User Manual – HRM Software Documentation | WorkDo

User Manual – HRM

Easily navigate and optimize human resources with our comprehensive HRM SaaS user manual. Simplify your HR processes with WorkDo.io.

1. Introduction

1.1 What is HRM?

HRM is a comprehensive Human Resource Management platform designed to streamline and automate all aspects of HR operations. Built as a single-tenant solution, it provides organizations with a complete HR ecosystem that covers the entire employee lifecycle from recruitment to retirement.

1.2 Key Features Overview

  • Complete HR Management: Manage employees, departments, branches, and organizational structure
  • Recruitment Pipeline: Full recruitment process from job posting to onboarding
  • Performance Management: Goals, reviews, appraisals, and performance tracking
  • Leave & Attendance: Comprehensive leave management and attendance tracking
  • Payroll System: Automated payroll processing and payslip generation
  • Training Management: Employee training programs and skill development
  • Asset Management: Company asset tracking and assignment
  • Document Management: Centralized document storage and management
  • Meeting Management: Schedule and manage meetings with integrated calendar
  • Contract Management: Employee contracts and renewals
  • Multi-Language Support: Available in multiple languages
  • Mobile Responsive: Works seamlessly on desktop, tablet, and mobile devices
  • Role-Based Access: Granular permissions and role management

1.3 Who Should Use HRM?

  • HR Teams: Streamline HR processes and employee management
  • Company Administrators: Manage organizational structure and policies
  • Managers: Track team performance and manage employee activities
  • Employees: Access self-service features for leave, attendance, and documents
  • Recruiters: Manage hiring pipeline and candidate onboarding
  • Payroll Administrators: Process payroll and manage compensation
  • Small to Large Businesses: Scale HR operations with professional tools
  • Multi-location Companies: Manage multiple branches and departments

2. Login

2.1 User Login

  • 2.1.1 Access the Login Page

    • Go to the login URL provided in your welcome email
    • Or navigate to the main website and click “Login”

  • 2.2.2 Enter Login Credentials

    • Email Address: Enter your registered email
    • Password: Enter your account password
    • Remember Me: Check this box to stay logged in (optional)

  • 2.2.3 Complete Login

    • Click “Login” to access your account
    • You’ll be redirected to your dashboard

  • 2.2.4 Dashboard Overview

    After successful login, you’ll see the main dashboard with:

    Main Statistics Cards:

    • Total Employees: Number of employees in your organization
    • Total Branch: Total Number of Branch in your organization
    • This Month Attendance: Current month attendance statistics
    • Pending Leaves: Leave applications awaiting approval
    • Total Active Jobs: Number of Active Jobs in your company
    • Total Candidates: Number of Candidates in your company

    Navigation Features:

    • Left Sidebar: Access to all main modules (HR Management, Recruitment, Payroll, etc.)
    • Localization Toggle: Switch between available languages and regional settings
    • Profile Menu: Account settings and preferences

2.2 Password Management

  • 2.2.1 Forgot Password

    • 1. Access Password Reset
      • On the login page, click “Forgot Password?”
      • Enter your registered email address
      • Click “Send Reset Link”
      2. Reset Your Password
      • Check your email for a password reset link
      • Click the link to open the password reset page
      • Enter your new password twice
      • Click “Reset Password”

    2.2.2 Change Password (When Logged In)

    • 1. Access Profile Settings
      • Click on your profile picture in the top-right corner
      • Select “Profile Settings” from the dropdown
    • 2. Update Password
      • Go to the “Security” tab
      • Enter your current password
      • Enter your new password twice
      • Click “Update Password”

3. Company Introduction

3.1 Company Login Process

  • 3.1.1 What is a Company User?

    Company users are administrators and employees within individual organizations who have access to HR management features specific to their company. Company users can:

    • Manage Employees or User: Add, edit, and manage employee records
    • HR Operations: Handle recruitment, performance, training, and payroll
    • Department Management: Organize company structure with branches and departments
    • Leave & Attendance: Manage employee leave requests and attendance tracking
    • Document Management: Store and organize company documents
    • Meeting Management: Schedule and manage company meetings
    • Asset Management: Track and assign company assets

    3.1.2 Company Login Steps

    • 1. Access Company Portal
      • Use the standard login page with company credentials
      • Email: Use your company email address
      • Password: Enter your company password

3.2 Company Dashboard

After login, you’ll access the company dashboard with:

  • 3.2.1 Main Statistics Cards:

    • Total Employees: Number of employees in your organization
    • Total Branch: Total Number of Branch in your organization
    • This Month Attendance: Current month attendance statistics
    • Pending Leaves: Leave applications awaiting approval
    • Active Jobs: Shows Total Number Of Active Jobs
    • Total Departments: Number of departments in your company

    3.2.2 Dashboard Features:

    • Recent Activities: Latest HR activities and updates
    • Recent Meetings: Upcoming meetings and events
    • Notification Center: Important alerts and reminders such as Recent Leave Application, Recent Candidates, Recent Announcements

3.3 Company User Capabilities

  • 3.3.1 HR Management

    • Employee Lifecycle: Manage complete employee journey from hire to retire
    • Recruitment: Post jobs, manage candidates, and conduct interviews
    • Performance: Set goals, conduct reviews, and track performance
    • Training: Create training programs and track employee development
    • Assets: Manage company assets and employee assignments

    3.3.2 Administrative Functions

    • User Management: Create and manage user accounts and roles
    • Department Setup: Organize company structure with branches and departments
    • Policy Management: Create and manage company policies
    • Document Storage: Centralized document management system
    • Meeting Coordination: Schedule and manage company meetings

    3.3.3 Self-Service Features

    • Leave Management: Apply for leave and track leave balances
    • Attendance Tracking: Clock in/out and view attendance records
    • Document Access: Access personal and company documents
    • Profile Management: Update personal information and preferences

4. Staff Management

Staff Management provides comprehensive user administration and access control enabling systematic user creation, role assignment, and permission management for secure organizational access and workforce administration.

4.1 User Management

User Management handles employee account creation and administration enabling systematic user provisioning, profile management, and access control for comprehensive workforce digital identity management.

  • 4.1.1 Creating Users

    • 1. Access User Creation
      • Go to “Staff” → “Users” in the main menu
      • Click “Add User” button
      2. User Information
      • Name: User’s full name (required)
      • Email: Valid email address (required, must be unique)
      • Password: Secure password (required)
      • Type: User type (Admin, HR, Manager, Employee)
      • Status: Active or Inactive
      • Language: Preferred language for the user
      3. User Assignment
      • Role: Assign specific role with permissions
      • Department: Link user to department (if applicable)
      • Manager: Assign reporting manager

    4.1.2 User Features

    • Role-Based Access: Assign roles with specific permissions
    • Status Management: Activate/deactivate user accounts
    • Profile Management: Users can update their own profiles
    • Password Management: Secure password handling and reset

4.2 Role Management

Role Management defines organizational access levels and job functions enabling systematic role creation, permission grouping, and hierarchical access control for structured organizational security and workflow management.

  • 4.2.1 Creating Roles

    • 1. Access Role Creation
      • Go to “Staff” → “Roles” in the main menu
      • Click “Add New Role” button
    • 2. Role Information
      • Name: Role name (required)
      • Description: Role description and purpose
      • Permissions: Select specific permissions for the role

    4.2.2 Role Features

    • Permission Assignment: Granular permission control
    • Role Hierarchy: Different levels of access
    • Custom Roles: Create company-specific roles
    • Role Templates: Pre-defined role templates

4.3 Permission System

Permission System provides granular access control and security management enabling detailed permission assignment, module-level access control, and systematic security governance for comprehensive organizational data protection.

  • 4.3.1 Understanding Permissions

    The system uses granular permissions for each module:

    • View: Can view records
    • Create: Can create new records
    • Edit: Can modify existing records
    • Delete: Can remove records
    • Manage: Full access to module

    4.3.2 Permission Categories

    • Dashboard: Dashboard access and metrics
    • Users: User management permissions
    • Employees: Employee record management
    • Recruitment: Hiring and candidate management
    • Performance: Performance management access
    • Training: Training program management
    • Assets: Asset management permissions
    • Documents: Document management access
    • Meetings: Meeting management permissions
    • Leave: Leave management permissions
    • Attendance: Attendance tracking permissions
    • Payroll: Payroll processing permissions

5. HR Management

5.1 Basic Setup

  • 5.1.1 Branches Management

    Branches Management enables multi-location organizational structure by creating and managing different office locations, regional offices, or business units within your company for comprehensive geographical and operational management.

    • 1. Creating Branches
      • Go to “HR Management” → “Branches”
      • Click “Add Branch” button
      • Name: Branch name (required)
      • Address: Complete branch address
      • Phone: Branch contact number
      • Email: Branch email address
      • Status: Active or Inactive

    5.1.2 Departments Management

    Departments Management organizes your workforce into functional units enabling structured reporting, role assignment, and departmental hierarchy management for efficient organizational operations and clear responsibility distribution.

    • 1. Creating Departments
      • Go to “HR Management” → “Departments”
      • Click “Add Department” button
      • Name: Department name (required)
      • Branch: Link to branch (if applicable)
      • Description: Department description
      • Status: Active or Inactive

    5.1.3 Designations Management

    Designations Management defines job titles and positions within your organization enabling clear role definition, career progression tracking, and hierarchical structure establishment for professional workforce organization.

    • 1. Creating Designations
      • Go to “HR Management” → “Designations”
      • Click “Add Designation” button
      • Name: Designation title (required)
      • Department: Link to department
      • Description: Role description
      • Status: Active or Inactive

    5.1.4 Document Types Management

    Document Types Management establishes standardized document categories for employee records enabling systematic document organization, compliance tracking, and mandatory documentation requirements for comprehensive HR record management.

    • 1. Creating Document Types
      • Go to “HR Management” → “Document Types”
      • Click “Add Document Type” button
      • Name: Document type name (required)
      • Description: Document type description
      • Required: Mark as mandatory for employees

5.2 Employee Management

Employee Management provides comprehensive workforce administration enabling complete employee lifecycle management from onboarding to offboarding with centralized profile management, document storage, and organizational hierarchy tracking.

