# AiFlo Help Docs ## Help Docs - [Welcome to Aiflo](https://docs.aiflo.app/welcome-to-aiflo.md): AiFlo is an AI-Powered Low-Code platform that delivers business Hyper-automation at 20x lower cost. You can achieve ROI on Day 1 of Deployment with AiFlo's ready Business Applications. - [Product Guides](https://docs.aiflo.app/product-guides.md) - [Field Sales](https://docs.aiflo.app/field-sales.md) - [Area](https://docs.aiflo.app/field-sales/area.md) - [Route](https://docs.aiflo.app/field-sales/route.md): Adding a route feature in a field sales app is essential for optimizing sales operations and enhancing the productivity and efficiency of sales representatives. - [Scheme](https://docs.aiflo.app/field-sales/scheme.md): A scheme is a discount offer for a particular customer and product for a specific time period. - [Product Price](https://docs.aiflo.app/field-sales/product-price.md): To process any order,product price is an essential factor during any site visit. An offer price is made to the customer when they negotiate for a product during a site visit for a specific time period - [Product](https://docs.aiflo.app/field-sales/product.md): Organizations provide goods and services as a product. A list of products is an important part of business process. - [Customer](https://docs.aiflo.app/field-sales/customer.md): A customer is an individual or entity that has a relationship with a business. - [Announcement](https://docs.aiflo.app/field-sales/announcement.md): To declare any information for sales representatives, there is an announcement. In announcement, admin can add and check all the announcements added by all the sales representatives. - [Document](https://docs.aiflo.app/field-sales/document.md): In the document, the admin can add related documents, photos or videos of site visits for the sales representatives. - [Today Plan](https://docs.aiflo.app/field-sales/today-plan.md) - [My Visits](https://docs.aiflo.app/field-sales/my-visits.md): In My visits, you can check all the details of the started site visits for that date - [Weekly Plan](https://docs.aiflo.app/field-sales/weekly-plan.md): A weekly plan is a valuable tool for effective time management, goal achievement, and maintaining well-organized working hours. - [Orders](https://docs.aiflo.app/field-sales/orders.md) - [Route Plan](https://docs.aiflo.app/field-sales/route-plan.md): In the route plan, admin can check the weekly plan added by all sales representatives for the assigned routes - [Visit Report](https://docs.aiflo.app/field-sales/visit-report.md): Admin can check all the site visits by route, agent, and date. - [Reports by Orders](https://docs.aiflo.app/field-sales/reports-by-orders.md): In Field sales dashboard admin can check all the reports as per orders, visits, and target. - [Reports by Visit](https://docs.aiflo.app/field-sales/reports-by-visit.md): In Field sales dashboard, admin can check all the reports as per visit - [Reports by Target](https://docs.aiflo.app/field-sales/reports-by-target.md) - [Add Customer from the Mobile App](https://docs.aiflo.app/field-sales/add-customer-from-the-mobile-app.md): A customer's presence in a field sales app is essential for effective sales processes.Sales representative require access to customer data, like contact information, route name & past interactions - [Presentation in Mobile App](https://docs.aiflo.app/field-sales/presentation-in-mobile-app.md): In presentations, sales agent can download and check all the documents, photos, and videos related to the site visit - [Tracking](https://docs.aiflo.app/field-sales/tracking.md): In tracking, the admin can check the exact location of the sales agent for the started and ended site visits on the selected date. - [Attendance Report](https://docs.aiflo.app/field-sales/attendance-report.md): In the attendance report, you can check the daily attendance of an employee, their check-in, check-out time, total working hours, status(present/absent), check-in and check-out location. - [FSA-Payment Collection](https://docs.aiflo.app/field-sales/fsa-payment-collection.md) - [CRM](https://docs.aiflo.app/crm.md) - [Lead](https://docs.aiflo.app/crm/lead.md): “Leads” is a term commonly used in various contexts to refer to potential customers or opportunities that a business or individual can pursue for sales, marketing, or other purposes. - [Lead Activity](https://docs.aiflo.app/crm/lead-activity.md) - [Opportunity](https://docs.aiflo.app/crm/opportunity.md): Opportunity