Manager Portal Documentation ============================ The Manager Portal empowers department leads, HR administrators, and team managers with real-time operational oversight, workforce roster analytics, shift rules, and approval governance directly from their mobile devices. .. contents:: Table of Contents :local: :depth: 2 1. Manager Command Center & Home Dashboard ------------------------------------------ The Manager Home Dashboard serves as the executive cockpit, delivering immediate visibility into total workforce headcounts, today's attendance percentages, and critical pending approvals. .. image:: _static/screenshots/real_mgr_01_home_dashboard.jpg :width: 340px :align: center :alt: Manager Home Dashboard Dashboard Components ~~~~~~~~~~~~~~~~~~~~ * **Identity & Org Header**: Displays the active manager profile (e.g., *shashikanth reddy • Manager*) alongside the organizational code (*ORG CODE: COG123*). * **One-Tap WhatsApp Daily Digest**: Allows managers to generate and broadcast today's comprehensive attendance summary directly to executive WhatsApp groups with a single tap. * **Workforce Overview Cards**: * **Total Roster**: Active employee headcount across all corporate and sales departments (e.g., 3 active personnel). * **Present Today**: Count and percentage of on-duty staff currently clocked in (0% attendance indicator). * **Absent Today**: Unmarked or absent personnel requiring follow-up. * **Scheduled Offs**: Personnel on scheduled weekly rest days or approved leaves. * **Quick Actions Row**: Instant shortcuts to *Add Staff*, *Approvals*, *Shift Rules*, and *Payroll Run*. 2. Employee Directory & Roster Management ----------------------------------------- The Employee Directory gives managers instantaneous access to all personnel profiles with granular role filtering. .. image:: _static/screenshots/real_mgr_02_employee_directory.jpg :width: 340px :align: center :alt: Employee Directory Directory Features ~~~~~~~~~~~~~~~~~~ * **Role Categorization Filters**: Top pill tabs toggle between **All (4)**, **Staff (3)**, and **Sales (1)** to quickly isolate specific employee groups. * **Instant Search & ID Lookup**: Filter employees dynamically by name, department, or unique employee ID (e.g., `cog1`, `cog2`, `cog3`, `mgr001`). * **Employee Identity Cards**: * Visual initials badge with role-colored borders. * Full employee name and department tag (e.g., *aditya • cog2 • Sales*). * Role tag pill (*Staff* vs. *Sales*). * **Profile Management**: Tap any card to view detailed personal info, assigned shift timing, emergency contacts, and statutory bank account data. 3. Sales Fleet Live Map & Telemetry ----------------------------------- Outdoor sales teams and client relationship executives require dynamic visibility. The **Sales Fleet Live Map** delivers live GPS breadcrumbs and real-time positioning. .. image:: _static/screenshots/real_mgr_03_sales_fleet_map.jpg :width: 340px :align: center :alt: Sales Fleet Live Map Fleet Tracking Highlights ~~~~~~~~~~~~~~~~~~~~~~~~~ * **Live GPS Coordinates Display**: Accurate latitude and longitude coordinates (e.g., `16.37, 78.05`) updated continuously via background telemetry. * **Interactive Map Integration**: Integrated OpenStreetMap rendering showing field locations, road networks, and waypoint markers. * **Active Status Banner**: Real-time counter of field agents currently in transit (*0 Sales Staff Active in Field*). * **Today's Meetings Tracker**: Bottom expandable drawer tracking completed and scheduled client visits (*Today's Meetings (0)*). * **Quick Recenter & Refresh**: Top-right controls to refresh GPS signals and center on active fleet clusters. 4. Company Calendar & Holiday Schedules --------------------------------------- The Company Calendar module provides a structured calendar view of working days, paid holidays, and company-wide closures. .. image:: _static/screenshots/real_mgr_04_company_calendar.jpg :width: 340px :align: center :alt: Company Calendar Calendar Highlights ~~~~~~~~~~~~~~~~~~~ * **Interactive Monthly Calendar Grid**: Color-coded month view (e.g., *October 2026*) highlighting standard working days, Sundays, and holiday dates. * **Daily Status Indicator**: Today's date card clearly demarcating operational status (*Thursday, 29 October 2026 • Regular Working Day*). * **Statutory & Company Holiday List**: * *2 OCT*: Mahatma Gandhi Jayanti (*National / Global Holiday • PAID*) * *20 OCT*: Vijayadashami / Dussehra (*National / Global Holiday • PAID*) * **Add Holiday Tool**: Managers can schedule custom corporate holidays or regional off-days with the floating *+ Add Holiday* button. 