Policy research, stakeholder analysis, report writing. Left for growth opportunity.
Junior Researcher · Infosys Foundation
Jun 2014 – Dec 2016 · 2 years 6 months
CSR programme evaluation, field data collection. Contract ended.
Onboarding Progress
Personal Details
Education
Work Experience
4
Background Check
Psychometric
Background Verification in progress — Employer verification sent to Deloitte India on 12 Apr 2022. Awaiting response. Police verification submitted, reference No: PV/BLR/2022/4521.
Onboarding Checklist
Offer letter signedDone
ID documents submittedDone
Bank details collectedDone
Assets issuedDone
System access grantedDone
BGV completedPending
Psychometric doneDone
Documents Uploaded
Aadhaar Card.pdfVerified
PAN Card.pdfVerified
Degree Certificate.pdfVerified
Relieving Letter — Deloitte.pdfUploaded
Upload document…
Assets Issued 4 items · Linked to Inventory
Asset
Code
Issued
Condition
Dell XPS 15
INV-001
Apr 2022
Good
ID Card
INV-045
Apr 2022
Good
Access Card
INV-046
Apr 2022
Good
iPhone 13
INV-112
Jun 2023
Good
Subscriptions 4 active · Linked to Inventory
Tool
Plan
Since
Status
Google Workspace
Business
Apr 2022
Active
Slack
Pro
Apr 2022
Active
GitHub
Team
Jun 2022
Active
Notion
Team
Jan 2023
Active
Work Assignments Linked to Tasks & Projects
Ongoing (3)
Prepare Q1 donor impact report
HPHF Core · Due 20 May 26
45%
Field data analysis — Rajasthan
FAC ED · Due 30 May 26
70%
NEXEL curriculum review
NEXEL · Due 25 May 26
20%
Completed (5 this month)
GST filing support — Mar 2026
Completed 5 May 26
Stakeholder mapping — cohort 3
Completed 28 Apr 26
Offboarding Checklist Locked — Staff Active
Laptop — Dell XPS 15 recovered
ID Card recovered
Access Card recovered
Subscriptions deactivated
Work handover completed
Relieving letter issued
Work experience certificate issued
Final payslip issued
Work Completion
94%
Tasks done on time
Rule Adherence
88%
Policy compliance
Timeliness
91%
Reporting & attendance
Overall Score
91%
Weighted average
6-Month Score Trend
May 26 92%
Apr 26 92%
Mar 26 89%
Feb 26 85%
Jan 26 88%
Dec 25 93%
Monthly Breakdown
Month
Work Completion
Rule Adherence
Timeliness
Overall
May 2026
94%
90%
93%
92%
Apr 2026
96%
88%
91%
92%
Mar 2026
92%
85%
90%
89%
Feb 2026
88%
82%
86%
85%
Jan 2026
90%
86%
89%
88%
Dec 2025
95%
91%
94%
93%
Background Verification In Progress — 1 of 2 employer verifications pending. Police verification cleared.
Highly self-directed with strong analytical skills. Works best with clear goals and autonomy. Excels at deep research, detailed documentation, and independent problem-solving. Prefers structured feedback cycles over collaborative brainstorming.
Assessment completed: 20 Apr 2022 · Administered by: HR Team · Next due: Apr 2025 Overdue
Trait Profile
Self-Direction
9/10
Analytical Thinking
8/10
Communication
7/10
Adaptability
7/10
Collaboration
6/10
Leadership
5/10
Role Fit Analysis
Trait Required
Required Level
Staff Level
Fit
Self-Direction
High
9/10
Excellent
Analytical Thinking
High
8/10
Strong
Communication
Medium
7/10
Good
Collaboration
Low
6/10
Sufficient
This view shows all open staff requirements and indicates how well this staff member matches each one.
Senior Research Lead — PGR Platform Dev
Full Time · Research Dept · Posted 10 May 26
96%
Match
ResearchAnalysisReport Writing
Programme Manager — PS 24X7 Family Clinic
Full Time · Operations · Posted 5 May 26
71%
Match
Programme ManagementLeadership
Data Analyst — BL Blueprint ODE4PH
Contract · Research · Posted 1 May 26
55%
Match
Data AnalysisStatistics
Attendance
Monthly grid — click any cell to update
Legend:PPresentAAbsentHHolidayWWFHLLeave
Tasks
Assignments, progress and completion · Linked to Projects
Communications Assigned to You
Inbox items awaiting your follow-up · click any to open in Communications
FY26 Q1 milestone review — impact deck
High
Dr. Anand Kumar · Convergence Catalyst
In Progress due 3 JunC-2026-047
Application — Senior Research Lead
Medium
Shreya Joshi · Job applicant
In Progress due 2 JunC-2026-043
To Do 6
Prepare Q1 donor impact report
HighHPHF Core 20 May
NP
Nandhini
Update MCA compliance tracker
MediumAdmin 22 May
KP
Kiran
Finalise NEXEL workshop curriculum
HighNEXEL · BL
PS
Pooja
Stakeholder interview — PRD Module 4
MediumPRD 25 May
RR
Radhakrishnan
Roster W22 publish & communicate
MediumOperations
SP
Sarath
Reimbursement settlement — Apr batch
HighFinance
VV
Viduthalai
In Progress 5
Field data collection — Rajasthan
HighBL · ODE4PH
Progress65%
EK
Ezhil Mangai
FACSuite reporting module dev
MediumPGR · Tech
Progress80%
24X7 Clinic — SoP documentation
MediumPS · 24X7
Progress50%
OV
Oviya
Annual board meeting minutes
MediumHPHF Core
Progress30%
AM
Anitha
Market survey data validation
HighPRD · Market Study
Progress90%
SB
Susmitha
Done 7
GST filing — Mar 2026
Done5 May
Onboard Srinithy — induction complete
Done2 May
April payroll — all 11 staff
Done30 Apr
PGR sprint review — milestone 3
Done28 Apr
BGV initiated — Nandhini & Oviya
Done25 Apr
Invoice sent — Convergence Catalyst #0013
Done22 Jan
W20 Saturday review — all teams
Done18 May
Communications
Inbox of all incoming messages · email, WhatsApp & phone calls · assign, follow-up & supervisor close-out
Inbox · all channels
47
last 30 days
Unassigned
3
need triage
In Progress
12
with follow-up
Awaiting Closure
7
supervisor review
Closed this week
18
avg cycle 2.4 d
SLA Breach
2
> 48h no action
Email
24
12 open · 4 awaiting closure · 8 closed
WhatsApp
15
5 open · 2 awaiting closure · 8 closed
Phone Calls
8
2 open · 1 awaiting closure · 5 closed
Inbox · 47 messages
Newest first
Documents
147 files · 412 versions · all entities, all projects · full version history
Total files
147
Versions stored
412
Storage
3.4 GB
Updated this week
18
Pending review
6
Folders
Compliance
38 files · 112 versions
Contracts
24 files · 67 versions
HR Records
41 files · 89 versions
Research
29 files · 84 versions
Financial
15 files · 60 versions
All files · version history at-a-glance
Click any version chip to open history
Name
Tags
Latest by
Updated
Versions
HPHF_Annual_Report_2025.pdf
2.4 MB · HPHF Foundation
ComplianceReport
Nandhini
12 May 26
v4
BalanceSheet_FY25-26.xlsx
1.1 MB · FAC LLP
Financial
Kiran
10 May 26
v7
MCA_Form_AOC-4_2025.pdf
840 KB · NEXEL
Compliance
Viduthalai V.
