Settings
Organisation bank tax details
To update the Organization s tax details, navigate to Settings> Payroll settings> General settings > Organisation bank tax details. PAN: A Permanent Account Number (PAN) is a 10-digit alphanumeric identifier, and it is provided by the Income Tax department. All Indian organisation that generates income (i.e., Every taxpayer) is required to have PAN because it will be mentioned in [ ]
Salary template
Salary templates are created for the benefit of employers to have multiple templates stored in the portal based on different criteria such as experience, CTC, designation, departments, etc It is a useful feature, where the HR can easily accommodate the salary structure of a newly joined employee in a predefined template based on the criteria mentioned earlier. Salary templates [ ]
Company Profile
You can update your Organisation s details under Settings Accounts settings Company profile. General details By default, the data you provided during the account creation will be displayed on the company name, account owner s first name, last name, email address and domain URL. Note: You cannot modify the domain URL, account status and account created date. [ ]
Roles
OfficePortal is an HRMS with complete Role-based authentication, which is an approach to restrict system access to authorised users. You can use the roles feature to define the hierarchical architecture of your organisation. You can create roles with different system actions, privileges, and field-level permission to access data and perform various operations across the system. You can assign a [ ]
Asset category
How to add Asset Categories ? Navigate to the Settings Asset Fields Asset categories. Once you add the asset categories, you may view the same on the list view or card view. Example: Note: A numeral will be added at the end if the code already exists.
Brands
How to add Brands ? Once you add the brand, you may view the same on the list view or card view.
Vendors
How to add Vendors ? Once you add the vendor, you may view the same on the list view or card view.
Office locations
How to add Office locations ? Once you add the location, you may view the same on the list view or card view.
Approval workflow
For a visual walkthrough, watch our tutorial video below. https://www.youtube.com/watch?v=fiIxNZ912q4 How to Create an Approval Workflow in OfficePortal Approval workflows are essential for maintaining structured decision-making in any organisation. They help automate and streamline processes such as approving long leave requests, managing high-value expense claims, or reviewing important timesheet entries. OfficePortal enables you to configure [ ]