Blocks

Ready-made layouts built on the Workspace primitives. Click any block to preview, copy, or install it.

Tax tables

Tax year 2026

3 jurisdictions · 16 brackets

Jurisdiction	Filing status	Income range	Rate
Federal	Single	$0 – $11,925	10.0%
Federal	Single	$11,925 – $48,475	12.0%
Federal	Single	$48,475 – $103,350	22.0%
Federal	Single	$103,350 – $197,300	24.0%
Federal	Single	$197,300+	32.0%
Federal	Married filing jointly	$0 – $23,850	10.0%
Federal	Married filing jointly	$23,850 – $96,950	12.0%
Federal	Married filing jointly	$96,950 – $206,700	22.0%
Federal	Married filing jointly	$206,700+	24.0%
California	Single	$0 – $10,756	1.0%
California	Single	$10,756 – $25,499	2.0%
California	Single	$25,499 – $40,245	4.0%
California	Single	$40,245+	6.0%
New York	Single	$0 – $8,500	4.0%
New York	Single	$8,500 – $11,700	4.5%
New York	Single	$11,700+	5.3%

Reference Table with Facet Filter

Tables

Searchable tax bracket reference table filterable by jurisdiction, with income range and rate per filing status.

Payroll Tasks

6 of 6 tasks

Pending

Overdue

Completed

Task	Employee	Due	Status	Action
Approve March timesheet	Sarah Chen	2026-07-10	Pending
Verify tax withholding	Mike Johnson	2026-07-02	Overdue
Submit expense reimbursement	Emma Davis	2026-07-12	Pending
Confirm bank details	David Lee	2026-06-28	Overdue
Sign payslip acknowledgement	Priya Nair	2026-06-20	Completed	Done
Update emergency contact	Tom Wu	2026-07-15	Pending

Work Queue with Stat Cards

Tables

Employee payroll task dashboard — pending/overdue/completed overview cards, a searchable task list, and a complete-with-summary dialog.

Compensation

FY2026

6 employees · annual base salary

Headcount

Total base

$887,000

Average base

$147,833

Employee	Role	Band	Base	Last change	Effective
Sarah Chen	Senior Engineer	IC4	$168,000	+6.2%	2026-01-01
Mike Johnson	Account Executive	IC3	$132,000	+4.0%	2025-07-01
Emma Davis	Product Designer	IC3	$128,000	+3.5%	2026-01-01
David Lee	Support Lead	M1	$142,000	+5.1%	2025-10-01
Priya Nair	Staff Engineer	M2	$205,000	+8.4%	2026-01-01
Tom Alvarez	Engineer	IC2	$112,000	0.0%	2025-04-01
Total			$887,000

Table with Computed Columns

Tables

Searchable org-wide salary overview with pay band, last adjustment, and change percentage.

Activity Log

18 events

User	Action	Resource	Type	Status	Time
ACAlice Chen	created	Q4 Report	Document	success	2m ago
BMBob Martinez	deleted	Old Backup	File	success	8m ago
DPDiana Park	updated	Website Redesign	Project	success	14m ago
EJEve Johnson	exported	Sales Summary	Report	pending	22m ago
CKCharlie Kim	shared	Invoice #1042	Invoice	success	35m ago
ACAlice Chen	viewed	Fix navbar bug	Task	success	41m ago
BMBob Martinez	updated	john@acme.com	User	failed	56m ago
DPDiana Park	created	Sprint 12 Plan	Document	success	1h ago
EJEve Johnson	deleted	Draft Campaign	Document	success	1h ago
CKCharlie Kim	exported	Monthly KPIs	Report	failed	1h ago

AC
Alice Chen2m ago
created·Q4 Report
success
BM
Bob Martinez8m ago
deleted·Old Backup
success
DP
Diana Park14m ago
updated·Website Redesign
success
EJ
Eve Johnson22m ago
exported·Sales Summary
pending
CK
Charlie Kim35m ago
shared·Invoice #1042
success
AC
Alice Chen41m ago
viewed·Fix navbar bug
success
BM
Bob Martinez56m ago
updated·john@acme.com
failed
DP
Diana Park1h ago
created·Sprint 12 Plan
success
EJ
Eve Johnson1h ago
deleted·Draft Campaign
success
CK
Charlie Kim1h ago
exported·Monthly KPIs
failed

18 row(s)

Page 1 of 2

Responsive Table (Card Fallback)

Tables

Filterable activity log with a responsive datatable — collapses to cards on narrow panes.

Audit Log

10 changes

When	Actor	Record	Field	Change	Action
2026-07-07 14:32	SCSarah Chen	Invoice #1024	status	draftsent	updated
2026-07-07 14:20	MJMike Johnson	Customer Acme Co.	credit_limit	$10,000$25,000	updated
2026-07-07 13:58	EDEmma Davis	Product SKU-4471	—	∅Wireless Mouse	created
2026-07-07 11:47	DLDavid Lee	Purchase Order #88	approver	unassignedPriya Nair	updated
2026-07-07 10:15	PNPriya Nair	User bob@acme.co	role	editoradmin	updated
2026-07-06 17:02	SCSarah Chen	Discount SUMMER25	—	10% off orders∅	deleted
2026-07-06 16:30	MJMike Johnson	Invoice #1019	due_date	2026-07-152026-07-30	updated
2026-07-06 15:11	EDEmma Davis	Department Research	manager	vacantPriya Nair	updated
2026-07-06 09:44	DLDavid Lee	Warehouse WH-02	—	∅Portland DC	created
2026-07-05 18:20	PNPriya Nair	Contract #C-330	value	$48,000$52,500	updated

Before / After Diff Table

Tables

Field-level audit trail — who changed what field, with before → after values, actor avatars, and search/action filters.

Bank reconciliation

Not reconciled

Statement as of 2026-06-30

Statement balance

$16,308.75

Cleared balance

$21,428.75

Difference

-$5,120.00

Date	Description	Amount
2026-06-02	Customer payment — Acme Co.	+$5,400.00
2026-06-04	Rent — June	-$3,200.00
2026-06-08	Vendor payment — Bluepeak Logistics	-$1,875.50
2026-06-11	Customer payment — Northwind Traders	+$3,200.00
2026-06-15	Payroll run	-$6,100.00
2026-06-18	Card processing fees	-$142.25
2026-06-22	Customer payment — Cascade Retail	+$980.00
2026-06-27	Office supplies	-$374.00

Checklist Table with Running Totals

Tables

Bank reconciliation checklist — mark transactions cleared against a statement balance, with live statement/cleared/difference summary cards.

Stock levels

3 need reorder

6 stock records

Product	SKU	Warehouse	On hand	Reorder at	Status
Aluminium Water Bottle 750ml	SKU-1001	WH-CEN	1,240	300	In stock
Aluminium Water Bottle 750ml	SKU-1001	WH-W	180	250	Low
Canvas Tote Bag	SKU-1002	WH-CEN	0	150	Out of stock
Recycled Notebook A5	SKU-1004	WH-NW	620	200	In stock
Recycled Notebook A5	SKU-1004	WH-SE	95	100	Low
Insulated Lunch Box	SKU-1006	WH-W	430	120	In stock

Aluminium Water Bottle 750mlSKU-1001
WH-CEN · 1,240 on hand
In stock
Aluminium Water Bottle 750mlSKU-1001
WH-W · 180 on hand
Low
Canvas Tote BagSKU-1002
WH-CEN · 0 on hand
Out of stock
Recycled Notebook A5SKU-1004
WH-NW · 620 on hand
In stock
Recycled Notebook A5SKU-1004
WH-SE · 95 on hand
Low
Insulated Lunch BoxSKU-1006
WH-W · 430 on hand
In stock

Table with Derived Status + Inline Adjust

Tables

On-hand stock per SKU and warehouse — searchable, with derived low/out-of-stock badges and a stock-take adjustment dialog.

Stock movements

6 movements · net +345

Date	SKU	Warehouse	Type	Qty	Reference
2026-07-06	SKU-1001	WH-CEN	receipt	+500	PO-8841
2026-07-05	SKU-1002	WH-CEN	shipment	-150	SO-2290
2026-07-04	SKU-1004	WH-SE	adjustment	-5	Cycle count
2026-07-03	SKU-1001	WH-W	transfer	-220	TR-114 → WH-CEN
2026-07-03	SKU-1006	WH-W	receipt	+300	PO-8836
2026-07-01	SKU-1004	WH-NW	shipment	-80	SO-2281

SKU-1001WH-CEN
2026-07-06 · PO-8841
receipt
+500
SKU-1002WH-CEN
2026-07-05 · SO-2290
shipment
-150
SKU-1004WH-SE
2026-07-04 · Cycle count
adjustment
-5
SKU-1001WH-W
2026-07-03 · TR-114 → WH-CEN
transfer
-220
SKU-1006WH-W
2026-07-03 · PO-8836
receipt
+300
SKU-1004WH-NW
2026-07-01 · SO-2281
shipment
-80

Append-only Ledger Table

Tables

Append-only stock ledger — receipts, shipments, adjustments, and transfers with a type filter, running net change, and a record-movement dialog.

