Course Content
Introduction, Get Credentials & Login (Web & Mobile)
Understand what CA Cloud Desk is and how it simplifies office, employee, and client management for CA firms. Learn how to receive your login credentials and securely access the platform through web or mobile. A must-watch for every new team member.
0/2
Credentials & Login
00:00
Getting Started with CA Cloud Desk
Mark Attendance (with Location & Selfie)
Learn how to mark your daily attendance using GPS-based location tracking and selfie verification. This ensures real-time, accurate attendance logging—whether you’re at the office or working remotely.
0/2
Mark Attendance
00:00
Marking Attendance in CA Cloud Desk – Quiz for HR & Admin Teams
Create & Update Tasks, Manage Stages
Get step-by-step guidance on how to create tasks, assign deadlines, and update task stages. Ideal for keeping your work organized, meeting deadlines, and collaborating with your manager or team.
0/2
Task Management
00:00
Task Management for Employees – Stay on Track with CA Cloud Desk
Apply Leave & Raise Grievance
Learn how to submit leave applications and raise any internal concerns through the system. A smooth, transparent process that eliminates manual follow-ups and ensures accountability.
0/3
Leave
00:00
Raise Grievance
00:00
Leaves & Grievance Handling – Know Your HR Rights in CA Cloud Desk
Enter Timesheet (Daily Work Reporting)
Track your daily work with ease by filling in task-wise timesheets. This helps in transparent workload tracking, performance reviews, and timely project management across the team.
0/2
Timesheet
00:00
Timesheet Essentials – Track Your Work Hours in CA Cloud Desk
Create Documents Using Templates
Discover how to create standardized letters, reports, or declarations using pre-set templates. Just enter the required client details and generate documents instantly—saving time and reducing manual errors.
0/2
Create Documents & Agreements
00:00
Documents & Agreements Management – CA Cloud Desk User Quiz
Compliance Calendar & Infographics
Stay updated with the built-in compliance calendar that shows upcoming due dates and statutory tasks. Also, learn how to use branded infographics to engage with clients and build your CA firm's visibility.
0/3
Calendar & Infographics
00:00
Infographics
00:00
Mastering Calendar & Infographics – CA Cloud Desk User Quiz
Employee

In this lesson, you’ll learn how to raise a grievance using the HRMS module in CA Cloud Desk. The grievance feature allows employees to formally report workplace concerns, such as payroll issues, leave discrepancies, behavior conflicts, or any other HR-related matter—directly within the system.

We’ll walk you through how to:

  • Access the Raise Grievance option

  • Select the grievance type (e.g., salary, leave, behavior)

  • Enter detailed remarks or descriptions

  • Submit the grievance for HR review

  • Track the status of your complaint

This process ensures transparency, proper documentation, and faster resolution through an organized communication channel between employees and HR or management.

Whether you’re an intern, article, or full-time employee—this lesson empowers you to speak up professionally and securely.

Previous
Next