User Manual – HRM SaaS

Companies List

Each company in the list displays the following details:

• Name: The company name and email address
• Plan: The subscription plan currently assigned to the company
• Created At: The date the company account was registered on the platform
• Actions: Quick action buttons for managing each company

Each company row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Login as Company: Logs in to the platform as that specific company, allowing the Super Admin to access and manage the company’s account directly
• Company Info: Opens a detailed information panel showing the full profile and account details of the company
• Upgrade Plan: Opens a pop-up to change or upgrade the company’s current subscription plan. Toggle between Monthly and Yearly billing, select a plan (e16. Free, Pro, or Enterprise), and click Upgrade Plan to confirm.
• Reset Password: Opens a pop-up to reset the password for that company’s account. Enter the New Password in the field provided and click Save.
• Disable Login: Disables login access for that company, preventing them from signing in to the platform
• Edit: Opens the company profile in edit mode
• Delete: Permanently removes the company from the platform

Adding a New Company

• Click the “Add Company” button at the top right of the page.
• A pop-up will appear with the following fields:
• Company Name: Enter the name of the company
• Email: Enter the email address for the company account
• Enable Login: Toggle this option to allow or restrict the company from logging in to the platform

The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, IP address, date and time, and device information. Use the View button to see full session details, or the Delete button to remove a record.

Login History

• The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, IP address, date and time, and device information.
• Use the View button to see full session details, or the Delete button to remove a record.

Media Library Overview

The page is divided into two main areas: a Quick Access sidebar on the left for navigation and folder management, and the main media display area on the right.

Quick Access (Left Sidebar)

• All Files: Click to view all uploaded media files across the platform, along with the total file count.
• Folders: Create and manage custom folders to organize media files. Enter a folder name and click Create to add a new folder, or Cancel to discard. Each folder displays the number of files it contains.
• Storage: Displays the total storage used by uploaded files (e.g., 31.96 MB).

Main Display Area

• Use the Search media files bar at the top to find specific files by name.
• Toggle between Grid View and List View using the View buttons.
• Use the Date dropdown to sort files by Name (A–Z), Name (Z–A), Date (Newest), Date (Oldest), Size (Largest), Size (Smallest), or Type.
• The top right summary cards display the total number of Files, total Storage used, and total number of Images.

Media Files

Each media file in the grid displays the following details:

• File Type Badge: Indicates the file format (e.g., PNG, PDF)
• Preview: A thumbnail preview of the file
• File Name: The display name of the file
• File Size: The size of the file in KB or MB
• Upload Date: The date the file was uploaded

Click any file to open the Media Details panel, which displays:

• File Name: The original file name
• Display Name: The custom display name for the file
• File Type: The MIME type (e.g., image/png)
• File Size: The size of the file
• Upload Date: The date the file was uploaded
• File URL: The direct URL to the file with a copy icon to copy the link to the clipboard

The Actions section provides three options:

• View: Opens the file in a new tab for full-screen viewing
• Download: Downloads the file to your local device
• Delete File: Permanently removes the file from the Media Library

Uploading Media Files

• Click the “Upload Media” button at the top right of the Media Library page.
• The Upload Media Files pop-up will appear with a drag-and-drop area.
• Drag and drop your images directly into the upload zone, or click Choose Files to browse and select files from your device.
• The files will be uploaded automatically and added to the Media Library.

Note: In the media library, the super admin can view images from all companies. However, on the company side, each company can only see the images that belong specifically to them.

Subscription Plans

• The Subscription Plans page displays all available plans offered to companies on the platform. Toggle between Monthly and Yearly billing views at the top centre (Yearly billing offers a Save 20% discount).
• Each plan card displays the plan name, price, description, free trial duration (if applicable), and a What’s Included section showing usage limits such as Users, Employees, and Storage. The Features section indicates which add-ons (such as AI Integration) are enabled or disabled for the plan.
• Plans can be toggled Active or Inactive directly from the card, and each card includes Edit and Delete action buttons. The default plan is also marked with a Default badge.

Plan Requests

The Plan Requests page displays all subscription upgrade or change requests submitted by companies.

• Use the Search bar to find a specific request, and use the Filters dropdown to filter by Status, then click Apply Filters to filter the results or Reset Filters to clear all selections.

Each request in the list shows:

• Company: The name and email of the company that submitted the request
• Plan: The requested subscription plan
• Duration: Monthly or Yearly billing cycle
• Status: Current status of the request (Pending, Approved, or Rejected)
• Request Date: The date the request was submitted

For Pending requests, the Actions column provides two options:

• Approve: Approves and activates the requested plan for the company
• Reject: Rejects the plan request

Plan Orders

The Plan Orders page provides a complete record of all subscription orders placed across the platform.

• Use the Search bar to find a specific order, and use the Filters dropdown to filter by Status, Date From, and Date To, then click Apply Filters to filter the results or Reset Filters to clear all selections.

Each order in the list displays:

• Order Number: The unique order reference code
• Name: The company name and email that placed the order
• Plan: The subscribed plan
• Original Price: The plan’s standard price
• Discount: The discount amount deducted (if any coupon was applied)
• Final Price: The amount charged after discount
• Status: Current order status (Pending, Approved, or Rejected)
• Order Date: The date the order was placed

For Pending orders, the Actions column provides:

• View: Opens a detailed of the plan order
• Approve: Confirms and activates the order
• Reject: Rejects the order

Coupons List

Each coupon in the list displays the following details:

• Name: The display name of the coupon (e.g., Summer Sale, Black Friday Deal)
• Code: The unique coupon code that customers will apply (e.g., SUMMER20)
• Type: The type of discount (Percentage or Flat Amount)
• Min Spend: The minimum order amount required to use the coupon
• Max Spend: The maximum order amount eligible for the coupon
• Discount: The discount value applied (percentage or flat amount)
• Coupon Limit: The total number of times the coupon can be used (or Unlimited)
• User Limit: The number of times a single user can use the coupon
• Expiry Date: The date the coupon expires
• Status: Toggle the coupon Active or Inactive directly from the list
• Actions: Quick action buttons for managing each coupon

Each coupon row includes the following action icons on the right side:

• View Details: Opens the coupon detail page showing the full coupon information and usage history
• Edit: Opens the coupon in edit mode to update its details
• Delete: Permanently removes the coupon from the platform
• Click the View Details icon on any coupon to open its detailed view, which displays the complete coupon information and usage history. The page is divided into the following sections:
• Summary Cards: Display the Discount Value, Times Used (used vs total limit), User Limit, and Expires date, along with the current status badge (Active/Inactive).
• Coupon Information: Shows the Coupon Code, Type (Percentage or Flat Amount), Minimum Spend, and Maximum Spend values.
• Usage History: Lists every order that has used the coupon, including the User name, Email address, Order ID, Order Amount, Discount Applied, and Used At date.

Adding a New Coupon

Click the “Add Coupon” button at the top right of the Coupons page.

A pop-up will appear with the following fields:

• Coupon Name: Enter the display name of the coupon (e.g., Summer Sale 2025)
• Discount Type: Select the type of discount from the dropdown (Percentage or Flat Amount)
• Discount Value: Enter the discount amount (e.g., 20 for 20% or 50 for $50)
• Total Usage Limit: Set the maximum number of times the coupon can be used overall
• Code Generation: Choose between Manual Entry to enter your own coupon code or Auto Generate to create one automatically
• Coupon Code: Enter the unique coupon code (e.g., SUMMER25) if Manual Entry is selected
• Minimum Spend: Set the minimum order amount required to use the coupon
• Maximum Spend: Set the maximum order amount eligible for the coupon
• Usage Limit Per User: Define how many times a single user can use the coupon
• Expiry Date: Select the date the coupon will expire

Currency List

Each currency in the list displays the following details:

• Name: The full name of the currency (e.g., Ugandan Shilling, Serbian Dinar)
• Code: The international currency code (e.g., UGX, RSD, USD)
• Symbol: The currency symbol (e.g., USh, дин, $)
• Default: Indicates whether the currency is set as the default platform currency (Yes or No)
• Actions: Quick action buttons for managing each currency

Each currency row includes the following action icons on the right side:

• View: Opens a detailed view of the currency information
• Edit: Opens the currency in edit mode to update its details
• Delete: Permanently removes the currency from the platform

Adding a New Currency

Click the “Add Currency” button at the top right of the Currency page.

A pop-up will appear with the following fields:

• Currency Name: Enter the full name of the currency (e.g., US Dollar, Euro, British Pound)
• Currency Code: Enter the international currency code (e.g., USD, EUR, GBP)
• Currency Symbol: Enter the currency symbol (e.g., $, €, £)
• Description: Provide a brief description of the currency (optional)
• Set as Default Currency: Check this option to make the currency the default across the platform

Dashboard

• The Dashboard provides a complete overview of the referral program’s performance and activity at a glance.
• The dashboard presents four summary cards displaying Total Referral Users, Pending Payouts, Total Commission Paid, and Active Companies. These cards provide a quick overview of the referral program’s overall performance and key metrics.
• The Top Referring Companies section on the left ranks companies with the most referrals, displaying each company’s name, email, total number of referrals, and total commission earned.
• On the right, the Monthly Performance section highlights the year’s statistics, including Referral Signups (total this year) and Payouts Processed (total amount paid this year).

Referred Users

The Referred Users page displays all users who have signed up through referral links across the platform.

The page presents three summary cards at the top displaying Total Referred Users, Users with Plans, and Total Commission Earned.

The Referred Users List section shows each referred user with the following details:

• Company Name & Email: The name and email address of the referred company
• Registration Date: The date the user signed up
• Plan: The subscription plan assigned (e.g., Free, Starter, Pro, or No Plan)
• Plan Price: The monthly price of the plan
• Commission: The commission earned from the referral (if applicable)
• Commission History: Displays the commission percentage and the exact amount earned from that referral

Payout Requests

The Payout Requests page displays all commission payout requests submitted by referring companies.

Each payout request in the list displays the following details:

• Company: The name and email of the company requesting payout
• Amount: The payout amount requested
• Status: Current status of the request (Pending, Approved, or Rejected)
• Date: The date the payout request was submitted
• Actions: Quick action buttons for managing each request

For Pending requests, the Actions column provides two options:

• Approve: Approves the payout request and processes the payment
• Reject: Rejects the payout request

Settings

The Settings page allows the Super Admin to configure the referral program parameters.

• Enable Referral Program: Toggle this option to activate or deactivate the referral program across the platform.
• Commission Percentage (%): Set the commission rate that referrers will earn on each successful referral (e.g., 10.00 for 10%).
• Minimum Threshold Amount ($): Define the minimum commission amount a referrer must accumulate before being eligible to request a payout (e.g., 50.00).
• Referral Guidelines: Enter the program guidelines and terms that will be displayed to referrers, explaining how the referral program works and the conditions for earning commissions.

Click Save Settings to apply your changes.

Landing Page Settings

The Landing Page Settings allow the Super Admin to fully customize the content, layout, and appearance of the platform’s public landing page. The page is organized into five groups: Setup, Layout, Content, Social, and Engagement, each containing multiple configurable sections accessible from the left-hand sidebar. Use the Search section bar to quickly locate any section. Click Save Changes at the top right after making any updates.

Custom Pages List

Each custom page in the list displays the following details:

• Title: The name of the custom page (e.g., About Us, Privacy Policy)
• Content: A short preview of the page content
• Status: Indicates whether the page is Active or Inactive
• Created: The date the page was created
• Actions: Quick action buttons for managing each page

Each custom page row includes the following action icons:

• Edit: Opens the page in edit mode to update its content and settings
• Delete: Permanently removes the custom page from the platform

Adding a New Custom Page

Click the “Add Page” button at the top right of the Custom Pages page. The Create Custom Page form will open with the following sections:

Inquiries List

Each inquiry in the list displays the following details:

• Name: The name of the person who submitted the inquiry
• Email: The email address of the sender
• Subject: The subject line of the inquiry
• Status: Current status of the inquiry (New, Contacted, Qualified, Converted, or Closed)
• Date: The date and time the inquiry was submitted
• Actions: Quick action buttons for managing each inquiry

Each inquiry row includes the following action icons on the right side:

• View: Opens the full inquiry details, including the complete message content
• Update Status: Opens a pop-up to change the inquiry status. Select a status from the dropdown (New, Contacted, Qualified, Converted, or Closed) and click Save to apply.
• Send Reply: Opens a pop-up to send a direct email reply to the inquiry. The form includes the recipient’s Email (auto-filled), Subject (enter the reply subject), and Message (enter the reply content). Click Send to deliver the reply or Cancel to discard it.
• Delete: Permanently removes the inquiry from the platform.

Newsletter Subscribers List

Each subscriber in the list displays the following details:

• Email: The email address of the subscriber
• Subscribed Date: The date the user subscribed to the newsletter
• Actions: Quick action buttons for managing each subscriber

Each subscriber row includes the following action icon:

• Delete: Permanently removes the subscriber from the newsletter list.