  • 5.2.1 Creating Employees

    • 1. Access Employee Creation
      • Go to “HR Management” → “Employees”
      • Click “Create Employee” button
      2. Personal Information
      • Name: Employee full name (required)
      • Email: Employee email address (required)
      • Phone: Contact number
      • Date of Birth: Employee birth date
      • Gender: Gender selection
      • Address: Complete address details
      3. Employment Details
      • Employee ID: Unique employee identifier
      • Branch: Assign to branch
      • Department: Assign to department
      • Designation: Job title/position
      • Joining Date: Employment start date
      • Employment Type: Full-time, Part-time, Contract
      • Salary: Basic salary amount
      • Manager: Reporting manager
      4. Document Management
      • Profile Photo: Employee photo upload
      • Documents: Upload required documents (ID, certificates, etc.)
      • Document Types: Link to predefined document types

    5.2.2 Employee Features

    • Complete Profile: Comprehensive employee information
    • Document Storage: Secure document management
    • Hierarchy Management: Manager-employee relationships
    • Status Tracking: Active, inactive, terminated status
    • Search and Filter: Advanced employee search capabilities

5.3 Employee Lifecycle

Employee Lifecycle Management tracks and manages all employee journey stages from hiring to separation, including recognition, career progression, disciplinary actions, and organizational changes for comprehensive workforce management.

  • 5.3.1 Awards Management

    Awards Management recognizes employee achievements and contributions through structured recognition programs enabling performance acknowledgment, motivation enhancement, and positive workplace culture development.

    • 1. Award Types
      • Create different award categories
      • Define award criteria and benefits
      • Set award frequency and eligibility
    • 2. Employee Awards
      • Nominate employees for awards
      • Track award history
      • Generate award certificates

    5.3.2 Promotions Management

    Promotions Management handles employee career advancement and position changes enabling systematic promotion tracking, salary adjustments, and organizational hierarchy updates for professional growth management.

    • 1. Creating Promotions
      • Employee: Select employee for promotion
      • Current Position: Current designation and salary
      • New Position: Promoted designation and salary
      • Effective Date: Promotion effective date
      • Reason: Promotion justification

    5.3.3 Warnings Management

    Warnings Management documents disciplinary actions and performance issues enabling systematic corrective action tracking, compliance documentation, and progressive discipline management for workplace conduct.

    • 1. Creating Warnings
      • Employee: Select employee
      • Warning Type: Verbal, written, final warning
      • Reason: Warning reason and details
      • Date: Warning issue date
      • Follow-up: Required actions

    5.3.4 Resignations Management

    Resignations Management processes voluntary employee departures enabling systematic exit procedures, knowledge transfer coordination, and final settlement calculations for smooth workforce transitions.

    • 1. Processing Resignations
      • Employee: Resigning employee
      • Resignation Date: Last working day
      • Reason: Resignation reason
      • Notice Period: Required notice period
      • Status: Pending, approved, rejected

    5.3.5 Terminations Management

    Terminations Management handles involuntary employee separations enabling systematic termination procedures, legal compliance documentation, and final settlement processing for organizational workforce changes.

    • 1. Processing Terminations
      • Employee: Employee to terminate
      • Termination Date: Effective date
      • Reason: Termination reason
      • Type: Voluntary or involuntary
      • Final Settlement: Settlement details

    5.3.6 Transfers Management

    Transfers Management facilitates employee movement between departments, branches, or positions enabling organizational flexibility, career development opportunities, and operational resource optimization.

    • 1. Employee Transfers
      • Employee: Employee to transfer
      • From Branch/Department: Current location
      • To Branch/Department: New location
      • Transfer Date: Effective date
      • Reason: Transfer justification

    5.3.7 Trips Management

    Trips Management coordinates business travel and work-related trips enabling expense tracking, advance management, and travel documentation for comprehensive business travel administration.

    • 1. Creating Business Trips
      • Go to “HR Management” → “Trips”
      • Click “Create Trip” button
      • Employee: Select traveling employee (required)
      • Purpose: Business purpose of the trip (required)
      • Destination: Trip destination (required)
      • Start Date: Trip start date (required)
      • End Date: Trip end date (required)
      • Description: Detailed trip description
      • Expected Outcomes: Expected results from the trip
      • Status: Trip status (Planned, Ongoing, Completed, Cancelled)
      • Documents: Upload trip-related documents
      2. Trip Financial Management
      • Advance Amount: Pre-trip advance payment
      • Advance Status: Requested, Approved, Paid, Reconciled
      • Total Expenses: Actual trip expenses
      • Reimbursement Status: Pending, Approved, Paid
      • Approval Workflow: Trip approval by managers
      • Trip Report: Post-trip report submission
      3. Trip Expense Management
      • Expense Type: Transportation, Accommodation, Meals, etc.
      • Expense Date: Date of expense
      • Amount: Expense amount with currency support
      • Description: Expense description
      • Receipt: Upload receipt documents
      • Reimbursable: Mark if expense is reimbursable
      • Status: Pending, Approved, Rejected

    5.3.8 Trip Features

    • Complete Trip Lifecycle: From planning to completion and reimbursement
    • Expense Tracking: Detailed expense management with receipts
    • Advance Management: Pre-trip advance requests and reconciliation
    • Document Management: Upload and manage trip-related documents
    • Approval Workflow: Multi-level approval process
    • Currency Support: Multi-currency expense tracking
    • Trip Reports: Post-trip reporting and outcomes
    • Status Tracking: Real-time trip status updates
    • Reimbursement Process: Complete expense reimbursement workflow

    5.3.9 Complaints Management

    Complaints Management handles workplace grievances and employee concerns enabling systematic issue resolution, investigation tracking, and workplace harmony maintenance through structured complaint procedures.

    • 1. Employee Complaints
      • Complainant: Employee filing complaint
      • Against: Person/department complained against
      • Type: Complaint category
      • Description: Detailed complaint
      • Status: Investigation status

    5.3.10 Holidays Management

    Holidays Management defines organizational holidays and non-working days enabling calendar planning, leave coordination, and payroll calculations for systematic workforce scheduling and compliance.

    • 1. Creating Company Holidays
      • Go to “HR Management” → “Holidays”
      • Click “Create Holiday” button
      • Name: Holiday name (required)
      • Start Date: Holiday start date (required)
      • End Date: Holiday end date (for multi-day holidays)
      • Category: National, Religious, Company-specific, etc.
      • Description: Holiday description
      • Is Recurring: Mark for annual recurring holidays
      • Is Paid: Whether holiday is paid or unpaid
      • Is Half Day: Mark for half-day holidays
      • Branches: Select applicable branches (location-based holidays)

    5.3.11 Holiday Features

    Announcements Management distributes company-wide communications and important updates enabling targeted messaging, employee engagement, and organizational transparency through systematic information sharing.

    • Multi-day Holidays: Support for holidays spanning multiple days
    • Recurring Holidays: Annual recurring holiday management
    • Branch-specific: Location-based holiday assignment
    • Paid/Unpaid: Configure holiday payment policies
    • Half-day Support: Half-day holiday configuration
    • Holiday Calendar: Visual calendar view of all holidays
    • Duration Calculation: Automatic calculation of holiday duration
    • Branch Assignment: Assign holidays to specific branches or all locations

    5.3.12 Announcements Management

    Announcements Management distributes company-wide communications and important updates enabling targeted messaging, employee engagement, and organizational transparency through systematic information sharing.

    • 1. Creating Company Announcements
      • Go to “HR Management” → “Announcements”
      • Click “Create Announcement” button
      • Title: Announcement title (required)
      • Category: Company news, Policy updates, Events, etc.
      • Description: Brief announcement description
      • Content: Detailed announcement content (required)
      • Start Date: Announcement start date (required)
      • End Date: Announcement end date (optional)
      • Attachments: Upload announcement attachments
      • Is Featured: Mark as featured announcement
      • Is High Priority: Mark as high priority
      • Is Company Wide: Apply to all employees or specific groups
      • Target Departments: Select specific departments
      • Target Branches: Select specific branches

    5.3.13 Announcement Features

    • Rich Content: Support for detailed content with formatting
    • Category System: Organize announcements by categories
    • Targeted Announcements: Department and branch-specific targeting
    • Featured Announcements: Highlight important announcements
    • Priority Levels: High priority announcements for urgent matters
    • Attachment Support: Upload files and documents with announcements
    • View Tracking: Track which employees have viewed announcements
    • Active Status: Automatic activation/deactivation based on dates
    • Dashboard Integration: Announcements appear on employee dashboards
    • Statistics: View announcement statistics and engagement metrics

    5.3.14 Announcement Operations

    • Create: Create new announcements with rich content and targeting
    • View: Display announcement details with view tracking
    • Edit: Modify announcement content and settings
    • Delete: Remove announcements with proper authorization
    • Target Assignment: Assign to specific departments or branches
    • View Statistics: Track announcement views and engagement
    • Dashboard Display: Featured and high-priority announcements on dashboard

    5.3.15 Announcement View Tracking

    • View Analytics: Track which employees have viewed announcements
    • Engagement Metrics: Monitor announcement engagement rates
    • Read Status: Track read/unread status for each employee
    • Statistics Dashboard: View comprehensive announcement statistics
    • Targeted Delivery: Ensure announcements reach intended audience

    5.3.16 Asset Operations

    • Create: Create new assets with complete information
    • Assign: Assign assets to employees with checkout workflow
    • Maintain: Schedule and track asset maintenance
    • Depreciate: Calculate and track asset depreciation
    • Return: Process asset returns with checkin workflow
    • Dispose: Manage asset disposal process
    • Track: Monitor asset location and status changes
    • Report: Generate comprehensive asset reports

5.4 Asset Management

Asset Management provides comprehensive tracking and control of company assets enabling inventory management, assignment tracking, maintenance scheduling, and depreciation calculation for complete organizational asset lifecycle management.

  • 5.4.1 Asset Types Management

    Asset Types Management categorizes company assets into organized groups enabling systematic asset classification, depreciation rate assignment, and standardized asset management procedures for efficient inventory control.

    • 1. Creating Asset Types
      • Go to “HR Management” → “Asset Management” → “Asset Types”
      • Name: Asset type name (required)
      • Description: Asset type description
      • Depreciation Rate: Annual depreciation percentage

    5.4.2 Assets Management

    Assets Management maintains detailed records of individual company assets enabling complete asset tracking, assignment monitoring, condition assessment, and lifecycle management from acquisition to disposal.

