General
General Introduction
Welcome to Primova - a comprehensive property management and HR system designed to streamline your real estate operations and workforce management. This platform integrates all essential business functions into one unified solution, from property listings and customer enquiries to employee management and HR operations.
System Overview:
- All-in-One Platform: Manage properties, employees, customers, and operations from a single interface
- Property Management: Create, list, and manage property portfolios with advanced search and filtering
- HR Management: Complete employee lifecycle management including attendance, payroll, and leave requests
- Customer Relationship: Track enquiries, manage leads, and maintain customer communications
- Task & Calendar: Organize daily tasks, schedule appointments, and track team activities
- Document Management: Store and manage legal documents, FAQs, and company policies
- Communication Tools: Integrated VoIP calling, notifications, and noticeboard announcements
- Security & Compliance: Role-based access, login tracking, and comprehensive audit trails
đ¯ Key Benefits:
- Centralized Operations: All business functions in one place
- Time Savings: Automated workflows and streamlined processes
- Data-Driven Decisions: Real-time reports and analytics
- Improved Collaboration: Team communication and task management
- Enhanced Security: Role-based access and login monitoring
- Scalability: Grows with your business needs
- Mobile Friendly: Access from any device, anywhere
- Swiss Compliance: Built for Swiss market requirements
đĄ Getting Started:
- Explore the Sidebar: Navigate through different modules using the left sidebar menu
- General Section: Start with customer enquiries and lead management
- Leads Section: Learn about property search tools and listing management
- Employees Section: Understand employee onboarding and management processes
- Management Section: Explore HR modules including attendance, payroll, and leave management
- Information Section: Access legal pages and FAQ management
- Settings Section: Configure system settings, email, and view activity logs
đĸ Who Uses Primova:
- Property Managers: Manage multiple properties and track rental income
- Real Estate Agencies: List properties, manage agents, and track enquiries
- Property Owners: Monitor investments and manage tenant relationships
- HR Departments: Handle employee records, payroll, and compliance
- Business Administrators: Oversee operations and generate reports
đ Documentation Structure:
This documentation is organized by functional modules. Each section contains:
- Feature Overview: Description of what the module does
- Key Features: Detailed list of capabilities and functions
- Screenshots: Visual guides showing the interface (click to zoom)
- Sample Data: Example records and use cases
- How-to Guides: Step-by-step instructions for common tasks
- Best Practices: Tips and recommendations for optimal usage
Customer Enquiries Management
Comprehensive lead management system to track, filter, and manage customer property enquiries. Capture leads from landing pages, view detailed information, and efficiently follow up with potential tenants and buyers. Advanced filtering helps you find the right leads quickly.
Key Features:
- Advanced search by name, email, phone, location, or message
- Filter by role (Tenant, Buyer, Investor)
- Filter by interest type (BUY, RENT, INVEST)
- Filter by property type (Office, Apartment, Villa, etc.)
- Date range filtering (From - To)
- Customizable results per page
- Detailed lead information capture from landing pages
- View and delete actions for each enquiry
đ Enquiries List - Filter & Search
View all customer enquiries with powerful filtering options. Search across multiple fields, filter by role, interest type, property type, and date range. Each enquiry shows lead name, email, phone, role, interest, location, property type, received date, and quick actions. (Click image to zoom)
đ¤ Enquiry Details - Complete Lead Information
View comprehensive details for each enquiry captured from your landing page wizard. See full contact information, preferences, timeline, budget, requirements, and messages. Perfect for follow-up and lead qualification. (Click image to zoom)
đ Captured Information:
- Contact Details: Full name, email, phone number
- Preferences: Contact preference (WhatsApp, Phone, Email)
- Role & Interest: Lead role (Tenant/Buyer) and interest type (BUY/RENT)
- Property Requirements: Type, bedrooms, budget range
- Location: Preferred location/area
- Timeline: When they're looking to move/buy
- Message: Additional requirements and notes
- Timestamp: When the enquiry was received
Leads
Web Scraper - Property Data Import
Automated property data extraction from external real estate platforms. Queue scraping jobs with advanced filters to import property listings directly into your system. Supports multiple platforms like Homegate, Home.ch, and more with async job processing for efficient bulk imports.
Key Features:
- Multi-platform support (Homegate, Home.ch, etc.)
- Advanced filter system for targeted scraping
- Async queue processing for bulk operations
- Filter by category, type, and status
- Region-specific scraping with location filters
- Keyword search across title, address, phone, URL
- Date range filtering (From - To)
- User assignment for scraped properties
- Real-time results table with property details
- Auto-import with images, price, specs, and location
- View scraped data with thumbnails and full details
- Track listing date and creation timestamp
đ Scraper Search - Filter & Run
Configure scraping parameters with comprehensive filters. Select platform (Homegate, Home.ch), set category, type, status, region, assign to users, add keywords, and set date ranges. Click "Run Scraper" to queue the job - it runs asynchronously and you can refresh to see imported properties. (Click image to zoom)
đ Scraped Data Includes:
- Property Images: Thumbnail and full gallery with image count
- Title & Description: Property name, address details, and ID
- Pricing: Rental or sale price in CHF
- Location: Full address with postal code and city
- Property Type: Apartment, Villa, Office, Commercial, etc.
- Status: For rent, for sale, or sold
- Specifications: Number of bedrooms and bathrooms
- Source URL: Original listing link from platform
- Timestamps: Listed date and import creation date
- Gallery Info: Number of available images
⥠How It Works:
- Select Platform: Choose the real estate website to scrape from
- Set Filters: Configure category, type, region, and other parameters
- Add Keywords: Search for specific properties using keywords
- Run Scraper: Click to queue the scraping job (runs in background)
- Refresh Results: Async processing - refresh to see newly imported properties
- Review Data: Check imported properties in the results table
- Manage Properties: Imported properties appear in your Property Management system
đ Supported Platforms:
| Platform | URL | Coverage |
|---|---|---|
| Homegate | homegate.ch | Switzerland - All regions |
| Home.ch | home.ch | Switzerland - All regions |
Property Management
Complete property listing management system for real estate operations. Create, organize, and display property listings with comprehensive details, images, and categorization. Manage everything from apartments and villas to commercial properties with advanced search, filtering, and source tracking.
Key Features:
- Comprehensive property listing with search capabilities
- Filter by status (For Rent, For Sale, Sold)
- Filter by property type (Apartment, Villa, Office, etc.)
- Filter by source (Homegate, Home_ch, Manual)
- Add new listings or import from external sources
- Property categories management (Apartment, Villa, Office)
- Detailed property information with photo galleries
- Rich text descriptions with formatting
- Property specifications (beds, baths, parking, living area)
- Owner contact details management
- Public-facing property pages with ratings and sharing
- View, Edit, and Delete actions
đ Property Listings - Complete Overview
View all properties in one comprehensive list. Search by ID, title, address, city, or agent name. Filter by status, type, and source. Each listing shows location, price, beds/baths, type, status, listing date, source URL, and action buttons. (Click image to zoom)
đ Property Detail Page - Public View
Beautiful property detail pages for your website visitors. Features image galleries with thumbnails, pricing, availability status, property specifications, detailed descriptions, ratings, social sharing, contact agent button, and wishlist functionality. (Click image to zoom)
đ Property Categories List
View all property categories in an organized table. Manage property types with quick edit and delete actions. (Click image to zoom)
đˇī¸ Create Property Category
Organize properties into categories for better classification. Create and manage property types like Apartment, Villa, Office, Commercial, etc. Simple interface to add new categories with just a name field. (Click image to zoom)
â Add New Listing - Property Form (Part 1)
Create new property listings with comprehensive form fields. Select property type, status (For Rent/Sale), source, assign to agent, and add short/long descriptions with rich text formatting. (Click image to zoom)
đ Add New Listing - Property Form (Part 2)
Complete the listing with detailed information including address fields (number, street, city, state, postal code, coordinates), pricing, build year, living area, beds, bathrooms, parking. Add owner details (name, phone, email, notes) and upload property images (primary image and gallery). (Click image to zoom)
đĸ Property Information Captured:
- Basic Info: Property type, status (Rent/Sale), source tracking
- Assignment: Agent assignment for property management
- Descriptions: Short and detailed descriptions with formatting
- Location: Complete address with GPS coordinates
- Specifications: Price, build year, living area (sqft), beds, baths, parking
- Owner Details: Name, phone, email, and notes
- Media: Primary image and multiple gallery images
- Public Features: Ratings, reviews, social sharing, contact agent
Employees
Employee Management
Comprehensive employee onboarding system with a step-by-step wizard that guides you through collecting all necessary employee information. From basic personal details to complex insurance and tax configurations, create complete employee profiles with ease. View, search, filter, and manage all employees from a centralized list with quick actions.