08 May 26
v3
QnQ_Sector_Codebook.xlsx
680 KB · QnQ project
ResearchIndex sheet
Pavithra N.
18 May 26
v4
HPHF_Strategy_Deck.pptx
12.4 MB · HPHF Strategy
ContentProject update
Arjun S.
17 May 26
v6
Payroll_Apr_2026.xlsx
320 KB · FAC LLP
HR
Kiran
30 Apr 26
v2
MoU_HPHF_QnQ_2023.pdf
620 KB · contracts archive
Contract
Kiran
21 Jan 23
v1
GST_Return_Mar26.pdf
410 KB · FAC LLP
Compliance
Kiran
05 May 26
v2
Andiran_Chapter_Draft.docx
1.8 MB · Andiran Field Study
ContentResearch
Ramesh M.
16 May 26
v3
QnQ_SST_Q1.xlsx
2.1 MB · QnQ Sector Report
SSTResearch
Pavithra N.
14 May 26
v5
HPHF_LinkedIn_post-bank.zip
28 MB · HPHF social
Social MediaContent
Divya R.
15 May 26
v8
Team_Report_W20.docx
240 KB · Research team weekly
Team report
Lakshmi I.
11 May 26
v2
Activity log · last 5 changes
File
Action
By
Date
Version
Tag
QnQ_Sector_Codebook.xlsx
New version
Pavithra N.
18 May · 11:20
v4
Index sheet
HPHF_Strategy_Deck.pptx
New version
Arjun S.
17 May · 16:40
v6
Content
Andiran_Chapter_Draft.docx
Comment
Lakshmi I.
16 May · 14:08
v3
Content
QnQ_SST_Q1.xlsx
Restored
Kiran
14 May · 10:02
v5
SST
HPHF_Annual_Report_2025.pdf
Uploaded
Nandhini
12 May · 09:14
v4
Compliance
Team Documents
My team's uploads · team reports & project updates I publish · full version history per file
My team's files
62
My team reports
18
Project updates
14
Awaiting my review
5
Versions stored
186
My team reports
Team_Report_W21.docx
This week · 7 sections · draft
18 May
v2
Team_Report_W20.docx
Final · circulated to admin
11 May
v2
Team_Report_W19.docx
Final · archived
04 May
v3
Q1_team_summary.pptx
Quarterly · presented at all-hands
02 May
v4
Hiring_proposal_2026.docx
Draft for admin · 2 roles
28 Apr
v3
Project updates
QnQ_progress_W21.docx
Sector report on track · 72%
18 May
v1
HPHF_strategy_update_May.pptx
Monthly review · concerns flagged
15 May
v2
Andiran_field_log_W21.xlsx
Daily log · 14 villages covered
17 May
v5
Avvai_donor_brief.pdf
Status note · delayed · escalated
14 May
v3
Nalli_onboarding_notes.docx
Early stage · capacity plan
12 May
v1
Uploaded by my team · pending review
5 to review
File
Tags
By
Project
Versions
QnQ_Sector_Codebook.xlsx
680 KB · 2024 update applied
Index sheet
Pavithra N.
QnQ Sector
v4
Andiran_Chapter_Draft.docx
1.8 MB · v2 → v3 with my comments
Content
Ramesh M.
Andiran Field
v3
QnQ_SST_Q1.xlsx
2.1 MB · sample-survey transcript
SST
Pavithra N.
QnQ Sector
v5
HPHF_LinkedIn_post-bank.zip
28 MB · 6 posts for May
Social Media
Divya R.
HPHF / Comms
v8
HPHF_Strategy_Deck.pptx
12.4 MB · cover refresh + 4 slides
Content
Arjun S.
HPHF Strategy
v6
5 files from my team need my review before I forward them to admin for final lock.
Addressing the Growing Burden of Non-Communicable Diseases (NCDs)
"Local Women Entrepreneurship Enabling Increased Health Coverage"
Net Outcome
-₹6.00 L
non-recoverable preparatory costs
≈ USD 7,340 (closure)
Project Timeline
Jan 23 — Apr 23
FY 22-23 · closed 29 Apr 23
Partners Involved
QnQ Healthcare Pvt Ltd
MoU signed 21/01/23 · cancelled 16/03/23
Total Project Expenditure
₹8,00,000
≈ USD 9,700 initial outlay
Refund Received
₹2,00,000
from QnQ · 28 Apr 23
Project Brief
This initiative sought to establish a women-led Community Clinic Model to address the growing burden of Non-Communicable Diseases (NCDs) at the community level. Designed as an integrated primary care platform, the model combined a community-based pharmacy, scheduled part-time doctor consultations, full-time teleconsultation support, and structured outreach services to ensure continuous and accessible care.
The main focus was strengthening the capacity of Auxiliary Nursing Midwives (ANMs) by equipping them with enhanced clinical skills, digital health competencies, and leadership capabilities — elevating the professional role and socio-economic standing of women health workers within their communities.
By integrating service delivery with capacity building, the project aimed to create a sustainable, community-owned healthcare model where women serve as catalysts for improved health outcomes and long-term social development.
HealthcareNCDsWomen empowermentPrimary careANMsPharmacyTier-2 city pilotCuddalore · Thozhudhur
Profit & Loss Statement
All amounts in INR · Cumulative across the project
S.No
Category
Amount (₹)
Revenue
1
Operations
0
2
Other sources (Return of payments)
2,00,000
Total Revenue
2,00,000
Expenses
1
Partnership / Collaboration
1,02,650
2
Salary
50,000
3
Infrastructure Establishment
5,71,350
4
Compliances and Registration
33,500
5
Professional and Conveyance
42,500
Total Expenses
8,00,000
Net (Loss)
(6,00,000)
P&L Summary · Year-wise
Spanning FY 22-23 · 23-24
S.No
Details
22-23
23-24
Net
1
Revenue
—
2,00,000
2,00,000
2
Expenses
8,00,000
—
8,00,000
Profit / (Loss)
(8,00,000)
2,00,000
(6,00,000)
Upon closure, the project reflects a net expenditure of INR 6,00,000 (≈ USD 7,340), after accounting for the partial refund received. This amount represents non-recoverable preparatory and development costs.
Activities & Timeline
9 activities · Jan 23 — Apr 23 · chronological
Date
Activity
Related Files
21/01/2023
MoU signed with QnQ Private Limited
Operationalise the proposed women-led Community Clinic Model under a collaborative framework
MoU HPHF and QnQ.pdf
21/01/2023
Pharmacy location planned at Thozhudhur, Cuddalore District
Tier-2 city pilot
—
25/01/2023
Location secured — advance paid, civil works started
Infrastructure establishment phase 1
QnQ expenditure break — Final
19/02/2023
Constraints identified for establishing the Pharmacy network
Internal review of feasibility
Current Issues in Starting Queenbee Network in Thozhudhur 16.02.2023
28/02/2023
Internal discussion — MoU cancellation
No alignment on fixing drug price & HPHF value-added services
Effective 29/04/2023 · no further financial commitments
Closure Memo.pdf
Closure Narrative
Following the execution of the MoU, HPHF made an initial investment of ₹8,00,000 towards preparatory activities, infrastructure planning, partnership alignment, and preliminary operational setup.
