# Employee management

This guide will help you manage employee groups, configure leave policies, create employee profiles, and define employee types. It provides everything you need to organize and maintain your workforce effectively.<span></span>

# Employee Group

<div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-objective%3A%C2%A0to-define-1">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Objective:</span></span> Organizes your workforce into structured categories, making management and permissions easier.

</div>**<span class="TextRun SCXW96639903 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0" data-ccp-parastyle="heading 3">Key Functions</span></span>**<span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"201341983":0,"335551550":0,"335551620":0,"335559738":246,"335559739":246,"335559740":300}"> </span>

<div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-create-and-manage-em">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Create and manage employee groups</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-assign-employees-to-">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Assign employees to specific groups</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW96639903 BCX0" id="bkmrk-use-groups-for-acces">- <span class="TextRun SCXW96639903 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW96639903 BCX0">Use groups for access control, workflows, or reporting</span></span><span class="EOP SCXW96639903 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div>**<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0" data-ccp-parastyle="heading 3">Core Components &amp; Data Fields</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335551550":0,"335551620":0,"335559738":0,"335559739":120}"> </span>**

<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">The "Create" form for this module acts as a template for labor compliance and scheduling flexibility.</span></span>

<div class="OutlineElement Ltr SCXW44752780 BCX0" id="bkmrk-field-%2F-component%C2%A0-d"><div class="TableContainer Ltr SCXW44752780 BCX0"><div aria-hidden="true" class="WACAltTextDescribedBy SCXW44752780 BCX0" id="bkmrk--11"></div><table aria-rowcount="7" border="0" class="Table Ltr TableWordWrap SCXW44752780 BCX0" data-tablelook="1696" data-tablestyle="MsoNormalTable" dir="ltr" style="width: 100%; height: 258.969px;"><tbody class="SCXW44752780 BCX0"><tr aria-rowindex="1" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstRow FirstCol AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Field / Component</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="FirstRow AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="columnheader" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Description</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="FirstRow LastCol AdvancedProofingLightMode ContextualSpellingLightMode SpellingErrorLightMode SimilarityReviewedBlack SimilarityUnreviewedLightMode AddInCritiqueRedLightMode2 AddInCritiqueGreenLightMode2 AddInCritiqueBlueLightMode2 AddInCritiqueLavenderLightMode2 AddInCritiqueBerryLightMode2 HighContrastShading SCXW44752780 BCX0" data-celllook="69905" role="columnheader" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Professional Utility</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="2" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Group Name</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Text input (e.g., "Executive Team," "Staging/Interns").</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Categorizes staff for easier scheduling.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="3" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Paid Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Automates benefit tracking for full-time staff.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="4" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Unpaid Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Sets boundaries for part-time or casual labor.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="5" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Sick Leave</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Numerical input (Days per Year).</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Essential for health safety (HACCP) compliance.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr><tr aria-rowindex="6" class="TableRow SCXW44752780 BCX0" role="row" style="height: 46.5938px;"><td class="FirstCol SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Trade Shift</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Toggle (Yes/No)</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 46.5938px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Determines</span><span class="NormalTextRun SCXW44752780 BCX0"> if this any employee wants to exchange his/her shift with another employee.</span></span>

</td></tr><tr aria-rowindex="7" class="TableRow SCXW44752780 BCX0" role="row" style="height: 29.7969px;"><td class="FirstCol LastRow SCXW44752780 BCX0" data-celllook="4369" role="rowheader" style="width: 15.0179%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Status</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastRow SCXW44752780 BCX0" data-celllook="4369" style="width: 37.3063%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Toggle (Active/Inactive)</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td><td class="LastCol LastRow SCXW44752780 BCX0" data-celllook="4369" style="width: 47.5566%; height: 29.7969px;"><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Instantly enables/disables all permissions for this group.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

</td></tr></tbody></table>

</div></div>**<span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0" data-ccp-parastyle="heading 3">Functional Components</span></span>**<span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"335551550":0,"335551620":0,"335559738":0,"335559739":120}"> </span>

<div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-search-bar%3A%C2%A0quick-fi">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">Search Bar:</span></span><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0"> Quick-filter groups by name (e.g., searching "Front" to find "Front of House").</span></span>

