All guide topics

Review account details and change your own password.

Find modules, search, alerts, account options and dashboard filters.

Prepare offices, teams, executives, services and the mobile app.

Find executives and open their account profiles.

Create executive accounts from a spreadsheet or text file.

Update executive details, assignments and account controls.

Create and manage reporting managers.

Create offices and maintain their conveyance and visit reply settings.

Group executives under an office and reporting manager.

Plan field visits, repeat a schedule and follow completion.

Read the company overview and follow up on field activity.

Inspect recorded positions and journeys with the selected map provider.

Send an executive a message and review recorded message history.

Review recorded application and device activity.

Review account, assignment and mobile evidence for field employees.

Review planned stops and assign saved unsent stops.

Create and repeat a day of planned visits.

Upload, validate, assign and track many planned stops.

Find visits for one exact customer company.

Review expense totals by employee and type.

Generate a report of submitted custom form answers.

Review qualifying recorded GPS distance by employee and date.

Review individual expense records and receipts.

Review expense entries, receipts and totals by employee and type.

Review visit variables and employee profile fields alongside visit records.

Compare field work and inspect recorded movement and events.

Find the right report, filter permitted records and use report actions.

Inspect recorded fence boundary events.

Inspect recorded fence arrivals and departures.

Review geofence entry and exit visits or boundary events.

Find an employee and review daily or monthly activity.

Review the latest recorded position of a licensed executive.

Prepare a private CSV archive and track its status.

Review an executive’s recorded route and related events for a day.

Inspect recorded stops and their durations.

Compare planned stops and recorded visits across your permitted team.

See the last recorded positions of permitted active employees.

Inspect a visit, its location and linked evidence, then verify or print it.

Inspect individual recorded visits.

Review visits, customer history, forms, orders and verification.

Find visits that include a chosen custom form.

Find visits with linked orders and inspect order details.

Inspect recorded check-ins, check-outs, selfies and shift offsets.

Find late arrivals, missing clock-outs and pending corrections.

Manage kiosk devices, site policies and enrollment notices.

Inspect available check-in and check-out locations.

Set attendance thresholds, weekly offs and regularization rules.

Request and review corrections to attendance punches.

Review attendance entries, hours, registers and HRMS views.

Compare recorded working time with scheduled shift hours.

Create finance groupings and map employees by effective date.

Create HR groupings independently of operational teams.

Create job titles for employee assignments.

Upload and review documents attached to an employee.

Assign employment details and HR policies to employees.

Create and review the employee directory and its hierarchy.

Maintain global and office holiday calendars.

Review daily HRMS attendance and lateness.

Find late arrivals and early departures.

Find dates without attendance records in the selected scope.

Review attendance records and hours by employee.

Review the HRMS recorded-overtime view.

Find employee, leave and attendance work in the HRMS workspace.

Review pending leave requests in your scope.

Review leave balances and the ledger behind them.

Review recorded leave requests and decisions across your scope.

Set quotas, accrual and approval steps by leave type.

Audit requests and decisions over a date range.

Define the leave catalog, approval authority and quota.

Review recorded check-ins across a calendar month.

Review recorded overtime and its supporting attendance.

Define working-time templates for employee attendance.

Schedule employee weekly-off dates alongside policy defaults.

Combine attendance, leave and permitted field activity for a person or group.

Set eligibility, limits and repayment terms for employee advances and loans.

Review maker-checker exceptions and approval-blocking variance thresholds.

Review readiness and assign payroll settings to selected employees.

Prepare and approve attendance for the exact payroll period.

Review bank and statutory completeness for a selected payroll scope.

Review bank transfer advice and export control for a selected payroll scope.

Review bonus arrears and variable pay for a selected payroll scope.

Record and review employee expense claims and travel advances.

Review claims and reimbursements for a selected payroll scope.

Compare posted earnings, deductions and employer components.

Compare payroll costs across Office, Department, Payroll Group or Cost Center.

Review current cost-center allocation and mapped monthly CTC.

Review ctc versus actual payout for a selected payroll scope.

Set eligibility, interest, limits and top-up rules for employee loans.

Request a loan, manage its recovery and record repayments.

Review employee loans for a selected payroll scope.

Review employee payroll assignments and setup.

Calculate and progress an employee’s exit settlement.

Review final settlement for a selected payroll scope.

Review settlement amounts, components and status.

Review payment, contribution and reconciliation information.

Review gross to net breakup for a selected payroll scope.

Review payroll readiness, claims, recoveries and settlements.

Review locked payroll audit for a selected payroll scope.

Review lop deduction for a selected payroll scope.

Review month-on-month payroll variance for a selected payroll scope.

Review overtime eligibility and payout for a selected payroll scope.

Track the bank file, submission, rejection and reconciliation.

Review payment reconciliation for a selected payroll scope.

Review pay results, cost, components and changes across periods.

Review payroll anomalies for a selected payroll scope.

Find payroll exceptions that need attention.

Trace payroll actions and recorded evidence.

Maintain effective-dated employee payment details.

Define earnings, deductions and employer contributions.

Review payroll component summary for a selected payroll scope.

Trace versions, checks, anomalies and sensitive access.

Review payroll cost analytics for a selected payroll scope.

Define a processing frequency and cutoff and pay days.

Review finance, payment and declaration views.

Work through six payroll setup steps and review readiness.

Group employees with common payroll rules.

Review payroll management trends for a selected payroll scope.

Find the current period’s payroll work and prerequisites.

Review payroll register for a selected payroll scope.

Choose a report, filter its permitted scope and export the results.

Set up payroll groups and cycles and follow the foundation guide.

Maintain effective contribution and declaration rules.

Combine components into salary structures and manage effective employee exceptions.

Review payroll changes over a selected date range.

Review payroll version comparison for a selected payroll scope.

Review paysheet summary for a selected payroll scope.

Review payslip publication and download audit for a selected payroll scope.

Publish payslips and manage the separate payment process.

Review pre-payroll validation for a selected payroll scope.

Review scheduled advance and loan recoveries.

Review recovery schedule and projection for a selected payroll scope.

Create, calculate, review and approve a payroll run.

Set eligibility, limits and recovery terms for salary advances.

Review salary advances for a selected payroll scope.

Request, approve and track recovery of salary advances.

Review employee and employer contributions for a selected period.

Review statutory liability for a selected payroll scope.

Review tax declaration impact for a selected payroll scope.

Record declarations and review their eligible amounts and proof.

Review unauthorized change and sensitive access audit for a selected payroll scope.

Record approved variable inputs and run-specific corrections.

Set company-wide selfie and mobile address options.

Collect additional executive information and choose report visibility.

Create and edit visit reply email templates.

Maintain expense categories for the expense manager.

Review credits and configure the ZNICRM connection.

Create, review, copy and manage shared permission roles.

Maintain the services executives can offer during visits.

Assign a shared permission role and specific offices to a sub-administrator.

Maintain the categories used to classify visits.

Configure event delivery to another system.

Understand your plan, licensed seats, account access and wallet balance.

Review add-on capacity, quantities, pricing and the period covered by a purchase.

Follow secure checkout and verify whether payment, funds and service have been applied.

Compare billing cycles, features and license quantities before starting checkout.

Increase a subscription’s license total, review plan changes or stop future renewal.

Review subscriptions, unfinished checkouts and earlier provider history.

Trace a request from its accepted quote to its status, service period and wallet entries.

Add wallet funds, understand reserved balances and follow pending purchases.

Control prepaid and Instatrack renewals and adjust future capacity.

Filter posted credits and debits and export a complete selected statement range.