The Portal gives every employee their own front door to HDeBooks. They punch in and out from the clock terminal, check their attendance calendar, request leaves and view payslips — while admins run the team roster, approve requests, compute payroll and pull reports from the same place. A built-in call-center side lets agents log calls, manage leads and work follow-ups, and a full finance suite (expenses, income, accounts, P&L, balance sheet) runs the company money — all with role-based access, so each person sees only what they are allowed to.
Present days, leave days, pending requests and out-of-geofence punches — each employee's day at a glance.
Big green Clock In button — one tap to punch in and out, with selfie, GPS and IP recorded on every punch.
Only in-geofence clock-ins count as Present; out-of-geofence punches are flagged with amber warnings.
Monthly calendar — colour-coded days (green on time, red absent, amber leave, gray off day) with late time inside each day cell.
Leave requests with balances, admin approval view and leave-day totals.
Monthly payslips employees can open and download themselves.
The whole staff's daily Present/Absent status on one screen. Manual attendance rows tagged "Manual" on Team view, calendar and reports.
Departments, designations and salaries — the full roster with departments, designations, shifts and holidays managed in one place.
Per-month present, leave, absent, advance and net per employee, with one-click Print All Payslips. Salary advances recorded once and deducted automatically in payroll.
Per-employee financial ledger with date-range selection — the full financial history next to HR.
Upload your ZKTeco device's CSV export (up to 5 MB) straight into attendance — bulk-load punches, or correct a day with manual attendance entry.
Attendance reports with date filters, export, and anomaly flags like "Missing out" when someone forgets to clock out. Reports open on today's date, and overnight clock-outs before 6 AM count toward the previous day's shift.
Agents log calls with contact, direction, disposition, duration and notes; manage leads by source and status; work a follow-up queue with overdue alerts. Lead action menu: Edit, Log Call, Mark as New / Contacted / Qualified / Won / Lost, or Delete.
Expenses, income, accounts, assets, P&L, trial balance and balance sheet. Capital contributions tracked as equity — excluded from P&L income, not earnings. Double-entry journal and chart of accounts with letterhead logo on printed documents.
Admin, Viewer, and per-user finance permissions — you can only grant what you hold. Full app admins can grant anything; Portal admins can only grant finance capabilities they hold themselves; viewers see dashboard, reports and call-center pages only.
Every page links to its own help topic — an info icon in the header deep-links to that exact page's documentation. Dark and light mode, with a WhatsApp support widget in the header.
The Clock In terminal is the first thing employees see. Every punch is location-checked, and the dashboard counts out-of-geofence punches where everyone can see them.
The Team roster shows every employee's daily status — Present or Absent — on a single screen. No more asking around to see who showed up.
The Portal is not just attendance — it runs the company money too. Expenses, income, accounts and assets live next to payroll, with P&L, trial balance and balance sheet on top.
Run payroll for the month and every employee's present, leave, absent, advance and net is computed in one table. Advances deducted automatically, payslips published to each employee's portal.
Each employee gets their own portal login — separate from the main HDeBooks app, limited to self-service. Own login at your /portal/ address; sees only their own data; dark and light mode included.
One tap on the Clock In terminal records the punch with location. The dashboard tracks present days and flags out-of-geofence punches — big green button, selfie capture on punch, out-of-geofence counter on dashboard.
Employees check the monthly attendance calendar, request leaves with balances shown, and open their payslips — no HR visit needed.
Agents log every call with disposition and notes, manage their leads, and work through scheduled follow-ups with overdue alerts — Log a Call form, lead list with source/status/agent, follow-up queue with overdue flags.
HR sees the Team roster, approves leaves, records advances, runs monthly payroll and pulls attendance reports with export. Finance admins record expenses and income, and grant access to others — only what they hold themselves.
Upload ZKTeco device CSV exports to bulk-load attendance, or correct a day with manual attendance entry. Anomaly flags catch missing punches.
Yes. The Portal lives at its own address (your /portal/) with its own login. Employees never see the main app's menus, sales or accounts — only their self-service pages.
Portal logins are limited to self-service: punch, attendance, leaves, payslips and (for agents) calls and leads. Admins keep the full back office.
Each punch is location-checked against your work geofence. Punches made outside it are counted as "Out of geofence" on the dashboard and in reports, so remote or off-site punches are always visible.
Yes — upload your ZKTeco device's CSV export and attendance populates in bulk. Admins can also fix individual days with manual attendance entry.
The monthly payroll run computes present, leave, absent, advance and net pay per employee, deducts recorded salary advances automatically, and publishes a payslip to each employee's portal.
Yes. Beyond HR and payroll, the Portal has a full finance suite: expenses, income, accounts, assets, profit & loss, trial balance, balance sheet, a double-entry journal and a chart of accounts. Capital deposits are treated as equity and excluded from P&L income. Access is per-capability.
Full app admins can grant anything. Portal admins can only grant finance capabilities they hold themselves — greyed-out boxes on the permissions page are ones they do not have. Viewers can only see the dashboard, reports and call-center pages.
Agents log calls with contact, direction, disposition, duration and notes, manage leads by source and status, and work a follow-up queue with overdue alerts. Admins manage agents, dispositions and a full call audit trail.
Recipes, production batches and true costing for manufacturers, bakeries, restaurants and workshops.
Call logging, lead pipeline and agent performance tracking for sales and support teams.
Attendance, shifts, leave and payroll automation with selfie + location verification.
This addon extends HdeBooks. Pricing and availability: contact us or add HdeBooks from the Shop and tell us which addons you need.