# BizlumoAI user guide

> BizlumoAI is HR and payroll software for Indian businesses: attendance (face check-in kiosk on any Android phone or tablet, GPS check-in, fingerprint machines), leave, payroll with PF, ESI, Professional Tax and TDS, expenses, loans, compliance reports and a mobile app for employees. This file lists every section of the user guide as a small Markdown file.

The full guide in one file: https://bizlumoai.com/docs/guide.md. The same guide as a web page: https://bizlumoai.com/docs/


## Getting started

- [What BizlumoAI is](https://bizlumoai.com/docs/md/what-bizlumoai-is.md): The product has three parts that work together.
- [Setup time](https://bizlumoai.com/docs/md/setup-time.md): Most companies are ready to take attendance in about 10 minutes. Using every feature once takes about 33 minutes.
- [Which features do you need](https://bizlumoai.com/docs/md/which-features-do-you-need.md): You do not need every feature. Start with the few that fit your business and add more later. Each feature page in this guide has a When to use it table with mor
- [Sign up](https://bizlumoai.com/docs/md/sign-up.md): Open the BizlumoAI website. Click Start Free at the top right, or the big Start Free — Up to 10 Employees button.
- [Log in](https://bizlumoai.com/docs/md/log-in.md): 1. On the app home screen click Admin Login.
- [The setup checklist](https://bizlumoai.com/docs/md/the-setup-checklist.md): The first time you log in you see a welcome screen. It lists the things to set up for your kind of business. Click Let's go to begin, or Skip for now.

## First setup, step by step

- [1. Company details](https://bizlumoai.com/docs/md/1-company-details.md): Fill in your company details first. They appear on payslips, reports and the login page.
- [2. Attendance rules](https://bizlumoai.com/docs/md/2-attendance-rules.md): Every field on this tab, with its choices, starting value and an example, is explained in Settings: Attendance.
- [3. Turn features on or off](https://bizlumoai.com/docs/md/3-turn-features-on-or-off.md): Your business type switched on some features. Open Settings, click the Modules tab and tick the others you need. A feature that is off disappears from the left 
- [4. Departments](https://bizlumoai.com/docs/md/4-departments.md): Click the three dots on a department.
- [5. Shifts, rotations and breaks](https://bizlumoai.com/docs/md/5-shifts-rotations-and-breaks.md): To put people on a shift, click the three dots on the shift and choose Assign to employees, or set it as a department's default shift.
- [6. Work sites](https://bizlumoai.com/docs/md/6-work-sites.md): A work site is a place where staff check in: an office, shop, factory or project site.
- [7. Add employees](https://bizlumoai.com/docs/md/7-add-employees.md): Open Employees and click + Add Employee. Only Full Name, Email, Password and Gender are required. The employee ID, such as EMP-0001, is given automatically.
- [8. Salary rules](https://bizlumoai.com/docs/md/8-salary-rules.md): Templates are added to every new employee automatically, so you do not type the same allowance each time.
- [9. Invite your team](https://bizlumoai.com/docs/md/9-invite-your-team.md): Only a Super Admin can add, change, switch off or remove another Super Admin. An admin who can manage admin users but is not a Super Admin sees Only a Super Adm

## Daily work

- [Dashboard](https://bizlumoai.com/docs/md/dashboard.md): The dashboard is the first page after login. It shows today at a glance.
- [Employees](https://bizlumoai.com/docs/md/employees.md): Click the three dots at the end of a row.
- [Attendance](https://bizlumoai.com/docs/md/attendance.md): On a rotating roster, the person's rest day is a paid weekly off. It shows as WO on the muster roll, not as absent.
- [Leaves](https://bizlumoai.com/docs/md/leaves.md): The Leaves page has three tabs: Requests, Calendar and Leave Types.
- [Comp Off](https://bizlumoai.com/docs/md/comp-off.md): Comp off is a day of leave earned by working on a holiday or weekly off.
- [Documents](https://bizlumoai.com/docs/md/documents.md): Keep each employee's papers in one place.
- [Referrals](https://bizlumoai.com/docs/md/referrals.md): Let staff recommend people for your open jobs.
- [Awards](https://bizlumoai.com/docs/md/awards.md): Awards show on the dashboard and on the employee's profile.
- [Expense Claims](https://bizlumoai.com/docs/md/expense-claims.md): Staff upload bills from the mobile app. You approve them here.
- [Company Expenses](https://bizlumoai.com/docs/md/company-expenses.md): Track what the company itself spends, such as rent or internet bills.
- [Payroll](https://bizlumoai.com/docs/md/payroll.md): Open Payroll. It has three tabs: Payslips, Templates and Statutory.
- [Loans & Advances](https://bizlumoai.com/docs/md/loans-and-advances.md): Requests from the app show as Pending on the Loans & Advances page. Click Approve and confirm, or Reject. Once approved, the instalment is taken from each month
- [Notice Board](https://bizlumoai.com/docs/md/notice-board.md): Employees see the notice in the app and tap to acknowledge it. Click Read by under the notice to see how many have read it and who has not. Use Edit or Remove t
- [Holidays](https://bizlumoai.com/docs/md/holidays.md): Holidays are not counted as absent days. Employees see the list in the app.
- [Birthdays](https://bizlumoai.com/docs/md/birthdays.md): The Birthdays page shows upcoming birthdays and work anniversaries. Change the Window to look further ahead. Click Send Wishes to open a ready message that you 
- [Compliance](https://bizlumoai.com/docs/md/compliance.md): Ready-to-file summaries for PF, ESI, Professional Tax and TDS.
- [Reports](https://bizlumoai.com/docs/md/reports.md): The Bulk Operations bar at the top has Import Employees, Export Employees and a link to the Attendance page.
- [Activity Log](https://bizlumoai.com/docs/md/activity-log.md): The Activity Log is a record of who did what.
- [Roles](https://bizlumoai.com/docs/md/roles.md): A role decides what an admin can open and change.
- [Companies](https://bizlumoai.com/docs/md/companies.md): Run more than one company under one login and one bill.
- [Fingerprint machines](https://bizlumoai.com/docs/md/fingerprint-machines.md): If you already have a fingerprint machine at the gate, you can keep using it.
- [Subscription](https://bizlumoai.com/docs/md/subscription.md): Only the account owner sees Subscription in the left menu.
- [Notifications](https://bizlumoai.com/docs/md/notifications.md): Click the bell in the top bar.

## Settings, every option

- [How Settings works](https://bizlumoai.com/docs/md/how-settings-works.md): Settings has five tabs: Company, Attendance, Devices & Kiosk, Security and Modules.
- [Settings: Company](https://bizlumoai.com/docs/md/settings-company.md): The Company tab has four parts: Company Identity, Localisation, Branding and Business Type.
- [Settings: Attendance](https://bizlumoai.com/docs/md/settings-attendance.md): The Attendance tab has six parts: Working Hours, Day Calculation Rules, Verification, Missed Checkout Policy, Session Mode and Attendance Reminder Notification.
- [Settings: Devices & Kiosk](https://bizlumoai.com/docs/md/settings-devices-and-kiosk.md): The tab has four parts: Verification, Kiosk Security, Kiosk Audio and Biometric devices.
- [Settings: Security](https://bizlumoai.com/docs/md/settings-security.md): This tab changes the password of the admin who is logged in, nobody else's.
- [Settings: Modules](https://bizlumoai.com/docs/md/settings-modules.md): Each tick turns one optional feature on for this company. Turning a feature off:

## Mobile app guide

- [Install and log in](https://bizlumoai.com/docs/md/install-and-log-in.md): The Android app is on Google Play. It needs Android 7.0 or newer. An iPhone app is coming soon.
- [For employees](https://bizlumoai.com/docs/md/for-employees.md): The home screen shows a greeting, a big check-in button, hours this week, leave balance, the latest payslip and new notices. Pull down to refresh.
- [For admins](https://bizlumoai.com/docs/md/for-admins.md): Admins see a smaller set of tools in the app, made for quick work away from the desk.
- [Face check-in kiosk](https://bizlumoai.com/docs/md/face-check-in-kiosk.md): No. The kiosk is one way to take attendance, not a must. Any business can run BizlumoAI without it. You can also mix methods, with one team on the kiosk and ano

## Plans and help

- [Plans and pricing](https://bizlumoai.com/docs/md/plans-and-pricing.md): | Plan | Employees | Price per month | Free trial |
- [Your data and privacy](https://bizlumoai.com/docs/md/your-data-and-privacy.md): - All customer data is stored on servers in India.
- [Common questions](https://bizlumoai.com/docs/md/common-questions.md): About 10 minutes for the basics: sign up, company details, a shift, a work site, your first employee and salary rules. Add about 30 seconds per employee to regi
- [Contact support](https://bizlumoai.com/docs/md/contact-support.md): We reply within 24 business hours.