System › Notifications

Filter by type with All Types. On a row, choose Mark as Read or Delete; click Mark All Read to clear every unread item. Deleting only removes it from your list. The page shows your most recent notifications; if you have a very long backlog, a note tells you older ones aren't listed. More detail is in Everyday use, "Notifications".

System › Notif. Preferences

Switch Push Notifications and Email Notifications on or off, then turn individual events on or off under Notification Types, and click Save Preferences. Items marked "Always sent" are security and statutory notices and can't be switched off. These settings are yours alone — they don't change anyone else's.

System › Letter Templates

Quickest start: click Add standard templates to add a ready-made set. Running it again never creates duplicates.

Make your own template

1. Click New Template. Enter the Template Name (for example, Offer Letter) and pick the Type — offer, appointment, probation confirmation, salary revision, experience, relieving, full & final settlement, warning, performance improvement plan, or other.
2. Write the Letter body. Click a field above the editor to insert details such as the employee's name or your company name — they fill in automatically for each employee. The letterhead, date and title are added to the PDF for you.
3. Leave Active on and click Create Template.

Issue a letter

1. On a template's row, choose Issue letter, pick the Employee and click Issue & email letter. The employee is emailed and the letter appears in their My Letters and on their Documents tab.
2. Already have a signed PDF? Click Upload & Issue, pick the employee, give a Letter title and Type, attach the PDF (up to 10 MB) and tick Require employee acknowledgement if they must respond.

System › Billing

• Current plan: the Plan type, Billing frequency, when it was Activated, when the trial ends or the plan Expires on, and the Base fee.
• Team Headcount: employees Included in plan, your Active employees and Remaining slots. If you go over, it shows the extra users, the per-user rate and the Monthly overage charge.
• Renewal Due: the amount and due date. There is no auto-charge — renew before the date or access lapses.
• Invoice History: past invoices with a Download button.

Change plan or billing frequency

1. In the plans section, choose Monthly or Annual (annual saves up to 15% and is billed upfront for 12 months). Each plan card shows its price and how many employees it includes.
2. To move up, click the plan's button (for example, Choose annual). Check the charges — an upgrade is prorated, with credit for what's left of your current plan — and click Pay. Payment is made online through Razorpay.
3. To move down, click Schedule downgrade. You keep your current plan until the end of the period and nothing is charged now. You can Cancel downgrade before then.

System › Access & Roles

A role is a bundle of permissions — like a set of keys. Everyone gets the Employee role (or Contractor Employee for vendor staff). You add more roles on top for extra responsibilities, and a person's access is everything their roles allow together.

Give someone a role

1. Under Users, search for the person and click them.
2. If you see No login linked, click Provision login & send invite first. They get an email to set their password.
3. Click Add role and pick the role. It takes effect straight away.
4. To take a role away, click remove on it and confirm with Remove. They lose that access immediately.

The built-in roles

• Tenant Owner — everything, including billing and roles. Tenant Admin — company settings, policies, workflows; no billing, no role assignment. Billing Owner — subscription and invoices only. Role Admin — assigns roles and reads the audit log.
• HR Admin — full read and write across every HR area. HR Manager — works with the people in their own department (records, leave, attendance and more), plus any department the owner lets them look after on Settings › Responsibilities. HR Executive — onboarding, documents and leave-balance corrections.
• Payroll Admin — runs payroll, can't approve it. Finance Approver — approves payroll, timesheets and expenses. Finance Executive — pays out reimbursements, no approval rights.
• Manager — their direct team: the people whose profile names them as reporting manager. Director — everyone below them down the reporting line. Attendance Supervisor — marks and corrects attendance for workers who can't do it themselves, in their own department; the owner can also let them look after another department or a location, for attendance and leave only. Recruiter — hiring only. Training Manager — training only (creating and assigning programmes on the Training screen is done by HR Admins and the owner).
• CxO — sees the whole company and can act as an approver (exits, payroll inputs, workflow steps) and work out final settlements, but doesn't edit employee records or run payroll. CEO — reads everything plus top-level approvals. Board of Directors — financials, budgets and analytics without personal employee details.

See what a role allows

Roles are set up and maintained by Verdeshell. You can't create new roles or change what a role allows. Under Role Permissions, click a role to see its permissions grouped by area — each one says "System roles are managed by the platform and cannot be edited". Settings › Admin › Roles shows the same list, and View Permissions shows exactly what a role allows. To change what someone can do, give them a different role, or an extra one: a person can hold more than one role, and their access is the combination of all of them.