📄️ HRM Overview
The Human Resource Management (HRM) module is a core component of Ever Gauzy, providing comprehensive tools for managing employees, tracking time, and handling HR workflows.
📄️ Employee Management
Comprehensive employee profile management including onboarding, departments, teams, and settings.
📄️ Time Tracking
Ever Gauzy provides multiple time tracking methods to accommodate different workflows and preferences.
📄️ Timesheets
Timesheets aggregate time logs into reviewable, approvable periods for payroll and billing.
📄️ Activity Tracking
Activity tracking captures screenshots, application usage, and website visits to provide productivity insights.
📄️ CRM Overview
The Customer Relationship Management (CRM) module helps manage client relationships, sales pipelines, and business contacts.
📄️ ERP Overview
The Enterprise Resource Planning (ERP) module handles financial operations including invoicing, expense tracking, payments, and income management.
📄️ Invoicing
Create, send, and manage invoices and estimates with support for multiple currencies, taxes, and discounts.
📄️ Expenses
Track business expenses with categorization, receipt management, and billable expense support.
📄️ Payments
Record and track payments received against invoices.
📄️ Income Management
Track revenue and income from various sources including client payments, bonuses, and other revenue streams.
📄️ Project Management
Create and manage projects with billing, budgets, team assignments, and integration sync.
📄️ Task Management
Comprehensive task management with custom statuses, priorities, sizes, issue types, and views.
📄️ Goals & KPIs
Set organizational and individual goals with measurable key results.
📄️ Goals & OKRs
Objective and Key Result (OKR) tracking system for organizational alignment and performance measurement.
📄️ Inventory
Product and warehouse inventory management for tracking stock, orders, and merchandise.
📄️ Recruitment & Candidates
Applicant tracking system (ATS) for managing candidates, interviews, and hiring workflows.
📄️ Time Off Management
Manage employee leave requests, approval workflows, and time-off policies.
📄️ ATS — Candidates
The Applicant Tracking System (ATS) manages the full recruitment pipeline from candidate application to hiring.
📄️ Products & Inventory
Product catalog, variants, pricing, and warehouse management.
📄️ Equipment Management
Track and manage organizational equipment, sharing policies, and allocations.
📄️ Reports & Analytics
Built-in reporting and analytics for HR, financial, and project data.
📄️ Approval Workflows
Request approval system for leave, equipment, expenses, and custom workflows.
📄️ Import & Export
Data import/export capabilities for migration, backup, and bulk operations.
📄️ Daily Plans
Plan daily work by assigning tasks to specific calendar days. Each employee can create daily plans to organize their workload.
📄️ Dashboard Widgets Configuration
Configure and customize the dashboard with widgets.
📄️ Sprints & Agile Workflows
Manage agile sprints with task boards, sprint planning, and progress tracking.
📄️ Equipment Sharing & Policies
Track, manage, and share equipment across your organization.
📄️ Strategic Initiatives
Long-term strategic planning and initiative tracking for organizational goals.
📄️ Comments & Mentions
A rich commenting system with @mention support for discussions on tasks, projects, and other entities.
📄️ Multi-Currency Support
Configure and use multiple currencies across your organization.
📄️ Reactions
Emoji reactions on comments, tasks, and other entities.
📄️ Employee Onboarding Workflow
Set up and manage structured onboarding for new employees.
📄️ Favorites
Bookmark frequently accessed entities for quick navigation.
📄️ Accounting Templates
Customize invoice, estimate, and receipt document templates.
📄️ Entity Subscriptions
Subscribe to entities to receive notifications when changes occur.
📄️ Employee Notifications
Configure notification preferences and view notification history.
📄️ Organization Vendors
Manage vendors and suppliers for your organization.
📄️ Broadcasts
Send organization-wide announcements and broadcast messages to all employees.
📄️ Organization Languages
Configure supported languages for multi-language organizations.
📄️ Employee Statistics & Analytics
View and analyze employee productivity metrics.
📄️ Screening Tasks
Assign and track evaluation tasks during the candidate hiring process.
📄️ Resource Links
Attach external URLs and resources to any entity (tasks, projects, etc.).
📄️ Custom Views
Save and reuse custom filter configurations for task lists, employee lists, and other data views.
📄️ Departments & Positions
Manage organizational structure with departments and positions.
📄️ Expense Categories Management
Organize expenses with customizable categories.
📄️ Employee Recent Visits
Track recently accessed entities for quick navigation.