Repayment schedule · LN-2041

$7,108.79 outstanding · $493.07 total interest · 5/12 paid

#	Due	Payment	Interest	Principal	Balance	Status
1	2026-02-01	$1,041.09	$75.00	$966.09	$11,033.91	paid
2	2026-03-01	$1,041.09	$68.96	$972.13	$10,061.78	paid
3	2026-04-01	$1,041.09	$62.89	$978.20	$9,083.58	paid
4	2026-05-01	$1,041.09	$56.77	$984.32	$8,099.26	paid
5	2026-06-01	$1,041.09	$50.62	$990.47	$7,108.79	paid
6	2026-07-01	$1,041.09	$44.43	$996.66	$6,112.13	overdue
7	2026-08-01	$1,041.09	$38.20	$1,002.89	$5,109.24	overdue
8	2026-09-01	$1,041.09	$31.93	$1,009.16	$4,100.08	overdue
9	2026-10-01	$1,041.09	$25.63	$1,015.46	$3,084.62	scheduled
10	2026-11-01	$1,041.09	$19.28	$1,021.81	$2,062.81	scheduled
11	2026-12-01	$1,041.09	$12.89	$1,028.20	$1,034.61	scheduled
12	2027-01-01	$1,041.08	$6.47	$1,034.61	$0.00	scheduled

$1,041.09#1
Due 2026-02-01 · balance $11,033.91
paid
$1,041.09#2
Due 2026-03-01 · balance $10,061.78
paid
$1,041.09#3
Due 2026-04-01 · balance $9,083.58
paid
$1,041.09#4
Due 2026-05-01 · balance $8,099.26
paid
$1,041.09#5
Due 2026-06-01 · balance $7,108.79
paid
$1,041.09#6
Due 2026-07-01 · balance $6,112.13
overdue
$1,041.09#7
Due 2026-08-01 · balance $5,109.24
overdue
$1,041.09#8
Due 2026-09-01 · balance $4,100.08
overdue
$1,041.09#9
Due 2026-10-01 · balance $3,084.62
scheduled
$1,041.09#10
Due 2026-11-01 · balance $2,062.81
scheduled
$1,041.09#11
Due 2026-12-01 · balance $1,034.61
scheduled
$1,041.08#12
Due 2027-01-01 · balance $0.00
scheduled

Computed Schedule Table

Tables

Amortisation table derived from the loan terms — per-instalment interest/principal split, derived paid/due/overdue status, and in-order payment recording.

Employees

7 employees

Name	Title	Department	Hired	Status
Sarah Chen sarah.chen@acme.co	Senior Engineer	Engineering	2022-03-14	active
Mike Johnson mike.johnson@acme.co	Account Executive	Sales	2021-08-02	active
Emma Davis emma.davis@acme.co	Product Designer	Design	2023-01-09	active
David Lee david.lee@acme.co	Support Lead	Customer Support	2020-11-30	active
Priya Nair priya.nair@acme.co	Staff Engineer	Engineering	2019-06-17	active
Tom Alvarez tom.alvarez@acme.co	Engineer	Engineering	2026-06-22	onboarding
Lena Ortiz lena.ortiz@acme.co	SDR	Sales	2022-09-05	terminated

Sarah Chen
Senior Engineer · Engineering
active
Mike Johnson
Account Executive · Sales
active
Emma Davis
Product Designer · Design
active
David Lee
Support Lead · Customer Support
active
Priya Nair
Staff Engineer · Engineering
active
Tom Alvarez
Engineer · Engineering
onboarding
Lena Ortiz
SDR · Sales
terminated

CRUD Table with Slide-over Sheet

CRUD Tables

Employee directory with a slide-over create/edit sheet, row-action menu, and a delete confirmation.

Departments

5 departments

Name	Code	Manager	Headcount	Status
Engineering	ENG	Sarah Chen	42	active
Sales	SAL	Mike Johnson	28	active
Design	DSN	Emma Davis	12	active
Customer Support	SUP	David Lee	19	active
Research	RND	Priya Nair	8	archived

EngineeringENG
Sarah Chen · 42 people
active
SalesSAL
Mike Johnson · 28 people
active
DesignDSN
Emma Davis · 12 people
active
Customer SupportSUP
David Lee · 19 people
active
ResearchRND
Priya Nair · 8 people
archived

CRUD Table with Inline Row Editing

CRUD Tables

Departments table with inline row editing, a new-row form, and a delete confirmation — no dialog for create/edit.

Products

6 products

Name	SKU	Category	Price	Status
Aluminium Water Bottle 750ml	SKU-1001	Drinkware	$24.50	active
Canvas Tote Bag	SKU-1002	Bags	$18.00	active
Ceramic Mug 12oz	SKU-1003	Drinkware	$12.75	discontinued
Recycled Notebook A5	SKU-1004	Stationery	$8.25	active
Bamboo Pen Set	SKU-1005	Stationery	$15.00	draft
Insulated Lunch Box	SKU-1006	Kitchen	$32.00	active

CRUD Table with Master–Detail Panel

CRUD Tables

Product / SKU catalog with a master-detail split view — select a row to view and edit it in a side panel, no dialog.

Warehouses

5 warehouses

Name	Code	Location	Utilization	Status
Northwest Distribution	WH-NW	Portland, OR	9,400 / 12,000 (78%)	active
Central Fulfilment	WH-CEN	Kansas City, MO	7,200 / 20,000 (36%)	active
Southeast Depot	WH-SE	Atlanta, GA	7,900 / 8,000 (99%)	active
Northeast Overflow	WH-NE	Newark, NJ	0 / 5,000 (0%)	inactive
West Coast Hub	WH-W	Long Beach, CA	18,500 / 30,000 (62%)	active

Northwest DistributionWH-NW
Portland, OR · 9,400 / 12,000 (78%)
active
Central FulfilmentWH-CEN
Kansas City, MO · 7,200 / 20,000 (36%)
active
Southeast DepotWH-SE
Atlanta, GA · 7,900 / 8,000 (99%)
active
Northeast OverflowWH-NE
Newark, NJ · 0 / 5,000 (0%)
inactive
West Coast HubWH-W
Long Beach, CA · 18,500 / 30,000 (62%)
active

CRUD Table with Utilization Bar

CRUD Tables

Warehouse list with capacity utilization, create/edit dialog form, row-action menu, and a delete confirmation.

Leave requests

5 requests · 2 pending

Employee	Type	Dates	Reason	Status
Ava Chen	vacation	2026-07-13 – 2026-07-17 · 5 days	Family trip	pending
Marcus Webb	sick	2026-07-06 – 2026-07-06 · 1 day	Flu	approved
Priya Nair	personal	2026-07-20 – 2026-07-21 · 2 days	Moving apartments	pending
Tom Okafor	unpaid	2026-08-03 – 2026-08-14 · 12 days	Sabbatical	rejected
Lena Fischer	vacation	2026-09-01 – 2026-09-05 · 5 days	Wedding	approved

Ava Chenvacation
2026-07-13 – 2026-07-17 · 5 days
pending
Marcus Webbsick
2026-07-06 – 2026-07-06 · 1 day
approved
Priya Nairpersonal
2026-07-20 – 2026-07-21 · 2 days
pending
Tom Okaforunpaid
2026-08-03 – 2026-08-14 · 12 days
rejected
Lena Fischervacation
2026-09-01 – 2026-09-05 · 5 days
approved

CRUD Table with Approve / Reject Actions

CRUD Tables

Leave request list with a status filter, approve/reject row actions, a submit-request dialog, and a delete confirmation.

Attendance

6 entries · 33.9h logged

Employee	Date	Clock in / out	Hours	Status
Ava Chen	2026-07-07	08:56 – 17:32	8.6h	present
Marcus Webb	2026-07-07	09:24 – 18:05	8.7h	late
Priya Nair	2026-07-07	No punches	—	leave
Tom Okafor	2026-07-07	No punches	—	absent
Lena Fischer	2026-07-07	08:45 – 16:30	7.8h	present
Ava Chen	2026-07-06	09:02 – 17:48	8.8h	late

Ava Chen2026-07-07
08:56 – 17:32 · 8.6h
present
Marcus Webb2026-07-07
09:24 – 18:05 · 8.7h
late
Priya Nair2026-07-07
No punches · —
leave
Tom Okafor2026-07-07
No punches · —
absent
Lena Fischer2026-07-07
08:45 – 16:30 · 7.8h
present
Ava Chen2026-07-06
09:02 – 17:48 · 8.8h
late

CRUD Table with Date Filter

CRUD Tables

Daily attendance log with a date filter, punch-derived present/late/absent status, total hours, and create/edit/delete.

Projects

5 projects · 2 active

Project	Client	Lead	Due	Progress	Status
Billing migration PRJ-101	Northwind	Ava Chen	2026-09-30	62%	active
Mobile app rewrite PRJ-102	Contoso	Marcus Webb	2026-06-15	40%	active
Warehouse rollout PRJ-103	Fabrikam	Priya Nair	2026-12-01	5%	planning
Data lake pilot PRJ-104	Northwind	Tom Okafor	2026-08-20	30%	on-hold
SSO integration PRJ-105	Contoso	Lena Fischer	2026-03-31	100%	completed

Billing migrationPRJ-101
Northwind · Ava Chen · due 2026-09-30
active62%
Mobile app rewritePRJ-102
Contoso · Marcus Webb · due 2026-06-15
active40%
Warehouse rolloutPRJ-103
Fabrikam · Priya Nair · due 2026-12-01
planning5%
Data lake pilotPRJ-104
Northwind · Tom Okafor · due 2026-08-20
on-hold30%
SSO integrationPRJ-105
Contoso · Lena Fischer · due 2026-03-31
completed100%

CRUD Table with Progress Bars

CRUD Tables

Project portfolio list with a status filter, progress bars, overdue due-date highlighting, and create/edit/delete.

Contacts

5 contacts

No primary contact

Fabrikam has no primary contact.

Contact	Account	Email	Phone
IM Iris Muller VP Finance	Northwind	iris@northwind.example	+1 503 555 0142
RW Ray Whitfield Controller	Northwind	ray@northwind.example	+1 503 555 0177
DP Devon Park Head of Ops	Contoso	devon@contoso.example	+1 312 555 0119
NR Nadia Rahman CTO	Fabrikam	nadia@fabrikam.example	+1 404 555 0188
OB Owen Blake Buyer	Tailspin	owen@tailspin.example	+1 206 555 0125

IM
Iris Muller
VP Finance
Northwind · iris@northwind.example
RW
Ray Whitfield
Controller
Northwind · ray@northwind.example
DP
Devon Park
Head of Ops
Contoso · devon@contoso.example
NR
Nadia Rahman
CTO
Fabrikam · nadia@fabrikam.example
OB
Owen Blake
Buyer
Tailspin · owen@tailspin.example

CRUD Table with Search and Promote Action

CRUD Tables

Contact book with search, one-primary-per-account enforced on promote, and a warning for accounts left without a primary.

Journal entries

3 entries

Reference	Memo	Date	Amount	Status
JE-1001	June rent payment	2026-06-01	$3,200.00	posted
JE-1002	Sale on account	2026-06-05	$5,400.00	posted
JE-1003	Equipment purchase	2026-06-12	$12,000.00	draft

JE-1001
June rent payment · $3,200.00
posted
JE-1002
Sale on account · $5,400.00
posted
JE-1003
Equipment purchase · $12,000.00
draft

Line-Item Form that Must Balance

Guarded CRUD

Journal entry list with a dynamic debit/credit line-item dialog that validates the entry balances before it can be saved.

