Complete Screen Reference

A route-by-route directory of all end-user and organization screens in ZestNexus.

This directory covers the product screens available to organization users. It excludes the separate platform Admin options. What a person can see or change still depends on their role and permissions.

Home and people

Screen	Use it for	Main fields, filters, or actions
My dashboard / Organization dashboard	Review personal or organization activity	Date range, employee/team filter, attendance, leave, payroll, task, and activity cards.
Employees	Find, add, import, export, and manage employees	Search; status, department, location, designation, manager, employment type, joining-date filters; employee form fields are documented in Employee Management.
Employee profile	View one employee across profile, attendance, leave, payroll, documents, work, performance, and settings tabs	Employee identity, employment, reporting, contact, bank/tax, policy assignments, documents, and activity.
Departments / Teams	Maintain the organization structure	Name, code if available, parent, manager/lead, members, status.
Roles	Control organization access	Role name, description, module permission matrix, active status.
Onboarding / Offboarding	Start and track employee joining or exit work	Employee, owner, checklist/task, due date, document, status, reason, comments.
My settings	Maintain personal account and self-service data	Profile/contact data, password/security, notification choices, personal documents, dependants, bank accounts, tax forms, resignation request.

Attendance and leave

Screen	Use it for	Main fields, filters, or actions
Attendance list / timesheet	Review attendance by employee or period	Employee, date range, status, shift, check-in/out, work duration, late/early, regularization.
Mark or upload attendance	Add one record or import a file	Employee, date, check-in, check-out, status, work hours, remarks; upload file and mapping.
Shifts, holidays, breaks, geo tracking, IP whitelist	Configure attendance controls	Name, time window, grace, location/IP, workdays, holiday date/type, break duration/rules.
Leave calendar, list, balance, policy	Configure and operate leave	Leave type, employee, dates/session, reason, attachment, balance, approver, status.
Attendance requests / missed punch / WFH / gate pass	Submit or approve exceptions	Employee, request type, date/time, reason, evidence, approver, status.

Payroll and finance

Screen	Use it for	Main fields, filters, or actions
Payroll dashboard and processing	Run, review, approve, and pay a period	Payroll calendar, period, employee, salary values, attendance inputs, adjustments, status, payment details.
Salary templates, elements, policies, calendar	Build payroll rules	Name/code, type, calculation, amount/rate, frequency, statutory/tax flags, effective date, pay date.
Loans, arrears, incentives, advances, reimbursements	Record non-regular payroll amounts	Employee, type, amount, installments/period, effective date, reason, attachment, approval status.
Payslips, payment history, compliance	Share outcomes and compliance information	Employee, period, document, payment status/reference, filing or installment data.
Expenses, incomes, vendors, transactions	Manage finance records	Date, category, vendor, amount, tax, payment method, attachment, owner, approval status.
Finance master and approval rules	Define reusable finance values	Category, vendor, item, cost centre, budget head, payment method, approver stages and limits.

Hiring, performance, work, and service

Screen	Use it for	Main fields, filters, or actions
Recruitment dashboard, jobs, candidates, pipelines, interviews, career page	Manage hiring	Job/candidate/pipeline fields in Jobs and Candidates and Interviews and Offers.
Goals, targets, feedback, appraisal cycles, review history, PIP	Manage performance	Goal/KPI, owner, reviewer, dates, weight, rating, comments, evidence, status.
Projects, tasks, timesheets, work logs, clients	Plan and record work	Project/task name, owner, members, dates, priority, status, estimate, logged time, client.
Assets, requests, maintenance, returns	Track company assets	Asset ID/name/category, assignee, issue/return dates, condition, cost, maintenance date, remarks.
Helpdesk list and board	Request and resolve internal service	Subject, category, requester, assignee, priority, status, description, attachment, comments.

Sales, files, reporting, and automation

Screen	Use it for	Main fields, filters, or actions
CRM dashboard, funnels, leads, deals, customers, contacts, lists, segments	Manage sales relationships	Name, company, email/phone, source, owner, funnel/stage, value, probability, tags, notes.
Quotations, invoices, billing details	Produce sales documents	Customer, document number/date, line item, quantity, rate, tax, discount, due date, status.
Campaigns, senders, CRM email templates	Send sales email	Sender, subject, audience/list, schedule, body, attachments, tracking/status.
Documents, folders, templates	Store and generate files	Name, folder, type, owner, visibility, dates, file/template content, signatory.
Reports and report templates	View/export configured data	Report/template name, module/data source, columns, filters, grouping, schedule/export.
Announcements, automations, integrations, webhooks, API keys	Communicate or connect workflows	Title/message/audience; trigger, conditions, actions, status; integration credentials; webhook URL/events; key name/scopes.