    • 1. Creating Assets
      • Go to “HR Management” → “Asset Management” → “Assets”
      • Click “Add Asset” button
      • Name: Asset name (required)
      • Asset Type: Link to asset type (required)
      • Serial Number: Unique asset identifier
      • Asset Code: Internal asset code
      • Purchase Date: Asset purchase date
      • Purchase Cost: Asset acquisition cost
      • Status: Available, Assigned, Under Maintenance, Disposed
      • Condition: New, Good, Fair, Poor
      • Description: Detailed asset description
      • Location: Current asset location
      • Supplier: Asset supplier information
      • Warranty Info: Warranty details
      • Warranty Expiry Date: Warranty expiration date
      • Images: Upload asset images
      • Documents: Upload asset documents
      • QR Code: Generate QR code for asset tracking
      2. Asset Assignment Management
      • Employee: Assign to employee (required)
      • Checkout Date: Assignment date (required)
      • Expected Return Date: Expected return date
      • Checkin Date: Actual return date
      • Checkout Condition: Asset condition when assigned
      • Checkin Condition: Asset condition when returned
      • Notes: Assignment notes
      • Is Acknowledged: Employee acknowledgment
      • Acknowledged At: Acknowledgment timestamp
      • Assigned By: User who assigned the asset
      • Received By: User who received the asset back
      3. Asset Maintenance Management
      • Maintenance Type: Repair, Preventive, Calibration, etc.
      • Start Date: Maintenance start date (required)
      • End Date: Maintenance completion date
      • Cost: Maintenance cost
      • Status: Scheduled, In Progress, Completed, Cancelled
      • Details: Maintenance details
      • Completion Notes: Post-maintenance notes
      • Supplier: Maintenance service provider
      4. Asset Depreciation Management
      • Method: Straight Line, Reducing Balance
      • Useful Life Years: Asset useful life
      • Salvage Value: Residual value
      • Current Value: Calculated current value
      • Last Calculated Date: Last depreciation calculation
      • Automatic Calculation: Real-time value updates

    5.4.3 Advanced Asset Features

    • Complete Asset Lifecycle: From acquisition to disposal
    • Image & Document Management: Upload and manage asset-related files
    • Assignment Tracking: Complete checkout/checkin workflow with acknowledgments
    • Maintenance Scheduling: Preventive and corrective maintenance tracking
    • Depreciation Calculation: Automatic asset depreciation with multiple methods
    • Assignment History: Complete assignment audit trail
    • Overdue Tracking: Track overdue asset returns
    • Condition Monitoring: Track asset condition changes
    • Warranty Management: Track warranty information and expiry dates
    • Location Tracking: Monitor asset locations
    • Supplier Management: Track asset suppliers and service providers
    • Status Management: Comprehensive asset status workflow
    • Asset Dashboard: Visual overview with charts and reports
    • Depreciation Reports: Automated depreciation reporting
    • Assignment Reports: Assignment history and current status reports

5.5 Training Management

Training Management facilitates employee skill development and knowledge enhancement through structured training programs enabling competency building, certification tracking, and professional development for organizational growth.

  • 5.5.1 Training Types Management

    Training Types Management categorizes different training methodologies and formats enabling systematic training classification, duration standardization, and program organization for effective learning management.

    • 1. Creating Training Types
      • Name: Training type name (required)
      • Description: Training type description
      • Duration: Standard training duration

    5.5.2 Training Programs Management

    Training Programs Management creates and organizes comprehensive learning curricula enabling structured skill development, knowledge transfer, and professional growth through systematic educational program delivery.

    • 1. Creating Training Programs
      • Name: Program name (required)
      • Training Type: Link to training type
      • Description: Program description
      • Duration: Program duration
      • Cost: Training cost
      • Trainer: Internal or external trainer

    5.5.3 Training Sessions Management

    Training Sessions Management schedules and coordinates individual training events enabling participant management, resource allocation, and session delivery for effective knowledge transfer and skill building.

    • 1. Creating Training Sessions
      • Program: Link to training program
      • Session Name: Session title
      • Date/Time: Session schedule
      • Location: Training location
      • Trainer: Session trainer
      • Max Participants: Capacity limit

    5.5.4 Employee Training Management

    Employee Training Management tracks individual employee participation in training programs enabling progress monitoring, completion certification, and skill development documentation for professional growth tracking.

    • 1. Assigning Training
      • Employee: Select employee
      • Training Program: Assign program
      • Status: Enrolled, in-progress, completed
      • Completion Date: Training completion
      • Certificate: Training certificate

5.6 Performance Management

Performance Management enables systematic employee evaluation and goal tracking through structured assessment processes, performance indicators, and review cycles for continuous improvement and professional development.

  • 5.6.1 Performance Indicator Categories

    Performance Indicator Categories organize evaluation criteria into structured groups enabling systematic performance measurement, weighted assessments, and comprehensive evaluation framework development.

    • 1. Creating Categories
      • Name: Category name (required)
      • Description: Category description
      • Weight: Category importance weight

    5.6.2 Performance Indicators

    Performance Indicators define specific measurable criteria for employee evaluation enabling objective assessment, performance tracking, and standardized measurement across organizational roles and responsibilities.

    • 1. Creating Indicators
      • Name: Indicator name (required)
      • Category: Link to category
      • Description: Indicator description
      • Measurement: How to measure performance

    5.6.3 Goal Types Management

    Goal Types Management categorizes different objective categories enabling structured goal setting, frequency definition, and systematic target management for employee performance planning and achievement tracking.

    • 1. Creating Goal Types
      • Name: Goal type name (required)
      • Description: Goal type description
      • Frequency: Annual, quarterly, monthly

    5.6.4 Employee Goals Management

    Employee Goals Management sets and tracks individual employee objectives enabling performance planning, progress monitoring, and achievement measurement for professional development and organizational alignment.

    • 1. Creating Employee Goals
      • Employee: Select employee
      • Goal Type: Link to goal type
      • Title: Goal title
      • Description: Goal description
      • Target Date: Goal deadline
      • Status: Not started, in-progress, completed

    5.6.5 Review Cycles Management

    Review Cycles Management establishes systematic evaluation periods enabling structured performance assessments, regular feedback delivery, and consistent evaluation scheduling for organizational performance management.

    • 1. Creating Review Cycles
      • Name: Review cycle name (required)
      • Start Date: Review period start
      • End Date: Review period end
      • Type: Annual, quarterly, monthly
      • Status: Active, completed

    5.6.6 Employee Reviews Management

    Employee Reviews Management conducts formal performance evaluations enabling comprehensive assessment documentation, feedback delivery, and performance rating assignment for employee development and organizational decision-making.

    • 1. Creating Employee Reviews
      • Employee: Employee being reviewed
      • Review Cycle: Link to review cycle
      • Reviewer: Manager or HR
      • Review Date: Review date
      • Rating: Performance rating
      • Comments: Review comments

6. Recruitment Management

Recruitment Management provides comprehensive hiring process automation from job requisition to candidate onboarding enabling systematic talent acquisition, interview coordination, and hiring workflow management for organizational growth.

6.1 Job Management

Job Management orchestrates the complete job posting lifecycle from requisition creation to position fulfillment enabling systematic hiring process, requirement definition, and position management for effective talent acquisition.

  • 6.1.1 Job Categories Management

    Job Categories Management organizes positions into structured classifications enabling systematic job organization, department alignment, and position categorization for efficient recruitment process management.

    • 1. Creating Job Categories
      • Go to “Recruitment” → “Job Categories”
      • Click “Add Job Category” button
      • Name: Category name (required)
      • Description: Category description
      • Status: Active or Inactive

    6.1.2 Job Requisitions Management

    Job Requisitions Management initiates the hiring process through formal position requests enabling budget approval, requirement specification, and systematic hiring authorization for organizational workforce planning.

    • 1. Creating Job Requisitions
      • Go to “Recruitment” → “Job Requisitions”
      • Click “Add Job Requisition” button
      • Requisition Code: Unique requisition identifier
      • Title: Job title (required)
      • Job Category: Select job category (required)
      • Department: Hiring department (required)
      • Positions Count: Number of positions needed
      • Budget Range: Min and max salary budget
      • Skills Required: Required skills and competencies
      • Education Required: Educational qualifications
      • Experience Required: Years of experience needed
      • Description: Detailed job description
      • Responsibilities: Key job responsibilities
      • Priority: Low, Medium, High, Urgent
      • Status: Draft, Pending Approval, Approved, Rejected
      • Approved By: Manager who approved the requisition
      • Approval Date: Date of approval

    6.1.3 Job Types Management

    Job Types Management defines employment categories and work arrangements enabling contract classification, employment term specification, and systematic position type organization for diverse workforce management.

    • 1. Creating Job Types
      • Go to “Recruitment” → “Job Types”
      • Click “Add Job Type” button
      • Name: Job type name (Full-time, Part-time, Contract, Internship)
      • Description: Job type description
      • Status: Active or Inactive

    6.1.4 Job Locations Management

    Job Locations Management establishes work location options enabling geographical position assignment, remote work coordination, and multi-location hiring for flexible workforce distribution

    • 1. Creating Job Locations
      • Go to “Recruitment” → “Job Locations”
      • Click “Add Job Location” button
      • Name: Location name (required)
      • Address: Complete address
      • City: City name
      • State: State/Province
      • Country: Country
      • Status: Active or Inactive

    6.1.5 Job Postings Management

    • 1. Creating Job Postings
      • Go to “Recruitment” → “Job Postings”
      • Click “Add Job Posting” button
      • Requisition: Link to job requisition
      • Job Code: Unique job posting code
      • Title: Job posting title (required)
      • Job Type: Select job type (required)
      • Location: Select job location (required)
      • Department: Select department (required)
      • Experience Range: Min and max experience required
      • Salary Range: Min and max salary offered
      • Description: Detailed job description
      • Requirements: Job requirements and qualifications
      • Benefits: Job benefits and perks
      • Application Deadline: Last date to apply
      • Is Published: Publish status
      • Publish Date: Date when job goes live
      • Is Featured: Mark as featured job
      • Status: Draft, Published, Closed, On Hold

6.2 Candidate Management

Candidate Management tracks and evaluates potential employees throughout the hiring process enabling applicant assessment, interview coordination, and systematic candidate evaluation for informed hiring decisions.

  • 6.2.1 Candidate Sources Management

    Candidate Sources Management tracks recruitment channels and applicant origins enabling source effectiveness analysis, recruitment strategy optimization, and systematic candidate acquisition tracking.

    • 1. Creating Candidate Sources
      • Go to “Recruitment” → “Candidate Sources”
      • Click “Add Candidate Source” button
      • Name: Source name (LinkedIn, Job Portal, Referral, etc.)
      • Description: Source description
      • Type: Website, Referral, Agency, Walk-in
      • Status: Active or Inactive

    6.2.2 Candidates Management

    • 1. Creating Candidates
      • Go to “Recruitment” → “Candidates”
      • Click “Add Candidate” button
      • Name: Candidate full name (required)
      • Email: Candidate email (required)
      • Phone: Contact number
      • Job Posting: Applied position
      • Source: How candidate found the job
      • Resume: Upload resume file
      • Cover Letter: Cover letter text
      • Current Salary: Current compensation
      • Expected Salary: Salary expectations
      • Notice Period: Current notice period
      • Status: Applied, Screening, Interview, Offer, Hired, Rejected

6.3 Interview Process

Interview Process Management coordinates candidate evaluation activities enabling systematic assessment, feedback collection, and structured interview workflow for effective candidate selection.