Performance reviews

5 reviews · avg 4

Employee	Reviewer	Period	Rating	Status
Ava Chen	Dana Reyes	H1 2026		completed
Marcus Webb	Dana Reyes	H1 2026		completed
Priya Nair	Sam Iqbal	H1 2026		in-review
Tom Okafor	Sam Iqbal	H1 2026	Unrated	draft
Lena Fischer	Dana Reyes	H2 2025		completed

Ava ChenH1 2026
Reviewed by Dana Reyes
completed
Marcus WebbH1 2026
Reviewed by Dana Reyes
completed
Priya NairH1 2026
Reviewed by Sam Iqbal
in-review
Tom OkaforH1 2026
Reviewed by Sam Iqbal
draftUnrated
Lena FischerH2 2025
Reviewed by Dana Reyes
completed

CRUD with Completion Precondition

Guarded CRUD

Performance review list with star ratings, a status filter, average-rating summary, and a create/edit dialog that blocks completing an unrated review.

Timesheets

23.0h logged · 80% billable

Member	Project	Task	Date	Hours	Status
Ava Chen	PRJ-101 Billing migration	Map legacy billing tables	2026-07-06	6.5h	approved
Ava Chen	PRJ-101 Billing migration	Dual-write shim	2026-07-07	7.0h	submitted
Marcus Webb	PRJ-102 Mobile app rewrite	Navigation refactor	2026-07-07	5.0h	draft
Priya Nair	PRJ-103 Warehouse rollout	Site survey	2026-07-07	3.5h · non-billable	draft
Tom Okafor	PRJ-102 Mobile app rewrite	Internal standup	2026-07-06	1.0h · non-billable	approved

Ava Chenapproved
Map legacy billing tables · 2026-07-06 · 6.5h
Ava Chensubmitted
Dual-write shim · 2026-07-07 · 7.0h
Marcus Webbdraft
Navigation refactor · 2026-07-07 · 5.0h
Priya Nairdraft
Site survey · 2026-07-07 · 3.5h · non-billable
Tom Okaforapproved
Internal standup · 2026-07-06 · 1.0h · non-billable

CRUD with Locking Lifecycle

Guarded CRUD

Time entries per project with billable-utilization summary and a draft → submitted → approved lifecycle that locks an entry once submitted.

Team

5 members · 102h / week allocated

Member	Role	Allocation
AC Ava Chen ava.chen@example.com	lead	40h / wk
MW Marcus Webb marcus.webb@example.com	member	30h / wk
PN Priya Nair priya.nair@example.com	member	20h / wk
TO Tom Okafor tom.okafor@example.com	member	10h / wk
DR Dana Reyes dana.reyes@example.com	viewer	2h / wk

AC
Ava Chen
ava.chen@example.com
lead40h / wk
MW
Marcus Webb
marcus.webb@example.com
member30h / wk
PN
Priya Nair
priya.nair@example.com
member20h / wk
TO
Tom Okafor
tom.okafor@example.com
member10h / wk
DR
Dana Reyes
dana.reyes@example.com
viewer2h / wk

CRUD with Capacity + Uniqueness Guards

Guarded CRUD

Project roster with roles, weekly allocation, and guards that keep one lead on the project and nobody booked past a full week.

Leads

5 leads · 2 hot · 25% qualified

Name	Company	Email	Source	Score	Stage
Iris Muller	Northwind	iris@northwind.example	referral	88	qualified
Devon Park	Contoso	devon@contoso.example	web	41	contacted
Nadia Rahman	Fabrikam	nadia@fabrikam.example	event	79	contacted
Owen Blake	Tailspin	owen@tailspin.example	outbound	12	unqualified
Sofia Marchetti	Adventure Works	sofia@advworks.example	web	64	new

Iris MullerNorthwind
iris@northwind.example · referral
qualified88
Devon ParkContoso
devon@contoso.example · web
contacted41
Nadia RahmanFabrikam
nadia@fabrikam.example · event
contacted79
Owen BlakeTailspin
owen@tailspin.example · outbound
unqualified12
Sofia MarchettiAdventure Works
sofia@advworks.example · web
new64

CRUD with Gated State Transition

Guarded CRUD

Lead pipeline with a stage filter, hot-lead scoring, qualification rate, and a convert action gated on the lead being qualified.

Accounts

5 accounts · $738,000 ARR · 5 at risk

Account	Owner	Tier	ARR	Last contact	Health
Northwind Logistics	Ava Chen	strategic	$480,000	2026-07-02	at-risk
Contoso Manufacturing	Marcus Webb	mid-market	$120,000	2026-06-01	at-risk
Fabrikam Software	Priya Nair	mid-market	$96,000	2026-04-18	at-risk
Tailspin Retail	Tom Okafor	smb	$18,000	2026-07-06	at-risk
Adventure Works Travel	Ava Chen	smb	$24,000	never	at-risk

Northwindstrategic
Ava Chen · $480,000 ARR
at-risk
Contosomid-market
Marcus Webb · $120,000 ARR
at-risk
Fabrikammid-market
Priya Nair · $96,000 ARR
at-risk
Tailspinsmb
Tom Okafor · $18,000 ARR
at-risk
Adventure Workssmb
Ava Chen · $24,000 ARR
at-risk

CRUD with Delete Blocked by Dependents

Guarded CRUD

Account book with tier filter, ARR roll-up, health derived from contact recency, and delete blocked while deals are open.

Loan applications

3 pending · $253,000 in pipeline

Reference	Borrower	Purpose	Amount	Payment	DTI	Status
LN-2041	Iris Muller	equipment	$60,000	$1,451/mo	29%	under-review
LN-2042	Devon Park	working-capital	$25,000	$1,142/mo	66%	submitted
LN-2043	Nadia Rahman	expansion	$150,000	$2,956/mo	27%	approved
LN-2044	Owen Blake	refinance	$40,000	$1,257/mo	67%	rejected
LN-2045	Sofia Marchetti	equipment	$18,000	$813/mo	19%	draft

Iris MullerLN-2041
$60,000 · $1,451/mo
under-reviewDTI 29%
Devon ParkLN-2042
$25,000 · $1,142/mo
submittedDTI 66%
Nadia RahmanLN-2043
$150,000 · $2,956/mo
approvedDTI 27%
Owen BlakeLN-2044
$40,000 · $1,257/mo
rejectedDTI 67%
Sofia MarchettiLN-2045
$18,000 · $813/mo
draftDTI 19%

CRUD with Threshold-Gated Approval

Guarded CRUD

Loan application queue with amortised monthly payment, debt-to-income assessment, and approval blocked above the DTI ceiling.

Borrowers

5 borrowers · 3 eligible · $197,700 outstanding

Borrower	Phone	Credit score	Outstanding	KYC
IM Iris Muller iris@northwind.example	+1 503 555 0142	762A	$54,200	verified
DP Devon Park devon@contoso.example	+1 312 555 0119	648C	$0	pending
NR Nadia Rahman nadia@fabrikam.example	+1 404 555 0188	801A	$143,500	verified
OB Owen Blake owen@tailspin.example	+1 206 555 0125	542D	$0	unverified
SM Sofia Marchetti sofia@advworks.example	+1 617 555 0163	705B	$0	verified

IM
Iris Muller
iris@northwind.example
verified762A
DP
Devon Park
devon@contoso.example
pending648C
NR
Nadia Rahman
nadia@fabrikam.example
verified801A
OB
Owen Blake
owen@tailspin.example
unverified542D
SM
Sofia Marchetti
sofia@advworks.example
verified705B

CRUD with Eligibility Gate

Guarded CRUD

Borrower register with search, risk grade derived from credit score, KYC gating on eligibility, and delete blocked while loans are active.

Disbursements

$140,000 released · 2 scheduled

Loan	Borrower	Amount	Method	Date	Status
LN-2041	Iris Muller	$40,000	ach	2026-06-15	released
LN-2041	Iris Muller	$20,000	ach	2026-07-15	scheduled
LN-2043	Nadia Rahman	$100,000	wire	2026-06-01	released
LN-2043	Nadia Rahman	$25,000	wire	2026-07-20	scheduled
LN-2045	Sofia Marchetti	$18,000	check	2026-06-28	failed

$40,000LN-2041
Iris Muller · 2026-06-15
released
$20,000LN-2041
Iris Muller · 2026-07-15
scheduled
$100,000LN-2043
Nadia Rahman · 2026-06-01
released
$25,000LN-2043
Nadia Rahman · 2026-07-20
scheduled
$18,000LN-2045
Sofia Marchetti · 2026-06-28
failed

CRUD Capped by a Parent Total

Guarded CRUD

Loan disbursement tranches with a loan filter, release/fail settlement, and scheduling blocked from overdrawing the approved principal.

Collateral

5 assets · $277,000 lendable security

Under-secured

LN-2045 owes more than its lendable security.

Asset	Loan	Type	Appraised	Lendable	Appraised on	Lien
Warehouse unit 4, Portland	LN-2041	property	$90,000	$72,000	2026-03-12	perfected
Forklift fleet (3 units)	LN-2041	equipment	$40,000	$24,000	2024-05-02	pending
Office floor, Atlanta	LN-2043	property	$210,000	$168,000	2026-01-20	perfected
Delivery van, 2023	LN-2045	vehicle	$26,000	$13,000	2026-05-30	pending
Bond portfolio	LN-2045	securities	$12,000	$8,400	2026-06-11	released

Warehouse unit 4, PortlandLN-2041
$90,000 · lendable $72,000
perfected2026-03-12
Forklift fleet (3 units)LN-2041
$40,000 · lendable $24,000
pending2024-05-02
Office floor, AtlantaLN-2043
$210,000 · lendable $168,000
perfected2026-01-20
Delivery van, 2023LN-2045
$26,000 · lendable $13,000
pending2026-05-30
Bond portfolioLN-2045
$12,000 · lendable $8,400
released2026-06-11

CRUD with Staleness Guard

Guarded CRUD

Pledged-asset register with per-type advance rates, lien perfection blocked on a stale appraisal, and an under-secured loan warning.

