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User Guide

A comprehensive step-by-step walkthrough for employees and managers using the Swot HR Unified Management Platform. Learn how to track daily attendance punches, apply for leaves, access automated payroll payslips, sign vault documents, and leverage the AI assistant.

1. Getting Started & Authentication

The Swot HR platform supports seamless single sign-on (SSO), corporate email credentials, and magic link authentication. Once provisioned by your HR administrator, you will receive an invitation email containing your temporary access credentials or an SSO link.

1
Access Login Portal
Open your designated corporate HR portal URL (e.g., https://hr.swotpam.com) on any modern browser or mobile device.
2
Enter Credentials or SSO
Sign in using your corporate Google Workspace, Microsoft 365, Okta SSO, or your company email and password.
3
Set Up Multi-Factor Auth
Scan the TOTP QR code via Google Authenticator or Microsoft Authenticator to secure your account.
โ„น๏ธ
Session Security: Inactive sessions automatically expire after 15 minutes of inactivity in compliance with enterprise security and ISO 27001 standards.

2. Dashboard Overview

The dashboard is your daily personal command center. It presents real-time metrics, live punch status, leave balance counters, upcoming public holidays, and pending manager approval tasks in a consolidated glassmorphism view.

hr.swotpam.com/dashboard
Today's Punch
09:02 AM
โœ“ Checked In
Casual Leaves
12 / 14
Days Available
Sick Leaves
8 / 10
Days Available
Next Payslip
Oct 31
Processing

๐Ÿ’ก Pro-tip: Click on any widget to jump straight into detailed transaction logs, leave applications, or breakdown views.

3. Attendance & Time Tracking

Swot HR provides accurate, zero-friction time tracking. Depending on your organization's shift policies, attendance can be recorded through the web portal, mobile app with geofencing, or biometric sync.

1
One-Click Punch In
Click the vibrant Punch In button on your dashboard header or mobile navigation when starting your work day.
2
Break Tracking
Record lunch and tea breaks by toggling Start Break to ensure accurate total effective working hours.
3
Punch Out & Summary
At shift conclusion, click Punch Out. The platform instantly calculates regular hours and approved overtime.
Shift Tier Standard Hours Grace Period Half-Day Threshold Auto-Checkout
General Shift (GS) 09:00 AM โ€“ 06:00 PM 15 Minutes (till 09:15 AM) < 4.5 Effective Hours 11:59 PM
Morning Shift (MS) 06:00 AM โ€“ 03:00 PM 15 Minutes (till 06:15 AM) < 4.5 Effective Hours 08:00 PM
Night Shift (NS) 09:00 PM โ€“ 06:00 AM 15 Minutes (till 09:15 PM) < 4.5 Effective Hours 11:00 AM (Next Day)
๐Ÿ’ก
Forgot to punch? Submit an Attendance Regularisation request with reason and manager approval within 48 hours to update your records.

4. Leave Management & Requests

Managing planned vacations, emergency sick leaves, and work-from-home requests is automated with multi-level approval workflows and holiday calendar synchronization.

1
Select Leave Category
Choose from Casual Leave (CL), Sick Leave (SL), Earned/Privilege Leave (PL), Maternity/Paternity, or WFH.
2
Choose Dates & Half-Day
Select start and end dates. Specify First Half or Second Half if applying for partial day leaves.
3
Notify & Track Status
Add remarks or attach medical certificates. Your reporting manager is immediately notified via email and in-app alert.
Leave Type Annual Entitlement Notice Required Carry Forward Limit Document Required
Casual Leave (CL) 12 Days / Year 24 Hours in advance Non-accumulative No
Sick Leave (SL) 10 Days / Year Same day notice Up to 5 Days Yes (> 2 consecutive days)
Privilege Leave (PL) 15 Days / Year 7 Days in advance Up to 30 Days No
Work From Home (WFH) 2 Days / Month 12 Hours in advance Non-accumulative Manager consent

5. Payroll, Payslips & Tax Documents

Access encrypted monthly salary slips, year-to-date tax forecasts, Form 16, and provident fund contribution breakdowns directly through the self-service portal.

hr.swotpam.com/payroll/payslips
Payslip โ€” September 2026
Emp ID: SW-4091 ยท Designation: Senior Software Engineer
Earnings
Basic Salaryโ‚น 65,000.00
House Rent Allowanceโ‚น 26,000.00
Special Allowanceโ‚น 19,000.00
Deductions
Provident Fund (EPF)โ‚น 3,600.00
Professional Taxโ‚น 200.00
TDS / Income Taxโ‚น 7,200.00

6. Document Vault & Digital Signatures

The Document Vault provides an end-to-end encrypted repository for your employment agreements, appraisal letters, identification proofs, and compliance certifications.

1
Upload Documents
Securely upload scanned PDF/PNG copies of national identity, academic degrees, and prior employment certificates.
2
Review & Sign
Digitally sign offer letters, NDAs, and corporate policy updates with built-in audit trails and timestamp verification.
3
Export & Share
Generate password-protected links or export verification bundles directly for official banking or visa processing.

7. Company Resources & Policy Handbook

Quickly browse company-wide guidelines, healthcare benefit handbooks, organizational directory charts, and standard operating procedures (SOPs).

  • Employee Handbook: Comprehensive guide on culture, ethics, communication protocols, and dress codes.
  • Health & Wellness Benefits: Medical insurance policy numbers, cashless hospital network directories, and claim forms.
  • Travel & Expense Guidelines: Per-diem allowances, cab reimbursement rules, and expense submission deadlines.

8. AI Assistant & Smart HR Queries

The Swot HR AI Assistant is an intelligent conversational agent trained on your company's policy manuals, leave rules, and personal employment records.

hr.swotpam.com/ai-assistant
AI
Hello Alex! I can help you with leave balances, payslip explanations, policy questions, or travel claim policies. What would you like to know?
"How many casual leaves do I have left?" "Explain the PF deductions on my payslip" "What is the corporate travel allowance rule?"
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Zero Data Leakage: All AI interactions are isolated within your corporate tenant, guaranteeing your queries and employee records are never shared with external models.

9. Announcements, Events & Notifications

Stay up to date with executive broadcasts, upcoming town halls, holiday announcements, and milestone celebrations like birthdays and work anniversaries.

10. Profile Management & Settings

Maintain your personal contact details, emergency contacts, primary bank account for salary disbursals, and profile avatar.

1
Emergency Contacts
Keep at least two verified emergency contacts updated with phone numbers and relationship details.
2
Bank & IFSC Details
Update bank accounts with verified IFSC and cancelled cheque copy for payroll validation.
3
Security & Password
Manage your password, review active browser sessions, and regenerate 2FA recovery backup codes.
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