During the implementation phase, differences arose concerning certain key operational and partnership terms. Despite efforts to reconcile these differences and realign expectations, a mutually agreeable framework could not be established. In the interest of institutional governance, financial prudence, and long-term strategic sustainability, the decision was taken to discontinue the project under the existing arrangement.
Subsequently, QnQ Private Limited refunded an amount of ₹2,00,000 to HPHF. The remaining expenditure reflects costs already incurred towards planning, coordination, and preparatory activities.
Outputs
1
SoP for Pharmacy Establishment
Even though the project was discontinued, the Pharmacy Establishment SoP became a reusable institutional asset for future deployments.
Team Members Involved
5
HPHF
MK
Mr. Manikandan
Project Manager, HPHF
SK
Dr. Selvakumar
Medical Director, HPHF
QnQ Healthcare
RK
Mr. Radhakrishnan
VP — MSFO, QnQ
KJ
Dr. Kathirvel J
CEO, QnQ
RJ
Mr. Raja
Manager, QnQ
Reference Files
4
Literature Review
Designing & Conceptualisation — SST
Adoption & Implementation
Impact Assessment Discussion
Annexure
Financial Statements · Transaction Detail
9 transactions · Jan 23 — Feb 23 · traced from Balance Sheet ledger
S.No
Transaction Date
Category
Details
Amount (₹)
1
21/01/2023
Partnership / Collaboration
MoU established with QnQ Healthcare
MoU charges as per QnQ norms
1,02,650
2
25/01/2023
Infrastructure Establishment
Shop rental agreement & advance payment
Thozhudhur, Cuddalore District
1,00,750
3
26/01/2023
Infrastructure Establishment
Electronic appliances purchase & installations
1,40,300
4
27/01/2023
Professional & Conveyance
Drug Licence Application for the Pharmacy
7,000
5
27/01/2023
Professional & Conveyance
Drug Inspector Inspection (Professional Fee)
26,500
6
30/01/2023
Professional & Conveyance
Professional & conveyance fees for HPHF Directors
Honorarium + TA/DA
42,500
7
01/02/2023
Infrastructure Establishment
Infrastructure & Civil Works (15 days of work)
2,91,390
8
17/02/2023
Infrastructure Establishment
Electrical work — repairs
38,910
9
28/02/2023
Salary
Feb 23 Salary for Project Manager
50,000
Total Expenditure
8,00,000
This is the standard Project Status Report template (v2). For active projects, sections like Tasks Completed, Documents Created, Datasets Generated, and IP & Publications appear in addition to the components above.
HPHF — Companies
Company maintenance for the 13-entity group · Avvai. 2,461 ledger entries. Status report uses the same template as the closed PS — Women Empowerment project.
PGR — Platform Development
2,054 ledger entries · Andiran-led. Status report uses the same template.
PS — 24X7 Family Clinic
1,203 ledger entries · community clinic ongoing. Status report uses the same template.
PRD — Market Study
179 ledger entries · Convergence Catalyst grant. Status report uses the same template.
BL — Blueprint for ODE4PH
451 ledger entries. Status report uses the same template.
Masters
All 21 master tables used across the Balance Sheet, Invoices and Project modules
13 Companies· 7 Internal · 6 External
ID
Company
Type
MCA Compliance
Activity
Actual Work
Claim / Return
01
HPHF
Section 8 · 12A · 80G
Internal
Yes
Yes
Yes
Yes
02
Andiran
Pvt Ltd · RRE
Internal
Yes
Yes
Yes
Yes
03
Avvai
Pvt Ltd · Balance Sheet
Internal
Yes
Yes
Yes
Yes
04
Kaari
Pvt Ltd
Internal
Yes
Yes
Yes
Yes
05
ORI
Pvt Ltd · HMIS
Internal
Yes
Yes
Yes
Yes
06
Velpari
Pvt Ltd · 2L Paying Students
Internal
Yes
Yes
Yes
Yes
07
Sevvi
Pvt Ltd · LMS / Revenue
Internal
Yes
Yes
Yes
Yes
08
Personal Bill
Director ITR pass-through
External
Yes
Yes
Yes
Yes
09
Nalli
External
Yes
Yes
Yes
Yes
10
Pachayammal LLP
External
No
Yes
No
Yes
11
Convergence Catalyst
External
No
No
No
Yes
12
Blue Lotus
External
No
No
No
Yes
13
QnQ
External
No
No
No
Yes
13 Bank Accounts· also used as "Company for Account Transfer"
Account Name
Bank
Branch
Account No.
IFSC
Type
Linked Co.
Dr. V Bank Account
HDFC
Koramangala
XXXX 8141
HDFC0001234
Savings
HPHF
HPHF — Axis — Company
Axis
MG Road
XXXX 4421
UTIB0000044
Current
HPHF
Employee Bank Account
Multiple
—
—
—
Reimb Pool
HPHF
Cash
—
—
—
—
Cash
HPHF
HPHF — Axis — PRD
Axis
MG Road
XXXX 6712
UTIB0000044
Current
HPHF
Nalli — HDFC
HDFC
T. Nagar
XXXX 9034
HDFC0000114
Current
Nalli
Kaari — HDFC
HDFC
Indiranagar
XXXX 1187
HDFC0001157
Current
Kaari
Valvilori — HDFC
HDFC
HSR Layout
XXXX 4509
HDFC0001233
Current
—
Sevvi — HDFC
HDFC
Koramangala
XXXX 7782
HDFC0001234
Current
Sevvi
Velpari — HDFC
HDFC
Koramangala
XXXX 3651
HDFC0001234
Current
Velpari
Andiran — HDFC
HDFC
Koramangala
XXXX 9210
HDFC0001234
Current
Andiran
Avvai — HDFC
HDFC
Koramangala
XXXX 6628
HDFC0001234
Current
Avvai
HPHF — HDFC
HDFC
Koramangala
XXXX 4821
HDFC0001234
Current
HPHF
5 Projects · 17 Sub-projects
Projects
ID
Project
Sub-projects
01
NEXEL
5
02
BALANCE SHEET
4
03
WAR ROOM LSDG
3
04
RRE
4
05
HPHF — Companies
1
Sub-projects
ID
Sub-project
Project
01
PU Piloting
NEXEL
02
Loan 50 Lakhs
NEXEL
03
Investment 2 Cr
NEXEL
04
Reaching 1 Crore Students
NEXEL
05
2 Lakhs Paying Students
NEXEL
06
Balance Sheet
BS
07
Admin Mgmt
BS
08
HR Mgmt
BS
09
MCA Mgmt
BS
10
Bhadrachalam
War Room
11
UBA
War Room
12
Other Piloting Sites
War Room
13
HMIS Piloting
RRE
14
RRE Development
RRE
15
RRE Piloting
RRE
16
RRE Marketing & Sales
RRE
17
Company Maintenance
HPHF-Co
17 Project Sites· Site = Activity Co. + Sub-project rollup
Mon–Fri cells: tasks assigned vs. completed. Sat cell rolls up the week — reviewed / assigned with a backlog bar.
