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efiqone

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Step by step guides

Signing in for the first time

  1. Open the invite message on your phone.
  2. Enter the one time code you received.
  3. Choose your own password.
  4. Go to portal.efiqone.com and sign in with your organization ID, phone number and new password.
  5. Your apps appear as tiles. Click one to open it, already signed in.

Reset your password

  1. On the sign in page, tap Forgot password.
  2. Enter your phone number. We send a one time code.
  3. Enter the code and choose a new password.

Invite employees (admins)

  1. In the portal, open Users and choose Invite.
  2. Add the employee ID, name and phone number with country code.
  3. Pick one or more access groups.
  4. Send. The person's status shows Invited until they set their password, then Active.

Create an access group (admins)

  1. Open Access groups and choose New group.
  2. Name it after a team, like "Sales Team".
  3. Tick what the group can do in each app.
  4. Save, then add people. Everyone in the group updates at once when you change it.

Enable an app for a branch (group admins)

  1. Open the branch from Sub organizations.
  2. Go to Apps and turn on the app.
  3. You can only turn on apps your parent organization has enabled.

Switch a user off (admins)

  1. Open Users and find the person.
  2. Turn Active off and confirm.
  3. Their login is blocked and every app stops trusting their session within a minute.

ATS: check in and leave

  1. Open the EFIQ ATS app and sign in with your phone number and password.
  2. At work, tap Check In. Allow location when asked: the app reads your location once, at check in.
  3. Your worked hours count up on the Home tab. Tap Check Out when you finish.
  4. To ask for time off, open the Leave tab and tap Apply for Leave.
  5. Choose the Leave Type, the From and To dates and a Reason, then tap Submit.
  6. Follow its status as Pending, Approved or Declined. You can delete a request while it is still pending.

ATS: geofences and reports (managers)

  1. In the ATS dashboard, open Geofences and draw the boundary of each work site on the map. Give it a name.
  2. Checked-in Locations then shows who is on duty inside or outside each zone.
  3. For payroll, open Reports, choose the From Date and To Date, and see working days, leaves, absentees, overtime and night shifts.
  4. Export the report to CSV.

Biometric: add employees (admins)

  1. In the Biometric dashboard, open User Sync and choose Add New User.
  2. Enter the employee name and pick a privilege level. The employee ID is filled in for you.
  3. To add many people at once, upload a CSV file instead.
  4. Each new user shows as Pending until it reaches your fingerprint devices, then Processed.
  5. The employee then enrols their fingerprint on the device.

Biometric: attendance reports

  1. Open Reports in the Biometric dashboard.
  2. Choose Daily, Weekly or Monthly and pick the period.
  3. See working days, days present, late days, overtime hours and total hours for each employee.
  4. Download the report as CSV or Excel for payroll.

Create and send invoices

  1. In Billing, open Invoices and create a new invoice.
  2. Pick the customer, then add the items. Turn on GST Applicable if GST applies, and HSN or SAC codes are suggested as you type.
  3. Save the invoice. From its page you can download the PDF, send it to the customer on WhatsApp, or share a link.
  4. When money comes in, use Record Payment. The balance and status update on their own.
  5. Already sent a quotation? Convert it to an invoice instead of typing it again.

Cannot find it? Write to [email protected]. We reply within 12 to 24 hours.