mandatory Fields	Descriptions
Select Branch	The user can select the particular branch of the organization
Title	Provide the title name for the announcements
Choose Date	Pick the date range for announcements
Select Department	Select for all departments or for a specific department
Description	Providing description for the announcements
Non-Mandatory Fields
Summary	Provide summary if any

Employee

This functionality contains and add the information settings that mostly connects with employee and its process.

1. Leave Opening

The opening leave balance of each year can be entered in this functionality of each employee. The user can add more than one entry on the same screen

Mandatory Fields	Description
HR year	Providing the consecutive year of work
Select Employee	Selecting the employee name
Date	Selecting the date
Select Leave category	Selecting the leave category whether its casual leave ,sick leave likewise
Pending Leave	Entering the pending leave in category of leave which employee have.

How to add Leave Opening:

Click on settings -> Click on employee settings -> Click on leave opening -> Enter the mandatory fields -> Save.

2. Salary Earnings settings

This is the functionality where the organization can add the data related to salary earnings to the employee which includes the allowances, incentives, bonus and other related ones. Here user can select the option based on the salary like hourly or basic. Once it entered which will be reflected in the transactions related with it.

Mandatory Fields	Description
Earnings Name	Providing the description or name of earnings for employees
Type	Selecting on the basis of basic salary or hourly salary or not applicable
Non-Mandatory Fields
Short Name	Providing short name if it contains

How to add Salary earnings:

Click on settings -> Click on employee settings -> Click on salary earnings -> Enter the mandatory fields -> Save.

3. Salary Deduction

This is the functionality where the organization can enter the salary deduction types which includes advance salary, loss of pay and related things where the salary been reduced. Here they can choose the way in which the employee being paid is it an hourly based salary or basic salary. So through this the analysing of deductions becomes much easily and fast.

Mandatory Fields	Description
Deduction Name	Providing the description or name of deductions for employees
Type	Selecting on the basis of basic salary or hourly salary or not applicable
Non-Mandatory Fields
Short Name	Providing short name if it contains

How to add Salary earnings:

Click on settings -> Click on employee settings -> Click on salary earnings -> Enter the mandatory fields -> Save.