All clearPending SLABreachNo assignment
Pending supervisor review · 6-hour SLA
Reviewers must close-out with remarks within 6 hours of submission.
Task
Staff
Project
Submitted
Supervisor
Status
Age
PU Cohort 4 — interview transcripts
3 docs · 24 pages
Radhakrishnan
NEXEL
Tue 14:20
Pooja
Reviewed 17:45
3h 25m
Velpari pitch deck — annex C
1 doc · 9 slides
Anitha
NEXEL
Wed 11:08
VV
Late · reviewed 19:50
8h 42m
Sevvi pricing — A/B summary
2 docs
Ezhil Mangai
NEXEL
Thu 09:00
Sarath
Awaiting · 11h+
11h 30m
Bhadrachalam field notes — Day 3
1 doc + 12 photos
Susmitha
War Room
Thu 18:40
Kiran
Awaiting
4h 50m
HMIS API spec — draft v2
1 doc
Srinithy
RRE
Fri 10:15
Pooja
Awaiting
7h 02m
Cohort 4 baseline — data submission
Awaiting from staff
Oviya
NEXEL
—
Pooja
Doc not submitted
22h overdue
Saturday Review & Backlog Close-out · 23 May 2026 · 10:30 AM
Saturday is reserved for reviewing the week's work and clearing the documentation backlog accumulated Mon–Fri. No new assignments. Week auto-locks at 17:00 Sat.
Tasks to finalise
6
Carry-over to W22
3
Escalations
2
Attendees confirmed
9 / 11
Bills & Reimbursements
Final approval after supervisor verification · personal-flagged bills excluded from org books
Awaiting admin
14
Reimb. queued
₹2.84L
This month approved
₹4.12L
Re-classified to personal
7
Rejected this FY
5
Bill / Vendor
Employee
Amount
Tag
Status
Indian Oil — Fuel reimbursement
Bill #IO-2842 · 14 May 2026 · Project: QnQ Field-trip Chennai
Vasanth M.
VAS-04
₹4,820
Org
Sup verified
Hotel Saravana — Stay 2 nights
Inv #HS-9182 · 09–11 May · Project: HPHF Bangalore visit
Pavithra N.
PVN-07
₹12,400
OrgGST
Sup verified
Croma — Wireless mouse
Bill #CRM-3318 · 12 May 2026 · Self-purchase
Arjun S.
ARJ-09
₹1,290
Personal
Re-classify?
Apollo Pharmacy — Medicines
Bill #AP-7711 · 03 May 2026
Pavithra N.
PVN-07
₹2,140
Personal
Auto-routed
Zomato — Team dinner (4 pax)
Inv #ZM-44219 · 10 May · Project: HPHF strategy off-site
Lakshmi I.
LKI-02
₹3,160
OrgGST
Sup verified
Ola Cabs — Airport drop
Receipt #OLA-89231 · 08 May · Project: QnQ partner visit
Karthik R.
KAR-05
₹860
Org
Sup verified
9 bills are currently with supervisors for verification. You'll see them here once verified and routed to admin.
Bill
Employee
Supervisor
Amount
Uploaded
Time with sup
Print-house — Andiran banners
Ramesh M.
Lakshmi I.
₹2,140
15 May
3 days
BSNL — Internet top-up
Suresh R.
Lakshmi I.
₹3,400
14 May
4 days
DTDC Courier — donor letters
Divya R.
Lakshmi I.
₹890
16 May
2 days
Office stationery — May refill
Karthik R.
Lakshmi I.
₹2,860
12 May
6 days · SLA
Uber — partner meeting
Arjun S.
Lakshmi I.
₹720
17 May
1 day
Reliance — A4 printer paper
Ramesh M.
Lakshmi I.
₹1,420
13 May
5 days
Andiran — local food expense
Vasanth M.
Lakshmi I.
₹1,640
17 May
1 day
Approved FY
62
98% sup approval rate
Total value FY
₹4.12L
avg ₹6,650/bill
This month
₹84K
12 bills
Avg time to pay
6.2d
vs target 7d
Bill
Employee
Approved
Amount
Reimbursed
Receipt
Indian Oil — Fuel
Vasanth M.
15 May
₹4,820
17 May · UTR ●●●●3412
Croma — USB-C dock
Pavithra N.
12 May
₹4,890
14 May · UTR ●●●●2204
Saravana Bhavan — lunch
Pavithra N.
06 Apr
₹2,840
08 Apr
Ola — Airport drop
Pavithra N.
30 Mar
₹860
02 Apr
Print-house — Q1 banners
Ramesh M.
28 Mar
₹3,200
30 Mar
Air India — MAA-DEL
Arjun S.
22 Mar
₹6,420
24 Mar
Bills that were moved between Org and Personal after upload — often because the employee mis-tagged, or admin determined the expense doesn't fit company books.
Bill
Employee
Original
Final
Re-classified by
Reason
Croma — Wireless mouse · ₹1,290
Arjun S.
Personal
Org
Admin · Kiran
WFH setup eligible
Apollo — Vitamin supplements · ₹820
Karthik R.
Org
Personal
Sup · Lakshmi
Personal health · not reimbursable
Reliance Digital — Headphones · ₹3,490
Suresh R.
Personal
Org
Admin · Kiran
Approved WFH accessory
Cab — School pickup · ₹240
Pavithra N.
Org
Personal
Sup · Lakshmi
Personal commute
Coursera — Cert exam · ₹2,400
Divya R.
Personal
Org
Admin · Kiran
Approved L&D budget
Restaurant — Family meal · ₹1,820
Vasanth M.
Org
Personal
Admin · Kiran
Not work-related
BSNL — Home broadband · ₹1,200
Suresh R.
Org
Personal
Sup · Lakshmi
WFH stipend already paid
5 bills have been rejected this FY — either non-eligible expenses, missing documents, or policy violations.
Sector mapping — clarification on cement-tiles inclusion
Received
09:12 · today
Assigned to
Me (Lakshmi)
Project
QnQ Sector Report
Priority
Urgent
Hi Lakshmi,
Hope you're well. Following up on the call last Tuesday — your team flagged that cement-tiles fall under SIC 2755 in the current codebook. Could you confirm if this is intentional or if it should be re-mapped to 3274 as per the 2024 update?
We're freezing the chapter draft on 24 May, so a confirmation by EOD Thursday would help.
Best, Raghavan
Action notes & timeline
Auto-assigned→ Lakshmi (QnQ keyword)09:13
Follow-up loggedby Lakshmi10:42
Pulled v4 codebook. Confirmed Pavithra's mapping is correct per 2024 update; cement-tiles → 3274. Drafting reply with the change-log link.
Bills & Reimbursements · verification
My team's uploaded bills · I verify vendor / GST / project · then forward to admin for final approval
IO-2842 · 14 May · QnQ Chennai field-trip · 218 km
Vasanth M.
VAS-04
₹4,820
Org
Croma — Wireless mouse
CRM-3318 · 12 May · employee tagged Personal
Arjun S.
