A workspace is your business environment—each one can represent a different company, branch, or department.

To create a workspace:

• Log in to Casherp.
• Click on your profile icon (top-right corner).
• Select "Create Workspace".
• Enter workspace name, logo, and business details.
• Click "Save".

Tip: You can create multiple workspaces for different business units (e.g., Mungo Villas, PickRents, Forlan Hire).

Casherp supports role-based access control to keep your data secure and organized.

To add users:

• Go to "Users" under the Admin panel.
• Click "Add New User"
• Enter name, email, and assign a role (Admin, Manager, Staff, Accountant, etc.)
• Choose which modules they can access
• Click "Invite"

Admins can access all modules, while Staff may be limited to POS, HR, or CRM depending on their role.

The dashboard is your command center. It shows key metrics, shortcuts, and recent activity.

Key sections include:

• Quick Stats: Revenue, expenses, bookings, leads
• Module Shortcuts: Invoicing, HR, CRM, POS, etc.
• Notifications: Pending approvals, meetings, tasks
• Workspace Switcher: Toggle between businesses

You can customize your dashboard layout by dragging widgets or hiding unused modules.

Casherp is modular—activate only what you need.

To activate modules:

• Go to "Settings" > "Modules".
• Toggle ON/OFF modules like HR, CRM, POS, Hotel, Catering, etc.
• For premium add-ons (e.g., Property Management, Google Meet), ensure they're installed and licensed.

Add-ons like Catering Management or Recurring Billing enhance core functionality—perfect for event venues or subscription businesses.

Make your workspace feel like home.

To customize branding:

• Go to "Settings" > "Workspace Settings".
• Upload your logo and favicon.
• Choose theme colors.
• Add business contact info and social links.

A branded workspace builds trust with clients and staff.

Casherp includes built-in support tools.

• Use the Help Center for tutorials and FAQs
• Submit tickets via the Support tab.
• Join live sessions or webinars (if available).

Start by building your employee directory.

To add a new employee:

• Navigate to HR > Employees.
• Click "Add Employee".
• Fill in details: name, email, phone, department, designation, and joining date.
• Upload profile photo and documents (optional).
• Click "Save".

You can assign employees to specific departments like Housekeeping, Kitchen, Sales, or Admin.

Organize your team structure for better reporting and payroll management.

To create a department:

• Go to HR > Departments.
• Click "Add Department".
• Enter department name (e.g., Front Desk, Maintenance).
• Save.

To add designations:

• Go to HR > Designations.
• Click "Add Designation".
• Enter title (e.g., Manager, Waiter, Technician).
• Save.

Monitor employee check-ins and working hours.

To record attendance:

• Employees can log in and mark attendance manually.
• Admins can bulk upload or auto-track via integrated devices (if enabled).

View attendance reports:

• Go to HR > Attendance.
• Filter by date, employee, or department.
• Export reports for payroll processing.

Handle leave requests and approvals with ease.

To manage leave types:

• Go to HR > Leave Type.
• Add categories like Sick Leave, Annual Leave, Maternity Leave.

To approve leave:

• Go to HR > Leave Requests.
• Review request details.
• Approve or reject with comments.

Automate salary calculations and generate payslips.

To configure payroll:

• Go to HR > Payroll Settings.
• Set salary components (basic, allowances, deductions).
• Assign salary structure to employees.

To generate salary slips:

• Go to HR > Payslips.
• Select month and employee.
• Click "Generate".
• Download or email the payslip.

Manage hiring pipelines and job applications.

To post a job:

• Go to HR > Recruitment.
• Click "Add Job".
• Enter job title, description, department, and deadline.
• Publish.

To track applicants:

• View applications under HR > Candidates.
• Assign interview stages and update status.