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.
0/1
Mark Attendance
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.
0/1
Task Management
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.
0/1
Leave & Raise Grievance
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.
0/1
Timesheet
Communication (Email, SMS, WhatsApp)
Explore how CA Cloud Desk helps you stay informed with real-time updates via email, SMS, and WhatsApp. Whether it’s task alerts, announcements, or reminders—you’ll never miss an important message.
0/1
Communication
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.
0/1
Create Documents & Agreements
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.
0/1
Calendar & Infographics
Employee
About Lesson

🎯 Objective:

Learn how to apply for different types of leave and raise a grievance using the CA Cloud Desk platform.

🏖️ How to Apply for Leave

  1. Go to the HRMS section.

  2. Click on My Leave → Apply Leave.

  3. Choose the Leave Type:

    • Full Day

    • Half Day (1st Half / 2nd Half)

    • Multiple Days

  4. Select Start Date and End Date.

  5. Add a Reason for Leave and submit.

📌 Once submitted, the leave request will be sent to your reporting manager for approval. You will be notified once approved or rejected.

📣 How to Raise a Grievance

The Grievance section allows you to formally raise concerns or report issues within the organization.

Use this feature for:

  • Missed attendance

  • Salary/leave issues

  • System-related errors

  • Escalations requiring admin or HR intervention

You can choose to address it:

  • To Manager (default route)

  • Directly to Admin/HR (for serious or urgent matters)

Go to HRMS > Grievance, select the type of issue, describe your concern clearly, and submit. You’ll receive updates on the resolution status.

📝 Best Practices

  • Apply for leave in advance wherever possible

  • Use grievance section responsibly and professionally

  • Keep communication clear and concise

📞 Need Help?

📲 Helpline: 0120 4308902
💬 Or post your query in the official team group

✅ Next Step:

Move to Lesson 6: Communication to learn how to stay connected with your team and clients inside CA Cloud Desk.

Previous
Next