System Settings

The System Settings section configures system-wide preferences for the application.

• Default Language: Select the default language for the platform from the dropdown (e.g., English).
• Date Format: Select the preferred date format (e.g., Y-m-d).
• Time Format: Select the preferred time format (e.g., H:i for 14:30).
• Calendar Start Day: Choose the day the calendar week begins (e.g., Sunday).
• Default Timezone: Select the platform’s default timezone (e.g., UTC).
• Email Verification: Toggle this option to require users to verify their email addresses upon registration.
• Landing Page: Toggle this option to enable or disable the public landing page.
• User Registration: Toggle this option to allow new users to create accounts on the platform.
• Terms and Conditions URL: Enter the URL for your Terms and Conditions page that will be linked in the registration form.

Click Save Changes to apply the updates.

Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time. Brand Settings has three tabs:

Currency Settings

The Currency Settings section configures how currency values are displayed throughout the application.

• Format Options: Displays a live preview of the currency format (e.g., $1,234.56) along with a sample value field and Reset button.
• Default Currency: Select the platform’s default currency from the dropdown (e.g., USD – US Dollar).
• Decimal Places: Choose the number of decimal places to display (e.g., 2 for 1234.56).
• Symbol Position: Select whether the currency symbol appears before or after the amount (e.g., $100 or 100$).
• Decimal Separator: Choose the separator used for decimals — Dot (123.45) or Comma (123,45).
• Thousands Separator: Choose the separator for thousands (e.g., Comma 1,234.56).
• Show Decimals: Toggle this option to display decimal places in amounts.
• Add Space: Toggle this option to add a space between the amount and the currency symbol.

Click Save Changes to apply the updates.

Email Settings

The Email Settings section configures email server settings for system notifications and communications.

• Email Provider: Select the email provider from the dropdown (e.g., SMTP).
• Mail Driver: Enter the mail driver (e.g., smtp).
• SMTP Host: Enter the SMTP server host (e.g., smtp.example.com).
• SMTP Port: Enter the SMTP server port (e.g., 587).
• SMTP Username: Enter the SMTP username (e.g., user@example.com).
• SMTP Password: Enter the SMTP password.
• Mail Encryption: Select the encryption method (e.g., TLS).
• From Address: Enter the email address that messages will be sent from (e.g., noreply@example.com).
• From Name: Enter the sender name (e.g., WorkDo System).

The Test Email Configuration panel on the right allows you to verify your settings by entering an email address in Send Test To and clicking Send Test Email.

Click Save Changes to apply the updates.

Payment Settings

The Payment Settings section configures the payment gateways available for subscription plans.

• Use the Search payment methods bar to find a specific gateway.
• Use the All Methods dropdown to filter by category.
• Toggle each payment method on or off using the switch next to its name.

The platform supports a wide range of payment gateways. For each gateway, click the toggle to enable it, then enter the required credentials. Most gateways include a Mode option (Sandbox or Live) and a link to the gateway’s Dashboard to retrieve API credentials.

Storage Settings

Configure file storage settings for your application. Storage Settings has three tabs: Local Storage, AWS S3, and Wasabi.

ReCaptcha Settings

The ReCaptcha Settings section configures Google reCAPTCHA for form protection across the platform.

• Enable ReCaptcha: Toggle this option to display ReCaptcha on authentication pages.
• Google Recaptcha Version: Select the ReCaptcha version from the dropdown (e.g., v2).
• Site Key: Enter your Google reCAPTCHA Site Key.
• Secret Key: Enter your Google reCAPTCHA Secret Key.

Note: Click the How to Get Google reCaptcha Site and Secret key link at the top for detailed instructions on retrieving your credentials.

Click Save Changes to apply the updates.

ChatGPT Settings

The ChatGPT Settings section configures ChatGPT integration for AI-powered features across the platform.

• Chat GPT Key: Enter your OpenAI API key.
• ChatGPT Model Name: Select the ChatGPT model from the dropdown (e.g., GPT-3.5 Turbo).

Click Save Changes to apply the updates.

Cookie Settings

The Cookie Settings section configures cookie consent and privacy preferences for the application.

• Enable Logging: Toggle this option to enable cookie activity logging.
• Strictly Necessary Cookies: This option is always enabled and cannot be disabled, as these cookies are essential for the website to function properly.
• Cookie Title: Enter the title for the cookie consent banner (e.g., Cookie Consent).
• Cookie Description: Enter a description explaining the use of cookies on the platform.
• Strictly Cookie Title: Enter the title for strictly necessary cookies (e.g., Strictly Necessary Cookies).
• Strictly Cookie Description: Enter a description for strictly necessary cookies.
• Contact Us Description: Enter the description shown for contacting support regarding cookies.
• Contact Us URL: Enter the URL of your contact page (e.g., https://example.com/contact).
• Download Accepted Cookies: Click Download CSV to download a CSV file containing the list of accepted cookie preferences from users.

Click Save Changes to apply the updates.

SEO Settings

The SEO Settings section configures search engine optimization preferences to improve your website’s visibility.

• Meta Keywords: Enter relevant keywords that describe your content, separated by commas (recommended: 3–5 keywords).
• Meta Description: Enter a compelling description that summarizes your page content and encourages clicks from search results (recommended: 150–160 characters).
• Meta Image: Click Change Image to upload a meta image, or click the X icon to remove the existing image (recommended size: 1200x630px for optimal social media sharing).

The SEO Preview panel on the right displays a real-time Social Media Preview of how your page will appear when shared, along with helpful SEO Tips.

Click Save Changes to apply the updates.

Cache Settings

The Cache Settings section allows the Super Admin to manage the application cache to improve performance.

Note: This is a page meant for more advanced users. Simply ignore it if you don’t understand what a cache is.

• Current Cache Size: Displays the total amount of cached data (e.g., 0.30 MB of cached data).
• Clear Cache: Click the Clear Cache button to remove the following cached data from the system:
• Application cache
• Route cache
• View cache
• Configuration cache

Basic Information

• Full Name: Enter the employee’s full name
• Employee ID: Auto-generated by the system (e.g., EMP000111)
• Employee Code: Enter the employee code that will be used to map the employee with the biometric device (e.g., EMP001)
• Email: Enter the employee’s email address
• Password: Set a password for the employee’s account
• Phone Number: Enter the employee’s phone number
• Date of Birth: Select the employee’s date of birth
• Gender: Choose Male, Female, or Other
• Profile Image: Click Choose File to upload a profile image (max file size: 2MB)

Employment Details

• Branch: Select the branch the employee belongs to
• Department: Select the department (available after selecting a branch)
• Designation: Select the designation (available after selecting a department)
• Date of Joining: Select the employee’s joining date
• Employment Type: Select the type of employment (e.g., Full-time)
• Employee Status: Set the status (e.g., Active)
• Shift: Select a shift (optional)
• Attendance Policy: Select an attendance policy (optional)

Contact Information

• Address Line 1: Enter the primary address
• Address Line 2: Enter additional address details (optional)
• City: Enter the city
• State/Province: Enter the state or province
• Country: Enter the country
• Postal/Zip Code: Enter the postal or zip code

Banking Information

• Bank Name: Enter the name of the bank
• Account Holder Name: Enter the account holder’s name
• Account Number: Enter the bank account number
• Bank Identifier Code (BIC/SWIFT): Enter the BIC or SWIFT code
• Bank Branch: Enter the bank branch name
• Tax Payer ID: Enter the tax payer ID
• Base Salary: Enter the employee’s base salary

Documents

Upload supporting documents such as identity proof, address proof, and educational certificates. For each document:

• Document Type: Select the document type (e.g., Identity Proof, Address Proof, Educational Certificates)
• File: Click Choose File to upload the document (max file size: 5MB)
• Expiry Date: Set the document’s expiry date (if applicable)

Click + Add Document to add additional documents as needed.

Add Branch

Clicking the “Add Branch” button opens a modal form where the admin can create a new branch. The form captures the following information:

• Branch Name: Enter the name of the branch
• Address: Enter the branch address
• City: Enter the city
• State/Province: Enter the state or province
• Country: Enter the country
• ZIP/Postal Code: Enter the ZIP or postal code
• Phone: Enter the branch contact number
• Email: Enter the branch email address
• Status: choose ‘Active’ or ‘Inactive’

Add Department

Clicking the “Add Department” button opens a modal form where the admin can create a new department. The form captures the following information:

• Department Name: Enter the name of the department (e.g., Human Resources, Finance, Engineering)
• Branch: Select the branch the department belongs to from the dropdown
• Description: Enter a brief description of the department
• Status: Set the department as Active or Inactive

Add Designation

Clicking the “Add Designation” button opens a modal form where the admin can create a new designation. The form captures the following information:

• Designation Name: Enter the name of the designation
• Description: Enter a brief description of the designation
• Department: Select the department the designation belongs to from the dropdown
• Status: Set the designation as Active or Inactive

Calendar View

Clicking the Calendar View button switches the page to a Holiday Calendar layout that displays holidays in a monthly calendar format. The top right of the calendar includes List View to switch back to the list layout, Export PDF, and Export iCal buttons.

The calendar provides:

• Navigation arrows to move between months
• A Today button to jump to the current date
• Month, Week, and Day view toggles to change the calendar display

A category legend at the top shows color codes for National, Religious, Company Specific, and Regional holidays.

Add Holiday

Clicking the “Add Holiday” button opens a modal form where the admin can create a new holiday entry. The form captures the following information:

• Holiday Name: Enter the name of the holiday (e.g., Christmas Day)
• Category: Select the holiday category from the dropdown
• Start Date: Select the holiday start date
• End Date: Select the holiday end date
• Description: Enter a brief description of the holiday
• Applicable Branches: Select the branches the holiday applies to

Announcement Details Page

When you click View on any announcement, it opens its dedicated Announcement Details page. The top right of the page includes Back, Dashboard, and Statistics buttons. This page is organized into the following sections:

Announcement Header: displays the title, short description, Start Date, End Date, Audience, and tags such as Category, Featured, and High Priority.

Content: displays the full content of the announcement and a Download Attachment button if any files are attached.

Engagement Statistics: shows the views progress bar with the view count and percentage. A View Detailed Statistics button opens the full statistics page.

Dashboard View

Clicking the Dashboard View button switches the page to an Announcement Dashboard layout. The top right includes a List View button to switch back to the list layout.

The dashboard organizes announcements into four tabs: All Announcements, High Priority, Featured, and Upcoming. Each announcement card displays the title, short description, date range, full content preview, category tag, Featured and High Priority tags where applicable, and a Read More button to view full details.

Add Announcement

Clicking the “Add Announcement” button opens a modal form where the admin can create a new announcement. The form captures the following information:

• Title: Enter the title of the announcement
• Category: Select the announcement category from the dropdown
• Short Description: Enter a brief summary of the announcement
• Content: Enter the full content of the announcement using the rich-text editor with formatting toolbar.
• Start Date: Select the date when the announcement becomes active
• End Date: Select the date when the announcement expires
• Attachments: Click Browse to upload a supporting file, or type/select the file in the attachment field
• Featured Announcement: Enable this checkbox to highlight the announcement as featured
• High Priority: Enable this checkbox to mark the announcement as high priority
• Company-wide Announcement: Enable this checkbox to make the announcement visible to the entire company
• Target Branches: Select the specific branches the announcement should be shown to from the dropdown
• Target Departments: Select the specific departments the announcement should be shown to from the dropdown

Award Types List

The right section lists all configured award types. It includes a search bar and a single dropdown filter: All Statuses.

The list displays each award type with the following columns:

• Name: The award icon, name, and description
• Status: The current state of the award type (Active or Inactive)

The Actions column on the right provides three options for each award type:

• Edit: Opens the award type for editing
• Deactivate: Activates or deactivates the award type
• Delete: Removes the award type from the list

Add New Award Type

The form on the left allows the admin to create a new award type. It contains the following fields:

• Award Type Name: Enter the name of the award type
• Description: Enter a brief description of the award type
• Status: Set the award type as Active or Inactive

Document Types List

The list displays each document type with the following columns:

• Name: The document icon, name, and description
• Required: Indicates whether the document is Required or Optional

The Actions column on the right provides two options for each document type:

• Edit: Opens the document type for editing
• Delete: Removes the document type from the list

Add New Document Type

The form on the left allows the admin to create a new document type. It contains the following fields:

• Document Type Name: Enter the name of the document type
• Description: Enter a brief description of the document type
• Required: Select whether the document is Required or Optional for all employees

Attendance Calendar

The attendance calendar displays each employee as a row, with every day of the selected month shown as a column. Each cell contains an icon representing that employee’s attendance status for the day.

