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

Lesson 2: Mark Attendance (with Location & Selfie)

🎯 Objective:

To guide you on how to mark your daily attendance on CA Cloud Desk using location tracking and selfie verification.

📲 Why is Attendance Important?

Attendance is essential for daily work tracking, reporting, payroll, and overall team productivity. CA Cloud Desk ensures that the process is simple, accurate, and secure—especially for teams working in the field or remotely.

🛠️ How to Mark Attendance on Mobile App

✅ Note: Attendance can be marked from the mobile app (Android or iOS) And Web Portal.

Steps to follow:

  1. Open the CA Cloud Desk – PMS app on your mobile device.

  2. Go to the Attendance section from the dashboard.

  3. The app will automatically detect your live location using GPS.

  4. Tap “Mark Attendance” – the app will prompt you to click a selfie.

  5. Capture a clear selfie and submit.

  6. Done! Your attendance for the day is successfully marked.

🔐 Permissions Required

To ensure proper functionality, please allow the following permissions when prompted:

  • Location Access: For geo-tagging your attendance.

  • Camera & Mic Access: For capturing selfies during check-in. (Mic permission is also mandatory, as it’s a system requirement to activate the camcorder function on mobile devices.)

Make sure your device’s location and camera are active while marking attendance.

🕒 When to Mark Attendance?

You should mark your attendance at the start of your workday and again when you leave for the day. The system records your time, date, and location during both check-in and check-out, helping your manager track work hours, punctuality, and availability accurately.

📌 Common Issues & Solutions

  • Location Not Detected? Enable GPS from your phone settings.

  • Outside Permitted area : Contact HR/Admin

  • Selfie Not Captured? Grant camera access from the app settings.

  • Accidental Check-in from the Wrong Location? Contact your HR/Admin.

📞 Need Assistance?

📲 Call: 0120 4308902
💬 Post your issue in the official team group for a quick response.

✅ Next Step:

Proceed to Lesson 3: Enter Timesheet to learn how to record your daily work and task hours.

Previous
Next