Company Info & Users

Overview

Company Info under Settings → Company Info stores the organization's details used across the system — statutory screens, payslips, reports, exports, and compliance filings. The page has six tabs: General, Departments, Locations, Departments Head, LOV, and Front Desk.

General

All fields are read-only by default. Click the pencil icon to open the edit form.

• Company Info — First Name, Last Name, Company Name, Company Type (e.g., Payroll)
• Registration — GST Registration (Enabled/Disabled), Company Email, Company Mobile, Company Phone, Company GST, Tan, Pan
• Company Logo — Organization logo displayed across the system
• Bank Account Details — Bank Account Name, Account No, Bank Name, Branch Address, IFSC Code
• Primary Address — Company Full Address, Company Area, Latitude, Longitude, Pincode, City, State, Country
• User Info — Super Admin username

Departments

Lists all departments with Department Name and Actions (pencil to edit, delete to remove). Click + to add.

Locations

Lists all locations: Location Name, Location Type (Office/Customer Place/Default), Location Code, Latitude, Longitude, Address, City, State, and Actions. Click + to add. Use the download icon to export.

Departments Head

Assign a head to each department: Department Name, Department Head, Role Name, and Actions. Click + to add.

LOV (List of Values)

Master data used across the system in four columns:

• Department — All departments
• Category — Employee categories (Confirmed, Part-time, Temporary, Interns, Probationers, Trainees, Leased)
• Claims — Claim categories (Travel Expenses, Food Expenses, Mobile and Internet Bill, Stationery Bill, etc.)
• Designation — Job designations (Manager, Sales Manager, Team Leader, Receptionist, etc.)

Each column has Search, + to add, pencil to edit, and delete to remove.

Front Desk

Manage front desk devices per location: Location, Device Id, Last Active, and Actions (three-dot menu with Deregister, Edit, Change Password, Forgot Password). Click + to add.

Users

Open Settings → Users to view and manage all employees. The list shows: Emp Code, Employee, User Name, Role Name, Category Name, Location Name, Device Id, and Actions (pencil to edit, deregister device). Click + to add a new user.

New User Form

Personal Info

• First Name, Last Name, Gender, Phone Number, Office Phone Number, DOB
• Contact Information — Email, Address, Area, Pincode, City, State, Country, Latitude, Longitude

Application Info

• User Role, User Name (prefixed with jps.), Password, Location, Primary Location
• Toggles — Restrict Location for Attendance, Enable Live Location, Work From Home, Selfie Attendance, Face Attendance, App Access, Manual Attendance, Attendance Via App, Device Attendance

Payroll Info

• Employee Code, Department, Reporting Manager, Designation
• Employee Category, Date Of Joining, Relieving Date, Select Template (salary template)

Payment Details

• Mode of Payment — Select how the employee gets paid

Use Prev/Next to navigate between tabs. Click Submit to save, or Cancel to discard.

How Company Info & Users Work

1. Admin fills the General tab with company details, bank info, primary address, and logo — these appear in payslips, statutory screens, and exports.
2. Admin sets up Departments, Locations, and Designations in LOV — these populate dropdowns when adding employees and configuring policies.
3. Admin assigns Department Heads who manage approvals and reports for their department.
4. Admin adds employees through Users → +, filling Personal Info, Application Info (role, location, attendance toggles), Payroll Info (department, category, salary template), and Payment Details.
5. The employee then appears in the Users list and is linked to their department, category, and location — which determines their attendance policy, leave policy, salary structure, and approval workflow.