# Portal

# My Profile

In this screen we can see the login employee data it includes

Personal information
Employment details
Payroll information
Leave
Documents
Qualifications and Employment history (this feature allows you to add, edit, or delete information as needed).

Please note that while personal information, Qualifications and Employment history is editable, rest of all sections may be view-only, providing you with a comprehensive overview of your employment-related data.

# Employee Leave

To submit a leave request, simply click on the "Add Leave Request" option.

It includes the current login employee name, start date, end date, and any additional information or comments related to your leave. And we can also view the leave accrual status, leave usage(Annual leave), leave request view, leave accruals.

In leave accrual status it includes;

Leave allowance count
Leave rollover
Leave accrued / allocated
Leave used
Leave balance

This gives you a clear understanding of your available leave days.

in leave usage(Annual leave) we can see the available leave and leave usage period. It includes

Leave accrued
Leave used
Leave allowance

This allows you to track and manage your annual leave effectively.

If you wish to review your previous leave requests, and for detail view simply click on the corresponding row's view icon. This view page provides an overview of your leave request details.

while viewing the leave request you can see the action button for submitting the leave request. Please note that only your reporting manager or relevant authority can approve or reject your leave requests.

In leave accruals this indicates the total amount of leave you have accrued or earned based on your employment terms and conditions. It represents the accumulation of your leave entitlements.

# Community

In this screen we can view the news display

and can see the publisher name, published on and file upload image

the detail view of the post

# My attendance

The screen provides the logged employee attendance detail and a clear and organised display of your attendance records, ensuring you have a complete understanding of your attendance history,

And we can also have user-friendly filter feature.

Simply specify the desired start date and end date to retrieve attendance records within the selected timeframe. This allows for easy navigation and access to specific attendance information.

After filtering the attendance we have a clear filter option

For detail view just click on their respective row.

The detail attendance view

# Attendance request

In this screen we can see add attendance request, view attendance request and delete attendance request; posted by the logged user.

To initiate an attendance request, simply click on the "Add Attendance Request" option.

This will prompt you to fill in the mandatory fields, including the

Attendance request date
Attendance request type
Attendance date
Request description

Make sure to provide accurate and concise information for efficient processing.

When selecting the attendance exception request type, additional fields will appear.

These fields are essential for capturing specific details related to the exception request. Mandatory fields within this category include

Attendance status (IN / OUT)
Transaction date
Attendance time

Please fill in these fields accurately to ensure accurate

To view the attendance request, just click on their respective row edit icon.

The portal user can only view and delete the request.And we can see the action button for submitting the attendance request for the approval. It's important to note that only the requested employee can submit the request using the action button.

Subsequent approvals can only be carried out by managers or employees in higher positions. You can also delete the request before submitting.

# General request

In this screen we have 2 options; add new general request, and view general request; posted by the logged user.

To initiate an attendance request, simply click on the "Add General Request" option.

This will prompt you to fill in the mandatory fields. This includes specifying the request date, selecting the appropriate request type, and providing a description of the request.

By providing this information, you can ensure that your request is accurately recorded and processed.

The portal user cannot edit the general request; can only view and delete the request. And we can see the action button for submitting the general request for the approval. It's important to note that only the requested employee can submit the request using the action button.

Subsequent approvals can only be carried out by managers or employees in higher positions. You can also delete the request before submitting.

# Expense reimbursement

In this screen we have 2 options; add new reimbursement, and edit reimbursement.

To submit a new reimbursement, simply fill in the mandatory fields, includes

Expense name
Expense amount
Request date

You can also add the specific expense items related to their reimbursement. While adding expense items, ensure that you fill in the mandatory fields, such as the

Date of the expense
Expense description
Expense amount

Additionally, you can upload supporting files (PNG, JPG, GIF) with a file size limit of 500-1000 KB. This comprehensive process allows for accurate and convenient expense tracking and reimbursement.

To view or edit an existing reimbursement, simply click on the corresponding row's edit icon.

This action will open a dialog box displaying the details of the reimbursement and can edit the dialog box fields

While editing the view page we can edit the

Expense name
Expense amount
Request date

And we cn also add, edit and delete the expense items

Date of the expense
Expense description
Expense amount

In the view page, you will find an action button that enables you to perform actions such as approving or rejecting the reimbursement request.

It is important to note that only the requested employee can submit the request using the action button, and subsequent approvals can only be carried out by managers or employees in higher positions. You can also delete the reimbursement before submitting.

# Document Dashboard

# My documents

To efficiently manage employee documents, our application provides convenient features for uploading and storing files.

Follow these steps to upload a file:

Launch the application and navigate to the 'My Documents' section.
Click on the ‘Add ‘new documents’ button.
Click the ‘Add new file’ options and Choose the file you wish to upload from your device's storage

Enable this option to mark files as personal, restricting access to the document owner and designated administrators.

File Sharing: The employee has the ability to share files with others within the organization.

File Renaming: The employee can rename files according to their specific requirements. Renaming files allows for better organization and easy identification

File Download: The employees can download files from app to the their systen

File Deletion: Employees have the ability to delete files that are no longer needed or are obsolete. This feature helps in keeping the file storage clean and organized.

To share,rename,download and delete the file:

Click on the option icon and select the option as per your choice

The employee can view the uploaded file details by double clicking on the file that the employee needs to view

For organizing your employee documents, you can also create folders. To create a folder, use the following instructions:

click 'Add ‘new documents' button.
Click ‘Add new folder’ option on to create a new folder.
Provide a suitable name for the folder.
Save the folder, and it will be added to your document library.

# Shared Documents

List of documents shared with you