Masters Bundled With the Platform

Master Name Description
Employee Skill Sets It is useful for work allocation. You can update the skills which are referenced in Employees tab in the web panel. It is useful for work allocation according to skill set.
Check-In Reasons If the app is configured to ask the user to select a reason while checking in to a customer, the list of values to picked from comes from this master.
Start Work Reasons If the app is configured to ask the user to select a reason while signing in (starting work), the list of values to picked from comes from this master.
Check-Out Reasons If the app is configured to ask the user to select a reason while checking out from a customer, the list of values to picked from comes from this master.
Branches For a company that operates from multiple locations, you can create branches and select a branch for each employee.
Leave Types and Quota It is useful in leave management. Here, you can specify the leave quota and types of leaves such as — sick, casual, maternity, privilege etc. The leave balance can be accessed on mobile and web.
Period It is a date range used to define targets for companies that operate their business according to calendar or financial year.
Target Types You can define various kinds of targets to assess the employees’ performance.
Employee Targets This master lets you specify targets against each employee, period, and target type combination.
Pincodes used for auto scheduling Used for automatically assigning works or sending work invitations based on the pincodes mapped to employee.
Anniversary Types This allows you to defined anniversary types such as Birthdays, Career anniversary, etc. You can add the track the dates for the defined anniversaries from the Customers module.