ServeHR — HR Platform

👥

Active Employees

↑ 3 new this month

✅

Present Today

87.2% attendance rate

🕐

On Probation

2 confirmations pending

💰

₹18.4L

Last Payroll (Feb)

✓ Paid on 28 Feb

Employees by Department

⚙️ Engineering

📈 Sales

⚡ Operations

💼 HR

🧾 Finance

📣 Marketing

Quick Actions

Payroll Trend — Last 6 Months FY 2024–25

₹14.2L

Sep

₹15.8L

Oct

₹15.1L

Nov

₹16.4L

Dec

₹17.9L

Jan

₹18.4L

Feb

Recent Activity

Event	Employee	Time	Status
🆕 New Employee Added	Pooja Gupta (EMP006)	Today 10:23 AM	Done
💰 Payroll Processed	47 employees — Feb 2025	28 Feb 6:00 PM	Paid
📄 FnF Initiated	Anjali Singh (EMP031)	27 Feb 2:15 PM	Pending
✅ Onboarding Done	Arun Das (EMP045)	26 Feb 11:00 AM	Complete

Employee	Code	Department	Designation	Type	Joined	Mobile	Status	Actions

Showing 1–15 of 47 employees

Page 1 of 4

6 departments

8 designations

Designation	Department	Grade	Employees
Sr. Software Engineer	Engineering	L4	3
Junior Developer	Engineering	L2	4
Sales Manager	Sales	M2	2
Sales Executive	Sales	L3	6
HR Executive	HR	L3	4
Accountant	Finance	L3	4
Ops Lead	Operations	M1	2
Marketing Lead	Marketing	M1	2

➕

New This Month

⏳

In Progress

📋

Docs Pending

✅

Completed

Job Application

Upload & review

Joining Form

Personal & employment

Qualification Docs

Academic & experience

Identity & Bank

Aadhaar, PAN, passbook

Statutory IDs

UAN, ESI & review

📄 Job Application Form Step 1 of 5

Candidate Full Name *

Applied Position *

Department *

Mobile *

Email *

Date of Joining *

Employment Type

CTC Offered (Annual ₹)

Reporting Manager

📎 Upload Job Application Documents

Signed Offer Letter

PDF / JPG / PNG · Max 5 MB

Pending

📄

Click to upload or drag & drop

Signed offer letter from candidate

Resume / CV

PDF / DOC / DOCX · Max 5 MB

Pending

📋

Click to upload or drag & drop

Latest CV of the candidate

Appointment Letter

PDF · Max 5 MB

Pending

📑

Click to upload or drag & drop

Company appointment letter

Step 1 of 5 — Job Application

🎓 Qualification & Experience Documents Step 3 of 5

ℹ️Upload clear scanned copies or photos. All documents must be self-attested. Accepted formats: PDF, JPG, PNG. Max 5 MB each.

Academic Qualification Documents

🏫 10th Certificate

SSC / Matriculation marksheet & certificate

Pending

📁 Upload 10th Certificate

🏫 12th Certificate / Diploma

HSC / Intermediate marksheet & certificate

Pending

📁 Upload 12th / Diploma Certificate

🎓 Degree Certificate

B.Tech / B.Sc / BBA / MBA / any graduation

Pending

📁 Upload Degree Certificate

🎓 Post-Graduation / Certification

M.Tech / MBA / PG Diploma / Certifications (optional)

Optional

📁 Upload PG / Certification (if any)

Work Experience Documents

💼 Previous Offer Letter(s)

Offer/appointment letter from previous employer

Optional

📁 Upload Previous Offer Letter

📃 Experience / Relieving Letter

Experience or relieving letter from each employer

Optional

📁 Upload Experience Letter

💰 Salary Slips (Last 3 Months)

Payslips from most recent employer

Optional

📁 Upload Salary Slips (multi-select)

📜 NOC / Reference Letter

No-objection or reference letter (if applicable)

Optional

📁 Upload NOC / Reference Letter

Step 3 of 5 — Qualification & Experience

🪪 Identity & Bank Documents Step 4 of 5

⚠️Mandatory documents. All employees must submit Aadhaar, PAN, and Bank Passbook before the first payroll. Ensure the copies are self-attested and clearly legible.

Identity Documents

🪪 Aadhaar Card

Front & Back copy mandatory

Required

Aadhaar Number *

Front Side

📁 Upload Front

Back Side

📁 Upload Back

🏦 PAN Card

Required for TDS & salary processing

Required

PAN Number *

PAN Card Copy

📁 Upload PAN Card

🛂 Passport

Optional — for international travel roles

Optional

Passport Number

📁 Upload Passport Copy

🚗 Driving Licence

Optional

DL Number

📁 Upload Driving Licence

Bank Details & Passbook

Bank Name *

Account Number *

IFSC Code *

Branch Name

Account Type

🏧 Bank Passbook / Cancelled Cheque

Required for salary disbursement

Required

Upload Passbook front page / Cancelled Cheque

📁 Upload Passbook / Cheque

Passbook must show: Name, Account No., IFSC, Branch

Step 4 of 5 — Identity & Bank

🏛 UAN — Universal Account Number

Provident Fund (PF) registration

Step 5 of 5

ℹ️UAN is allotted by EPFO. If employee has an existing UAN from previous employer, collect it. If new, HR will apply for UAN activation after joining.

