Primova

General Information About This Panel

Welcome to the Primova Employee Panel - your comprehensive workspace designed specifically for Agents, Consultants, and Staff members. This panel provides you with all the tools you need to manage your daily tasks, view property listings, communicate with clients, track your work assignments, and manage your HR-related activities.

Panel Overview:

Property Access: View all listed properties with complete details, images, and location maps
Direct Communication: Call property owners directly for enquiries and follow-ups
Complete Inbox: Fully integrated mail system for internal and external communications
Task Management: Receive tasks from admin, update status, and add progress notes
Calendar Integration: Schedule appointments, set reminders, and manage date alerts
HR Self-Service: View payroll details and submit vacation requests
Knowledge Base: Access legal pages and FAQ resources (view-only)
Login Tracking: Monitor your login history and security logs

Your Daily Workflow:

Morning: Check inbox for new messages and tasks
Review: View assigned tasks and update progress
Property Work: Access listings, contact owners, show properties
Scheduling: Use calendar for appointments and follow-ups

HR Requests: Submit vacation requests when needed
Payroll: Check salary details and payment history
Resources: Access legal documents and FAQs
Security: Monitor your login history regularly

💡 Quick Start Guide:

Explore Property Listings: Navigate to Property section to view all available listings
Check Your Inbox: Stay updated with messages from admin and colleagues
Review Tasks: See what's assigned to you and update task status
Manage Calendar: Schedule your appointments and set important reminders
HR Self-Service: Submit vacation requests and check payroll information
Access Information: Review legal pages and FAQ for policy questions

Who Uses This Panel:

Real Estate Agents: View properties, contact owners, manage client appointments
Property Consultants: Access listings, provide property information to clients
Staff Members: Complete assigned tasks, communicate with team, manage schedule
Sales Representatives: Track leads, view available properties, schedule viewings
Field Agents: Access property details on-the-go, update task progress

Your Permissions:

As an employee (Agent/Consultant/Staff), you have access to:

View Access: Property listings, legal pages, FAQs, payroll details
Update Access: Task status updates with notes
Create Access: Vacation requests, calendar appointments, inbox messages
Communication: Call property owners, send/receive emails, internal messaging
Read-Only: Legal documentation, company policies, FAQ knowledge base

My Profile - Complete Profile Management

Comprehensive profile management system where you can view and manage all your personal and professional information. Access and update your personal details, family information, employment records, salary data, address, bank details, insurance information, tax details, upload required documents, and manage third-party integrations. Your complete employee profile in one centralized location with admin-managed sensitive data and employee-editable personal information.

Profile Sections Overview:

Personal Information: Name, contact, nationality, AHV number, marital status
Children: Add and manage children details for family allowances
Employment: Job details, contract information, employment status
Base Salary Data: Salary structure, monthly/annual salary, pensum percentage
Address: Complete residential address with all required details
Bank Details: Bank account information for salary transfer
Insurance: AHV/ALV, accident insurance, pension, health insurance details
Withholding Tax: Tax status, code information, residence details
My Documents: Upload and manage required employment documents
Integrations: Connect Google Calendar, Outlook, Slack, WhatsApp

Important Profile Notes:

Admin Managed: Salary, insurance, tax info managed by HR
Employee Editable: Personal info, children, address, documents
Information Messages: Blue banners show admin-managed sections
Save & Continue: Always save changes before leaving section
Reset Button: Undo changes before saving

Required Documents: Upload all mandatory documents for compliance
Accurate Information: Keep all details current and accurate
Secure Data: Your profile information is confidential
Contact HR: For changes to admin-managed sections
Regular Updates: Review and update profile quarterly

👤 1. Personal Information

View and manage your personal details including name, email, phone number, date of birth, gender, nationality, residence permit information, language preference, marital status, and AHV (Swiss Social Security) number. Your email is system-managed and cannot be changed here. All other personal information can be updated and saved. Accurate personal information is essential for HR records, legal compliance, and communication.

Personal Information Form

Complete personal details form showing all your information. Fields include: Name (editable), Email (read-only), Phone Number, Gender (dropdown), Date of Birth (date picker), Nationality (dropdown), Residence Permit Category (dropdown), Settled Permit Valid From date, Language preference, Marital Status (dropdown), and AHV Number (13 digits - Swiss Social Security Number). Save & Continue button to save changes, Reset button to undo. Keep information current for accurate HR records and legal compliance. (Click image to zoom)

Name: Your full name as per official documents
Email: System email (cannot be changed here - contact HR if needed)
Phone Number: Your contact number for official communication
Gender: Male/Female/Other selection
Date of Birth: Your birth date (DD/MM/YYYY format)
Nationality: Your country of citizenship
Residence Permit: Swiss permit type (Permanent/B/C/L etc.)
Permit Valid From: Date your settled permit is valid from
Language: Your preferred communication language
Marital Status: Single/Married/Divorced/Widowed
AHV Number: 13-digit Swiss Social Security Number (format: 756.xxxx.xxxx.xx)

👶 2. Children Information

Add and manage information about your children for family allowance purposes. For each child, enter their first name, last name, date of birth, gender, AHV number (13 digits), allowance type (dropdown selection), and monthly allowance amount in CHF. The system displays a blue information banner: "To claim family allowances, the employer must submit an application to the responsible compensation office." Use Add button to add multiple children, Delete button to remove entries. Accurate children information is required for processing family allowances and benefits.

Children Details Form

Add each child's information for family allowance processing. Required fields: First Name, Last Name, Date of Birth (calendar picker), Gender (dropdown), AHV Number (must be 13 digits), Allowance Type (dropdown menu with various allowance categories), Allowance Amount in CHF (monthly amount e.g., 200). Blue Add button to add new child entry, Delete button to remove. Save & Continue to save all children information, Reset to undo changes before saving. (Click image to zoom)

First Name: Child's first name as per birth certificate
Last Name: Child's last name/surname
Date of Birth: Child's birth date for age calculation
Gender: Select from dropdown (Male/Female)
AHV Number: Child's 13-digit Swiss Social Security Number
Allowance Type: Type of family allowance applicable
Allowance Amount: Monthly allowance in CHF (e.g., 200.00)
Multiple Children: Use Add button to add more children
Admin Processing: Information submitted to compensation office by employer

💼 3. Employment Information

View your employment details including job title, department, employment type (full-time/part-time/contract), start date, contract information, reporting manager, and employment status. This section displays a blue information banner: "Employment details are coming soon. Contact HR for employment information." Employment information is managed by HR department and shows your official work assignment, organizational structure, and contract terms. This data is used for organizational charts, reporting relationships, and employment records.

Employment Status

Employment section currently shows informational message that details are coming soon. When available, this section will display: Job Title/Position, Department/Division, Employment Type (Full-time/Part-time/Contract/Temporary), Contract Start Date, Contract End Date (if applicable), Probation Period status, Reporting Manager name, Direct Reports (if any), Work Schedule/Shift, Employment Status (Active/On Leave/Suspended). All employment information is managed and updated by HR department. (Click image to zoom)

Job Title: Your official designation/position
Department: The department/division you work in
Employment Type: Full-time, Part-time, Contract, Temporary
Start Date: Your employment commencement date
Contract Terms: Fixed-term or permanent contract
Reporting Manager: Your direct supervisor/manager
Work Location: Primary office/work location
Status: Active employment status
HR Managed: Contact HR for any employment information changes

💰 4. Base Salary Data

View your base salary structure and compensation details. This section shows a blue information banner: "Salary information is managed by your administrator. Contact HR if you have questions about your compensation." Displays your Salary Type (Fixed/Variable/Commission-based), Monthly Salary in CHF, Pensum percentage (work percentage like 100%, 80%, 60%), Annual Salary in CHF, and checkbox for "Include 13th Month Salary" if applicable. Salary data is managed by HR and payroll departments. For salary questions, adjustments, or discrepancies, contact HR directly.

Salary Structure Details

Salary structure form (read-only for employees, HR-managed). Shows: Salary Type field (Fixed/Variable/Commission), Monthly Salary (CHF) - your gross monthly salary amount, Pensum (%) - your work percentage (100% = full-time, 80% = 4 days/week, etc.), Annual Salary (CHF) - calculated yearly gross salary, checkbox for "Include 13th Month Salary" (common in Switzerland - additional month's salary paid annually). Back to Profile button returns to main profile view. All salary information is confidential and managed by HR/Payroll department. (Click image to zoom)

Salary Type: Fixed (stable monthly) / Variable (performance-based) / Commission
Monthly Salary: Your gross monthly salary before deductions (e.g., 10,000.00 CHF)
Pensum %: Work percentage (100% = full-time, 50% = half-time) - affects salary calculation
Annual Salary: Yearly gross salary (Monthly × 12 or × 13 if 13th month included)
13th Month Salary: Common Swiss benefit - additional month's salary paid in December/divided across year
Gross Salary: Amount before tax and social security deductions
HR Contact: For salary questions, raise requests, or concerns
Confidential: Salary information is private - don't share with colleagues
Regular Review: Salary typically reviewed annually during performance review

🏠 5. Address Information

Manage your complete residential address details. All fields are editable and should be kept current for official correspondence, emergency contact, and legal requirements. Required information includes: Address Line 2/Additional Line (e.g., c/o, apartment details), Street name, House Number, P.O. Box (if applicable), Region/Province/State/Locality, Postal Code (ZIP), City/Town name, Canton (for Switzerland - dropdown select), Municipality Number, and Country (dropdown select). Use Save & Continue button to save changes, Reset button to undo before saving. Accurate address is essential for payroll, tax documents, and official communication.