is a potential business deal or interaction that could lead to a sale or a positive outcome for a company. Opportunities tracked and managed within a CRM. - [Opportunity Activity](https://docs.aiflo.app/crm/opportunity-activity.md) - [Customer](https://docs.aiflo.app/crm/customer.md): A customer is an individual or entity that has a relationship with a business. - [Customer Activity](https://docs.aiflo.app/crm/customer-activity.md) - [Contact](https://docs.aiflo.app/crm/contact.md): The Contacts feature within AiFlo enables you to consolidate all your contacts into a single location, complete with their affiliations with corresponding companies. - [Quotation](https://docs.aiflo.app/crm/quotation.md): Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions. - [Share Quotation through Email](https://docs.aiflo.app/crm/quotation/share-quotation-through-email.md) - [Invoice](https://docs.aiflo.app/crm/invoice.md): Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication. - [Share Invoice through Email](https://docs.aiflo.app/crm/invoice/share-invoice-through-email.md) - [Purchase Order](https://docs.aiflo.app/crm/purchase-order.md): Purchase orders play a pivotal role in maintaining order accuracy, contract adherence, and efficient communication between buyers and sellers in the sales process. - [Target](https://docs.aiflo.app/crm/target.md): Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts. - [Marketing](https://docs.aiflo.app/crm/marketing.md) - [Configure Email Campaign](https://docs.aiflo.app/crm/marketing/configure-email-campaign.md): “Email Campaign" refers to the process of planning, creating series of targeted emails with the goal of achieving specific objectives, such as promoting products, or increasing conversion - [Configure SMS Campaign](https://docs.aiflo.app/crm/marketing/configure-sms-campaign.md): Configuring an SMS (Short Message Service) campaign involves setting up and organizing all the necessary components to execute a targeted and effective SMS marketing campaign. - [Sales Pipeline](https://docs.aiflo.app/crm/sales-pipeline.md): A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer - [Stages](https://docs.aiflo.app/crm/sales-pipeline/stages.md) - [Product](https://docs.aiflo.app/crm/product.md): Organizations provide goods and services as a product. A list of products is an important part of business process. - [User Mapping](https://docs.aiflo.app/crm/user-mapping.md) - [User Permission](https://docs.aiflo.app/crm/user-mapping/user-permission.md) - [Company](https://docs.aiflo.app/crm/company.md): AiFlo allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions. - [Company Activity](https://docs.aiflo.app/crm/company-activity.md) - [Company](https://docs.aiflo.app/crm/company-1.md): AiFlo allows you to add company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions. - [Bulk Edit Lead](https://docs.aiflo.app/crm/bulk-edit-lead.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system. - [Bulk Edit Opportunity](https://docs.aiflo.app/crm/bulk-edit-opportunity.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system. - [Bulk Edit Customer, Contact and Company](https://docs.aiflo.app/crm/bulk-edit-customer-contact-and-company.md) - [CRM](https://docs.aiflo.app/crm/crm.md) - [Create Invoice](https://docs.aiflo.app/crm/create-invoice.md) - [WhatsApp Campaign](https://docs.aiflo.app/crm/whatsapp-campaign.md) - [CRM List](https://docs.aiflo.app/crm/crm-list.md) - [Employee Helpdesk](https://docs.aiflo.app/employee-helpdesk.md): An employee helpdesk, also known as an internal helpdesk or IT helpdesk, is a centralized support service within an organization that assists employees with various technical, operational issues. - [Create Ticket](https://docs.aiflo.app/employee-helpdesk/create-ticket.md) - [Manage Ticket](https://docs.aiflo.app/employee-helpdesk/manage-ticket.md) - [Update Ticket](https://docs.aiflo.app/employee-helpdesk/update-ticket.md) - [User Mapping](https://docs.aiflo.app/employee-helpdesk/user-mapping.md): Helpdesk permissions are designed to ensure that the right people have appropriate access to the information and functionality they need to effectively manage and resolve customer or user inquiries - [User Permission](https://docs.aiflo.app/employee-helpdesk/user-mapping/user-permission.md) - [Out Duty Request](https://docs.aiflo.app/employee-helpdesk/out-duty-request.md): An out of duty request for attendance is a formal application by an employee to be