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People
Onboarding Guidelines
Employees are registered in the Onboarding track automatically upon creation. They complete a 15-day graduation process, after which they are migrated to the Active Directory list. Ensure all contract letters are generated, documents are uploaded, and salary structures are defined.
| Name | Emp ID | Department | Designation | Start | Status | Progress |
|---|
| Name | Emp ID | Department | Designation | Employment Type | Start | Status |
|---|
Bulk Import Employees (Excel)
Upload your `.xlsx` employee list. If any errors occur, the transaction rolls back, and you will receive a failed-row error spreadsheet report.
Download Salary Slip
Select the Month and Year to download the salary slip for .
Onboard New Employee
Full Name
Onboarding Welcome Email
To send the onboarding welcome email, please ensure the joining date and work email are provided. If they are not coming from Bitrix, you can set them below.
Onboarding Documents Checklist
Upload New Onboarding Document
Uploaded Attachments History
| Document Type | Label / Remarks | Upload Date | Uploaded By | Actions |
|---|
Set/Update Salary Structure
Salary Structure Config History
| Effective From | Gross Salary | Total Deductions | Net Take-Home | Configured By |
|---|
Offer Letter
Official offer containing salary terms & joining guidelines.
Appointment Letter
Comprehensive contract of employment, roles, and benefits.
Service Bond Agreement
Contractual commitment bond for specified training months.
Customize Letter
Generated Document Attachments
| Letter Type | Generated On | Generated By | Actions |
|---|
Audit Trail Timeline
| Event | Details | Date & Time | Actor |
|---|
Document Preview
Salary Structure & Payroll Dashboard
Monthly Payroll Processing (Admin Only)
Editable Payroll Grid ()
| Name | Designation | Month Days | Worked Days | Weekend | CL | Extra | Payable Days | Month Salary | Payable Salary | Extra days wrk | Fine/Advance | Net Payable |
|---|
Payslips List
| Employee | Month/Year | Gross Salary | Total Deductions | Net Salary | Net Credited | Payment Status | Workflow Status | Actions |
|---|
Active Salary Structures
| Employee | Gross Salary | PF Contribution | ESI | Labour Welfare Fund | Professional Tax | Other Deductions | Effective From |
|---|
Excel Upload Batches
| Batch ID | Period | File Name | Uploaded By | Uploaded At | Stats (Total / Success / Failed) | Status | Error Report |
|---|
Monthly Payroll Processing (Admin Only)
Editable Payroll Grid ()
| Name | Designation | Month Days | Worked Days | Weekend | CL | Extra | Payable Days | Month Salary | Payable Salary | Extra days wrk | Fine/Advance | Net Payable |
|---|
Dismissed Employees Payslips
| Employee ID | Name | Department | Status | Actions |
|---|
Define Salary Structure
Import Monthly Salary Excel
Download Slips by Date Range
Edit Salary Slip Details
Salary History
| Month/Year | Gross Salary | Total Deductions | Net Salary | Net Credited | Payment Status | Workflow Status | Actions |
|---|
Generate Individual Payslip
Import Dismissed Salary Excel
Generate Dismissed Payslip
Employee Salary History
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--Filters
Payslips Registry
| Month/Year | Gross Salary | Total Deductions | Net Salary | Net Credited | Payment Status | Workflow Status | Actions |
|---|
Exit Clearances & Directory
| Employee ID | Employee Name | Exit Type | Resignation Date | Last Working Day | Status | Action |
|---|
Initiate Exit Clearance
Employee Name
IT Revocation Checklist
Department Clearances Tracker
Offboarding Actions & Documents Dispatch
Document Preview
📄 Document Customization Workspace
Customize context variables and preview the document before generating the final PDF.
🛠️ Exit Document Template Editor
Visually edit the templates used for exit document generation — no coding required.
📖 Available Template Variables (Click to expand)
Exit Request: , ,
Dates & Tenure: , ,
Company: , , , {{ signatory_designation }}
F&F Settlement: , , {{ ff.bonus_arrears }}, , , {{ ff.salary_advance_outstanding }}, , , {{ ff.total_earnings }}, ,
Salary Prorated: , , , , , , , {{ prorated.professional_tax }}, , , , {{ net_prorated }}
Salary Structure: , , {{ salary_struct.gross }},
Student & Intern Directory
List of registered active students. Click "Generate Cert" to create certificates or "Installments" to view fee schedules.
| Name | Total Fees | Status | Actions |
|---|
Certificate Content Editor
Final Certificate Preview
Register Student / Intern
Record Installment Payment
Student Name
Internship Documents Checklist
Upload New Student Document
Uploaded Attachments History
| Document Type | Label / Remarks | Upload Date | Uploaded By | Actions |
|---|
Installment Schedule
| No | Due Date | Amount | Paid Amount | Payment Date | Status | Remarks | Actions |
|---|
Issued Certificates
| Serial Number | Course | Issue Date | Generated By | Early Gen Reason | Place | Actions |
|---|
System Activity Logs & Audit Trail
Monitor real-time user activities, failed logins, and system database updates.
| Timestamp | User | Role | IP Address | Action Type | Description |
|---|
Roles & Permissions Control
Global Database Permissions
Add Custom Role
Add Global Permission
Registered HRs & Portal Users
| Name | Username | Phone | Role | Status | Actions |
|---|
Register Portal User / HR
✔ Registration Successful
The user account has been registered successfully. The following credentials can now be used to log in:
Probation & AI Analytics
Monitor employee probation progress, assign checklist feedback, and run predictive AI performance evaluations.
Checklist Assignments & AI Reports
| Employee | Checklist | Submitted | AI Score | AI Trend | Actions |
|---|