Key Features:
- Employee list with search by name, email, or ID
- Filter employees by role (Agent, Manager, Staff, Consultant)
- Quick edit access with action buttons
- Enable/disable employee status toggles
- Multi-step wizard for organized data collection
- Role-based employee creation with permissions
- Complete personal information management
- Flexible salary configuration (hourly/monthly rates)
- Swiss-specific insurance and tax settings
- Bank details and SMTP email configuration
- Withholding tax and pension management
đ Employee List - Manage All Users
View all employees in a comprehensive list with search, filter, and quick action capabilities. Search by name, email, or ID, filter by role, and use the Edit button to modify employee details or toggle their status. (Click image to zoom)
đ¯ Step 1: Select Role
Start by selecting the employee role which determines permissions and access levels throughout the system. (Click image to zoom)
đ¤ Step 2: Create Employee Account
Fill in basic information to create the employee's system account including name, email, password, and gender. (Click image to zoom)
đ Step 3: Personal Information
Collect detailed personal data including date of birth, nationality, residence permit, marital status, AHV number, and language preferences. (Click image to zoom)
đ° Step 4: Salary & Compensation
Configure salary structure with hourly or monthly rates, estimated hours, employment start date, contract type, and additional notes. (Click image to zoom)
đ Step 5: Address Details
Enter complete residential address including street, house number, P.O. Box, postal code, city, canton, municipality, and country selection. (Click image to zoom)
đĻ Step 6: Bank Details
Add banking information for salary payments including bank/institution name, IBAN, and BIC/SWIFT code. (Click image to zoom)
đĄī¸ Step 7: Insurance Configuration
Set up comprehensive insurance including occupational pension (BVG), accident insurance (UVG), compensation fund, and AHVG contributions with provider details and contribution splits. (Click image to zoom)
đ Step 8: Withholding Tax
Configure Swiss withholding tax settings with code types (Tariff Code, Predefined, Open), tariff codes, dropdowns, free text fields, religion, employment type, and residence/work location details. (Click image to zoom)
đ§ Step 9: Email SMTP Configuration
Configure individual SMTP settings for the employee to send emails directly from their account. Set up mail host, port, encryption, username, and password for personalized email communications. (Click image to zoom)
đĄ Swiss Compliance Features:
- AHV/ALV Integration: Swiss social security number and contribution management
- BVG Pension: Occupational pension provider selection and contribution tracking
- UVG Insurance: Accident insurance (occupational and non-occupational) configuration
- Withholding Tax: Canton-specific tax codes and tariff management
- FAK Fund: Family allowance fund (Familienausgleichskasse) setup
- Canton Selection: Swiss canton and municipality-based settings
Management
HR
4. Attendance Management
Comprehensive employee attendance tracking system with multiple views for efficient workforce management. Mark daily attendance for all employees, view individual attendance calendars, track absences with leave types, and generate attendance summaries. Features quick bulk marking, individual calendar views, and detailed edit screens for complete attendance control.
Key Features:
- Agents Attendance Overview with complete employee list
- Quick "Mark Today" button for bulk attendance marking
- Date picker for marking attendance on specific dates
- "Edit Today" action button for individual employee attendance
- "View Calendar" button for monthly attendance view
- Employee-wise attendance calendar with month/year selection
- Visual calendar grid showing Present, Absent, and No record days
- Attendance percentage calculation (Present/Working days)
- Recent absences tracking with dates
- Leave summary display (Unknown/Total leaves)
- Detailed edit screen with Present/Absent toggle buttons
- Leave Type dropdown for absent employees
- Half-day marking option
- Reason field for absences
- Bulk actions: "Mark all Present" and "Mark all Absent"
- Active status indicators for employees
- Last absent date tracking
- "Back to Attendance" navigation button
đ Agents Attendance Overview - Main Dashboard
Central hub for managing all employee attendance. View complete list of agents with their role, name, active status, last absent date, and leaves summary. The "How this screen works" guide at the top explains quick actions. Use "Mark Today" to quickly mark attendance for all active agents for today, pick any date to jump to that date's attendance edit screen, or click "View Calendar" to see monthly attendance for a specific agent. Each row shows employee status, leave information, and action buttons. (Click image to zoom)
đ Agent Attendance Calendar - Individual View
Monthly calendar view for individual employee attendance tracking. Select employee from dropdown, choose month and year, then click "Apply" to view their attendance. Calendar displays color-coded days: Green dot for Present, Red dot for Absent, and "No record" for unmarked days. The Summary section shows Present/Working days ratio and attendance percentage (0/31 = 0.00% in example). Recent Absences section lists absent dates with red indicators. Click "Back to Attendance" to return to the main overview or use the yellow button to navigate back. (Click image to zoom)
âī¸ Edit Attendance - Detailed Marking Screen
Detailed attendance edit interface for marking employee presence/absence. Select date using date picker with "Go" button (displays "Wed, 24 Dec 2025"). The "How to use this screen" guide provides instructions: choose Present or Absent for each agent, optionally pick Leave Type and Half-day type for absences, and add reasons. Quick bulk actions available: "Mark all Present" or "Mark all Absent" buttons. Table shows Employee Role, Name, Status toggle buttons (green Present/red Absent), Leave Type dropdown (appears for absent employees), Half Day As options, and Reason field. Click "Save Attendance" to submit or "Back to Attendance" to cancel. (Click image to zoom)
đ Attendance Overview Table Columns:
- #: Sequential numbering
- Employee Role: Agent Manager, Staff, Consultant, Agent
- Name: Employee name (e.g., Manager He, staff employee, First User)
- Status: Green "Active" badge indicating employment status
- Last Absent: Most recent absence date (e.g., 23-Dec-2025)
- Leaves Summary: Unknown/Total leave count or "No leaves recorded"
- Actions: "View Calendar" (blue outline) and "Edit Today" (orange filled) buttons
đ Calendar View Features:
- Employee Selector: Dropdown to choose specific employee
- Month & Year: Separate dropdowns for period selection
- Apply Button: Load selected employee's attendance
- Visual Indicators: Green dot (Present), Red dot (Absent), "No record" text
- Summary Stats: Present/Working ratio and attendance percentage
- Recent Absences: List of recent absent dates with red badges
- Navigation: "Back to Attendance" yellow button
âī¸ Edit Attendance Form Fields:
- Date Selection: Date picker with "Go" button and day display
- Bulk Actions: "Mark all Present" and "Mark all Absent" buttons
- Employee Role: Displays role (Agent Manager, Staff, etc.)
- Name: Employee name for each row
- Status Toggle: Green "Present" or Red "Absent" buttons
- Leave Type: Dropdown (visible when Absent selected)
- Half Day As: Option for half-day marking
- Reason: Text field for absence explanation
- Save/Cancel: "Save Attendance" (blue) and "Back to Attendance" (yellow)
⥠How to Use - Complete Workflow:
- Quick Mark Today: From overview, click "Mark Today (24 Dec 2025)" for bulk marking
- Mark Specific Date: Pick any date in date picker and click "Edit Selected Date"
- Edit Screen: Toggle Present (green) or Absent (red) for each employee
- For Absences: Select Leave Type from dropdown, mark Half Day if needed, add Reason
- Bulk Actions: Use "Mark all Present" or "Mark all Absent" for quick updates
- Save Changes: Click "Save Attendance" to submit attendance records
- View Calendar: From overview, click "View Calendar" for individual employee
- Select Period: Choose Employee, Month, and Year, then click "Apply"
- Review Attendance: See monthly calendar with Present/Absent indicators
- Check Summary: View attendance percentage and recent absences
- Navigate Back: Use "Back to Attendance" to return to overview
Sample Attendance Data:
| # | Employee Role | Name | Status | Last Absent | Leaves Summary |
|---|---|---|---|---|---|
| 1 | Agent Manager | Manager He | Active | 23-Dec-2025 | Unknown: 1, Total: 1 |
| 2 | Staff | staff employee | Active | 23-Dec-2025 | No leaves recorded |
| 3 | Consultant | consultant employee | Active | 23-Dec-2025 | No leaves recorded |
| 4 | Agent | First User | Active | 23-Dec-2025 | Unknown: 1, Total: 1 |
đ Attendance Tracking Benefits:
- Time Efficiency: Quick bulk marking saves time for daily attendance
- Visual Overview: Calendar view provides instant monthly attendance snapshot
- Leave Integration: Link absences to leave types for accurate tracking
- Historical Data: Track last absent dates and recent absence patterns
- Reporting Ready: Attendance percentage and summaries for payroll
- Flexibility: Mark attendance for any date, not just today
- Detailed Tracking: Half-day options and reason fields for clarity
1. Leave Types Management
Comprehensive leave type management system for and organizing all types of employee leave categories. Create unlimited leave types with annual allocations, view all types in an organized table, and manage them with quick edit and delete actions. Perfect for setting up Casual Leave, Sick Leave, Vacation, and any custom leave types your organization needs.
Key Features:
- Create unlimited leave type categories
- Set annual leave allocation per type (days per year)
- Clean table view with all essential information
- Sequential numbering for easy reference
- Display creation timestamps for tracking
- Quick action buttons (Edit and Delete)
- "+ Add Leave Type" button for instant creation
- Full CRUD operations (Create, Read, Update, Delete)
- Organize leave categories for payroll integration
- Support for various leave types (Casual, Sick, Vacation, etc.)
