User Manual – HRMGo SaaS

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the HRMGo SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the HRMGo SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5.Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities HRMGo SaaS offers.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

3.1 Access the Login Page

Open your web browser and navigate to the HRMGo SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

4.1 Dashboard

As the super admin of HRMGo SaaS, your dashboard gives you a quick overview of key metrics and recent activities:

• Number of Paid Users:This shows how many users are currently subscribed to paid plans.
• Total Order Amount:Displays the total revenue generated from all orders made on the platform.
• Most Purchased Plans:Highlights the subscription plans that are most popular among users.
• Chart of Recent Orders:Provides a visual representation of recent orders, allowing you to track order trends over time.

This dashboard helps you stay informed about the platform’s performance and user activity, enabling you to make informed decisions to drive growth and optimize operations.

4.2 Companies Page

Super admins can navigate to the “Companies” page, where they can view a list of registered companies and details like contact information and subscription status. This page also allows for user management
tasks such as account activation and suspension.

4.3 Plans Page

The “Plans” page allows super admins to create, edit, and delete subscription plans. They can define pricing tiers, features, and billing cycles to suit the needs of different users. Plans can also be temporarily
disabled if needed.

4.4 Plan Requests Page

Super admins can review and manage plan requests from the “Plan Requests” page. Here, they can approve or reject requests, ensuring proper oversight of subscription requests.

4.5 Coupons Page

On the “Coupons” page, super admins can create, view, edit, and delete promotional coupons. This feature enables targeted marketing campaigns and incentives for users.

4.6 Orders Page:

View a list of orders with status indicators (successful or not).

5.1 Access the Login Page

Open your web browser and navigate to the HRMGo SaaS login page.

5.2 Enter Credentials

Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Stores

Admins can establish new stores by clicking the “Create New Store” button located on the right-hand side of the dashboard.

5.6 Selecting New Themes

The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.8 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

6.1 Overview Section:

In the first section of the dashboard, you’ll find an overview of key metrics, including:

• Total Staff: Displays the number of employees in your organization.
• Total Tickets:This shows the total number of tickets raised for HR-related queries.
• Account Balance:Provides an overview of the current account balance.
• Jobs:Gives insights into the total number of jobs available.
• Active Jobs:This shows the total number of active job postings.
• Inactive Jobs:Displays the total number of inactive job postings.
• Storage Status:Provides information on storage usage.
• Calendar:Helps you keep track of important dates and events.
• Meeting Schedule:Lists upcoming meetings and appointments.
• Today’s Not Clock-in:Highlights employees who haven’t clocked in for the day.
• Announcement List:Displays important announcements and updates.

6.2 Reports Section:

In the second column of the dashboard, you’ll find various reports to help you analyze HR data effectively. These reports include:

• Income vs Expense:Compares income and expenses over a specified period.
• Monthly Attendance:Provides insights into employee attendance trends.
• Leave:Tracks employee leave requests and approvals.
• Account Statement:Gives a detailed overview of financial transactions.
• Payroll:Provides information on employee salaries and payments.
• Timesheet Reports:

6.3 Report Downloads:

Additionally, you have the option to download these reports for further analysis or record-keeping purposes. This feature allows you to access important HR data anytime, anywhere and provides the flexibility to share reports
with relevant stakeholders as needed.

7.1 Staff:

Staff List:

In the Users section of the User Management System, users can access a comprehensive list of all registered users. This list provides a quick overview of the individuals involved in the system.

Staff Role Management:

Assign roles to the employees and grant them permissions according to the roles assigned.

Employee Profile:

On the employee profile page, you view the list of employees. Below that there is an employee code available, that helps you view the personal details, company details, document details, and bank account details of that particular
employee.

8.1 Set Salary Management

Manage employee salaries effortlessly with the HRMGo SaaS Payroll module. On the set salary page, you can easily view and manage salary details for all your employees. The intuitive interface provides a list of salaries, and
clicking on an employee code reveals all the related salary details. From basic salary to allowances and deductions, everything you need to know is right at your fingertips. With this comprehensive overview, you can ensure
accurate and timely payment for all your employees.

