HR & Attendance module — inside the ZIVUX.AI CRM for Indian SMEs

Why HR inside CRM?

For knowledge-worker teams sitting at desks all day, a dedicated HRMS like Zoho People or greytHR makes more sense. But for the typical Indian SME with field sales reps, service technicians, retail-floor staff or installation crews — HR data and CRM data are inseparable. Did the rep visit the customer they said they did? Did the technician spend the right amount of time at the site? Was the installation completed on the day claimed? Without geo-tagging tied to customer records, you're trusting on faith.

Geo-tagged clock-in / clock-out

• Mobile app clock-in with GPS coordinates captured
• Selfie verification at check-in (optional, configurable per role)
• Allowed-radius rules — can only clock in within X meters of approved locations
• Visit-tagged check-in — link the check-in to a specific customer record (proof of meeting)
• Auto clock-out when leaving radius (configurable)
• Manual override with manager approval workflow

Visit verification

For field sales and service teams, every customer visit can be verified. The rep clocks in at the customer's address. ZIVUX confirms the GPS pin matches the customer's saved location. The visit auto-logs as an activity on the customer's CRM record. The manager sees a daily map view showing where each rep was, and which customers they actually visited. Disputes about "I was there" become data, not arguments.

Leave management

• Leave types: casual, sick, paid, maternity, paternity, comp-off, sabbatical (configurable)
• Leave balance tracking with annual reset rules
• Apply via app — manager approves with one click
• Half-day, hourly leave support
• Holiday calendars (multi-state, multi-region)
• Leave history and audit log
• Pending-approval reminders for managers

Shift scheduling

For retail outlets, support call centres or service teams that work in shifts:

• Shift templates (morning, afternoon, night)
• Roster builder with conflict detection
• Shift swaps with manager approval
• Overtime tracking
• Coverage gap alerts

Expense reimbursement

• Photo-of-bill upload via mobile
• Categorise (travel, meals, customer entertainment, fuel)
• Auto-calculate based on per-day allowances or per-km policy
• Manager approval workflow
• Export for finance team / Tally integration

Monthly attendance reports

Auto-generated on the 1st of each month for the previous month, ready for payroll. Report shows: days worked, leave taken, late arrivals, early exits, overtime hours, weekend work. Export to Excel or send directly to your payroll provider. The HR person stops reconciling spreadsheets every month-end.

Employee directory and org chart

• Full employee profile — role, designation, department, reporting hierarchy
• Auto-generated visual org chart
• Reporting structure used for approval flows
• Custom fields (joining date, education, certifications, emergency contact)
• Birthday and anniversary reminders to managers

Onboarding checklists

For every new hire, trigger a configurable onboarding flow: laptop assigned, welcome email sent, system access granted, ID card issued, training scheduled. The HR person and the new hire's manager both see what's complete and what's pending. Scales painlessly from one new hire a quarter to one a week.

When ZIVUX HR is the right fit

• SMEs with 20–200 employees
• Field-heavy teams (sales, service, installation, retail)
• Companies that already use ZIVUX for sales — natural extension
• Teams that want HR + CRM data correlated (visit attribution, sales-rep performance)

When you should pair ZIVUX with a dedicated HRMS

• Companies with 200+ employees needing complex payroll, gratuity, statutory compliance
• Heavy regulatory environments (BFSI with detailed compliance requirements)
• Multi-country operations needing localised payroll

In those cases, ZIVUX HR can run alongside Zoho People, greytHR, Keka or Darwinbox via API integration — covering the field-tracking and CRM-correlated bits while the HRMS handles payroll.