Frequently Asked Questions
Explore the most common queries to understand how the system works.
General Questions
New around here? Start with the basics.
What is the main purpose of this system and who can use it?
Access concise, real-time metrics that highlight your payroll totals, spending trends, and core financial activity all in a single, easy snapshot.
Is the system role-based and can permissions be customized?
Yes. Every module and feature is accessible based on the user’s role. Admins can fully customize who can view, edit, approve, or upload information. This ensures security, controlled access, and clear responsibilities across teams.
How secure is the data stored in the platform?
All data—including employee details, payroll, compliance files, financial records, and documents—is encrypted and stored securely. The system uses access control, audit logs, and permissions to ensure only authorized users can view or modify sensitive information.
Does the system support automation for repetitive tasks?
Yes. Many processes such as timesheet reminders, compliance expiry alerts, payroll calculations, invoice creation, and ticket updates are automated. This reduces manual work, improves accuracy, and helps teams stay on schedule.
Can the system integrate with other tools or be customized to our workflow?
The platform is designed to be flexible and can be configured to match your organizational processes—whether it's attendance rules, approval flows, billing rates, or payroll structures. Integrations can also be enabled depending on specific requirements for HR, finance, or project tools.
People & HR
New around here? Start with the basics.
How does the system help me manage employee records?
The People & HR module stores all employee information—personal details, job history, documents, attendance, payroll eligibility, and compliance data—in one central place. It ensures everything is easy to search, track, and update without manual spreadsheets.
Can employees access and update their own information?
Yes. Employees have a secure self-service portal where they can update allowed fields like personal info, upload documents, request leave, and view attendance or salary details. This reduces HR workload and improves transparency.
How is attendance tracked and reflected in the system?
Attendance is captured through daily check-ins, biometric upload, or manual entries (as permitted). The system automatically calculates working hours, leave balances, and late/early logs—making payroll calculations accurate.
Does the HR module support onboarding and offboarding?
Yes. From document collection to profile creation, managers can complete onboarding digitally. Offboarding steps like clearance, handover, and document archiving are also structured and trackable.
How secure is employee data in the system?
All HR data is protected with role-based access, audit trails, encryption, and controlled permissions—ensuring only authorized users can view or update sensitive information.
Project Management
New around here? Start with the basics.
How does the system help me manage multiple projects?
You can create projects, assign teams, define tasks, set deadlines, and track progress in real time. Each project dashboard shows milestones, timelines, and pending items so you always know the current status.
Can I assign tasks to employees or consultants?
Yes. Tasks can be assigned to individuals or teams with expected dates. They receive notifications and can update progress, attach files, or leave comments.
How do I track the progress of each project?
A visual timeline and status panel display completed, ongoing, and delayed tasks. Automated updates from timesheets make progress accurate and up to date.
Is time spent on projects linked to billing or payroll?
Yes. Billable hours logged in timesheets automatically reflect in project costing, invoicing, and payroll calculations.
Can clients see project updates?
If granted permission, clients can log in and view progress, tasks, and status reports, improving transparency and reducing follow-up emails.
Timesheet Management
New around here? Start with the basics.
How do consultants submit their weekly timesheets?
Consultants log their daily or weekly working hours using a simple form. They can attach proof documents like client approvals, screenshots, or PDFs if required.
What happens after a timesheet is submitted?
The timesheet moves into an approval workflow. Managers, clients, or vendors are notified to review and approve it. Approved entries automatically update payroll and billing.
What if a consultant forgets to submit a timesheet?
The system sends automated reminders for missing or overdue timesheets—helping consultants avoid payroll delays and ensuring compliance with billing cycles.
Can timesheets be uploaded instead of manually filled?
Yes. Users can upload signed timesheets in PDF, JPG, or PNG formats. The system stores them under each consultant for audit and finance use.
Are rejected timesheets shown to the user?
Yes. If a timesheet is rejected, the user sees the rejection reason and can resubmit with corrections.
Placement Management
New around here? Start with the basics.
What can I track under placement management?