5. Leave Approvals & Corporate Policy ------------------------------------- The Leave Center centralizes employee time-off requests and enforces company leave quota rules. .. image:: _static/screenshots/real_mgr_05_leave_approvals.jpg :width: 340px :align: center :alt: Leave Approvals and Policy Leave Management Rules ~~~~~~~~~~~~~~~~~~~~~~ * **Monthly Leave Quota Policy**: * **Casual Leave (CL)**: 1.0 day/month (12 days/year) * **Earned Leave (EL)**: 1.5 days/month (15 days/year) * **Sick Leave (SL)**: 1.0 day/month * **Quota Configuration**: Managers can tap *Edit Quota* to adjust annual allocations based on employee tenure or employment contract type. * **Multi-Filter Queue**: Tabs organize applications into *All*, *Pending*, *Approved*, and *Rejected*. * **One-Tap Resolution**: Review applicant reasons, date spans, and remaining balances before issuing approvals or rejections with custom notes. 6. Company Profile & Identity Governance ---------------------------------------- Managers and administrators configure corporate identity parameters, organizational contact details, and brand branding assets. .. image:: _static/screenshots/real_mgr_06_company_profile.jpg :width: 340px :align: center :alt: Company Profile and Identity Identity Parameters ~~~~~~~~~~~~~~~~~~~ * **Brand Logo Upload**: Direct device upload for high-resolution company emblems, rendered across all employee navigation headers and official PDF payslips. * **Organization Identifiers**: * **Company Name**: Registered corporate title (*CogFocus*). * **Company Code**: System tenant prefix (*COG123*) used by staff during initial login. * **Contact & Location Details**: * **Official Email Address**: Primary contact inbox (*info@cogfocus.com*). * **Contact Phone Number**: Central support phone line (*9441810368*). * **Headquarters Address**: Primary corporate office street address (*Road no 15a, Green homes colony house no 4*). 7. Office Geofence Locations & Multi-Branch Boundaries ------------------------------------------------------ Enforces physical perimeter boundaries for employee punch-in verification across multiple corporate branches and client site locations. .. image:: _static/screenshots/real_mgr_07_geofence_locations.jpg :width: 340px :align: center :alt: Office Geofence Locations Geofence Configuration Capabilities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ * **Multi-Office Geofencing Switch**: Master policy toggle enabling strict geofencing enforcement across all authorized branches vs. temporary off-site freedom (*Disabled: Punches allowed anywhere*). * **Interactive Perimeter Map**: Visual map interface centering on headquarters with interactive pin placement and live GPS boundary visualization. * **Branch Office Roster & Management**: * **Primary HQ Designation**: Main corporate location with dedicated coordinates (*17.2750, 78.5316*). * **Custom Radial Accuracy**: Configurable boundary radius (e.g., *50 m Radius* or 150m buffer) preventing fraudulent off-site clock-ins. * **Multi-Site Scalability**: Use *+ Add Branch* to define additional branches, regional warehouses, client offices, and project sites. 8. Shift Timings, Workday Rules & Grace Window Policies ------------------------------------------------------- Governs daily operational hours, working day schedules, login grace windows, and automated late-arrival penalty thresholds. .. image:: _static/screenshots/real_mgr_08_shift_timings_rules.jpg :width: 340px :align: center :alt: Shift Timings and Rules Shift Policy Rules ~~~~~~~~~~~~~~~~~~ * **Work Shift Timings**: * **Shift Start Time**: Standard beginning of the workday (e.g., *09:30 AM*). * **Shift End Time**: Scheduled shift completion time (e.g., *06:30 PM*). * **Computed Daily Duration**: Automatic work hour calculation (*9.0 Hours / Day*). * **Working Schedule Selection**: * **5 Days / Wk** (Selected): Monday through Friday working, Saturday & Sunday off. * **6 Days / Wk**: Monday through Saturday working, Sunday off. * **Login & Punch Window Rules**: * **Enforce Shift Login Window (Active Switch)**: Restricts employee punch-in attempts to an authorized operational window prior to shift commencement. * **Early Punch-In Window**: Configurable buffer (e.g., *60 Minutes*) allowing early arrivals to clock in. * **Late Arrival Grace Period**: Leniency window (e.g., *30 Minutes*) before a punch-in is recorded as a Late Mark. * **Save & Apply**: Tap *Save Shift Settings* to instantly propagate updated attendance thresholds to all staff smartphones.