8.2 Payslip Generation

Generate and manage payslips seamlessly with HRMGo SaaS. The payslip page allows you to view a list of all generated payslips, providing a quick overview of payment statuses. Need to generate a new payslip? Simply click the
“Generate Payslip” button, and our system will automatically calculate the employee’s earnings, deductions, and net pay based on the set salary details. The column of actions allows you to perform various operations, including
paying, editing, and deleting payslips as needed, giving you full control over the payroll process. With HRMGo SaaS, managing payslips has never been easier.

9.1 Timesheet Management

the timesheet page, you’ll find a comprehensive list of all timesheets, allowing you to track employee hours effortlessly. Create, edit, and delete timesheets as needed to ensure accurate records of work hours. Additionally,
our platform offers the flexibility to import and export timesheet data, making it easy to integrate with your existing systems and share information across departments. With HRMGo SaaS, tracking employee time has never
been simpler.

9.2 Leave Management

Simplify leave management with HRMGo SaaS. The leaves page provides a centralized hub for managing employee leaves efficiently. From annual vacations to sick days, you can easily manage all types of leaves for your employees.
Our platform offers a convenient calendar view of employee leaves, allowing you to see leave schedules at a glance and ensure proper staffing coverage. With features to approve, reject, and track leave requests, HRMGo SaaS
streamlines the entire leave management process, saving you time and reducing administrative overhead.

9.3 Attendance Tracking

Stay on top of employee attendance with HRMGo SaaS. The attendance page provides a clear overview of marked attendance, giving you insight into employee presence and punctuality. Whether employees clock in manually or through
a biometric system, our platform records and tracks attendance data accurately. Additionally, HRMGo SaaS offers the convenience of bulk attendance management, allowing you to update attendance for multiple employees simultaneously.
With real-time attendance tracking, you can ensure accountability and improve workforce productivity effectively.

10.1 Performance Indicator Management

Optimize employee performance with the HRMGo SaaS Performance Module. On the indicator page, you can access a comprehensive list of performance indicators, providing valuable insights into employee productivity and progress.
Easily create new indicators tailored to your organization’s specific goals and objectives. With our intuitive interface, you can track key metrics, such as sales targets, project milestones, or customer satisfaction ratings,
to drive performance and achieve business success.

10.2 Employee Appraisal

Streamline the appraisal process with HRMGo SaaS. The appraisal page offers a centralized platform for managing employee performance reviews. View a list of all appraisals and create new ones seamlessly. Whether it’s conducting
annual reviews, mid-year evaluations, or project-specific assessments, our platform provides the tools you need to assess employee performance effectively. With customizable appraisal forms and automated reminders, you
can ensure fair and consistent evaluations that empower employees to grow and succeed.

10.3 Goal Tracking

Track employee goals and objectives with ease using HRMGo SaaS. The goal tracking page gives you visibility into employee goals, ensuring alignment with organizational objectives. View a list of all goals, including status
updates and progress reports. Whether it’s individual development goals, departmental targets, or company-wide initiatives, our platform enables you to monitor goal achievement and provide feedback in real-time. With HRMGo
SaaS, you can foster a culture of accountability and drive continuous improvement across your organization.

11.1 Account Management

Easily manage your organization’s accounts, including bank accounts, cash holdings, and investment accounts. Keep track of account balances and transactions in real-time.

11.2 Payees and Payers

Maintain a list of payees and payers, including vendors, contractors, and employees. Streamline your payment processes by managing these entities effectively.

11.3 Deposit Management

Record and track incoming funds from various sources such as sales revenue, investments, and loans. Ensure that all deposits are accurately recorded and allocated.

11.4 Expense Tracking

Record and categorize expenses incurred by your organization, including purchases, utilities, and operational costs. Monitor spending trends and identify areas for cost optimization.

11.5 Balance Transfers

Transfer funds between accounts within your organization or to external accounts effortlessly. Our platform offers secure and efficient transfer options.

13.1 Awards

View, edit, and delete awards effortlessly. The awards page offers a comprehensive list of awards, allowing you to manage recognition programs effectively

13.2 Transfer

Manage employee transfers seamlessly. Create, edit, and delete transfer details with ease, ensuring smooth transitions for employees.

13.3 Resignation

Handle employee resignations with ease. View a list of resignations, create new ones, and edit or delete details as needed to streamline the resignation process.

13.4 Trips

Organize employee trips effortlessly. Create new trips, view trip details, and edit or delete trip information with ease, ensuring smooth travel arrangements for employees.