A legend at the top of the page explains the meaning of each icon:

• Present: The employee was present on that day
• Absent: The employee was absent
• Half Day: The employee worked only half of the scheduled day
• On Leave: The employee was on approved leave
• Holiday: The day was marked as a public or company holiday
• Day Off: A scheduled non-working day for the employee
• Future: Days that have not yet occurred
• Attendance Not Added: No attendance record exists for that day
• Late: The employee clocked in after the scheduled start time
• Early Departure: The employee clocked out before the scheduled end time
• Overtime: The employee worked beyond the scheduled hours

Each employee row displays the following details:

• Employee: The employee’s full name, designation, and profile photo
• Daily Status: The attendance icon for each day of the selected month, with weekends visually distinguished from weekdays
• Total: The total number of attended days out of the total working days for the month

Hover over any status icon in a cell to view additional details such as clock-in time, clock-out time, or remarks for that day.

Adding Record

Click the + Add Record button at the top right of the Attendance Records page. The Add New Attendance Record form will open, where you can enter the following details:

• Employee: Select the employee from the dropdown
• Date: Select the date of the attendance entry
• Clock In Time: Enter the time the employee started work
• Clock Out Time: Enter the time the employee finished work
• Holiday: Check this box if the date should be marked as a holiday
• Notes: Add any additional remarks or context for the entry (e.g., “Working from home”)

Timesheet List

Each timesheet entry in the list displays the following details:

• Employee: The employee’s full name and profile photo
• Date: The date the work was performed (sortable)
• Hours: The total number of hours logged for that day (e.g., 8.00h)
• Project: The project the hours were logged against (e.g., Website Development, Documentation, Bug Fixes)
• Status: The current approval status of the entry (e.g., Pending, Approved, Rejected)
• Submitted On: The date the timesheet was submitted (sortable)
• Actions: Quick action buttons for managing each entry

Each timesheet row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• View: Opens a detailed panel showing the full information of the timesheet entry
• Edit: Opens the timesheet in edit mode to update its details
• Approve: Marks the timesheet as approved
• Reject: Marks the timesheet as rejected
• Delete: Permanently removes the timesheet entry from the platform

Adding a New Timesheet

Click the + Add Timesheet button at the top right of the Timesheet page. The Add New Timesheet form will open, where you can enter the following details:

• Employee: Select the employee from the dropdown
• Date: Select the date the work was performed.
• Hours: Enter the total number of hours worked
• Project: Enter the name of the project the hours are being logged against
• Description: Provide a brief description of the work performed

Summary Cards

At the top of the page, four summary cards provide a quick overview of all regularization requests:

• Total Requests: The total number of regularization requests submitted across all time
• Pending: The number of requests awaiting review
• Approved: The number of approved requests, along with the overall approval rate percentage
• Rejected: The number of declined requests

Regularization Requests Card

Each regularization request is displayed as a card containing the following details:

• Employee: The employee’s full name and profile photo
• Date: The date for which the regularization is being requested
• Status: The current status of the request (e.g., Pending, Approved, Rejected)
• Original: The original clock-in and clock-out times recorded in the system
• Requested: The new clock-in and clock-out times are being requested by the employee
• Reason: The justification provided by the employee for the regularization (e.g., “Biometric device malfunction, forgot to punch in/out”)
• Requested On: The date the request was submitted

Each request card includes a set of action icons on the top right. Hover over any icon to see its label. The available actions are:

• Approve Request: Approves the regularization request and updates the attendance record with the requested times
• Reject Request: Declines the regularization request, leaving the original attendance record unchanged
• View: Opens a detailed panel showing the full information of the regularization request
• Edit: Opens the request in edit mode to update its details
• Delete: Permanently removes the regularization request from the platform

Adding a New Regularization Request

Click the + Add Request button at the top right of the Attendance Regularizations page. The Add New Regularization Request form will open, where you can enter the following details:

• Employee: Select the employee from the dropdown
• Attendance Record: Select the existing attendance record that needs to be regularized
• Requested Clock In: Enter the corrected clock-in time
• Requested Clock Out: Enter the corrected clock-out time
• Reason: Provide a justification for the regularization request

Summary Cards

At the top of the page, four summary cards provide a quick overview of all shifts:

• Total Shifts: The total number of shifts configured in the system
• Active Shifts: The number of shifts currently active and assignable to employees
• Night Shifts: The number of shifts categorized as night shifts
• Day Shifts: The number of shifts categorized as day shifts

Shifts Card

Each shift is displayed as a card containing the following details:

• Shift Name: The name of the shift
• Shift Type: Indicates whether the shift is a Day Shift or Night Shift
• Status: Shows whether the shift is Active or Inactive
• Shift Hours: The start and end time of the shift
• Break Duration: The total break time allowed during the shift
• Working Time: The total productive working hours of the shift
• Grace Period: The buffer time allowed for late arrivals before being marked as late.
• Description: A brief description of the shift’s purpose

Each shift card includes a set of action icons on the top right. Hover over any icon to see its label. The available actions are:

• View: Opens a detailed panel showing the full information of the shift
• Edit: Opens the shift in edit mode to update its details
• Deactivate shift: Activates or deactivates the shift
• Delete: Permanently removes the shift from the platform

Adding a New Shift

Click the + Add Shift button at the top right of the Shifts page. The Add New Shift form will open, where you can enter the following details:

• Shift Name: Enter the name of the shift
• Description: Provide a brief description of the shift
• Start Time: Set the time the shift begins
• End Time: Set the time the shift ends
• Break Duration (minutes): Enter the total break duration in minutes
• Break Start Time: Set the time the break begins
• Break End Time: Set the time the break ends
• Grace Period (minutes): Enter the grace period in minutes for late arrivals
• Night Shift: Enable this checkbox if the shift runs overnight.

Summary Cards

At the top of the page, four summary cards provide a quick overview of all attendance policies:

• Total Policies: The total number of attendance policies configured in the system
• Active Policies: The number of policies currently active and assignable to employees
• Avg Late Grace: The average late arrival grace period across all policies (e.g., 17 min)
• Avg Overtime Rate: The average overtime rate per hour across all policies (e.g., $175.00)

Attendance Policies Card

Each attendance policy is displayed as a card containing the following details:

• Policy Name: The name of the policy (e.g., Standard Attendance Policy, Flexible Attendance Policy, Strict Attendance Policy)
• Status: Shows whether the policy is Active or Inactive
• Late Arrival Grace: The buffer time allowed for late arrivals before being marked as late (e.g., 15 minutes)
• Overtime Rate: The hourly rate paid for overtime work under this policy (e.g., $150.00/hr)
• Early Departure Grace: The buffer time allowed for leaving early before being marked as an early departure (e.g., 15 minutes)
• Description: A brief description of the policy’s purpose (e.g., “Default attendance policy with standard grace periods and overtime…”)

Each policy card includes a set of action icons on the top right. Hover over any icon to see its label. The available actions are:

• View: Opens a detailed panel showing the full information of the attendance policy
• Edit: Opens the policy in edit mode to update its details
• Deactivates policy: Activates or deactivates the policy
• Delete: Permanently removes the policy from the platform

Adding Attendance Policy

Click the + Add Attendance Policy button at the top right of the Attendance Policies page. The Add New Attendance Policy form will open, where you can enter the following details:

• Policy Name: Enter the name of the policy
• Description: Provide a brief description of the policy
• Late Arrival Grace (minutes): Enter the grace period in minutes for late arrivals
• Early Departure Grace (minutes): Enter the grace period in minutes for early departures
• Overtime Rate Per Hour: Enter the hourly rate paid for overtime work
• Status: Set the status of the policy as a Active or Inactive

Adding a Leave Application

Clicking Add Leave Application opens the Add New Leave Application form. Fill in the following fields:

• Employee: Select the employee applying for leave
• Leave Type: Select the type of leave from the dropdown
• Start Date: Set the date the leave begins
• End Date: Set the date the leave ends
• Reason: Enter the reason for the leave
• Attachment: Click Browse to upload a supporting file, or select the file in the attachment field.

Leave Calendar

Below the header, a calendar timeline displays employee leaves across the days of the selected week. The header shows the current month and year, and you can use the Previous and Next arrows to move between periods. Use the Employee dropdown on the right to filter the calendar by an individual or view All Employees.

A color-coded Legend at the top explains each entry: Today, Annual Leave, Sick Leave, Emergency Leave, Compensatory Leave, Personal Leave, Marriage Leave, Maternity Leave, Paternity Leave, Bereavement Leave, and Study Leave. Each employee appears in a row with their name, designation, and profile picture, and their leaves are plotted across the matching dates. Use the arrows beside the day columns to scroll through the week.

Pending Leaves & Rejected Leaves

Beneath the calendar, two tabs let you switch between Pending Leaves and Rejected Leaves.

In each tab, use the Search field to find a specific record and click Search. The Show Filters / Hide Filters button toggles the filter panel, where you can filter by Employee and Leave Type, then click Apply Filters to refine the list or Reset Filters to clear it.

The table lists leave applications with the following columns:

• Employee: The employee’s name, email, and profile picture.
• Leave Type: The type of leave, shown with a color-coded dot.
• Start Date: The date the leave begins.
• End Date: The date the leave ends.
• Days: The total number of leave days requested.
• Status: The current status of the application (Pending or Rejected).
• Applied On: The date the application was submitted.
• Actions: The available actions for each record.

In the Pending Leaves tab, the Actions column includes:

• View: See the complete details of the leave request.
• Edit: Modify the leave request information.
• Approve: Approve the leave request.
• Reject: Reject the leave request.
• Delete: Remove the leave request record.

In the Rejected Leaves tab, the Actions column includes only:

• View: See the rejected leave details.
• Delete: Remove the rejected leave record.

Leave Balance Cards

Each employee’s leave balance is displayed as a card containing the following details:

• Employee: The employee’s full name, employee ID, and profile photo
• Leave Type: The list of leave types available to the employee (e.g., Annual Leave, Sick Leave, Emergency Leave, Compensatory Leave, Personal Leave, Marriage Leave)
• Total: The total number of days allocated for each leave type
• Used: The number of days the employee has already used
• Available: The number of days remaining for the employee to use

Click the info icon next to any leave type to view a detailed breakdown of that leave balance, including:

• Allocated (Year): The number of days allocated for the current year
• Carried Forward (Previous Year): The number of days carried over from the previous year
• Total: The combined total of allocated and carried forward days
• Used: The number of days already used
• Available: The number of days still remaining

Leave Balance Sync History

Click the Sync History button at the top right of the Leave Balances page to open the Leave Balance Sync History page, where you can review all previous sync activities.

Use the Search bar to find a specific sync record. Click Filters, where you can refine the records by Year (All Years), then click Apply Filters to update the view or Reset Filters to clear all selections.

Each sync record displays the following details:

• Year: The year the sync was performed for
• Synced By: The entity or user who initiated the sync (e.g., Company)
• Synced At: The exact date and time the sync was performed
• Recorded At: The date and time the sync record was logged in the system

Click the Back button at the top right to return to the Leave Balances page.

Leave Types List

Each leave type in the list displays the following details:

• Leave Type: The name and brief description of the leave type (e.g., Annual Leave, Sick Leave, Emergency Leave, Compensatory Leave, Personal Leave). Click Show more to expand and view the full description.
• Days/Year: The maximum number of days allocated per year for that leave type (e.g., 21 Days)
• Payment Type: Indicates whether the leave is Paid or Unpaid
• Status: Shows whether the leave type is Active or Inactive
• Actions: Quick action buttons for managing each leave type

Each row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Edit: Opens the leave type in edit mode to update its details
• Deactivate / Activate: Toggles the status of the leave type
• Delete: Permanently removes the leave type from the platform

Adding a New Leave Type

In the Add New Leave Type form on the left side of the page, enter the following details:

• Leave Type Name: Enter the name of the leave type (e.g., Casual Leave, Sick Leave)
• Description: Provide a brief description of the leave policies
• Max Days / Year: Enter the maximum number of days allowed per year
• Color: Select a color or enter a color code (e.g., #3B82F6) to visually distinguish the leave type
• Paid Leave: Toggle on if employees will receive their salary for these leave days
• Status: Set the status of the leave type Active or Inactive

Click Add Leave Type to create the new leave type. It will then appear in the Leave Types list on the right.