excused from work due to personal reasons or emergencies, seeking approval for the absence. - [Regularization Request](https://docs.aiflo.app/employee-helpdesk/regularization-request.md): A formal request by an employee to correct errors or discrepancies in their recorded attendance, such as missed clock-ins or clock-outs, to ensure accuracy in their work hours. - [FAQ and Details](https://docs.aiflo.app/employee-helpdesk/faq-and-details.md): FAQ: A list of common questions and answers to help users quickly resolve issues. Details: In-depth information or descriptions about a product, service, or process. - [Recruitment and ATS](https://docs.aiflo.app/recruitment-and-ats.md) - [Candidate Requisition](https://docs.aiflo.app/recruitment-and-ats/candidate-requisition.md): A candidate requisition, also commonly referred to as a job requisition or a job posting, is a formal document or process used by organizations to initiate the hiring process for a new employee. - [Create and Manage Job](https://docs.aiflo.app/recruitment-and-ats/create-and-manage-job.md): A job post, also known as a job advertisement or job listing, is a written announcement created by an employer or a hiring organization to attract potential candidates for a specific job vacancy. - [Add Job Image](https://docs.aiflo.app/recruitment-and-ats/create-and-manage-job/add-job-image.md): Adding a job post image involves including a visual element in the listing. This image can be uploaded from the local drive or selected from a media library. - [Create and Manage Candidate](https://docs.aiflo.app/recruitment-and-ats/create-and-manage-candidate.md): "Candidates" are individuals applying for a job within an organization, expressing interest through the recruitment process from application to selection. - [Job Tracker](https://docs.aiflo.app/recruitment-and-ats/job-tracker.md): A job tracker is a system that centralizes and manages job or project progress, organizing and updating information efficiently. - [Add candidates in the tracker](https://docs.aiflo.app/recruitment-and-ats/job-tracker/add-candidates-in-the-tracker.md) - [Recruiter can perform different action](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action.md) - [Shortlist](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shortlist.md) - [Create HW test](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-hw-test.md) - [HW submission reminder](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/hw-submission-reminder.md) - [Send HW test for review](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-hw-test-for-review.md) - [Create technical test](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-technical-test.md) - [Schedule Interview](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/schedule-interview.md) - [Cancel Interview](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/cancel-interview.md) - [Send offer approval](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer-approval.md) - [Send offer](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer.md) - [Upload resignation](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-resignation.md) - [Upload documents](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-documents.md) - [Update Profile](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/update-profile.md) - [Shared JD](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shared-jd.md) - [Move Candidate](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/move-candidate.md): Moving a candidate from one tracker to another typically refers to transferring or shifting information about a job candidate from one recruitment or applicant tracking system to another. - [Copy Job URL](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/copy-job-url.md): "Copy job URL" means duplicating the web link associated with a job posting for sharing or distribution. - [Duplicate Out](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/duplicate-out.md): “Duplicate out" refers to the recruiter's action of permanently removing a candidate from consideration for a particular job post in the tracking system. - [Propose Candidate](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/propose-candidate.md): "Proposing a candidate" typically refers to recommending or suggesting a candidate for a position or opportunity. - [On Hold](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/on-hold.md): An "On hold” candidate in recruitment is someone whose application