Docs Feature Guide

Feature Guide

A comprehensive guide to every feature in TheStaffBook platform.

Every TheStaffBook module and what it includes. Open a module's product tour for screenshots and details.

Recruitment

Hire, interview and onboard with ease.

  • Recruitment Dashboard — Open positions, candidates, interviews, offers and joiners — with a live hiring funnel.
  • Job Openings — Job code, department, designation, employment type, work mode, vacancies, experience and salary range.
  • Candidate Management — Profiles with experience, current and expected salary, notice period, skills, links and an activity timeline.
  • Candidate Pipeline — Applied, Screening, Shortlisted, Interview, Selected, Offer Sent and Joined — as a board or a list.
  • Interview Scheduling — Interview rounds with panels, dates, times and online or in-person locations.
  • Interview Feedback — Five-point ratings on key criteria, weighted scorecards and a hire recommendation from each interviewer.
  • Employee Referrals — Employees refer people from the internal job board; HR reviews and adds them to the pipeline.
  • Offer Management — Offer letters from templates with letterhead, PDF download and status tracking.
  • Source Tracking — Know which channel works — Naukri, LinkedIn, Indeed, referrals, walk-ins, consultants or your website.
  • Onboarding — A checklist of onboarding tasks assigned to teams or people, with due dates.

Employee Management

Manage your people from one place.

  • Employee Directory — Search and filter by department, designation or status, with headcount summaries.
  • Complete Profiles — Personal, employment and contact details — with tabs for documents, attendance, payroll, leave and performance.
  • Statutory Details — PAN, PF account number and UAN stored securely with each employee.
  • Reporting Managers — Define who reports to whom so approvals and reviews flow to the right person.
  • Employment Status — Track probation, confirmation and notice period for every employee.
  • Roles & Permissions — Admins, managers and employees each see exactly what they should.
  • Employee Analytics — Joinings, department split, employment types and status distribution.
  • Export — Download employee data to Excel or PDF when you need it.

Time & Leave

Simplify attendance, leave and holidays.

  • Attendance Tracking — Daily check-in and check-out with automatic working-hour calculation and full logs.
  • Daily Attendance View — Present, on leave, late, half day and absent — filter by date, department or designation.
  • Regularization Requests — Employees request corrections for missed punches; managers approve them.
  • Leave Requests & Approvals — Apply for leave with type, dates and reason; managers approve or reject in one click.
  • Leave Types & Balances — Casual, earned, sick, maternity, paternity and custom leave types with yearly allowances.
  • Holiday Calendar — Public and optional holidays for the whole company.
  • Attendance Policies — Shifts, week-offs, grace periods, late marks and half-day rules.
  • Secure Check-in — Optionally restrict check-in to office IP addresses or a geo-fenced location.

Performance

Set goals and grow employee performance.

  • Performance Cycles — Monthly, quarterly, half-yearly or annual cycles with self-review and manager-review due dates.
  • Goals & KPIs — Weighted goals with targets, progress from 0–100% and status for every employee.
  • Self Reviews — Employees rate each goal and add comments before the manager review.
  • Manager Reviews — Managers review their team from "Team Reviews" — rating, strengths and improvements.
  • Ratings & Results — A final rating and result: Outstanding, Exceeds, Meets, Needs Improvement or Unsatisfactory.
  • Goal Achievement — See how much of each employee's weighted goals were achieved.
  • Feedback — Comments from employee and manager on every goal and review.
  • Performance Improvement Plans — A structured, supportive plan with improvement areas, actions and regular check-ins.

Payroll

Automate accurate payroll processing.

  • Salary Structures — Basic, HRA, conveyance, medical, special and other allowances with effective dates.
  • Statutory Deductions — PF (employee and employer), ESI, professional tax and income tax.
  • Attendance-Based Pay — Working days, present days, paid and unpaid leave and loss of pay applied automatically.
  • Overtime & Bonuses — Overtime pay and one-time bonuses with a recorded reason.
  • Salary Revisions — Increments and revisions with a complete salary history.
  • Payslips — Payslips with your company logo, address, GST and PAN details.
  • Review & Finalize — Every run is reviewed before it is finalized — and paid runs can be reversed with an audit note.
  • Exports — Export payroll data for your accountant or bank.

Organization

Hierarchy, teams and departments at a glance.

  • Organization Tree — An interactive chart built automatically from reporting managers.
  • Department Hierarchy — Departments with heads, members and headcount.
  • Team Directory — Everyone in the company, searchable and filterable.
  • Designations — A consistent set of job titles across departments.
  • Internal Job Board — Employees see open roles and refer candidates.

Announcements

Company news that reaches everyone.

  • Company Announcements — Post news, updates and celebrations for every employee.
  • Priority Levels — Urgent, High, Normal and Low — so critical updates stand out.
  • Search & Filter — Find announcements by priority, status or date.
  • Events & Celebrations — Town halls, birthdays, work anniversaries and holidays on the dashboard.
  • Notifications — In-app and email notifications keep people informed.

Work Logs

Daily updates that keep teams aligned.

  • Daily Work Updates — Record what was done today in a few lines.
  • Tasks Completed — A count of completed tasks for a clear record of output.
  • Hours Worked — Log hours and minutes against each day.
  • Team Visibility — Managers review their team's logs in one place.

Work Logs is available on selected plans.

Documents

Every HR document, safely in one place.

  • Company Documents — Share policies, handbooks and forms with the organization.
  • Employee Documents — ID proofs, contracts and certificates attached to each employee profile.
  • Categories — Group documents by category so they are easy to find.
  • Storage Overview — Track storage used against your plan.
  • Secure Cloud Storage — Files are stored securely in the cloud with role-based access.

Reports

Workforce insights, ready when you are.

  • HR Dashboard — Headcount, attendance, leave and pending approvals at a glance.
  • Attendance Reports — Present, late and absent trends over the last six months.
  • Leave Reports — Leave distribution by type across the year.
  • Payroll Reports — Gross salary, deductions and net pay for every run.
  • Employee Reports — Department distribution and workforce composition.
  • Custom Reports & Export — Custom date ranges and filters, exported to Excel or PDF.

Billing

Simple plans and transparent invoices.

  • Billing Dashboard — Current plan, active employees, estimated bill, next billing date and outstanding amount.
  • Plans & Pricing — Upgrade or change plans as your company grows.
  • Monthly Invoices — Per-employee invoices with proration for mid-month changes.
  • Online Payments — Secure payments and a complete transaction history.

Advanced

Recovery tools and admin safeguards.

  • User Recovery — Restore deleted employees together with their records.
  • 30-Day Safety Window — Deleted users are kept for 30 days, then cleaned up automatically.
  • Permanent Deletion — Remove a user for good only when you choose to.
  • Admin-Only Access — Sensitive tools are available only to administrators.

Settings

Configure TheStaffBook your way.

  • General Settings — Company logo, contact details, GST, PAN, address and financial year.
  • Attendance Settings — Shift timings, week-offs, check-in method, grace period and late-mark rules.
  • Leave Settings — Accrual, carry forward, approval workflow, request limits and encashment.
  • Payroll Settings — Pay schedules and salary calculation rules.
  • Roles & Security — Create custom roles with granular permissions and assign them to people or whole departments.
  • Notifications — Notification channels and the events that trigger alerts.
  • Document Settings — Define the document types to collect from every employee.
  • Employee Settings — Employee ID prefix, default role and status, probation and notice periods, and password rules.

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