Leave Policies List

Each leave policy in the list displays the following details:

• Policy Name: The name of the leave policy
• Leave Type: The leave type the policy applies to.
• Carry Forward: The number of unused leave days that can be carried forward to the next year
• Approval: Indicates whether approval is Required or Not Required for this leave type
• Status: Shows whether the policy is Active or Inactive
• Created At: The date the policy was created
• Actions: Quick action buttons for managing each policy

Each row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• View: Opens a detailed panel showing the full information of the leave policy
• Edit: Opens the policy in edit mode to update its details
• Toggle Status: Activates or deactivates the leave policy
• Delete: Permanently removes the leave policy from the platform

Adding a New Leave Policy

Click the + Add Leave Policy button at the top right of the Leave Policies page. The Add New Leave Policy form will open, where you can enter the following details:

• Policy Name: Enter the name of the policy
• Description: Provide a brief description of the policy
• Leave Type: Select the leave type the policy applies to
• Carry Forward Limit (Days): Enter the maximum number of days that can be carried forward to the next year
• Min Days Per Application: Enter the minimum number of days an employee can apply for in a single request
• Max Days Per Application: Enter the maximum number of days an employee can apply for in a single request
• Requires Approval: Check this box if the leave application requires manager or admin approval
• Status: Set the status of the policy Active or Inactive

Create Job Posting

Clicking the Add Job Posting button opens the Create Job Posting page. The top right of the page includes a Back button to return to the list. The page is organized into the following sections:

Schedule New Interview

Clicking the Schedule Interview button opens a modal form where the admin can schedule a new interview. The form captures the following information:

• Candidate: Select the candidate from the dropdown
• Interview Round: Select the interview round from the dropdown
• Interview Type: Select the interview type from the dropdown
• Date: Select the date of the interview
• Time: Enter the interview start time
• Duration (minutes): Enter the duration of the interview in minutes
• Location: Enter the physical location
• Meeting Link: Enter the video conferencing link for virtual interviews
• Interviewers: select the multiple interviewers from the list

Add Interview Feedback

Clicking the Add Feedback button opens a modal form where the admin can submit new feedback. The form captures the following information:

• Interview: Select the interview from the dropdown
• Interviewer: Select the interviewer who conducted the interview
• Technical Rating: Rate the candidate’s technical skills in stars
• Communication Rating: Rate the candidate’s communication skills in stars
• Cultural Fit Rating: Rate the candidate’s cultural fit in stars
• Overall Rating: Provide the overall rating in stars
• Recommendation: Select the hiring recommendation from the dropdown
• Strengths: Enter the candidate’s key strengths
• Weaknesses: Enter any areas where the candidate needs improvement
• Comments: Enter any additional comments about the candidate

Create New Offer

When you click Create Offer, a modal opens with the following fields:

• Candidate: Dropdown to select the candidate receiving the offer
• Position: Dropdown to select the position being offered
• Department: Dropdown to select the department for the position
• Salary: The offered salary amount
• Start Date: Set the proposed start date
• Expiration Date: Set the date by which the candidate must respond
• Approved By: Dropdown to select the approving authority
• Benefits: Text area to list the benefits included

Candidate Onboarding list

The Candidate Onboarding list displays each entry with the following columns:

• Employee: The employee’s name along with their email address
• Checklist: The onboarding checklist assigned to the employee
• Start Date: The onboarding start date
• Buddy: The buddy employee assigned to guide the new hire
• Status: The current state of the onboarding (Pending, In Progress, Completed)
• Created: The date the onboarding record was created

The Actions column on the right provides four options for each record:

• View: Opens the full onboarding details page
• Edit: Opens the onboarding record for editing
• Update Status: Opens a modal to change the onboarding status
• Delete: Removes the onboarding record from the list

Clicking View opens the Onboarding Details page, which is organized into the following sections:

Start New Onboarding

When you click Start New Onboarding, a modal opens with the following fields:

• Employee: Dropdown to select the employee for onboarding
• Onboarding Checklist: Dropdown to choose the onboarding checklist template
• Start Date: Date picker to select the onboarding start date
• Buddy Employee: Dropdown to assign a buddy employee for the onboarding process

Candidate Assessments list

The Candidate Assessments list displays each entry with the following columns:

• Candidate: The candidate’s name
• Assessment: The assessment name
• Score: The candidate’s score along with the maximum possible score and percentage
• Status: The outcome of the assessment (Pass, Fail, Pending)
• Conducted By: The employee who conducted the assessment
• Date: The date the assessment was conducted

The Actions column on the right provides three options for each assessment:

• View: Opens the full assessment details
• Edit: Opens the assessment for editing
• Delete: Removes the assessment from the list

Add New Assessment

Clicking the Add Assessment button opens a modal form where the admin can record a new assessment. The form captures the following information:

• Candidate: Select the candidate from the dropdown
• Assessment Name: Enter the name of the assessment (e.g., Technical Skills Assessment)
• Score: Enter the candidate’s score
• Max Score: Enter the maximum possible score
• Status: Select the outcome of the assessment from the dropdown
• Conducted By: Select the employee who conducted the assessment
• Assessment Date: Select the date the assessment was conducted
• Comments: Enter any comments or observations about the assessment

Onboarding Checklists list

The Onboarding Checklists list displays each entry with the following columns:

• Name: The checklist name, with a “Default” tag when applicable
• Items: The number of items included in the checklist
• Status: The current state of the checklist (Active, Inactive)
• Created At: The date the checklist was created

The Actions column on the right provides four options for each checklist:

• View: Opens the full checklist details page
• Edit: Opens the checklist for editing
• Toggle Status: Switches the checklist between Active and Inactive
• Delete: Removes the checklist from the list

Add New Onboarding Checklist

When you click Add Checklist, a modal opens with the following fields:

• Checklist Name: The name of the onboarding checklist
• Description: A short description of the checklist’s purpose
• Set as Default: Checkbox to mark the checklist as the default onboarding template
• Status: Dropdown to select the checklist status Active or Inactive

Checklist Items list

The Checklist Items list displays each entry with the following columns:

• Checklist: The parent checklist the item belongs to
• Task: The task name, with a “Required” tag when the task is mandatory
• Category: The category of the task
• Status: The current state of the item

The Actions column on the right provides four options for each item:

• View: Opens the full item details page
• Edit: Opens the item for editing
• Toggle Status: Switches the item between Active and Inactive
• Delete: Removes the item from the list

Add New Checklist Item

When you click Add Item, a modal opens with the following fields:

• Checklist: Dropdown to select the parent checklist
• Task Name: The name of the task
• Description: A short description of the task
• Category: Dropdown to select the task category
• Required Task: Checkbox to mark the task as mandatory
• Status: Dropdown to select the item status (Active, Inactive)

Browse Job

Clicking Browse Job opens the Job Details page, which begins with a Back to All Jobs link and is organized into the following sections:

Apply for Position

Clicking Apply Now or Apply for this Position opens the application form, which begins with a Back to Job Details link and displays the job summary at the top. The form is organized into the following sections:

Job Categories list

The Job Categories list displays each entry with the following columns:

• Name: The job category name along with its description
• Status: The current state of the category (Active/Inactive)

The Actions column on the right provides three options for each category:

• Edit: Opens the job category for editing
• Deactivate: Disables the category without removing it
• Delete: Removes the job category from the list

Add New Job Category

The Add New Job Category form on the left allows the admin to create a new category. The form captures the following information:

• Category Name: Enter the name of the category
• Description: Enter a brief description of the category
• Status: Select the status from the dropdown (Active/Inactive)

Job Types list

The Job Types list displays each entry with the following columns:

• Name: The job type name along with its description
• Status: The current state of the job type

The Actions column on the right provides three options for each job type:

• Edit: Opens the job type for editing
• Deactivate: Disables the job type without removing it
• Delete: Removes the job type from the list

Add New Job Type

The Add New Job Type form on the left allows the admin to create a new job type. The form captures the following information:

• Job Type Name: Enter the name of the job type
• Description: Enter a brief description of the job type
• Status: Select the status from the dropdown (Active/Inactive)

Job Locations list

The Job Locations list displays each entry with the following columns:

• Name: The location name
• Address: The physical address or remote work indicator
• Type: The type of location (Remote or On-site)
• Status: The current state of the location
• Created At: The date the location was added

The Actions column on the right provides four options for each location:

• View: Opens the full location details
• Edit: Opens the location for editing
• Toggle Status: Activates or deactivates the location
• Delete: Removes the location from the list

Add New Job Location

Clicking the Add Job Location button opens a modal form where the admin can create a new location. The form captures the following information:

• Name: Enter the name of the location
• Remote Work: Check this option if the location is a remote work setup
• Address: Enter the full street address
• City: Enter the city name
• State: Enter the state or region
• Country: Enter the country name
• Postal Code: Enter the postal or ZIP code
• Status: Select the status from the dropdown (Active/Inactive)

Candidate Sources list

The Candidate Sources list displays each entry with the following columns:

• Name: The source name along with its description
• Status: The current state of the source

The Actions column on the right provides three options for each source:

• Edit: Opens the candidate source for editing
• Deactivate: Disables the source without removing it
• Delete: Removes the source from the list

Add New Candidate Source

The Add New Candidate Source form on the left allows the admin to create a new source. The form captures the following information:

• Source Name: Enter the name of the source
• Description: Enter a brief description of the source
• Status: Select the status from the dropdown (Active/Inactive)

Interview Types list

The Interview Types list displays each entry with the following columns:

• Name: The interview type name along with its description
• Status: The current state of the interview type

The Actions column on the right provides three options for each interview type:

• Edit: Opens the interview type for editing
• Deactivate: Disables the interview type without removing it
• Delete: Removes the interview type from the list

Add New Interview Type

The Add New Interview Type form on the left allows the admin to create a new type. The form captures the following information:

• Interview Type Name: Enter the name of the interview type
• Description: Enter a brief description of the interview type
• Status: Select the status from the dropdown (Active/Inactive)

Interview Rounds list

The Interview Rounds list displays each entry with the following columns:

• Job: The job title and code the round belongs to
• Sequence: The position of the round within the recruitment process
• Name: The name of the round
• Description: A brief description of the round’s purpose
• Status: The current state of the round
• Created At: The date the round was added

The Actions column on the right provides four options for each round:

• View: Opens the full round details
• Edit: Opens the round for editing
• Toggle Status: Activates or deactivates the round
• Delete: Removes the round from the list

Add New Interview Round

Clicking the Add Interview Round button opens a modal form where the admin can create a new round. The form captures the following information:

• Job: Select the job posting the round belongs to from the dropdown
• Name: Enter the name of the round
• Sequence Number: Enter the order of the round in the recruitment process
• Description: Enter a brief description of the round
• Status: Select the status from the dropdown (Active/Inactive)

Offer Templates list

The Offer Templates list displays each entry with the following columns:

• Name: The template name
• Content Preview: A short preview of the template content
• Variables: The dynamic variables used in the template, with a “+X more” indicator when additional variables exist
• Status: The current state of the template (Active, Inactive)
• Created At: The date the template was created

The Actions column on the right provides six options for each template:

• View: Opens the full template details page
• Preview: Opens a preview of the template content
• Generate Offer: Opens a modal to generate an offer document from the template
• Edit: Opens the template for editing
• Toggle Status: Switches the template between Active and Inactive
• Delete: Removes the template from the list

When you click Generate Offer, a modal opens where the admin can fill in the values for the template variables. The fields adapt to the variables defined in the template, and may include:

• Candidate Name: Enter the name of the candidate receiving the offer.
• Job Title: Enter the job title for the position.
• Company Name: Enter the name of the company.
• Contract Duration: Enter the length of the contract.
• Start Date: Enter the date the contract begins.
• End Date: Enter the date the contract ends.
• Work Location: Enter the location where the candidate will work.
• Contract Rate: Enter the pay rate for the contract.
• Payment Terms: Enter the payment terms for the contract.
• Contract Benefits: Enter the benefits included in the contract.
• Contract Type: Enter the type of contract.
• Renewal Terms: Enter the terms for contract renewal.
• Termination Clause: Enter the termination clause details.
• Acceptance Deadline: Enter the deadline for the candidate to accept the offer.
• HR Contact Name: Enter the name of the HR contact person.

