Welcome xerp Account

User ManualBy Heltech Services

Welcome XERPAddress: Unit - T2/8C, Millennium City IT Park, Sector V, Salt Lake, Kolkata - 700091, West Bengal, INDIAWebsite:Phone: +919582069600 https://www.heltechservices.com Page 2Copyright © 2026 All Rights Reserved. By Heltech Services

Page 3Table of Contents: 1.Introduction 2.Login 3.Dashboard 4.Office Manager 5.HRM Panel 6.Payroll & Accounts 7.Marketing 8.Admin Settings 9.Developer 10.FAQs 11.Troubleshooting 12.Contact Support Copyright © 2026 All Rights Reserved. By Heltech Services

page 4 About XERP What is xERP? Key Benefits xERP is an enterprise resource planning system (ERP) that helps manage daily business processes. It creates a centralized platform for employees, administrators, finance teams, HR teams, managers and developers to perform tasks. Our xERP is the best enterprise resource planning software that helps access real-time data, provide transparency and maintain data integrity. Our xERP resolves the need to use multiple disconnected software for managing different business operations like payroll management, leave management, attendance records, employee records and administrative operations. Embedding a centralized dashboard, xERP ensures handling your business data uniformly, errorlessly and enables users to access features that are relevant to their job responsibilities. It makes xERP the best enterprise resource planning software where you can seamlessly automate repetitive tasks, collaborate, minimize manual errors, and will be able to make informed decisions within minutes. Cloud based ERP solutions to access it from anywhere Centralising business information into a single dashboard Automating repetitive, and routine business process Minimising burden of paperwork and maintain transparency Fetching real-time data to increase operational productivity Creating accurate reports to make informed decisions Enhance collaboration across multiple departments Easy tracking of leaves, attendances and employee details CHAPTER 1 Copyright © 2026 All Rights Reserved. By Heltech Services

You can customize the company name, logo and login URL that are displayed on this page, as per your organisation’s branding. Note: Callouts: Employee ID Forgot Password Complete Profile (Interviewee) Enter the unique employee ID and password shared by your HR or company administrator. This ID is created by the system administrator for authentication and cannot be modified by the users. For the interviewee profile, unique employee ID and temporary password are created by HR administrators or system administrators. After signing in to the profile, the interviewee has to complete their details to the profile. If you have forgotten your user ID, click on the “Forgot user ID” option, and complete the process. If you have forgotten your password, click on the “Forgot password” option to reset, and create a new password. CHAPTER 2.1 Copyright © 2026 All Rights Reserved. By Heltech Services Page 6

Page Topic 5.0 HRM Panel Overview 5.1 Employee 5.2 HRM CMS 5.3 Employee Backlog Leave 5.4 User Panel 5.5 Hierarchy Management 5.6 Interview Management Page 20 HRM Panel Copyright © 2026 All Rights Reserved. By Heltech Services

Page 21 HRM Panel Overview: Features The HRM panel is basically the single, unified dashboard of the HR portal which is used for streamlining the workforce management. The HRM panel enables HR administrators to track payroll, employee attendances, handling leave requests, managing reimbursements and supervising recruitments. This module is effective in order to automate the HR routine activities, minimise the pressure of manual work, enhance compliance and create accuracy in employee records. Tracking employee attendance Accurate attendance reports Approving missing attendance Managing employee leaves Handling employee wave-off attendances Managing employee reimbursement Managing employee outdoor duty Handling holiday list Configuring leave type Clear HR Notice board Managing HR Policies Managing user accounts Login reports of user Organisational hierarchy management Managing interview and recruitment Handling exam sets Managing interview results Managing employee information Exporting reports in Excel Advanced search and filter options CHAPTER 5.0 Copyright © 2026 All Rights Reserved. By Heltech Services