đ Leave Types List - View & Manage
Complete table view showing all leave types with numbering, leave type name, annual allocation (number of leaves per year), creation date, and action buttons. Add new leave types using the "+ Add Leave Type" button at top right. Edit existing types with the blue Edit button or remove them with the red Delete button. (Click image to zoom)
đ Table Columns:
- #: Sequential numbering for easy reference
- Leave Type: Name of the leave category (e.g., Casual, Sick, Vacation)
- No. of Leaves / Year: Annual allocation count per employee
- Created At: Timestamp when the leave type was created
- Actions: Edit (blue button) and Delete (red button)
⥠How to Use:
- View All Types: See complete list of leave types in the table
- Add New Type: Click "+ Add Leave Type" button at top right
- Enter Details: Provide leave type name and annual allocation
- Save: Submit to create the new leave type
- Edit Type: Click blue "Edit" button to modify existing type
- Delete Type: Click red "Delete" button to remove type
- Track Creation: View creation dates in "Created At" column
Sample Leave Types:
| # | Leave Type | No. of Leaves / Year | Created At |
|---|---|---|---|
| 1 | Casual | 20 days | 24 Dec 2025 |
| 2 | Sick Leave | 12 days | 24 Dec 2025 |
| 3 | Vacation Leave | 25 days | 24 Dec 2025 |
| 4 | Maternity Leave | 90 days | 24 Dec 2025 |
| 5 | Paternity Leave | 10 days | 24 Dec 2025 |
đĄ Common Leave Types:
- Casual Leave: General purpose leave for personal matters (20 days/year)
- Sick Leave: Medical illness or health-related absences (12 days/year)
- Vacation Leave: Annual vacation and holiday time (25 days/year)
- Maternity Leave: Childbirth and post-natal care (90 days/year)
- Paternity Leave: Father's leave for newborn care (10 days/year)
- Bereavement Leave: Family loss and funeral attendance (5 days/year)
- Study Leave: Educational courses and examinations (15 days/year)
8. Vacation Request Management
Comprehensive vacation and leave request management system with complete admin approval workflow. Review all employee vacation requests in an organized table, view detailed request information, approve or reject requests with decision notes, track request status with visual badges, and manage attachments. Features include automated status tracking (Approved, Pending, Rejected), date range validation, duration calculations in days, and streamlined admin actions for efficient leave management.
Key Features:
- HR Requests list view with comprehensive table display
- Table columns: #, Requester, Type, Dates, Days, Status, Action
- Employee request submission with leave type selection (Vacation, Sick Leave, etc.)
- Date range picker for start and end dates
- Automatic day calculation between selected dates
- Status badges with color coding: Green "APPROVED", Yellow "PENDING", Red "REJECTED"
- "View" action button for detailed request inspection
- Request detail blade with complete information display
- Admin Action section for approve/reject workflow
- Action dropdown with options: Approve, Reject
- Decision Note field (required for reject actions) for audit trail
- Attachment support with "No attachments" indicator
- Optional employee note field for request justification
- Breadcrumb navigation: Home / HR Requests / Request #
- Status display at top of detail view for quick reference
- Date format display with arrow separator (2025-12-25 â 2025-12-26)
- Automated email notifications to employees upon approval/rejection
- Complete request history and audit trail
đ HR Requests List - Admin View
Comprehensive table view of all vacation requests submitted by employees. Admin can review requester names, request types, date ranges, duration in days, current status with color-coded badges (APPROVED, PENDING, REJECTED), and take action with "View" button to see full details. Table displays "Showing 1 to 1 of 1" pagination indicator. Request example shows: First User requesting Vacation for 2025-12-25 to 2025-12-26 (2.00 days) with APPROVED status. (Click image to zoom)
đī¸ Request Detail View - Admin Action
Detailed request blade showing Request #3 with complete information. Display includes: Requester (First User), Type (Vacation), Dates (2025-12-25 â 2025-12-26), Days (2.00), Note section (empty), Attachments section (No attachments.), Status badge (APPROVED in green), and Admin Action panel. The Admin Action section allows administrators to Approve or Reject requests using the Action dropdown, with a "Decision Note (required for reject)" textarea field for adding rejection reasons or approval comments. Back button provided for navigation. (Click image to zoom)
đ Sample Vacation Request Workflow:
| # | Requester | Type | Date Range | Days | Status |
|---|---|---|---|---|---|
| 3 | First User | Vacation | 2025-12-25 â 2025-12-26 | 2.00 | APPROVED |
| 2 | Sarah Johnson | Sick Leave | 2025-12-20 â 2025-12-22 | 3.00 | PENDING |
| 1 | Alex Martinez | Annual Leave | 2025-12-01 â 2025-12-05 | 5.00 | REJECTED |
đĄ How to Process Vacation Requests:
- Access Requests: Navigate to Management â HR â Vacation Requests to view all submissions
- Review List: Check the HR Requests table showing requester names, leave types, dates, and current status
- View Details: Click "View" button to open detailed request information blade
- Verify Information: Review requester, type, date range, duration, employee note, and attachments
- Check Status: See current status badge (APPROVED/PENDING/REJECTED) at top of detail view
- Take Action: In Admin Action section, select "Approve" or "Reject" from Action dropdown
- Add Note: For rejections, fill the "Decision Note (required for reject)" field with reason
- Submit Decision: Click submit button to process the request and notify employee
- Confirmation: System automatically updates status and sends email notification to requester
- Return to List: Click "Back" button to return to HR Requests list view
â Admin Action Options:
- Approve: Accept vacation request, update status to APPROVED, send confirmation email to employee
- Reject: Decline request, requires Decision Note explaining reason, sends rejection notification
- Decision Note: Optional for approvals, mandatory for rejections, stored in audit trail
- Status Updates: Automatic status change upon action submission with timestamp
- Email Notifications: Automated emails sent to employees with decision details
- Audit Trail: Complete history of all actions, notes, and status changes maintained
5. Payroll System
Complete payroll management system with dashboard overview, detailed payrun tracking, and comprehensive payment processing. View payroll summaries with filtering options, generate monthly/yearly/custom period payruns, track payment statuses, manage earnings and deductions, and maintain complete payment history. Features automated calculations, bulk payment processing, and detailed individual payrun views.
Key Features:
- Payroll Dashboard with Summary and Payrun list
- Period Type tabs: Monthly, Yearly, Custom Period
- Quick action buttons: Prev, This Month, Next, Bulk Payment, Create Payrun
- Advanced filters: Month selector, Employee dropdown, Status filter
- Search by name/email and results per page control
- Payroll Summary cards: Total Payruns, Total Gross, Total Paid, Outstanding
- Status breakdown: Draft, Approved, Partial, Paid counts
- Payruns table: Employee, Period, Reference, Gross, Net, Paid, Balance, Status, Actions
- Status badges: Green "Paid" with green background
- "View" button for detailed payrun information
- Detailed Payrun view with unique reference code
- Payrun Information section: Employee, Status, Dates, Reference, Salary Type, Currency
- Approval tracking: Approved At timestamp and Approved By admin
- Payrun Items breakdown: Earnings (Base Salary) with green badge
- Automatic calculations: Total Earnings, Total Deductions, Gross Pay, Net Pay
- Payment Summary sidebar: Net Amount, Total Paid, Balance Due
- Payment History with completion status badge
- Payment method tracking (e.g., Bank_transfer)
- "Back" button for navigation to payroll list
đ Payroll Dashboard - Overview & List
Comprehensive payroll dashboard with summary cards and filterable payrun list. Top section shows "Payroll Summary" for period 01.12.2025 - 31.12.2025 with quick navigation buttons (Prev, This Month, Next, Bulk Payment, Create Payrun). Summary displays 3 Payruns, Total Gross CHF 63'000.00, Paid CHF 55'000.00, and Outstanding CHF 0.00 with status breakdown (Draft: 0, Approved: 0, Partial: 0, Paid: 3). Filter section includes Period Type tabs, Month selector, Employee dropdown, Status filter, search box, and per page control. The "Payruns" table (showing 1-3 of 3) lists all payrun records with employee details, period dates, reference codes, gross/net amounts, paid amounts, balance, green "Paid" status badges, and "View" action buttons. (Click image to zoom)
đ Detailed Payrun View - Individual Payment Tracking
Detailed view of individual payrun with reference "PR-202512-8GVXHNQU". Left section shows "Payrun Information" with employee (consultant employee - cons@gmail.com), green "Paid" status badge, Period Start (01.12.2025), Period End (31.12.2025), Pay Date (31.12.2025), Reference code, Salary Type (Fixed), Currency (CHF), approval timestamp (23.12.2025 18:33), and approver (Super Admin). "Payrun Items" section displays earnings/deductions table with Type column (green "Earning" badge), Label (Base Salary), and Amount (CHF 3'000.00), followed by Total Earnings (CHF 3'000.00), Total Deductions (CHF 0.00), Gross Pay (CHF 3'000.00), and Net Pay (CHF 3'000.00). Right sidebar shows "Payment Summary" with Net Amount (CHF 3'000.00), Total Paid (CHF 3'000.00), and Balance Due (CHF 0.00 in green). Payment History section lists 1 payment with date (23.12.2025), amount (CHF 3'000.00), method (Bank_transfer), and green "Completion" badge. Yellow "Back" button at top for navigation. (Click image to zoom)
đ Payroll Dashboard Elements:
- Summary Cards: Payruns count (3), Total Gross (CHF 63'000.00), Paid (CHF 55'000.00), Outstanding (CHF 0.00)
- Status Breakdown: Draft: 0, Approved: 0, Partial: 0, Paid: 3
- Period Types: Monthly (active), Yearly, Custom Period tabs
- Quick Actions: Prev/Next month navigation, "This Month", "Bulk Payment", "Create Payrun"
- Filters: Month date picker, Employee dropdown (All Employees), Status dropdown (All)
- Search: Text search by name/email with "Apply" and "Reset" buttons
- Results Control: Per page selector (15, 25, 50, 100 results)
đ Payruns Table Columns:
- Employee: Name and email (e.g., "consultant employee - cons@gmail.com")
- Period: Date range with pay date (e.g., "2025-12-01 - 2025-12-31, Pay date: 2025-12-31")
- Reference: Unique payrun code (e.g., "PR-202512-8GVXHNQU")
- Gross: Total gross salary (e.g., "CHF 3'000.00")
- Net: Net salary after deductions (e.g., "CHF 3'000.00")
- Paid: Amount paid (e.g., "CHF 3'000.00")
- Balance: Outstanding balance (e.g., "CHF 0.00")
- Status: Green "Paid" badge
- Actions: "View" button (blue outline) to see details
đ Detailed Payrun Information:
- Employee Details: Name with email below
- Status Badge: Green "Paid" indicator
- Period Dates: Start date, End date, Pay date
- Reference Code: Unique identifier (PR-202512-8GVXHNQU format)
- Salary Type: Fixed or Hourly
- Currency: CHF (Swiss Franc)
- Approval Info: Approved At timestamp (DD.MM.YYYY HH:MM), Approved By admin name
đ° Payrun Items Breakdown:
- Type Column: Green "Earning" badge for salary components
- Label: Description (e.g., "Base Salary", "Overtime", "Bonus")
- Amount: Value in CHF
- Total Earnings: Sum of all earning items
- Total Deductions: Sum of all deduction items (tax, insurance, etc.)
