Setup

9 of 12 steps complete.

A quick guide to help you get started.

Configure office branches and map employees and clients.

Create designation roles and assign module permissions (tasks, HRMS, billing, reports) for each role.

Define shift timings and patterns for attendance rules.

Onboard employees with details, permissions, and login credentials.

Create services & sub-services, stages, templates, and billing rules for tasks.

Create client masters for tasks, billing, and client portal.

Maintain the holiday calendar for working days and attendance.

Set up outgoing email for notifications and documents.

Create leave types: casual, sick, and other policies.

Configure billing settings for the organization.

Capture salary structure and pay components per employee.

Upload and manage client documents for compliance and tasks.