Off-cycle Payment

Draft

One-off payment outside the regular payroll run

Single-Purpose Form

Forms & Wizards

Form for issuing a one-off bonus, correction, or reimbursement outside the regular payroll run.

Import / Export

Bulk-load records from a CSV file

1Upload
2Map columns
3Done

CSV Import Wizard + Export

Forms & Wizards

CSV import wizard — paste or load data, map columns to entity fields with a live preview, then import. Includes a CSV export action.

Attachments

4 files · 2 uploaded

Drop files here, or click to browse

PDF, images, or documents up to 25 MB

Q3-financials.pdfPDF · 2.3 MB

logo-final.pngPNG · 180 KB

vendor-contract.docxUploading · 62%

warehouse-photo.jpgUpload failed. Try again.

Dropzone Upload with Per-File State

Forms & Wizards

Attachments panel — click-or-drag dropzone, per-file upload/error states, type icons, retry, and remove.

New Purchase Order

1Details

2Line Items

3Review

Multi-step Form Wizard

Forms & Wizards

Three-step wizard for creating a purchase order — vendor details, line items, and review.

API keys

3 keys

Production
Staging
CI pipeline

Confirm Dialog

Dialogs

Reusable confirm-before-you-act dialog for destructive actions — controlled open state, custom title/description/labels, destructive styling.

Contacts

3 contacts

AL
Ada Lovelaceactive
ada@acme.co · Acme Co.
GH
Grace Hopperactive
grace@acme.co · Umbrella Corp
AT
Alan Turinginactive
alan@acme.co · Initech

Create / Edit Dialog

Dialogs

Standalone create/edit dialog — one form handles both add and update, seeded from the record being edited.

Payroll · March 2026

Processing

5 employees · pay date 2026-03-31

Gross pay

$32,900.00

Deductions

$7,677.00

Net pay

$25,223.00

Employee	Role	Gross	Deductions	Net
Sarah Chen	Engineering	$8,200.00	$1,968.00	$6,232.00
Mike Johnson	Sales	$6,400.00	$1,472.00	$4,928.00
Emma Davis	Design	$5,900.00	$1,357.00	$4,543.00
David Lee	Support	$4,800.00	$1,056.00	$3,744.00
Priya Nair	Engineering	$7,600.00	$1,824.00	$5,776.00
Total		$32,900.00	$7,677.00	$25,223.00

Summary + Line Items View

Detail Views

Payroll run summary with per-employee payslips — gross, deductions, and net pay.

Payslip · Sarah Chen

Paid 2026-03-31

Senior Engineer · EMP-0142 · March 2026

Earnings

$8,200.00

Deductions

$1,968.00

Net pay

$6,232.00

Earnings

Item	Current	YTD
Base salary	$7,500.00	$22,500.00
Overtime	$420.00	$980.00
Bonus	$280.00	$280.00
Total	$8,200.00	$23,760.00

Deductions

Item	Current	YTD
Federal tax	$1,240.00	$3,720.00
State tax	$468.00	$1,404.00
Health insurance	$180.00	$540.00
401(k)	$80.00	$240.00
Total	$1,968.00	$5,904.00

Employer contributions

Item	Current	YTD
401(k) match	$160.00	$480.00
Health insurance	$420.00	$1,260.00
Total	$580.00	$1,740.00

Statement / Breakdown View

Detail Views

Single-employee payslip breakdown — earnings, deductions, and employer contributions with YTD totals.

Customer

Acme Inc.

Sarah Chen

active

sarah@acme.com

Company: Acme Inc.
Phone: +1 (555) 018-2245
Plan: Enterprise
Customer since: Mar 2023
Lifetime value: $18,420

Record ID: 1

Detail View with Tabs

Detail Views

Single-record detail view with a header and Overview / Activity / Orders tabs.

Priya Nair

Active

Senior Product Designer

Employment

Department: Design
Manager: Emma Davis
Start date: 2022-03-14
Employment type: Full-time

Contact

Email: priya.nair@acme.co
Phone: +1 (555) 019-2244
Location: Austin, TX

Record ID: EMP-1042

Read-only Record View

Detail Views

Read-only single-record view — header with avatar/status badge and grouped label/value field sections, no tabs.

Tasks

5 tasks

No task selected

Select a task from the list to view its details.

Resizable Master–Detail Split

Detail Views

Resizable list + detail split pane — select a row on the left to view its fields on the right, with an empty state when nothing's selected.

Master–Detail that Opens a Tab

Detail Views

Master-detail invoice workspace — select a row to open its line items in a new tab.

Payroll Calendar

2026

Monthly pay schedule · timesheet cutoffs and pay dates

Next pay date

2026-03-31

March 2026 · timesheets lock 2026-03-27

Period	Range	Cutoff	Pay date	Status
January 2026	2026-01-01 – 2026-01-31	2026-01-28	2026-01-31	Paid
February 2026	2026-02-01 – 2026-02-28	2026-02-25	2026-02-27	Paid
March 2026	2026-03-01 – 2026-03-31	2026-03-27	2026-03-31	Processing
April 2026	2026-04-01 – 2026-04-30	2026-04-28	2026-04-30	Upcoming
May 2026	2026-05-01 – 2026-05-31	2026-05-27	2026-05-29	Upcoming

Schedule Calendar with Next-Up Highlight

Boards, Grids & Timelines

Monthly pay schedule with timesheet cutoffs, pay dates, and the next upcoming run highlighted.

Tasks

6 tasks · 33% done

To do2

Draft migration runbook

MWMarcus Webb

medium

Due 2026-07-20

Backfill invoice fixtures

PNPriya Nair

low

In progress1

Map legacy billing tables

ACAva Chen

high

Due 2026-07-14

In review1

Dual-write shim

ACAva Chen

high

Due 2026-07-10

Done2

Retire the cron sync

TOTom Okafor

medium

Due 2026-07-02

Spike: change-data-capture

LFLena Fischer

low

Due 2026-06-28

Kanban Board (Drag & Drop)

Boards, Grids & Timelines

Drag-and-drop Kanban board for project tasks — to do / in progress / review / done, with priority, assignee, and a create/edit dialog.

Milestones

4 open · 3 overdue

Milestone	Project	Owner	Due	Tasks	State
Schema frozen	PRJ-101	Ava Chen	2026-07-10	6/8	overdue
Dual-write live	PRJ-101	Ava Chen	2026-08-15	3/12	overdue
Beta cut	PRJ-102	Marcus Webb	2026-06-30	7/10	overdue
Discovery sign-off	PRJ-103	Priya Nair	2026-05-29	5/5	completed
Pilot warehouse live	PRJ-103	Priya Nair	2026-11-01	2/20	on track

Schema frozenPRJ-101
Ava Chen · due 2026-07-10
overdue6/8
Dual-write livePRJ-101
Ava Chen · due 2026-08-15
overdue3/12
Beta cutPRJ-102
Marcus Webb · due 2026-06-30
overdue7/10
Discovery sign-offPRJ-103
Priya Nair · due 2026-05-29
completed5/5
Pilot warehouse livePRJ-103
Priya Nair · due 2026-11-01
on track2/20

Timeline with Derived State

Boards, Grids & Timelines

Milestone tracker with task-scope progress and a state derived from the due date — completed, overdue, at risk, or on track.

Pipeline

$194,500 weighted · 50% win rate

Qualify1$60,000

Pilot expansion

Contoso$60,000

Marcus Webb · closes 2026-10-01

Proposal2$77,000

Warehouse add-on

Northwind$45,000

Ava Chen · closes 2026-08-14

Analytics module

Fabrikam$32,000

Priya Nair · closes 2026-07-31

Negotiation1$180,000

Platform renewal

Northwind$180,000

Ava Chen · closes 2026-09-30

Won1$12,000

Seat expansion

Tailspin$12,000

Tom Okafor · closes 2026-06-30

Lost1$90,000

Legacy migration

Contoso$90,000

Marcus Webb · closes 2026-06-15

Pipeline Board with Stage Roll-ups

Boards, Grids & Timelines

Drag-and-drop deal pipeline with per-stage value, a probability-weighted forecast, and win rate over closed deals.

Bin / Location Map

20 bins across 3 warehouses · 12 occupied

OccupancyEmpty<60%60–89%≥90%

BlockedQuarantine

Bins unavailable

CEN-B1 (blocked), CEN-B3 (quarantine) can't accept stock right now.

Aisle A

Slot / Floor-plan Grid

Boards, Grids & Timelines

Warehouse floor-plan grid of storage bins — assign or clear stock per bin, gated on capacity, single-SKU occupancy, and blocked/quarantine status.

Approvals

3 pending review

Pending Review3

Client dinner — Q2 kickoffExpense

MCMaria Chen

$284.50

2026-06-28

Warehouse racking — 20 unitsPurchase Order

DODavid Okafor

$6,200.00

2026-06-27

Vacation — Aug 10-14Time Off

PNPriya Nair

2026-06-25

Approved2

Conference travel — SaaStrExpense

TWTom Whitfield

$1,120.00

2026-06-20

Forklift maintenance contractPurchase Order

DODavid Okafor

$3,400.00

2026-06-18

Rejected1

Sick leave — Jun 22Time Off

EVElena Vasquez

2026-06-21

Triage Board

Boards, Grids & Timelines

Drag-and-drop Kanban board for triaging expense, purchase order, and time-off approval requests.

Notifications

3 unread

Inbox with Read / Unread Tabs

Feeds & Notifications

Notification inbox with All/Unread tabs, per-type icons, unread indicators, mark-one-read on click, and mark-all-read.

Notifications

6 unread

FromTo

Notification Center (Bell + Full Page)

Feeds & Notifications

Notification center with a header bell dropdown (unread badge capped at 9+, 5 most recent, mark-all-read) and a full page filtered by read state, severity, and date range with 20-per-page pagination.

Comments

4 comments

SC
Sarah Chen2h ago
Can we confirm the renewal terms before sending Invoice #1024? The discount looks off to me.
MJ
Mike Johnson1h ago
Good catch — it should be 15%, not 25%. Updating now.
ED
Emma Davis45m ago
Added the signed contract to the attachments tab for reference.
DL
David Lee20m ago
Approved on my end. Ready to send once the discount is fixed.