  • 6.3.1 Interview Types Management

    Interview Types Management defines various interview formats and methodologies enabling assessment standardization, interview structure organization, and systematic evaluation approach implementation.

    • 1. Creating Interview Types
      • Go to “Recruitment” → “Interview Types”
      • Click “Add Interview Type” button
      • Name: Interview type name (Phone, Video, In-person, Technical)
      • Description: Interview description
      • Duration: Standard duration in minutes
      • Status: Active or Inactive

    6.3.2 Interview Rounds Management

    Interview Rounds Management organizes multi-stage interview processes enabling sequential candidate evaluation, assessment progression, and systematic interview workflow coordination.

    • 1. Creating Interview Rounds
      • Go to “Recruitment” → “Interview Rounds”
      • Click “Add Interview Round” button
      • Name: Round name (HR Round, Technical Round, Final Round)
      • Job Posting: Associated job posting
      • Interview Type: Select interview type
      • Sequence: Round order
      • Description: Round description
      • Status: Active or Inactive

    6.3.3 Interviews Management

    Interviews Management schedules and coordinates candidate meetings enabling interviewer assignment, time coordination, and systematic interview execution for effective candidate assessment.

    • 1. Scheduling Interviews
      • Go to “Recruitment” → “Interviews”
      • Click “Schedule Interview” button
      • Candidate: Select candidate (required)
      • Job Posting: Related job posting
      • Interview Round: Select interview round
      • Interview Type: Type of interview
      • Date: Interview date (required)
      • Time: Interview time (required)
      • Location: Interview location or video link
      • Interviewer: Assigned interviewer(s)
      • Notes: Interview preparation notes
      • Status: Scheduled, Completed, Cancelled, Rescheduled

    6.3.4 Interview Feedback Management

    Interview Feedback Management collects and organizes interviewer assessments enabling systematic candidate evaluation, decision documentation, and comprehensive assessment tracking.

    • 1. Recording Feedback
      • Go to “Recruitment” → “Interview Feedback”
      • Click “Add Feedback” button
      • Interview: Link to interview
      • Interviewer: Feedback provider
      • Overall Rating: Rating scale (1-10)
      • Technical Skills: Technical assessment
      • Communication: Communication skills rating
      • Cultural Fit: Culture fit assessment
      • Comments: Detailed feedback
      • Recommendation: Hire, Maybe, No Hire
      • Next Steps: Recommended next actions

    6.3.5 Candidate Assessments Management

    Candidate Assessments Management conducts structured evaluations and testing enabling skill verification, competency measurement, and objective candidate assessment for informed hiring decisions.

    • 1. Creating Assessments
      • Go to “Recruitment” → “Candidate Assessments”
      • Click “Add Assessment” button
      • Candidate: Select candidate
      • Assessment Type: Technical, Behavioral, Aptitude, Personality
      • Assessment Date: Date conducted
      • Score: Assessment score
      • Max Score: Maximum possible score
      • Duration: Time taken
      • Notes: Assessment notes and observations
      • Status: Scheduled, Completed, Cancelled

6.4 Onboarding

Onboarding Management facilitates new employee integration through structured processes enabling smooth transition, documentation completion, and systematic new hire orientation for successful employee integration.

  • 6.4.1 Offer Templates Management

    Offer Templates Management creates standardized employment offers enabling consistent offer presentation, legal compliance, and systematic offer generation for professional hiring communication.

    • 1. Creating Offer Templates
      • Go to “Recruitment” → “Offer Templates”
      • Click “Create Offer Template” button
      • Name: Template name (required)
      • Job Type: Associated job type
      • Content: Offer letter template with variables
      • Variables: Dynamic fields ({{candidate_name}}, {{salary}}, {{position}})
      • Status: Active or Inactive

    6.4.2 Offers Management

    Offers Management generates and tracks employment proposals enabling offer delivery, acceptance monitoring, and systematic offer lifecycle management for successful candidate conversion.

    • 1. Creating Offers
      • Go to “Recruitment” → “Offers”
      • Click “Create Offer” button
      • Candidate: Select candidate (required)
      • Job Posting: Related position
      • Offer Template: Use predefined template
      • Salary: Offered salary
      • Start Date: Proposed joining date
      • Offer Date: Date offer made
      • Expiry Date: Offer validity period
      • Benefits: Additional benefits offered
      • Terms: Special terms and conditions
      • Status: Draft, Sent, Accepted, Rejected, Expired, Withdrawn

    6.4.3 Onboarding Checklists Management

    Onboarding Checklists Management creates structured new hire task lists enabling systematic orientation, documentation completion, and comprehensive new employee integration processes.

    • 1. Creating Checklists
      • Go to “Recruitment” → “Onboarding Checklists”
      • Click “Add Checklist” button
      • Name: Checklist name (required)
      • Description: Checklist description
      • Department: Applicable department
      • Job Type: Applicable job types
      • Status: Active or Inactive

    6.4.4 Checklist Items Management

    Checklist Items Management defines individual onboarding tasks enabling detailed process breakdown, responsibility assignment, and systematic new hire activity coordination.

    • 1. Creating Checklist Items
      • Go to “Recruitment” → “Checklist Items”
      • Click “Add Checklist Item” button
      • Checklist: Parent checklist
      • Item: Task description
      • Responsible: Who completes the task
      • Due Days: Days after joining date
      • Mandatory: Required or optional
      • Order: Item sequence
      • Status: Active or Inactive

    6.4.5 Candidate Onboarding Management

    Candidate Onboarding Management executes new hire integration processes enabling progress tracking, completion monitoring, and systematic new employee orientation for successful workplace integration.

    • 1. Creating Onboarding Records
      • Go to “Recruitment” → “Candidate Onboarding”
      • Click “Start Onboarding” button
      • Candidate: New hire
      • Checklist: Onboarding checklist
      • Start Date: Onboarding start date
      • Expected Completion: Expected completion date
      • Assigned To: HR responsible
      • Progress: Track completion percentage
      • Status: Not Started, In Progress, Completed, On Hold

    6.4.6 Recruitment Features

    • Complete Hiring Pipeline: From requisition to onboarding
    • Multi-stage Interview Process: Customizable interview rounds
    • Assessment Integration: Built-in candidate assessments
    • Offer Management: Template-based offer generation
    • Onboarding Workflow: Structured new hire onboarding
    • Candidate Tracking: Complete candidate journey tracking
    • Interview Scheduling: Automated interview scheduling
    • Feedback Collection: Structured interview feedback
    • Reporting: Comprehensive recruitment analytics
    • Integration: Seamless integration with HR modules

7. Contract Management

Contract Management provides comprehensive employment agreement administration enabling contract lifecycle management, renewal tracking, and legal documentation for systematic employee contract administration and compliance.

7.1 Contract Types

Contract Types Management defines various employment agreement categories enabling standardized contract classification, duration specification, and systematic contract type organization for diverse employment arrangements.

  • 7.1.1 Creating Contract Types

    • 1. Access Contract Types
      • Go to “Contract Management” → “Contract Types”
      • Click “Add Contract Type” button
    • 2. Contract Type Information
      • Name: Contract type name (Permanent, Temporary, Probation, Consultant)
      • Description: Contract type description
      • Default Duration Months: Standard contract duration in months
      • Probation Period Months: Probation period duration
      • Notice Period Days: Required notice period in days
      • Is Renewable: Can be renewed (Yes/No)
      • Status: Active or Inactive

7.2 Employee Contracts

Employee Contracts Management creates and maintains individual employment agreements enabling contract generation, terms specification, and systematic employment documentation for legal compliance and workforce management.

  • 7.2.1 Creating Employee Contracts

    • 1. Access Employee Contracts
      • Go to “Contract Management” → “Employee Contracts”
      • Click “Add Contract” button
    • 2. Contract Information
      • Contract Number: Unique contract identifier
      • Employee: Select employee (required)
      • Contract Type: Select contract type (required)
      • Start Date: Contract start date (required)
      • End Date: Contract end date
      • Basic Salary: Base salary amount
      • Allowances: Additional allowances (array format)
      • Benefits: Employee benefits (array format)
      • Terms & Conditions: Contract terms and conditions
      • Status: Draft, Active, Expired, Terminated
      • Approved By: Manager who approved the contract
      • Approved At: Approval timestamp

    7.2.2 Contract Features

    • Days Until Expiry: Real-time countdown to contract expiration
    • Amendment Tracking: Record contract modifications
    • Renewal Management: Handle contract renewals
    • Approval Workflow: Multi-level contract approval

7.3 Contract Renewals

Contract Renewals Management handles employment agreement extensions enabling systematic renewal processing, terms modification, and contract continuation for ongoing employment relationship management.

  • 7.3.1 Creating Contract Renewals

    • 1. Access Contract Renewals
      • Go to “Contract Management” → “Contract Renewals”
      • Click “Add Renewal” button
    • 2. Renewal Information
      • Contract: Link to existing contract (required)
      • Renewal Number: Sequential renewal number
      • Current End Date: Current contract end date
      • New Start Date: Renewal start date
      • New End Date: Renewal end date
      • New Basic Salary: Updated basic salary
      • New Allowances: Updated allowances (array format)
      • New Benefits: Updated benefits (array format)
      • New Terms & Conditions: Modified terms and conditions
      • Changes Summary: Summary of changes made
      • Reason: Reason for renewal
      • Status: Pending, Approved, Rejected
      • Requested By: User who requested renewal
      • Approved By: Manager who approved renewal
      • Approval Notes: Approval comments

    7.3.2 Renewal Features

    • Change Comparison: Compare original vs renewed terms
    • Total Compensation Calculation: Calculate new total compensation
    • Approval Workflow: Multi-level renewal approval process
    • Notification System: Alert stakeholders about renewals
    • History Tracking: Complete renewal history

7.4 Contract Templates

Contract Templates Management creates standardized agreement formats enabling consistent contract generation, legal compliance, and systematic template management for efficient contract creation and professional documentation.

  • 7.4.1 Creating Contract Templates

    • 1. Access Contract Templates
      • Go to “Contract Management” → “Contract Templates”
      • Click “Add Template” button
    • 2. Template Information
      • Name: Template name (required)
      • Description: Template description
      • Contract Type: Link to contract type
      • Template Content: Contract template with variables
      • Variables: Dynamic fields (array format)
      • Clauses: Contract clauses (array format)
      • Is Default: Mark as default template
      • Status: Active or Inactive

    7.4.2 Template Features

    • Variable System: Use {{variable_name}} placeholders for dynamic content
    • Contract Generation: Generate contracts from templates
    • Clause Management: Manage standard contract clauses
    • Default Templates: Set default templates for contract types
    • Rich Content: Support for formatted contract content

    7.4.3 Contract Management Operations

    • Create: Create new contracts with complete information
    • Renew: Process contract renewals with change tracking
    • Amend: Make amendments to existing contracts
    • Approve: Multi-level approval workflow
    • Expire: Handle contract expiration notifications
    • Template: Generate contracts from predefined templates
    • Track: Monitor contract lifecycle and important dates
    • Report: Generate contract reports and analytics

8. Document Management

Document Management provides centralized document storage and organization enabling systematic file management, version control, and document workflow for comprehensive organizational documentation and compliance tracking.