or candidacy is temporarily paused or delayed. - [Move to Talent Bank](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/move-to-talent-bank.md): A "Talent Bank" is a feature that allows recruiters to store potential candidates for future job opportunities. - [Reject](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/reject.md) - [Psychometric Test](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test.md) - [Psychometric Test Reminder](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test-reminder.md) - [Technical Test Reminder](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/technical-test-reminder.md) - [Quickbook Test](https://docs.aiflo.app/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/quickbook-test.md) - [Bulk Edit and delete candidate](https://docs.aiflo.app/recruitment-and-ats/job-tracker/bulk-edit-and-delete-candidate.md) - [Other actions](https://docs.aiflo.app/recruitment-and-ats/job-tracker/other-actions.md) - [Shortlist candidate for job post](https://docs.aiflo.app/recruitment-and-ats/shortlist-candidate-for-job-post.md) - [Recruitment Setting](https://docs.aiflo.app/recruitment-and-ats/recruitment-setting.md) - [Create Examiner](https://docs.aiflo.app/recruitment-and-ats/create-examiner.md) - [Create Vendor](https://docs.aiflo.app/recruitment-and-ats/create-vendor.md) - [Publish Job Post to Vendors](https://docs.aiflo.app/recruitment-and-ats/publish-job-post-to-vendors.md) - [Configure HW test templates for different job role](https://docs.aiflo.app/recruitment-and-ats/configure-hw-test-templates-for-different-job-role.md) - [User Mapping](https://docs.aiflo.app/recruitment-and-ats/user-mapping.md): User mapping in the context of permissions refers to the process of associating specific users or groups with particular permissions or access rights within a system or application. - [User Permission](https://docs.aiflo.app/recruitment-and-ats/user-permission.md): User permissions, also known as access permissions or authorization, refer to the rights and privileges granted to individual users or groups of users within a system, application. - [Add Qualification](https://docs.aiflo.app/recruitment-and-ats/add-qualification.md): Qualification refers to the credentials, skills, knowledge, or attributes that someone possesses, typically required or desired for a specific job, position, or task. - [Add Location](https://docs.aiflo.app/recruitment-and-ats/add-location.md): To 'Add Location' in the context of a candidate means to specify or designate a particular geographical location where the candidate is based. - [Add Skill Type](https://docs.aiflo.app/recruitment-and-ats/add-skill-type.md) - [Candidate Portal](https://docs.aiflo.app/recruitment-and-ats/candidate-portal.md): A candidate portal is an online tool for job applicants to submit applications, track their status, and communicate with recruiters during the hiring process - [Examiner Portal](https://docs.aiflo.app/recruitment-and-ats/examiner-portal.md): An examiner portal is an online platform where assessors review and evaluate test papers, submit feedback, and perform related tasks during the examination process. - [My Dashboard](https://docs.aiflo.app/recruitment-and-ats/my-dashboard.md): A dashboard is a digital interface that summarizes key information and features relevant to a user, often including report, widgets for performance metrics, tasks, and more. - [Recruiter Status Report](https://docs.aiflo.app/recruitment-and-ats/recruiter-status-report.md): A recruiter status report summarizes the current status and progress of recruitment activities, including metrics and updates on open positions and candidate stages. - [Timesheet](https://docs.aiflo.app/recruitment-and-ats/timesheet.md) - [Emcareer Portal](https://docs.aiflo.app/recruitment-and-ats/emcareer-portal.md) - [Onboarding](https://docs.aiflo.app/onboarding.md) - [Onboarding Process](https://docs.aiflo.app/onboarding/onboarding-process.md): The onboarding process, often referred to as employee onboarding or new hire onboarding, is the systematic and comprehensive procedure that an organization follows to integrate new employees. - [Start Onboarding Process](https://docs.aiflo.app/onboarding/onboarding-process/start-onboarding-process.md) - [User Mapping](https://docs.aiflo.app/onboarding/user-mapping.md) - [User Permission](https://docs.aiflo.app/onboarding/user-permission.md): User permissions, also known as access permissions or authorization, refer