Page Topic 5.1 Employee 5.1.1 Employee Attendance 5.1.2 Employee Wise Attendance Report 5.1.3 Month Wise Attendance Report 5.1.4 Approve Missing Attendance 5.1.5 Waive Off Attendance 5.1.6 Employee Reimbursement 5.1.7 Employee Leave Management 5.1.8 Outdoor Duty Page 22 HRM Panel Employee Copyright © 2026 All Rights Reserved. By Heltech Services

Status Description Pending Attendance has not been verified yet. Completed Attendance has already been verified. Page 23 CHAPTER 5.1.1 Employee Attendance HRM Panel → Employee → Employee Attendance The purpose of the employee attendance page is to enable HR administrators to track the monthly attendance submissions and make accurate record finalisation. Month Year Attendance Status Attendance Details Action Status Year Search by Month Action Status Navigation: Purpose: Available Information: Actions: Copyright © 2026 All Rights Reserved. By Heltech Services

Filter Description Search Employee Search employees by Name or Employee Code Location Filter employee attendances based on work location Department View attendance for a specific department Designation Filter records based on employee designation Select Order Type Search using Employee Name or Employee Code Sort Order Arrange employees alphabetically (A–Z / Z–A) or by Newest/Oldest Joining Page 24 Employee Attendance The attendance details page showcases complete attendance records of employees for the selected month. Individual attendance is shown for each of the employees in the form of grids to present daily attendance records and total working time. Attendance Details: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 25 CHAPTER 5.1.2 Employee Wise Attendance Report HRM Panel → Employee → Employee Wise AttendanceNavigation: This report displays attendance details for a specific employee during a selected date range. Use Employee ID instead of employee name for faster and more accurate searches. Purpose: Best Practice: Employee Name Employee ID From Date To Date From Date to To Date Employee Name/ ID Search Filters: Actions: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 26CHAPTER 5.1.3 Month Wise Attendance Report HRM Panel → Employee → Month Wise AttendanceNavigation: This report displays attendance details of employees in a selected month and year. Use Employee ID instead of employee name for faster and more accurate searches. Purpose: Best Practice: Employee Name Employee ID Month Year Year Search by Month Search employees by Name / ID Search Filters: Actions: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 27CHAPTER 5.1.4 Approve Missing Attendance HRM Panel → Employee → Approve Missing AttendanceNavigation: This section allows HR or authorized managers to review attendance records that were missed due to technical issues, forgotten punches, or approved corrections. Employee submits missing attendance → Manager reviews → HR verifies → Attendance approved → Payroll updated Purpose: Approval Workflow: Employee Code Employee Name Sign In Date Sign In Time Sign Out Date Sign Out Time Month Year Approval Status Available Actions Select Approval Filter by Employee Filter by Month Filter by Status Export Excel Available Information: Available Actions: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 28CHAPTER 5.1.5 Waive Off Attendance HRM Panel → Employee → Waive Off AttendanceNavigation: Waive Off Attendance allows HR to excuse attendance discrepancies for approved cases such as official work, training, medical emergencies, or company events. Purpose: View Requests Approve Waive Off Filter by Year Search by Month Export to Excel Pending Completed Features: Status: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 29CHAPTER 5.1.6 Employee Reimbursement HRM Panel → Employee → Employee ReimbursementNavigation: The Reimbursement page manages employee reimbursement claims submitted for official business expenses. Purpose: Cab Food HR Action HR Manager Action Manager Amount Bill Approved Amount Download Status User Type Code Bill Date Submit Date Submit Time Paid For Manager Remarks HR Remarks Supported Expense Types: Information Displayed: Copyright © 2026 All Rights Reserved. By Heltech Services Employee submits expense claim → Manager reviews → HR verifies → Finance approves → Payment processed Workflow:

Page 30CHAPTER 5.1.7 Employee Leave Management HRM Panel → Employee → Employee LeaveNavigation: This leave management page helps managing employee leave requests and approval workflows. Purpose: Sick Leave (SL) Earned Leave (EL) Compensatory Off Leave Without Pay (LWP) Action Approval Status Applied By Leave Type Submit Date Start Date End Date Resume Date Requested Leave EL Compensatory Off LWP Comment Upload document Leave Types: Information Available: Copyright © 2026 All Rights Reserved. By Heltech Services Employee applies for leave → Manager approves → HR verifies → Leave balance updated Workflow:

Page 31CHAPTER 5.1.8 Outdoor Duty HRM Panel → Employee → Outdoor DutyNavigation: Outdoor Duty records employee work performed outside the office premise for entirely official purposes during working hours. Purpose: Client Meetings Site Visits Field Sales Vendor Visits Training Programs Examples include: Copyright © 2026 All Rights Reserved. By Heltech Services Employee submits Outdoor Duty Request → Manager Approval → HR Approval → Attendance Updated Workflow:

Page Topic 5.2 HRM CMS 5.2.1 Notice Board 5.2.2 Create Holiday List 5.2.3 Generate Holiday List 5.2.4 Leave Type 5.2.5 Reimbursement Head 5.2.6 Policy Page 32 Chapter 4 HRM Panel HRM CMS Copyright © 2026 All Rights Reserved. By Heltech Services

Page 33 HRM CMS Overview: Features The HRM CMS (Human Resource Management Content Management System) enables HR administrators to create, manage and publish organization-wide HR contents like company policies, leave configurations, reimbursement categories, and holiday calendars from a centralized location. The employees always have access to updated HR documents, company policies, holiday schedules, leave rules, and reimbursement information. It also helps HR teams maintain standardized HR documentation and automate leave, holiday management across multiple office locations. Notice Board Management Holiday List Management Holiday Calendar Generation Leave Type Configuration Reimbursement Head Management Company Policy Document management Search and Filter Records Status (Active/Inactive) Management Export Data to Excel Uploading Documents CHAPTER 5.2 Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add New Create a new notice Upload Document Attach supporting document View Document Preview uploaded file Select Status Active or Inactive notice Search Search notice by title Export Export notice list to Excel Page 34CHAPTER 5.2.1 Notice Board HRM Panel → HRM CMS → Notice BoardNavigation: The Notice Board page allows HR administrators to publish important company announcements, circulars, event notices, holiday notifications, policy updates, and employee communications. Employees can access the latest notices directly from their ERP portal. This helps ensure maintaining consistent communication across the organization. Overview: Create new notices Upload supporting documents Set effective date Activate or deactivate notices Search notices Filter by status Export records to Excel Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Holiday List Name of holiday Date of Holiday Holiday date Location Applicable office location Status Active / Inactive Action Description Add New Holiday Create holiday Edit Holiday Update holiday information Assign Date and Location Add holiday date and Assign holiday to office Activate Holiday Enable holiday Search Search holiday Export Export holiday list Page 35CHAPTER 5.2.2 Create Holiday List HRM Panel → HRM CMS → Create Holiday ListNavigation: The Create Holiday List page allows HR administrators to create annual holiday calendars for different office locations. Holidays can be added, edited, activated, or deactivated according to organizational requirements. Overview: Create new holidays Active or inactive holidays Set effective date Setting locations Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Holiday Year Select year for holiday generation Action Description Submit Generate holiday calendar Reset Clear selected values Generate Holiday List Page 36CHAPTER 5.2.3 HRM Panel → HRM CMS → Generate Holiday ListNavigation: The Generate Holiday List page enable automatically creating a holiday calendar for the selected year based on the predefined holiday configuration. This page reduces manual efforts of creating annual holiday calendars. Overview: Select holiday year Generate annual holiday calendar Reset form Submit holiday generation Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Leave Name Name of leaves EL Earned Leave applicable Comp Off Compensatory Off applicable LWP Leave Without Pay applicable Status Active / Inactive Action Description Add New Create leave type Select EL Applicability of EL Select Comp Off Applicability of Comp Off Select LWP Applicability of LWP Select Status Active or Inactive status Search Search leave type Export Export leave configuration Leave Type Page 37CHAPTER 5.2.4 HRM Panel → HRM CMS → Leave TypeNavigation: The Leave Type page allows HR administrators to create and manage various leave categories available within the organization. Each leave type can be customised by defining settings like Earned Leave eligibility, Compensatory Off support, Leave Without Pay settings, and activation status that ensure appropriate compliance with organisational leave policies. Overview: Create leave type Configure Earned Leave Configure Comp Off Configure Leave Without Pay Activate or deactivate leave type Search leave types Export to Excel Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add New Create reimbursement category Select Status Active or inactive reimbursement category Search Search reimbursement head Export Export data Reimbursement Head Page 38CHAPTER 5.2.5 HRM Panel → HRM CMS → Reimbursement HeadNavigation: The Reimbursement Head page enables HR administrators to create along with manage reimbursement categories that are utilized for the employee expense claims. Each of the reimbursement claims showcase the type of expenses that employees can claim across the organization. These reimbursement categories heads are further used while creating reimbursement request and making approval workflows. Overview: Create reimbursement category Active or inactive status Search reimbursement heads Export reimbursement list Cab FoodFeatures: Sample Categories: Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Document Name Policy document title Upload Document Upload PDF, DOC, DOCX or supported file Action Description Add New Upload new policy Document Name Name of the document Upload Document Document is to be uploaded Search Search policies by name Export Export policy list Policy Page 39CHAPTER 5.2.6 HRM Panel → HRM CMS → PolicyNavigation: The Policy Management page enables HR administrators to upload, and circulate the updated company policy documents with their employees. This policy management page can enable employees to access updated versions of HR policies directly from the employee portal. Overview: Upload company policies Circulate policy documents Replace outdated versions Search policies by name Export policy list Document management Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Page Topic 5.3 Employee Backlog Leave 5.3.1 Add Leave 5.3.2 Deduct Leave 5.3.3 Employee Leave Balance Page 40 Chapter 4 HRM Panel Employee Backlog Leave Copyright © 2026 All Rights Reserved. By Heltech Services

