Persona navigation
Turn off personas, modules, or pages org-wide, or customize which personas can open a page.
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Documentation · Workflows
User flows
Step-by-step workflows grouped in one place. Each card links to the scenario walkthrough, the screen reference guide, and the broader use case catalog.
Screen guides explain what the page shows. Scenarios explain how to complete the task. Use cases list the full business catalog.
Open a workflow or simulator
Jump directly — scenario walkthroughs, interactive flag simulators (two tabs: table flow + live behavior), or the full data-flow hub.
All data-flow simulators8 interactive tools — leave, timesheet, attendance, delegation, roles, persona, working dayOpen hub →
Leave request simulatorSUBMITTED → approve → promoteOpen simulator →
Timesheet simulatorWeek status, submit, manager approveOpen simulator →
Attendance simulatorMark, approve, regularizationOpen simulator →
Delegation & inboxcanAct, universal inbox, acting-forOpen simulator →
Roles simulatorpersonaModules, switcher, Role Bar, org overridesOpen simulator →
Persona nav simulatorpagePersonaMap, org kill lists, route guardsOpen simulator →
Scenario User Guide65 step-by-step workflows with QA checklistsOpen guide →
Documentation hubs
Admin & access flows
Data flow hub / simulator
User flow (scenario)
Screen guide
Use cases
Roles & persona modules
Configure which personas a role may use, defaults, and the Advanced permission matrix.
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Application configuration
Edit org.json / role.json reference values and verify feature flags.
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Audit review
Filter the unified audit trail and export evidence for compliance.
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HRMS flows
Data flow hub / simulator
User flow (scenario)
Screen guide
Use cases
Create employee
Run the employee create wizard and provision access.
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Log & submit timesheet
Enter weekly hours, submit (or submit on behalf), and verify locks.
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Approve timesheet
Manager approval inbox, reject/lock, and audit trail.
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Work-Time Governance
Enable the default-off catalog, then submit timesheets under validation and optional chain fallback.
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Apply & approve leave
Employee apply flow and manager approval with calendar impact.
Open
Mark & approve attendance
Daily presence matrix and regularization approvals.
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Shift policies
Define work-week calendars used by leave day counting.
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Project & sales flows
Data flow hub / simulator
User flow (scenario)
Screen guide
Use cases
Create project
Seven-step project create wizard for delivery teams.
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Task board
Move work items across board columns and track activity.
Open
Bid requests
Intake and triage opportunities in the sales pipeline.
Open
Purchase orders
Contract register and PO detail breakdown.
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