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BORG ERP - Brief Introduction

  • How does Borg Desk Workplace ERP Work for SMEs (Small & Medium Business)?

BORG Common Queries

  • How to login to my BORG Desk Workplace account. Can you suggest, how it can be done?
  • Can i modify the company name wiith new name and GSTIN in BORG Desk Workplace ?

BORG HRMS & Payroll

  • How do I define access to an HRMS user account for Add Attendance from Admin in BORG Attendance Workplace ?
  • How can an Admin restrict manual attendance for any team member or Employee in a Borg Desk Workplace account?

BORG Accounts Book

  • Outstanding Payment Followup : How to followup & recover outstanding receivables from clients ?
  • Latest Update : Banking Transaction Search Filter Modification with new field Transaction Type
  • Latest Update : Invoice Number in the Invoicing List turns blue or green for easy identification & Action, See How ?
  • How to do CRM Payment & Account Activation from Main BORG Desk Workplace Admin Account ?
  • How we can create the PI and TI directly from the sales quotation in Borg Desk Workplace account ?

MIS Reports

  • What is MIS Report and what actually it does for you in Borg Desk Worplace Account ?

Borg Desk Task Force

  • What are the benefits and how Recurring Tasks work in the BORG Desk Workplace System?
  • How to Create Recurring Tasks in BORG Desk Workplace - Task Force Module ?

3rd Party Integration

  • How does WhatsApp Lite templates work in Borg Desk Workplace ERP
  • How can biometric attendance be integrated with my Borg Desk Workplace account ?
How to apply leave by an employee?

Leave can be applied by either employee or by HR on behalf of Employee if needed.

To apply Leave or Manage Leave taken by employee, follow following steps-

Login to Borg Suite --------- > Go to “Human Resource” Module --------- > Click on “Manage Leave” ------- > Click on “+ Sign” to add Leave -------- >  Select Employee & fill details  ------ > Click on “Request Leave” to add Leave ------- > Leave shall be added successfully

If 'Leave' to be modified or updated follow below steps-

Login to Borg Suite --------- > Go to “Human Resource” Module --------- > Click on “Manage Leave” in side bar menu ------- > Go to “Action” Column in the Leave list-------- >  Click on “Edit Icon” ------ > Update details as shown below

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/918506009898 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
June 26, 2021
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