8.1 Document Categories

Document Categories Management organizes files into structured classifications enabling systematic document organization, access control, and category-based file management for efficient document retrieval and administration.

  • 8.1.1 Creating Document Categories

    • 1. Access Document Categories
      • Go to “Document Management” → “Document Categories”
      • Click “Add Category” button
    • 2. Category Information
      • Name: Category name (required)
      • Description: Category description
      • Color: Category color for visual identification
      • Icon: Category icon
      • Sort Order: Display order
      • Is Mandatory: Mark as mandatory category
      • Status: Active or Inactive

8.2 HR Documents

HR Documents Management stores and manages company-wide documents enabling centralized file storage, version tracking, and document distribution for systematic organizational documentation and employee access.

  • 8.2.1 Creating HR Documents

    • 1. Access HR Documents
      • Go to “Document Management” → “HR Documents”
      • Click “upload Document” button
    • 2. Document Information
      • Title: Document title (required)
      • Description: Document description
      • Category: Link to document category (required)
      • File Upload: Upload document file
      • File Name: Original file name
      • File Path: Storage path
      • File Type: Document type (PDF, DOC, etc.)
      • File Size: File size in bytes
      • Version: Document version number
      • Status: Draft, Published, Archived
      • Effective Date: Document effective date
      • Expiry Date: Document expiration date
      • Requires Acknowledgment: Require employee acknowledgment
      • Uploaded By: User who uploaded the document
      • Approved By: Manager who approved the document
      • Approved At: Approval timestamp

    8.2.2 Document Features

    • File Size Formatting: Automatic file size formatting (KB, MB, GB)
    • Expiry Detection: Automatic expiry status detection
    • Download Tracking: Track document download count
    • Version Control: Maintain document versions
    • Access Control: Document-specific access controls
    • Approval Workflow: Document approval process

8.3 Document Acknowledgments

Document Acknowledgments Management tracks employee document review and confirmation enabling compliance monitoring, acknowledgment tracking, and systematic document receipt verification for legal and policy compliance.

  • 8.3.1 Creating Document Acknowledgments

    • 1. Access Document Acknowledgments
      • Go to “Document Management” → “Document Acknowledgments”
      • Click “Assign Document” button
    • 2. Acknowledgment Information
      • Document: Link to HR document (required)
      • User: Employee who must acknowledge (required)
      • Status: Pending, Acknowledged, Overdue
      • Due Date: Acknowledgment deadline
      • Acknowledgment Note: Employee acknowledgment note
      • IP Address: User IP address for tracking
      • User Agent: Browser information
      • Assigned By: User who assigned the acknowledgment
      • Assigned At: Assignment timestamp
      • Acknowledged At: Acknowledgment timestamp

    8.3.2 Acknowledgment Features

    • Overdue Detection: Automatic overdue status detection
    • Days Calculation: Calculate days overdue or remaining
    • Tracking Information: IP address and browser tracking
    • Assignment Workflow: Track who assigned acknowledgments
    • Compliance Monitoring: Monitor acknowledgment compliance

8.4 Document Templates

Document Templates Management creates standardized document formats enabling consistent document generation, template reuse, and systematic document creation for professional documentation and organizational consistency.

  • 8.4.1 Creating Document Templates

    • 1. Access Document Templates
      • Go to “Document Management” → “Document Templates”
      • Click “Add Template” button
    • 2. Template Information
      • Name: Template name (required)
      • Description: Template description
      • Category: Document category
      • Template Content: Template content with placeholders
      • Placeholders: Available placeholders (array format)
      • Default Values: Default values for placeholders (array format)
      • Is Default: Mark as default template
      • File Format: Output file format (PDF, DOC, etc.)
      • Status: Active or Inactive

    8.4.2 Template Features

    • Placeholder System: Use {{placeholder_name}} for dynamic content
    • Document Generation: Generate documents from templates
    • Default Values: Set default values for placeholders
    • Multiple Formats: Support various output formats
    • Template Merging: Merge template with employee data

    8.4.3 Document Management Operations

    • Upload: Upload documents with metadata
    • Categorize: Organize documents by categories
    • Version: Maintain document versions
    • Approve: Document approval workflow
    • Acknowledge: Employee acknowledgment tracking
    • Expire: Handle document expiration
    • Template: Generate documents from templates
    • Access: Control document access and permissions
    • Track: Monitor document usage and downloads

9. Meeting Management

Meeting Management facilitates comprehensive meeting coordination and scheduling enabling systematic meeting organization, attendee management, and meeting workflow for effective organizational communication and collaboration.

9.1 Meeting Types

Meeting Types Management categorizes different meeting formats and purposes enabling systematic meeting classification, duration standardization, and meeting type organization for structured meeting coordination.

  • 9.1.1 Creating Meeting Types

    • 1. Access Meeting Types
      • Go to “Meeting Management” → “Meeting Types”
      • Click “Add Meeting Type” button
    • 2. Meeting Type Information
      • Name: Meeting type name (Team Meeting, One-on-One, Training)
      • Description: Meeting type description
      • Color: Color for visual identification
      • Default Duration: Standard duration in minutes
      • Status: Active or Inactive

9.2 Meeting Rooms

Meeting Rooms Management maintains facility resources and room availability enabling space reservation, capacity management, and systematic room allocation for efficient meeting space utilization.

  • 9.2.1 Creating Meeting Rooms

    • 1. Access Meeting Rooms
      • Go to “Meeting Management” → “Meeting Rooms”
      • Click “Add Meeting Room” button
    • 2. Meeting Room Information
      • Name: Room name (required)
      • Location: Room location
      • Capacity: Maximum occupancy
      • Equipment: Available equipment
      • Status: Active or Inactive

    9.2.2 Meeting Room Features

    • Room Booking: Reserve rooms for meetings
    • Capacity Management: Track room occupancy
    • Equipment Tracking: List available equipment
    • Availability Calendar: View room availability

9.3 Meetings

Meetings Management schedules and organizes meeting events enabling agenda planning, attendee coordination, and systematic meeting execution for effective organizational communication and decision-making.

  • 9.3.1 Creating Meetings

    • 1. Access Meetings
      • Go to “Meeting Management” → “Meetings”
      • Click “Schedule Meeting” button
    • 2. Meeting Information
      • Title: Meeting title (required)
      • Meeting Type: Link to meeting type
      • Date: Meeting date (required)
      • Start Time: Meeting start time (required)
      • End Time: Meeting end time (required)
      • Location: Meeting location or room
      • Description: Meeting agenda
      • Status: Scheduled, completed, cancelled
    • 3. Meeting Details
      • Organizer: Meeting organizer
      • Recurring: Set recurring meetings
      • Video Link: Online meeting link
      • Reminder: Set meeting reminders

    9.3.2 Meeting Features

    • Calendar Integration: Sync with calendar systems
    • Recurring Meetings: Set up repeating meetings
    • Video Conferencing: Integration with video platforms
    • Reminder System: Automatic meeting reminders

9.4 Meeting Attendees

Meeting Attendees Management coordinates participant involvement enabling invitation management, attendance tracking, and systematic attendee coordination for comprehensive meeting participation control.

  • 9.4.1 Managing Meeting Attendees

    • 1. Adding Attendees
      • Employee: Select internal employees
      • External: Add external participants
      • Role: Organizer, presenter, attendee
      • Status: Invited, accepted, declined, tentative

    9.4.2 Attendee Features

    • RSVP Tracking: Track attendance responses
    • Role Assignment: Define attendee roles
    • Notification System: Send meeting invitations
    • Attendance Tracking: Record actual attendance

9.5 Meeting Minutes

Meeting Minutes Management documents meeting discussions and decisions enabling systematic record keeping, decision tracking, and comprehensive meeting documentation for organizational reference and follow-up.

  • 9.5.1 Creating Meeting Minutes

    • 1. Access Meeting Minutes
      • Go to “Meeting Management” → “Meeting Minutes”
      • Click “Add Minutes” button
    • 2. Minutes Information
      • Meeting: Link to meeting
      • Date: Minutes date
      • Attendees: List of attendees
      • Agenda: Meeting agenda items
      • Discussion: Discussion points
      • Decisions: Decisions made
      • Action Items: Follow-up actions

    9.5.2 Minutes Features

    • Rich Text Editor: Format meeting minutes
    • Template System: Use meeting minute templates
    • Distribution: Share minutes with attendees
    • Archive: Store historical meeting minutes

9.6 Action Items

Action Items Management tracks meeting follow-up tasks and assignments enabling task delegation, progress monitoring, and systematic action item completion for effective meeting outcome implementation.

  • 9.6.1 Creating Action Items

    • 1. Access Action Items
      • Go to “Meeting Management” → “Action Items”
      • Click “Add Action Item” button
    • 2. Action Item Information
      • Meeting: Link to meeting
      • Task: Action item description
      • Assigned To: Responsible person
      • Due Date: Completion deadline
      • Priority: High, medium, low
      • Status: Open, in-progress, completed

    9.6.2 Action Item Features

    • Task Tracking: Monitor action item progress
    • Reminder System: Automatic deadline reminders
    • Status Updates: Track completion status
    • Reporting: Generate action item reports

10. Leave Management

Leave Management provides comprehensive employee absence tracking and approval workflow enabling systematic leave administration, balance calculation, and policy enforcement for effective workforce planning and compliance.

10.1 Leave Types

Leave Types Management defines various absence categories enabling systematic leave classification, entitlement specification, and leave type organization for structured absence management and policy implementation.

  • 10.1.1 Creating Leave Types

    • 1. Access Leave Types
      • Go to “Leave Management” → “Leave Types”
      • Click “Add Leave Type” button
    • 2. Leave Type Information
      • Name: Leave type name
      • Description: Leave type description
      • Max Days Per Year: Maximum days allowed per year
      • Is Paid: Whether leave is paid or unpaid
      • Color: Color for visual identification
      • Status: Active or Inactive

10.2 Leave Policies

Leave Policies Management establishes leave rules and entitlements enabling systematic policy enforcement, accrual calculation, and leave governance for consistent absence management and organizational compliance.