ARJ-09
₹1,290
Personal
Ola Cabs — Airport drop
OLA-89231 · 08 May · QnQ partner visit
Karthik R.
KAR-05
₹860
Org
Zomato — Team dinner (4 pax)
ZM-44219 · 10 May · HPHF strategy off-site
Lakshmi I. (me)
LKI-02
₹3,160
OrgGST
Apollo Pharmacy — Medicines
AP-7711 · 03 May · personal · 80D claimable
Pavithra N.
PVN-07
₹2,140
Personal
Print-house — Andiran banners
PR-1100 · 15 May · Andiran field study
Ramesh M.
RAM-08
₹2,140
OrgGST
BSNL — Internet top-up
BS-3398 · 14 May · home WFH
Suresh R.
SUR-10
₹3,400
PersonalGST (individual)
DTDC Courier — donor letters
DT-9911 · 16 May · Avvai outreach
Divya R.
DVR-06
₹890
Org
Assets · distribution & recovery
Raise requests to Admin · verify issues reported by team · approve recovery on exit
My team's assets
23
My open requests
3
Issues reported
2
Recovery pending
1
REQ-2026-018 · Issue laptop · Sharanya V.
Approved by me
TypeLaptop · standard config
ReasonNew joiner W21
My approval19 May 10:14
Sup approved19 May
2Admin to issue deviceToday
3Employee acknowledges—
REQ-2026-020 · Repair · Karthik R.
Verifying issue
AssetDell Latitude · DLL-04
Reported issueBattery drains in 1.5 hrs
My recommendationBattery replacement (warranty)
Employee reported18 May
2I verify & routeToday
3Admin sends to service—
REQ-2026-014 · Recovery · Rohit K. (exit)
Exit 23 May
AssetMacBook Air M2 · MBA-09
Condition reportedTrackpad lag, key sticking
My approval17 May
I approved recovery17 May
2Admin schedules collectionBy 23 May
REQ-2026-019 · Issue monitor · Pavithra N.
Delivered
AssetLG 24" UltraFine · LG-MON-12
Issued by admin22 May 14:30
I approved15 May
Admin issued22 May
Employee acknowledged22 May
2 of my team have reported asset issues. I verify the nature of the issue, recommend a fix, and approve the route to admin (repair / replace / write-off).
Karthik R. · Dell Latitude
Reported 18 May
AssetDLL-04
IssueBattery drains in 1.5 hrs
ReproducibleYes · seen on 3 days
WarrantyActive · battery covered
My recommendationBattery replacement (warranty)
Arjun S. · HP EliteBook
Reported yesterday
AssetLP-ARJ-014
IssueUSB-C charging port loose
ReproducibleIntermittent
WarrantyOut of warranty · paid repair
My recommendationGet HP quote first
23 assets are currently with my 8 team members. This is a read-only view.
Member
Laptop
Monitor
Phone
Headset
Other
Pavithra N.
LP-PVN-022
MON-12 new
—
HS-PVN-009
—
Karthik R.
DLL-04 repair
MON-05
—
—
Loaner-01
Arjun S.
LP-ARJ-014
MON-09
—
—
—
Vasanth M.
LP-VAS-019
—
PH-VAS-007
—
Field bag · FB-04
Ramesh M.
LP-RAM-016
MON-11
—
—
—
Divya R.
LP-DVR-021
—
—
HS-DVR-006
—
Suresh R.
LP-SUR-024
MON-13
PH-SUR-002
—
—
Sharanya V.
pending issue
—
—
—
—
Total issued
23
across 8 members
Value at team
₹14.8L
replacement cost
Oldest device
3.2y
Vasanth · Field laptop
Asset events — last 6 months
Date
Event
Asset
Member
By
22 May 26
Issued
LG Monitor · MON-12
Pavithra N.
Admin
19 May 26
Repair sent
Dell Latitude · DLL-04
Karthik R.
Admin (via sup approval)
18 May 26
Loaner issued
ThinkPad · loaner-01
Karthik R.
Admin
02 May 26
Repair resolved
iPhone 13 · PH-SUR-002
Suresh R.
Admin
15 Apr 26
Recovered
ThinkPad · LP-EX-005
Ex-employee (Vinay)
Admin (sup approved)
02 Apr 26
Issued
HP EliteBook · LP-ARJ-014
Arjun S.
Admin
18 Mar 26
Issued
Headset · HS-DVR-006
Divya R.
Admin
04 Mar 26
Written off
Old monitor · MON-EX-02
Office pool
Admin
Attendance & Leave Requests
My team's daily attendance + leave approval queue
Leave requests · awaiting me
2
Karthik R.
CL · 2 days
28–29 May · "Sister's wedding · Mysuru"
Balance left9 / 12 days
CoverageSuresh R. (overlap day 2)
Pavithra N.
SL · 1 day
19 May (today) · "Migraine"
Balance left5 / 6 days
CoverageNone requested · WFH offered
Today's attendance · 18 May
7 Present1 WFH1 Sick
Member
Status
Check-in
Check-out
Location
Action
Pavithra N.
Sick
—
—
Home
Karthik R.
Present
09:14
—
Office
—
Arjun S.
Present
09:42
—
Office
—
Vasanth M.
Field
08:00
—
QnQ Chennai
—
Ramesh M.
Present
09:02
—
Office
—
Divya R.
Present
09:21
—
Office
—
Suresh R.
WFH
09:30
—
Home · Coimbatore
—
Sharanya V.
Present
09:35
—
Office · onboarding
—
Weekly Roster · my team
W22 · 25–31 May 2026 · published by Admin every Sunday · I can propose changes
Member
Mon 25
Tue 26
Wed 27
Thu 28
Fri 29
Sat 30
Pavithra N.
QnQ · Office
QnQ · Office
HPHF · BLR
HPHF · BLR
QnQ · Office
Off
Karthik R.
QnQ · Office
QnQ · Office
Leave
Leave
QnQ · Office
Off
Arjun S.
HPHF · Office
HPHF · Office
HPHF · Office
HPHF · Office
HPHF · Office
Off
Vasanth M.
Andiran · Field
Andiran · Field
Andiran · Field
QnQ · Office
QnQ · Office
Off
Ramesh M.
Andiran · Office
Andiran · Office
Andiran · Office
Andiran · Office
Andiran · Office
Off
Divya R.
Avvai · Office
Avvai · Office
Avvai · Office
Avvai · Office
Avvai · Office
Off
Suresh R.
MoEF · WFH
MoEF · WFH
MoEF · WFH
MoEF · WFH
MoEF · WFH
Off
Sharanya V.
