Employee Self-Service (ESS) Path

Welcome to Ligo HRM! This guide walks you through everything as an employee - from activating your account, completing your profile, and uploading documents, to logging time, applying for leaves, and completing your performance review.

Prerequisites

Before starting, you must receive an activation email from your HR administrator.

Employee Workflow

Step 1 - Activate Your Account

Your HR team will send you an activation email to your official work email address.

Open the email and click the Activate Account link
You’ll be taken to the Reset Password page
Enter a strong password (confirm it in both fields)
Click Set Password - you’re now logged in

Step 2 - Complete Your Profile

Once logged in, navigate to My Profile and fill in:

Section	What to add
Contact Details	Your personal phone number and emergency contact (name, relation, phone)
Documents Tab	Upload required compliance documents (Aadhaar, PAN, Passport, etc.)

Your name, email, employment type, department, and location are set by HR and cannot be changed by you directly.

Step 3 - Upload Your Documents

Navigate to: My Profile → Documents Tab → Upload Document

Select the Document Type (e.g. Aadhaar Card)
Choose your file (PDF, JPG, or PNG - maximum 10 MB)
Enter the document number and expiry date
Click Upload

Your document will show as PENDING until HR verifies it - this is normal. You’ll be notified once it’s approved or if a correction is needed.

Step 4 - Understanding the Dashboard

After logging in, your dashboard shows:

Widget	What it shows
Leave Balance	Your current available leaves per type
Today’s Attendance	Your check-in status for today
Pending Approvals	Requests waiting for your action (if you’re a manager)
Upcoming Holidays	Your location’s upcoming public holidays
My Goals	Progress on your current goals
Notifications	Recent system alerts

Daily Workflows

Clock In / Clock Out

Navigate to: Attendance → Check In / Out

Allow location access when prompted
The app shows your position relative to the office geofence boundary
Click Check In when you arrive
Click Check Out when you leave

If your punch is flagged (outside the geofence), submit a Regularization Request to correct your attendance.

Request a Regularization

If you forgot to punch or had a technical issue:

Navigate to: My Attendance → Request Regularization

Enter the affected date, your actual check-in and check-out times, and a reason
Your manager receives the request for approval
Once approved, your attendance is automatically corrected to PRESENT

Apply for Leave

Navigate to: Leaves → Apply for Leave

Select the Leave Type (e.g. Earned Leave, Sick Leave)
Pick your Start Date and End Date - the calendar shows available working days
Toggle Half Day if you only need part of a day
Enter your reason
Click Submit

Your available balance is shown before you submit. The leave is deducted from your balance only after approval.

Track your requests under My Leaves.

Request Work from Home (WFH)

Navigate to: My Attendance → Request WFH

Select one or more dates
Enter your reason
Submit - your L1 manager will approve or reject

Once approved, you can punch in without geofence verification on those days.

Request On-Duty

For official travel, conferences, or client visits:

Navigate to: My Attendance → Request On-Duty

Select the On-Duty type (e.g. Client Site Visit)
Enter the date range, location, and reason
Optionally attach a supporting document (invitation letter, etc.)

Once approved, those dates are automatically marked as PRESENT.

Log Timesheet Hours

If you’re assigned to projects, log your daily hours:

Navigate to: Timesheets → Log Time

Select the Project from your assigned projects
Pick the Date (must be today or in the past)
Enter the Hours worked
Add a brief Description of what you did
Check or uncheck Billable based on the work type
Click Save (saves as DRAFT)

When ready for manager review, click Submit on the draft entry.

Submit an Expense Claim

Navigate to: Expenses → New Claim

Give your claim a descriptive title
Choose scope: GENERAL or PROJECT
Add line items (category, amount, currency, date, description)
Attach receipts where required
Click Submit - your manager receives it for approval

Track claim status under My Expenses.

Performance & Goals

Complete Your Self-Review

When an appraisal cycle is active, you’ll see a notification to complete your self-review.

Navigate to: My Reviews → Active Review

Rate yourself on each KPI (1–5 scale)
Add honest comments on what you achieved
Write an overall self-summary
Click Submit Self-Review

After your manager scores the review, you’ll receive a notification to acknowledge the result.

Track Your Goals

Navigate to: My Reviews → My Goals

View goals set by your manager
Click on a goal to update your progress percentage (0–100) and add notes
Track multiple goals with different priorities and deadlines

Managing Notifications

The bell icon in the top navigation bar shows all system notifications:

Leave request approved / rejected
Expense claim approved / returned
Timesheet returned with comments
Regularization request decision
Document verification status

Click Mark All as Read to clear the unread count.

Getting Help

If something isn’t working or you’re unsure about a step:

Contact your HR Admin - they can check your profile, policies, and approvals
Check this Help Center - use the sidebar to navigate to the relevant module guide
For technical issues - contact your IT administrator

Quick Reference - What You Can and Cannot Change

Item	Can You Change It?
Personal phone & emergency contact	✅ Yes - in My Profile
Uploaded documents (if editable type)	✅ Yes - re-upload
Official email address	❌ No - contact HR
Department, designation, location	❌ No - contact HR
Reporting manager	❌ No - contact HR
Salary details	❌ No - contact HR

Admin Workflow

For the administrator-facing setup and management guide, refer to the Administrator Setup Path.