Page 41 Employee Backlog Leave Overview: Features The Employee Backlog Leave page enables HR administrators to manage employee leave balances that are carried forward from previous cycles to the current period. This specific page gives proper centralized control over leave adjustments and management especially for creating accurate leave records and payroll processing. This page enables HR teams to assign backlog leaves, manage leave balances and create proper leave records for every employee. Add Employee Backlog Leave Deduct Employee Backlog Leave Balance View Employee Backlog Leave Balance Manual Leave Adjustment Manage Carry Forwarded Leaves Search & Filter Records Export Data to Excel Track Monthly Leave Balance CHAPTER 5.3 Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add New Create new leave credit Search Search employee records Select User View specific employee Select Year View year-wise data Select Month View month-wise records Export to Excel Download leave records Page 42CHAPTER 5.3.1 Add Leave HRM Panel → Employee Backlog Leave → Add LeaveNavigation: The Add Leave page of the HRM panel allows HR administrators to credit leave balances manually to employees. Creating this page is effective for allocating backlog leaves, carry- forward adjustments, crediting special leaves and adding policy-based leaves. Overview: Prior Earned Leave (EL) Add Earned Leave (EL) Prior Compensatory Off (CO) Add Compensatory Off (CO) Month-wise leave allocation Year-wise leave allocation Employee-based leave balance assessment Remarks for leave audit Search employee records Export data to Excel Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add New Create deduction entry Update Deduction Modify leave deduction Search Search employee Filter by Month View monthly records Filter by Year View yearly records Export to Excel Export deduction report Page 43CHAPTER 5.3.2 Deduct Leave HRM Panel → Employee Backlog Leave → Deduct LeaveNavigation: The Deduct Leave page enables HR administrators to deduct leave balances manually from employee accounts. This page is effective for correcting leave balances, adjusting payroll, tracking attendance discrepancies and make policy-based deductions. Overview: Deducting leaves manually Total late count against individual employees Late attendance deduction Leave Without Pay (LWP) adjustment Earned Leave deduction Comp Off deduction Year and Month-wise adjustment Remarks for audit Export records Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description View Leave Balance Display employee leave summary Search Search employee records Filter by User Employee-wise balance Filter by Year Year-wise balance Filter by Month Month-wise balance Export to Excel Export leave balance report Back Return to previous page Page 44CHAPTER 5.3.3 Employee Leave Balance HRM Panel → Employee Backlog Leave → Employee LeaveNavigation: The Employee Leave Balance page provides a consolidated view of each employee's leave account. It displays opening balances, monthly leave credits, leave debits, and closing balances for Earned Leave (EL) and Compensatory Off (CO). This report helps HR teams monitor leave availability and verify employee leave balances at any time. Overview: View employee leave balance Opening leave balance Monthly leave credits Leave debits Closing EL balance Closing CO balance Search employee records Monthly leave reports Export leave balance report Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 46 User Panel Overview: Features The User Panel module is used to create, manage, monitor, and maintain employee user accounts within the HRM system. It serves as the central repository for employee master data, employment information, login activity, and advisor records. HR administrators can create new employee profiles, update employment details, monitor active and inactive employees, view login history, and manage employee lifecycle information from a single interface. Create Employee User Manage Employee Master Data View User Details Employee Profile Management Employment Status Management Advisor Management User Login Report Search & Filter Records Export Reports to Excel CHAPTER 5.4 Copyright © 2026 All Rights Reserved. By Heltech Services

