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Civil ID and health card are entered directly in the Directory table.
Other details
Documents
Scans/photos are stored privately and kept for good. Take a photo or pick a file (image or PDF).
Service history
Add to history
Offboarding
Add new employee
Company: Haveli punjabi
Attendance
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Daily reports
End-of-day reports sent by the branch managers
Duty roster
Grouped by Haveli and Head Office. Set who works where with the Working picker, plus each worker's duty area, start time and weekly off — saves as you go, workers see it in the Staff app
HR visits
Workers ask before visiting HR — approve or reject, they see the answer in their app
Salary
What each person is paid for the month. Keep it up to date as the month runs; when it is finished, send it to the owner. He approves the whole sheet or sends it back to you.
Monthly attendance
Per-employee totals for payroll — standard month is 28 working days × 12 hours. Overtime hrs are to be paid with salary; banked hrs sit in the account for days off.
Work points — yearly
Total work points each worker earned over the year (branch managers rate 0–10 per present day) — the basis for the yearly increment/bonus. Kept for good.
Expenses — closed
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Claims are closed (Satnam, 4 October). HR pays what he needs straight from the petty cash float or from a bank account, and that IS the record — enter it on the Petty cash screen, which asks for the amount, what it was for, a photo of the bill and where the money came from. Rent, electricity, water, phone and internet are set up once in Accounts → Other dues and appear by themselves every month. The rows below are kept as a record and can no longer be changed.
Holiday list
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Targets
Set each branch's sales target and purchase budget for the month — managers can see progress but not change either
Past sales — type last years' monthly sales once; they show above when setting a target
Current targets
Store-wide discount — applies automatically on every branch's POS as soon as it's saved, only on the items you tick below, and shows on the bill. Untick everything (or set 0%) to turn it off. Cashiers can't add their own discount on top of an item that's already getting this one (avoids double-discounting) — other items are unaffected.
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Vacations & leave
Who's on vacation now, upcoming, and pending leave requests
Employees
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Separated staff
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Former employees — their full record is kept here for good. Tap a row to see all details and service history.
Service history — all staff
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Vehicles
Company cars & bikes — registration and insurance expiries colour up as they get close.
Assets
Equipment, machines & furniture — warranty colours up as it nears the end; Service keeps every repair and its cost.
Petty cash
HR's small cash spending, out of the float the accountant hands over. Paying something straight from a bank is on the Payment (bank) screen — that money never touches this card. Branch managers enter theirs in the BM app.
HR office — statement
Payment (bank or pocket)
Something paid straight out of a bank account, or out of any pocket (the HR float or another holder’s cash — it goes on that pocket’s own card). Accounts passes each one before it counts as a cost.
Not for rent, a landlord, a sponsor or anything the company already owes — those are dues, and the accountant pays them in Accounts. Entering one here would count it twice.
Manager PINs
Each branch's BM app opens only with its own PIN. The refund PIN is what the POS asks for on refunds and cancels (all branches). Numbers only, 4–8 digits.
Drivers
Shifts, kilometres and delivered orders — from the Haveli Drivers app
Today — duty & times
This month per driver
Shift log
Driver PINs
Same 4-number staff PIN as the attendance app — the driver types it when picking his name. Change a forgotten one here (it changes for attendance too).
Company dues — moved to Accounts
Dues are kept and paid in Accounts now (Satnam, 4 October). Rent, renewals and utilities are raised there and the accountant pays them from the dues list, which is also what passes the money. Tell him when one is paid; do not enter it on the Payment screen, or the same rent is counted twice. The list below is left to look at and can no longer be changed.
⛽ Petrol
Petrol money per driver and car — paid from HR petty cash; bills approved by the accountant
Legal documents
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Company papers — licences, contracts, permits. Stored privately, kept for good. Expiry turns amber/orange/red as it nears.