This is the starting point for your Office-X workspace. From here, you can explore all modules and features step by step, get a quick understanding of your company’s operations, and navigate through each section efficiently — just like a complete guide to managing your organization in one place.
Topics Covered #
We discuss the following topics in this documentation, providing step-by-step guidance and insights for managing your company with Office-X:
- Dashboard Overview ↗ – The first screen you see after logging in: live, at-a-glance stats about your company’s operations, with a different view depending on whether you’re a company admin or an employee.
- Admin Module ↗ – Configure system settings, manage company-wide configurations like departments, designations, teams, permissions, IP restrictions, currency, and company announcements, and control access.
- Business Management ↗ – Manage company details, billing, subscriptions, and overall organizational data.
- SMTP & Email Templates ↗ – Set up email configurations and customize templates for notifications.
- Employees Module ↗ – Add, manage, and track employees, their profiles, and related operations.
- Permissions & Approval Flows ↗ – Control user access and define multi-step approval workflows.
- Work Shifts ↗ – Define daily or rotating shifts and manage employee schedules.
- Holidays Calendar ↗ – Configure company holidays and manage observances.
- Attendance Management ↗ – Track check-ins, check-outs, extra hours, and attendance summaries.
- Leave Management ↗ – Create, approve, and monitor employee leave requests efficiently.
- Bill Management ↗ – Submit, approve, and view expense claims across your organization.
- Travel Requests ↗ – Manage employee travel plans, approvals, and associated expenses.
- Purchase Requests ↗ – Submit, review, and approve procurement requests in a structured workflow.
- Payroll (Bangladesh Only) ↗ – Handle payroll calculation and processing for employees in Bangladesh.
- Performance Management ↗ – Monitor employee performance, KPIs, and evaluation records.
- Incident Report ↗ – Track workplace incidents, actions taken, and reports.
- Asset Tracking ↗ – Manage company assets, assignments, and inventory.
- CRM – Manage client records, your product/service catalog, and reusable document templates, then use them to send estimates, e-signature agreements, and service bookings — each with a shareable link your clients can use to accept, sign, or book without needing an Office-X account of their own.
- Integrations – Connect third-party tools to Office-X, including an AI phone agent that can check availability, create, cancel, and look up CRM bookings automatically over a phone call.
- Support ↗ – Create tickets for assistance from Office-X admins for system or company-related queries.
- Activity Logs ↗ – View detailed logs of every employee action. Filter by employee, module, or date range to monitor activity and maintain accountability.