Page 47CHAPTER 5.4.1 Create User HRM Panel → User Panel →Create UserNavigation: The Employee Leave Balance page provides a consolidated view of each employee's leave account. It displays opening balances, monthly leave credits, leave debits, and closing balances for Earned Leave (EL) and Compensatory Off (CO). This report helps HR teams monitor leave availability and verify employee leave balances at any time. Overview: Register new employee Generate Employee ID Assign company and office Department allocation Designation mapping Employment type selection Joining date management UAN information Rehiring management Employee activation/deactivation Export employee list Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Employee ID Unique employee identification number Name Employee full name Email Official email address Gender Male/Female/Other Date of Birth Employee DOB Company Company name Office Location Assigned office Department Department allocation Designation Employee designation Date of Joining Joining date Employment Status Full Time, Part Time, Trainee, Ex-Employee, etc. Employee Type Permanent, Contract, Internship, etc. UAN No Universal Account Number Date of Leaving Employee exit date (if applicable) Rehiring Scope Eligible for rehiring or not Exit Remarks Exit comments Status Active/Inactive employee status Page 48Copyright © 2026 All Rights Reserved. By Heltech Services Create User

Action Description View Open employee profile Search Search employees Department Filter Filter by department Designation Filter Filter by designation Location Filter Filter by office location Status Filter Filter by employee status Gender Filter Filter by gender Sort Arrange employee records Reset Clear applied filters Page 49CHAPTER 5.4.2 User Details HRM Panel → User Panel →User DetailsNavigation: The User Details page provides a comprehensive directory of all employee records stored in the system. It includes employee contact information, profile images, department, designation, employment details, and current account status. This section is primarily used by HR administrators for employee verification, record management, and quick profile lookup. Overview: View employee directory Employee contact information Employee profile image Employment information Department details Status tracking Search employees Department-wise filtering Export records Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add New Register new advisor Search Search advisor records Department Filter Filter by department Rehiring Filter Filter by rehiring eligibility Status Filter Filter advisor status Export to Excel Download advisor records Page 50CHAPTER 5.4.3 Advisor HRM Panel → User Panel →AdvisorNavigation: The Advisor section manages employee advisor or consultant records. It stores advisor information including contact details, department, contract renewal dates, employment status, and rehiring eligibility. This feature is useful for organizations employing consultants, advisors, contractual experts, or external resources. Overview: Advisor record management Contact information Department mapping Contract renewal tracking Rehiring eligibility Leaving date management Search advisors Export advisor records Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Search Find login records Department Filter Filter by department Designation Filter Filter by designation Export to Excel Download login activity report Page 51CHAPTER 5.4.4 User Login Report HRM Panel → User Panel →User Login ReportNavigation: The User Login Report provides a detailed audit trail of employee login activities within the ERP system. It helps administrators monitor system usage, verify user access, and review login history for security and compliance purposes. Overview: Login activity tracking Login timestamp Login IP address Host machine details Department-wise report Designation-wise report Export login records Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 53 Hierarchy Overview: Features The Hierarchy module allows HR administrators to define and maintain the organizational reporting structure within the ERP system. It establishes the relationship between Reporting Managers and Employees, ensuring that approval workflows, leave requests, attendance approvals, appraisals, task assignments, and other HR processes follow the correct reporting chain. This module is essential for maintaining an accurate organizational hierarchy and streamlining managerial approvals across departments. Create Reporting Hierarchy Assign Reporting Managers Map Employees to Managers Search Hierarchy Records Export Hierarchy List Update Reporting Structure Department-wise Reporting Management Organizational Structure Maintenance CHAPTER 5.5 Copyright © 2026 All Rights Reserved. By Heltech Services