13.5 Promotions

Track employee promotions efficiently. View a list of promotions, create new ones, and edit or delete promotion details as necessary to recognize employee achievements.

13.6 Complaints

Address employee complaints effectively. Create new complaints, view existing ones, and edit or delete complaint details with ease to ensure prompt resolution.

13.7 Warnings

Manage employee warnings efficiently. Create new warnings, view a list of warnings, and edit or delete warning details as needed to maintain discipline within the organization.

13.8 Announcements

Keep employees informed with announcements. View existing announcements and create new ones to communicate important updates and news to your workforce.

13.9 Holidays

Track company holidays effortlessly. View a list of holidays and create new ones to ensure accurate scheduling and planning for employees. With the HR Admin Setup Module of HRMGo SaaS, you can streamline HR administrative tasks
and ensure smooth operations within your organization.

14.1 Jobs

View and manage job listings effortlessly. The jobs page provides a comprehensive list of available positions within your organization. You can create new job listings, edit existing ones, and archive outdated positions.

14.2 Create Jobs

Easily create new job listings tailored to your organization’s needs. Define job titles, descriptions, requirements, and other details to attract top talent.

14.3 Job Application

Streamline the application process with the job application page. Candidates can submit their applications directly through the platform, and recruiters can track and manage applications efficiently.

14.4 Job Candidate

View and manage job candidates effectively. The job candidate page provides details of all applicants, allowing recruiters to review resumes, schedule interviews, and track candidate progress.

14.5 Job Onboarding

Facilitate smooth onboarding for new hires with the job onboarding page. From document collection to training schedules, you can ensure that new employees have everything they need to succeed from day one.

14.6 Custom Question

Tailor your recruitment process with custom questions. Create specific questions to assess candidates’ skills, experiences, and cultural fit, ensuring that you find the right talent for your organization.

14.7 Interview Schedule

Schedule interviews seamlessly with the interview schedule page. Coordinate interview dates and times, assign interviewers, and send automated reminders to both candidates and interviewers.

14.8 Career

Provide transparency and encourage career growth with the career page. Showcase career development opportunities within your organization, including internal job postings, promotions, and training programs.

15.1 Create New Contracts:

Utilize the Contract Module to easily create new contracts tailored to your business needs. Define contract terms, specify contract details, and set parameters to align with your contractual agreements.

15.2 Contract Overview:

Gain insights into your contract activity with key metrics, including the total number of contracts, total contracts for the current month, total contracts for the current week, and total contracts for the last 30 days. This
overview provides a snapshot of your contract activity over different periods

15.3 View List of Contracts:

Access a comprehensive list of all your contracts, displaying essential details such as contract ID, subject, customer, type, value, start date, end date, and status. An action column allows you to perform various actions such
as duplicating, viewing, editing, or deleting contracts.

15.4 Contract Details View:

By clicking on a contract ID, you can access detailed information related to that specific contract. This includes general details, attachments, comments, and notes, providing a complete overview of the contract’s terms and
associated documents.

16.1 Ticket Overview

Get an overview of ticket status with key metrics including the total number of tickets, opened tickets, held tickets, closed tickets, and tickets by status. This gives you a quick snapshot of the current state of employee
requests and inquiries.

16.2 Ticket List

View a comprehensive list of all tickets, including essential details such as title, ticket code, employee name, priority, date, creator, status, and action. This allows you to track each ticket’s progress and take necessary
actions to resolve issues promptly.

16.3 Ticket Details

Access detailed information for each ticket, including the title of the issue or request, the unique ticket code for reference, the name of the employee who raised the ticket, its priority level, the date it was created, the
creator’s name, the current status, and actions you can take.

16.4 Ticket Status

Track ticket status efficiently. Monitor how many tickets are open, on hold, or closed, allowing you to prioritize and allocate resources accordingly.

17.1 Creating New Events:

Within the Event Module, you can create new events effortlessly. Simply input the event details such as title, date, time, location, description, and any other relevant information. Whether it’s a team-building activity, training
session, or company-wide celebration, you can tailor each event to suit your organization’s needs.

17.2 Calendar View:

The Event Module features a calendar view where all scheduled events are highlighted. This provides a visual representation of upcoming events, making it easy to see what’s on the agenda at a glance. With color-coded markers
for different types of events, you can quickly distinguish between meetings, training sessions, and social gatherings. This calendar view helps in planning and organizing your schedule effectively.

