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.
https://hr.swotpam.com) on any modern browser or mobile device.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.
๐ก 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.
| 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) |
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.
| 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.
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.
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.
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.