You can track consultant placement details—client, vendor, project, rate type, start/end dates, timesheet requirements, documents, and billing rules—all in one place.
Does the system help with placement billing?
Yes. It auto-generates invoices based on placement rate (hourly/monthly), approved timesheets, or milestone completion.
How are placement-related documents handled?
Offer letters, contracts, rate agreements, and onboarding documents can be uploaded and linked directly to each placement.
Will I be notified when a placement is about to end?
Yes. The system alerts recruiters and managers before a placement end date so extensions or replacements can be planned ahead.
Can I track placement performance?
Dashboards show earnings, consultant status, billing history, and compliance—helping you understand placement profitability.
Compliance
New around here? Start with the basics.
How does the system track compliance documents?
The platform maintains all employee, consultant, and vendor compliance documents—IDs, certifications, contracts, visa/permit details—along with expiry dates.
Do users get reminders for expiring documents?
Yes. Automated reminders notify users and managers before any important document expires, avoiding compliance breaches.
Can I see which documents are missing for a person?
Yes. Each profile has a compliance checklist that clearly shows missing, expired, or pending documents.
Does the system support audit requirements?
All compliance activities are logged with timestamps, uploaded files, and status trails—helping organizations stay audit-ready.
Who can access compliance information?
Permissions ensure that only authorized HR, admin, or compliance managers can view sensitive documents.
Partners (Clients & Vendors)
New around here? Start with the basics.
How do I onboard a new client or vendor?
You can add the partner’s details, upload documents, set permissions, and send them a login invite so they can view placements, timesheets, and invoices.
What can clients do after logging in?
Clients can view consultant profiles, approve timesheets, check project status, and download invoices or payment reports.
What can vendors manage through the system?
Vendors can submit timesheets, track the status of their consultants, view payments, upload documents, and manage compliance.
How are partner communications handled?
Messages, comments, and alerts are stored within the system—ensuring transparent communication between clients, vendors, and internal teams.
Is partner data protected?
Yes. All partner data is secured using encrypted storage and role-based access controls.
Payroll Management
New around here? Start with the basics.
How does the system calculate payroll?
Payroll is automatically calculated based on attendance, approved timesheets, pay groups, deductions, reimbursements, and compliance rules—reducing manual errors.
Are payslips generated automatically?
Yes. Once payroll is run, employees can download or view their payslips directly from their profile.
Does the system handle taxes and statutory deductions?
Yes. Tax, PF, ESIC, TDS, and other statutory items can be automatically applied based on configuration.
Can payroll be regenerated if there is an error?
Yes. You can rerun payroll for individual employees or a full batch if adjustments are needed before finalization.
How is payroll data secured?
Payroll information is encrypted and only accessible to authorized HR, admin, and finance users.
Finance Management
New around here? Start with the basics.
What financial activities can I manage in the system?
You can manage client invoicing, vendor payments, expenses, revenue reports, tax records, and financial statements—centralized in one module.
How are invoices generated?
Invoices are auto-generated based on placement rates, approved timesheets, or predefined billing cycles—reducing manual effort.
Does the finance module track payments?
Yes. You can update payment status, track overdue invoices, and view complete payment histories.
Can I download financial reports?
Yes. Revenue, expense, profit, timesheet billing, and outstanding reports can be downloaded for accounting and audits.
How secure is financial data?
Finance data is encrypted, access-controlled, and logged for audits—ensuring financial compliance and safety.
Support / Ticketing
New around here? Start with the basics.
How do users submit support tickets?
Users submit tickets by selecting a category, writing the issue, attaching files if required, and submitting through the support portal.
How can I track the status of my ticket?
Each ticket shows its status—Open, In Progress, On Hold, or Resolved—along with responses and timestamps.
How are tickets assigned to the right support team?
Based on category and priority, tickets are automatically routed to the appropriate support staff or department.
Will I get notified when my ticket is updated?
Yes. Email alerts are sent when a ticket is created, responded to, or resolved.
Can I reopen a closed ticket?
Yes. If the issue isn’t resolved, users can reopen the ticket and continue communication.