18.1 Creating, Editing, and Deleting Meetings

With the Meeting Module, you have the flexibility to create, edit, and delete meetings as needed. Whether it’s a one-on-one discussion, team meeting, or departmental briefing, you can easily schedule meetings and make adjustments
when necessary. Need to cancel or reschedule a meeting? No problem. Our intuitive interface allows you to edit or delete meetings with just a few clicks, ensuring that your schedule remains up-to-date and efficient.

18.2 Calendar View

The Meeting Module features a convenient calendar view displaying all scheduled meetings. This allows you to see your upcoming meetings in a clear and organized manner, helping you plan your day effectively. Color-coded markers
differentiate between different types of meetings, making distinguishing between internal meetings, and client meetings, and more easy. With this calendar view, you can stay on top of your meeting schedule and ensure that
no important discussions are overlooked.

19.1 Creating, Viewing, and Deleting Zoom Meetings

With the Zoom Meeting Module, you have the flexibility to create, view, and delete Zoom meetings at your convenience. Whether it’s a team huddle, client presentation, or training session, you can easily schedule Zoom meetings
and make changes as needed. Need to cancel or reschedule a meeting? No problem. Our intuitive interface allows you to view and edit meeting details or delete meetings with just a few clicks, ensuring your schedule remains
organized and up-to-date.

19.2 Calendar View

The Zoom Meeting Module features a calendar view that displays all scheduled Zoom meetings. This provides a visual representation of your meeting schedule, making it easy to plan your day effectively. Each Zoom meeting is marked
on the calendar, allowing you to see at a glance when meetings are scheduled and who is attending. With this calendar view, you can stay organized and ensure that you never miss an important Zoom meeting.

20.1 Viewing Assets

Within the Assets Module, you can easily access a list of all company assets. This includes equipment, tools, vehicles, and any other assets owned or utilized by the organization. Each asset entry contains details such as name,
description, location, and status, providing a comprehensive overview of your assets.

20.2 Adding New Assets

Need to add a new asset to the system? No problem. The Assets Module lets you quickly and easily add new assets to the database. Simply input the asset details, such as name, description, quantity, and location, and save the
entry. This ensures that all company assets are properly recorded and accounted for.

20.3 Importing and Exporting Asset Lists

The Assets Module also allows for easy importing and exporting of asset lists. If you have a spreadsheet containing asset information, you can import it directly into the system, saving time and effort in data entry. Similarly,
you can export the list of assets to a spreadsheet for analysis or sharing purposes, ensuring data accessibility and portability.

21.1 List of Documents

Easily access and view the list of documents stored in the system. Whether it’s employee manuals, policies, or other important documents, everything is organized for quick reference.

21.2 Create New Document

Need to add a new document? No problem. With just a few clicks, you can create and upload a new document to the system. This feature allows you to keep all your important files up-to-date.

21.3 Download Documents

Download any document from the system whenever you need it. Whether you’re accessing it for reference or printing it out, downloading is quick and easy.

22.1 List of Company Policies

Access and view a comprehensive list of all company policies stored in the system. From HR policies to safety regulations, everything is organized for easy reference.

22.2 Create a New Company Policy

Need to add a new policy? No problem. With just a few clicks, you can create and upload a new company policy to the system. This feature allows you to keep your policies up-to-date and relevant.

22.3 Download Company Policy

Download any company policy from the system whenever you need it. Whether it’s for reference or distribution, downloading is quick and straightforward.

22.4 Edit and Delete Policy

Need to make changes to a policy or remove an outdated one? Edit and delete policies with ease. This functionality ensures that your policies are always current and compliant.

24.1 New Monthly Payslip:

Keep your employees informed about their pay by setting up notifications for new monthly payslips. Ensure that they receive timely alerts whenever a new payslip is generated, providing transparency and clarity regarding their
compensation.

24.2 New Announcement:

Notify your team about important announcements with customized notifications. Whether it’s updates about company policies, upcoming events, or changes in procedures, ensure that everyone stays informed and aligned with organizational
goals.

24.3 New Meeting:

Streamline your meeting scheduling process by sending notifications for new meetings. Alert participants about meeting details, including date, time, agenda, and location, ensuring that everyone is prepared and on the same
page.

