Administrator Overview
Administrators (HR and system admins) see four extra sidebar sections. This guide covers each page in the order they appear.
Where things live
| Section | Pages |
|---|---|
| Manage Operations | People, Leave Balances, Attendance Management, Assets, Projects, Goals & Assessments, Documents |
| Administration | Masters, Configuration, Leave & Attendance, Workflow Designer, Notifications, Employee Lifecycle, Roles & Permissions |
| Monitor | Activity Logs, Outbox Events |
Recommended setup order for a new organization
- Masters — departments, designations, locations, shifts, document types, …
- Configuration — employee ID format and advanced settings.
- Roles & Permissions — map permissions to roles.
- Leave & Attendance — leave types, holiday calendars, shifts.
- Workflow Designer — approval flows (leave, attendance, resignation, assets…).
- Employee Lifecycle — onboarding/offboarding checklists.
- People — create or bulk-import employees.
- Payroll setup — salary structures, pay components and revisions are now managed in the Payroll module.
Permissions cheat-sheet
Access to each page is controlled by fine-grained permissions (granted in Roles & Permissions). The key ones:
| Permission | Unlocks |
|---|---|
employee:manage | People, employee create/edit, starting onboarding/offboarding |
employee:pii:read / employee:pii:manage | Salary, banking and document data |
leave:manage | Leave Balances administration |
attendance:manage / attendance:viewall | Attendance uploads and org-wide views |
project:read / project:manage | Projects |
perf:manage | Goals & Assessments |
assets:read / assets:manage | Assets |
workflow:manage | Workflow Designer |
documentgen:manage | Documents |
employee:admin | Masters, Configuration, Roles & Permissions, Activity Logs, Notifications, Lifecycle |