Create Offer Template

Clicking Add Template opens the Create Offer Template page, organized into three sections with a Back button in the top right:

• Basic Information: Includes the Template Name field and the Status dropdown (Active or Inactive)
• Template Content: Includes the Content text area where the admin enters the template body, using the {{variable_name}} syntax for dynamic content
• Variables: Includes the Variables field where the admin enters a comma-separated list of variable names without the curly braces (e.g., candidate_name, position, salary, start_date)

Custom Questions list

The Custom Questions list displays each entry with the following columns:

• Question: The text of the custom question
• Required: Indicates whether the question is mandatory (Yes/No)
• Created At: The date the question was created

The Actions column on the right provides three options for each question:

• View: Opens the full question details
• Edit: Opens the question for editing
• Delete: Removes the question from the list

Add New Custom Question

Clicking the Add Custom Question button opens a modal form where the admin can create a new question. The form captures the following information:

• Question: Enter the text of the question
• Required: Select whether the question is mandatory or optional from the dropdown (Yes, No)

Awards list

The Awards list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the awarded employee
• Award Type: The category of the award
• Award Date: The date the award was given
• Gift: The reward associated with the award

The Actions column on the right provides three options for each award:

• View: Opens the full award details page
• Edit: Opens the award for editing
• Delete: Removes the award from the list

Add Award

Clicking the “Add Award” button opens a modal form where the admin can create a new award entry. The form captures the following information:

• Employee: Select the employee from the dropdown
• Award Type: Select the award type from the dropdown
• Award Date: Select the date the award was given
• Gift: Enter the gift or reward associated with the award
• Description: Enter a brief description of the reason for the award
• Certificate: Browse and upload the award certificate file
• Photo: Browse and upload a photo associated with the award

Promotions list

The Promotions list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the promoted employee
• Previous Designation: The employee’s role before the promotion
• New Designation: The employee’s new role after the promotion
• Promotion Date: The date the promotion was initiated
• Effective Date: The date the promotion takes effect
• Status: The current state of the promotion
• Document: Displays the document icon to view the supporting document

The Actions column on the right provides four options for each promotion:

• View: Opens the full promotion details page
• Edit: Opens the promotion for editing
• Update Status: Opens a modal to change the promotion status
• Delete: Removes the promotion from the list

Clicking the Update Status icon opens a modal where the admin can change the promotion’s status. The form contains: Select the new status from the dropdown (Pending, Approved, Rejected)

Add Promotion

Clicking the “Add Promotion” button opens a modal form where the admin can create a new promotion entry. The form captures the following information:

• Employee: Select the employee from the dropdown
• Previous Designation: Enter the employee’s current role
• New Designation: Select the new role from the dropdown
• Promotion Date: Select the date the promotion is initiated
• Effective Date: Select the date the promotion takes effect
• Reason for Promotion: Enter the reason for the promotion (e.g., Exceptional performance and leadership skills)
• Document: Browse and upload a supporting document
• Status: Set the initial status (Pending, Approved, Rejected)

Transfers list

The Transfers list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the transferred employee
• Transfer Type: The type of transfer (e.g., Branch, Department, Designation)
• From → To: The transfer details showing the change in branch, department, and designation
• Transfer Date: The date the transfer was initiated
• Effective Date: The date the transfer takes effect
• Status: The current state of the transfer (e.g., Pending, Approved, Rejected)
• Documents: Displays the document icon to view the supporting document

The Actions column displays different icons based on the status of the transfer.

For transfers with Pending status, five options are available:

• View: Opens the full transfer details page
• Edit: Opens the transfer for editing
• Approve: Approves the transfer request
• Reject: Rejects the transfer request
• Delete: Removes the transfer from the list

For transfers with Approved or Rejected status, only one option is available:

• View: Opens the full transfer details page

Add New Transfer

The Add New Transfer form lets you record an employee transfer by specifying their new placement and the transfer details. Fill in the following fields:

• Employee: Select the employee being transferred.
• To Branch: Select the branch the employee is being transferred to.
• To Department: Select the department the employee is being transferred to.
• To Designation: Select the designation the employee is being transferred to.
• Transfer Date: Set the date of the transfer.
• Effective Date: Set the date the transfer takes effect.
• Reason: Enter the reason for the transfer
• Documents: Click Browse to upload a supporting document, or select the file in the document field.

Add Warning

Clicking the “Add Warning” button opens a modal form where the admin can create a new warning. The form captures the following information:

• Employee: Select the employee from the dropdown
• Warning By: Select the manager issuing the warning
• Warning Type: Select the type of warning from the dropdown
• Subject: Enter the subject of the warning
• Severity: Select the severity level from the dropdown
• Warning Date: Set the date the warning is issued
• Description: Enter the details of the warning issued
• Documents: Click Browse to upload a supporting document, or select the file in the document field.
• Expiry Date: Set the date the warning expires.
• Has Improvement Plan: Enable this checkbox if an improvement plan is attached to the warning.
• Improvement Plan Goals: Enter the goals of the improvement plan
• Improvement Plan Start Date: Set the date the improvement plan begins.
• Improvement Plan End Date: Set the date the improvement plan ends.

Resignations list

The Resignations list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the resigning employee
• Resignation Date: The date the resignation was submitted
• Last Working Day: The employee’s final day of work
• Notice Period: The notice period served
• Status: The current state of the resignation
• Documents: Displays the document icon to view the supporting document

The Actions column on the right provides four options for each resignation:

• View: Opens the full resignation details page
• Edit: Opens the resignation for editing
• Change Status: Opens a modal to update the resignation status
• Delete: Removes the resignation from the list

Clicking the Change Status icon opens a modal where the admin can update the resignation’s status. The form contains:

• Status: Select the new status from the dropdown (Pending, Approved, Rejected, completed)
• Exit Interview Conducted: Checkbox to indicate whether an exit interview was conducted
• Exit Interview Date: Select the date of the exit interview
• Exit Feedback: Enter the employee’s feedback during the exit interview

Add Resignation

Clicking the “Add Resignation” button opens a modal form where the admin can create a new resignation entry. The form captures the following information:

• Employee: Select the employee from the dropdown
• Resignation Date: Select the date of resignation
• Reason: Enter the reason for resignation
• Description: Enter additional details about the resignation
• Documents: Browse and upload supporting documents

Terminations list

The Terminations list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the terminated employee
• Type: The type of termination
• Termination Date: The effective date of termination
• Notice Date: The date the notice was issued
• Status: The current state of the termination
• Documents: Displays the document icon to view the supporting document

The Actions column on the right provides four options for each termination:

• View: Opens the full termination details page
• Edit: Opens the termination for editing
• Change Status: Opens a modal to update the termination status
• Delete: Removes the termination from the list

Clicking the Change Status icon opens a modal where the admin can update the termination’s status. The form contains:

• Status: Select the new status from the dropdown (planned, In Progress, Completed)
• Exit Interview Conducted: Toggle to indicate whether an exit interview was conducted
• Exit Interview Date: Select the date of the exit interview
• Exit Feedback: Enter the employee’s feedback during the exit interview

Add Termination

Clicking the “Add Termination” button opens a modal form where the admin can create a new termination entry. The form captures the following information:

• Employee: Select the employee from the dropdown
• Termination Type: Select the type of termination from the dropdown
• Notice Date: Select the date the notice is issued
• Termination Date: Select the effective date of termination
• Notice Period: Enter the notice period
• Reason: Enter the reason for termination
• Description: Enter additional details about the termination
• Documents: Browse and upload supporting documents

Trips list

The Trips list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the employee
• Destination: The trip destination
• Start Date: Set the trip start date
• End Date: Set the trip end date
• Status: The current state of the trip
• Advance: The advance amount along with its status
• Expenses: The total expenses incurred along with the reimbursement status
• Expenses (link): Displays an Expenses button to view or manage trip expenses

The Actions column on the right provides six options for each trip:

• View: Opens the full trip details page
• Edit: Opens the trip for editing
• Change Status: Opens a modal to update the trip status
• Advance Status: Opens a modal to update the advance payment status
• Reimbursement Status: Opens a modal to update the reimbursement status
• Delete: Removes the trip from the list

Clicking the Change Status icon opens a modal where the admin can update the trip’s status. The form contains: Select the new status from the dropdown (Planned, Ongoing, Completed, Cancelled)

Clicking the Advance Status icon opens a modal where the admin can update the advance payment status. The form contains: Select the new status from the dropdown (Requested, Approved, Paid, Reconciled)

Clicking the Reimbursement Status icon opens a modal where the admin can update the reimbursement status. The form contains: Select the new status from the dropdown (Pending, Approved, Paid)

Add Trip

Clicking the “Add Trip” button opens a modal form where the admin can create a new trip entry. The form captures the following information:

• Employee: Select the employee from the dropdown
• Purpose: Enter the purpose of the trip
• Destination: Enter the trip destination
• Start Date: Select the trip start date
• End Date: Select the trip end date
• Description: Enter additional details about the trip
• Expected Outcomes: Enter the expected outcomes of the trip
• Documents: Browse and upload supporting documents
• Advance Amount: Enter the advance amount issued for the trip.

Complaints list

The Complaints list displays each entry with the following columns:

• Complainant: The profile photo, name, and email of the person filing the complaint
• Against: The profile photo, name, and email of the person the complaint is filed against
• Type: The category of the complaint
• Date: The date the complaint was filed
• Status: The current state of the complaint
• Assigned To: The name of the person handling the complaint
• Documents: Displays the document icon to view supporting documents

The Actions column on the right provides seven options for each complaint:

• View: Opens the full complaint details page
• Edit: Opens the complaint for editing
• Change Status: Opens a modal to update the complaint status
• Assign: Opens a modal to assign the complaint to a handler
• Resolve: Opens a modal to record the complaint resolution
• Follow-up: Opens a modal to update follow-up information
• Delete: Removes the complaint from the list

Clicking the Change Status icon opens a modal where the admin can update the complaint’s status. The form contains: Select the new status from the dropdown (Submitted, Under Investigation, Resolved, Dismissed)

Clicking the Assign icon opens a modal where the admin can assign the complaint to a handler. The form contains:

• Assign To: Select the person to handle the complaint from the dropdown
• Resolution Deadline: Select the date by which the complaint should be resolved

Clicking the Resolve icon opens a modal where the admin can record the complaint’s resolution. The form contains:

• Resolution Type: Select the resolution type from the dropdown
• Investigation Notes: Enter notes from the investigation
• Resolution Action: Enter the actions taken to resolve the complaint
• Resolution Date: Select the date the complaint was resolved
• Follow-up Action: Enter the follow-up steps after resolution
• Follow-up Date: Select the date for the follow-up

Clicking the Follow-up icon opens a modal where the admin can update the follow-up details. The form contains:

• Follow-up Action: Enter the follow-up steps after resolution
• Follow-up Date: Select the date for the follow-up
• Feedback: Enter feedback from the complainant

Add Complaint

Clicking the “Add Complaint” button opens a modal form where the admin can file a new complaint. The form captures the following information:

• Complainant: Select the person filing the complaint from the dropdown
• Against: Select the employee the complaint is against from the dropdown
• Complaint Type: Select the type of complaint from the dropdown
• Subject: Enter the subject of the complaint
• Complaint Date: Select the date the complaint is filed
• Description: Enter a detailed description of the complaint
• Documents: Browse and upload supporting documents
• Submit Anonymously: Toggle to file the complaint anonymously

Employee Reviews list

The Employee Reviews list displays each entry with the following columns:

• Employee: The profile photo, name, and email of the employee being reviewed
• Reviewer: The profile photo, name, and email of the person conducting the review
• Review Cycle: The review cycle the review belongs to
• Review Date: The scheduled or conducted date of the review
• Rating: The performance rating given to the employee
• Status: The current state of the review (e.g., Scheduled, In Progress, Completed)

The Actions column displays different icons based on the status of the review.

For reviews with a Scheduled or In Progress status, four options are available:

• View: Opens the review details page
• Conduct Review: Opens the review form to record the performance evaluation
• Update Status: Changes the current status of the review
• Delete: Removes the review from the list

For reviews with Completed status, two options are available:

• View: Opens the review details page
• Update Status: Changes the current status of the review

Conduct Review

Clicking the Conduct Re View button from the Actions column opens the Conduct Performance Review page, where you can record the evaluation for the selected employee.

Schedule Employee Review

The Schedule Employee Review page lets you create a new performance review for an employee. Click Back at the top right to return to the previous page. Fill in the following fields:

• Employee: Select the employee to be reviewed.
• Reviewer: Select the reviewer who will conduct the review.
• Review Cycle: Select the review cycle from the dropdown.
• Review Date: Set the date of the review.
• Status: Select the review status from the dropdown (Scheduled, In Progress).

Employee Goals list

The Employee Goals list displays each entry with the following columns:

• Title: The name of the goal (e.g., Implement Process Improvement)
• Employee: The name of the employee assigned to the goal
• Goal Type: The category of the goal (e.g., Project Goals, Sales and Revenue Goals)
• Start Date: The date the goal was initiated
• End Date: The deadline for the goal
• Progress: A progress bar showing the percentage of completion
• Status: The current state of the goal (e.g., In Progress, Completed)

The Actions column on the right provides four options for each goal:

• View: Opens the full goal details page
• Edit: Opens the goal for editing
• Update Progress: Opens a modal to update the completion percentage
• Delete: Removes the goal from the list

Clicking the Update Progress icon opens a modal where the admin can update the goal’s completion percentage. The form contains:

Progress: Enter the updated progress value as a percentage

Add Goal

Clicking the “Add Goal” button opens a modal form where the admin can create a new employee goal. The form captures the following information:

• Employee: Select the employee from the dropdown
• Goal Type: Select the type of goal from the dropdown
• Goal Title: Enter the title of the goal
• Description: Enter a brief description of the goal
• Start Date: Select the starting date of the goal
• End Date: Select the deadline for the goal
• Target: Enter the target value or outcome (e.g., Complete 5 projects, Achieve 95% accuracy)
• Progress (%): Enter the initial progress value
• Status: select the status of your goal (Not started, In Progress, Completed)

Review Cycles List

The right section lists all configured review cycles. It includes a search bar and two dropdown filters: All Frequencies and All Statuses, then click Apply Filters to update the view or Reset Filters to clear all selections.