24.4 New Award:

Celebrate achievements and recognize outstanding performance with notifications for new awards. Keep your employees motivated and engaged by acknowledging their hard work and contributions to the organization.

24.5 New Holidays:

Inform your team about upcoming holidays and time off with notifications for new holidays. Ensure that employees are aware of holiday schedules and plan their work accordingly, promoting work-life balance and productivity.

24.6 New Company Policy:

Communicate changes in company policies effectively with notifications for new policies. Keep employees updated on policy revisions, additions, or updates, ensuring compliance and alignment with organizational standards.

24.7 New Ticket:

Enhance your support ticketing system by sending notifications for new tickets. Alert your support team about new customer inquiries or issues, facilitating prompt responses and efficient resolution of customer concerns.

24.8 New Event:

Promote engagement and participation in company events with notifications for new events. Inform employees about upcoming social gatherings, team-building activities, or professional development events, fostering a sense of
community and camaraderie.

24.9 Leave Approve/Reject:

Keep employees informed about the status of their leave requests with notifications for leave approval or rejection. Ensure transparency and clarity in the leave management process, allowing employees to plan their time off
effectively.

24.10 New Trip:

Notify employees about upcoming business trips or travel arrangements with notifications for new trips. Provide details about trip dates, destinations, and itineraries, ensuring that employees are well-prepared for their travel.

24.11 New Contract:

Ensure that employees are aware of new contracts or agreements with notifications for new contracts. Communicate contract terms, conditions, and effective dates, promoting clarity and understanding among employees.

26.1 System Settings

• Business Settings

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme
customizer, sidebar settings, and layout settings to suit your preferences.

• System Settings

Configure essential details such as currency, currency symbol, position of the currency symbol, decimal number format, date format, time format, and various prefixes for different transactions. Shipping display of quotes, invoices,
and sales orders. You can also add the footer title, and footer notes of quotes, invoices, and sales orders.

• Email Settings

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.

• Company Settings:

Manage company-specific information like name, address, contact details, registration number, zip/postcode, country, telephone, company start time, company end time, timezone, and IP restrictions button.

• Email Notification Settings:

Fine-tune email notifications by enabling or disabling them based on specific conditions.

• IP Restriction Settings:

These comprehensive settings empower you to tailor ERPGo to your precise business requirements, ensuring a seamless and personalized experience.

• Zoom Meetings:

Integrate Zoom Meetings seamlessly by adding the Zoom Account ID, Zoom Client ID, and Zoom Client Secret Key.

• Integration Settings (Slack, Telegram, Twilio):

For each integration, set up the required details like Webhook URL for Slack, access token and chat ID for Telegram, and SID, Token, and Form for Twilio. Module-specific settings can also be enabled.

• Letter Settings (Offer Letter, Joining Letter, Experience Certificate,
  NOC):

Customize placeholders, formats, and content for Offer Letters, Joining Letters, Experience Certificates, and No Objection Certificates.

• Webhook Settings:

View and manage a list of webhooks, with the ability to edit or add new ones.

26.2 Setup Subscription Plan

• The Setup Subscription Plan page within HRMGo simplifies the subscription process by presenting users with a range of tailored plans to suit their specific needs and budgetary constraints. Users can easily compare features
  and pricing through a comprehensive feature comparison table, enabling informed decision-making. With transparent pricing and flexible billing options, users can confidently select the subscription plan that aligns
  with their requirements. The page also offers customization options, allowing users to adjust their plan as needed, ensuring a seamless fit for evolving needs.

26.3 Referral Prorgram

• Our referral program rewards you for spreading the word about HRMGo. Share your unique referral link, and when someone signs up and subscribes, you earn rewards. Track your referrals’ status on the Referral Transaction
  page and view payouts on the Payout page. Genuine sign-ups are key, and we reserve the right to modify the program. Join now and start earning rewards for helping us grow!

26.4 Order

• The Order Module of Salesy SaaS streamlines order management by offering users a comprehensive list of transactions, each featuring crucial details like order ID, date, customer name, plan name, price, payment type, status,
  applied coupon, and invoice. This centralized hub empowers users to efficiently track and process orders, ensuring seamless operations and enhancing customer satisfaction.