  • 10.2.1 Creating Leave Policies

    • 1. Access Leave Policies
      • Go to “Leave Management” → “Leave Policies”
      • Click “Add Leave Policy” button
    • 2. Policy Information
      • Name: Policy name (required)
      • Description: Policy description
      • Leave Type: Associated leave type (required)
      • Accrual Type: Monthly, Quarterly, Yearly, Fixed
      • Accrual Rate: Rate of leave accrual
      • Carry Forward Limit: Maximum days to carry forward
      • Min Days Per Application: Minimum days per application
      • Max Days Per Application: Maximum days per application
      • Requires Approval: Whether approval is required
      • Status: Active or Inactive

10.3 Leave Applications

Leave Applications Management processes employee absence requests enabling systematic application workflow, approval routing, and leave request management for efficient absence coordination and workforce planning.

  • 10.3.1 Creating Leave Applications

    • 1. Access Leave Applications
      • Go to “Leave Management” → “Leave Applications”
      • Click “Add Leave Application” button
    • 2. Application Information
      • Employee: Select employee (auto-filled for self)
      • Leave Type: Select leave type (required)
      • Leave Policy: Associated leave policy
      • Start Date: Leave start date (required)
      • End Date: Leave end date (required)
      • Total Days: Number of leave days (auto-calculated)
      • Reason: Leave reason
      • Attachment: Supporting documents
      • Status: Pending, Approved, Rejected
      • Manager Comments: Approval/rejection comments
      • Approved By: Manager who approved/rejected
      • Approved At: Approval timestamp

    10.3.2 Application Features

    • Attendance Records: Creates attendance records when approved
    • Balance Integration: Automatically updates leave balances
    • Weekend Handling: Weekend exclusion
    • Manager Approval: Routing to managers
    • Status Tracking: Complete application lifecycle tracking

10.4 Leave Balances

Leave Balances Management tracks employee leave entitlements and usage enabling balance calculation, accrual monitoring, and systematic leave accounting for accurate absence tracking and policy compliance.

  • 10.4.1 Managing Leave Balances

    • 1. Access Leave Balances
      • Go to “Leave Management” → “Leave Balances”
      • View employee leave balances
    • 2. Balance Information
      • Employee: Employee name
      • Leave Type: Type of leave
      • Leave Policy: Associated policy
      • Year: Balance year
      • Allocated Days: Total allocated days
      • Used Days: Days already taken
      • Remaining Days: Available days
      • Carried Forward: Previous year balance
      • Manual Adjustment: Manual balance adjustments
      • Adjustment Reason: Reason for manual adjustment

    10.4.2 Balance Features

    • Calculation: Real-time balance updates
    • Carry Forward: Handle year-end carry forwards
    • Manual Adjustments: Admin balance adjustments
    • Year-based Tracking: Separate balances per year
    • Policy Integration: Balance rules based on policies

    10.4.3 Leave Management Operations

    • Apply: Submit leave applications with balance validation
    • Approve: Manager approval workflow with comments
    • Track: Monitor leave application status
    • Balance: Balance calculation and updates
    • Accrual: Process leave accruals based on policies
    • Carry Forward: Handle year-end balance transfers
    • Adjust: Manual balance adjustments with reasons
    • Report: Generate leave reports and analytics

11. Attendance Management

Attendance Management provides comprehensive employee time tracking and workforce monitoring enabling systematic attendance recording, shift management, and attendance policy enforcement for accurate payroll calculation and compliance.

11.1 Shifts

Shifts Management defines work schedules and time arrangements enabling systematic shift assignment, working hours calculation, and flexible workforce scheduling for diverse operational requirements and employee management.

  • 11.1.1 Creating Shifts

    • 1. Access Shifts
      • Go to “Attendance Management” → “Shifts”
      • Click “Add Shift” button
    • 2. Shift Information
      • Name: Shift name (required)
      • Description: Shift description
      • Start Time: Shift start time (required)
      • End Time: Shift end time (required)
      • Break Duration: Break time in minutes
      • Break Start Time: Break start time
      • Break End Time: Break end time
      • Grace Period: Late arrival grace period
      • Is Night Shift: Mark as night shift
      • Status: Active or Inactive

    11.1.2 Shift Features

    • Working Hours Calculation: Automatic working hours calculation
    • Break Management: Detailed break time configuration

11.2 Attendance Policies

Attendance Policies Management establishes attendance rules and regulations enabling systematic policy enforcement, overtime calculation, and attendance governance for consistent workforce management and payroll accuracy.

  • 11.2.1 Creating Attendance Policies

    • 1. Access Attendance Policies
      • Go to “Attendance Management” → “Attendance Policies”
      • Click “Add Attendance Policy” button
    • 2. Policy Information
      • Name: Policy name (required)
      • Description: Policy description
      • Late Arrival Grace: Grace period for late arrival (minutes)
      • Early Departure Grace: Grace period for early departure (minutes)
      • Overtime Rate Per Hour: Overtime calculation rate
      • Status: Active or Inactive

    11.2.2 Policy Features

    • Late Arrival Detection: Automatic late arrival checking
    • Early Departure Detection: Automatic early departure checking
    • Overtime Calculation: Automatic overtime amount calculation
    • Grace Period Management: Configurable grace periods

11.3 Attendance Records

Attendance Records Management tracks daily employee presence and working hours enabling systematic time recording, automatic calculations, and comprehensive attendance monitoring for payroll processing and workforce analytics.

  • 11.3.1 Managing Attendance Records

    • 1. Access Attendance Records
      • Go to “Attendance Management” → “Attendance Records”
      • View daily attendance records
    • 2. Record Information
      • Employee: Employee name
      • Shift: Assigned shift
      • Attendance Policy: Applied policy
      • Date: Attendance date
      • Clock In: Clock in time
      • Clock Out: Clock out time
      • Total Hours: Total working hours
      • Break Hours: Break time taken
      • Overtime Hours: Overtime hours worked
      • Overtime Amount: Overtime payment amount
      • Is Late: Late arrival flag
      • Is Early Departure: Early departure flag
      • Is Absent: Absence flag
      • Is Holiday: Holiday flag
      • Is Weekend: Weekend flag
      • Status: Present, Absent, Half Day, Holiday, On Leave
      • Notes: Additional notes

    11.3.2 Attendance Features

    • Automatic Calculations: Total hours, overtime, and break calculations
    • Break Time Management: Intelligent break time deduction
    • Status Auto-Detection: Automatic status based on hours worked
    • Holiday Integration: Holiday and weekend detection

    11.3.3 Employee Self-Service Clock In/Out

    • 1. Employee Dashboard Access
      • Employees can access clock in/out from their dashboard
      • Real-time attendance tracking
    • 2. Clock In Process
      • Click “Clock In” button on employee dashboard
      • System records current time as clock in time
      • Automatic shift and policy assignment
      • Late arrival detection with grace period
    • 3. Clock Out Process
      • Click “Clock Out” button on employee dashboard
      • System records current time as clock out time
      • Automatic calculation of total working hours
      • Early departure detection with grace period
      • Complete attendance processing with overtime calculation
    • 4. Dashboard Features
      • Current Status: Display current clock in/out status
      • Today’s Hours: Show total hours worked today
      • Recent Announcement: Show Recent Announcement
      • Recent Meetings: Show Recent Meetings

11.4 Attendance Regularizations

Attendance Regularizations Management handles attendance corrections and adjustments enabling systematic regularization workflow, manager approval, and attendance record modifications for accurate time tracking and payroll calculations.

  • 11.4.1 Creating Regularization Requests

    • 1. Access Regularizations
      • Go to “Attendance Management” → “Regularizations”
      • Click “Add Request” button
    • 2. Regularization Information
      • Employee: Select employee
      • Attendance Record: Link to attendance record
      • Date: Regularization date
      • Requested Clock In: Requested clock in time
      • Requested Clock Out: Requested clock out time
      • Original Clock In: Original clock in time
      • Original Clock Out: Original clock out time
      • Reason: Regularization reason
      • Status: Pending, Approved, Rejected
      • Manager Comments: Approval/rejection comments
      • Approved By: Manager who approved/rejected
      • Approved At: Approval timestamp

    11.4.2 Regularization Features

    • Automatic Application: Apply approved regularizations to attendance records
    • Complete Recalculation: Recalculate all attendance metrics after approval
    • Manager Approval: Approval workflow with comments
    • Audit Trail: Track original vs requested times

    11.4.3 Attendance Management Operations

    • Clock: Employee self-service clock in/out from dashboard
    • Calculate: Automatic calculation of hours, overtime, and breaks
    • Regularize: Request and approve attendance corrections
    • Monitor: Real-time attendance monitoring
    • Report: Generate attendance reports and analytics
    • Policy: Apply attendance policies and rules
    • Shift: Manage shift assignments and rotations
    • Integration: Integrate with leave and holiday systems
    • Dashboard: Employee dashboard with clock in/out functionality

12. Time Tracking

Time Tracking provides detailed project-based time management enabling systematic time entry recording, project allocation, and work hour tracking for accurate project billing and productivity analysis.

12.1 Time Entries

Time Entries Management records detailed work hours and project allocation enabling systematic time logging, approval workflow, and comprehensive time tracking for project management and billing accuracy.

  • 12.1.1 Creating Time Entries

    • 1. Access Time Entries
      • Go to “Time Tracking” → “Time Entries”
      • Click “Add Time Entry” button
    • 2. Time Entry Information
      • Employee: Select employee (required)
      • Date: Entry date (required)
      • Hours: Number of hours worked (decimal format)
      • Description: Work description
      • Project: Associated project name
      • Status: Pending, Approved, Rejected
      • Manager Comments: Approval/rejection comments
      • Approved By: Manager who approved/rejected
      • Approved At: Approval timestamp

    12.1.2 Time Entry Features

    • Project Tracking: Track time by project names
    • Decimal Hours: Support for precise hour tracking (e.g., 7.5 hours)
    • Approval Workflow: Manager approval for time entries
    • Total Hours Calculation: Calculate total hours for date ranges
    • Project-wise Reports: Generate project-wise time reports
    • Status Management: Track approval status of entries

    12.1.3 Time Tracking Operations

    • Log: Create time entries for work performed
    • Approve: Manager approval workflow with comments
    • Track: Monitor time spent on projects and tasks
    • Calculate: Automatic calculation of total hours

13. Payroll Management

Payroll Management provides comprehensive salary processing and compensation administration enabling systematic payroll calculation, salary component management, and automated payslip generation for accurate employee compensation and financial compliance.

13.1 Salary Components

Salary Components Management defines earnings and deduction elements enabling systematic compensation structure, flexible salary calculation, and standardized payroll component organization for comprehensive employee compensation management.