to the rights and privileges granted to individual users or groups of users within a system, application. - [Employees](https://docs.aiflo.app/employees.md): Employees are individuals who work for an organization, business, government agency, or any other entity in exchange for compensation. - [Create Employee](https://docs.aiflo.app/employees/create-employee.md) - [Web Workflow](https://docs.aiflo.app/web-workflow.md): AiFlo Web AI Workflow lets you automate tasks using AI to analyze, decide, and act-without coding. - [Instant Workflow](https://docs.aiflo.app/web-workflow/instant-workflow.md) - [General Stages](https://docs.aiflo.app/web-workflow/general-stages.md) - [Add Record Stage](https://docs.aiflo.app/web-workflow/add-record-stage.md): The Add Record stage allows you to insert a new record into a selected repository by mapping fields with custom, calculated, or variable values depending on the field type. - [Update Record Stage](https://docs.aiflo.app/web-workflow/update-record-stage.md) - [Add or Update Record Stage](https://docs.aiflo.app/web-workflow/add-or-update-record-stage.md) - [Email Notification Stage](https://docs.aiflo.app/web-workflow/email-notification-stage.md) - [Get Record Stage](https://docs.aiflo.app/web-workflow/get-record-stage.md) - [Set Variable stage](https://docs.aiflo.app/web-workflow/set-variable-stage.md) - [For Each Stage](https://docs.aiflo.app/web-workflow/for-each-stage.md) - [Condition Stage](https://docs.aiflo.app/web-workflow/condition-stage.md) - [AI Stages](https://docs.aiflo.app/ai-stages.md) - [AI Decision Yes/No](https://docs.aiflo.app/ai-stages/ai-decision-yes-no.md) - [AI Option](https://docs.aiflo.app/ai-stages/ai-option.md) - [AI Output Details](https://docs.aiflo.app/ai-stages/ai-output-details.md) - [Identify Intent](https://docs.aiflo.app/ai-stages/identify-intent.md) - [AI Access Image](https://docs.aiflo.app/ai-stages/ai-access-image.md) - [AI Extract Detail](https://docs.aiflo.app/ai-stages/ai-extract-detail.md) - [Planner](https://docs.aiflo.app/planner.md): Planners help individuals or organizations allocate resources, set priorities, establish timelines, and coordinate activities to ensure that tasks are completed efficiently and effectively. - [Create and Manage Plan](https://docs.aiflo.app/planner/create-and-manage-plan.md): Creating and managing a plan involves the process of developing, organizing, and overseeing a set of actions or tasks designed to achieve a specific goal or objective. - [Add Plan Member and Create a Container](https://docs.aiflo.app/planner/add-plan-member-and-create-a-container.md): Adding plan members refers to the process of including individuals or entities as participants or contributors to a specific plan, project, or initiative. - [Create and Manage Task](https://docs.aiflo.app/planner/create-and-manage-task.md): Creating and managing tasks involves the process of defining, organizing, assigning, tracking, and completing individual actions or activities that contribute to the achievement of a specific goal. - [Add Documents](https://docs.aiflo.app/planner/add-documents.md): "Adding a document within a plan" refers to the action of including a document, often in digital format, into a specific plan or project management context. - [Create and Manage Template and Template Task](https://docs.aiflo.app/planner/create-and-manage-template-and-template-task.md): "Template tasks" are predefined task structures or models that include task details, descriptions, deadlines, priorities, and other attributes commonly associated with tasks. - [Configure Setting](https://docs.aiflo.app/planner/configure-setting.md): "Open task as a Pop up," "manage task," and "timesheet enable", “member task only” are specific features or functionalities that you may want to configure in a task management tool. - [Reports](https://docs.aiflo.app/planner/reports.md): A planner report refers to the specific set of instruction used to generate a report from a planner. It outlines what information should be included in the report, how that data should be organizes. - [Permission Matrix](https://docs.aiflo.app/planner/permission-matrix.md): When managing plans within an organization or a collaborative environment, it's essential to define different user permissions to control who can view, edit, or take specific actions on those plans. - [Offboarding](https://docs.aiflo.app/offboarding.md): Offboarding is an essential part of human resources management