- Gross Pay: Total Earnings calculation
- Net Pay: Gross Pay minus Total Deductions
đŗ Payment Summary & History:
- Net Amount: Final payable amount (CHF 3'000.00)
- Total Paid: Amount already disbursed (CHF 3'000.00)
- Balance Due: Remaining amount (CHF 0.00 in green if fully paid)
- Payment History: List of payments with count (e.g., "1 payment(s)")
- Payment Date: Transaction date (e.g., "23.12.2025")
- Payment Amount: Amount paid (CHF 3'000.00)
- Payment Method: Bank_transfer, Cash, Check, etc.
- Status Badge: Green "Completion" badge for successful payments
⥠Complete Payroll Workflow:
- Dashboard Overview: View payroll summary with total gross, paid, and outstanding amounts
- Filter Payruns: Select month, employee, or status to narrow down results
- Search: Use search box to find specific employee payruns by name/email
- Navigate Periods: Use Prev/This Month/Next buttons for quick period changes
- Create Payrun: Click "Create Payrun" to generate new salary payments
- View Details: Click "View" button to see individual payrun breakdown
- Review Information: Check employee details, period dates, and salary type
- Verify Items: Review earnings (Base Salary) and deductions
- Check Calculations: Confirm Total Earnings, Deductions, Gross Pay, Net Pay
- Review Approval: See who approved and when
- Check Payment: View Payment Summary with amounts and balance
- Payment History: Track all payments with dates, methods, and statuses
- Bulk Processing: Use "Bulk Payment" for multiple payrun payments
- Navigate Back: Use "Back" button to return to dashboard
Sample Payroll Data:
| Employee | Period | Reference | Gross | Net | Status |
|---|---|---|---|---|---|
| consultant employee cons@gmail.com |
2025-12-01 â 2025-12-31 Pay: 2025-12-31 |
PR-202512-8GVXHNQU | CHF 3'000.00 | CHF 3'000.00 | Paid |
| Manager He manager@primova.com |
2025-12-01 â 2025-12-31 Pay: 2025-12-31 |
PR-202512-AEBFEDL2 | CHF 50'000.00 | CHF 50'000.00 | Paid |
| First User agent@gmail.com |
2025-12-01 â 2025-12-31 Pay: 2025-12-31 |
PR-202512-XYZABC12 | CHF 10'000.00 | CHF 10'000.00 | Paid |
đĄ Payroll System Benefits:
- Centralized Management: All payruns in one dashboard with filtering
- Automatic Calculations: System computes gross, net, and deductions automatically
- Payment Tracking: Complete history of all payments with methods and dates
- Status Management: Track Draft, Approved, Partial, and Paid statuses
- Approval Workflow: Record who approved and when for audit trails
- Multi-currency Support: CHF and other currencies as needed
- Bulk Processing: Handle multiple payrun payments efficiently
- Detailed Breakdown: View earnings, deductions, and payment details
- Balance Tracking: Monitor outstanding amounts at a glance
6. Salary Management
Comprehensive employee salary overview system with real-time calculations based on attendance hours and monthly rates. View all employee salary structures, track daily, weekly, and monthly earnings, support multiple salary types (Fixed, Hourly, Not Configured), and monitor salary calculations with automatic totals. Perfect for payroll processing and salary transparency.
Key Features:
- Employee Salary Summary with comprehensive table view
- Period-based calculations: Today, Week, and Month views
- Date range display for each period (From â To)
- Multiple salary types support: Fixed Salary, Hourly Rate, Not Configured
- Color-coded salary type badges (Yellow, Blue, Teal)
- Rate display in CHF currency (hourly or monthly)
- Real-time hours tracking (Today, Week, Month)
- Automatic salary calculations based on hours worked
- Employee details: Name, Role, and Email
- "View Details" button for individual employee salary breakdown
- Total row with aggregated hours and salary amounts
- Employee count display (e.g., "Employees: 5")
- Formula: Daily, weekly and monthly salary totals based on attendance hours à monthly salary
đ° Salary List - Complete Overview
Comprehensive salary management dashboard showing all employees with their salary types, rates, and earnings across different time periods. The header displays "Daily, weekly and monthly salary totals based on attendance hours à monthly salary." View period filters at the top (Today: 2025-12-24, Week: 2025-12-22 â 2025-12-28, Month: 2025-12-01 â 2025-12-31). Table shows employee name with role and email, salary type badges, rate in CHF, today's hours and salary, week hours and salary, month hours and salary, and action buttons. The total row aggregates all salary amounts. Click "View Details" to see individual employee salary breakdown. (Click image to zoom)
âī¸ Edit Salary Details
Edit individual employee salary configurations. Modify salary type (Fixed/Hourly), update rates, adjust calculations, and manage compensation structures with a user-friendly form interface. (Click image to zoom)
đ Salary Table Columns:
- Employee: Name with role and email (e.g., "First User - Role: Agent âĸ agent@primova.com")
- Salary Type: Color-coded badges - "Not configured" (Yellow), "Fixed Salary (Monatslohn)" (Blue), "Hourly Rate (Stundenlohn)" (Teal)
- Rate: Salary rate in CHF currency (e.g., "â", "3,000.00 CHF/month", "0.00 CHF/hour")
- Today Hours: Hours worked today (e.g., "0.00")
- Today Salary: Calculated salary for today (e.g., "0.00", "3,000.00")
- Week Hours: Total hours worked this week (e.g., "0.00")
- Week Salary: Calculated salary for the week (e.g., "0.00", "3,000.00")
- Month Hours: Total hours worked this month (e.g., "0.00")
- Month Salary: Calculated salary for the month (e.g., "0.00", "3,000.00", "50,000.00")
- Action: "View Details" button (blue outline) for individual breakdown
đŧ Salary Types Explained:
- Not configured: Employee salary structure not yet set up (Yellow badge)
- Fixed Salary (Monatslohn): Monthly fixed rate regardless of hours worked (Blue badge)
- Hourly Rate (Stundenlohn): Calculated based on hours worked à hourly rate (Teal badge)
⥠How It Works:
- View Summary: See all employees with their salary configurations at a glance
- Check Periods: Review salary calculations for Today, This Week, and This Month
- Monitor Hours: Track hours worked in each period (integrated with attendance)
- Automatic Calculations: System calculates salary = hours à rate automatically
- Fixed Salary: Monthly fixed amounts appear in all period calculations
- Hourly Rate: Salary calculated only when hours are logged
- View Details: Click "View Details" button for individual salary breakdown
- Check Totals: Review aggregated totals at the bottom row
- Export/Process: Use for payroll processing and salary disbursements
Sample Salary Records:
| Employee | Role | Salary Type | Rate | Month Salary |
|---|---|---|---|---|
| First User | Agent | Not configured | â CHF | 0.00 |
| consultant employee | Consultant | Fixed Salary | 3,000.00 CHF/month | 3,000.00 |
| Manager He | Agent Manager | Fixed Salary | 50,000.00 CHF/month | 50,000.00 |
| staff employee | Staff | Hourly Rate | 0.00 CHF/hour | 0.00 |
| First User | Agent | Fixed Salary | 10,000.00 CHF/month | 10,000.00 |
| Totals | 63,000.00 | |||
đĄ Integration & Benefits:
- Attendance Integration: Hours automatically pulled from attendance records
- Real-time Calculations: Salary computed instantly based on logged hours
- Multi-period View: Compare daily, weekly, and monthly earnings at once
- Payroll Ready: Export data directly for payroll processing
- Transparency: Employees can view their salary calculations
- Flexible Rates: Support different compensation structures (fixed vs hourly)
- Accurate Totals: Automatic aggregation prevents calculation errors
- Currency Support: CHF (Swiss Franc) with proper formatting
2. Holidays Management
Comprehensive company-wide holiday calendar management system. Define and track official holidays, public holidays, and company-specific days off. View all holidays in a clean table format with dates, occasions, and weekdays. Add new holidays with the quick-access button, edit existing entries, or remove outdated holidays with simple action buttons.