  • 13.1.1 Creating Salary Components

    • 1. Access Salary Components
      • Go to “Payroll Management” → “Salary Components”
      • Click “Add Component” button
    • 2. Component Information
      • Name: Component name (required)
      • Description: Component description
      • Type: Earning or Deduction
      • Calculation Type: Fixed or Percentage
      • Default Amount: Fixed amount value
      • Percentage of Basic: Percentage of basic salary
      • Is Taxable: Subject to tax (Yes/No)
      • Is Mandatory: Mandatory component (Yes/No)
      • Status: Active or Inactive

    13.1.2 Component Features

    • Flexible Calculation: Fixed amount or percentage-based calculation
    • Basic Salary Integration: Calculate percentage of basic salary
    • Tax Configuration: Configure tax implications
    • Earnings/Deductions: Separate earnings and deductions
    • Automatic Calculation: calculateAmount() method for dynamic calculation

13.2 Employee Salaries

Employee Salaries Management configures individual compensation packages enabling systematic salary assignment, component selection, and comprehensive salary structure management for personalized employee compensation administration.

  • 13.2.1 Setting Employee Salaries

    • 1. Access Employee Salaries
      • Go to “Payroll Management” → “Employee Salaries”
      • Click “Add Employee Salary” button
    • 2. Salary Information
      • Employee: Select employee (required)
      • Basic Salary: Base salary amount (required)
      • Components: Select salary components
      • Is Active: Active salary record
      • Calculation Status: Calculation status
      • Notes: Additional notes

    13.2.2 Salary Features

    • Component Selection: Choose from available salary components
    • Active Salary Tracking: Only one active salary per employee
    • Complete Calculation: Comprehensive calculation method
    • Breakdown Generation: Detailed earnings and deductions breakdown
    • Net Salary Calculation: Automatic net salary calculation

    13.2.3 Employee Payroll View

    • 1. Show Payroll Functionality
      • Each employee can view their complete payroll history
      • Access from Employee Salaries index page
      • Click “Show Payroll” button for any employee
    • 2. Monthly Payroll Overview
      • All Months Display: View payroll for all processed months
      • Month-wise Breakdown: Separate breakdown for each month
      • Pay Period Information: Start date, end date, and pay date
      • Payroll Status: Draft, Completed, Approved status
    • 3. Detailed Salary Breakdown
      • Earnings Section: Basic Salary, Component Earnings (HRA, DA, etc.), Overtime Amount, Total Earnings
      • Deductions Section: Tax Deductions, PF Deductions, Other Component Deductions, Unpaid Leave Deductions, Total Deductions
      • Attendance Summary: Working Days, Present Days, Absent Days, Half Days, Holiday Days, Leave Days (Paid/Unpaid), Overtime Hours
      • Final Calculation: Gross Pay, Net Pay, Per Day Salary, Attendance Percentage
    • 4. Payroll History Features
      • Month Navigation: Easy navigation between months
      • Detailed View: Expandable detailed breakdown
      • Print/Export: Print or export payroll details
      • Comparison: Compare payroll across months

13.3 Payroll Runs

Payroll Runs Management processes periodic salary calculations enabling systematic payroll execution, attendance integration, and bulk salary processing for efficient organizational payroll administration and financial management.

  • 13.3.1 Creating Payroll Runs

    • 1. Access Payroll Runs
      • Go to “Payroll Management” → “Payroll Runs”
      • Click “Add Payroll Run” button
    • 2. Payroll Run Information
      • Title: Payroll run title (required)
      • Payroll Frequency: Monthly, Weekly, Bi-weekly
      • Pay Period Start: Period start date (required)
      • Pay Period End: Period end date (required)
      • Pay Date: Salary payment date
      • Total Gross Pay: Total gross payment
      • Total Deductions: Total deductions
      • Total Net Pay: Total net payment
      • Employee Count: Number of employees
      • Status: Draft, Completed, Approved
      • Notes: Additional notes

    13.3.2 Payroll Run Features

    • Attendance Integration: Integrate with attendance records
    • Leave Integration: Handle paid and unpaid leave calculations
    • Overtime Calculation: Include overtime hours and amounts
    • Weekend Exclusion: Exclude weekends from working days calculation
    • Per-day Salary: Calculate per-day salary for deductions
    • Totals Calculation: Automatic calculation of run totals

13.4 Payroll Entries

Payroll Entries Management generates individual employee payroll records enabling detailed salary breakdown, attendance integration, and comprehensive payroll calculation for accurate employee compensation and record keeping.Payroll Entries Management generates individual employee payroll records enabling detailed salary breakdown, attendance integration, and comprehensive payroll calculation for accurate employee compensation and record keeping.

  • 13.4.1 Payroll Entry Information

    • 1. Automatic Generation
      • Generated automatically during payroll run processing
      • One entry per employee per payroll run
    • 2. Entry Details
      • Employee: Employee information
      • Basic Salary: Employee basic salary
      • Component Earnings: Additional earnings from components
      • Total Earnings: Sum of all earnings
      • Total Deductions: Sum of all deductions
      • Gross Pay: Total earnings + overtime – unpaid leave deductions
      • Net Pay: Gross pay – total deductions
      • Working Days: Total working days in period
      • Present Days: Days employee was present
      • Half Days: Half-day attendance count
      • Holiday Days: Holiday days count
      • Paid Leave Days: Paid leave days taken
      • Unpaid Leave Days: Unpaid leave days taken
      • Absent Days: Absent days count
      • Overtime Hours: Total overtime hours
      • Overtime Amount: Overtime payment amount
      • Per Day Salary: Daily salary rate
      • Unpaid Leave Deduction: Deduction for unpaid leaves
      • Earnings Breakdown: Detailed earnings breakdown (array)
      • Deductions Breakdown: Detailed deductions breakdown (array)

    13.4.2 Payroll Entry Features

    • Complete Integration: Integrates attendance, leave, and salary data
    • Attendance Percentage: Calculate attendance percentage
    • Salary Breakdown: Complete salary breakdown with all interconnections
    • Leave Handling: Separate paid and unpaid leave processing
    • Overtime Integration: Include overtime from attendance records
    • Deduction Calculation: Accurate unpaid leave deductions

13.5 Payslips

Payslips Management creates professional salary statements enabling systematic payslip generation, employee distribution, and comprehensive salary documentation for transparent compensation communication and record maintenance.

  • 13.5.1 Payslip Generation

    • 1. Automatic Generation
      • Generated automatically from payroll entries
      • One payslip per employee per payroll run
      • Available after payroll run completion
    • 2. Payslip Information
      • Employee Details: Name, ID, designation, department
      • Pay Period: Salary month and year
      • Earnings Section: Basic Salary, Component Earnings (HRA, DA, Medical, etc.), Overtime Amount, Gross Earnings
      • Deductions Section: Tax Deductions, PF/ESI Deductions, Other Deductions, Unpaid Leave Deductions, Total Deductions
      • Attendance Summary: Working Days vs Present Days, Leave Days (Paid/Unpaid), Overtime Hours, Attendance Percentage
      • Net Pay: Final take-home salary

    13.5.2 Payslip Features

    • PDF Generation: Generate professional PDF payslips
    • Email Distribution: Send payslips directly to employee emails
    • Employee Self-Service: Employees can download their own payslips
    • Bulk Processing: Generate payslips for all employees at once
    • Template Customization: Customize payslip format and branding
    • Security: Password-protected payslip downloads
    • Archive: Maintain payslip history for all months

    13.5.3 Payslip Operations

    • 1. Generate Payslips from Payroll Run
      • Go to “Payroll Management” → “Payroll Runs”
      • Select completed payroll run
      • Click “Generate Payslips” button
      • System generates payslips for all employees in that payroll run
      • Generated payslips automatically appear in “Payslips” page
    • 2. View Generated Payslips
      • Go to “Payroll Management” → “Payslips”
      • View all generated payslips for the selected month/payroll run
      • Filter by employee, month, or payroll run
    • 3. Individual Payslip Operations
      • View individual employee payslip details
      • Download PDF format
      • Email payslip to employee
      • Print payslip
    • 4. Bulk Payslip Operations
      • Generate all payslips for a payroll run at once
      • Bulk email distribution to all employees
      • Bulk PDF download for HR records
      • Mass payslip generation with single click

    13.5.4 Payroll Management Operations

    • Setup: Configure salary components and employee salaries
    • Process: Run payroll processing
    • Calculate: Automatic calculation of all salary components
    • Integrate: Seamless integration with attendance and leave systems
    • Track: Monitor payroll runs and employee entries
    • Generate: One-click payslip generation from payroll runs
    • Distribute: Email and download payslips
    • Report: Generate comprehensive payroll reports
    • Approve: Multi-level payroll approval workflow
    • Archive: Maintain complete payroll and payslip history

14. Calendar

Calendar Management provides unified organizational scheduling interface enabling integrated display of meetings, holidays, and employee leaves for comprehensive time management, event coordination, and workforce planning visibility.

14.1 Calendar Overview

Calendar Overview displays integrated organizational events including scheduled meetings, company holidays, and approved employee leaves enabling comprehensive scheduling visibility and effective time management coordination.

  • 14.1.1 Accessing Calendar

    • 1. Navigate to Calendar
      • Go to “Calendar” in the main menu
      • View integrated calendar with all events
    • 2. Calendar Views
      • Month View: Monthly calendar overview
      • Week View: Weekly schedule view
      • Day View: Daily agenda view
      • List View: Event list format

    14.1.2 Calendar Features

    • Multi-source Integration: Shows meetings, leaves, holidays
    • Color Coding: Different colors for different event types
    • Interactive: Click events to view details
    • Navigation: Easy month/week/day navigation

14.2 Calendar Integration

Calendar Integration synchronizes meetings, holidays, and leaves into unified calendar view enabling comprehensive event visualization, scheduling conflict detection, and systematic organizational time management coordination.

