Table Of Contents

Demo Status
Status Master
Leave Policies

CRM Field force management

Admin Level Features:

Admin Login:

Admin has Demo Status, Status Master, Leave Policies

1. Sales Admin:

1.1 Demo Status:

  • User creates Demo Status, and change status Active and Inactive for the created Demo Status
  • Duplicate Demo Status are not allowed
  • Added Demo Status are displayed in table

Note: If user want to inactive one Demo Status, then user should transfer all the Employees in the existing Demo Status to another Demo Status

  • Click on Add Icon
  • User can add new Demo Status in field
  • Click on the Submit button, a new Demo Status is added to the table

  • User can update the Demo Status name by clicking on image, after updating click on “save” icon image Updated text is saved 

1.2 Status Master

  • User creates Status Master, and change status Active and Inactive for the created Status Master
  • Duplicate Status Master are not allowed
  • Added Status Master are displayed in table

Note: If user want to inactive one Status Master, then user should transfer all the Employees in the existing Status Master to another Status Master

  • Click on Add Icon
  • User can add new Status Master in field
  • Click on the Submit button, a new Status Master is added to the table
  • User can update the Status Master name by clicking on image, after updating click on “save” icon image Updated text is saved

1.3 Client Associate Type:

1.3.a Associate Type:

  • User creates Associate Types by selecting Associate Type radio button, and change status Active and Inactive for the created Associate Types
  • Duplicate Associate Types are not allowed
  • Added Associate Types are displayed in table

Note: If user want to inactive one Associate Types, then user should transfer all the Employees in the existing Associate Types to another Associate Types

  • Click on Add Icon
  • User can add new Associate Type in field
  • Click on the Submit button, a new Associate Type is added to the table
  • User can update the Associate Type name by clicking on  image, after updating click on “save” icon image Updated text is saved

1.3.b Qualifications:

  • User creates Qualifications by selecting Qualifications radio button, and change status Active and Inactive for the created Qualifications
  • Duplicate Qualifications are not allowed
  • Added Qualifications are displayed in table

Note: If user want to inactive one Qualification, then user should transfer all the Employees in the existing Qualification to another Qualification

  • Click on Add Icon
  • User can add new Qualification in field
  • Click on the Submit button, a new Qualification is added to the table
  • User can update the Qualification name by clicking on image, after updating click on “save” icon image Updated text is saved

1.3.c Specializations:

  • User creates Specializations by selecting Specializations radio button, and change status Active and Inactive for the created Specializations
  • Duplicate Specializations are not allowed
  • Added Specializations are displayed in table

Note: If user want to inactive one Specializations, then user should transfer all the Employees in the existing Specialization to another Specialization

  • Click on Add Icon
  • User can add new Specialization in field
  • Click on the Submit button, a new Specializations is added to the table
  • User can update the Specialization name by clicking on  image, after updating click on “save” icon image Updated text is saved

1.4 Leave Policies:

  • Super Admin can see common rules for all leave types
  • Super Admin can edit common rules by clicking on Edit button
  • Super admin able to see default leave types and if admin wants to edit the leave type can edit by clicking on Edit button
  • Click on Submit button, edited data will save

2. Sales Manager:

2.1 Live Tracking:

  • Super Admin can see branch wise, manager wise all employees live tracking

2.2 Clients Reports:

  • Super Admin can see branch wise, manager wise all employees clients reports

2.3 Employee Activity Report:

  • Super Admin can see branch wise, manager wise all employees activity reports

2.4 Employee Tracking Log Report:

  • Super Admin can see branch wise, manager wise all employees tracking log reports

3. Super Admin:

3.1 Client Associate Reports:

  • Super Admin can see Associate Type wise, Qualification wise and Specialization wise all employees' reports

3.2 Monthly Attendance Reports:

  • Super Admin can see branch wise, manager wise all employees' monthly attendance reports
Spryple is a one-stop solution for all your Attendance, Payroll, and HR needs, empowering businesses to expand rapidly and with unparalleled flexibility.
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