Overview
This guide covers the core functionality of Open Core Business Suite's web interface. After logging in, you'll have access to a comprehensive dashboard and navigation system tailored to your role and permissions.
Dashboard
The dashboard is your central hub for monitoring key metrics and accessing quick actions.
Key Metrics
Depending on your role and enabled modules, the dashboard displays:
- Employee Count: Total active employees in your organization
- Attendance Summary: Today's present, absent, and late employees
- Pending Approvals: Leave requests, expense claims, and other items awaiting your action
- Announcements: Recent company announcements and notices
- Quick Stats: Department-wise breakdowns, upcoming holidays, and birthdays
Widgets
The dashboard uses a widget-based layout. Common widgets include:
| Widget | Description |
|---|---|
| Attendance Overview | Today's attendance statistics |
| Leave Calendar | Visual calendar of team leaves |
| Pending Tasks | Your assigned tasks requiring attention |
| Recent Activities | Audit log of recent system activities |
| Birthday Widget | Upcoming employee birthdays |
| Holiday Widget | Upcoming holidays |
Navigation Structure
The main navigation menu is located in the left sidebar. Menu items are organized by functional area. Items marked with (addon) only appear when the corresponding module is enabled.
Admin/Manager Sidebar
- Dashboard - Main overview and metrics
- Operations (addon: SystemCore) - Dashboard, Master Data (Customers, Suppliers, Products), Configuration, Posting History, Settings
- Accounting (addon: AccountingCore) - Dashboard, Transactions, Categories, Tax Configurations, Reports, Settings
- CRM (addon: CRMCore) - Dashboard, Companies, Customer Groups, Leads, Deals, Settings
- Inventory Management (addon: WMSInventoryCore) - Dashboard, Units, Warehouses, Vendors, Stock Adjustments, Stock Transfers, Reports, Settings
- Project Management (addon: PMCore) - Dashboard, All Projects, Timesheets, Resources, Capacity Planning, Reports, Settings
- Employee Management - All Employees, Add Employee, Employee Categories, Employee Reports
- Organization - Teams, Departments, Designations, Hierarchy
- Leave Management - All Leave Requests, Compensatory Offs, Team Calendar, Leave Types, Balance Management, Reports
- Attendance Management - Dashboard, All Attendance Records, Monthly Calendar View, Web Check-in Station, Regularization Management, Shifts, Holidays, IP Groups, Geofence Groups, QR Code Groups, Face Attendance Devices, Sites, Reports
- Payroll (addon) - Dashboard, All Records, Components, Modifiers, Salary Structures, Reports, Settings
- Monitoring (addon: FieldManager) - Live Location, Timeline, Card View
- Field Task Management (addon) - Dashboard, All Tasks, Create Task, Task Calendar, Map View, Reports, Settings
- Document Management (addon) - Dashboard, Requests, Employee Documents, Document Categories, Document Types
- Recruitment (addon) - Job Openings, Onboarding Tasks
- Disciplinary Actions (addon) - Warnings, Warning Types, Appeals, My Warnings
- HR Policies (addon) - Policies, Categories, Acknowledgments
- Field Manager (addon) - Clients, Client Map, Visits, SOS Requests, Registered Devices, Reports, Settings
- Products & Orders (addon) - Orders, Product, Product Categories
- Payment Collection (addon) - All Collections, Reports, Settings
- Form Builder (addon) - Manage Forms, Create Form
- Location Management (addon) - Locations, Location Types, Assignments
- Sales Target Management (addon) - Dashboard, All Sales Targets, Reports, Settings
- Expense Management - All Expense Requests, Expense Types, Reports
- Loan Management (addon) - All Loan Requests, Loan Types, Repayments, Overdue Repayments, Reports, Settings
- Self Service - My Profile, My Attendance, My Regularization, My Leave Requests, My Leave Balance, Apply for Leave, My Compensatory Offs, My Expenses, My Loans, My Payslips, My Documents, My Holidays, My Reports
- Asset Management (addon) - Dashboard, All Assets, Asset Categories, Assignments, Maintenance, Reports
- Learning Management (addon) - My Learning, Courses, Categories
- Roles - Role and permission management
- QR Devices (addon) - QR attendance device management
- Calendar (addon) - Shared calendar and events
- Notes (addon) - Personal and shared notes
- Task Manager (addon) - All Tasks, Settings (Task Statuses, Task Priorities)
- Audit Logs - System activity tracking
- Data Import/Export (addon) - Bulk data operations
- Backup & Restore (addon) - Backups, Schedules
- Noticeboard (addon) - Company announcements
- AI Hub - AI Chat (addon)
- Settings - System-wide configuration
Employee Sidebar
The employee interface uses a simplified section-based layout:
- Overview - Dashboard
- My Workspace - My Profile, My Attendance, My Regularization, My Leaves (Leave Requests, Leave Balance, Apply for Leave), My Compensatory Offs, My Expenses (Expense Requests, Create Expense), My Loans, My Payslips, My Assets, My Documents, My Holidays, My Reports, My Warnings
- Team - Team Calendar
- Resources - My Policies, Notice Board, My Learning, Calendar, Notes
Navigation Customization
Menu items are permission-based. You'll only see options relevant to your role and the modules enabled for your organization.
Quick Actions
Quick actions provide shortcuts to frequently used features:
From the Header
- + Add Employee: Quickly add a new employee
- Notifications: View system notifications
- Search: Global search across the application
- Profile Menu: Access your profile and logout
From the Dashboard
- Mark Attendance: Quick attendance entry
- Apply Leave: Submit a leave request
- Create Task: Add a new task
- View Reports: Access reporting section
User Profile Management
Accessing Your Profile
Click your avatar in the top-right corner and select My Profile.
Profile Information
Your profile page displays:
- Personal Details: Name, email, phone, address
- Employment Info: Employee ID, department, designation, joining date
- Bank Details: Payment information (if applicable)
- Documents: Your uploaded documents
Updating Your Profile
- Navigate to My Profile
- Click the Edit button
- Update the allowed fields
- Click Save Changes
Limited Editing
Some fields may be locked and require HR or admin to update. Contact your administrator if you need to change restricted information.
Changing Your Password
- Go to My Profile > Security or Change Password
- Enter your current password
- Enter and confirm your new password
- Click Update Password
Profile Photo
- Navigate to My Profile
- Click on your current photo or the placeholder
- Upload a new image (JPEG, PNG, max 2MB recommended)
- Crop if necessary and save
Session Management
Active Sessions
View and manage your active login sessions:
- Go to My Profile > Sessions
- Review the list of active sessions (device, IP, last active)
- Click Revoke to end any suspicious session
Logging Out
- Click your avatar and select Logout
- For security, always log out when using shared computers
Notifications
Notification Center
Access the notification bell icon in the header to view:
- Leave request approvals/rejections
- Task assignments and updates
- System announcements
- Approval requests requiring your action
Notification Preferences
Configure which notifications you receive:
- Go to My Profile > Notification Preferences
- Toggle notifications for different event types
- Choose email and/or push notification delivery
- Save your preferences
Getting Help
In-App Help
- Look for ? icons next to features for contextual help
- Use the search feature to find specific functions
Support Resources
- Check the documentation for detailed guides
- Contact your system administrator for internal queries
- Reach out to support for technical issues
Next: Learn about Employee Management to start adding and managing your workforce.