Key Features:
- Create and manage unlimited company holidays
- Clean table view with date, occasion, and day columns
- Sequential numbering for easy reference
- Full date format display (YYYY-MM-DD)
- Occasion/holiday name labeling
- Automatic weekday display (Monday, Tuesday, etc.)
- Quick action buttons (Edit and Delete)
- "+ Add Holiday" button for instant creation
- Full CRUD operations support
- Integration with attendance and leave systems
- Prevent working day calculations on holidays
đ Holidays List - View & Manage
Complete holiday calendar table showing numbering, full date, occasion name, day of the week, and action buttons. Add new holidays using the "+ Add Holiday" button at top right. Edit existing holidays with the blue Edit button or remove them with the red Delete button. Perfect for managing public holidays, company events, and official days off. (Click image to zoom)
đ Table Columns:
- #: Sequential numbering for easy reference
- Date: Full holiday date in YYYY-MM-DD format
- Occasion: Holiday name or event title (e.g., Christmas, New Year)
- Day: Day of the week (Monday, Tuesday, Wednesday, etc.)
- Actions: Edit (blue button) and Delete (red button)
⥠How to Use:
- View All Holidays: See complete list of holidays in the table
- Add New Holiday: Click "+ Add Holiday" button at top right
- Enter Details: Provide date, occasion name, and it auto-detects day
- Save: Submit to create the new holiday
- Edit Holiday: Click blue "Edit" button to modify existing entry
- Delete Holiday: Click red "Delete" button to remove holiday
- Attendance Integration: System automatically excludes holidays from work days
Sample Holiday Calendar:
| # | Date | Occasion | Day |
|---|---|---|---|
| 1 | 2025-12-25 | Christmas | Thursday |
| 2 | 2026-01-01 | New Year's Day | Thursday |
| 3 | 2026-04-10 | Good Friday | Friday |
| 4 | 2026-04-13 | Easter Monday | Monday |
| 5 | 2026-08-01 | Swiss National Day | Saturday |
đ Common Holiday Types:
- Public Holidays: Christmas, New Year's Day, Easter, National Day
- Religious Holidays: Good Friday, Easter Monday, Ascension Day, Pentecost
- National Celebrations: Independence Day, Constitution Day, Founding Day
- Company Events: Founder's Day, Company Anniversary, Team Building Day
- Seasonal Breaks: Winter Break, Summer Shutdown, End of Year Closure
- Canton-Specific: Canton holidays and regional celebrations (Switzerland)
3. Awards & Recognition
Comprehensive employee recognition system for celebrating achievements, exceptional performance, and milestones. Create and assign awards with custom names, optional gifts, cash prizes, and track them by month and year. Maintain a complete awards history with employee details, view all recognitions in an organized table, and manage them with quick action buttons.
Key Features:
- Create custom awards with flexible naming
- Employee selection dropdown for award assignment
- Optional gift field for non-monetary rewards
- Optional cash prize field for monetary incentives
- Month selector for monthly recognition tracking
- Year selector for annual period tracking
- Complete awards list with all details in table format
- Employee name and code display for easy identification
- Quick Edit and Delete action buttons
- "Add Award" button for instant award creation
- Track recognition history over time
- Cancel option to discard changes
đ Awards List - View All Recognitions
Complete table view showing all employee awards with numbering, employee name and code, award title, gift description, cash prize amount, month, year, and action buttons. Click "Add Award" at top right to create new recognition. Use Edit button (blue) to modify existing awards or Delete button (red) to remove entries. Perfect for tracking employee achievements and maintaining recognition history. (Click image to zoom)
đ Create Award - Recognition Form
User-friendly form to create new employee awards. Select employee from dropdown, enter award name (e.g., "Agent of the Month"), optionally add gift description (e.g., "Dinner voucher"), set cash prize amount (e.g., "150"), choose month and year for the recognition period. Click "Save Award" to create the recognition or "Cancel" to discard. Perfect for monthly, quarterly, or annual employee recognition programs. (Click image to zoom)
đ Awards List Table Columns:
- #: Sequential numbering for easy reference
- Employee: Employee name with code (e.g., "staff employee - Code: Staff")
- Award: Award title/name (e.g., "oscar", "Employee of the Month")
- Gift: Gift description or "â" if none specified
- Cash Prize: Monetary reward amount (e.g., "150", "500")
- Month: Recognition month (e.g., "December")
- Year: Recognition year (e.g., "2025")
- Actions: Edit (blue outline) and Delete (red filled) buttons
đ Create Award Form Fields:
- Employee: Dropdown selector with "Select employee" placeholder
- Award Name: Text field with placeholder "e.g. Agent of the Month"
- Gift (optional): Text field with placeholder "e.g. Dinner voucher"
- Cash Prize (optional): Number field with placeholder "e.g. 150"
- For Month: Month dropdown (January through December)
- For Year: Year dropdown selector (e.g., 2025, 2026)
- Action Buttons: "Cancel" (yellow outline) and "Save Award" (blue filled)
⥠How to Use:
- View Awards: See complete list of all employee recognitions in the table
- Click Add Award: Click "Add Award" button at top right to create new
- Select Employee: Choose employee from the dropdown list
- Enter Award Name: Provide descriptive award title
- Add Gift (Optional): Specify gift if applicable (e.g., voucher, certificate)
- Set Cash Prize (Optional): Enter monetary reward amount
- Choose Period: Select month and year for the recognition
- Save Award: Click "Save Award" to create the recognition
- Edit Award: Use blue Edit button to modify existing entries
- Delete Award: Use red Delete button to remove recognitions
Sample Awards:
| # | Employee | Award | Gift | Cash Prize | Month | Year |
|---|---|---|---|---|---|---|
| 1 | staff employee Code: Staff |
oscar | â | 150 | December | 2025 |
| 2 | Alex Martinez Code: AM001 |
Employee of the Month | Dinner Voucher | 500 | November | 2025 |
| 3 | Rachel Green Code: RG002 |
Best Performance | Gift Certificate | 300 | October | 2025 |
| 4 | Tom Hardy Code: TH003 |
Innovation Award | Trophy + Certificate | 1000 | December | 2025 |
đ Award Types & Ideas:
- Monthly Recognition: Employee of the Month, Top Performer, Best Attendance
- Quarterly Awards: Quarter Star, Sales Champion, Service Excellence
- Annual Recognition: Employee of the Year, Lifetime Achievement, Innovation Award
- Performance Based: Top Sales, Best Customer Service, Project Excellence
- Behavioral Awards: Team Player, Leadership Award, Most Helpful
- Milestone Awards: Years of Service (5/10/15/20 years), Retirement Recognition
- Special Recognition: Going Above and Beyond, Problem Solver, Safety Award
7. Noticeboard
Post and manage company-wide announcements and notices. Create, edit, and organize company announcements with active/inactive status control, chronological listing, and quick action buttons for easy management.
Key Features:
- Post company announcements
- Active/Inactive status control
- Chronological listing
- Pin important notices to top
- Schedule future announcements
- Quick edit and delete actions
- Notice creation with title and description
đ Noticeboard List - All Announcements
View all company notices in a comprehensive list with status indicators, action buttons, and quick access to create new announcements. (Click image to zoom)
âī¸ Create/Edit Notice
Create or edit company notices with title, description, and status control. Simple form interface for quick announcement management. (Click image to zoom)
Sample Notices:
đ Holiday Announcement Active
The office will be closed from Dec 24-26 for Christmas holidays. Happy holidays to all!
Posted: Dec 20, 2025
đĸ Team Meeting Active
All-hands meeting scheduled for Dec 27 at 10:00 AM. Attendance is mandatory.
Posted: Dec 18, 2025
đĄ New Policy Update Inactive
Updated work-from-home policy effective January 2026. Please review in HR portal.
Posted: Dec 15, 2025
9. Task Management
Comprehensive task assignment and tracking system for managing employee workloads. Assign tasks to agents, employees, and track their status in one place. Organize tasks by employee with expandable sections, set priorities, add descriptions, and monitor completion with detailed status tracking.
Key Features:
- Employee-based task organization with collapsible sections
- Quick overview showing employee ID, email, status, and task count
- Create tasks with title, priority, description, and due date
- Three priority levels: High, Medium, Low
- Optional description field for detailed task instructions
- Date picker for flexible deadline setting
- Task status tracking for monitoring progress
- Action buttons for editing and deleting tasks
- Real-time task count per employee
- Active/Inactive employee status indicators
- Clean task table view with all essential information
- Add Task button for quick task creation
đ Task Management Interface - Employee View
Organize and assign tasks by employee with expandable accordion sections. Each employee card shows their ID, email, active status, and total task count. Click to expand and see the task creation form with fields for title, priority dropdown, optional description, and due date picker. View all assigned tasks in a clean table with columns for task title, priority, status, due date, and action buttons. (Click image to zoom)
đ Task Creation Fields:
- Task Title: Clear, concise name for the task (e.g., "Call 1oo Clients")
- Priority: High, Medium, or Low priority selection
- Description: Optional detailed instructions or notes
- Due Date: Date picker for deadline setting (format: MM/DD/YYYY)
- Add Task Button: Submit and create the task assignment
⥠How to Use:
- Select Employee: Click on an employee section to expand it
- View Summary: See employee ID, email, status, and current task count
- Enter Task Title: Type clear task name in the title field
- Set Priority: Choose High, Medium, or Low from dropdown
- Add Description: Optionally provide detailed instructions
- Set Due Date: Pick deadline using the date picker
- Click Add Task: Submit to create and assign the task
- Manage Tasks: View, edit, or delete tasks using action buttons
Sample Tasks:
| Task | Assigned To | Priority | Due Date | Status |
|---|---|---|---|---|
| Call 1oo Clients | First User (ID: 36) | High | 12/25/2025 | In Progress |
| Prepare Property Reports | Consultant Employee (ID: 39) | Medium | 12/28/2025 | Pending |
| Update Client Database | Staff Employee (ID: 37) | Low | 12/30/2025 | Completed |
đĨ Employee Overview:
consultant employee â (Employee) ID: 39 | Email: cons@gmail.com | Status: Active | Tasks: 1
First User â (Employee) ID: 36 | Email: agent@gmail.com | Status: Active | Tasks: 0
Manager He â (Employee) ID: 38 | Email: manager@primova.com | Status: Active | Tasks: 0
staff employee â (Employee) ID: 37 | Email: staff@gmail.com | Status: Active | Tasks: 1
10. Calendar - Appointments & Schedules
Interactive drag-and-drop calendar system for managing appointments, schedules, and important events. Create draggable events and simply drag them onto any date in the calendar. Perfect for scheduling appointments, meetings, personal events, and important reminders with flexible viewing options.
Key Features:
- Interactive drag-and-drop event scheduling
- Create unlimited draggable events with titles
- Categorize events by type (Appointment, Meeting, etc.)
- Mark events as important with priority flagging
- Multiple view modes: Month, Week, Day, List
- Quick navigation with Today button and arrows
- "My Appointments" personal section for tracking
- Schedule appointment button for quick access
- Filter events by importance level
- Remove after drop option for one-time events
- Color-coded event categories for easy identification
- Full month calendar grid view
đ Calendar Interface - Drag & Drop Scheduling
Intuitive calendar interface with left sidebar for creating draggable events and a full calendar view on the right. Create events by entering a title, selecting type, marking as important, then drag them directly onto any date. View your upcoming appointments in "My Appointments" section and switch between month, week, day, and list views. (Click image to zoom)
đ Event Types & Usage:
- Appointments: Doctor visits, client meetings, consultations
- Personal Events: Birthday parties, anniversaries, celebrations
- Business Meetings: Team meetings, presentations, conferences
- Reminders: Important deadlines, follow-ups, tasks
- Schedules: Recurring activities, shifts, regular commitments
⥠How to Use:
- Create Event: Enter event title in "Draggable Events" section
- Set Type: Select event category from dropdown (Appointment, etc.)
- Mark Important: Check "Important" checkbox if high priority
- Add to List: Click "Add draggable event" to create the event
- Drag & Drop: Simply drag the event from sidebar onto any date
- View & Manage: See your appointments in "My Appointments"
- Switch Views: Use month/week/day/list buttons for different perspectives
- Filter: Use "Important" filter to show only priority events
Sample Calendar Events:
đĨ Dentist Appointment Appointment
Draggable event - Place on desired date
Type: Medical Appointment
đ Birthday Party Personal
Created as draggable event
Type: Personal Event
đ Client Meeting Important
Marked as important priority
Type: Business Appointment
VoIP / Calling System
Calling features, number settings, logs, and VoIP integration tools.
Information
Legal Pages Management
Create, manage, and publish essential legal documents like Privacy Policy, Terms of Service, Cookie Policy, and other compliance-related content. Our intuitive rich text editor makes it easy to format and maintain professional legal pages.
Key Features:
- Create unlimited legal pages with custom titles
- Rich text editor with full formatting capabilities
- Multi-language support for international compliance
- View, edit, and delete pages with quick actions
- Track last updated timestamps automatically
- Clean, professional rendering for end users
đ All Legal Pages - List View
Manage all your legal documents in one organized table. View, edit, or delete pages with a single click. (Click image to zoom)
âī¸ Create New Legal Page
User-friendly form with title field and powerful rich text editor. Add formatted content with headings, lists, bold text, links, and more. (Click image to zoom)
đ Edit Existing Page
Update page title, language, and content seamlessly. Full editing control with the same powerful formatting tools. (Click image to zoom)
đī¸ Public View
Clean, professional display of legal content for your users. Optimized for readability with proper formatting and structure. (Click image to zoom)
đĄ Use Cases:
- Privacy Policy: Detail how you collect, use, and protect user data
- Terms of Service: Define usage terms and user agreements
- Cookie Policy: Explain cookie usage for GDPR compliance
- Refund Policy: Outline refund and return procedures
- Acceptable Use Policy: Define acceptable behavior on your platform
FAQ Management
Build a comprehensive FAQ system with organized categories and detailed Q&A entries. Help your users find answers quickly with a well-structured, searchable knowledge base featuring rich text formatting and multilingual support.
Key Features:
- Create and organize FAQ categories for better navigation
- Add unlimited FAQ entries with questions and rich text answers
- Multi-language support for international audiences
- Category-based FAQ organization with auto-language detection
- Rich text editor for formatted answers with links, lists, and styling
- Quick edit and delete actions for easy management
īŋŊ FAQ List - All Questions & Answers
Comprehensive list view of all FAQ entries with categories, languages, questions, and action buttons. Easily manage your entire FAQ knowledge base from one interface. (Click image to zoom)
īŋŊđ FAQ Categories Management
Organize your FAQs into logical categories. Create categories by language and name to keep content structured. (Click image to zoom)
â Create FAQ Category
Simple form to add new categories. Choose language and enter category name - language is automatically applied to FAQs in that category. (Click image to zoom)
âī¸ Create New FAQ
Add FAQ entries with language selection, category assignment, question field, and rich text answer editor. Full formatting support for comprehensive answers. (Click image to zoom)
đ Edit FAQ
Update existing FAQ entries easily. Modify questions, switch categories, or enhance answers with the rich text editor. (Click image to zoom)
đī¸ FAQ Details View
Clean display of FAQ question and answer with category tags, language indicators, and quick action buttons for editing. (Click image to zoom)
đĄ Use Cases:
- Account Management: Questions about login, password reset, profile settings
- Billing & Payments: Payment methods, invoices, refunds, subscription queries
- Technical Support: Troubleshooting, feature usage, integration help
- General Information: Company info, service details, getting started guides
- Policies: Terms, privacy, data handling, compliance information
Settings
Company Profile
Comprehensive company profile management system with dual-view interface showing company overview card and detailed edit form. Manage all company identity, legal registration, contact information, CEO signatory details, and bank payment information from a centralized profile page. View company summary with logo, legal name, contact details, and CEO signature preview on the left, while editing complete company information on the right side form.
Key Features:
- Company Profile dual-view interface with preview card and edit form
- Company card display with logo/image, legal name, phone, and email
- CEO Signature preview section showing uploaded signature image
- Edit Company Profile form with comprehensive sections
- Company (Legal) section: Legal Company Name, Trading Name (optional)
- Company Registration / CR No. and Tax/VAT Number fields
- Address section with Registered Address (full) textarea
- Contact section: Phone number and Email fields
- CEO / Signatory section: CEO/Owner Full Name, Title (CEO / Managing Director)
- Signature image upload with transparent PNG support
- Upload instructions: "Upload a transparent PNG for best look on contracts"
- Bank / Payment section for company financial details
- Bank Name and Account Holder Name fields
- IBAN (or Account Number) with international support note
- Account Number (optional) field for countries without IBAN
- SWIFT/BIC field for international bank transfers
- "Update Company Profile" button to save all changes
- Breadcrumb navigation: Admin / Company Profile
- File upload with "Choose File" button and no file chosen indicator
đĸ Company Profile Overview - Main Interface
Dual-view interface showing company information. Left side displays Company card with logo image showing "Primova", legal name "Primova", phone "+40770090000", email "info@primova.com", and CEO Signature preview showing cursive "primova" signature. Right side shows "Edit Company Profile" form with Company (Legal) fields: Legal Company Name "Primova", Trading Name (optional) "Primova", Company Registration/CR No. "123456789", Tax/VAT Number "987654321". Address section shows Registered Address (full) textarea with "SW". Contact section displays Phone "+40770090000" and Email "info@primova.com". Breadcrumb navigation at top right: Admin / Company Profile. (Click image to zoom)
âī¸ CEO Signatory & Bank Payment Details
Lower section of Edit Company Profile form showing CEO / Signatory and Bank / Payment sections. CEO section includes: CEO/Owner Full Name "Powl", Title (CEO / Managing Director) "CEO", Signature image (optional) with file upload showing cursive "primova" signature preview, "Choose File" button with "No file chosen" indicator, and upload instructions "Upload a transparent PNG for best look on contracts". Bank / Payment section includes: Bank Name "Swiz bank", Account Holder Name "Powl", IBAN (or Account Number) "123456789" with note "If your country doesn't use IBAN, use Account Number below", Account Number (optional) field empty, and SWIFT/BIC "SWIFT/BIC" field. "Update Company Profile" button at bottom right to save changes. (Click image to zoom)
đ Sample Company Profile Data:
Legal Company Name: Primova
Trading Name: Primova
Company Registration: 123456789
Tax/VAT Number: 987654321
Registered Address: SW
Phone: +40770090000
Email: info@primova.com
CEO/Owner: Powl
Title: CEO
Signature: Uploaded (primova)
đŗ Bank/Payment Information:
Bank Name: Swiz bank
Account Holder: Powl
IBAN: 123456789
SWIFT/BIC: SWIFT/BIC
đĄ How to Update Company Profile:
- Access Profile: Navigate to Settings â Settings â Company Details
- Review Company Card: Check left side preview showing current company info and logo
- Edit Company Legal Info: Update Legal Company Name and Trading Name in Company (Legal) section
- Update Registration: Enter Company Registration/CR No. and Tax/VAT Number
- Enter Address: Fill in complete Registered Address (full) in textarea field
- Contact Details: Update Phone number and Email address
- CEO Information: Enter CEO/Owner Full Name and Title (CEO / Managing Director)
- Upload Signature: Click "Choose File" to upload transparent PNG signature image for contracts
- Bank Details: Fill Bank Name and Account Holder Name
- Payment Info: Enter IBAN or Account Number (for countries without IBAN) and SWIFT/BIC code
- Preview Signature: Check CEO Signature preview on left side company card
- Save Changes: Click "Update Company Profile" button to save all modifications
- Verify Update: Confirm company card updates with new information
⨠Profile Management Features:
- Dual View Interface: Company preview card on left, edit form on right for easy management
- Real-time Preview: CEO signature preview displayed on company card after upload
- Signature Transparency: Support for transparent PNG images for professional contract appearance
- International Banking: IBAN and Account Number fields for global payment support
- Legal Compliance: Separate fields for legal name, trading name, registration, and tax numbers
- Contact Management: Centralized phone and email configuration for company communications
- CEO Authority: Dedicated section for CEO/signatory information with title and signature
- Payment Ready: Complete bank details for invoicing and payment processing
Email SMTP - Company Email Settings
Comprehensive SMTP (Simple Mail Transfer Protocol) configuration system for company-wide outgoing email communications. Configure secure SMTP settings for all system-generated emails including notifications, alerts, reports, and automated messages. Single centralized SMTP configuration ensures consistent email delivery across the entire platform with support for TLS/SSL encryption, authentication, and connection testing.
Key Features:
- Settings page with "Configure SMTP settings for outgoing emails" subtitle
- Important note: "Only one SMTP configuration is stored. Saving will update the existing record."
- Breadcrumb navigation: Settings / Email SMTP
- SMTP Host field for mail server address (e.g., mail@primova.com)
- Port number field with common ports: 587 (TLS), 465 (SSL), 25 (non-encrypted)
- Encryption dropdown: TLS, SSL, or None options for secure connections
- Username field for SMTP authentication (typically email address)
- Password field with masked input (âĸâĸâĸâĸâĸâĸâĸâĸâĸ) for security
- From Address field: Email address used as sender for system emails
- From Name field: Display name shown to recipients (e.g., "Primova")
- Timeout (sec) field: Connection timeout in seconds (default: 30)
- "Verify SSL Peer" checkbox: Enable SSL certificate verification (recommended)
- "Allow Self Signed" checkbox: Allow self-signed SSL certificates (testing only)
- Blue "Save Settings" button to store configuration
- Test email functionality section below configuration form
- "Send Test Email To" input field for recipient email address
- Green "Send Test Email" button to verify SMTP configuration
- Single configuration storage - updates existing record on save
- TLS encryption selected (Port 587 standard)
- Secure password masking for credentials protection
- SSL peer verification enabled for security
đ§ Sample SMTP Configuration:
| SMTP Host: | mail@primova.com |
| Port: | 587 |
| Encryption: | TLS |
| Username: | mail@primova.com |
| Password: | âĸâĸâĸâĸâĸâĸâĸâĸâĸ (masked) |
| From Address: | mail@primova.com |
| From Name: | Primova |
| Timeout: | 30 seconds |
| Verify SSL Peer: | â Enabled |
| Allow Self Signed: | â Disabled |
đĄ How to Configure Email SMTP:
- Access Settings: Navigate to Settings â Settings â Email SMTP
- Enter SMTP Host: Input your mail server address (e.g., mail.company.com, smtp.gmail.com)
- Set Port Number: Enter appropriate port (587 for TLS, 465 for SSL, 25 for unsecured)
- Select Encryption: Choose TLS (recommended), SSL, or None from Encryption dropdown
- Enter Username: Input SMTP authentication username (usually your email address)
- Enter Password: Type your email account password (securely masked with dots)
- Set From Address: Enter email address that will appear as sender
- Set From Name: Enter display name recipients will see (company name recommended)
- Configure Timeout: Set connection timeout in seconds (default 30 is recommended)
- SSL Verification: Check "Verify SSL Peer" for secure connections (recommended)
- Self-Signed Certificates: Only check "Allow Self Signed" for testing environments
- Save Configuration: Click blue "Save Settings" button to store SMTP settings
- Test Configuration: Enter recipient email in "Send Test Email To" field
- Send Test: Click green "Send Test Email" button to verify settings work correctly
- Verify Delivery: Check test recipient inbox to confirm successful email delivery
- Update as Needed: Remember only one configuration is stored - saving updates existing record
đ Security Best Practices:
- Use TLS Encryption: Always select TLS (Port 587) for secure email transmission
- SSL Peer Verification: Keep "Verify SSL Peer" checked to validate server certificates
- Avoid Self-Signed Certificates: Only use "Allow Self Signed" in development/testing environments
- Strong Passwords: Use complex passwords for SMTP account authentication
- Dedicated Email: Use dedicated email account for system emails (e.g., noreply@primova.com)
- Regular Testing: Periodically send test emails to ensure configuration remains functional
- Monitor Failures: Check system logs if emails fail to send
- Timeout Settings: 30-second timeout is standard; adjust if experiencing connection issues
đŽ Common SMTP Providers & Ports:
| Provider | SMTP Host | Port (TLS) | Port (SSL) |
|---|---|---|---|
| Gmail | smtp.gmail.com | 587 | 465 |
| Outlook/Office 365 | smtp.office365.com | 587 | 465 |
| Yahoo | smtp.mail.yahoo.com | 587 | 465 |
| Custom Domain | mail.yourdomain.com | 587 | 465 |
âī¸ System Email Usage:
- Employee Notifications: New account creation, password resets, profile updates
- HR Alerts: Leave request approvals/rejections, attendance reminders, payroll notifications
- Task Assignments: Task creation, deadline reminders, task completion notifications
- Vacation Requests: Approval/rejection notifications to employees
- Awards Recognition: Award announcement emails to recipients
- Noticeboard Updates: Company announcement notifications
- Property Alerts: New listing notifications, enquiry responses
- Customer Enquiries: Auto-responses to customer submissions
- System Alerts: Security notifications, login alerts, error reports
â ī¸ Important Configuration Notes:
- Single Configuration: Only one SMTP configuration is stored system-wide
- Update Behavior: Saving new settings updates the existing record (no history maintained)
- Test Before Production: Always send test email before relying on configuration
- Gmail App Passwords: If using Gmail, enable 2FA and use App Passwords instead of regular password
- Firewall Settings: Ensure ports 587 or 465 are not blocked by firewall
- Email Limits: Some providers limit emails per day; check provider documentation
Admin History - Super Admin Login Logs
Comprehensive security monitoring system tracking all Super Admin login activity with detailed session information. View login history for Super Admin users with advanced filtering by user, event type, and date range. Monitor authentication attempts, track IP addresses, analyze device information, and maintain complete audit trails for security compliance and investigation purposes.
Key Features:
- Super Admin Login Logs page with "View login history for Super Admin users" subtitle
- Breadcrumb navigation: Settings / Super Admin Logs
- Advanced filter panel with multiple criteria
- Super Admin User dropdown filter: "All Super Admins" option to filter by specific admin
- Event dropdown filter: "All Events" option to filter Login/Logout activities
- From Date picker with mm/dd/yyyy format for date range start
- To Date picker with mm/dd/yyyy format for date range end
- Blue "Filter" button with icon to apply selected filters
- Orange "Reset" button to clear all filters and show all logs
- Comprehensive log table with 5 columns: User, Date & Time, Event, IP Address, Device
- User column displays: "Super Admin" label, "ID: 1", "admin@primova.com" email
- Date & Time column shows precise timestamps (e.g., 2025-12-24 13:34:30)
- Event column with color-coded badges: Green "Login" badge, Orange "Logout" badge
- IP Address tracking for security monitoring (e.g., 100.127.4.249, 192.168.0.111, 192.168.0.112, 127.0.0.1)
- Device information with full user agent strings showing browser and OS details
- Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML...) format
- Chronological sorting with most recent activity at top
- Separate login and logout event tracking for complete session monitoring
- Multiple login sessions visible from same user across different timestamps
- Different IP addresses tracked for location-based security analysis
- Localhost (127.0.0.1) and internal network (192.168.x.x) IP detection
- Public IP (100.127.x.x) tracking for remote access monitoring
đ Sample Admin Login Logs:
| User | Date & Time | Event | IP Address | Device |
|---|---|---|---|---|
| Super Admin ID: 1 | admin@primova.com |
2025-12-24 13:34:30 | Login | 100.127.4.249 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| Super Admin ID: 1 | admin@primova.com |
2025-12-24 13:33:20 | Login | 100.127.4.249 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| Super Admin ID: 1 | admin@primova.com |
2025-12-24 13:32:45 | Login | 192.168.0.111 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| Super Admin ID: 1 | admin@primova.com |
2025-12-24 06:20:40 | Logout | 100.127.4.249 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| Super Admin ID: 1 | admin@primova.com |
2025-12-24 06:20:08 | Login | 127.0.0.1 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
đĄ How to Use Admin History:
- Access Logs: Navigate to Settings â Settings â Admin History
- View All Logs: By default, all Super Admin login logs are displayed in chronological order
- Filter by User: Select specific admin from "Super Admin User" dropdown or keep "All Super Admins"
- Filter by Event: Choose event type from dropdown - Login, Logout, or "All Events"
- Set Date Range: Select From Date and To Date to view logs for specific time period
- Apply Filters: Click blue "Filter" button to apply all selected criteria
- Reset Filters: Click orange "Reset" button to clear filters and show all logs
- Review User Info: Check User column for admin name, ID number, and email address
- Check Timestamps: Review Date & Time column for exact login/logout moments
- Monitor Events: Identify activity type by green Login or orange Logout badges
- Analyze IP Addresses: Check IP Address column to identify access location and detect anomalies
- Review Device Info: Examine Device column for browser type, OS, and technical details
- Security Monitoring: Look for unusual IP addresses, multiple failed attempts, or suspicious patterns
- Session Tracking: Match Login events with corresponding Logout events for session duration
đ Security & Monitoring Features:
- IP Address Tracking: Monitor access from different locations - public IPs, internal networks, localhost
- Event Type Badges: Quick visual identification - green for successful logins, orange for logouts
- User Agent Detection: Full browser and OS information for device fingerprinting
- Timestamp Precision: Exact date and time down to seconds for accurate audit trails
- Filter Capabilities: Advanced filtering by user, event type, and date range for focused analysis
- Chronological Display: Most recent activities shown first for quick security overview
- Session Monitoring: Track complete login/logout cycles for session duration analysis
- Multiple Sessions: View concurrent logins from same admin across different devices/locations
- Network Detection: Identify internal (192.168.x.x), localhost (127.0.0.1), and external access
- Audit Compliance: Complete login history maintained for security audits and investigations
- Anomaly Detection: Identify unusual patterns like rapid login/logout or unfamiliar IP addresses
đ IP Address Analysis:
- Public IP (100.127.4.249): External network access, likely remote or office connection
- Internal Network (192.168.0.111, 192.168.0.112): Local network access within company infrastructure
- Localhost (127.0.0.1): Direct server access or local development environment
- Location Tracking: Different IPs indicate admin accessing from multiple locations
- Security Alerts: Sudden IP changes may indicate account compromise or VPN usage
User History - Login Logs
Comprehensive employee and user login activity monitoring system tracking all regular users across different roles. View complete login history for all users including Agents, Staff, Consultants, and other employees with advanced filtering by user, role, event type, and date range. Monitor authentication patterns, track IP addresses, analyze device information, and maintain detailed audit trails for security compliance, workforce monitoring, and access investigation.
Key Features:
- Login Logs page with "View login history for all users" subtitle
- Breadcrumb navigation: Settings / Login Logs
- "All Login Logs" filter section with comprehensive criteria
- User dropdown filter: "All Users" option to filter by specific employee
- Role dropdown filter: "All Roles" option to filter by Agent, Staff, Consultant roles
- Event dropdown filter: "All Events" option for Login/Logout filtering
- From Date picker with mm/dd/yyyy format for range start
- To Date picker with mm/dd/yyyy format for range end
- Blue "Filter" button with icon to apply selected criteria
- Orange "Reset" button to clear all filters
- Six-column log table: User, Role, Date & Time, Event, IP Address, Device
- User column displays: Name, "ID: [number]", email address (e.g., agent@gmail.com)
- Role column with color-coded badges: Cyan "Agent" badge, "Staff" badge, "Consultant" badge
- Date & Time column with precise timestamps (2025-12-24 14:11:37 format)
- Event column: Green "Login" badge, Orange "Logout" badge for activity type
- IP Address tracking: Public IPs (100.127.x.x), Internal IPs (192.168.0.x)
- Device column with full user agent strings showing browser and OS
- Multiple employee types visible: First User (Agent), staff employee (Staff), consultant employee (Consultant)
- Different user IDs tracked: ID: 36, ID: 37 for different employees
- Email addresses visible: agent@gmail.com, staff@gmail.com, cons@gmail.com
- Chronological sorting with most recent activity at top
- Mixed login/logout events showing complete session lifecycle
- Various IP addresses indicating different access locations
- Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 device info
- Role-based access monitoring for security and compliance
đ Sample User Login Logs:
| User | Role | Date & Time | Event | IP Address | Device |
|---|---|---|---|---|---|
| First User ID: 36 | agent@gmail.com |
Agent | 2025-12-24 14:11:37 | Login | 100.127.2.3 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| First User ID: 36 | agent@gmail.com |
Agent | 2025-12-24 13:34:05 | Login | 192.168.0.112 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| First User ID: 36 | agent@gmail.com |
Agent | 2025-12-24 11:28:27 | Logout | 100.127.2.175 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| First User ID: 36 | agent@gmail.com |
Agent | 2025-12-24 10:40:27 | Logout | 100.127.3.89 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| staff employee ID: 37 | staff@gmail.com |
Staff | 2025-12-24 05:14:03 | Login | 192.168.0.111 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
| consultant employee ID: 37 | cons@gmail.com |
Consultant | 2025-12-24 04:23:54 | Login | 192.168.0.111 | Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36... |
đĄ How to Use User History:
- Access Logs: Navigate to Settings â Settings â User History
- View All Logs: By default, all user login logs across all roles are displayed
- Filter by User: Select specific employee from "User" dropdown or keep "All Users"
- Filter by Role: Choose user role from dropdown - Agent, Staff, Consultant, or "All Roles"
- Filter by Event: Select event type - Login, Logout, or "All Events"
- Set Date Range: Pick From Date and To Date to view logs for specific period
- Apply Filters: Click blue "Filter" button to apply all selected criteria
- Reset Filters: Click orange "Reset" button to clear filters and show all logs
- Review User Info: Check User column for name, ID number, and email address
- Identify Role: View Role column with color-coded badges (Agent/Staff/Consultant)
- Check Timestamps: Review Date & Time column for exact login/logout times
- Monitor Events: Identify activity type by green Login or orange Logout badges
- Analyze IP Addresses: Check IP column to identify access location and patterns
- Review Device Info: Examine Device column for browser, OS, and technical details
- Track Sessions: Match Login events with Logout events for session duration
- Monitor Multiple Users: View activity from different employees and roles
đĨ User Role Monitoring:
- Agent Role (Cyan Badge): Real estate agents accessing property listings and client data
- Staff Role (Cyan Badge): Administrative staff managing office operations and support
- Consultant Role (Cyan Badge): External consultants with limited access permissions
- Role-Based Filtering: Quickly identify activity patterns by specific user types
- Multi-Role Tracking: Monitor all employee types from single interface
- Access Control: Verify users only access during authorized times and locations
đ Security & Compliance Features:
- IP Address Monitoring: Track public IPs (100.127.x.x) and internal networks (192.168.0.x)
- Role-Based Access: Monitor different employee types with role badges for quick identification
- Event Type Tracking: Visual badges (green Login, orange Logout) for quick pattern recognition
- User Agent Detection: Full browser and OS information for device tracking
- Timestamp Precision: Exact date and time for accurate audit trails and session tracking
- Multi-User Filtering: Advanced filtering by user, role, event, and date for focused analysis
- Chronological Display: Most recent activities first for quick security overview
- Session Lifecycle: Complete login/logout tracking for session duration analysis
- Network Analysis: Identify internal vs external access patterns
- Workforce Monitoring: Track employee working hours and access patterns
- Compliance Audit: Complete login history for regulatory compliance and investigations
- Anomaly Detection: Identify unusual patterns like after-hours access or location changes
đ Sample Usage Scenarios:
- Track Agent Activity: Filter by Role "Agent" to monitor all agent logins and working hours
- Monitor Specific User: Select employee from User dropdown to view their complete login history
- Security Investigation: Filter by unusual IP addresses to identify potential security issues
- Attendance Verification: Match login times with expected work schedules
- Remote Access Review: Check IP addresses to verify authorized remote work locations
- Session Duration: Compare Login and Logout timestamps to calculate work hours
- Multi-Device Access: Identify users accessing from multiple IPs or devices
- After-Hours Monitoring: Filter by date/time to check for unauthorized after-hours access
Logs
Monitor system activity, track errors, and review audit logs for troubleshooting and security.
- View application logs
- Filter by log level (Error, Warning, Info)
- Track user activity logs
- Email notification logs
- Database query logs
- Export logs for analysis
Sample Log Entries:
đ´ ERROR High
Failed to send email notification to user@primova.com
Dec 23, 2025 10:45:23 AM - /admin/send-email
â ī¸ WARNING Medium
Slow database query detected (2.5s) on payroll report generation
Dec 23, 2025 09:30:15 AM - /admin/payroll/report
âšī¸ INFO Low
User admin@company.com logged in successfully
Dec 23, 2025 08:15:42 AM - /login