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Chapter 04

Find your way around

The dashboard opens on today: who is in, who is late and what is waiting for you.

The dashboard home

  • Action needed: missed-punch requests, leave requests and overtime waiting for you, each with a Review button.
  • Present today, On site now, Late arrivals, Not in yet: live counts for today.
  • Attendance trend over 14, 30 or 90 days, and Live activity showing check-ins as they happen.

Search

The search box at the top finds pages and people. Press Ctrl K on a computer to open it from anywhere.

The menu

Overview
Dashboard, Intelligence
School
School
Workforce
Attendance, Daily register, Employees, Departments & branches, Corrections, Leaves & Holidays, Approval history, Tasks, Shifts
Payroll
Payroll, Incentives & bonuses, Deductions, Business Rules
Organization
Announcements, Settings

You only see what your role allows. On a phone, the menu is in the bottom bar (Home, Attendance, People, Leaves and More).

Where every setting lives

Settings are grouped by what they are about. Each page starts with one sentence saying what it is for.

  • Company details
    Group
    Your company
    What you set there
    Name, logo, address, time zone, currency and brand colour, as printed on payslips. Deleting the workspace.
  • Team & roles
    Group
    Your company
    What you set there
    Who can open the dashboard, and their role.
  • Plan & billing
    Group
    Your company
    What you set there
    Your plan, how much of it you use, and paying for it.
  • AI & insights
    Group
    Your company
    What you set there
    The AI assistant on or off, its monthly allowance, and the Monday email.
  • Phone check-in
    Group
    Attendance
    What you set there
    Workplace and distance; fingerprint or face, one phone one person, selfie; new phones to approve.
  • Work hours & days off
    Group
    Attendance
    What you set there
    Weekly days off, what counts as a full day, forgotten punch-outs.
  • Approvals
    Group
    Attendance
    What you set there
    Questions managers answer when approving, and which notes employees can read.
  • Overtime & fines
    Group
    Pay
    What you set there
    Overtime rate and approval, and the most fines can take from a salary.
  • PF, ESI & tax
    Group
    Pay
    What you set there
    Provident Fund, ESI and Professional Tax.
  • Employee app
    Group
    Employees
    What you set there
    Employee access, how they sign in, one device at a time, and what they can see.
  • Brand Studio
    Group
    Employees
    What you set there
    Your logo and colour in the employee app, a message on Home, greetings and digital ID cards.
  • Security
    Group
    Safety and records
    What you set there
    Warnings about unusual activity, two-step sign-in for the dashboard, alert emails.
  • Activity log
    Group
    Safety and records
    What you set there
    Who changed what, and when. Kept for one year.
  • My account, Notifications, Appearance
    Group
    You
    What you set there
    Your name, password, sign-in options and devices; what is pushed to you; light or dark colours and your language.
PreviousCreate your workspaceNext Your company and team
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