and helps protect sensitive company information, maintain employer-employee relationship, and ensure seamless transition for employees - [Start Offboarding Process](https://docs.aiflo.app/offboarding/start-offboarding-process.md): The term "start offboarding process" typically refers to the actions taken by an organization when an employee is preparing to leave their position. It involves the commencement of various tasks. - [Resignation](https://docs.aiflo.app/offboarding/resignation.md): Resignation can be initiated by the employee for various reasons, such as pursuing a new career opportunity, personal reasons, dissatisfaction with the current job, retirement, or for any other motive - [Configure Offboarding Task](https://docs.aiflo.app/offboarding/configure-offboarding-task.md): You can create offboarding task and assign that task to individual or any team. You can assign due date on joining date, before joining date or after joining date - [Offboarding Reason](https://docs.aiflo.app/offboarding/offboarding-reason.md) - [Permission](https://docs.aiflo.app/offboarding/permission.md): User permissions, also known as access permissions or authorization, refer to the rights and privileges granted to individual users or groups of users within a system, application. - [User Mapping](https://docs.aiflo.app/offboarding/permission/user-mapping.md): User mapping in the context of permissions refers to the process of associating specific users or groups with particular permissions or access rights within a system or application. - [User Permission](https://docs.aiflo.app/offboarding/permission/user-permission.md): User permissions, also known as access permissions or authorization, refer to the rights and privileges granted to individual users or groups of users within a system, application. - [Timesheet](https://docs.aiflo.app/timesheet.md): A timesheet is a document or digital tool used to track and record the amount of time an individual or employee spends on various tasks, projects, or activities within a specific time period - [How fill up Timesheet](https://docs.aiflo.app/timesheet/how-fill-up-timesheet.md) - [How to Approve Timesheet](https://docs.aiflo.app/timesheet/how-to-approve-timesheet.md): Timesheet approval is a process that is commonly used in businesses and organizations to verify and authorize the hours worked by employees during a specific period - [How to Reject Timesheet](https://docs.aiflo.app/timesheet/how-to-reject-timesheet.md): "Timesheet rejection" refers to the process where a submitted timesheet, which records an employee's hours worked during a specific period, is not accepted or approved by a supervisor, manager. - [Timesheet Reports](https://docs.aiflo.app/timesheet/timesheet-reports.md): A report is a structured document that conveys information, analysis, findings, or recommendations to a specific audience for a particular purpose. - [How to view offboarded employee’s timesheet](https://docs.aiflo.app/timesheet/how-to-view-offboarded-employees-timesheet.md) - [Integrate Timesheet with Attendance](https://docs.aiflo.app/timesheet/integrate-timesheet-with-attendance.md) - [Framework](https://docs.aiflo.app/framework.md) - [Form Designer](https://docs.aiflo.app/framework/form-designer.md) - [Workflow Designer](https://docs.aiflo.app/framework/workflow-designer.md) - [AI Workflow](https://docs.aiflo.app/framework/ai-workflow.md) - [Create Workflow](https://docs.aiflo.app/framework/create-workflow.md) - [Workflow to Send Notifications](https://docs.aiflo.app/framework/workflow-to-send-notifications.md) - [Attendance](https://docs.aiflo.app/attendance.md) - [Aiflo Attendance Setup on Mobile](https://docs.aiflo.app/attendance/aiflo-attendance-setup-on-mobile.md) - [Attendance on Desktop](https://docs.aiflo.app/attendance/attendance-on-desktop.md) - [My Team Attendance](https://docs.aiflo.app/attendance/my-team-attendance.md) - [Regularization Request](https://docs.aiflo.app/attendance/regularization-request.md) - [OD Request](https://docs.aiflo.app/attendance/od-request.md) - [Geofencing](https://docs.aiflo.app/attendance/geofencing.md) - [Shift Allocation](https://docs.aiflo.app/attendance/shift-allocation.md) - [Report](https://docs.aiflo.app/attendance/report.md) - [User Management](https://docs.aiflo.app/user-management.md) - [New User Management](https://docs.aiflo.app/user-management/new-user-management.md) - [Employee Helpdesk From Mobile](https://docs.aiflo.app/employee-helpdesk-from-mobile.md) - [Out