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.

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.

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.

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.

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.

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.

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.

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.

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.

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.