Setup

Designation

Define designations and grades that employees can be mapped to across the organization.

Guide

Add Employees

Onboard employees with basic details, employment info, permissions, documents, and auto-generated login credentials.

Guide

Add Clients

Create client masters used across tasks, billing, documents, and client portal.

Guide

Add Task Template

Prepare reusable task templates to standardize client work and assignments.

Guide

Add Branches

Configure office branches: Dashboard → Profile → Branch Data → Add Branch (Basic Details, Billing, Payment, Social Media, Support).

Guide

Add SMTP

Set up outgoing email (SMTP) so that notifications and documents can be sent. Gmail, Yahoo, Rediff, Outlook.

Guide

Add Holidays

Maintain the holiday calendar: Dashboard → Profile → HRMS → HRMS Setting → Holiday. Add from template, single holiday, or bulk.

Guide

Add Shift

Dashboard → Profile → HRMS → HRMS Setting → Shift. Click + for Add from template or Add shift.

Guide

Add Leaves

Dashboard → Profile → HRMS → HRMS Setting → Leave. Click + for Add from template or Add leave.

Guide

Allocate Leaves to Employee

Part A (Manually): HRMS Setting → Leave Quota → add leave type, branch, designation, annual count. Part B (Bulk): HRMS Leave → Leave Credit/Debit → upload Excel via + beside Remarks.

Guide

Add Pay Details

Part A: Profile → Payroll → Account setting → Pay details (manual). Part B: Import utility → HRMS → upload pay details Excel.

Guide

Add Client Documents

Document Vault → Customer Document → select customer, upload documents or create folders, set client access (Yes/No).

Guide