Onboard · Office
Onboard · Office
Onboard · Office
Onboard · Office
Onboard · Office
Off
Weekly Audit Sign-off
W21 · 18–24 May · I close-by-supervisor each task by Sat · Admin issues final close Mon
My tasks in cycle
23
Verified by me
14
Pending verify
7
Carry-over
2
My SLA hit-rate
94%
Sat checklist · 23 May 18:00 lock
All employee bills verified (9 / 9)
Leave requests cleared (2 / 2)
Task verifications signed off (14 / 21)
Communications closed (8 / 11)
Asset requests routed to admin (3 / 3)
Weekly note submitted to admin
Items needing my attention before Sat
Sector codebook v4 — verify2 days left
Vasanth · field photos batchdue today
Karthik · vendor outreach evidencestale
Avvai donor letters — verifyin queue
Suresh · MoEF brief sign-offon track
3 SLA breaches this week — schedule a 15-min Friday review with team.
Team Reports
Scoped to my reports · for review, not org-wide
Total tasks closed
142
▲ +18% vs Q4
SLA hit-rate
91%
▲ 4pp
Verified bills
₹3.84L
across 82 bills
Avg utilisation
86%
▲ 6pp
Top 5 reports
Team timesheet · this week
Task verification SLA · W21
Bills verified by category
Project-wise effort split
Leave consumption per FY
Custom report builder · quick
Good morning, Pavithra
Mon 18 May 2026 · 4 tasks today · 2 bills to upload · ₹14,540 reimb. in queue
Check-in
09:14 AM
Office · Mount Road · 6h 14m so far
Tasks today
4
2 org · 2 personal · 1 due before 6 PM
Reimbursement queue
₹14,540
2 bills with supervisor · 1 with admin
Today's tasks
Pull Q4 sector data — Pharma · v1
OrgQnQ Sector Report·by 11 AM
Send sector codebook v4 for supervisor verify
OrgQnQ Sector Report·by 1 PM
Book flight · BLR 22 May (HPHF visit)
Personalvia travel desk·EOD
Renew driving licence
PersonalRTO appointment 10:30 AM
What's waiting on me
Upload Apollo Pharmacy bill
For ITR · ₹2,140 · receipt scan ready
Confirm hotel for HPHF Bangalore
From admin · 22 May · auto-reply by EOD
Sick-leave needs WFH confirmation
Lakshmi suggested WFH · respond
Acknowledge LG monitor delivery
Delivered yesterday · sign receipt
All your personal bills, tasks and ITR-eligible records stay private — only the Org-tagged ones are visible to your supervisor and admin.
Organisation
visible to supervisor
Open tasks7
Bills uploaded (FY)28 · ₹84,210
Awaiting verification2 · ₹17,220
Reimbursed YTD₹66,990
Assets issuedLaptop · Monitor · Headset
Projects on rosterQnQ · HPHF
Comms assigned1 in-progress
Personal
private to you
Open to-dos5
Personal bills (FY)14 · ₹38,200
Health · 80D claimable₹12,840
Insurance · 80C eligible₹52,000
Individual GSTIN33AABCP1234X1Z9
Personal invoices raised4 · ₹1.22L
ITR proforma statusFY 25-26 draft
Why we split this
When you upload a bill, you decide if it's Org or Personal. Org bills go to your supervisor for verification and then to admin for approval — they enter the company books and you get reimbursed. Personal bills stay private with you and compile automatically into your year-end ITR proforma — useful for 80C, 80D, HRA, professional development, etc. If you have your own GSTIN, personal invoices you raise also generate against your individual books, not the org's.
Recent activity · this week
Fuel bill (₹4,820) approved by adminYesterday · 16:40
Sector codebook v4 forwarded to supervisor2d · 11:20
Hotel Saravana bill uploaded · Org3d · 09:05
LG Monitor request approved by supervisor4d
Apollo Pharmacy bill saved · Personal5d
My Tasks
Organisation tasks assigned by your supervisor · plus personal to-dos that only you can see
When you mark an Org task done, your supervisor gets a verification request. Once they sign off, it routes to Admin for final close. Personal tasks close immediately and stay private.
My Communications
Email · WhatsApp · phone calls — items assigned to you with action notes & supervisor close-out
Assigned to me
2
In progress
1
Awaiting sup close
3
Closed by admin
12
Inbox · assigned to me
6 items
Dr. Raghavan · QnQ partner
09:12
Sector mapping — clarification (cement-tiles SIC)
Forwarded by Lakshmi · please draft response on the 2024 update mapping…
Orgaction pending
Hotel Saravana · reservations
Yesterday
Booking confirmation · BLR 22–24 May
Your reservation is confirmed for HPHF Bangalore visit…
Pavithra — please draft the reply confirming the 2024 update mapping for cement-tiles → 3274, with a link to the v4 codebook change-log. Send back to me by 1 PM and I'll close out the loop with Raghavan.
My action notes
Close-out ladder
I draft / actSupervisor reviewsSupervisor closesAdmin issues final close
Attendance & Leave
Mark check-in / out · request leave or WFH · view your balance
Today
09:14 AM
Checked in at Office · Mount Road · 6h 14m worked
My leave balance · FY 25-26
Casual leave (CL)9 / 12 days
Sick leave (SL)5 / 6 days
Earned leave (EL)14 / 18 days
Comp-off2 days
My recent requests
FY 25-26
Period
Type
Days
Reason
Status
19 May 2026
SL
1
Migraine
Sup reviewing · WFH offered
3 May 2026
CL
1
Family function
Approved
14 Apr 2026
WFH
2
Plumber visit
Approved
22 Mar 2026
EL
3
Cousin's wedding
Approved
May 2026 · my attendance
P Present W WFH L Leave H Half A Absent
My Bills
Upload receipts · tag as Org or Personal · we route Org to supervisor for verify, Personal to your ITR proforma
Total uploaded FY
42
Org · awaiting verify
2
Org · approved
26
Personal · ITR linked
14
Reimbursed YTD
₹66,990
Personal spend (FY)
₹38,200
Vendor / Description
Date
Amount
Tag
Status
Hotel Saravana — 2N stay
HPHF Bangalore visit · GST claimed
11 May
₹12,400
Sup verifying
Apollo Pharmacy
Medicines · 80D claimable
3 May
₹2,140
In ITR proforma
Indian Oil — Fuel
QnQ Chennai field-trip · 218 km
14 May
₹4,820
Approved · reimb soon
LIC Premium — Q1
80C eligible
14 May
₹13,000
In ITR proforma
Croma — USB-C dock
For work-from-home setup
9 May
₹4,890
Reimbursed
Coursera — Annual subscription
Professional dev · individual GST input
2 May
₹8,400
In ITR · 80E adj
Organisation bills go through Supervisor → Admin approval and enter company books. Reimbursed to you.
Vendor / Description
Date
Amount
Project
Status
Hotel Saravana — 2N stay
GST ₹2,232 claimable
11 May
₹12,400
HPHF BLR
Sup verifying
Indian Oil — Fuel
218 km · Chennai field-trip
14 May
₹4,820
QnQ Sector
Approved
Croma — USB-C dock
WFH setup
9 May
₹4,890
WFH setup
Reimbursed
Saravana Bhavan — client lunch
4 attendees
3 Apr
₹2,840
QnQ Outreach
Paid
Ola Cabs — Airport drop
MAA → BLR trip
28 Mar
₹860
HPHF BLR
Paid
Print-house — Andiran banners
GST ₹385
15 Mar
₹2,140
Andiran Field
Paid
Org spent FY
₹84,210
28 bills
Reimbursed
₹66,990
26 bills
In queue
₹17,220
2 bills
Personal bills stay private. We auto-compile them into your year-end ITR proforma — useful for 80C, 80D, 80E, HRA, etc.
Vendor / Description
Date
Amount
ITR section
Status
LIC Premium — Q1
Annual self + spouse
14 May
₹13,000
80C
In ITR
Apollo Pharmacy — Medicines
Multiple receipts
3 May
₹2,140
80D
In ITR
Coursera — Annual subscription
Professional dev course
2 May
₹8,400
80E
In ITR
Star Health — premium
Parents · senior citizen
22 Apr
₹26,800
80D
In ITR
Rent receipt · Apr 2026
PG · Anna Nagar
5 Apr
₹18,000
HRA
In ITR
Aircel — broadband
Personal · individual GSTIN
8 Apr
₹1,180
GST input
In ITR
80C used
₹1,50,000
maxed · LIC+ELSS+PPF
80D used
₹38,940
₹11K still claimable
80E used
₹22,600
no cap
HRA exempt
₹2,16,000
3 receipts missing
4 items need your action — supervisor sent some back, others need re-classification or missing documents.
Action items
4 pending
Croma — Wireless mouse · ₹1,290
Sup says: "Looks like an org expense. Re-classify if you want reimbursement."
Hotel Saravana — 2N stay · ₹12,400
Sup needs: GST invoice copy (currently uploaded the bill summary only)
Apollo Pharmacy · ₹2,140
Personal · prescription scan needed to claim 80D in ITR
3 rent receipts missing
Jan, Feb, Mar 26 · upload to maximise HRA exemption (~₹54K)
How tagging works
Org bill
Goes to your supervisor to verify (vendor, GST, project). Then admin approves and reimburses you. Enters company books.
Personal bill
Stays private with you. Auto-categorised and added to your year-end ITR proforma. Useful for 80C / 80D / HRA / 80E etc.
Re-classify
You can change the tag any time before supervisor verify. After that, admin can re-classify with a note.
My Reimbursements
Track each org bill through the verify → approve → pay journey
In supervisor queue
₹17,220
2 bills
With admin
₹0
none pending
Paid this month
₹4,820
1 bill
YTD reimbursed
₹66,990
26 bills
Date
Bill
Project
Amount
Status
Stage
11 May
Hotel Saravana · 2N
HPHF Bangalore
₹12,400
Sup verifying
You ✓SupAdmin
9 May
Croma · USB-C dock
WFH setup
₹4,890
Paid
You ✓Sup ✓Admin ✓
14 May
Indian Oil · Fuel
QnQ Chennai
₹4,820
Paid
You ✓Sup ✓Admin ✓
3 Apr
Saravana Bhavan · client lunch
QnQ partner visit
₹2,840
Paid
All ✓
28 Mar
Ola · airport drop
HPHF Bangalore
₹860
Paid
All ✓
ITR Proforma · FY 2025-26
Auto-compiled from your Personal bills, invoices and salary deductions · ready by 30 Apr 2026
Summary · FY 25-26 (draft)
Gross salary
₹14,82,000
HRA exempt
₹2,16,000
80C invested
₹1,50,000
80D health
₹38,940
Other deductions
₹64,800
Est. taxable
₹9,12,260
Section-wise detail (expand to see line items)
14 personal bills · 4 invoices
Section / Category
What's included
Limit
Used
Eligible
80C · Investments & insurance
LIC (₹52K), ELSS (₹48K), PPF (₹50K)
₹1,50,000
₹1,50,000
₹1,50,000
80D · Health insurance + check-ups
Self+family premium ₹26,800 · Apollo medicines ₹12,140
₹50,000
₹38,940
₹38,940
80E · Education loan / training
Coursera ₹8,400 + cert exams ₹14,200
No cap
₹22,600
₹22,600
HRA · Rent paid (housing)
PG / rental receipts uploaded
As per slab
₹2,40,000
₹2,16,000
80TTA · Savings bank interest
Auto-imported from HDFC statement
₹10,000
₹3,820
₹3,820
Std Deduction
Auto-applied
₹50,000
₹50,000
₹50,000
Personal GST input
From your individual GSTIN invoices (4)
—
₹18,400
₹18,400
TOTAL deductions claimable
₹4,99,760
Personal invoices (individual GSTIN)
Date
Client
Amount
GST
14 Apr
Inkfox Studio · freelance writing
₹42,000
₹7,560
22 May
Inkfox Studio · Q2
₹38,000
₹6,840
8 Jul
NIT-Trichy (guest lecture)
₹12,000
—
18 Sep
SAS · workshop
₹30,000
₹4,000
Total
₹1,22,000
₹18,400
My filings & submissions
FY 24-25 ITR-1Filed 28 Jul 2025
FY 23-24 ITR-1Filed
FY 25-26 (this year)Draft · 78% complete
Missing receipts to upload
3 months of rent receipts missing (Jan, Feb, Mar 26). Upload to maximise HRA exemption.
My Assets
Items issued to you · request repair · return on exit
ThinkPad X1 Carbon
Active
Asset IDLP-PVN-022
Issued on2 Sep 2024
Warranty tillSep 2027
ConditionGood
LG 24" Monitor
Just delivered
Asset IDLG-MON-12
Issued on22 May 2026
Warranty tillMay 2029
ConditionAwaiting acknowledgement
Sony WH-1000XM4
Active
Asset IDHS-PVN-009
Issued on15 Feb 2025
Warranty tillFeb 2027
ConditionGood
How asset requests flow
1. I report issue / request2. Supervisor verifies & approves3. Admin issues / repairs / receives4. I acknowledge & sign
My Profile
Your personal details · documents · psychometric profile · individual GSTIN
How the employee app looks on mobile · side-by-side with the desktop variants
Mobile · 390 × 844
9:41
Hi, Pavithra 👋
Mon 18 May · 4 tasks today
PN
CHECKED IN · 09:14
Office · Mount Road
4
Tasks today
2
Bills to upload
₹14.5K
Reimb. queue
2
Comms
Codebook v4 verify
Org
QnQ · awaiting Lakshmi
Book BLR flight
Personal
Travel desk · today
Renew driving licence
Personal
RTO 10:30 AM
Pharma data — Q4
Org
QnQ · due 22 May
Day
Tasks
Bills
Inbox
Me
Mobile design notes — My Day
Top sectionHero check-in card
KPI strip2 × 2 grid · always Org+Personal mix
Task cardsOrg/Personal chip explicit
Bottom navDay · Tasks · Bills · Inbox · Me
Touch target44 × 44 minimum
Hero card uses the same primary blue as desktop; chips colour-code intent: blue = Org (visible to team), purple = Personal (private).
Mobile · Tasks
9:41
My Tasks
7 org · 5 personal
Pull Q4 pharma data
QnQ · due 22 May
Codebook v4 draft
Awaiting sup verify
Brief deck · strategy
HPHF · 3d stale
Reconcile sector codes
QnQ · this week
Confirm BLR hotel
HPHF · EOD
Reply Dr. Raghavan
From inbox · today
Day
Tasks
Bills
Inbox
Me
Mobile design notes — Tasks
Tasks split via sticky segmented control under header — Org and Personal never mix in mobile because the action models differ (Org → supervisor verify, Personal → close immediately). Stale tasks flag the count line in red. Tap a task to expand; long-press to reassign or convert.
Mobile · Bills
9:41
My Bills
42 this FY
Quick scan
Tap camera to capture receipt
We auto-detect vendor, GSTIN, amount
Hotel Saravana
11 May · ₹12,400
Org
⏳ Sup verifying
Indian Oil — Fuel
14 May · ₹4,820
Org
✓ Reimbursed
Apollo Pharmacy
3 May · ₹2,140
Personal
📂 In ITR · 80D
LIC Premium Q1
14 May · ₹13,000
Personal
📂 In ITR · 80C
Coursera annual
2 May · ₹8,400
Personal
📂 In ITR · 80E
Day
Tasks
Bills
Inbox
Me
Mobile design notes — Bills
Camera-first design: hero CTA opens the scanner. OCR pre-fills vendor, amount and GSTIN; user just picks Org or Personal. Status pill colour matches desktop semantic (warning amber, success green, purple = parked in ITR). Bottom sheet handles re-classification before sup verify.
Mobile · ITR proforma
9:41
ITR Proforma
FY 25-26 · 78% complete
Est. taxable income
₹9,12,260
Down ₹1.8L from gross via deductions
80C · investments
₹1,50,000
Maxed out · LIC + ELSS + PPF
80D · health
₹38,940
₹11,060 still claimable
80E · education
₹22,600
Coursera + cert exams
HRA exempt
₹2,16,000
3 receipts missing · upload
Personal GST input
₹18,400
4 invoices · individual GSTIN
Day
Tasks
Bills
Inbox
Me
Mobile design notes — ITR
Hero card stays bold purple (Personal-mode anchor colour). Each section is a single tappable card: title, claimed amount, capacity bar, hint text. Red sub-line surfaces missing inputs (e.g. rent receipts) so the user knows the one thing to do next. The PDF / submit-to-CA download lives in the header icon — keeps the body purely informational.
Notifications
Urgent · 3
SLA breach · 4 bills awaiting admin
₹28,640 pending · oldest 6 days · SLA exceeded
09:12
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6 tasks not yet final-closed · lock deadline 18:00
08:45
Exit clearance · Rohit K.
Last day 23 May · MacBook Air not yet recovered
08:00
Finance · 4
Invoice INV-2026-038 overdue
NEXEL Platform · ₹1,24,300 · due 12 May
Yesterday
Bank reconciliation due — Apr 2026
14 unmatched entries · approve or reject
Yesterday
Re-classification request · Karthik R.
Croma mouse · Personal → Org · Sup approved
16 May
Q1 FY26 report ready to export
All 5 projects · financials + task analytics
15 May
Operations · 3
Asset issue request pending · Sharanya V.
REQ-2026-018 · ThinkPad E14 · new joiner
19 May
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25–31 May · must publish by Wed 21 May
Today
5 communications need admin lock
Supervisor-closed · awaiting final audit lock
Today
Action needed · 4
9 bills awaiting your verification
₹84,210 total · Karthik R. oldest at 6 days
09:00
2 leave requests pending your approval
Vasanth M. · Divya R. · this week
08:30
7 tasks stale — no update > 48 hrs
QnQ Sector · HPHF Strategy · Andiran
Today
Dr. Raghavan replied · SIC code clarification
Cement-tiles inclusion · needs your response
09:12
FYI · 3
W21 audit lock — Sat 23 May 18:00
7 of 21 task verifications still pending
Today
Asset request approved by admin · Sharanya
ThinkPad E14 being issued · ETA tomorrow
Yesterday
Team report for W20 is ready
SLA hit-rate 94% · 21 tasks closed
17 May
My alerts · 3
Task due today · Pull Q4 sector data
QnQ Sector Report · supervisor waiting · mark done
09:00
Bill approved · Hotel Saravana ₹12,400
Supervisor verified · reimbursement in 2–3 days
08:45
Leave balance low — 2 days CL remaining
FY ends 31 Mar · plan accordingly
Today
Updates · 4
Reimbursement paid · ₹4,820
Indian Oil fuel · UTR ●●●●3412 · 17 May
17 May
Task closed by admin · Sector codebook v3
QnQ Sector · final-closed 14 May
14 May
LG monitor being delivered · ETA 22 May
MON-12 · Reliance Digital PO-2026-091
16 May
ITR proforma updated — FY 25-26
Section 80C · ₹64,200 declared · review & submit
12 May
QnQ Sector Report 2026
Lead: Pavithra N. · 18 tasks open · 72% complete · FY 2025-26
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Pavithra Nair
Senior Research Analyst · QnQ Sector Report (lead)
Agenda — pulled from open tasks
5 items
Pull Q4 sector data — Pharma (stale 5d)
Blocker
Sub-sector index — Chemicals progress check
In progress
Progress note W21 — confirm draft by Sat
On track
Hotel Saravana bill · submitted · any clarification?
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Tasks this week
4
2 done · 2 open
SLA hit-rate
94%
last 4 weeks
Leave used FY
8d
12d remaining
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1
₹12,400 in queue
Psychometric profileIndividual Contributor
Score (last review)88%
Appropriateness91%
Previous 1:1s — Pavithra
Last 3
11 May
Codebook v4 review · bill clarification
Discussed pharma data gap. Agreed: Pavithra to chase QnQ by 14 May. Leave for 22 May approved. Sentiment: positive.
04 May
W19 task review · project load check
80% allocation to QnQ flagged as high. Agreed to redistribute region mapping to Vasanth. Action: done by 07 May.
27 Apr
Q4 close-out debrief
Pavithra closed all 9 tasks in Q4. Identified training need: advanced data modelling. Referred to admin for L&D approval.
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3 open positions · Staff appropriateness scored against each requirement
Senior Research Lead — PGR Platform Dev
Full Time · Research · Urgent
ResearchAnalysisDocumentation
Top match: Priya Nair (96%), Shreya Joshi (68%)
Programme Manager — PS 24X7 Family Clinic
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Version history · QnQ_Sector_Codebook.xlsx
QnQ Sector · 680 KB · 412 rows
5 versions kept · auto-pruned after 90 days for non-current
Index sheetResearch
v4
Latest · current
Pavithra N. · 18 May 2026 · 11:20
"Applied 2024 SIC update — cement-tiles re-mapped 2755 → 3274. Sample-checked 12 mappings. Ready for Lakshmi's verify."
680 KB · +24 rows · −3 rows vs v3
v3
Pre-2024-update draft
Pavithra N. · 14 May 2026 · 16:08
"Added 38 new sub-sectors discussed with Raghavan. Pending the 2024 SIC alignment."
652 KB · +38 rows
v2
Lakshmi's review comments addressed
Pavithra N. · 06 May 2026 · 09:40
"Fixed column headers, dropped Group-IV duplicates, added pivot for sector-mix."
614 KB · −14 rows
v1
First upload
Pavithra N. · 28 Apr 2026 · 14:22
"Codebook lifted from 2022 master. To be revised against 2024 SIC update."
588 KB · base file
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TaskSector codebook v4 — draft
OwnerPavithra N.
ProjectQnQ Sector Report
You close (now)Admin issues final close · audit lock