Find the workflow your team needs.
Explore the details behind each product area: what it does, how the workflow runs and where it connects. Use this directory to compare your requirements with the platform.
My Hub
Start the working day with assigned work, a daily brief and pending requests. Open the original record when you need to act.
Daily work dashboard
Start your day with assigned work, meetings and pending requests in My Hub. Open the original item when you need to act.
Explore daily work dashboardDaily work brief
Review a morning brief of work that needs attention. Use the underlying tasks, meetings and requests to decide your next step.
Explore daily work briefEmployee requests and approvals
Raise internal requests and follow their progress in My Requests. Keep forms, conversations and approval decisions with the request.
Explore employee requests and approvalsWorxCenter
Plan projects, shape stories and organize tasks and sprints. Handle internal requests through a service desk, with desk duties and handovers keeping coverage clear.
Project management
Organize project delivery with connected stories, tasks, team discussions and documents. Give everyone a clear place to follow the work.
Explore project managementUser stories and acceptance criteria
Describe requirements as user stories, define acceptance criteria and connect the tasks needed to deliver them in WorxCenter.
Explore user stories and acceptance criteriaTask management and Kanban boards
Assign tasks, organize work in board and list views, and follow status changes with WorxCenter. Keep ownership and delivery context visible.
Explore task management and kanban boardsSprint planning and delivery
Plan a sprint around selected stories and tasks. Keep the sprint scope and delivery work connected for your team's review.
Explore sprint planning and deliveryProject and delivery insights
Review delivery progress alongside projects, tasks and sprints. Use the available work signals to guide a focused team discussion.
Explore project and delivery insightsInternal service desk
Give internal requests a clear intake, queue and owner. Follow service levels, approvals and resolution in WorxCenter's service desk.
Explore internal service deskDesk duties and handovers
Plan service desk duty rosters, review coverage and manage handovers. Keep primary, backup and specialist responsibilities clear as shifts change.
Explore desk duties and handoversPeople and HR
Manage recruitment, offers, onboarding and employee records. Connect policies, employment documents, exits and delegated approvals across the employee lifecycle.
HR approval delegation
Delegate HR approval authority for a defined workflow and period. Review active delegations in HR Settings before relying on a backup approver.
Explore hr approval delegationEmployee directory and records
Manage employee profiles and organization records in MantraWorx HRMS. Keep people information available to the roles responsible for maintaining it.
Explore employee directory and recordsRecruitment and interview management
Manage hiring requisitions, candidates and interviews in one HR workflow. Keep the hiring team's context with the candidate pipeline.
Explore recruitment and interview managementOffer preparation and approvals
Prepare employment offers with version history and approval steps. Keep the reviewed offer connected to the candidate and joining process.
Explore offer preparation and approvalsEmployee onboarding
Coordinate joining tasks, employee details and onboarding progress. Give HR and new joiners a shared view of what needs to happen next.
Explore employee onboardingHR forms and employment documents
Coordinate HR forms, agreements, letters and signatures. Keep employment document requests and reviews connected to employee records.
Explore hr forms and employment documentsHR policy acknowledgements
Publish HR policies and follow employee acknowledgements. Connect policy communication to the employee's My HR workspace.
Explore hr policy acknowledgementsEmployee exits and offboarding
Manage resignation reviews, offboarding and clearance work. Keep the employee exit process connected to HR and final settlement responsibilities.
Explore employee exits and offboardingTeam management
Bring My Teams, My HR, performance and My Journey together in My Space. Coordinate standups and interviews, complete employee actions and review goals.
Organization chart and reporting lines
Explore your organization in chart and outline views. Find people and reporting context from the My Teams workspace.
Explore organization chart and reporting linesTeam directory and coordination
Find your teams, people and shared responsibilities. Bring team discussions and coordination closer to the work you do together.
Explore team directory and coordinationEmployee goals and performance reviews
Connect employee goals, review cycles and performance conversations. Keep feedback and decisions in a dedicated people workflow.
Explore employee goals and performance reviewsEmployee HR self-service
Give employees one place for policies, HR forms, signatures and employment records. Make outstanding people actions easier to find.
Explore employee hr self-serviceEmployee joining and exit journey
Follow your onboarding and resignation steps in My Journey. Keep the next employee action visible through important employment transitions.
Explore employee joining and exit journeySamay
Record attendance, review work activity and manage leave and holiday calendars. Keep recurring schedules connected to the working day.
Employee attendance management
Record check-ins, check-outs and working time with Samay. Review attendance exceptions alongside leave and payroll preparation.
Explore employee attendance managementWork activity and time records
Review activity and time records with Samay. Understand how recorded time relates to projects, tasks and the working day.
Explore work activity and time recordsLeave requests and approvals
Manage employee leave requests, balances and approval decisions in Samay. Keep time off connected to attendance and team planning.
Explore leave requests and approvalsTeam holiday calendars
Maintain a shared holiday calendar in Samay. Give employees and reviewers a common reference for attendance, leave and scheduling.
Explore team holiday calendarsRecurring work and schedules
Set up recurring work rules with Samay. Review scheduled tasks and meetings so routine responsibilities have a visible next occurrence.
Explore recurring work and schedulesPayroll and costs
Prepare salary runs with readiness checks and approvals. Connect employee tax and bank information, reimbursements, payslips and statutory payroll workflows for India.
Payroll processing and salary runs
Prepare, review and approve monthly payroll in MantraWorx. Check readiness, employee pay records and changes before disbursement and closure.
Explore payroll processing and salary runsIndian payroll statutory workflows
Review PF, ESI, PT and TDS registers, a filing calendar and Form 16 workflows. Keep statutory payroll preparation connected to employee tax profiles.
Explore indian payroll statutory workflowsExpense reimbursement management
Submit employee expense claims and review reimbursements in MantraWorx. Keep supporting information and approval decisions with the claim.
Explore expense reimbursement managementEmployee payslips and pay records
Generate payslips for a payroll run and let employees view their own salary records. Keep access tied to payroll permissions.
Explore employee payslips and pay recordsEmployee tax, loans and salary changes
Manage tax declarations, loans, bank verification, salary revisions and final settlements through the People and Pay payroll workspace.
Explore employee tax, loans and salary changesPayroll spend and cost insights
Review payroll spend, anomalies and reports. Bring manual costs and department cost context into the finance team's operating review.
Explore payroll spend and cost insightsPayroll rules and configuration
Configure salary components, employee overrides, payslip templates and finance policies. Give payroll processing a reviewed set of inputs and rules.
Explore payroll rules and configurationDocuments
Write together, review changes and organize reusable knowledge. Keep documents, policy guidance and templates accessible to the people doing the work.
Collaborative document editor
Write shared documents, discuss changes and return to version history. Keep briefs and working knowledge close to the team using them.
Explore collaborative document editorDocument reviews and approvals
Assign document reviewers, track review deadlines and keep decisions with the document. Make the next review responsibility visible.
Explore document reviews and approvalsCompany knowledge and policy documents
Organize policy guidance and shared knowledge in the document workspace. Keep the current reference and its review context easy to find.
Explore company knowledge and policy documentsReusable document templates
Start recurring briefs, notes and policies from a reusable document template. Keep the structure consistent while tailoring each document to its purpose.
Explore reusable document templatesWorxTalk
Discuss work in direct and group conversations, meet with colleagues and review meeting action items. Keep the next responsibility close to the discussion.
Team chat and channels
Keep direct messages and group conversations in WorxTalk. Give team discussion a place alongside the work and people it concerns.
Explore team chat and channelsTeam voice and video meetings
Meet with colleagues through WorxTalk voice and video calls. Keep scheduled conversations connected to the workspace and relevant work.
Explore team voice and video meetingsMeeting action items and follow-up
Review meeting action items, assign responsibility and follow progress. Keep the next step connected to the conversation that produced it.
Explore meeting action items and follow-upWorxAI
Ask questions about the work you can access. Check the sources, prepare tasks or reminders and confirm supported actions before they run.
AI assistant for workspace questions
Ask WorxAI about the work you can access. Review relevant workspace context and sources before using an answer to make a decision.
Explore ai assistant for workspace questionsAI work planning and reminders
Use WorxAI to prepare tasks and reminders. Review proposed details and confirm supported actions with your workspace permissions.
Explore ai work planning and remindersAI assistance for task and request triage
Use WorxAI to understand incoming tasks and requests. Review the work context with your team before deciding ownership or the next action.
Explore ai assistance for task and request triageWorxControl and governance
Manage roles, departments, workspace settings and usage. Configure employee costing, schedule emails and review reported messages with authorized admin controls.
Employee time-costing configuration
Configure employee costing using a monthly, daily or hourly rate basis. Find missing rate information before using logged time in cost reviews.
Explore employee time-costing configurationEmail templates and scheduling
Prepare email templates, choose recipients and schedule recurring messages. Review upcoming runs and delivery results through the authorized Email Scheduler.
Explore email templates and schedulingWorkspace roles and permissions
Manage user roles and access to workspace capabilities. Match permissions to the responsibilities people need to carry out.
Explore workspace roles and permissionsDepartments and organizational ownership
Organize departments, people and operational responsibilities. Connect department ownership to delivery, service desk and cost reviews.
Explore departments and organizational ownershipWorkspace configuration and usage
Manage workspace settings, user administration and platform usage. Review enabled AI and email settings through authorized admin controls.
Explore workspace configuration and usageWorkspace chat moderation
Review reported workspace messages through authorized moderation tools. Give administrators a process for handling communication concerns.
Explore workspace chat moderationFind the tools behind your next step.
Open a capability to see its purpose, working steps and related features.