Complete Address Form

Comprehensive address entry form with all required fields. Address Line 2 for additional details (e.g., "c/o" or "10 Downing Street"), Street field (e.g., "downing street"), House Number (e.g., "69"), P.O. Box for postal box number if used (e.g., "143"), Region/Province field (e.g., "Fear"), Postal Code/ZIP (e.g., "SW1A 2AA"), City/Town (e.g., "Fatih"), Canton dropdown for Swiss cantons (e.g., "Schwyz (SZ)"), Municipality Number (e.g., "12345678"), Country dropdown (e.g., "Switzerland"). Saves residential address for all official purposes. (Click image to zoom)

Address Line 2: Additional address info (apartment no., floor, c/o details)
Street: Street name where you reside
House Number: Building/house number
P.O. Box: Postal box number (if you have one)
Region/Province: State/province/region within country
Postal Code: ZIP/Postal code for mail delivery
City/Town: Municipality/city name
Canton: Swiss canton (if in Switzerland) - affects tax
Municipality Number: Official municipality identification number
Country: Country of residence
Update Immediately: Inform HR immediately if you move/change address
Affects: Tax jurisdiction, emergency contact, official mail, payroll

🏦 6. Bank Details

Manage your bank account information for salary transfer. Enter your Bank/Institution Name (e.g., "Swiz bank"), IBAN (International Bank Account Number - e.g., "HSFEUIR98TNK"), and BIC/SWIFT code (e.g., "878"). This information is used by payroll department to transfer your monthly salary. Ensure bank details are accurate to avoid salary payment delays. Use Save & Continue button to save bank information, Reset to undo changes. If you change banks, update this information immediately and inform HR to prevent payment issues. Bank details are confidential and securely stored.

Bank Account Information

Bank details form for salary transfer setup. Three required fields: Bank/Institution Name - enter your bank's full name (e.g., "Swiz bank", "UBS", "Credit Suisse"), IBAN field - International Bank Account Number, usually starts with country code, 16-34 characters (e.g., "HSFEUIR98TNK" format varies by country), BIC (SWIFT) field - Bank Identifier Code, 8-11 characters identifying your bank internationally (e.g., "878" or "UBSWCHZH80A"). Save & Continue saves bank details for payroll, Reset undoes unsaved changes. Critical for receiving monthly salary payments. (Click image to zoom)

Bank Name: Full official name of your banking institution
IBAN: International Bank Account Number - unique account identifier (check bank statement for correct format)
BIC/SWIFT: Bank Identifier Code - international bank identification (8-11 character code)
Salary Transfer: This account receives your monthly net salary payment
Verification: Double-check all numbers to avoid payment errors
Bank Change: Update immediately if you change banks - notify HR as well
Payment Schedule: Salary typically paid 25th-28th of each month
Processing Time: Changes take 1-2 pay cycles to take effect
Security: Bank details stored securely, accessed only by payroll department
Confirmation: You'll receive email confirmation after payroll processes your salary

🛡️ 7. Insurance Information

View your comprehensive insurance coverage details managed by HR. This section displays a blue information banner: "Insurance information is managed by your administrator. Contact HR if you need to make changes." Contains four main insurance categories: AHV/ALV Contribution Requirement (social security), Accident Insurance (UVG), Occupational Pension (BVG), and Compensation Fund & Additional Insurance. Each category shows applicable selections, provider names, codes, contribution amounts, and enrollment status. Insurance information is typically set up during onboarding and reviewed annually.

Insurance Coverage Details

Complete insurance information display (HR-managed). Sections include: AHV/ALV Contribution: Exempt from AHV (low-income salary) dropdown, AHV contributions in retirement age selection. Accident Insurance (UVG): UVG Provider field (e.g., "Not configured"), Code field (e.g., "B1"). Occupational Pension (BVG): Enrolled status checkbox, BVG Provider/Plan (e.g., "Not configured"), Employee Contribution CHF (e.g., "0.00"), Employer Contribution CHF (e.g., "0.00"). Compensation Fund: UVGZ Insurances ("None"), KTG Insurances ("None"), AHV Compensation Fund ("Not configured"). Back to Profile button returns. All managed by HR. (Click image to zoom)

AHV (Alters- und Hinterlassenenversicherung): Swiss Old Age and Survivors Insurance - mandatory social security
ALV (Arbeitslosenversicherung): Unemployment Insurance - contributes to unemployment benefits
UVG (Unfallversicherung): Accident Insurance - covers work and non-work accidents
BVG (Berufliche Vorsorge): Occupational Pension - mandatory for salaries above threshold
KTG (Krankentaggeld): Daily Sickness Allowance - income protection during illness
UVGZ: Additional accident insurance coverage
Provider: Insurance company providing each coverage type
Contributions: Shows employee and employer contribution amounts
Codes: Insurance codes for administration and billing
Enrollment: Indicates which insurances you're enrolled in
Legal Requirement: Many insurances are legally mandatory in Switzerland
Annual Review: Insurance typically reviewed during annual enrollment period
HR Contact: For questions, changes, or claims - contact HR department

📑 8. Withholding Tax Information

View your withholding tax status and configuration managed by HR. Displays blue information banner: "Withholding tax information is managed by your administrator. Contact HR if you need to make changes." Shows Withholding Tax Status (Subject to withholding tax / Not subject), Code Information section with Code Type and Tariff Code fields (e.g., "Not configured"), and Additional Information section including Region, Employment Type, Concubinage Status, Additional Employments, Residence/Work Location fields, QST Canton, QST Municipality, and Commuter Type. Withholding tax applies to foreign workers without Swiss residence permit C. All managed by HR and tax compliance department.

Tax Status Information

Withholding tax configuration display (HR-managed, read-only for employees). Tax Status: "Subject to withholding tax" checkbox - applicable if you're foreign national without permit C. Code Information: Code Type (e.g., "Not configured"), Tariff Code (e.g., "Not configured") - determines tax rate. Additional Information: Region (e.g., "Not specified"), Employment Type (e.g., "Not specified"), Concubinage Status (living with partner without marriage), Additional Employments (other jobs that affect tax), Residence abroad checkbox, QST Canton (Quellensteuertarif - canton for tax), QST Municipality, Commuter Type. All fields impact tax calculation. HR manages based on your situation. (Click image to zoom)

Withholding Tax: Direct tax deduction from salary for certain foreign workers
Applicability: Usually applies to B/L permit holders, not Swiss nationals or C permit holders
Code Type: Determines tax calculation method based on your situation
Tariff Code: Specific tax rate code applied to your salary
QST (Quellensteuer): Source tax - tax withheld at source (from salary)
Region: Your residence region affects tax rate
Employment Type: Full-time/part-time affects tax calculation
Concubinage: Living with partner affects tax status
Additional Employment: Multiple jobs require combined income tax calculation
Canton: Canton of residence determines tax jurisdiction and rates
Municipality: Municipality-level tax variations
Commuter: Cross-border commuters have special tax arrangements
Annual Adjustment: Tax may be adjusted based on actual income at year-end
Tax Certificate: Annual certificate provided for tax declaration
Changes: Notify HR immediately if marital status, residence, or employment changes

📄 9. My Documents

Upload and manage all required employment documents. System displays information banner: "Upload your required documents. Accepted formats: PDF, JPG, JPEG, PNG (Max: 5MB per file)." Required document types include: Curriculum Vitae (CV), Social Security Number Proof, Bank Card Copy, Identification Document (passport/ID), Children Birth Certificate, Children AHV Decision, Driver's License, Spouse Documents, Debt Enforcement Extract, Criminal Record Extract. After upload, view document dashboard showing Total Files count, PDF Files count, Images count, and Active documents. Each uploaded document shows category badge, file type icon, upload date, file size, and action buttons (View, Download, Delete). Use Upload Documents button to add files, Clear All to remove all.