Threaded Comments

Feeds & Notifications

Threaded comments with avatars, inline reply composers, and a top-level composer, with a running comment count.

Activity Feed

Track changes across your workspace

Today

Sarah Chen updated Premium Headphones

Changed price from $399 to $349

2 hours ago

Mike Johnson created Wireless Mouse

4 hours ago

Emma Davis assigned Order #1234

Assigned to David Lee

6 hours ago

Yesterday

David Lee commented on Design Review

Looks great! Ready to proceed.

1 day ago

Sep 22

Admin System deleted Old Product SKU-123

2 days ago

Today 23This week 156This month 847

Grouped Activity Timeline

Feeds & Notifications

Grouped activity timeline with type/user filters and running stats.

Inbound / Receiving

3 receipts · 2 awaiting put-away

PO	Vendor	Warehouse	Received / Expected	Variance	Status
PO-5001	Acme Supply Co.	WH-CEN	0 / 180	-180	expected
PO-5002	Northwind Traders	WH-NW	80 / 130	-50	partial
PO-5003	Bluepeak Logistics	WH-W	40 / 40	—	put away

Receive → QC → Put-away Flow

Multi-step Workflows

Record stock arriving against a purchase order and put it away into bins — blocked receiving on a closed/cancelled PO, a QC gate before stock counts as available, and capacity-checked put-away reusing the bin/location-map contract.

Outbound / Picking

3 pick lists · 2 to pick

Order	Warehouse	Picker	Lines picked	Status
SO-7001	WH-CEN	—	0 / 2	pending
SO-7002	WH-NW	Dana Cruz	1 / 2	picking
SO-7003	WH-W	Rey Santos	1 / 1	completed

Claim → Pick → Complete Flow

Multi-step Workflows

Claim and fulfil pick lists that draw stock out of bins for an outbound order — blocked picking on a closed/cancelled order, per-line allocations across bins capped at on-hand, short-pick handling, and a picker-claim gate. Emits a pickId + picked-quantity completion record for Shipments.

Inventory Adjustments

5 adjustments · 3 pending

Bin	Reason	Recorded	Counted	Variance	Status
CEN-A1	damage	180	140	-4022%	pendingneeds approval
CEN-A2	cycle-count	40	38	-25%	posted
CEN-A3	receipt-error	0	25	+25—	pendingneeds approval
NW-A1	shrinkage	120	100	-2017%	pendingpickingneeds approval
W-A2	cycle-count	90	95	+56%	rejected

Variance Approval Flow

Multi-step Workflows

Bin-level count-correction workflow — an absolute physical count raised against a bin with a reason code, where damage/shrinkage may only reduce a count, variance over 10% needs approval before it posts, and a bin held by a pick or receipt is locked. Approval posts to the bin in one step and emits a SKU/warehouse/delta record for stock levels.

Shipments

6 shipments · 2 to ship

Order	Carrier	Tracking	Status
SO-7003	—	—	ready-to-ship
SO-7001	DHL	DHL-4471209	ready-to-shipshort pick
SO-7002	FedEx	FDX-8820174	shipped
SO-7005	UPS	1Z-99A2B3C4	delivered
SO-7006	LBC Express	LBC-7710355	exception
SO-7007	—	—	cancelled

Fulfilment Flow with Derived Status

Multi-step Workflows

Outbound fulfilment records that ship a completed pick — a partially-picked order can never ship, a carrier and tracking number are required before a shipment moves to shipped, and a shipment already in transit can no longer be cancelled. Status is derived from the record, never stored: cancelled outranks exception outranks delivered outranks shipped.

Sidebar Shell (Icon-collapsible)

App Shells

Icon-collapsible sidebar (trigger in the sidebar) with the Workspace component; each tab renders inside the Page component.

Icon Rail Shell (Top Bar)

App Shells

App icon + org switcher and search in a full-width top bar, paired with a fixed icon-only nav rail (settings and profile pinned to the bottom).

Company Setup

Company profile, logo, and registered address

Company Profile

HRIS

Company setup form — logo upload with type/size validation, and a region → province → city → barangay address cascade that resets its dependents, with per-field required validation, save, and cancel.

Approval Workflow Setup

Configure how each module's requests route for approval — by the filing employee's rank, or through a fixed sequence of approvers

Module Name	Approval Type	Levels
Final Pay Computation	Fixed Sequence	2
Leave Management	Dynamic — by Rank	5
Payroll Processing	Fixed Sequence	3

3 workflows

Approval Workflow Setup

HRIS

Approval routing maintenance screen — a searchable list of the modules that have a workflow, and an in-place Add/Edit form that picks the module (each may have only one), chooses Dynamic or Fixed Sequence on selection cards, and builds either a rank × position matrix or an ordered sequence of named approvers. Switching approval type is confirmed before it discards the configured chain, and delete warns that requests awaiting a first approver are rerouted to HR.

Approval Dashboard

Every request you approve on — past, pending, and upcoming. Approve and decline from the request's own module.

Module	Requestor	Title	Date Filed	My Step Status	Request Status
Leave Management	Alonzo Ferrer	Vacation Leave — 3 days	Sep 7, 2026	Pending My Action	Pending
Overtime Management	Dante Villanueva	Overtime — 4 hrs, Sept 4	Sep 5, 2026	Upcoming (Not Yet Reached)	Pending
Payroll Processing	Fidel Ocampo	Payroll Register — Sept 1–15	Sep 2, 2026	Approved by Me	Released
Leave Management	Grace Tolentino	Sick Leave — 1 day	Aug 28, 2026	Declined by Me	Declined
Final Pay Computation	Bernadette Sy	Final Pay — resignation effective Aug 31	Aug 20, 2026	Approved by Me	Approved
13th Month Computation	Elena Marquez	13th Month Run — 2026	Aug 14, 2026	Skipped (Vacant/Self-Approval)	Pending

6 requests

Approval Dashboard

HRIS

Read-only approval tracker — every request the signed-in user approves on, whether their step is past, pending, or not yet reached, with live requestor search, an Apply-gated date range and status filter, and a side sheet showing step progress, each step's resolved approver, decline remarks, and skip reasons.

Employee Records

All registered employees, searchable by name and filterable by department, position, rank, and employment status

Employee Name	Department	Position	Rank	Employment Status
Amelia Rosario Cruz	Human Resources	HR Manager	Managerial	Regular
Benigno Sabas Reyes Jr	Information Technology	Software Developer	Rank and File	Regular
Carmela Santos	Finance	Accountant	Supervisory	Probationary
Danilo Perez Lim	Operations	Operations Supervisor	Supervisory	Contractual
Evelyn Marasigan Tan	Sales and Marketing	Account Executive	Rank and File	Project-Based

5 employees

Employee Records

HRIS

Employee master file — a name-searchable list with an Apply-gated Department/Position/Rank/Employment Status filter panel whose applied choices show as removable pills, a delete refused outright for employees with transactions, a tabbed Add Form committed by a single Save that validates Personal Information first and only then mints the Employee No. and checks the remaining tabs (flagging each failing tab), and a tabbed Edit Form whose sections each persist on their own — employment actions that generate a linked salary entry, standalone salary adjustments, government IDs with a one-row-at-a-time Other IDs table, dependents, and offboarding with a clearance checklist.

Department Setup

Add, edit, or delete departments

	Actions
Accounting
Administration
Business Development
Compliance
Customer Support

15 departments

Page 1 of 3

Department Setup

Setups

Department maintenance screen — an inline draft row above a searchable, name-sortable, paginated list, with icon actions and tooltips, required and duplicate-name validation, and a delete that is refused outright while the department is referenced elsewhere.

Position Setup

Add, edit, or delete positions

	Actions
Account Manager
Business Analyst
Content Strategist
Customer Success Manager
Data Analyst

15 positions

Page 1 of 3

Position Setup

Setups

Position maintenance screen — an inline draft row above a searchable, name-sortable, paginated list, with icon actions and tooltips, required and duplicate-name validation, distinct empty vs no-search-results states, and a delete that is refused outright while the position is referenced elsewhere.

Employment Status Setup

Create employment statuses and configure the rules and contributions that apply to them

Employment Status	No Work No Pay	SSS	Pag-IBIG	PhilHealth	WTC
Casual	Enabled	Not enabled	Not enabled	Not enabled	Not enabled
Consultant	Not enabled	Enabled	Not enabled	Not enabled	Enabled
Contractual	Enabled	Enabled	Enabled	Enabled	Not enabled
Fixed-Term	Not enabled	Enabled	Enabled	Enabled	Enabled
Freelance	Enabled	Not enabled	Not enabled	Not enabled	Not enabled

15 statuses

Page 1 of 3

Employment Status Setup

Setups

Employment status maintenance screen — an Add status action opens an inline draft row for the status name and five rule/contribution checkboxes, in a searchable, name-sorted, paginated list, with icon actions and tooltips, and a delete that is refused outright while the status is referenced elsewhere.

Rank Setup

Add, edit, or delete ranks

Rank Code		Hierarchy Level	Status
ASSTMGR	Assistant Manager	7	Active
CEO	Chief Executive Officer	1	Active
CFO	Chief Financial Officer	2	Active
COO	Chief Operating Officer	2	Active
DIR	Director	4	Active

15 ranks

Page 1 of 3

Rank Setup

Setups

Rank maintenance screen — an Add rank action opens an inline draft row for code, name, hierarchy level, and status, with search, pagination, and delete protection for referenced ranks.

Holiday Calendar Setup

Create holidays and configure the date, type, and non-working rules that apply to them

Holiday	Month	Day	Year	Type	Non-working
New Year's Day	January	1	Every year (recurring)	Regular	Non-working
Chinese New Year	February	17	2026	Special	Non-working
People Power Anniversary	February	25	Every year (recurring)	Special	Working
Maundy Thursday	April	2	2026	Regular	Non-working
Good Friday	April	3	2026	Regular	Non-working

15 holidays

Page 1 of 3

Holiday Calendar Setup

Setups

Holiday calendar maintenance screen — an Add holiday action opens an inline draft row for name, month, date, optional year, type, and non-working, with date validation that responds to month and year (including February leap-year rules), search, pagination, month-then-day sorting, and delete protection for holidays referenced by a processed payroll run.

