Sattva Jnana Workspace
Employee Self-Service
Overview of your team and activity.
Enquiries received from the website, plus any added manually.
Converted from leads, or added directly.
Employees tagged as CRM-assignable — check "Can be assigned to CRM clients" on their employee record to add them here.
Fill in all required details. Login credentials are created here.
All check-ins and check-outs across the team.
Manage all leave requests.
Assign employees to managers, promote, or dismiss.
Review and approve profile changes submitted by employees and managers.
Upload PDF salary slips for employees. They can download from their portal.
Create HR logins. HR can upload salary slips for employees.
View all documents uploaded by employees and managers.
Present/Absent per employee, measured against each day's scheduled client hours — not a flat 9 hrs.
Session-wise: employees request per client, per date. Approval excuses just that session's hours from the day's requirement.
Assigned users will be able to see and update this client's record. For each, choose Regular (follows the weekly schedule above), add Supplementary dates for extra sessions beyond their regular days, and/or add Paused dates to excuse them on days someone else is covering. These can be combined freely.
Creates a login for the parent/client so they can view attendance, study materials, progress, and test performance for this student.