Document Upload Interface

Document upload screen showing all document categories with colored icons. Document Types: 🔵 Curriculum Vitae (CV) - your resume/CV, 🟢 Social Security Number Proof - AHV number verification document, 💳 Bank Card Copy - bank account verification, 🟠 Identification Document - passport or national ID card, 👶 Children Birth Certificate - for each child (family allowances), 📋 Children AHV Decision - child's social security registration, 🚗 Driver's License - if driving is job requirement, 💑 Spouse Documents - partner's documents if applicable, 🔴 Debt Enforcement Extract - financial clearance certificate, 🟢 Criminal Record Extract - background check document. Click Upload Documents button (blue, top-right) to open file selector. Clear All button to remove all uploads. (Click image to zoom)

My Documents Dashboard

After uploading, see documents dashboard with colorful metric cards: 🔵 Total Files card shows total count (e.g., "1"), 🔴 PDF Files card shows PDF count (e.g., "0"), 🔵 Images card shows image count (e.g., "1"), 🟢 Active card shows active documents (e.g., "1"). Below cards, "My Documents" section lists all uploaded documents with: Document name as header (e.g., "Driver's License"), Category badge (e.g., "🔵 Drivers license"), File type badge (e.g., "📁 Image"), Upload date (e.g., "📅 Dec 25, 2025"), File size (e.g., "💾 182.66 KB"), Action buttons row with 🔵 View (eye icon), 🟢 Download (download icon), 🟠 Delete (refresh icon). Search box to find documents. Upload Documents button top-right to add more files. (Click image to zoom)

Mandatory Documents: CV, ID, Social Security Proof, Bank Card - required for all employees
Conditional Documents: Children certificates only if you have children, Driver's License only if driving required
Compliance Documents: Debt Enforcement and Criminal Record extracts for certain positions
File Formats: Accepted - PDF (best for text documents), JPG/JPEG/PNG (for scanned documents/photos)
File Size: Maximum 5MB per file - compress large files if needed
Quality: Ensure documents are clear, readable, and not blurred
Validity: Some documents expire (ID, permit) - upload renewed versions
Organization: Keep digital copies organized in personal backup as well
View: Click View button to see document in viewer before downloading
Download: Download button to save document copy to your device
Delete: Delete button removes document (be careful - permanent action)
Search: Use search box to quickly find specific documents by name
HR Access: HR department can view your uploaded documents for verification
Completion: Profile shows incomplete until all mandatory documents uploaded
Updates: Re-upload if document expires or information changes

🔗 10. Integrations

Connect your favorite third-party applications to streamline your workflow. Integration section shows banner: "Connect Your Tools - Integrate your favorite applications to streamline your workflow. Enable or disable integrations as needed." Available integrations include: Google Calendar (sync appointments and schedule, shows Connected status with green dot and connected email, Manual Sync with "Sync Now" button, Disconnect button to unlink, Advanced Settings gear icon), Microsoft Outlook (sync with Outlook Calendar and Email, shows "Not Configured" status with orange dot), Slack (receive notifications and updates in Slack, "Coming Soon" status), WhatsApp Business (send messages and notifications via WhatsApp, "Coming Soon" status). Each integration can be enabled/disabled, connected accounts shown, with Sync Now and Disconnect options.

Integration Management Panel

Integrations interface showing available third-party connections. Google Calendar: 📅 icon, "Sync your appointments and schedule" description, 🟢 Connected badge (green dot), shows "Connected Account: user@gmail.com", Enable/disable sync toggle, Manual Sync section with "Sync Now" button (blue, with sync icon), Disconnect button (red, with X icon) to unlink, ⚙️ Advanced Settings expandable section. Microsoft Outlook: 📧 icon, "Sync with Outlook Calendar and Email", 🟠 Not Configured (orange dot). Slack: 💬 icon, "Receive notifications and updates in Slack", 🟡 Coming Soon status (orange dot). WhatsApp Business: 💚 icon, "Send messages and notifications via WhatsApp", 🟡 Coming Soon (orange dot). Top banner in cyan with info icon. (Click image to zoom)

Purpose: Integrations sync Primova data with external apps you use daily
Google Calendar: Automatically sync calendar appointments both ways - create in Primova, see in Google Calendar and vice versa
Sync Now: Manual sync button force-syncs immediately instead of waiting for automatic sync
Connected Account: Shows which Google/Outlook account is linked
Disconnect: Unlinks the integration - use if changing accounts or no longer needed
Advanced Settings: Configure sync direction, which calendars to sync, conflict resolution
Microsoft Outlook: Similar to Google Calendar but for Outlook users - syncs email and calendar
Slack Integration: Receive Primova notifications in Slack channels - task assignments, messages, updates
WhatsApp Business: Send automated messages to clients, receive notifications via WhatsApp
Coming Soon: Integration under development - will be available in future updates
Security: OAuth authentication - Primova doesn't store your external app passwords
Permissions: Review requested permissions when connecting apps
Enable/Disable: Toggle integrations on/off without disconnecting
Multiple Accounts: Some integrations support multiple account connections
Productivity Boost: Integrations reduce manual work and keep everything in sync

💡 Profile Management Best Practices:

Complete Profile: Fill out all sections fully for HR compliance and smooth operations
Accurate Information: Ensure all data is current, correct, and matches official documents
Regular Updates: Review and update profile at least quarterly or when information changes
Document Upload: Upload all mandatory documents as soon as requested
Quality Scans: Ensure uploaded documents are clear, readable, and properly oriented
Save Changes: Always click Save & Continue before leaving a section
Address Changes: Update address immediately when you move - affects tax and mail
Bank Changes: Update bank details and inform HR 1 month before salary payment date
Children Updates: Add children immediately for family allowance processing
Integration Setup: Connect Google Calendar/Outlook for better workflow
Document Renewal: Re-upload when documents expire (ID, permits, licenses)
Contact HR: For admin-managed sections (salary, insurance, tax), contact HR for changes
Privacy: Your profile data is confidential and securely stored
Verification: HR may ask to verify documents in person occasionally

⚠️ Profile Important Notes:

Admin-Managed Sections: Salary, employment, insurance, and tax info cannot be edited by employees
Blue Information Banners: Indicate sections managed by administrator - contact HR for changes
Email Cannot Change: System email is fixed - contact IT support if email change needed
AHV Number Format: Must be exactly 13 digits in correct Swiss social security format
Document Size Limit: Each file maximum 5MB - compress if larger
Accepted Formats: Only PDF, JPG, JPEG, PNG - other formats rejected
Bank Details Critical: Wrong IBAN means salary payment failure - verify carefully
Address Affects Tax: Canton and municipality determine tax rates - update immediately if moved
Children Documentation: Birth certificates and AHV decisions required for allowance processing
Integration Permissions: Review what permissions apps request before connecting
Reset Button: Undoes changes only before saving - after saving, changes are permanent
Profile Completion: Incomplete profiles may affect payroll processing, allowances, or compliance
Legal Compliance: Accurate profile information required by Swiss employment law
HR Verification: HR department reviews profiles for accuracy and completeness

Property - View Listed Properties

Access comprehensive property listings with all the information you need to assist clients. View detailed property information, browse through property images, contact property owners directly for enquiries, and check property locations on Google Maps. Each property listing includes complete details to help you answer client questions effectively.

Key Features:

View all listed properties with complete details and specifications
Browse property images gallery (3 images per property minimum)
Direct call functionality to contact property owners for enquiries
Integrated Google Maps to check exact property location
Property type, size, price, and availability status
Property description, amenities, and special features
Owner contact information (name, phone, email)
Property address with neighborhood details

Property List - All Available Listings

View all active property listings in a clean, organized format. Each property card shows key information including property image, title, location, price, type, size, and quick action buttons to view full details, call the owner, or check location on map. Perfect for quickly browsing available properties to match with client requirements. (Click image to zoom)

Property Details - Complete Information

View comprehensive property details including description, specifications, amenities, and pricing. See all property images in a gallery format, owner contact information with direct call button, and key property features. Everything you need to present the property to potential clients. (Click image to zoom)

Property Location - Google Maps Integration

Check exact property location on Google Maps with a single click. View the property's neighborhood, nearby amenities, transport links, and surrounding area. Help clients understand the property's location advantage and accessibility. The map shows precise property coordinates for accurate location verification. (Click image to zoom)

Property Information Includes:

Basic Details: Title, type, price, availability
Specifications: Size (sqm), bedrooms, bathrooms
Location: Full address, neighborhood, city
Images: Property photos (minimum 3 images)

Owner Info: Name, phone number, email
Description: Detailed property description
Features: Amenities and special features
Map: Google Maps location pin

✅ How to Work With Properties:

Browse Listings: Scroll through available properties to find matches for your clients
View Details: Click on any property to see full information and images
Review Images: Check all property photos (gallery of 3+ images)
Check Location: Use the map feature to verify property location and surroundings
Contact Owner: Use the direct call button to reach property owner for enquiries
Gather Information: Ask owner about viewing appointments, special conditions, or negotiations
Schedule Viewing: Arrange property viewings with clients after owner confirmation
Follow Up: Update admin on property interest and client feedback

Best Practices for Property Work:

Always Verify: Check property availability with owner before scheduling viewings
Be Prepared: Review all property details before calling the owner
Professional Communication: Introduce yourself and company when contacting owners
Use Maps: Familiarize yourself with property location before client meetings
Take Notes: Record important information from owner conversations
Update Admin: Report client interest and property enquiries promptly
Client Matching: Use property filters to find best matches for client needs
Stay Current: Check for new listings regularly to expand your options

⚠️ Important Notes:

View Only: You can view properties but cannot edit or delete listings
Owner Contact: Always be professional when calling property owners
Confidentiality: Keep owner information and property details confidential
Accuracy: Report any incorrect property information to admin immediately
Client Privacy: Don't share client information with owners without permission
Map Accuracy: Verify exact location with owner if map pin seems incorrect

Complete Mail System

Fully integrated internal email system for seamless communication with admin, colleagues, and team members. Send, receive, read, and manage all your work-related emails within the Primova platform. Stay connected with your team, receive task notifications, get updates from management, and communicate efficiently without leaving the system.