  • 14.2.1 Integrated Events Display

    • 1. Meetings Integration
      • Scheduled Meetings: All company meetings appear on calendar
      • Meeting Details: Title, time, location, attendees
      • Meeting Status: Scheduled, In Progress, Completed, Cancelled
      • Color Coding: Different colors for meeting types
      • Click to View: Click meeting to see full details
      • Recurring Meetings: Show all recurring meeting instances
    • 2. Holidays Integration
      • Company Holidays: All company holidays displayed
      • Holiday Types: National, Religious, Company-specific
      • Multi-day Holidays: Holidays spanning multiple days
      • Branch-specific: Location-based holiday display
      • Holiday Details: Name, category, description
      • Paid/Unpaid Status: Visual indication of holiday type
    • 3. Leave Applications Integration
      • Approved Leaves: Only approved leave applications shown
      • Leave Types: Annual, Sick, Maternity, etc.
      • Employee Leaves: Show leaves for all employees
      • Leave Duration: Single day or multi-day leaves
      • Leave Status: Visual confirmation of approved status
      • Employee Information: Which employee is on leave

    14.2.2 Calendar Display Features

    • Multi-source Integration: Meetings, holidays, and leaves in one view

    • Color Coding System:

      • Meetings: Blue color coding
      • Holidays: Red color coding
      • Leaves: Green color coding
    • Interactive Events: Click any event to view detailed information
    • Real-time Updates: Live updates when events are added/modified
    • Conflict Detection: Identify scheduling conflicts between events
    • Filter Options: Filter by event type (meetings, holidays, leaves)
    • Employee View: Filter to show specific employee’s events
    • Department View: Filter by department-specific events

    14.2.3 Calendar Navigation

    • Month Navigation: Easy navigation between months
    • Week View: Detailed weekly view with all events
    • Day View: Daily agenda with time slots
    • Today Button: Quick navigation to current date
    • Event Search: Search for specific events
    • Export Calendar: Export calendar data with all events

    14.2.4 Event Details on Click

    • 1. Meeting Details
      • Meeting title and description
      • Start and end time
      • Meeting location or video link
      • List of attendees
      • Meeting organizer
      • Meeting status
    • 2. Holiday Details
      • Holiday name and description
      • Holiday category
      • Applicable branches
      • Paid/unpaid status
      • Duration (single/multi-day)
    • 3. Leave Details
      • Employee name and department
      • Leave type and duration
      • Leave reason
      • Approval status and date
      • Manager who approved

15. Media Library

Media Library provides centralized file storage and management enabling systematic media organization, file upload handling, and directory-based file structure for comprehensive organizational asset management and document storage.

15.1 Media Management

Media Management handles file upload, storage, and organization enabling systematic media asset control, file type management, and comprehensive file operations for organizational document and media storage needs.

  • 15.1.1 Accessing Media Library

    • 1. Navigate to Media Library
      • Go to “Media Library” in the main menu
      • View all uploaded files and media
    • 2. Upload Media
      • Single Upload: Upload individual files
      • Bulk Upload: Upload multiple files
      • Drag & Drop: Drag files to upload
      • File Types: Support for images, documents, videos

    15.1.2 Media Features

    • File Organization: Organize files in directories
    • Search Function: Search files by name or type
    • Preview: Preview images and documents
    • Download: Download files individually or in bulk
    • File Information: View file details and metadata

15.2 Media Directories

  • 15.2.1 Creating Media Directories

    • 1. Access Media Directories
      • Go to “Media Library” → “Directories”
      • Click “Create Directory” button
    • 2. Directory Information
      • Name: Directory name (required)
      • Parent Directory: Create subdirectories
      • Description: Directory description
      • Status: Active or Inactive

    15.2.2 Directory Features

    • Hierarchical Structure: Create nested directories
    • Access Control: Set directory permissions
    • Bulk Operations: Move multiple files
    • Directory Statistics: View directory usage

16. Landing Page Management

Landing Page Management provides comprehensive public website customization that enables marketing effectiveness, customer acquisition, and professional brand presentation through systematic content management and search engine optimization.

16.1 Navigation and Access

  • Access Requirements: Super Admin login credentials are required to access landing page management through the “Landing Page” section in the main navigation menu.
  • Purpose: Customize and manage the public landing page while optimizing marketing effectiveness and ensuring professional brand presentation that supports customer acquisition and business growth.

16.2 Landing Page Sections

  • Available Sections: Comprehensive landing page components enable complete website customization and marketing optimization:

    • Hero Section: Configure main banner with compelling call-to-action elements that capture visitor attention and drive conversion through professional presentation and clear value proposition communication.
    • Features Section: Highlight key platform features and capabilities providing visitors with clear understanding of platform value and competitive advantages through organized feature presentation.
    • About Us: Present company information, history, and organizational values building customer trust and professional credibility through comprehensive organizational presentation.
    • Screenshots: Display product screenshots gallery showcasing platform capabilities and user interface design helping visitors understand platform functionality and user experience.
    • Pricing Plans: Present subscription plans with clear pricing information enabling informed customer decisions and transparent pricing communication that supports conversion optimization.
    • Testimonials: Feature customer testimonials and success stories building credibility and social proof that supports customer confidence and conversion optimization.
    • FAQ Section: Address frequently asked questions providing comprehensive information that reduces customer acquisition barriers and supports informed decision-making.
    • Contact Section: Present contact information and inquiry form enabling customer communication and lead generation through accessible contact options.
    • Newsletter: Provide newsletter subscription capabilities enabling ongoing customer communication and marketing relationship development through systematic email marketing.

16.3 Landing Page Management

  • Content Control: Enable or disable page sections providing flexible website presentation and campaign-specific customization while maintaining professional appearance and marketing effectiveness.
  • Content Management: Edit section content through comprehensive content management tools enabling regular updates and marketing campaign alignment without technical expertise requirements.
  • Image Management: Upload and manage images with automatic optimization and responsive presentation ensuring professional appearance across all devices and connection speeds.
  • SEO Settings: Configure meta tags and descriptions optimizing search engine visibility and improving organic traffic through systematic search engine optimization management.
  • Custom CSS: Add custom styling enabling brand-specific appearance customization and advanced design implementation while maintaining platform functionality and professional presentation.

16.4 Custom Pages Management

Custom Pages Management provides comprehensive static page creation capabilities that enable additional content presentation, legal documentation, and specialized information sharing through organized page management and content optimization.

  • 16.4.1 Navigation and Access

    • Access Requirements: Super Admin login credentials are required to access custom pages management through the “Custom Pages” section in the main navigation menu.
    • Purpose: Create and manage custom static pages for additional content, legal documentation, and specialized information presentation while maintaining search engine optimization and professional appearance.

  • 16.4.2 Creating Custom Pages

    • Page Creation Process: Navigate to “Custom Pages” and click “Add Page” button to access comprehensive page creation tools with detailed configuration options.

    • Required Page Details:

      • Title: Enter descriptive page title for navigation and search engine optimization ensuring clear page identification and professional presentation
      • Slug: Configure URL slug for search engine friendly URLs and professional web address presentation enabling easy page access and sharing
      • Content: Create page content using rich text editor with comprehensive formatting options enabling professional content presentation and effective communication
      • Meta Description: Configure SEO description optimizing search engine visibility and improving organic traffic through effective search result presentation
      • Status: Set published or draft status controlling page visibility and enabling content preparation without immediate publication

  • 16.4.3 Custom Page Features

    • Rich Text Editor: Utilize full-featured content editor with comprehensive formatting options enabling professional content creation without technical expertise requirements.
    • SEO Optimization: Configure meta tags and descriptions optimizing search engine visibility and improving organic traffic through systematic search engine optimization.
    • Template System: Access multiple page templates providing consistent appearance options and professional presentation aligned with organizational branding requirements.
    • URL Management: Configure custom URL slugs enabling search engine friendly addresses and professional web presence that supports marketing and accessibility objectives.
    • Status Control: Manage publish and draft status providing content preparation flexibility and publication timing control without requiring content recreation.
    • Navigation Integration: Add pages to site navigation enabling comprehensive website organization and user-friendly content access through systematic navigation management.

17. Settings and Configuration

17.1 Settings Overview

  • 17.1.1 Accessing Settings

    • 1. Navigate to Settings
      • Go to “Settings” in the main menu
      • Access comprehensive system configuration
    • 2. Settings Categories
      • System Settings: Basic system configuration
      • Brand Settings: Company branding and appearance
      • Email Settings: Email server configuration
      • Currency Settings: Currency and formatting
      • Payment Settings: Payment gateway configuration
      • Storage Settings: File storage configuration
      • Security Settings: ReCaptcha and security features
      • Integration Settings: Third-party integrations
      • SEO Settings: Search engine optimization
      • Cache Management: System cache controls

17.2 Company Settings

Company Settings provides organization specific configuration enabling company branding, operational preferences, and tenant-specific customization for individual organizational requirements and business process alignment.

  • 17.2.1 Company Settings Access

    Company users have access to comprehensive system settings:

    • 1. System Settings
      • Default Language: Company default language
      • Date Format: Date display format
      • Time Format: Time display format (12/24 hour)
      • Default Timezone: Company timezone
    • 2. Brand Settings
      • Logo Dark: Dark theme platform logo upload
      • Logo Light: Light theme platform logo upload
      • Favicon: Browser tab icon upload
      • Title Text: Platform title/name display
      • Footer Text: Platform footer content
      • Theme Color: Primary platform theme color
      • Custom Color: Custom hex color code
      • Sidebar Variant: Sidebar style configuration
      • Layout Direction: LTR/RTL layout direction
      • Theme Mode: Light/Dark theme selection
    • 3. Currency Settings
      • Default Currency: Company currency selection
      • Currency Symbol: Currency symbol display
      • Currency Position: Symbol position (before/after amount)
      • Thousand Separator: Thousand separator character
      • Decimal Separator: Decimal separator character
      • Number of Decimals: Number of decimal places
    • 4. Email Settings
      • Mail Driver: Email service provider (SMTP, Mailgun, SES)
      • Mail Host: SMTP server hostname
      • Mail Port: SMTP server port
      • Mail Username: SMTP authentication username
      • Mail Password: SMTP authentication password
      • Mail Encryption: Email encryption type (TLS, SSL)
      • From Address: Default sender email address
      • From Name: Default sender name
    • 5. Storage Settings
      • Storage Driver: Local, AWS S3, Wasabi, DigitalOcean Spaces
      • AWS S3 Configuration: Access key, secret key, bucket, region
      • Wasabi Configuration: Access key, secret key, bucket, region
      • DigitalOcean Configuration: Access key, secret key, bucket, region
      • Max File Size: Maximum upload file size limit
      • Allowed File Types: Permitted file extensions
    • 6. ReCaptcha Settings
      • ReCaptcha Enabled: Enable/disable ReCaptcha
      • ReCaptcha Version: v2 or v3 selection
      • Site Key: ReCaptcha site key
      • Secret Key: ReCaptcha secret key
    • 7. Chat GPT Settings
      • OpenAI API Key: OpenAI API authentication key
      • Model Selection: GPT model selection
    • 8. Cookie Settings
      • Enable Cookie: Enable/disable cookie consent functionality
      • Cookie Logging: Enable cookie activity logging
      • Cookie Title: Cookie consent banner title text
      • Cookie Description: Cookie consent banner description text
      • Strictly Cookie Title: Strictly necessary cookies section title
      • Strictly Cookie Description: Description for essential cookies
      • More Information Description: Additional cookie information text
      • Contact Us Description: Contact information for cookie queries
    • 9. SEO Settings
      • Meta Keywords: SEO meta keywords for search engines
      • Meta Description: SEO meta description for search results
      • Meta Image: Meta Image for SEO
    • 10. Cache Settings
      • Clear All Cache: It will clear the cache.
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