UAN Number

PF Account Number (if known)

PF Opt-In

Previous PF Balance Transfer

Upload UAN Card / PF Statement (optional)

📁 Upload UAN Card / Statement

🏥 ESIC — Employee State Insurance

Applicable for Gross ≤ ₹21,000/month

Conditional

ℹ️ESIC is mandatory only if employee gross salary is ≤ ₹21,000/month. HR will register and generate ESIC number after joining.

ESIC Applicable?

ESIC Insurance Number

Dispensary / IMP

Upload ESIC Card (if existing)

📁 Upload ESIC Card (if available)

✅ Onboarding Document Checklist — Review

#	Document	Category	Status	Required
1	Signed Offer Letter	Application	Pending	Mandatory
2	Resume / CV	Application	Pending	Mandatory
3	Appointment Letter	Application	Pending	Mandatory
4	Signed Joining Form	Joining	Pending	Mandatory
5	10th Certificate	Qualification	Pending	Mandatory
6	12th Certificate / Diploma	Qualification	Pending	Mandatory
7	Degree Certificate	Qualification	Pending	Mandatory
8	Experience / Relieving Letter	Experience	Pending	If applicable
9	Salary Slips (3 months)	Experience	Pending	If applicable
10	Aadhaar Card (Front & Back)	Identity	Pending	Mandatory
11	PAN Card	Identity	Pending	Mandatory
12	Bank Passbook / Cancelled Cheque	Bank	Pending	Mandatory
13	UAN Card / PF Statement	Statutory	Pending	If available
14	ESIC Card	Statutory	Pending	If applicable

Step 5 of 5 — Statutory IDs

Employee	Template	Docs Status	Progress	Status	Started
PG Pooja Gupta EMP006 · Engineering	Standard IT Onboarding	Offer ✓ Joining ✓ Aadhaar ✗ PAN ✗	3/5	In Progress	01 Mar 2025
KR Kiran Reddy EMP003 · Operations	Standard IT Onboarding	Offer ✓ Joining ✓ Aadhaar ✓ Bank ✗	4/5	In Progress	10 Jan 2025
DN Deepak Nair EMP025 · Sales	Sales Onboarding	Offer ✗ Joining ✗ Aadhaar ✗ PAN ✗	0/5	Docs Pending	08 Jan 2025
AD Arun Das EMP045 · Marketing	Sales Onboarding	All Docs ✓	5/5	Completed	15 Feb 2025

2 active templates

Standard IT Onboarding

Default checklist for engineering hires

5 tasksDefault

FormFill & submit joining form

DocumentUpload Aadhaar, PAN, bank passbook, UAN

IT SetupSystem access, email & tools setup

MeetingMeet team & department head

PolicySign NDA, HR policy & code of conduct

Sales Onboarding

For new sales team members

5 tasks

FormFill & submit joining form

DocumentUpload identity, bank & statutory docs

TrainingProduct training & sales playbook

CRMCRM access & territory assignment

BriefingTerritory briefing with sales head

26 working days 41 present today 8 LOP days 0 OT hrs

👥

Total Employees

✅

22.4

Avg Present Days

⚠️

Total LOP Days

🕐

Total Absent Days

Attendance Summary — March 2025

#	Employee	Department	Shift	Present	Absent	Half Day	WFH	LOP	OT Hrs	CL	SL	EL	%	Actions

Showing 1–20 of 47 employees

Page 1 of 3

Daily Records — 06 March 2025 47 records

#	Employee	Dept	Date	Shift	Check In	Check Out	Hours	OT	Status	Source	Actions

Showing 1–20 of 47 records

Page 1 of 3

🌅

A Shift

06:00 – 14:00

🌆

B Shift

14:00 – 22:00

🌙

C Shift

22:00 – 06:00

🏢

General Shift

09:00 – 17:30

Employee Shift Assignment — March 2025

#	Employee	Department	Shift	Timing	Shift Hrs	OT Policy	OT Hrs (Month)	Actions

47 employees

Page 1 of 3

🗓

Casual Leave (CL)

Per year quota

🏥

Sick Leave (SL)

Per year quota

🏖

Earned Leave (EL)

Per year quota

⚖️

Comp Off (CO)

Earned per OT shift

Leave Balance Register — Year 2025

#	Employee	Department	CL Quota	CL Used	CL Bal	SL Quota	SL Used	SL Bal	EL Quota	EL Used	EL Bal	CO Bal	Actions

47 employees

Page 1 of 3

2 uploads this month

Filename	Month	Format	Total Records	Processed	Errors	Status	Uploaded
march_biometric.csv	March 2025	GENERIC_CSV	47	47	0	Done	06 Mar 2025
feb_zkteco.csv	Feb 2025	ZKTECO	47	45	2	Done	28 Feb 2025

