Client Portal

Client Portal – Overview and Navigation

1. Open the Client Portal.
2. Log in using your credentials.
3. After login, the Home page will be displayed.

Navigate to Home → Dashboard.

The Dashboard provides an overview of the Client Portal and displays key information for quick reference.

Under My Approvals, you can view and track approval requests.

• Pending Counts: View all pending approval requests.
• Approved List: View all approved requests.

Navigate to the Employees section to view employee details and their current status.

The section displays employees under the following categories:

• Yet to Join: Employees who have not yet joined.
• Active: Currently active employees.
• Resigned: Employees who have resigned.

View Employee Details

1. Navigate to the Employees section.
2. Select the required employee from the list.
3. Open the employee profile to view the employee's details and attendance information.

Reports

Navigate to the Reports section to download employee-related reports.

The following reports are available:

• Employee Report: Download employee details.
• Employee Attendance Report: Download employee attendance details.