The list displays each cycle with the following columns:

• Name: The cycle icon, name, and description
• Frequency: The cycle frequency
• Status: The current state of the cycle

The Actions column on the right provides two options for each cycle:

• Edit: Opens the review cycle for editing
• Delete: Removes the review cycle from the list

Add New Review Cycle

The form on the left allows the admin to create a new review cycle. It contains the following fields:

• Review Cycle Name: Enter the name of the cycle
• Frequency: Select the frequency from the dropdown
• Description: Enter a brief description of the review cycle
• Status: Set the cycle as Active or Inactive

Indicators list

The Indicators list displays each entry with the following columns:

• Name: The name of the indicator
• Category: The category the indicator belongs to
• Measurement Unit: The unit used for measurement
• Target Value: The target benchmark for the indicator
• Status: The current state of the indicator
• Created At: The date the indicator was created

The Actions column on the right provides four options for each indicator:

• View: Opens the full indicator details page
• Edit: Opens the indicator for editing
• Toggle Status: Activates or deactivates the indicator
• Delete: Removes the indicator from the list

Add Indicator

Clicking the “Add Indicator” button opens a modal form where the admin can create a new performance indicator. The form captures the following information:

• Indicator Name: Enter the name of the indicator
• Category: Select the indicator category from the dropdown
• Description: Enter a brief description of what the indicator measures
• Measurement Unit: Enter the unit of measurement
• Target Value: Enter the target benchmark value
• Status: Set the indicator as Active or Inactive

Goal Types List

The right section lists all configured goal types. It includes a search bar and a single dropdown filter: All Statuses.

The list displays each goal type with the following columns:

• Name: The goal type icon, name, and description
• Status: The current state of the goal type (Active or Inactive)

The Actions column on the right provides two options for each goal type:

• Edit: Opens the goal type for editing
• Delete: Removes the goal type from the list

Add New Goal Type

The form on the left allows the admin to create a new goal type. It contains the following fields:

• Goal Type Name: Enter the name of the goal type
• Description: Enter a brief description of the goal type
• Status: Set the goal type as Active or Inactive.

Indicator Categories list

The Indicator Categories list displays each entry with the following columns:

• Name: The name of the category
• Status: The current state of the category
• Created At: The date the category was created

The Actions column on the right provides four options for each category:

• View: Opens the full category details page
• Edit: Opens the category for editing
• Toggle Status: Activates or deactivates the category
• Delete: Removes the category from the list

Add Category

Clicking the “Add Category” button opens a modal form where the admin can create a new indicator category. The form captures the following information:

• Category Name: Enter the name of the category
• Description: Enter a brief description of the category
• Status: Set the category as Active or Inactive

Employee Trainings list

The Employee Trainings list displays each entry with the following columns:

• Employee: The profile photo, name, and Employee ID of the trainee
• Training Program: The name and training type of the assigned program
• Status: The current state of the training
• Assigned Date: The date the training was assigned
• Completion Date: The date the training was completed
• Score: The percentage score achieved in the training
• Result: The training result
• Assessments: The number of assessments completed
• Certificate: A Download button to download the training certificate

The Actions column on the right provides three options for each training:

• View: Opens the full training details page
• Edit: Opens the training assignment for editing
• Delete: Removes the training assignment from the list

When you click View on any employee training, it opens its dedicated Training Details page. The top right of the page includes a Back button to return to the list. This page is organized into the following sections:

• Training Information: displays the program name, training type, status, Employee, Assigned By, Assigned Date, Completion Date, Score, Result, and Notes. A Download Certification button is provided to download the certificate.
• Employee Details: shows the Name, Employee ID, Department, Designation, Email, and Phone of the trainee. A View Employee Profile button opens the full employee profile.
• Program Details / Assessment Results tabs: switches between viewing the program details (Duration, Cost, Status, Flags, Description, Prerequisites, and a Download Materials button) and assessment results.

When you click, the Employee Profile button opens the full record of an individual employee. The page title displays the employee’s name, and at the top right, click Back to return to the previous page.

On the left, a profile card shows the employee’s photo, name, designation, and status (e.g., Active), along with quick-reference details, Employee ID, email, phone, date of birth, joining date, department, branch, and employment type.

On the right, the information is organized into six tabs:

• Basic Info: Displays the employee’s core details, Full Name, Employee ID, Email, Phone Number, Employee Code, Date of Birth, and Gender.
• Employment: Displays employment details, Branch, Department, Designation, Date of Joining, Employment Type, Shift, and Attendance Policy.
• Contact: Displays the employee’s address (Address Line 1 & 2, City, State/Province, Country, Postal/Zip Code) and Emergency Contact details (Name, Relationship, Phone Number).
• Banking: Displays banking details, Bank Name, Account Holder Name, Account Number, Bank Identifier Code (BIC/SWIFT), Bank Branch, Tax Payer ID, and Base Salary.
• Certifications: Displays the employee’s generated certificates (e.g., Joining Letter, Experience Certificate, NOC). Click Download on any card to save the document, or use the dropdown arrow for additional download options.
• Documents: Displays the employee’s uploaded documents (e.g., Address Proof, Educational Certificates, Medical Certificate), each showing its expiry date and verification status (e.g., Verified, Rejected). Click the View icon to preview a document or the Delete icon to remove it.

Clicking the Dashboard button switches the page to a Training Dashboard layout. The top right includes a List View button to switch back to the list layout.

The dashboard displays:

• Summary Cards: five cards display Total Trainings, Completed (with completion rate), In Progress, Assigned, and Failed counts.
• Program Completion Rates: displays progress bars for each training program showing the completion percentage and ratio.
• Recent Completions: lists recently completed trainings with the employee name, program name, completion date, score, and result.
• Upcoming Trainings: displays cards for upcoming trainings with the program name, employee name, assigned date, and a View Details button.

Clicking the Bulk Assign button opens a modal form where the admin can assign training to multiple employees at once. The form captures the following information:

• Employees: Select multiple employees from the dropdown
• Training Program: Select the training program from the dropdown
• Assigned Date: Select the date the training is assigned
• Notes: Enter additional notes about the bulk training assignment

Clicking the Assign Training button opens a modal form where the admin can assign training to a single employee. The form captures the following information:

• Employee: Select the employee from the dropdown
• Training Program: Select the training program from the dropdown
• Status: Select the training status from the dropdown
• Assigned Date: Select the date the training is assigned
• Completion Date: Select the date the training was completed
• Certification: Browse and upload the certification file
• Score (%): Enter the score achieved in the training
• Passed: Toggle to indicate whether the employee passed
• Feedback: Enter feedback about the employee’s performance
• Notes: Enter additional notes about the training assignment

Training Sessions list

The Training Sessions list displays each entry with the following columns:

• Program: The session name and its associated training program
• Date & Time: The session start and end date with time
• Location: The session location and location type
• Status: The current state of the session
• Trainers: The names of the trainers conducting the session
• Attendance: The number of attendees in the session

The Actions column on the right provides three options for each session:

• View: Opens the full session details page
• Edit: Opens the session for editing
• Delete: Removes the session from the list

When you click View on any training session, it opens its dedicated session details page. The top right of the page includes a Back button to return to the list. This page is organized into the following sections:

• Session Details: displays the program name, session status, Date, Time, Duration, Location Type, Location, Created By, and Notes.
• Program Details: shows the Program Name, Duration, Cost, and Capacity. A View Program Details button opens the full program details.
• Trainers: displays the profile photo, name, and email of each trainer assigned to the session.
• Attendance: lists the Employee, Status (e.g., Absent, Present), and Notes for each attendee. A Manage Attendance button is provided to update attendance records.

When you click View on any training program, it opens its dedicated program details page. The top right of the page includes a Back button to return to the list. This page is organized into the following sections:

• Program Details: shows the Training Type, Description, Prerequisites, and the enrolment flag (e.g., Self-Enrollment, Mandatory).
• Program Info: displays the Status, Duration, Cost, and Capacity of the program.
• Summary Cards: four cards display Total Sessions, Completed Sessions, Total Employees, and Completed Trainings along with their completion rates.
• Session Progress: displays a progress bar showing Sessions Completed out of total sessions.
• Employee Progress: displays a progress bar showing Employees Completed out of total enrolled employees.

Calendar View

Clicking the Calendar View button switches the page to a Training Sessions Calendar layout. The top right includes a List View button to switch back to the list layout.

The calendar provides:

• Two dropdown filters: Program and Status (All Statuses)
• Navigation arrows to move between months
• A Today button to jump to the current date
• Month, Week, and Day view toggles to change the calendar display

Each scheduled session appears on its corresponding date with a colored label showing the session name.

Training Programs list

The Training Programs list displays each entry with the following columns:

• Name: The program name and its training type
• Status: The current state of the program
• Duration: The total program duration in hours
• Cost: The cost of the program
• Capacity: The maximum number of participants the program can accommodate
• Flags: Indicates the enrollment type of the program
• Sessions: The total number of sessions scheduled for the program
• Employees: The total number of employees enrolled in the program

The Actions column on the right provides three options for each program:

• View: Opens the full program details page
• Edit: Opens the program for editing
• Delete: Removes the program from the list

When you click the View button on a training program, its detail page opens, showing a complete overview of the program. The page title displays the program name. At the top right, click Back to return to the previous page.

Add Training Program

Clicking the “Add Training Program” button opens a modal form where the admin can create a new program. The form captures the following information:

• Name: Enter the name of the program
• Training Type: Select the training type from the dropdown
• Description: Enter a brief description of the program
• Duration (hours): Enter the program duration in hours
• Cost: Enter the cost of the program
• Capacity: Enter the maximum number of participants
• Status: Select the program status from the dropdown
• Materials: Browse and upload supporting training materials

Training Assessments list

The Training Assessments list displays each entry with the following columns:

• Name: The assessment name and its associated training program
• Type: The type of assessment (e.g., Practical, Quiz, Presentation)
• Passing Score: The minimum score required to pass the assessment
• Results: The total number of assessment results recorded

The Actions column on the right provides three options for each assessment:

• View: Opens the full assessment details page
• Edit: Opens the assessment for editing
• Delete: Removes the assessment from the list

When you click View on any assessment, it opens its dedicated Assessment Details page. The top right of the page includes a Back button to return to the list. This page is organized into the following sections:

• Assessment Information: displays the assessment name, training program, type, Passing Score, Created By, Description, and Assessment Criteria.
• Statistics: shows the Total Results, Pass Rate, Average Score, Passed count, and Failed count for the assessment.
• Assessment Results: lists all recorded assessment results, or displays “No assessment results available” if none exist.

Add Assessment

Clicking the “Add Assessment” button opens a modal form where the admin can create a new assessment. The form captures the following information:

• Training Program: Select the training program the assessment belongs to from the dropdown
• Assessment Name: Enter the name of the assessment
• Description: Enter a brief description of the assessment
• Assessment Type: Select the type of assessment from the dropdown
• Passing Score (%): Enter the minimum passing score percentage
• Assessment Criteria: Enter the criteria the employee must meet to pass

Training Types list

The Training Types list displays each entry with the following columns:

• Name: The name of the training type
• Departments: The departments and branches associated with the training type
• Programs: The total number of programs under the training type

The Actions column on the right provides four options for each training type:

• View: Opens the full training type details page
• Edit: Opens the training type for editing
• Assign Departments: Opens a
• Delete: Removes the training type from the list

Clicking the Assign Departments icon opens a modal where the admin can assign departments to the training type. The form contains: Select the departments to assign from the dropdown

Payroll Runs list

The Payroll Runs list displays each entry with the following columns:

• Title: The name given to the payroll run
• Frequency: The payroll cycle frequency
• Pay Period: The start and end dates of the pay cycle
• Pay Date: The date the payroll is scheduled to be paid
• Employees: The total number of employees included in the run
• Gross Pay: The total gross amount across all employees
• Net Pay: The total net payable amount across all employees
• Status: The current state of the run
• Actions: For runs with Draft status, four action icons are available.
• View: Opens the payroll run details page
• Edit: Opens the payroll run for editing
• Process: Processes the payroll run and calculates salaries for all employees
• Delete: Removes the payroll run from the list

For runs with Completed status, two action icons are available:

• View: Opens the payroll run details page
• Generate Payslips: Generates payslips for all employees included in the run

When you click View on any payroll run, it opens its dedicated Payroll Run Details page. The top right of the page includes a Generate Payslips button and a Back button to return to the list. This page is organized into the following sections:

Just below the title, a summary bar displays the Pay Period (start and end dates), Pay Date, payroll frequency, and the current status of the run.

Below that, four summary cards provide a quick overview of the payroll run:

• Total Employees: The number of employees included in this payroll run.
• Gross Pay: The total gross pay across all employees.
• Total Deductions: The total deductions applied.
• Net Pay: The total net amount payable after deductions.