3 holidays in 2025

Holiday	Date	Day	Type
Republic Day	26 Jan 2025	Sunday	National
Holi	14 Mar 2025	Friday	Regional
Good Friday	18 Apr 2025	Friday	Optional

3 payroll runs

Period	Working Days	Employees	Gross Pay	Net Payable	Status
March 2025	26	Not generated	—	—	Draft
Feb 2025	24		₹21,84,500	₹18,42,310	Paid
Jan 2025	26		₹20,91,000	₹17,68,420	Approved

2 salary structures

Standard Salaried

Default

Basic40% of CTC

HRA20% of CTC

Special Allowance40% of CTC

PF (Employee)12% of Basic

ESI (Employee)0.75% of Gross (if <₹21K)

Professional TaxAs per state slab

TDSAs per regime elected

Management Grade

Basic50% of CTC

HRA20% of CTC

Special Allowance30% of CTC

PF (Employee)12% of Basic (capped ₹1800/mo)

ESINot applicable (CTC > ₹21K)

Professional Tax₹200/month (Telangana)

TDSAs per income tax declaration

Employee Salaries — 47 Records

#	Employee	Department	Structure	CTC (Annual)	CTC (Monthly)	Basic	HRA	Effective From	Actions

Showing 1–15 of 47

Page 1 of 4

47 payslips

Payslips — February 2025

#	Employee	Department	Gross Pay	PF Deducted	ESI	PT	LOP Days	Net Pay	Actions

Showing 1–15 of 47

Page 1 of 4

🆕

Initiated

🔍

Under Review

✅

Approved

💳

Paid

#	Employee	Separation Type	Resignation Letter	Last Working Day	Notice (Served/Total)	Net Payable	Status	Actions

🎯

Total Applicants

📋

Shortlisted

🗣

Interview

📨

Offer Issued

✅

Selected

❌

Rejected

All Candidates

#	Candidate	Position	Department	Applied On	Source	Stage	Actions

Showing 1–15

Page 1

Active & Closed Job Openings

Issued Offer Letters

#	Candidate	Position	CTC	Joining Date	Issued On	Status	Actions

Scheduled Interviews

#	Candidate	Position	Round	Date & Time	Interviewer	Mode	Status	Actions

Organisation Details

Organisation Name

Industry

PAN

GST Number

State

City

Registered Address

Payroll Settings

Working Days / Month

Payroll Process Day

PF Rate (Employee)

PF Rate (Employer)

ESI Applicability (Gross)

Professional Tax (Telangana)

🔐 User Management

Set passwords, manage access and roles. Only CEO/MD and Developer can view this.

Role	User Name	Last Login	Password	Access	Actions

Access Levels

👑 CEO/MD — Full admin, manage all users 🧑‍💼 HR — All employees, run payroll 🛠 Developer — Full view, manage users 💰 Finance — Finance dept only 💻 Engg — Engineering dept only 📈 Sales — Sales dept only ⚙️ Ops — Operations dept only 📣 Marketing — Marketing dept only

🔑 Change My Password

ℹ️You are changing the password for: —

Current Password

New Password

Confirm New Password

#	Document	Category	Status	Action
1	Signed Offer Letter	Application	Uploaded ✓
2	Resume / CV	Application	Uploaded ✓
3	Signed Joining Form	Joining	Uploaded ✓
4	10th Certificate	Qualification	Uploaded ✓
5	Degree Certificate	Qualification	Uploaded ✓
6	Aadhaar Card	Identity	Uploaded ✓
7	PAN Card	Identity	Pending
8	Bank Passbook	Bank	Pending
9	UAN Card	Statutory	Uploaded ✓
10	ESIC Card	Statutory	Not Applicable	—

➕ Add New Client

Super Admin — Client Management

Client Users

➕ Add Candidate

💼 New Job Opening

Candidate Details

📅 Schedule Interview

📨 Issue Offer Letter

📄 Offer Letter

🔄 Update Stage

➕ Add / Edit User

🔑 Change Password

Add New Employee

Arjun Sharma

Add Department

Add Designation

Assign Onboarding

Onboarding Tasks — Kiran Reddy

📎 Document Status — Kiran Reddy

➕ Add / Edit Attendance Record

⚙️ Shift Parameters

🔄 Assign / Change Shift

➕ Apply Leave

🎁 Credit / Adjust Leaves

Edit Attendance — Arjun Sharma

Upload Biometric File

Add Holiday

Create Payroll Run

Generate Payroll — March 2025

Set / Revise Employee Salary

New Salary Structure

Payslips — February 2025

Final Settlement

📄 Initiate Final Settlement

Client Access Link