📄️ Tags & Labels
Flexible tagging system for categorizing and filtering entities across the platform.
📄️ Email Templates
Customize system email notifications using Handlebars templates.
📄️ Timesheet Management
Detailed guide to timesheet workflows, approvals, and configuration.
📄️ Activity Tracking Deep Dive
Monitor employee activity levels, app usage, and productivity.
📄️ Custom SMTP
Configure custom SMTP servers for email delivery.
📄️ Event Scheduling
Manage employee availability, appointments, and event types for scheduling.
📄️ Task Views Deep Dive
Advanced task visualization modes and custom view configurations.
📄️ Employee Availability Management
Configure and manage employee working hours and availability.
📄️ Sales Pipelines
Manage multi-stage sales processes with visual pipeline boards and deal tracking.
📄️ Contacts Management
Manage business contacts (customers, clients, leads, vendors, and partners) with full CRM capabilities.
📄️ Tags Management
Organize entities with a flexible tagging system.
🗃️ 📄 Documents
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📄️ Skills Management
Track and manage employee skills and competencies.
📄️ Organization Documents
Manage shared documents, wikis, and knowledge bases within your organization.
📄️ Proposals Management
Create and track project proposals for clients.
📄️ Employment Types
Define and manage employment type classifications within the organization.
📄️ Knowledge Base
Build an internal knowledge base and help center.
📄️ Daily Plans Deep Dive
Plan daily work with structured daily plans.
📄️ Recurring Expenses
Manage automated recurring expense entries for both organizations and employees.
📄️ Custom Fields
Extend entities with custom metadata fields.
📄️ Bulk Operations
Perform actions on multiple entities simultaneously.
📄️ Warehouse Management
Manage warehouses, inventory, and stock levels.
📄️ Notification System
Configure and manage notifications across the platform.
📄️ Employee Awards & Recognition
Recognize and reward employee achievements.
📄️ Organization Teams
Create and manage cross-functional teams.
📄️ Help Center
Build a customer-facing help center.
📄️ User Preferences
Customize personal settings and UI preferences.
📄️ Data Export Formats
Supported export formats and configuration.
📄️ Employee Levels & Positions
Define experience levels and job positions for your organization.
📄️ Employee Appointments
Schedule and manage employee appointments.
📄️ Candidate Management
Manage recruitment pipeline and job candidates.
📄️ Interview Scheduling
Schedule and manage candidate interviews.
📄️ Sprint Management Deep Dive
Agile sprint planning, execution, and reporting.
📄️ Task Priorities & Sizes
Configure task priority levels and size estimations.
📄️ Email Templates Deep Dive
Customize and manage transactional email templates.
📄️ Payment Gateway Configuration
Configure payment processing for invoices.
📄️ Accounting Overview
Financial management capabilities in Ever Gauzy.
📄️ Holiday Management
Configure organization-specific holidays and non-working days.
📄️ Time Off Management Deep Dive
Configure and manage employee leave/vacation.
📄️ Custom Branding
White-label and customize the Gauzy application branding.
📄️ Organization Project Settings
Configure project management settings at the organization level.
📄️ Custom SMTP Deep Dive
Configure custom SMTP settings for email delivery.
📄️ Employee Offboarding
Process for offboarding employees from the platform.
📄️ Payroll Overview
Payroll calculation and management in Ever Gauzy.
📄️ Multi-Organization Management
Manage multiple organizations under a single tenant.
📄️ Product Management Deep Dive
Manage products, variants, and product categories.
📄️ Sales Pipeline Deep Dive
Track deals through configurable sales pipelines.
📄️ Screenshot Review Guide
Review and manage employee screenshots from time tracking.
📄️ Budgets & Forecasting
Track project budgets and forecast financial performance.
📄️ Custom Roles & Permissions
Define custom roles with granular permission control.
📄️ Meeting Management
Schedule and track team meetings.
📄️ Team Collaboration Features
In-app collaboration tools for teams.
📄️ Notification Preferences
Configure how and when you receive notifications.
📄️ Project Budget Tracking
Monitor and control project budgets against actual spending.
📄️ Client Portal
External-facing portal for client collaboration.
📄️ Time Tracking Reports
Detailed time tracking reports and analytics.
📄️ Import & Export Deep Dive
Bulk data import and export capabilities.
📄️ AI Agent Chat
An embedded AI assistant that answers questions about your workspace data and helps you operate the platform — browsing pages, filling forms, and submitting them with your explicit approval.