The Payroll Calculation Reference section explains the formulas used in the run, including how Gross Pay, Net Pay, and LOP Deduction (Loss of Pay) are calculated, so you can understand how each figure is derived.

The Employee Payroll Entries section lists every employee in the payroll run, with a counter showing the total. Each row displays the employee’s name, profile picture, and basic salary, along with the following details:

• Working Days: The total working days in the period.
• Present: The number of days the employee was present.
• LOP: The Loss of Pay days.
• Gross Pay: The employee’s gross pay.
• Deductions: The total deductions for the employee.
• Net Pay: The employee’s final net pay.

For each entry, click Details to expand and view the full payroll breakdown, or the Delete button to remove the entry from the run.

Add Payroll Run

Clicking the “Add Payroll Run” button opens a modal form where the admin can create a new payroll cycle. The form captures the following information:

• Title: Enter a name for the payroll run
• Payroll Frequency: Select the frequency from the dropdown (e.g., Monthly)
• Pay Period Start: Select the starting date of the pay period
• Pay Period End: Select the ending date of the pay period
• Pay Date: Select the date the payroll will be paid out
• Notes: Enter any additional notes about the payroll run

Employee Salaries list

The Employee Salaries list displays each entry with the following columns:

• Employee: The profile photo and name of the employee
• Basic Salary: The configured basic pay amount
• Status: The current state of the salary record
• Created At: The date the record was created

The Actions column on the right provides five options for each salary record:

• View: Opens the full salary details page
• Edit: Opens the salary structure for editing
• Toggle Status: Activates or deactivates the salary record
• Show Payroll: Opens the employee’s payroll history
• Delete: Removes the salary record from the list

When you click the show payroll button, an open a Payroll Calculation page shows the complete salary breakdown for a single employee within a payroll run. The page title displays the employee’s name. At the top right, click Back to return to the previous page, and use the payroll dropdown to switch between different payroll runs for this employee.

A header card shows the employee’s name and the payroll period (e.g., June 2026). Below it, three summary cards display the Basic Salary, Gross Pay, and Net Salary for the selected period.

Salary Components List

The right section lists all configured salary components. It includes a search bar and three dropdown filters: All Types, All Calculations, and All Statuses.

The list displays each component with the following columns:

• Component: The component icon, name, and description
• Type: The classification of the component (Earning or Deduction)
• Amount: The configured value, shown as a fixed amount or as a percentage of basic salary
• Status: The current state of the component (Active or Inactive)

The Actions column on the right provides three options for each component:

• Edit: Opens the component for editing
• Deactivates: Activates or deactivates the component
• Delete: Removes the component from the list

Add New Component

The form on the left allows the admin to create a new salary component. It contains the following fields:

• Component Name: Enter the name of the component
• Description: Enter a brief description of the component
• Type: Select whether the component is an Earning or a Deduction
• Calculation Type: Select how the component is calculated
• Fixed Amount / Percentage: Enter the value based on the selected calculation type
• Status: Set the component as Active or Inactive

Assets list

The Assets list displays each entry with the following columns:

• Name: The asset name along with its asset type
• Asset Code: The unique asset code and serial number
• Status: The current state of the asset (Available, Assigned, Under Maintenance)
• Assigned To: The employee the asset is currently assigned to, if any
• Purchase Date: The date the asset was purchased
• Purchase Cost: The original purchase cost of the asset
• Location: The current location of the asset

The Actions column on the right provides six options for each asset:

• View: Opens the full asset details page
• Edit: Opens the asset for editing
• Assign: Opens a modal to assign the asset to an employee
• Return: Opens a modal to check the asset back in
• Maintenance: Opens a modal to schedule maintenance for the asset
• Delete: Removes the asset from the list

When you click Assign, a modal opens with the following fields:

• Employee: Select the employee to assign the asset to
• Checkout Date: Select the date the asset is being checked out
• Expected Return Date: Select the expected return date
• Checkout Condition: Select the condition of the asset at checkout
• Notes: Enter any additional notes about the assignment

When you click Return, a modal opens with the following fields:

• Check-in Date: Select the date the asset is being returned
• Check-in Condition: Select the condition of the asset at check-in
• Notes: Enter any notes about the return (e.g., minor scratches, missing parts)

When you click Maintenance, a modal opens to schedule maintenance with the following fields:

• Maintenance Type: Select the type of maintenance from the dropdown
• Start Date: Select the start date of the maintenance
• End Date: Select the expected end date
• Cost: Enter the maintenance cost
• Details: Enter a description of the maintenance work
• Supplier: Enter the supplier or service provider namez

Add New Asset

Clicking the Add Asset button opens a modal form where the admin can register a new asset. The form captures the following information:

• Name: Enter the name of the asset
• Asset Type: Select the asset type from the dropdown
• Serial Number: Enter the manufacturer’s serial number
• Asset Code: Enter the unique asset code
• Purchase Date: Select the date the asset was purchased
• Purchase Cost: Enter the original purchase cost
• Status: Select the asset status from the dropdown
• Condition: Select the current condition of the asset from the dropdown.
• Description: Enter any additional details about the asset
• Location: Enter the location where the asset is kept
• Supplier: Enter the name of the supplier.
• Warranty Information: Enter the warranty details.
• Warranty Expiry Date: Set the date the warranty expires.
• Images: Click Browse to upload an image of the asset, or select the image file in the field.
• Documents: Click Browse to upload a supporting document, or select the document file in the field.
• Depreciation Method: Select the depreciation method from the dropdown.
• Useful Life (Years): Enter the expected useful life of the asset in years.
• Salvage Value: Enter the estimated salvage value of the asset.

Meetings list

The Meetings list displays each entry with the following columns:

• Meeting: The meeting title along with its meeting type
• Date & Time: The scheduled date and time range of the meeting
• Organizer: The employee organizing the meeting
• Room: The meeting room assigned for the meeting
• Recurrence: The recurrence pattern
• Status: The current state of the meeting (Scheduled, In Progress, Completed, Cancelled)

The Actions column on the right provides four options for each meeting:

• View: Opens the full meeting details page
• Edit: Opens the meeting for editing
• Update Status: Opens a modal to change the meeting status
• Delete: Removes the meeting from the list

When you click Update Status, a modal opens with a Status dropdown to select the current state of the meeting, with options for Scheduled, In Progress, Completed, and Cancelled.

Schedule New Meeting

Clicking the Schedule Meeting button opens a modal form where the admin can schedule a new meeting. The form captures the following information:

• Meeting Title: Enter the title of the meeting
• Description: Enter a brief description of the meeting agenda
• Meeting Type: Select the meeting type from the dropdown
• Meeting Room: Select the meeting room from the dropdown
• Meeting Date: Select the date of the meeting
• Start Time: Enter the meeting start time
• End Time: Enter the meeting end time
• Organizer: Select the employee organizing the meeting
• Recurrence: Select how often the meeting repeats from the dropdown.
• Recurrence End Date: Set the date the recurring meetings end.
• Agenda: Enter the meeting agenda

Meeting Attendees list

The Meeting Attendees list displays each entry with the following columns:

• Attendee: The name and profile photo of the attendee
• Meeting: The meeting title and scheduled date
• RSVP: The attendee’s RSVP status (Accepted, Tentative, Declined)
• Attendance: The actual attendance status (Not Attended, Present, Late, Left Early)
• RSVP Date: The date when the RSVP was submitted
• Decline Reason: The reason provided if the attendee declined

The Actions column on the right provides five options for each attendee:

• View: Opens the full attendee details
• Edit: Opens the attendee record for editing
• Update RSVP: Opens a modal to update the RSVP status
• Update Attendance: Opens a modal to update the attendance status
• Delete: Removes the attendee record from the list

When you click Update RSVP, a modal opens with the following fields:

• RSVP Status: Select the updated RSVP status (Accepted, Tentative, Declined)
• Decline Reason: Enter the reason if the RSVP is declined

When you click Update Attendance, a modal opens with an Attendance Status dropdown to record the actual attendance, with options for Not Attended, Present, Late, and Left Early.

Add Meeting Attendee

Clicking the Add Attendee button opens a modal form where the admin can add a new attendee to a meeting. The form captures the following information:

• Meeting: Select the meeting from the dropdown
• Employee: Select the employee to invite
• RSVP Status: Select the initial RSVP status
• Attendance Status: Select the attendance status
• Decline Reason: Enter the decline reason if applicable

Meeting Minutes list

The Meeting Minutes list displays each entry with the following columns:

• Meeting: The meeting title and date
• Topic: The specific topic or subject of the minute entry
• Type: The type of minute (Note, Action Item, Decision, Discussion)
• Recorded By: The employee who recorded the minute
• Recorded At: The date the minute was recorded

The Actions column on the right provides three options for each minute entry:

• View: Opens the full minute details
• Edit: Opens the minute for editing
• Delete: Removes the minute from the list

Add Meeting Minute

Clicking the Add Minute button opens a modal form where the admin can record a new meeting minute. The form captures the following information:

• Meeting: Select the meeting from the dropdown
• Topic: Enter the topic of the minute
• Type: Select the minute type from the dropdown
• Content: Enter the detailed content of the minute
• Recorded By: Select the employee recording the minute
• Recorded Date: Select the date the minute was recorded
• Recorded Time: Enter the time the minute was recorded

Action Items list

The Action Items list displays each entry with the following columns:

• Action Item: The action item title along with the associated meeting
• Assigned To: The employee responsible for completing the task
• Due Date: The deadline for the action item, with an overdue indicator if applicable
• Priority: The priority level (Low, Medium, High, Critical)
• Progress: A progress bar showing the completion percentage along with the status tag (Completed, Overdue, In Progress)

The Actions column on the right provides four options for each action item:

• View: Opens the full action item details
• Edit: Opens the action item for editing
• Update Progress: Opens a modal to update the completion status
• Delete: Removes the action item from the list

When you click Update Progress, a modal opens with the following fields:

• Progress Percentage: Enter the current completion percentage
• Progress Notes: Enter notes describing the current progress

Add Action Item

Clicking the Add Action Item button opens a modal form where the admin can create a new action item. The form captures the following information:

• Meeting: Select the meeting the action item is linked to
• Action Item Title: Enter the title of the action item
• Description: Enter a brief description of the task
• Assign To: Select the employee responsible for the task
• Due Date: Select the deadline for the action item
• Priority: Select the priority level from the dropdown

Meeting Types list

The Meeting Types list displays each entry with the following columns:

• Name: The meeting type name along with its color indicator and description
• Duration: The default duration of the meeting type in minutes
• Meetings: The total number of meetings created under this type
• Status: The current state of the meeting type

The Actions column on the right provides three options for each meeting type:

• Edit: Opens the meeting type for editing
• Deactivate: Disables the meeting type without removing it
• Delete: Removes the meeting type from the list

Add New Meeting Type

The Add New Meeting Type form on the left allows the admin to create a new meeting category. The form captures the following information:

• Name: Enter the name of the meeting type
• Description: Enter a brief description of the meeting type
• Color: Choose a color identifier that helps visually distinguish the meeting type
• Default Duration (minutes): Enter the default duration in minutes
• Status: Select the status from the dropdown (Active/Inactive)

Meeting Rooms list

The Meeting Rooms list displays each entry with the following columns:

• Name: The room name along with its type tag (Virtual or Physical)
• Location: The physical address for physical rooms or a join link for virtual rooms
• Capacity: The maximum number of people the room can accommodate
• Equipment: The number of equipment items available in the room
• Meetings: The total number of meetings scheduled in the room
• Status: A toggle indicating whether the room is Active or Inactive

The Actions column on the right provides three options for each room:

• View: Opens the full room details page
• Edit: Opens the room for editing
• Delete: Removes the room from the list

Add Meeting Room

Clicking the Add Meeting Room button opens a modal form where the admin can create a new room. The form captures the following information:

• Room Name: Enter the name of the room
• Description: Enter a brief description of the room
• Type: Select whether the room is Physical or Virtual
• Capacity: Enter the maximum number of attendees
• Equipment: Enter the equipment available in the room
• Status: Select the room status from the dropdown

Upload Document

Clicking the “Upload Document” button opens a modal form to add a new record. The form captures:

• Document Title: Enter the official name of the document
• Category: Select the document category from the dropdown
• Description: Enter a brief summary of the document’s purpose
• File Upload: Click to select and upload the document file
• Effective Date: Select the date the document becomes active
• Expiry Date: Select the date the document will expire
• Requires Acknowledgement: A checkbox to toggle whether employees must formally acknowledge the document.

contracts table list

The contracts table lists records with the following columns:

• Contract Number: The unique contract reference number.
• Contract Name: The type or name of the contract
• Assigned to: The employee the contract belongs to, with their name and profile picture.
• Status: The current status of the contract
• Contract Duration: The contract length, start and end dates, and a progress bar showing how much of the term has elapsed.
• Contract Amount: The total value of the contract.

