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.