Field Description Reporting Manager Employee responsible for approving and supervising the assigned employee. Employee Employee assigned under the selected reporting manager. Page 54CHAPTER 5.5.1 Hierarchy HRM Panel → Hierarchy →HierarchyNavigation: The Hierarchy page is used to define who reports to whom within the organization. Each employee is assigned a reporting manager, enabling automated approval workflows throughout the HRMS. Overview: Assign Reporting Manager Department Hierarchy Team Structure Approval Levels Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 56 Hierarchy Overview: Features The Interview Management module is a centralized recruitment system that helps HR teams manage the complete interview lifecycle—from candidate registration and interview scheduling to aptitude tests, interview evaluations, and final exam results. This module enables recruiters and HR administrators to organize candidate information, conduct assessments, record interview outcomes, and streamline the hiring process. Register interview candidates. Schedule interviews efficiently. Store candidate documents and resumes. Conduct online aptitude or technical examinations. Evaluate interview performance. Track interview and offer status. Maintain recruitment records. Export interview reports. CHAPTER 5.6 Copyright © 2026 All Rights Reserved. By Heltech Services

Page 57CHAPTER 5.6.1 Interview HRM Panel → Interview →InterviewNavigation: The Interview page is used to manage candidate information throughout the recruitment process. HR administrators can schedule interviews, assign departments and designations, upload candidate documents, record interview scores, and update candidate selection status. This module provides a complete view of every candidate from interview scheduling to final hiring. Overview: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 58 Interview Copyright © 2026 All Rights Reserved. By Heltech Services Section Description Add New Register a new interview candidate. Export to Excel Download candidate interview records. Department Filter Filter candidates by department. Designation Filter Filter candidates by designation. Location Filter Filter candidates by interview location. Search Search candidates by name, code, email, or contact number. Interview Table Displays candidate interview details. Add new interview candidates Upload candidate photograph Upload and download CV Schedule interview date and time Assign department and designation Allocate HR interviewer Record interview scores Record aptitude and technical scores Update interview status Manage offer status Add recruiter remarks Record joining date Export interview records Features:

Page 59CHAPTER 5.6.2 Exam Set HRM Panel → Interview →Exam SetNavigation: The Exam Set module is used to create and manage aptitude or technical examination sets assigned to interview candidates. Each exam set contains a predefined collection of questions that can be assigned during the recruitment process. Overview: Create question sets Enable or disable exam sets View question count Maintain exam descriptions Manage active examinations Open Interview → Exam Set. Click Add New. Enter the exam set name. Add description. Create or assign questions. Enable the exam. Save the record. Features: Creating an Exam Set: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 60CHAPTER 5.6.3 Exam Result HRM Panel → Interview →Exam ResultNavigation: The Exam Result module displays the performance of candidates who have completed online examinations. HR administrators can evaluate candidate scores and compare examination performance before making recruitment decisions. Overview: View candidate exam performance Filter examination records Compare candidate scores Export examination reports Review question-wise performance summary Candidate accuracy Attempt percentage Total score Overall examination performance Technical readiness Aptitude performance Candidate Interview Report Examination Report Candidate Score Report Recruitment Progress Report Interview Schedule Report Features: Result Analysis: Export Reports: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 62 Payroll & Accounts Overview: Features The Payroll & Accounts module is designed to manage employee salary records, payroll processing, and salary documentation. It provides HR and Payroll administrators with a centralized platform to view employee salary information, generate payslips, maintain salary registers, and export payroll reports. The module ensures accurate salary management while simplifying payroll administration and maintaining employee payment history. Maintain employee payroll records. View employee salary information. Generate and download payslips. Maintain monthly salary registers. Export payroll reports. Search employee salary records. Improve payroll accuracy and reporting. CHAPTER 6.0 Copyright © 2026 All Rights Reserved. By Heltech Services

Page 63CHAPTER 6.1.1 Employees Payroll & Accounts → EmployessNavigation: The Employees page provides a consolidated list of all employees along with their payroll- related information. It allows Payroll Administrators to access employee salary details, generate payslips, and review employment information from a single screen. This page serves as the starting point for payroll management. Overview: View all employees Access employee salary details Generate employee payslips Search employee records Filter employees by company Filter employees by location Filter employees by department View employee profile information Export employee payroll data Company Location Department Employment Status Employee Name Employee Code Email Address Features: Search and Filters: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 64CHAPTER 6.1.2 Salary Register Payroll & Accounts → EmployessNavigation: The Salary Register module maintains monthly payroll records for the organization. It provides a month-wise salary register that enables Payroll Administrators to access salary reports for each payroll cycle. This module acts as the official payroll register for salary processing and reporting. Overview: View monthly salary registers Access salary reports by month Filter salary registers by year Search salary records Export salary register reports Maintain payroll history Keep employee salary information accurate and up to date before each payroll cycle. Review salary calculations, allowances, and deductions carefully before generating payslips. Maintain monthly salary registers for future reference and audit purposes, and export payroll reports after every payroll cycle to ensure proper documentation and compliance. Payroll Month Payroll Year Features: Best Practices: Search and Filters: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 18 Office Manager Overview: Features The Office Manager module serves as the central dashboard for employees after logging into the ERP system. It provides quick access to important office information, company announcements, holidays, employee events, onboarding updates, and frequently used shortcuts. This dashboard helps employees stay informed and improves day-to-day workplace productivity. Policy Holidays Upcoming Birthday Work Anniversary Notice Board Onboard Introduction CHAPTER 4 Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description Add Shortcut Add frequently used ERP pages for quick access. Policy Open company policies and guidelines. View Holidays Check total, remaining, and upcoming holidays. View Birthdays See employees with upcoming birthdays. View Work Anniversary View employee work anniversaries. Notice Board Read company announcements and notices. Onboard Introduction View newly joined employees and their details. Page 19CHAPTER 4.1 Office Manager ERP → Office ManagerNavigation: The Office Manager dashboard displays important company information in easy-to-read widgets. It acts as the homepage for employees by presenting key office updates, reminders, and employee activities. Overview: Copyright © 2026 All Rights Reserved. By Heltech Services

Page Topic 3.0 Dashboard 3.1 Progress 3.2 Personal Information 3.3 Qualification 3.4 Work Experience 3.5 Pay Off (Bank Details) 3.6 Know Your Team 3.7 Payslip 3.8 Attendance 3.9 Leave 3.10 Missing Attendance 3.11 Reimbursement 3.12 Employee Leave Page 7 Dashboard Copyright © 2026 All Rights Reserved. By Heltech Services