</div><div class="ListContainerWrapper SCXW44752780 BCX0" id="bkmrk-%27create%27-button%3A%C2%A0ope">- <span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0">'Create' Button:</span></span><span class="TextRun SCXW44752780 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW44752780 BCX0"> Opens the configuration suite for a new group.</span></span><span class="EOP SCXW44752780 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":240,"335559739":240}"> </span>

</div>[![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/fQ4image.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/fQ4image.png)

*Figure: Employee Group*

[![Screenshot 2026-03-03 093524.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-03-093524.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-03-093524.png)

We can create an Employee Group along with different parameters:  
-Name   
-Paid leave count  
-Unpaid leave count  
-Sick leave count  
-Trade shift count   
-Paid leave count per month  
-Unpaid leave count per month  
-Sick leave count per month

# Leave Management

<span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">**Objective:** Ensures smooth, transparent, and accurate handling of employee leave requests and policies.</span></span>

<span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">The </span></span><span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">Leave Management</span></span><span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0"> sub‑module handles all leave‑related policies and employee leave configurations.</span></span><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":210,"335559739":210,"335559740":300}"> </span>

**<span class="TextRun SCXW24010504 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0" data-ccp-parastyle="heading 3">Key Functions</span></span>**<span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"201341983":0,"335551550":0,"335551620":0,"335559738":246,"335559739":246,"335559740":300}"> </span>

<div class="ListContainerWrapper SCXW24010504 BCX0" id="bkmrk-define-leave-types-%28">- <span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">Define leave types (e.g., Casual Leave, Sick Leave, Earned Leave)</span></span><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW24010504 BCX0" id="bkmrk-set-leave-rules%2C-ent">- <span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">Set leave rules, entitlements, and carry‑forward limits</span></span><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW24010504 BCX0" id="bkmrk-configure-approval-p">- <span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">Configure approval processes</span></span><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW24010504 BCX0" id="bkmrk-track-leave-balances">- <span class="TextRun SCXW24010504 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0">Track leave balances</span></span><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><span class="EOP SCXW24010504 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}">**<span class="TextRun SCXW24010504 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW24010504 BCX0" data-ccp-parastyle="heading 3">Components:</span></span>**</span>

- **Search Bar:** Filter by Employee Name, Date, Duration or Leave Type (e.g., "Sick Leave").
- **'Create' Button (Request Leave):** Opens a standardized form for staff or managers to log a new absence.
- **Created List (The Dashboard):** A high-visibility view showing all historical leave entries.

- **Functionality**: Enables the creation and management of employee leave records, ensuring that leave requests comply with available entitlements and receive proper manager approval.

[![Screenshot 2026-03-03 153549.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-03-153549.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-03-153549.png)

*Figure: Leave Management*

*[![Screenshot 2026-03-03 153549.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/xq7screenshot-2026-03-03-153549.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/xq7screenshot-2026-03-03-153549.png)*

*Figure: Leave Management \[Create Leave\]*

Users can apply leave(s) along with different parameters:  
-Leave Date(s)  
-Leave Type  
-Reason

[![Screenshot 2026-03-05 104201.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-104201.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-104201.png)

*Figure: Leave Management \[Past Leave Duration\]*

-Users are able to review past leaves categorized by duration.

[![Screenshot 2026-03-05 110350.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-110350.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-110350.png)

[![Screenshot 2026-03-05 104302.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-104302.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-104302.png)

*Figure: Leave Management \[<span class="Yjhzub">Filter leave history by branch, employee, or status</span>\]*

-Users are able to filter past leaves based on branch, person, and status.