Duty Request](https://docs.aiflo.app/employee-helpdesk-from-mobile/out-duty-request.md) - [Regularization Request](https://docs.aiflo.app/employee-helpdesk-from-mobile/regularization-request.md) - [Leave From Mobile](https://docs.aiflo.app/leave-from-mobile.md): A leave request is a formal submission by an employee to their employer, seeking permission to be absent from work for a specific period, usually for reasons such as vacation or personal matters. - [Holiday From Mobile](https://docs.aiflo.app/holiday-from-mobile.md) - [Employee Profile](https://docs.aiflo.app/employee-profile.md) - [Tax Declaration](https://docs.aiflo.app/employee-profile/tax-declaration.md) - [Employee Performance](https://docs.aiflo.app/employee-performance.md): Employee performance refers to the effectiveness and productivity of an individual in carrying out their job responsibilities within an organization. - [Set Objective and Employee Self Rating.](https://docs.aiflo.app/employee-performance/set-objective-and-employee-self-rating..md) - [Employee Performance-Manager Rating](https://docs.aiflo.app/employee-performance/employee-performance-manager-rating.md) - [Employee Performance-Second Level Manager Rating](https://docs.aiflo.app/employee-performance/employee-performance-second-level-manager-rating.md) - [Meeting Room](https://docs.aiflo.app/meeting-room.md) - [Expense Management](https://docs.aiflo.app/expense-management.md): Expense management refers to the process of tracking, controlling, and overseeing expenditures within an organization or for individuals - [Expense](https://docs.aiflo.app/expense-management/expense.md) - [Expense with Ledger](https://docs.aiflo.app/expense-management/expense-with-ledger.md) - [Payroll](https://docs.aiflo.app/payroll.md) - [Configure Salary Heads](https://docs.aiflo.app/payroll/configure-salary-heads.md) - [Payroll Structure](https://docs.aiflo.app/payroll/payroll-structure.md) - [Schedule and Run Payroll](https://docs.aiflo.app/payroll/schedule-and-run-payroll.md) - [Project Management](https://docs.aiflo.app/project-management.md) - [Configure Project](https://docs.aiflo.app/project-management/configure-project.md) - [Resource Allocation](https://docs.aiflo.app/project-management/resource-allocation.md) - [PM Setting](https://docs.aiflo.app/project-management/pm-setting.md) - [Sprints and Task Management](https://docs.aiflo.app/project-management/sprints-and-task-management.md) - [Resource Utilization](https://docs.aiflo.app/project-management/resource-utilization.md) - [Policy Document](https://docs.aiflo.app/policy-document.md) - [Organization Chart](https://docs.aiflo.app/organization-chart.md) - [E-Directory](https://docs.aiflo.app/e-directory.md) - [Admin Settings](https://docs.aiflo.app/admin-settings.md) - [Org Event](https://docs.aiflo.app/org-event.md) - [Holiday](https://docs.aiflo.app/holiday.md) - [Helpdesk](https://docs.aiflo.app/helpdesk.md) - [Manage Ticket.](https://docs.aiflo.app/helpdesk/manage-ticket..md) - [Update Ticket](https://docs.aiflo.app/helpdesk/update-ticket.md) - [Users](https://docs.aiflo.app/helpdesk/users.md) - [Permission](https://docs.aiflo.app/helpdesk/permission.md) - [Asset](https://docs.aiflo.app/helpdesk/asset.md) - [Asset Type](https://docs.aiflo.app/helpdesk/asset/asset-type.md) - [Asset Category](https://docs.aiflo.app/helpdesk/asset/asset-category.md) - [Asset Inventory](https://docs.aiflo.app/helpdesk/asset/asset-inventory.md) - [Asset Search](https://docs.aiflo.app/helpdesk/asset/asset-search.md) - [Replenishment](https://docs.aiflo.app/helpdesk/asset/replenishment.md) - [Customer Portal](https://docs.aiflo.app/helpdesk/customer-portal.md) - [How Customer User raise a Ticket](https://docs.aiflo.app/helpdesk/customer-portal/how-customer-user-raise-a-ticket.md) - [Invoice and Quotation](https://docs.aiflo.app/helpdesk/customer-portal/invoice-and-quotation.md) - [Asset Management](https://docs.aiflo.app/asset-management.md) - [Asset Type](https://docs.aiflo.app/asset-management/asset-type.md) - [Asset Inventory](https://docs.aiflo.app/asset-management/asset-inventory.md) - [Asset Category](https://docs.aiflo.app/asset-management/asset-category.md) - [Asset Search](https://docs.aiflo.app/asset-management/asset-search.md) - [Replenishment](https://docs.aiflo.app/asset-management/replenishment.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.aiflo.app/welcome-to-aiflo.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.