Dashboard
Pending Leave Requests
| Employee | Type | Dates | Action |
|---|---|---|---|
| No pending requests | |||
Pending Travel Claims
| Employee | Date | Vehicle | Amount | Action |
|---|---|---|---|---|
| No pending claims | ||||
Today's Attendance
Quick Actions
Employee Management
Manage all staff records, roles, and bank details
| ID | Name | Organisation | Role | Department | Working Days | Pay Scale | Status | Actions |
|---|
Task Management
Assign tasks and view employee self-planned tasks
| Employee | Task | Due Date | Priority | Status | Patient | Comments | Invite | Action |
|---|
My Tasks
Tasks assigned by admin + tasks you've planned for yourself
Attendance Management
View and manage daily attendance
Attendance Calendar
Leave Management
Approve, reject and manage all leave requests
| Employee | Leave Type | From | To | Days | Reason | Approver | Status | Action |
|---|
Travel Allowances
Review and approve employee travel expense claims
| Employee | Date | Vehicle | Patient | Address | Amount | Status | Details | Action |
|---|
Salary & Payroll
Generate and distribute monthly salary slips
Salary Logs
View and filter all generated salary slips
App Attendance
Mobile & web check-in records from employees
My App Attendance
Your monthly check-in records
Policies & Settings
Configure leave types, holidays, pay scales and more
Leave Types & Allocation
| Type | Days/Year | Paid | Action |
|---|
Holidays
| Date | Name | Type | Action |
|---|
Pay Scale Templates
| Grade | Base Salary | HRA | DA | Action |
|---|
Clinic Settings
Organisation Logos
Upload a logo for each clinic. These appear on salary slips and reports.
External CRM Task Sync
Automatically imports tasks from external CRM databases for the next day.
Employees are matched by email address — the email in the external CRM must match the email on the clinic employee record.
Configure connection details in your .env file and restart the server.
Sync runs automatically at 8:00 AM and 8:00 PM IST.
# --- CRM 1 --- EXTERNAL_CRM_DB_URL_1=postgresql://user:pass@host:5432/crm_db_1 EXTERNAL_CRM_TABLE_1=tasks EXTERNAL_CRM_EMAIL_COL_1=employee_email EXTERNAL_CRM_TITLE_COL_1=title EXTERNAL_CRM_DATE_COL_1=due_date EXTERNAL_CRM_DESC_COL_1=description EXTERNAL_CRM_PRIORITY_COL_1=priority EXTERNAL_CRM_ID_COL_1=id EXTERNAL_CRM_ENABLED_1=true # --- CRM 2 (different column names) --- EXTERNAL_CRM_DB_URL_2=postgresql://user:pass@host:5432/crm_db_2 EXTERNAL_CRM_TABLE_2=employee_tasks EXTERNAL_CRM_EMAIL_COL_2=email EXTERNAL_CRM_TITLE_COL_2=task_name EXTERNAL_CRM_DATE_COL_2=scheduled_date EXTERNAL_CRM_ID_COL_2=task_id EXTERNAL_CRM_ENABLED_2=true # --- CRM 3 (MySQL, currently disabled) --- EXTERNAL_CRM_DB_URL_3=mysql+pymysql://user:pass@host:3306/another_crm EXTERNAL_CRM_TABLE_3=tasks EXTERNAL_CRM_EMAIL_COL_3=emp_email EXTERNAL_CRM_ENABLED_3=false # Add _4 through _20 following the same pattern.
Daily Operations Report
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⚠️ Employees Without Today's Work Log
0🔴 Overdue Tasks
0🟡 Due Today (Pending)
0🕐 Pending Leave Requests
| Employee | Type | From | To | Action |
|---|
🕐 Pending Travel Claims
| Employee | Date | Vehicle | Amount | Action |
|---|
🌿 On Leave Today
Good morning!
Here's your activity summary
My Pending Tasks
My Leave Requests
| Type | From | To | Status |
|---|
Recent Travel Claims
My Attendance
Click any day to log your work, travel, or service details
Attendance Calendar
My Leaves
Apply for leave and track your balance
Leave History
| Leave Type | From | To | Days | Reason | Status |
|---|
Travel Allowances
Submit your travel expense claims
My Salary Slips
View and download your salary slips
Audit Log
Record of all admin actions — who changed what and when
| Timestamp | Actor | Role | Action | Entity | ID | Detail |
|---|---|---|---|---|---|---|
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SOP & Guidelines
Standard Operating Procedures and clinic guidelines for all staff
My Profile
Manage your qualifications, documents, and bank details
Personal Information
Qualification & Education
Bank Details
Change Password
Extra Work Approvals
Review and approve employee extra hour submissions
Submissions
| Employee | Date | Patient | Reason | Hours | Rate/hr | Amount | Status | Action |
|---|
Extra Work Hours
Log extra hours worked beyond your shift
My Submissions
Task Calendar
Monthly overview of all employee tasks
My Task Calendar
Monthly view of your assigned tasks
⚙ Developer Panel
System management — restricted access
Dashboard Renewal
System Stats
Change Developer Password
Page Visibility Control
| Page | Admin | Billing |
|---|---|---|
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