Clicking the three-dot menu on any row opens a menu with the following options:

• View: See the full contract details.
• Edit: Modify the contract.
• Update Status: Change the contract’s status.
• Delete: Remove the contract.

Selecting Update Status opens the Update Contract Status dialog, where you can select a new status from the dropdown, Draft, Pending Approval, Active, Expired, Terminated, or Renewed, and save the change.

Adding a Contract

Clicking Add Contract opens the Add Employee Contract form. Fill in the following fields:

• Employee: Select the employee for the contract
• Contract Type: Select the type of contract from the dropdown
• Start Date: Set the date the contract begins
• End Date: Set the date the contract ends.
• Basic Salary: Enter the basic salary amount
• Terms & Conditions: Enter the contract’s terms and conditions.

Acknowledgments list

The Acknowledgements list displays each entry with the following columns:

• Employee: The name of the employee assigned to the document
• Status: Displays “Acknowledged” (green) or “Overdue” (red)
• Acknowledged Date: The date the employee completed the acknowledgment
• Due Date: The deadline for the employee to review the document
• Assigned By: The name of the assigned person
• Document: The name of the document requiring review

The Actions column provides options to:

• View: See the specific acknowledgment details
• Edit: Modify the assignment or due date
• Delete: Remove the acknowledgment requirement
• Acknowledge: open the Acknowledge Document popup; you need to add the Acknowledge note there.

Assign Document

Clicking the “Assign Document” button opens a modal form where the admin can:

• Document: Select the document to be acknowledged
• User: Select the employee who needs to perform the action
• Due Date: Set the deadline for completion
• Note: Enter any specific instructions for the employee

Contract Templates list

The Contract Templates list displays each entry with the following columns:

• Template Name: The name and a brief description of the template. A star icon indicates a default template.
• Contract Type: The specific employment category the template is assigned to.
• Variables: The number of dynamic fields used within the document.
• Clauses: The count of standardized legal sections included.
• Content Length: The total character count of the template content.
• Status: Displays “Active” or “Inactive” to show availability.
• Created: The date the template was added to the system.

The Actions column provides options to:

• View: Review the template details and structure.
• Preview: See how the document looks with placeholder data.
• Generate Contract: Open a modal to fill in variables and export a finished PDF.
• Edit: Modify the template content, variables, or basic information.
• Toggle Status: Quickly activate or deactivate the template.
• Delete: Remove the template from the system.

When you click the Generate Contract button, the Generate Contract form opens, showing the template name (e.g., Internship Agreement Template). Fill in the values for the template variables below:

• Company Name: Enter the name of the company.
• Intern Name: Enter the name of the intern.
• Internship Title: Enter the title of the internship position.
• Department: Enter the department for the internship.
• Internship Duration: Enter the length of the internship.
• Start Date: Enter the date the internship begins.
• End Date: Enter the date the internship ends.
• Supervisor Name: Enter the name of the supervisor.
• Mentor Name: Enter the name of the mentor.
• Learning Objectives: Enter the learning objectives for the internship.
• Stipend Amount: Enter the monthly stipend amount.
• Intern Benefits: Enter the benefits provided to the intern.
• Evaluation Frequency: Enter how often performance will be evaluated.
• Evaluation Criteria: Enter the criteria used for evaluation.
• Certificate Type: Enter the type of certificate awarded on completion.
• Contract Date: Enter the date of the contract.

Add Template

Clicking the “Add Template” button opens a full-page form divided into three sections:

Document Templates list

The Document Templates list displays each entry with the following columns:

Template Name: The name and a brief description of the document. A star icon indicates the default template for that category.

Category: The classification the template falls under

Placeholders: The number of dynamic fields included in the template.

Format: The output file type

Content Length: The total character count of the template’s body text.

Status: Displays “Active” or “Inactive” to show if the template is currently available for use.

Created: The date the template was added to the system.

The Actions column provides options to:

• View: Inspect the template details.
• Preview: See a sample layout of the document.
• Generate: Open a modal to fill in placeholders and export a final document.
• Edit: Update the template content, basic info, or placeholders.
• Toggle Status: Quickly enable or disable the template.
• Delete: Permanently remove the template from the system.

When you click Generate Document, the Generate Document form opens, showing the document name and format (e.g., Salary Certificate · PDF). Fill in the values for the template placeholders below:

• Employee Name: Enter the name of the employee.
• Company Name: Enter the name of the company.
• Designation: Enter the employee’s job designation.
• Department: Enter the employee’s department.
• Employee Id: Enter the employee’s ID.
• Joining Date: Enter the employee’s joining date.
• Employment Status: Enter the employment status (e.g., Permanent).
• Basic Salary: Enter the employee’s basic salary.
• Allowances: Enter the employee’s allowances.
• Gross Salary: Enter the employee’s gross salary.
• Annual Ctc: Enter the employee’s annual CTC (Cost to Company).
• Purpose: Enter the purpose of the document (e.g., Official purposes).
• Issue Date: Enter the date the document is issued.
• Hr Manager Name: Enter the name of the HR manager.
• Company Seal: Enter the company seal details.

Add Template

Clicking the “Add Template” button opens a configuration page with three main sections:

Contract Types list

The Contract Types list displays each entry with the following columns:

• Contract Type: The name of the employment agreement.
• Duration: The length of the contract.
• Probation: The duration of the initial trial period for the employee.
• Notice Period: The required time an employee or employer must give before termination.
• Contracts: The number of active employee contracts currently linked to this type.
• Status: Displays “Active” or “Inactive” to indicate if the type can be used for new hires.
• Created At: The date the contract type was originally added to the system.

The Actions column provides options to:

• View: See the specific details of the contract type.
• Edit: Modify the existing terms or durations.
• Toggle Status: Quickly enable or disable the contract type.
• Delete: Remove the contract type from the system.

Add New Contract Type

Clicking the “Add Contract Type” button opens a modal form where the admin can define:

• Contract Type Name: Enter the title of the agreement.
• Description: Provide a brief summary of what this contract type entails.
• Default Duration (months): Set the standard length of the contract.
• Probation Period (months): Set the standard trial period duration.
• Notice Period (days): Enter the number of days required for notice of termination.
• Status: Select the contract type (Active or Inactive).

Document Categories list

The Document Categories list displays each entry with the following columns:

• Category: Displays the category name, a custom icon, and a brief description of its contents.
• Documents: Shows the total number of files currently assigned to that category.
• Type: Indicates if the category is Mandatory or Optional. Mandatory categories typically require employee acknowledgment.
• Status: Displays the current state, such as Active or Inactive.

The Actions column provides options to:

• Edit: Modify the category name, color, icon, or description.
• Deactivate: Change the availability of the category within the system.
• Delete: Permanently remove the category.

Add New Category

The Add New Category section allows you to define how documents are grouped by filling out the following fields:

• Category Name: Enter a clear title (e.g., HR Policies, Contracts).
• Description: Provide a brief summary of the documents intended for this category.
• Color: Select a specific hex code or color to visually distinguish the category in the list.
• Icon: Choose a relevant icon (e.g., Folder, Shield, User) from the dropdown menu.
• Mandatory Category: Select Yes, Mandatory or No, Optional. Note that documents in mandatory categories usually trigger an acknowledgement requirement.
• Status: Set the category to Active or Inactive.

Users list

The Users list displays each entry with the following columns:

• Name: The user’s full name, profile photo, and email address
• Roles: The role(s) assigned to the user (e.g., Manager, HR, Employee)
• Joined: The date the user was added to the system

The Actions column on the right provides five options for each user:

• View: Opens the full user details page
• Edit: Opens the user account for editing
• Reset Password: Opens a modal to set a new password for the user
• Toggle Status: Activates or deactivates the user account
• Delete: Removes the user from the system

When you click Reset Password, a modal opens with the following fields:

• New Password: Enter the new password for the user
• Confirm Password: Re-enter the new password to confirm

Login History

Clicking the Login History icon at the top of the page opens the Login History page, which displays a record of all user login activity. The top right of the page includes a Back button to return to the Users Management page.

The page includes a search bar with a Search button to filter records.

The Login History list displays each entry with the following columns:

• User: The user’s name and email address
• User Type: The user role (e.g., Employee, HR)
• IP Address: The IP address from which the user logged in
• Login Date: The date and time of the login
• Details: The browser and operating system used

The Actions column on the right provides two options for each login record:

• View: Opens the full login details
• Delete: Removes the login record from the list

Add New User

Clicking the Add User button opens a modal form where the admin can create a new user account. The form captures the following information:

• Name: Enter the user’s full name
• Email: Enter the user’s email address
• Password: Enter the password for the account
• Confirm Password: Re-enter the password to confirm
• Role: Select the role to assign to the user from the dropdown

Roles list

The Roles list displays each entry with the following columns:

• Name: The role name (e.g., Employee, Manager, HR)
• Permissions: A preview of the assigned permissions with a “+X more” indicator showing the total count

The Actions column on the right provides three options for each role:

• View: Opens the full role details page
• Edit: Opens the role for editing
• Delete: Removes the role from the list

When you click View on any role, it opens its dedicated role details page. The page is organized into the following sections:

• Role Information: Displays the Role Name, Slug, Total Permissions count, and Description.
• Assigned Permissions: Lists all permissions assigned to this role, grouped by module (e.g., Dashboard, Media, Branches, Departments, Employees, Meetings, Assets). Each module displays its specific permission tags such as Manage, Create, View, Edit, Delete, and Approve actions.

Add New Role

Clicking the Add Role button opens a modal form where the admin can create a new role. The form is organized into two sections:

• Role Information: Enter the Role Name (e.g., HR Manager, Accountant) and a brief Description of the role.
• Role Permissions: Select the permissions to assign to the role using the checkboxes. Permissions are grouped by module (e.g., Dashboard, Users, Roles, Media, Branches, Departments, Employees, Meetings, Assets, Training, Leaves, Payroll), with each module offering specific actions like Manage All, Create, View, Edit, and Delete. The admin can select individual permissions or entire modules as needed.

Subscribe to a Plan

Clicking the Subscribe Now button opens a modal where the company can complete the subscription. The modal displays the selected plan and billing cycle at the top, followed by the following fields:

• Select Payment Method: Choose from available payment options including Bank Transfer, Stripe, and PayPal
• Coupon Code (Optional): Enter a coupon code and click Apply to receive a discount
• Subtotal: Displays the plan cost before discounts
• Total: Displays the final amount to be paid after any discounts

Once the payment method is selected and any coupon applied, clicking the Pay $49.99 button confirms the subscription. The Cancel button closes the modal without processing any payment.

It shows your current plan name (e.g., Pro) with an Active badge to confirm the subscription is running, along with the date your plan expires and how many days are left before it does. The Upgrade Plan button at the bottom lets you switch to a higher plan whenever you need to. Since this card stays visible in the sidebar, you can keep an eye on your plan status at any time and upgrade in just one click.

Plan Requests list

The Plan Requests list displays each entry with the following columns:

• Company: The company name, profile photo, and email address that submitted the request
• Plan: The plan being requested (e.g., Free, Pro)
• Duration: The billing cycle of the requested plan (e.g., Monthly, Yearly)
• Status: The current state of the request (Pending, Approved, Rejected)
• Request Date: The date the request was submitted

Logos Tab

• Logo (Dark Mode): Upload the logo displayed when the application is in dark mode. Click “Browse” to select a file or “X” to remove the current logo.
• Logo (Light Mode): Upload the logo displayed when the application is in light mode. Click “Browse” to select a file or “X” to remove the current logo.
• Favicon: Upload the small icon displayed in the browser tab. Click “Browse” to select a file or “X” to remove the current favicon.

Text Tab

• Title Text: Enter the application title that will be displayed in the browser tab.
• Footer Text: Enter the text that will appear in the footer section across the platform.
• Company Mobile Number: Enter the company contact mobile number displayed across the application.
• Company Address: Enter the company address shown in the footer and contact-related sections of the platform.

Theme Tab

• Theme Color: Select a theme color from the available preset color options (Blue, Green, Purple, Orange, Red, Teal)
• Custom Color: Enter a custom hex color code, also available as a selection option(e.g., #10b981) to apply a personalized theme color to your application.
• Sidebar Variant: Choose how the sidebar is displayed:
• Inset: Sidebar embedded within the page layout (default)
• Floating: Sidebar appears as a floating panel
• Minimal: Compact sidebar with minimal styling
• Sidebar Style: Select the sidebar appearance:
• Plain: Simple, flat sidebar design (default)
• Colored: Sidebar with a color-filled background
• Gradient: Sidebar with a gradient color effect
• Layout Direction: Set the layout direction:
• Left-to-Right: Standard LTR layout (default)
• Right-to-Left: RTL layout for right-to-left languages
• Theme Mode: Choose the display mode:
• Light: Light color theme (default)
• Dark: Dark color theme
• System: Automatically matches the system theme preference

Click “Save Changes” to apply all brand settings.