Action Description View Profile View employee profile details. Payslip Send payslip to registered email. View Attendance Check attendance by date range. Apply Leave Submit and track leave requests. Missing Attendance Apply Reimbursement Submit reimbursement claims. Approve Page 8CHAPTER 3.0 Dashboard Dashboard → Employee DashboardNavigation: The Dashboard is the employee's personal workspace within the ERP system. It provides quick access to profile information, attendance, payslips, leave management, reimbursements, qualifications, work experience, team details, and other daily HR activities from a single screen. Employee profile summary Profile completion status Vacation vault (EL & Comp Off balance) Monthly calendar with leave status Personal information Academic qualifications Work experience Bank account details Team directory Payslip management Attendance history Leave application Reimbursement management Overview: Features: Copyright © 2026 All Rights Reserved. By Heltech Services

Page 9CHAPTER 3.1-3.3 Dashboard Copyright © 2026 All Rights Reserved. By Heltech Services View your personal profile details including employee ID, contact information, address, designation, joining date, and other registered information. Displays your academic qualifications, university/board details, completion year, and uploaded certificates. Personal Information: Qualification:

Page 10CHAPTER 3.4-3.6 Dashboard Copyright © 2026 All Rights Reserved. By Heltech Services View your registered bank account information used for salary processing, including account details, IFSC code, branch, and verification status. Pay Off (Bank Details): Displays your reporting team members with their names, departments, designations, and office locations for easy collaboration. Know Your Team: View your previous employment history, including company name, designation, employment duration, roles, and project details. Work Experience:

Page 11CHAPTER 3.7 Dashboard Payslip Copyright © 2026 All Rights Reserved. By Heltech Services The Payslip section provides access to monthly salary slips. Allows employees to download or email their salary slips whenever required. Overview: Purpose: View payslip Send payslip to registered email Export data to Excel Search by year Features:

Page 12CHAPTER 3.8 Dashboard Attendance Copyright © 2026 All Rights Reserved. By Heltech Services Displays employee attendance records for the selected date range, including check- in/out times, work hours, leave status, overtime, and attendance summary. Allows employees to review attendance history, monitor working hours, verify attendance records, and download attendance reports for future reference. Overview: Purpose: Select From Date and To Date Search attendance records View daily attendance details Track work hours, overtime, and leave status Export attendance to PDF or Excel Features:

Page 13CHAPTER 3.9 Dashboard Leave Management Copyright © 2026 All Rights Reserved. By Heltech Services The Leave section enables employees to apply for leave and track approval status. Helps employees manage leave applications and monitor approvals. Overview: Purpose: Apply for Leave Update Leave Request Delete Pending Request View Leave Status Filter Leave Records Upload Supporting Documents Features:

Page 14CHAPTER 3.10 Dashboard Missing Attendance Copyright © 2026 All Rights Reserved. By Heltech Services Displays missing attendance records where employees have not completed their Sign In, Sign Out, or Sign Out Date. Employees can update missing attendance details and submit them for approval. Allows employees to complete missing attendance entries, maintain accurate attendance records, and ensure attendance data is available for payroll and reporting. Overview: Purpose: View employee information Display missing attendance records Update Sign In time Update Sign Out time Select Sign Out Date Save all attendance updates Search records Export records to Excel Features:

Page 15CHAPTER 3.11 Dashboard Reimbursement Copyright © 2026 All Rights Reserved. By Heltech Services The Reimbursement module allows employees to submit and track expense reimbursement requests. Provides a simple way to submit official expense claims and monitor reimbursement status. Overview: Purpose: Apply for Reimbursement Upload Bills Track Status View Payment Method Search Requests Export Data Features:

Page 16CHAPTER 3.12 Dashboard Approve Copyright © 2026 All Rights Reserved. By Heltech Services Displays all employee leave requests submitted for approval. Managers can review leave details, verify supporting information, and approve or reject requests based on company leave policies. Enables managers to efficiently review, approve, or reject employee leave requests while maintaining accurate leave balances and approval records. Overview: Purpose: View leave request details Check approval status View applicant information Review leave type and duration Verify start, end, and resume dates View EL, Comp Off, and LWP details Search and filter leave requests Export records to Excel Features: