How can we help?

Getting Started

3

• About OfficePortal
• Set up Your Free OfficePortal Account for Streamlined HR Software
• Install and configure OfficePortal mobile applications

Employees

19

• Employees directory in OfficePortal HRMS
• Add employees manually to the OfficePortal
• Easy steps Import Employees to OfficePortal
• How to add a profile picture for an employee in the OfficePortal
• How to Easily Invite Employees to Access OfficePortal and Update Work Information
• How to Update Employee Education and Experience Details in OfficePortal
• How to Upload and Save Essential Documents in OfficePortal’s Cloud System
• How to Add Bank and Compensation Details in OfficePortal
• How to Add Emergency Contacts in OfficePortal
• Loans and salary advances

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Inbox

2

• Status Updates
• Delegation Settings

Time Tracker

8

• Time tracker overview
• Projects
• Clients
• Contacts
• My Tasks
• My Timesheet
• My team timesheet
• Time tracker Reports

Attendance Tracker

8

• Attendance tracker overview
• My attendance
• My team attendance
• My Shifts
• My team’s shift
• Check-in Check-out report
• Entry / Exit Report
• Employee Attendance Report

Leave Tracker

7

• My Leaves
• My Team Leaves
• Holidays
• Leave roll over
• Comp-off Request
• How to Apply Comp-off Leave
• Customise  Balance

Assets

6

• Assets Overview
• Add assets
• Asset image
• Assign assets
• Asset history
• Revoke assets

Payroll

44

• Payroll overview
• Dashboard
• Pay Schedule
• Labour welfare fund LWF
• Deductions
• Professional tax
• Statutory Components
• Reimbursements
• Earning Components
• CTC Components

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Settings

9

• Office locations
• Vendors
• Brands
• Asset category
• Roles
• Company Profile
• Salary template
• Organisation bank & tax details
• Approval workflow

Account Settings

1

• Roles

Payroll Settings

23

• What is Vehicle Maintenance Reimbursement?
• What is Telephone Reimbursement?
• What is Leave Travel Reimbursement (LTA)?
• What is Fuel Reimbursement?
• What is Driver Reimbursement?
• What is Gratuity?
• What is Employees State Insurance (ESI)?
• What is Employee Provident Fund (EPF)?
• Salary Revision Letter Template
• Final Settlement Template

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Asset Fields

2

• Asset category
• Brands

Leave Tracker Settings

2

• Leave Type
• Calendar Settings

Attendance Tracker Settings

4

• Geo-fencing
• Shift Settings
• Check-in / Check-out settings
• Employee Check in/ Check out Setting

Performance Management Settings

4

• Performance Management Settings Overview
• Performance Management Configuration
• Bucket Types
• Assessment Questions

Home

3

• OfficePortal Dashboard
• Feeds
• Announcements

Performance management

5

• What is Performance Review ?
• My Goals
• My performance
• My Team performance
• Individual Cycle Customisation