Performance management
Performance review register: review type, period, employee and reviewer, KPI, OKR and behaviour scores, overall rating, PIP and promotion flags, development plan. Use for performance reviews.
Skills for your AI
AI skills for insurance & risk
Petty cash management
Petty cash register: entry number, date and type, payee and purpose, cash in and out, running balance, cash limit flag, custodian, physical count and variance. Use for petty cash.
Policy acknowledgement
Policy acknowledgement register: employee, policy and version, sent and due dates, acknowledged date and flag, days overdue, reminder sent and status. Use for policy sign-off tracking.
Policy library
Policy register: name, version, category, owner and approver, applies to, compliance framework, acknowledgement requirement, effective date and next review. Use for policy management.
Pre boarding
Pre-boarding checklist: task, employee and department, owner, category, joining and due dates, documents received, laptop, email and account-record readiness, status. Use for pre-boarding.
Presentation deck
Build an evidence-linked slide register after context-first intake. Use when an SME needs a presentation deck, speaker notes, or a structured business story.
Probation tracker
Probation register: employee, start and end dates, 30, 60 and 90-day review scores, overall score and confirmation letter. Use for probation tracking.
Project based performance
Project performance review: role, project and manager, delivery, quality and collaboration scores, overall score and feedback. Use for project appraisals.
Projects work management
Project register: owner, team, priority, progress percentage, milestones, deliverables and budget against actual cost. Use for project tracking.
Promotion upgrade requests
Promotion register: current and requested role and grade, justification, OKR and behaviour scores, time in role, salary proposal and decision. Use for upgrade requests.
Purchase accounting
Purchase register: supplier, invoice, gross amount, VAT and TDS, net payable, ledger account and payment balance. Use for purchase accounting.
Receipt accounting
Receipt register: payer, mode, gross amount received, invoice allocation, unapplied amount and TDS collected. Use for receipt and sales-income accounting.
Recognition rewards
Recognition register: employee, reward type, category, visibility, message and points awarded. Use for employee recognition programs.
Recruitment pipeline
Recruitment pipeline: candidate, position, stage, source, applied and interview dates, interview score, notice period and offer. Use for hiring tracking.
Remote work tracker
Remote work register: employee, location, week start, HQ versus remote days, core-hours compliance and manager approval. Use for hybrid work tracking.
Reports analytics
Report register: type, source modules, owner, audience, frequency, last and next run and report link. Use for reporting governance.
Salary benchmarking
Salary benchmark register: role, department and grade against market and internal minimum, median and maximum. Use for compensation review.
Salary wage accounting
Payroll register: gross, allowances, TDS and provident fund deductions, net pay, payment date and statutory reconciliation. Use for salary accounting.
Sales accounting
Sales register: customer, invoice, gross amount, discount, VAT and TDS, net receivable, credit terms and balance. Use for sales accounting.
Seo directory backlinks
Directory and backlink register: platform, domain, target URL, follow attribute, authority and spam scores, approval and NAP-match status. Use for SEO citation tracking.
Skill gap analysis
Skill gap register: employee, skill area, current against required level, gap severity and recommended training. Use for capability planning.
Social media setup
Social media register: platforms and handles, post captions and hashtags, publishing cadence, approval status and profile checklist. Use for social account setup.
Sop company wiki
SOP and company wiki register: title, category, department, owner, version, priority and review dates. Use for process documentation.
Source document filing
Source document register: document type and number, party, amount, index key, storage location, retention period and verification. Use for document filing.