Payroll Policy Setup

Configure payroll scheduling, DTR correction permissions, estimated monthly rate settings, and payroll cut-off periods.

Payroll Policy Setup

Setups

Single-record payroll policy configuration — payroll schedule, DTR correction permission, estimated monthly rate working days, and a two-period cut-off schedule, with save/reset against the last saved values and an access-restricted state.

Work Day Rates Setup

Configure pay rate multipliers for overtime, holidays, night shifts, and rest days used in payroll and DTR computations.

Rate Name	Code	Overtime	Holiday	Night Shift	Rest Day
Regular Day	RD	1.25	0.00	1.10	0.00
Rest Day	RDR	1.69	0.00	1.10	1.30
Regular Holiday	RH	2.60	2.00	1.10	0.00
Regular Holiday on a Rest Day	RHR	3.38	2.60	1.10	0.00
Special Holiday	SH	1.69	1.30	1.10	0.00
Special Holiday on a Regular Holiday	RSH	3.38	2.60	1.10	0.00
Special Holiday on a Rest Day	SHR	1.95	1.50	1.10	1.50
Double Regular Holiday	DRH	5.20	4.00	1.10	2.00

Work Day Rates Setup

Setups

Inline-editable table for the 8 fixed payroll work-day rate types — one row editable at a time, Rate Name/Code permanently read-only, per-code field rules that force non-applicable rates to a static 0.00, numeric/non-negative validation with blank-to-zero normalization, and an unsaved-changes confirmation dialog when switching rows.

Pag-IBIG Policy Setup

Configure Pag-IBIG contribution rates and maintain policy versions based on their effectivity dates.

Policy History

All saved policy versions, most recent effectivity date first.

UpcomingJanuary 1, 2027

Max ₱12,000.00 · Employer Share ₱2.00 · 2nd Cut-off

ActiveJanuary 1, 2026

Max ₱10,000.00 · Employer Share ₱2.00 · 1st Cut-off

HistoricalJanuary 1, 2025

Max ₱10,000.00 · Employer Share ₱2.00 · Semi-Monthly

HistoricalJanuary 1, 2024

Max ₱10,000.00 · Employer Share ₱2.00 · Semi-Monthly

HistoricalJanuary 1, 2023

Max ₱10,000.00 · Employer Share ₱2.00 · 1st Cut-off

HistoricalJanuary 1, 2022

Max ₱10,000.00 · Employer Share ₱2.00 · 2nd Cut-off

HistoricalJanuary 1, 2021

Max ₱5,000.00 · Employer Share ₱2.00 · Semi-Monthly

HistoricalJanuary 1, 2020

Max ₱5,000.00 · Employer Share ₱2.00 · 1st Cut-off

HistoricalJanuary 1, 2019

Max ₱5,000.00 · Employer Share ₱2.00 · 2nd Cut-off

HistoricalJanuary 1, 2018

Max ₱5,000.00 · Employer Share ₱2.00 · Semi-Monthly

Showing 1–10 of 15 policies

Page 1 of 2

Pag-IBIG Policy Setup

Setups

Versioned Pag-IBIG contribution policy configuration — an Add/Edit Policy form with a Popover+Calendar effectivity date and a payroll-schedule-dependent Deduction Schedule select, above a Policy History table showing the active policy computed from the most recent effectivity date on or before today, required/duplicate-date validation, an unsaved-changes confirmation dialog, and a destructive delete confirmation that's refused outright for policies already used in payroll.

PhilHealth Policy Setup

Configure PhilHealth contribution rates and maintain policy versions based on their effectivity dates.

Policy History

All saved policy versions, most recent effectivity date first.

UpcomingJanuary 1, 2027

₱10,000.00 – ₱100,000.00 · Rate 5.00% · 1st Cut-off

ActiveJanuary 1, 2026

₱10,000.00 – ₱90,000.00 · Rate 5.00% · 2nd Cut-off

HistoricalJanuary 1, 2025

₱8,000.00 – ₱80,000.00 · Rate 5.00% · Semi-Monthly

HistoricalJanuary 1, 2024

₱7,000.00 – ₱70,000.00 · Rate 4.50% · 1st Cut-off

HistoricalJanuary 1, 2023

₱6,000.00 – ₱60,000.00 · Rate 4.50% · 2nd Cut-off

Showing 1–5 of 5 policies

PhilHealth Policy Setup

Setups

Versioned PhilHealth contribution policy configuration — an Add/Edit Policy form with minimum/maximum salary bracket, contribution rate, a Popover+Calendar effectivity date, and a payroll-schedule-dependent Deduction Schedule select, above a searchable Policy History detailed list showing the active policy computed from the most recent effectivity date on or before today, required/max-greater-than-min/percentage-range/duplicate-date validation, an unsaved-changes confirmation dialog, and a destructive delete confirmation that's refused outright for policies already used in payroll.

SSS Policy Setup

Configure and manage SSS contribution policy versions.

Active ConfigurationActive

The configuration in force today — the most recent effectivity date on or before today.

Effectivity Date: July 1, 2026
MPF Threshold Salary: ₱20,250.00
Deduction Schedule: 1st Cut-off

Configuration History

All saved configurations, most recent effectivity date first.

Effectivity Date	MPF Threshold	Deduction Schedule
July 1, 2026Active	₱20,250.00	1st Cut-off
January 1, 2026	₱20,000.00	2nd Cut-off
January 1, 2025	₱15,000.00	Not applicable

SSS Policy Setup

Setups

Parent/child SSS contribution policy setup — a setup page pairing an Active Configuration card with a searchable Configuration History table, a dedicated Add Configuration form that lands on the new configuration's details once saved, and a details view whose read-only summary sits above an inline-editable contribution bracket table scoped to that configuration, with grouped Employer/Employee headers, one row editable at a time, MPF fields that enable and become required as Min Salary crosses the threshold, range-overlap validation, an unsaved-row confirmation, and a delete that's refused outright for brackets already used in payroll.

Salary Grade Setup

Add, edit, or delete salary grades

Grade	Amount	Effectivity Date
Grade 1	₱15,000.00	January 1st, 2025
Grade 2	₱18,500.00	January 1st, 2025
Grade 3	₱22,000.00	January 1st, 2025
Grade 4	₱27,500.00	January 1st, 2025
Grade 5	₱30,000.00	January 1st, 2025
Grade 6	₱33,000.00	January 1st, 2025
Grade 7	₱36,000.00	January 1st, 2025
Grade 8	₱39,000.00	January 1st, 2025
Grade 9	₱42,000.00	January 1st, 2025
Grade 10	₱45,000.00	January 1st, 2025

Showing 1–10 of 15 salary grades

Page 1 of 2

Salary Grade Setup

Setups

Salary grade maintenance screen — an Add salary grade action opens an inline draft row for grade, amount, and a Popover+Calendar effectivity date, in a searchable list sorted by amount ascending, with duplicate-grade validation, a delete that's refused outright while the grade is referenced elsewhere, and an edit save that prompts for an effectivity date to apply to Employee Salary History only when the grade being edited is already referenced there.

Benefits Setup

Create, manage, edit, and delete company benefits

Benefit	Amount	Payroll	Applicable To	Status
Executive Allowance	₱10,000.00	Not included in payroll	Rank: Manager, Executive	Active
Health Insurance	₱5,000.00	Included in payroll	All	Active
IT Equipment Allowance	₱2,500.00	Not included in payroll	Department: Information Technology	Inactive
Probationary Meal Benefit	₱2,000.00	Included in payroll	Employment Status: Probationary	Inactive
Rice Subsidy	₱1,500.00	Included in payroll	Employment Status: Regular, ProbationaryRank: Rank & File, Supervisor	Active
Transportation Allowance	₱3,000.00	Included in payroll	Department: Operations	Active

Showing 6 of 6 benefits

Benefits Setup

Setups

Company benefit maintenance screen — an Add Benefit action opens an Add/Edit panel (desktop pushed-panel, tablet/mobile floating Sheet) beside a searchable Benefits List. Applicable To is an exclusive-All checkbox group that reveals a searchable Popover+Command multi-select per checked category (Employment Status, Rank filtered to Active only, Department), clearing a category's values the moment it's unchecked. Required/duplicate-name, monthly-cap, applicability, and effectivity-date validation; Status is edit-only; an unsaved-changes confirmation guards a dirty panel; delete is refused outright while referenced, otherwise confirmed through an Alert Dialog.

Backup and Restore

Generate, restore, and manage full SQL backups of the system

File Name	File Size	Date and Time Created
backup_2026-09-07_09-12-04.sql	13.9 MB	Sep 7, 2026 · 09:12:04
backup_2026-09-05_17-45-21.sql	13.6 MB	Sep 5, 2026 · 17:45:21
backup_2026-09-01_08-02-10.sql	13.3 MB	Sep 1, 2026 · 08:02:10
backup_2026-08-25_22-30-55.sql	12.8 MB	Aug 25, 2026 · 22:30:55
backup_2026-08-12_06-15-42.sql	12.4 MB	Aug 12, 2026 · 06:15:42

Showing 5 of 5 backups

Backup and Restore

Setups

Admin screen for generating and restoring full SQL backups of the system — Backup and Restore buttons in the page actions, a Date filter with quick-pick chips (All time / Today / Last 7 days / Last 30 days / This month / Custom range…) where Custom opens a popover with Date from / Date to fields that refuse an inverted range, and a Backup List (newest first) with File Name / File Size / Date and Time Created plus Download, Restore, and Delete actions. Each destructive step (generate, restore-from-upload, restore-from-list, delete) is gated by a confirmation dialog with Cancel and Confirm; restoring from the list re-validates the file against the current schema, restoring from upload rejects non-.sql files upfront and runs the same structural check. While a backup or restore is in progress a non-dismissible full-screen lockout covers the entire app and disables every control. Every server round-trip goes through the optional `api` prop — a rejected promise releases the lockout and surfaces the backup-failed or restore-interrupted message without touching local state, and a restore that reports the user_id is gone swaps the whole shell for an Account-not-found screen. An `onActivity` callback emits the six spec'd activity-log lines.

Shift Setup

Add, edit, or delete shifts

Shift	With Break	Paid Break	Night Shift	Time-in	Break-out	Break-in	Time-out
Regular Day	Yes	No	No	8:00 AM	12:00 PM	1:00 PM	5:00 PM
Flexible Day	Yes	Yes	No	8:00 AM	12:00 PM	1:00 PM	5:00 PM
Night Shift	Yes	No	Yes	10:00 PM	2:00 AM	3:00 AM	6:00 AM
Short Shift	No	—	No	8:00 AM	—	—	12:00 PM

4 shifts

Shift Setup

Setups

Shift maintenance screen — an Add shift action opens an inline draft row for name, With Break / Paid Break / Night Shift checkboxes, and time-in/break-out/break-in/time-out fields, in a searchable list, with duplicate-name and chronological time-sequence validation that Night Shift bypasses, 12-hour display over 24-hour stored values, and a delete that's refused outright while the shift is referenced elsewhere.

Role Setup

Add, edit, or delete roles, and manage the permissions assigned to each role

	User Count	Modules	Actions
	3	58 / 58
	0	25 / 58
	128	5 / 58
	4	10 / 58
	2	10 / 58

8 roles

Page 1 of 2

Role Setup

Settings & Permissions

Role maintenance screen — a searchable, name-sortable, paginated role list showing each role's user count and access footprint, with a full-height Add/Edit Role dialog that names the role and sets its permissions in one commit: a grouped, searchable module × action matrix with per-section select-all and a configured-only filter.

Bank Setup

Add, edit, or delete the bank branches employees are paid through

Bank Name	Branch Name	Address
Bank of the Philippine Islands	Alabang	Commerce Ave, Alabang, Muntinlupa City
BDO Unibank	Ayala Avenue	6784 Ayala Ave, Makati City
BDO Unibank	Ortigas Center	ADB Ave, Ortigas Center, Pasig City
Land Bank of the Philippines	Quezon City	Timog Ave, Quezon City
Metrobank	Binondo	Juan Luna St, Binondo, Manila
Metrobank	Cebu Business Park	Cardinal Rosales Ave, Cebu City

6 bank branches

Bank Setup

Setups

Bank branch maintenance screen — an inline draft row above a searchable list, with required bank/branch/address fields, a bank-and-branch uniqueness rule, save/reset/cancel, a post-save prompt that can point existing employee records at the new branch by department, position, or rank, and a delete refused outright while the branch is referenced elsewhere.

Loans Setup

Add, edit, or delete loan types, and set their maximum amount, tenure eligibility, and scope

Loan Name	Maximum Amount	Status
Calamity Assistance	₱10,000.00	Inactive
Emergency Loan	₱15,000.00	Active
Executive Car Loan	₱500,000.00	Active
Pag-IBIG Housing Loan	₱750,000.00	Inactive
Pag-IBIG Multi-Purpose Loan	₱60,000.00	Active
SSS Salary Loan	₱30,000.00	Active

Showing 6 of 6 loans

Loans Setup

Setups

Loan type maintenance screen — an add/edit panel that pushes the page at desktop widths and floats over it below that, beside a searchable list, with a loan source dropdown, maximum amount and minimum-tenure validation, an Applicable To scope that reveals Employment Status, Rank, and Department selectors on demand, an edit-only status, and a delete refused outright while the loan type is referenced elsewhere.

Deductions Setup

Add, edit, or delete deduction types, and set their maximum amount and eligibility scope

Deduction Name	Maximum Amount	Applicable To	Status
Cash Advance	₱10,000.00	Employment Status: Regular	Active
Company Loan	₱20,000.00	All	Active
Equipment Damage	₱5,000.00	Department: Information Technology	Inactive
Parking Fee	₱800.00	Rank: Manager, ExecutiveDepartment: Finance	Active
Tardiness Penalty	₱500.00	Rank: Rank & File	Inactive
Uniform Deduction	₱1,500.00	Employment Status: Probationary, Contractual	Active

Showing 6 of 6 deductions

Deductions Setup

Setups

Deduction maintenance screen — an add/edit panel that pushes the page at desktop widths and floats over it below that, beside a searchable list, with an Applicable To scope that reveals Employment Status, Rank, and Department selectors on demand, per-field validation, an edit-only status, and a delete refused outright while the deduction is referenced elsewhere.

BIR Monthly Remittance Return of Income Taxes Withheld on Compensation (1601-C).

Report Period

Employer TIN and RDO Code are read-only, taken from Company Setup.

Filters

Narrows the return only — the overview totals stay on the whole month.

Employees Included

Total Gross Compensation

₱522,000.00

Total Non-Taxable

₱33,425.00

Total Tax Withheld

₱82,979.18

Monthly Remittance Return (1601-C Format)

September 2026 · showing 8 of 8 employees

TIN	Employee Name	Gross Compensation	Non-Taxable/Exempt	Taxable Income	Tax Withheld
123-456-789-000	Alvarez, Bea R.	₱45,000.00	₱3,375.00	₱41,625.00	₱2,187.50
234-567-890-000	Bautista, Carlo M.	₱68,000.00	₱4,250.00	₱63,750.00	₱9,583.33
345-678-901-000	Cruz, Divina S.	₱41,000.00	₱3,075.00	₱37,925.00	₱3,416.67
456-789-012-000	Dela Peña, Emilio T.	₱33,000.00	₱2,475.00	₱30,525.00	₱833.34
567-890-123-000	Espinosa, Fatima L.	₱34,000.00	₱2,550.00	₱31,450.00	₱2,166.67
789-012-345-000	Herrera, Ignacio D.	₱180,000.00	₱9,500.00	₱170,500.00	₱44,583.33
890-123-456-000	Ilagan, Jasmine C.	₱26,000.00	₱1,950.00	₱24,050.00	₱1,041.67
901-234-567-000	Jimenez, Karl A.	₱95,000.00	₱6,250.00	₱88,750.00	₱19,166.67

Tax Deduction Report

Reports

BIR 1601-C Monthly Remittance Return — Year / Applicable Month period picker that never offers a future month, read-only Employer TIN and RDO Code from Company Setup, searchable Department / Position / Rank filters, unfiltered overview totals, and CSV / print-to-PDF export.

Read-only record of user actions across every module.

Date and Time	User Full Name	Module	Action Description
Sep 9, 2026 2:32 PM	Amara L. Okonkwo	Payroll	Ran payroll for cut-off Sep 1 – Sep 15.
Sep 9, 2026 11:04 AM	Desmond Reyes Jr.	Employee	Updated employment status of employee EMP-0142.
Sep 9, 2026 9:15 AM	Priya Raman	Access Control	Revoked the Payroll Approver role from user U-0031.
Sep 8, 2026 5:48 PM	Amara L. Okonkwo	Payroll	Adjusted the pay date of the Semi-Monthly schedule to the 20th.
Sep 8, 2026 1:22 PM	Noa Bergström	Attendance	Approved 3 overtime entries for the Warehouse department.
Sep 8, 2026 8:05 AM	Kwame A. Mensah	Leave	Denied leave request LV-0912 with reason “insufficient credits”.
Sep 7, 2026 4:30 PM	Desmond Reyes Jr.	Employee	Created employee record EMP-0187.
Sep 7, 2026 10:11 AM	Ingrid Halvorsen	Setups	Added the Night Differential rate to Work Day Rates.
Sep 6, 2026 3:57 PM	Noa Bergström	Attendance	Imported 128 biometric punches from device BIO-04.
Sep 6, 2026 9:40 AM	Tomas Iglesias	Access Control	Signed in from a new device.
Sep 5, 2026 2:03 PM	Kwame A. Mensah	Leave	Approved leave request LV-0908.
Sep 5, 2026 8:26 AM	Amara L. Okonkwo	Setups	Renamed the department “Ops” to “Operations”.

Activity Logs

Settings & Permissions

System-wide activity log — live search over the user's full name, a From/To date range plus searchable Department and Module filters applied on Apply Filter, and CSV / print-to-PDF export of the filtered rows.

Access Control

Manage role permissions across resources

Owner

1 members

Full control over the workspace

Permission Matrix

Settings & Permissions

Manage role permissions across resources with a per-role permission matrix.

Settings

Company Profile

Sectioned Settings Page

Settings & Permissions

Sectioned workspace settings — company profile, notifications, billing, and security.

Enter your credentials to continue

Login

Authentication

Email and password sign-in form — inline field validation, invalid-credentials banner, pending state, remember-me, and forgot-password/sign-up links.

Create your account

Start your 14-day free trial

Register

Authentication

Account sign-up form with a live password-strength meter, field validation, terms agreement, and a verify-your-email confirmation state.

Enter verification code

We sent a 6-digit code to your phone ending in •••• 4291

[data-input-otp] { --nojs-bg: white !important; --nojs-fg: black !important; background-color: var(--nojs-bg) !important; color: var(--nojs-fg) !important; caret-color: var(--nojs-fg) !important; letter-spacing: .25em !important; text-align: center !important; border: 1px solid var(--nojs-fg) !important; border-radius: 4px !important; width: 100% !important; } @media (prefers-color-scheme: dark) { [data-input-otp] { --nojs-bg: black !important; --nojs-fg: white !important; } }

Resend code in 30s

OTP Verify

Authentication

One-time passcode entry with a 6-digit segmented input, auto-verify on complete, incorrect-code error, and a countdown-gated resend.

Forgot your password?

Enter your email and we'll send a reset link

Forgot Password

Authentication

Request a password-reset link by email — field validation, pending state, and a neutral check-your-email confirmation that doesn't leak account existence.

Set a new password

Choose a strong password you haven't used before

Reset Password

Authentication

Set-a-new-password form with a live strength meter, confirm-match validation, an expired-link state, and a password-updated confirmation.

Change password

Enter your current password, then choose a new one

Change Password

Authentication

Authenticated in-app password change — current-password re-auth check, new-password strength meter, confirm-match validation, and a changed confirmation.

Two-factor authentication

Enter the 6-digit code from your authenticator app

Trust this device for 30 days

Two-Factor Challenge

Authentication

Post-password 2FA step — authenticator-app code entry with auto-verify, a recovery-code fallback, trust-this-device option, and error states.

Set up two-factor auth

Scan the QR code with your authenticator app, then enter the code it shows

Or enter this key manually

Enter the 6-digit code

Two-Factor Setup

Authentication

Authenticator enrollment — QR code, copyable manual setup key, and a 6-digit verify step with error and enabled states.

Save your recovery codes

Store these somewhere safe. Each code works once if you lose access to your authenticator.

4X9K-7QP2
B3MN-2WLD
8HJ5-QR41
K2P9-3TVX
9WZ7-6MC0
R5N8-1YQD
T6B4-8KLP
M1V3-5XHJ

I've saved my recovery codes

Recovery Codes

Authentication

Backup-code display with copy, download, and regenerate actions, gated behind an "I've saved them" acknowledgement before continuing.

Check your email

We sent a magic sign-in link to alex@acme.com. Click it to sign in — the link expires in 10 minutes.

Magic Link Sent

Authentication

Passwordless check-your-email confirmation after requesting a magic sign-in link — expiry note, cooldown-gated resend, and change-email action.

Confirm your email

We sent a confirmation link to alex@acme.com. Open it to activate your account.

Verify Email

Authentication

Post-registration confirm-your-email pending screen — cooldown-gated resend and a transition to the email-confirmed success state.

Continue with a provider or your email

Login (Social)

Authentication

Sign-in with Google/GitHub SSO buttons over an email-and-password form — provider divider, inline validation, invalid-credentials banner, and pending state.

Session expired

You were signed out after a period of inactivity. Enter your password to continue as alex@acme.com.

Session Expired

Authentication

Re-authentication prompt after an idle timeout — quick password re-entry for the current user, incorrect-password error, and a switch-user action.

Account locked

Too many failed sign-in attempts

alex@acme.com

Try again in 14:00

Account Locked

Authentication

Account-locked screen after too many failed sign-in attempts — shows the locked email, a lockout countdown, and reset/support actions.

Awaiting approval

Your account is under review. An administrator will approve access shortly — this usually takes less than a day.

We'll email alex@acme.comonce you're approved

Pending Approval

Authorization

Account-under-review status screen — explains the pending admin approval, the notification email, and check-status/sign-out actions.

You're not a member of Globex Corp

Your account doesn't have access to this workspace. Switch to one you belong to, or ask an admin to invite you.

Forbidden Workspace

Authorization

Wrong-tenant screen — signed in but not a member of this workspace, with a switcher to workspaces you belong to and a switch-account action.

Account suspended

Access to this account has been suspended and you've been signed out. Contact support if you believe this was in error.

Reason: Terms of Service violation

Account Suspended

Authorization

Suspended-account screen — shows the suspension reason and offers an appeal action with a submitted confirmation plus a contact-support link.

You don't have access

Your account isn't permitted to view Billing settings. Ask an admin for access or head back.

Error 403 — Forbidden. If you think this is a mistake, contact your workspace administrator.

Unauthorized 403

Authorization

Signed-in-but-forbidden screen — explains the missing permission, offers a request-access action with a sent confirmation, and a back link.

Upgrade to unlock Advanced analytics

This feature isn't included in your Free plan. Upgrade to Pro to turn it on.

Unlimited history & exports

Custom dashboards and reports

Priority support

Upgrade Required

Authorization

Plan-gated feature screen — a signed-in user hits a Pro-only feature, with the perks it unlocks, an upgrade action, and an ask-an-admin fallback that confirms once sent.

Benefit Setup

Manage the statutory and company benefits used across payroll.

Code	Benefit Name	Employer Share	Employee Share	Include in Payroll
SSS	Social Security System	9.5%	4.5%	Yes
PHIC	PhilHealth	2.5%	2.5%	Yes
HDMF	Pag-IBIG Fund	2%	2%	Yes
HMO	Health Maintenance Organization	100%	0%	No

Benefits Setup (v2)

Setups

Dialog-based benefit maintenance screen — a New Benefit action opens a modal for code, name, employer/employee contribution shares, and an Include in Payroll toggle, above a table searchable by code or name. Code is upper-cased on save, shares are validated as 0–100 percentages, one form handles both create and edit, and delete is confirmed through an Alert Dialog.

Department Setup

Manage the departments employees are assigned to.

Code	Department Name	Department Head	Head Count
HR	Human Resources	Maria Santos	8
FIN	Finance	Robert Cruz	12
IT	Information Technology	Angela Reyes	20
OPS	Operations	Juan Dela Cruz	35
SALES	Sales & Marketing	Liza Fernandez	15

Department Setup (v2)

Setups

Dialog-based department maintenance screen — a New Department action opens a modal for code, name, department head, and head count, above a table searchable by code, name, or head. Head count is validated as a whole number from 0 to 9999, one form handles both create and edit, and delete is confirmed through an Alert Dialog.

Position Setup

Manage the position codes, titles, and levels used across employee records.

Code	Title	Department	Level
DEV	Software Developer	Engineering	Rank & File
TL	Team Lead	Engineering	Supervisory
HRM	HR Manager	Human Resources	Managerial
CFO	Chief Financial Officer	Finance	Executive

Position Setup (v2)

Setups

Dialog-based position maintenance screen — a New Position action opens a modal for code, title, department, and level, above a table searchable by code, title, or department. Codes are stored upper-case and checked for case-insensitive uniqueness, one form handles both create and edit, and delete is confirmed through an Alert Dialog.

Agency Setup

Manage the manpower and service agencies used across the organization.

Agency Name	Contact Person	Contact Number
Manpower Solutions Inc.	Juan Dela Cruz	0917-123-4567
Bright Staffing Services	Maria Santos	0918-234-5678
Summit Workforce Group	Andres Reyes	(02) 8123-4567
Pioneer Outsourcing Corp.	Liza Mendoza	+63 920 345 6789

Agency Setup

Setups

Manpower and service agency register — a New Agency action opens a modal for name, contact person, and contact number, above a table searchable across all three. Contact numbers accept the usual grouping symbols and render as tel: links, and delete is confirmed through an Alert Dialog.

Payroll Schedule Setup

Define the cut-off windows and pay dates payroll runs against.

Schedule Name	Frequency	Cut-off	Pay Date
Rank & File Semi-Monthly	Semi-Monthly	1st – 15th	20th
Management Monthly	Monthly	1st – 30th	5th
Field Crew Weekly	Weekly	1st – 7th	11th
Contractual Semi-Monthly	Semi-Monthly	16th – 31st	5th

Payroll Schedule Setup

Setups

Cut-off and pay date maintenance screen — a New Schedule action opens a modal for name, frequency, and three day-of-month pickers, above a table that renders the cut-off window as an ordinal range. The cut-off end is validated against its start, and delete is confirmed through an Alert Dialog.

Shift Setup

Manage the work shifts employees can be scheduled against.

Shift Name	Login	Breakout	Breakin	Logout	Night Shift	Paid Break
Day Shift	8:00 AM	12:00 PM	1:00 PM	5:00 PM	No	No
Mid Shift	2:00 PM	6:00 PM	6:30 PM	11:00 PM	No	Yes
Graveyard Shift	10:00 PM	2:00 AM	3:00 AM	7:00 AM	Yes	Yes
Split Shift	6:00 AM	10:00 AM	3:00 PM	7:00 PM	No	No

Shift Setup (v2)

Setups

Dialog-based shift maintenance screen — a New Shift action opens a modal for name, four native time inputs, and Night Shift / Paid Break checkboxes, above a searchable table that renders the 24-hour stored values as 12-hour times. One form handles both create and edit, and delete is confirmed through an Alert Dialog.

Salary Grade Setup

Manage the salary grades and steps used to band employee pay.

Grade	Step	Min Salary	Max Salary	EMR Days
Grade 1	1	₱15,000	₱18,000	5
Grade 1	2	₱18,000	₱21,000	5
Grade 2	1	₱21,000	₱25,000	5
Grade 3	1	₱25,000	₱32,000	6
Grade 4	1	₱32,000	₱45,000	7

Salary Grade Setup (v2)

Setups

Dialog-based salary grade maintenance screen — a New Salary Grade action opens a modal for grade, step, min/max salary, and EMR days, above a table searchable on the combined grade-and-step label with salaries rendered as PHP currency. Max salary must sit at or above min, and delete is confirmed through an Alert Dialog.

Loan Type Setup

Manage the loan types and terms employees can borrow under.

Code	Loan Type	Interest	Max Term	Max Amount
SSSL	SSS Salary Loan	10%	24 mo.	₱50,000
HDMFL	Pag-IBIG Multi-Purpose Loan	10.75%	24 mo.	₱100,000
COOP	Cooperative Loan	12%	12 mo.	₱30,000
COMP	Company Loan	0%	6 mo.	₱20,000

Loans Setup (v2)

Setups

Dialog-based loan type maintenance screen — a New Loan Type action opens a modal for code, name, interest rate, maximum term, and maximum amount, each numeric field carrying its unit as an input-group addon, above a searchable table with amounts as PHP currency. Interest is capped at 100%, the term is 1–360 whole months, and delete is confirmed through an Alert Dialog.

Other Deductions Setup

Manage the non-statutory deductions taken against employee pay.

Code	Deduction Name	Computed Type	Max Amount
UNIF	Uniform Deduction	Fixed Amount	₱1,500
CASH	Cash Advance	Fixed Amount	₱10,000
TARDY	Tardiness Deduction	Percentage	10%
DAMAGE	Property Damage	Fixed Amount	₱5,000

Deductions Setup (v2)

Setups

Dialog-based deduction maintenance screen — a New Deduction action opens a modal for code, name, a Fixed Amount / Percentage computed type, and a maximum amount whose addon and validation follow that type, above a table that formats each row the same way. One form handles both create and edit, and delete is confirmed through an Alert Dialog.

Calendar

Payroll dates, holidays, and team milestones in one place.

Team Calendar

Setups

Multi-view team calendar — month grid with per-day popovers, week grid, single-day list, and month agenda. Payroll runs, holidays, birthdays, tenure milestones, and retirements are derived from mock fixtures for the visible month; Events are the one user-editable category, and a legend of toggle chips filters what is shown.

Resource	view	create	edit	delete
Projects Project boards and tasks
Documents Shared files and docs
Invoices Billing records
Users Team member accounts
Settings Workspace configuration