Application Overview
- Login authenticates by Company URL, Email, and Password.
- Home shows employee summary, pending requests, today status, hours today, and recent activities.
- Bottom navigation includes Home, HRM, CRM, and Profile.
- HRM includes Employee Checkin, Attendance Details, Timesheet, Task, Leaves, and Expense Claim.
- CRM includes Leads and Quotation workflows.
Login and Home Flow
- User opens the mobile app and enters company domain, email, and password.
- The system validates credentials against the company ERP server.
- Valid login displays employee name and employee ID.
- The user lands on the Home dashboard with overview and requests tabs.
- Recent activities show check-in, check-out, and employee actions.
HRM Flow
The HRM workspace provides employee self-service modules for attendance and operational HR.
- Employee Checkin records check-in, check-out, date, time, and location where permitted.
- Attendance Details shows Present, Absent, Hours, date range, personal view, and all staff view based on permission.
- Timesheet supports list view, start timer, create timesheet, draft editing, and submission.
- Task supports search, All/Open/Working/Completed filters, priority, project, due date, and task creation.
- Leaves shows balance, apply leave form, half-day option, reason, approver, and recent applications.
- Expense Claim captures employee, expense type, approver, expense date, amount, and submission for review.
CRM Flow
- CRM module opens Leads and Quotation functions.
- Leads include search, All/Lead/Converted filters, lead cards, email quick action, call quick action, and new lead creation.
- Quotation includes search, status filters, customer, quotation number, date, valid till, party type, value, status, details/edit view, and new quotation creation.
Profile Flow
- Profile card shows initials, employee name, and designation.
- Edit Profile opens a bottom sheet for user profile updates.
- Profile sections include Employee Details, Personal Details, Contact Details, Company Information, and Settings.
- Logout clears the session and returns to the login screen.
Manager Workflow
- Manager dashboard includes Overview, Requests, and Management tabs.
- Daily attendance report shows total check-ins, check-outs, present, absent, leave, and other statuses.
- Managers can review all staff attendance history, timesheets, leave requests, productivity, and working hours.
- Timesheet monitoring includes billable hours, logs, draft/submitted status, review, and approval.