Key Features:

Complete inbox with received emails list and message preview
Compose and send new emails to admin and team members
Read full email messages with sender details and timestamps
Reply to received emails directly from the message view
Search emails by sender name, subject, or message content
Filter emails by date range (From - To)
Mark emails as read/unread for better organization
Delete unwanted emails to keep inbox clean
Sent emails tracking to review your communication history
Email notifications for new incoming messages
Attachment support for documents and files
Rich text editor for formatted email composition

Inbox - Received Emails List

Your main inbox displaying all received emails in chronological order. See sender information, email subject, preview of message content, timestamp, and read/unread status. Use the search bar to quickly find specific emails or filter by date range. Click on any email to read the full message and reply if needed. (Click image to zoom)

Compose Email - Send New Messages

Create and send new emails to admin or team members. Select recipient from the dropdown list, enter subject line, compose your message using the rich text editor with formatting options, and attach files if needed. Perfect for reporting updates, asking questions, or sharing information with your team. (Click image to zoom)

Read Email - View Full Message

Open and read complete email messages with full sender details, subject, timestamp, and formatted message content. View any attachments, download files, and use the reply button to respond directly. The clean interface makes reading and managing your emails efficient and organized. (Click image to zoom)

Reply to Email - Quick Response

Respond to received emails quickly with the built-in reply function. The original message is included for context, recipient is automatically filled, and you can write your response using the text editor. Send your reply with one click to maintain smooth communication flow. (Click image to zoom)

Sent Emails - Communication History

Review all emails you've sent from your account. Track your communication history, verify message delivery, and reference previous conversations. Search through sent emails by recipient, subject, or date to find specific communications quickly. (Click image to zoom)

Email System Features:

Inbox Management: Read, reply, mark as read, delete
Compose: Send emails to admin and colleagues
Rich Editor: Format text with bold, italic, lists, etc.
Attachments: Send and receive file attachments
Search: Find emails by content, sender, or subject
Filters: Date range filtering for organization

Notifications: Get alerts for new messages
Sent Box: Track all your sent communications
Reply: Quick reply to received messages
Status: See read/unread status at a glance
Timestamps: Track when emails were sent/received
Organization: Clean interface for easy navigation

💡 How to Use the Mail System:

Check Inbox Regularly: Start your day by reviewing new emails from admin and team
Read Important Messages: Click on any email to read full content and details
Reply Promptly: Use the reply button to respond to emails requiring action
Compose New Emails: Click Compose to send updates, reports, or questions
Select Recipients: Choose admin or specific team members from dropdown
Write Subject: Use clear, descriptive subject lines for your emails
Format Message: Use text formatting for better readability
Attach Files: Add documents, images, or reports when needed
Review Before Sending: Check recipient, subject, and content
Track Sent Emails: Use Sent box to verify message delivery
Organize Inbox: Mark emails as read or delete old messages
Search Efficiently: Use search when looking for specific emails

Common Email Use Cases:

Task Updates: Report progress on assigned tasks to admin
Property Enquiries: Share client interest and property feedback
Schedule Coordination: Inform about appointments and meetings
Questions: Ask admin for clarifications or guidance
Reports: Submit daily/weekly activity reports
Leave Requests: Follow up on vacation request status
Team Communication: Coordinate with colleagues on projects
Client Information: Share lead details and client requirements
Issue Reporting: Report system issues or problems
Acknowledgments: Confirm receipt of instructions or information

✅ Email Best Practices:

Clear Subject Lines: Always use descriptive subjects (e.g., "Property Update: Villa 123", "Task Status: Client Meeting")
Professional Tone: Maintain professional language in all communications
Concise Messages: Keep emails brief and to the point
Proper Formatting: Use paragraphs, bullets, and formatting for readability
Quick Responses: Reply to urgent emails within same business day
Check Recipient: Verify you're sending to the correct person
Proofread: Review spelling and grammar before sending
Include Details: Provide relevant context and information
Organize Inbox: Keep your inbox clean by archiving or deleting old emails
Mark Read: Mark emails as read after you've taken necessary action
File Attachments: Only attach necessary files, keep sizes reasonable
Follow Up: If no response after 2-3 days, send a polite follow-up

⚠️ Email Guidelines:

Internal Only: This system is for internal company communication only
No Spam: Don't send unnecessary or repetitive emails
Confidentiality: Never share sensitive client or company information via email
Attachments: Check file types and sizes before attaching
Reply All: Use carefully - only when all recipients need to see your response
Urgent Matters: For very urgent issues, consider calling instead of emailing
Email Etiquette: Avoid all caps, excessive punctuation, or unprofessional language
Storage: Delete old emails regularly to keep your inbox manageable

Email Notifications:

Stay updated with automatic notifications:

New Email Alert: Get notified when you receive a new message
Unread Count: See number of unread emails in your inbox
Task Assignments: Receive emails when admin assigns new tasks
System Updates: Get notified about important system announcements
Reply Notifications: Know when someone replies to your emails
Admin Messages: Priority alerts for messages from admin

Tasks - Get Tasks from Admin

Comprehensive task management system where you receive work assignments from admin, view task details, update progress status, and add notes throughout the task lifecycle. Stay organized with all your assigned tasks in one place, track deadlines, update completion status, and communicate progress effectively. Perfect for managing daily work assignments and maintaining accountability.

Key Features:

View all tasks assigned to you by admin with complete details
See task title, description, priority level, and assigned date
Check task deadlines and due dates to prioritize work
Update task status (Pending, In Progress, Completed, On Hold)
Add progress notes and updates for each task
Communicate challenges or blockers through task notes
Search tasks by title, description, or keywords
Filter tasks by status (All, Pending, In Progress, Completed)
Filter by priority level (High, Medium, Low)
Sort by date, priority, or status
View task history and all status changes
Mark tasks complete with final notes

Task List - All Assigned Tasks

View all tasks assigned to you by admin in an organized list. Each task shows title, description preview, priority badge, assigned date, due date, current status, and action buttons. Use filters to view tasks by status or priority. Click on any task to see full details and update progress. (Click image to zoom)

Update Task Status - Progress Tracking

Update task status to keep admin informed about your progress. Select new status from dropdown (Pending, In Progress, Completed, On Hold), add detailed notes about your progress, challenges, or completion details. Your updates are timestamped and visible to admin for tracking. (Click image to zoom)

Task Information Includes:

Task Title: Clear task name/heading
Description: Detailed task requirements
Priority: High, Medium, or Low
Assigned By: Admin who assigned the task
Assigned Date: When task was created
Due Date: Task deadline

Current Status: Pending/In Progress/Completed
Progress Notes: Your updates and comments
Status History: All status changes
Update Timestamps: When changes were made
Action Buttons: View, Update, Complete
Filters: By status, priority, or date

💡 How to Work With Tasks:

Check Tasks Daily: Start your day by reviewing new tasks assigned by admin
Read Carefully: Click on task to read full description and requirements
Understand Priority: Note high-priority tasks that need immediate attention
Check Deadline: Review due dates to plan your work schedule
Update Status: Change status to "In Progress" when you start working
Add Initial Note: Write note confirming you've started the task
Track Progress: Add updates as you work through the task
Report Issues: If you face blockers, add note explaining the challenge
Regular Updates: For long tasks, add progress notes every 1-2 days
Complete Task: Change status to "Completed" when finished
Final Note: Add completion note with summary of work done
Follow Up: If admin asks questions, respond via task notes or email

Task Status Guide:

Pending: Task assigned but not yet started - review requirements first
In Progress: Actively working on the task - add updates regularly
On Hold: Task paused due to blocker or waiting for information - explain why
Completed: Task finished successfully - add final summary note
Status Updates: Always add notes when changing status to explain the change
Transparency: Be honest about progress - better to report delays early

✅ Task Management Best Practices:

Prioritize: Work on high-priority tasks first, then medium and low
Time Management: Check due dates and allocate time accordingly
Clear Notes: Write detailed, specific notes - not just "working on it"
Regular Updates: Don't wait until completion - update progress regularly
Ask Questions: If unclear about requirements, ask admin via email or task notes
Report Early: If you'll miss deadline, inform admin as soon as possible
Be Specific: In notes, mention what you did, challenges faced, next steps
Complete Properly: Don't mark as complete until fully finished
Document Issues: If task has problems, document them clearly in notes
Stay Organized: Use filters to focus on pending or high-priority tasks
Daily Review: Check task list every morning for new assignments
Professional: Keep notes professional and focused on work progress

⚠️ Important Task Guidelines:

Don't Ignore: Never ignore assigned tasks - acknowledge them promptly
Don't Wait: Start working on tasks well before deadline
Don't Assume: If unsure about anything, ask for clarification
Status Accuracy: Keep status updated - outdated status causes confusion
Note Quality: Vague notes like "done" or "ok" are not helpful
Deadline Respect: Treat deadlines seriously - they're there for a reason
Communication: If you can't complete on time, communicate early
Complete Tasks: Finish tasks fully before marking complete

Good vs Bad Task Notes Examples:

✅ Good Notes:

"Started contacting property owners. Called 5 owners, 3 answered, scheduled 2 viewings."
"Completed property report. Added 8 new listings with all details and photos."
"Task on hold - waiting for client's final budget confirmation. Expected tomorrow."

❌ Bad Notes:

"Working on it" (too vague)
"Done" (no details)
"Will do later" (not helpful)
"Ok" (no information)

Calendar - Scheduling & Date Alerts

Integrated calendar system for managing your schedule, booking appointments, setting important date reminders, and organizing your daily activities. Keep track of property viewings, client meetings, deadlines, and personal reminders all in one place. Perfect for staying organized and never missing important appointments or dates.

Key Features:

Full calendar view with monthly, weekly, and daily layouts
Create new appointments with title, description, and time
Schedule property viewing appointments with clients
Set date alerts and reminders for important events
Book client meetings and follow-up appointments
Add task deadlines to calendar for visual tracking
Set recurring appointments (daily, weekly, monthly)
Color-coded events by type (appointments, reminders, deadlines)
View upcoming appointments in list format
Get notifications before appointments start
Edit or reschedule appointments as needed
Delete cancelled appointments
Search calendar events by title or description
Export calendar to sync with external calendars

Calendar View - Monthly Overview

Full month calendar showing all your appointments, meetings, and reminders at a glance. Color-coded events make it easy to distinguish between different types of appointments. Click on any date to view details or add new events. Navigate between months using arrows. (Click image to zoom)

Create Appointment - Schedule New Event

Add new appointments to your calendar with complete details. Enter event title, description, select date and time, choose event type (appointment, reminder, meeting), set duration, and add notes. Option to set notification alerts before the appointment starts.

Upcoming Appointments - List View

View all your upcoming appointments in chronological list format. See event title, date, time, type, and quick action buttons to edit, delete, or view details. Perfect for checking what's coming up today or this week without navigating the full calendar.

Edit Appointment - Reschedule or Update

Modify existing appointments when schedules change. Update date, time, description, or any other details. Perfect for rescheduling client meetings or updating appointment information. All changes are saved and reflected in your calendar immediately.

Appointment Alerts - Notification System

Get automatic notifications and reminders before your appointments. Set custom alert times (15 minutes, 1 hour, 1 day before). Never miss important meetings or property viewings. Alerts appear as system notifications and in-app reminders.

Calendar Event Types:

Property Viewings: Client property tour appointments
Client Meetings: Initial consultations, negotiations
Follow-ups: Client callback appointments
Deadlines: Task completion dates
Reminders: Important date alerts

Team Meetings: Internal staff meetings
Owner Calls: Scheduled property owner discussions
Personal: Your personal reminders
Training: Company training sessions
Events: Company events or conferences

💡 How to Use Calendar Effectively:

Start Your Day: Check calendar every morning for today's appointments
Book Immediately: Add appointments as soon as they're scheduled
Clear Titles: Use descriptive titles (e.g., "Property Viewing - Villa 123 with Mr. Smith")
Add Details: Include client name, property address, phone number in description
Set Reminders: Always set alert for important appointments
Buffer Time: Leave gaps between appointments for travel time
Sync Regularly: Check calendar throughout the day
Update Promptly: If appointment changes, update calendar immediately
Color Coding: Use different types to visually organize your schedule
Weekly Review: Every Sunday, review next week's schedule
Prepare Ahead: Check tomorrow's appointments before end of day
Delete Old: Remove cancelled or completed old appointments

Calendar Best Practices:

Be Specific: Include all relevant details in appointment description
Realistic Timing: Don't overbook - allow sufficient time for each appointment
Travel Time: Factor in travel between locations when scheduling
Confirm Appointments: Call clients to confirm day before the appointment
Set Multiple Reminders: For critical meetings, set 1 day and 1 hour reminders
Block Personal Time: Schedule breaks and lunch in calendar too
Weekend Planning: Add personal reminders for important weekend dates
Recurring Events: Use recurring feature for weekly team meetings
Availability: Keep calendar current so admin knows when you're free
Professional: Treat calendar as your official schedule

✅ Appointment Management Tips:

Early Morning: Check calendar first thing - know your daily schedule
Immediate Entry: Add appointments right after booking them
Complete Information: Always include contact numbers in case you need to reschedule
Client Names: Use full client names for easy identification
Property Details: For viewings, include property address and type
Alert Settings: Set 1-hour alerts for local meetings, 1-day for distant locations
Update Status: Mark appointments as completed after they're done
Reschedule Properly: If client cancels, update or delete the appointment
Backup Reminders: For very important meetings, add to personal phone calendar too
Weekly Planning: Review upcoming week every Friday

⚠️ Calendar Guidelines:

Never Skip: Don't skip adding appointments thinking you'll remember
Update Changes: Always update calendar if appointment time changes
Be Punctual: Arrive 5-10 minutes early for appointments
Don't Overbook: Leave realistic gaps between appointments
Confirm First: For property viewings, confirm owner availability first
Professional Conduct: Never cancel appointments last minute without good reason
Client Communication: Inform clients immediately if you must reschedule
Respect Time: Other people plan around your scheduled appointments

Notification & Alert Settings:

15-Minute Alert: Best for office-based or nearby appointments
1-Hour Alert: Good for local client meetings requiring preparation
1-Day Alert: Ideal for important meetings or distant locations
Multiple Alerts: Set both 1-day and 1-hour for critical appointments
Custom Times: Adjust alert timing based on your needs
System Notifications: Enable browser/system notifications for alerts
Email Reminders: Option to receive email reminders for appointments

My Attendance - Clock In/Out & View Records

Complete attendance management system where you can clock in when you start work, clock out when you finish, and view your complete attendance history. Track your daily work hours, see recent attendance records, monitor total hours worked, and maintain accurate time logs. Available both in header dropdown menu and HR section for quick access. Real-time tracking with automatic time calculation ensures accurate record of your working hours.

Key Features:

Clock In button to mark arrival and start of workday
Clock Out button to mark departure and end of workday
Today section shows current day attendance status
Display current date and real-time clock
Shows exact clock in time (HH:MM:SS format)
Shows exact clock out time when you leave
Automatically calculates total hours worked for the day
Recent Days section displays last 3 days attendance history
Table view with Date, Clock In, Clock Out, Total Hours columns
Color-coded status - complete days vs incomplete records
Warning message if not clocked in yet today
Quick access from user profile dropdown in header
Mobile responsive design for on-the-go clock in/out
Prevents duplicate clock in/out on same day
Timestamp accuracy to the second for precise records

📸 Clock In - Start Your Work Day:

When you arrive at work and start your day, click the blue "Clock In" button. This records your arrival time with exact timestamp. You'll see a confirmation message "You have not clocked in yet today" before clocking in. After successful clock in, your arrival time appears in the "Today" section. (Click image to zoom)

Clock In Details

The clock in screen shows the current date and time at the top. You'll see a message indicating you haven't clocked in yet. Simply click the blue "Clock In" button to register your arrival. The system records the exact time down to the second. Your clock in time will then appear in the "Today" section under "Clock in time". The "Recent days" table shows your attendance history for the last 2-3 days.

📸 Clock Out - End Your Work Day:

When you finish work and are ready to leave, click the red "Clock Out" button. This records your departure time and automatically calculates your total working hours for the day. The system computes the duration between your clock in and clock out times to show total hours worked. (Click image to zoom)

Clock Out Details

After clocking in, you'll see your clock in time displayed (e.g., 06:16:31). The clock out time shows as "-" until you clock out. Total hours remains "-" until you complete the day by clocking out. When ready to leave, click the prominent red "Clock Out" button. The system will record your exit time and calculate total working hours. The Recent days section shows previous attendance with complete records including total hours like "10.26" for full days.

Attendance Information Includes:

Current Date: Today's date displayed prominently
Current Time: Real-time clock showing present time
Clock In Time: Exact time you arrived (HH:MM:SS)
Clock Out Time: Exact time you departed (HH:MM:SS)
Total Hours: Calculated work duration for the day
Status Badge: Date badge showing current date

Recent Days: Last 3 days attendance history
Date Column: Date in YYYY-MM-DD format
Clock In Column: Arrival time or "-" if not clocked in
Clock Out Column: Departure time or "-" if not clocked out
Total Hours Column: Calculated hours or "-" if incomplete
Historical Records: View past attendance patterns

💡 How to Use Attendance System:

Morning Arrival: When you reach office/start work, open the attendance page
Click Clock In: Press the blue "Clock In" button immediately upon arrival
Verify Time: Check that the clock in time is recorded correctly
Work Normally: Continue with your regular work throughout the day
Evening Departure: Before leaving office/ending work, return to attendance page
Click Clock Out: Press the red "Clock Out" button when you're ready to leave
Check Total Hours: Verify your total working hours calculation
Review History: Check Recent Days table to see your attendance pattern
Report Issues: If you forget to clock in/out, inform HR immediately
Quick Access: Use header dropdown menu for faster access to attendance

Understanding Attendance Records:

Complete Day: Shows clock in time, clock out time, and total hours (e.g., 03:19:20, 13:35:02, 10.26)
Incomplete Day: Shows only clock in but "-" for clock out and total hours if you forgot to clock out
Not Clocked In: Shows "-" for both clock in and total hours if you forgot to clock in
Odd Clock Out: Shows only clock out time without clock in (indicates you forgot morning clock in)
Current Day Incomplete: Today's record will show "-" for clock out until you clock out
Total Hours Format: Displayed as decimal hours (e.g., 10.26 = 10 hours 16 minutes)
Time Format: All times shown in HH:MM:SS format (24-hour clock)
Date Format: Dates displayed as YYYY-MM-DD for consistency

⚠️ Attendance Important Notes:

Daily Responsibility: You must clock in and clock out every working day
Accurate Times: Always clock in/out at actual arrival/departure times
No Proxy: Never ask colleagues to clock in/out on your behalf
Forgot Clock In: If you forget, inform HR same day with your actual arrival time
Forgot Clock Out: Contact HR next day with your actual departure time
Technical Issues: If system has problems, email HR immediately with timestamp
Leave Days: Don't clock in/out on approved vacation or sick leave days
Half Days: Clock in and out even for half-day work
Work From Home: Check company policy - may need to clock in/out even remotely
Accuracy Matters: Attendance records are used for payroll, performance, and compliance
Company Policy: Late arrivals or early departures may require HR approval
Review Weekly: Check your attendance records every week for accuracy

Common Attendance Scenarios:

Normal Day: Clock in at start (e.g., 09:00), clock out at end (e.g., 18:00) = 9 hours
Overtime: Clock out later than usual, system calculates extra hours worked
Half Day: Clock in and out for shorter duration, hours reflect actual time
Late Arrival: Clock in whenever you arrive, time is recorded accurately
Early Leave: Clock out early, system records actual hours worked
Forgot Morning Clock In: Clock out still works but total shows "-" - inform HR
Forgot Evening Clock Out: Next day shows incomplete record - inform HR
Weekend Work: Clock in/out if working on weekend/holiday
Multiple Locations: Clock in/out from any location if remote work allowed
Break Time: Usually no need to clock out for lunch break - check policy

✅ Attendance Best Practices:

Be Consistent: Clock in and out at the same time daily for good record
Immediate Action: Clock in immediately upon arrival, clock out right before leaving
Don't Rush: Take 30 seconds to ensure clock in/out is successful
Check Confirmation: Always verify the time is recorded after clicking button
Header Access: Bookmark or use header dropdown for quick daily access
Mobile Friendly: Save page on phone home screen for easy mobile access
Set Reminders: Phone alarm reminder to clock out before leaving office
Check History: Review recent days each Friday to catch any missed entries
Communicate: If pattern change (new shift, remote work), inform HR in advance
Stay Honest: Accurate attendance reflects your professionalism and integrity

Payroll - View Salary Details

Complete payroll information system where you can view your salary details, payment history, salary breakdown, deductions, bonuses, and all compensation-related information. Access your monthly payslips, check payment dates, review salary components, and track your earnings throughout the year. Full transparency in your compensation with detailed breakdown of gross salary, net salary, taxes, and other deductions.

Key Features:

View complete salary details with monthly breakdown
Access current month and previous months' payroll information
See gross salary, net salary, and all deductions
View tax deductions and social security contributions
Check bonuses, allowances, and additional compensation
Review overtime payments and commissions (if applicable)
Download payslips in PDF format for your records
View payment date and payment method
See year-to-date (YTD) earnings and deductions
Check bank account details for salary transfer
View salary history for previous months and years
Access salary certificates for loan or visa applications

Payroll Dashboard - Salary Overview

Your payroll dashboard showing current month's salary summary, payment status, gross salary, net salary, total deductions, and quick access to payslip. View at a glance your earnings for the month and payment schedule. See breakdown of all salary components in one place. (Click image to zoom)

Payslip Details - Complete Breakdown

Detailed payslip showing all salary components - basic salary, allowances (housing, transport, etc.), bonuses, overtime, gross salary, deductions (tax, insurance, pension), and final net salary. Includes employee information, payment date, payment method, and employer details. Download as PDF for your records. (Click image to zoom)

Salary History - Monthly Records

View your complete salary history by month and year. See payment dates, gross amounts, net amounts, and deductions for each pay period. Filter by year to review annual earnings. Compare month-to-month changes and track your compensation over time. Access and download payslips from any previous month.

YTD Summary - Year-to-Date Earnings

Comprehensive year-to-date summary showing total gross earnings, total net earnings, total tax paid, total deductions, and other cumulative figures from January to current month. Perfect for understanding your annual compensation and tax obligations. Useful for personal financial planning and tax filing.

Payroll Information Includes:

Basic Salary: Your base monthly salary
Allowances: Housing, transport, meal allowances
Bonuses: Performance bonus, annual bonus
Overtime: Extra hours compensation
Commissions: Sales commissions if applicable
Gross Salary: Total before deductions

Tax Deductions: Income tax withholding
Insurance: Health/life insurance premiums
Pension: Retirement fund contributions
Other Deductions: Loans, advances repayment
Net Salary: Final amount you receive
Payment Date: When salary is transferred

💡 How to Use Payroll System:

Check Monthly: Review your payslip every month after salary is processed
Verify Details: Check all amounts are correct - basic salary, allowances, bonuses
Review Deductions: Ensure tax and insurance deductions are accurate
Download Payslip: Save PDF copy for your personal records
Compare Previous: Check against previous months to spot any changes
Question Errors: If you see any mistakes, contact HR immediately via email
Track Bonuses: Monitor when bonuses are added to your salary
YTD Review: Check year-to-date totals for annual planning
Tax Planning: Use YTD tax deductions for tax return preparation
Keep Records: Maintain payslips for at least 3 years
Salary Certificate: Request from HR if needed for loans or visa
Bank Details: Verify your bank account information is correct

Understanding Your Payslip:

Pay Period: The month/dates the salary covers
Employee ID: Your unique employee identification number
Designation: Your job title/role in the company
Join Date: Your employment start date
Earnings: All payments made to you (salary, allowances, bonuses)
Deductions: All amounts subtracted (tax, insurance, loans)
Net Pay: Final amount deposited to your bank account
Payment Method: Usually bank transfer with account details
Payment Date: When the salary was/will be transferred

⚠️ Payroll Important Notes:

Confidential: Your salary information is private - don't share with colleagues
Check Regularly: Always review payslip each month for accuracy
Report Errors: Contact HR immediately if you find any discrepancies
Payment Delays: If salary not received on time, inform HR right away
Tax Compliance: Ensure tax deductions are correct for your own protection
Bank Updates: Notify HR if you change bank account details
Document Storage: Keep payslips safe - you may need them for loans, visa, etc.
Read-Only: You can view but not edit payroll information
Questions: For salary queries, contact HR department, not admin

Common Payroll Scenarios:

Bonus Month: Check for additional bonus amount in earnings section
Salary Increase: Verify new basic salary after promotion/raise
Overtime: Look for overtime hours and payment in earnings
Unpaid Leave: Deductions may show salary reduction for unpaid days
Loan Repayment: Check deductions section for loan EMI
Commission: Sales staff can see commission in variable earnings
Tax Adjustment: End of year may have tax adjustments
Pro-rata: First/last month may show partial salary for partial month worked

Vacation Request - Submit Leave Applications

Complete vacation and leave request system where you can submit requests for time off, view your leave balance, check request status, and manage all your vacation applications. Request paid leave, sick leave, personal days, or other types of time off. Track your annual leave entitlement, used days, and remaining days. Admin reviews and approves/rejects your requests with notifications sent to keep you updated.

Key Features:

Submit new vacation/leave requests online anytime
Select leave type (Annual Leave, Sick Leave, Personal, Unpaid)
Choose start date and end date for your leave period
Calculate total days automatically (working days only)
Add reason/notes to explain your leave request
View your total annual leave entitlement
Check how many leave days you've used this year
See remaining leave days available
Track request status (Pending, Approved, Rejected)
View all previous leave requests and history
Get email notifications when admin responds to request
See admin's approval/rejection notes and feedback
Edit pending requests before admin reviews them
Cancel submitted requests if plans change

Leave Balance - Your Vacation Overview

Dashboard showing your complete leave balance - total annual leave entitlement, days used so far this year, days pending approval, and remaining days available. Color-coded display makes it easy to see your vacation status at a glance. Plan your time off based on available balance. (Click image to zoom)

Submit Leave Request - New Application

Form to submit new vacation request. Select leave type from dropdown, pick start and end dates using calendar picker, system automatically calculates working days, add reason for leave, and submit for admin review. Simple and quick process to request time off work.

Leave History - All Requests

Complete list of all your leave requests - past, present, and pending. See leave type, start date, end date, number of days, status (Pending/Approved/Rejected), submission date, and admin's response. Filter by status or date range to find specific requests. Track your entire vacation history.

Approved Request - Confirmation Details

View details of approved leave request showing leave dates, approved status with green badge, admin approval notes, and confirmation. Print or save confirmation for your records. Know that your vacation is officially approved and you can make travel plans confidently.

Pending Request - Waiting for Approval

View pending leave requests that are awaiting admin review and approval. Status shows "Pending" with yellow badge. You can edit request details or cancel the request if your plans change. Once admin reviews, you'll receive notification with decision.

Leave Types Available:

Annual Leave: Paid vacation days (main entitlement)
Sick Leave: For illness (may require medical certificate)
Personal Leave: Personal matters or emergencies
Unpaid Leave: Time off without salary

Maternity Leave: For expecting mothers
Paternity Leave: For new fathers
Compassionate Leave: Family emergencies
Study Leave: For education/training

💡 How to Request Leave:

Check Balance: First verify you have sufficient leave days available
Plan Ahead: Submit requests well in advance (at least 2 weeks for annual leave)
Click Submit: Go to Vacation Request section and click "New Request"
Select Type: Choose appropriate leave type (Annual, Sick, Personal, etc.)
Pick Dates: Select start date and end date using calendar picker
Verify Days: Check automatically calculated working days count
Add Reason: Write clear reason for your leave request
Review: Double-check all details before submitting
Submit: Click submit button to send request to admin
Wait for Response: Admin will review and respond (usually within 2-3 days)
Check Status: Monitor request status in leave history
Get Notification: You'll receive email when admin approves/rejects

Leave Request Best Practices:

Advance Notice: Submit annual leave requests at least 2 weeks before start date
Busy Periods: Avoid requesting leave during peak business periods
Clear Reasons: Always provide specific reason for leave request
Professional: Keep reason professional and brief
Medical Certificates: For sick leave over 3 days, be ready to provide doctor's note
Team Coordination: Inform your team before submitting extended leave
Work Handover: Arrange coverage for your responsibilities during absence
Emergency Leave: For urgent matters, call admin and submit request ASAP
Split Requests: Long vacations can be split into multiple requests if needed
Check Calendar: Verify no important meetings/deadlines during your leave

✅ Leave Management Tips:

Track Your Balance: Monitor remaining days throughout the year
Plan Annual Leave: Plan vacation early in the year to secure preferred dates
Use Your Days: Don't let annual leave expire - use your entitlement
Coordinate: Check if colleagues are on leave same dates to ensure coverage
Flexibility: Be flexible with dates if admin suggests alternatives
Proper Handover: Brief colleagues on pending work before leave
Out of Office: Set email auto-reply during vacation
Emergency Contact: Leave emergency contact number with admin
Return Plans: Inform when you'll be back if leave extends
Respect Decisions: If rejected, ask admin for suitable alternative dates

⚠️ Leave Policy Guidelines:

Advance Notice: Annual leave requires minimum 2 weeks advance notice (company policy)
Maximum Days: Check company policy for maximum consecutive leave days allowed
Approval Time: Admin typically responds within 2-3 business days
Peak Periods: Leave may be restricted during busy seasons
Team Balance: Admin ensures team coverage before approving
Sick Leave: Medical certificate required for sick leave over 3 days
Unpaid Leave: Only approved in special circumstances
Leave Carryover: Check if unused leave carries to next year
Public Holidays: Don't count as leave days if they fall in your vacation
Rejection Reasons: Admin will explain if leave request is rejected
No Show: Taking unauthorized leave is serious misconduct
Emergencies: For true emergencies, call admin immediately

Leave Request Status Updates:

Pending: Request submitted, awaiting admin review
Approved: Leave approved - you can proceed with vacation plans
Rejected: Not approved - read admin notes for reason and alternative suggestions
Email Notifications: You receive email for all status changes
Admin Notes: Check admin comments for approval conditions or rejection reasons
Edit Before Approval: Can edit pending requests before admin reviews
Cannot Edit Approved: Once approved, contact admin to make changes

Understanding Leave Balance:

Total Entitlement: Annual leave days you're entitled to per year (e.g., 21 days)
Used Days: Leave days you've taken so far this year
Pending Days: Days in pending requests not yet approved/rejected
Remaining Days: Available days = Entitlement - Used - Pending
Calculation: System updates balance automatically after approval
Year Reset: Balance resets on January 1st (or your anniversary date)
Pro-rata: New employees get pro-rated leave based on join date

Legal Pages - View Only Access

Access to important company legal documents, policies, terms and conditions, and official documentation. All legal pages are view-only for employees to read, understand, and reference as needed. Stay informed about company policies, employment terms, code of conduct, privacy policies, and other legal requirements. Essential information for compliance and understanding your rights and responsibilities as an employee.

Key Features:

View all company legal documents and policies
Access employment terms and conditions
Read employee code of conduct and ethics policy
Review company privacy policy and data protection
See terms of service and user agreements
Access anti-discrimination and harassment policies
View health and safety regulations
Read company intellectual property policy
Review confidentiality and non-disclosure agreements
Access disciplinary procedures documentation
See grievance and complaint procedures
Download legal documents for personal reference (PDF)
Search legal pages by keyword or topic
View last updated date for each document

Legal Pages List - All Documents

Browse complete list of all legal documents and company policies available for viewing. See document titles, categories, last updated dates, and quick view buttons. Organized by category for easy navigation - Employment, Compliance, Policies, Safety, etc. Click any document to read full content. (Click image to zoom)

Legal Document View - Full Content

Read complete legal document with formatted text, sections, and subsections. View document title, category, publication date, last updated date, and full content. Professional formatting makes documents easy to read and understand. Option to download as PDF for offline reference. (Click image to zoom)

Available Legal Documents:

Employment Terms: Your contract and conditions
Code of Conduct: Workplace behavior and ethics
Privacy Policy: Data protection and confidentiality
Health & Safety: Workplace safety regulations
Leave Policy: Vacation and leave rules
Disciplinary Policy: Procedures for misconduct
Grievance Process: How to file complaints

Anti-Harassment: Workplace harassment policy
Equal Opportunity: Non-discrimination policy
IP Policy: Intellectual property rights
Confidentiality: NDA and information security
Social Media: Social media usage guidelines
IT Policy: Technology and equipment usage
Termination: Employment termination procedures

💡 How to Use Legal Pages:

Familiarize Yourself: Read all legal documents during your first week
Employment Terms: Review your employment contract carefully
Code of Conduct: Understand workplace behavior expectations
Company Policies: Know key policies affecting your daily work
Leave Policy: Understand vacation rules before requesting leave
Reference When Needed: Come back to review specific policies as situations arise
Download Important: Save PDF copies of critical documents
Stay Updated: Check for updates periodically (last updated dates shown)
Ask Questions: If unclear about any policy, ask HR for clarification
Compliance: Follow all policies to avoid disciplinary action

⚠️ Legal Pages Important Notes:

View Only: You can read but not edit legal documents
Binding Agreement: These documents form your employment contract
Compliance Required: Following policies is mandatory, not optional
Your Responsibility: You're responsible for knowing and following policies
Updates: Policies may be updated - check last modified dates
Acknowledgment: Reading policies means you agree to comply
Questions: Contact HR if anything is unclear or confusing
Violations: Policy violations can result in disciplinary action
Keep Private: Don't share confidential company documents externally

Understanding Legal Documents:

Read Carefully: Legal language can be complex - read slowly and carefully
Take Notes: Note important points that affect your daily work
Seek Clarification: If terms are unclear, ask HR to explain
Know Your Rights: Policies protect you too, not just the company
Grievance Process: Know how to raise concerns if policies are violated
Updates Matter: When policies update, read changes carefully
Document Reference: Note document names when discussing policies with HR

FAQ - Frequently Asked Questions

Comprehensive knowledge base with frequently asked questions and answers organized by category. Find quick answers to common questions about system usage, policies, procedures, and workplace matters. Browse FAQ by category including General, HR, Payroll, Leave, Property, Tasks, Technical, and more. View-only access to help you find information quickly without contacting admin for routine questions.

Key Features:

Browse FAQs organized by categories for easy navigation
Search FAQs by keyword or question text
View questions and detailed answers
Categories include: General, HR, Payroll, Leave, Property, Tasks, Technical
Expand/collapse answers for better readability
See how many questions in each category
Access common system usage questions and solutions
Learn troubleshooting steps for common issues
Understand policies through Q&A format
View contact information if your question isn't answered
Recently added FAQs highlighted
Print or download FAQ sections for reference

FAQ Categories - Browse by Topic

View all FAQ categories with question counts. Click any category to see all questions and answers in that section. Categories include General Questions, HR & Employment, Payroll & Salary, Leave & Vacation, Property Management, Task Management, Technical Support, and more. Organized structure helps you find answers quickly. (Click image to zoom)

FAQ List - Questions & Answers

Browse all questions within a category. Each FAQ shows the question as heading with expandable answer section. Click to expand and read detailed answer with step-by-step guidance, links to relevant pages, and helpful tips. Accordion style keeps interface clean and easy to scan. (Click image to zoom)

FAQ Answer Details - Comprehensive Help

Read detailed FAQ answers with step-by-step instructions, screenshots, links to related pages, and helpful notes. Answers are written in clear, easy-to-understand language. Many include examples or scenarios to clarify the information. Some answers link directly to relevant system pages. (Click image to zoom)

FAQ Categories Available:

General: System basics and getting started
HR & Employment: Employment-related questions
Payroll: Salary and payment queries
Leave & Vacation: Leave request help
Property: Property viewing and listings
Task Management: Working with tasks

Calendar: Scheduling and appointments
Inbox: Email system questions
Technical: Login, password, system issues
Policies: Company policy clarifications
Contact: Who to contact for what
Troubleshooting: Common problem solutions

💡 How to Use FAQ Effectively:

Check FAQ First: Before contacting admin, check if FAQ has your answer
Use Search: Type keywords in search bar for quick results
Browse Categories: If searching doesn't help, browse relevant category
Read Carefully: Read entire answer including notes and tips
Follow Steps: Many answers have step-by-step instructions - follow in order
Check Links: Click links in answers to access relevant pages directly
Try Solutions: For technical issues, try troubleshooting steps before contacting support
Multiple FAQs: Sometimes related FAQs have additional helpful information
Still Stuck?: If FAQ doesn't solve your issue, contact admin via email
Save Time: Bookmark frequently needed FAQs for quick reference

Common FAQ Topics:

"How do I submit a leave request?" - Step-by-step leave application guide
"Where can I see my payslip?" - Navigate to payroll section
"How do I update task status?" - Task management instructions
"Can I view property owner contact?" - Property information access
"How to reset my password?" - Password recovery process
"Who do I contact for X?" - Contact information directory
"How many leave days do I have?" - Check leave balance
"How to add calendar appointment?" - Calendar usage guide
"Email not sending - what to do?" - Email troubleshooting
"What's the company leave policy?" - Policy explanations

✅ FAQ Best Practices:

Self-Service: FAQ empowers you to find answers independently
Time Saver: Get instant answers instead of waiting for email reply
24/7 Available: Access FAQ anytime, even outside office hours
Comprehensive: Most common questions are covered in detail
Up to Date: FAQ is regularly updated with new questions
Clear Answers: Written in simple language, easy to understand
Reduces Admin Load: Finding your own answers helps admin focus on complex issues
Learn System: Reading FAQs helps you understand system better
Troubleshoot: Many technical issues can be solved via FAQ
Policy Clarity: FAQ explains policies in Q&A format that's easier to grasp

⚠️ FAQ Guidelines:

View Only: You can read FAQs but cannot add or edit them
Check First: Always check FAQ before emailing admin with questions
Not Comprehensive: FAQ covers common questions, not every scenario
Contact if Needed: If FAQ doesn't answer your specific question, contact admin
Follow Instructions: For system tasks, follow FAQ steps exactly as written
Policy Reference: FAQ is for guidance - refer to official legal pages for policy details
Updates: FAQ is updated regularly, check back if you don't find answer
Suggest Topics: Email admin if you think a new FAQ topic should be added

When FAQ Doesn't Help:

If you can't find answer in FAQ:

Complex Issues: Email admin describing your specific situation
Personal Matters: Contact HR directly for personal employment matters
Urgent Problems: For urgent issues, call admin instead of email
Technical Problems: If troubleshooting doesn't work, report to technical support
Policy Questions: For specific policy interpretations, ask HR
System Bugs: Report system errors to admin with screenshots
Provide Details: When contacting, mention you checked FAQ but need specific help

History - Check Login Logs

Complete login history and security logs showing all access activity to your employee account. Monitor when and where you logged in, track login attempts, verify authorized access, and ensure account security. View detailed information about each login session including date, time, IP address, browser, device, and location. Essential for security awareness and detecting any unauthorized access attempts to your account.

Key Features:

View complete login history with all access records
See login date and exact time for each session
Check IP address from where login was made
View browser and device information (Chrome, Firefox, Safari, etc.)
See operating system details (Windows, Mac, iOS, Android)
Check geographical location of login (city, country)
Filter login history by date range (from - to)
Search logs by IP address or location
View successful login vs failed login attempts
See session duration and logout time
Identify suspicious or unauthorized login attempts
Export login history for personal security records
Track login patterns to verify your own access
Report suspicious activity to admin immediately

Login History - Complete Access Records

Comprehensive table displaying all your login activities with detailed information for each session. View date and time of login, IP address, geographical location (city/country), browser type, device information, operating system, and login status. Each row in the table represents one login session with color-coded status indicators - green for successful logins and red for failed attempts. Use the search and filter options to find specific login records by date range, location, or IP address. Scroll through your complete access history to monitor account security and verify all access attempts are legitimate. (Click image to zoom)

Login Log Information Includes:

Date & Time: Exact timestamp of login
IP Address: Internet address used for login
Location: City and country (based on IP)
Browser: Chrome, Firefox, Safari, Edge, etc.
Device Type: Desktop, laptop, mobile, tablet
Operating System: Windows, Mac, iOS, Android, Linux

Login Status: Success or failed attempt
Session Duration: How long you were logged in
Logout Time: When you logged out or session expired
User Agent: Detailed browser and system info
Login Method: Regular login, remember me, etc.
Security Flags: Any security alerts or warnings

✅ Good Security Habits:

Weekly Check: Review login history every Monday morning
Strong Unique Password: Use password manager for strong passwords
Logout Always: Especially on shared or public computers
Browser Security: Keep browser and OS updated
Trusted Devices: Only login from your personal trusted devices
Secure Networks: Use secure WiFi, avoid public networks
No Sharing: Keep your credentials completely private
Report Promptly: Don't wait if you see suspicious activity
Stay Aware: Security is your responsibility too
Educate Yourself: Learn about security threats and how to prevent them

Did You Know?

General

General Information About This Panel

Panel Overview:

Your Daily Workflow:

💡 Quick Start Guide:

Who Uses This Panel:

Your Permissions:

My Profile - Complete Profile Management

Profile Sections Overview:

Important Profile Notes:

👤 1. Personal Information

Personal Information Form

👶 2. Children Information

Children Details Form

💼 3. Employment Information

Employment Status

💰 4. Base Salary Data

Salary Structure Details

🏠 5. Address Information

Complete Address Form

🏦 6. Bank Details

Bank Account Information

🛡️ 7. Insurance Information

Insurance Coverage Details

📑 8. Withholding Tax Information

Tax Status Information

📄 9. My Documents

Document Upload Interface

My Documents Dashboard

🔗 10. Integrations

Integration Management Panel

💡 Profile Management Best Practices:

⚠️ Profile Important Notes:

Property - View Listed Properties

Key Features:

Property List - All Available Listings

Property Details - Complete Information

Property Location - Google Maps Integration

Property Information Includes:

✅ How to Work With Properties:

Best Practices for Property Work:

⚠️ Important Notes:

Inbox

Complete Mail System

Key Features:

Inbox - Received Emails List

Compose Email - Send New Messages

Read Email - View Full Message

Reply to Email - Quick Response

Sent Emails - Communication History

Email System Features:

💡 How to Use the Mail System:

Common Email Use Cases:

✅ Email Best Practices:

⚠️ Email Guidelines:

Email Notifications:

Productivity

Tasks - Get Tasks from Admin

Key Features:

Task List - All Assigned Tasks

Update Task Status - Progress Tracking

Task Information Includes:

💡 How to Work With Tasks:

Task Status Guide:

✅ Task Management Best Practices:

⚠️ Important Task Guidelines:

Good vs Bad Task Notes Examples:

Calendar - Scheduling & Date Alerts

Key Features:

Calendar View - Monthly Overview

Create Appointment - Schedule New Event

Upcoming Appointments - List View

Edit Appointment - Reschedule or Update

Appointment Alerts - Notification System

Calendar Event Types:

💡 How to Use Calendar Effectively:

Calendar Best Practices:

✅ Appointment Management Tips: