Documentation

How Clipinn works

A guide to every module in Clipinn: HR, attendance, leave, payroll, CRM, and Alpha.

Getting started

Create your organization, verify your account, and bring your team on in a few steps.

Register with your work email and verify it with the one-time code we send you.
Complete your profile, then set up your organization: name, industry, and logo.
Add your locations, departments, shifts, and holidays before inviting employees.
Invite employees by email. Each person sets their own password when they join.
Enable two-factor authentication for admin accounts from Settings.

The structure every other module depends on. Set this up once and keep it current.

Locations: office or site addresses used for location-based attendance.
Departments: teams that employees belong to, used for reporting and approvals.
Shifts: working hours per shift, including overnight shifts that cross midnight.
Holidays: company-wide and recurring holidays, excluded from leave balances.
Roles: control what each person can see and do, down to individual actions.

One record per person, with the details HR and managers need day to day.

Employee profiles include department, designation, role, shift, and contact details.
A directory lets everyone find colleagues by name, department, or role.
Employee documents are stored against the profile, with access limited by role.
Document requests ask an employee to upload a specific document, such as an ID or contract, and track its status.
Document types define which documents you collect, so requests stay consistent.
Remote work can be recorded so attendance reflects where someone is working.

Record when people start and finish work, however your team checks in.

Check-in and check-out from the app, recorded against the employee's assigned shift.
QR attendance: employees scan a code at a site entrance to check in.
Geofencing: check-in is allowed only within a set distance of an approved location.
Face recognition is available where supported, as a hands-free option.
Overnight shifts are handled as one working day, not split at midnight.
Attendance reports show late arrivals, early departures, and absences by person or department.

Leave types, balances, and approvals in one flow.

Define leave types with paid or unpaid status and their default allowance.
Balances update automatically when a request is approved.
Employees request leave from the app and see their remaining balance before they submit.
Approvers receive the request, see the balance and overlapping leave, and approve or reject it.
Holidays and off days are not counted against leave balances.

Salaries, allowances, bonuses, and deductions, calculated from the same records as attendance and leave.

Payroll components: define salary, allowances, bonuses, and deductions once and assign them to employees.
Payroll runs: create a run for a pay period, review the calculated amounts, and approve it.
Overtime and leave-based deductions come from attendance and leave records.
Payslips are generated for each employee from the approved run.
Bank records are kept against each employee for payment reference.

Boards for projects and daily work, organized by workspace.

Workspaces group boards for a team or project.
Boards are organized into groups, and each group holds items.
Columns include status, priority, person, date, dropdown, numbers, text, and files.
Comments on items keep discussion next to the work it relates to.

Track leads and customers through your sales pipeline, using the same team and login as HR.

Leads: capture new enquiries, assign an owner, and move them through stages.
Contacts and companies: keep customer details, notes, and history in one record.
Deals and the sales pipeline: see every open opportunity by stage and value.
Follow-ups: set reminders on a lead or deal so nothing goes quiet.
Products: a catalogue of what you sell, used when you build deals and invoices.
Invoices: create invoices for a client and track their status.
CRM dashboards show pipeline movement and follow-ups due.

Shared files, custom forms, and expense claims.

Direct and group conversations between people in your organization.

Alpha is Clipinn's built-in AI assistant. It answers from your organization's real data.

Ask Alpha questions in the app, such as who is on leave this week or how many leave days are left.
Tag @alpha in a chat to ask a question in the middle of a conversation.
Alpha can also be reached on WhatsApp, for teams that connect it.
When Alpha is asked to take an action, it asks you to confirm first.
Alpha uses a monthly allowance of Alpha Credits included in your plan. Extra credits can be added.
Alpha only uses data your role is allowed to see.

Decide who can see and change what, from whole modules down to single actions.

Create roles and assign them to employees.
Permissions are enforced on every request, including requests made through Alpha.
Admins can see the audit trail of important changes.

Account, notification, and security settings.

Change your password and manage your two-factor authentication from your account settings.
Choose which notifications you receive.
Sensitive data, including bank details and personal information, is encrypted.
Data is encrypted in transit between your browser and Clipinn, and at rest on our servers.