# Employee

<span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">**Objective:** Maintains a centralized employee directory with all essential details for HR, payroll, and operations.<span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":210,"335559739":210,"335559740":300}"> </span></span></span>

<span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">This sub‑module is used to create and maintain complete employee profiles.</span></span><span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":210,"335559739":210,"335559740":300}"> </span>

**<span class="TextRun SCXW181706419 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0" data-ccp-parastyle="heading 3">Key Functions</span></span>**<span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"201341983":0,"335551550":0,"335551620":0,"335559738":246,"335559739":246,"335559740":300}"> </span>

<div class="ListContainerWrapper SCXW181706419 BCX0" id="bkmrk-add-new-employees-wi">- <span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">Add new employees with employment details, personal, payroll details, Address details, Emergency contact details, and Identity documents </span></span><span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW181706419 BCX0" id="bkmrk-record-joining-date%2C">- <span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">Record joining date, role, salary structure, and identification documents</span></span><span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW181706419 BCX0" id="bkmrk-manage-employee-type">- <span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">Manage employee type (Fixed-term/Seasonal, Temporary, </span><span class="NormalTextRun SCXW181706419 BCX0">Part-time, Full-time</span><span class="NormalTextRun SCXW181706419 BCX0">)</span></span><span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW181706419 BCX0" id="bkmrk-update-employee-info">- <span class="TextRun SCXW181706419 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW181706419 BCX0">Update employee information as needed</span></span><span class="EOP SCXW181706419 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div>- **Functionality**: Facilitates the creation and management of individual employee records, ensuring accurate documentation of personal details, employment information, and supporting documents for streamlined workforce administration.

[![Screenshot 2026-03-03 165945.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-03-165945.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-03-165945.png)

*Figure: Employee*

[![Screenshot 2026-03-03 165945.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/Vniscreenshot-2026-03-03-165945.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/Vniscreenshot-2026-03-03-165945.png)

*Figure: Employee\[Employee Creation\]*

Users are able to create employee along with different parameters:  
-Employee Details  
-Personal Details  
-Payroll Details  
-Address Details  
-Emergency Contact Details  
-Identity Documents

[![Screenshot 2026-03-05 115035.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-115035.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-115035.png)

*Figure: Employee\[Employee data import/export operation\]*

-Users are able to import and export employee data as needed.

[![Screenshot 2026-03-05 120452.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-120452.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-120452.png)

*Figure: Employee \[Filter Employee data\]*

The user can filter employee records by fields such as  
-User Role  
-Person Name  
-Contact  
-Send Welcome Mail  
-Email

# Employee Type

<span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0"><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW52946262 BCX0">**Objective:** Ensures</span> every employee is assigned to the correct employment category, supporting accurate HR and payroll configurations.<span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":210,"335559739":210,"335559740":300}"> </span></span></span>

<span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">The </span></span><span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Employee Type</span></span><span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0"> sub‑module classifies employees based on employment structure.</span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":210,"335559739":210,"335559740":300}"> </span>

**<span class="TextRun SCXW52946262 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0" data-ccp-parastyle="heading 3">Key Functions</span></span>**<span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"134245418":true,"134245529":true,"201341983":0,"335551550":0,"335551620":0,"335559738":246,"335559739":246,"335559740":300}"> </span>

<span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Define employee types such as: </span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

<div class="ListContainerWrapper SCXW52946262 BCX0" id="bkmrk-full%E2%80%91time%C2%A0">- <span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Full‑time</span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW52946262 BCX0" id="bkmrk-part%E2%80%91time%C2%A0">- <span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Part‑time</span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW52946262 BCX0" id="bkmrk-contract%2Ffixed-term%2F">- <span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Contract/Fixed-term/Seasonal</span></span>

</div><div class="ListContainerWrapper SCXW52946262 BCX0" id="bkmrk-temporary%C2%A0">- <span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Temporary</span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div><div class="ListContainerWrapper SCXW52946262 BCX0" id="bkmrk-intern%C2%A0">- <span class="TextRun SCXW52946262 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW52946262 BCX0">Intern</span></span><span class="EOP SCXW52946262 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":0,"335551620":0,"335559738":0,"335559739":0,"335559740":300}"> </span>

</div>[![Screenshot 2026-03-05 122344.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/screenshot-2026-03-05-122344.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/screenshot-2026-03-05-122344.png)

*Figure: Employment Type*

*[![Screenshot 2026-03-05 122344.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/u96screenshot-2026-03-05-122344.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/u96screenshot-2026-03-05-122344.png)*

*Figure: Employment Type \[Employment Type Creation\]*