My HR Advisor End User Manual V 1.0

ProSarvants.
com
System User Manual
Document
Version 1.0
End User Manual
TABLE OF CONTENTS
Version Control............................................................................................................3
1. INTRODUCTION.......................................................................................................5
1.1. System Overview.......................................................................................................5
2. Home Screen......................................................................................................7
2.1. Header Section...................................................................................................7
2.2. Header Section...................................................................................................7
3. GETTING STARTED..............................................................................................8
2.1. Log on to the site (Admin).........................................................................................8
2.2. Admin Dashboard Screen........................................................................................11
2.2.1. Notification:......................................................................................................11
2.2.2. Dashboard side bar...........................................................................................12
2.2.3. Dashboard screens menus................................................................................13
2.2.4. Profile Management.........................................................................................15
2.2.5. Logout..............................................................................................................15
4. GETTING STARTED............................................................................................17
4.1. Log on to the site (Advisor)......................................................................................17
4.2. Advisor Dashboard Screen.......................................................................................19
3.1. Side bar menu..........................................................................................................20
3.2. Profile Management.........................................................................................20
3.3. Dashboard screens menus................................................................................22
3.5. Notification.......................................................................................................23
3.6. Logout..............................................................................................................23
5. GETTING STARTED............................................................................................25
5.1. Log on to the site (Client)........................................................................................25
5.2. Client Dashboard Screen.........................................................................................31
5.3. Client Side bar menus..............................................................................................32
4.4 Dashboard Screen.................................................................................................33
4.4 Edit Profile Screen................................................................................................34
3.7. Notification.......................................................................................................35
Pro.sarvant.com Page 1
End User Manual
3.8. Logout..............................................................................................................35
Notification:...............................................................................................................35
End User Manual
Version Control
Title: User Manual

Description Proservant.com
Created By PNC Logos
Date Created 13/05/2020
Version Number Modified By Modifications Made Date Modified Status

1.0 Initial Draft 13 /05/2020
End User Manual
Introduction
End User Manual
1. INTRODUCTION
The purpose of this document is to create an understanding regarding Pro.sarvant.com for the
users of system, developed by PNC Logos.
1.1. System Overview

Portal of Pro.sarvant.com contains the main Site and portal for the clients and admin with their
specific functionalities and features. The purpose of this project is to guide the users about the
overall working flows of product. With this system taskee and tasker will be able to offer their
services to each other with respect to the defined services by the admin. The product involves
the bidding process to smoothen the overall assigned process.
End User Manual
Home Section
End User Manual
2. Home Screen
2.1. Header Section
 Search functionality: With the help of this feature, user will be able to search for the
interested job while staying on home screen without login or sign up. Tasker-user will be
able to view the details of the posted job but cannot be able to share a bid without
signup or login into the portal.
 Home Button: by clicking on this, user will be able to view the home screen of product.
in order to learn about the Pro.sarvant.com
 Browse Button: by clicking on this, user will be directed to the job screen where all the
jobs posted on the portal can be view by the user with respect to the following filter
that sort out posted job with respect to their interest:
o Category
o Location
o Skills required
o Project length
o Language
 Article Button: by clicking on this button, user will be able to view and read the articles
posted on the portal. These articles can be managed by the admin of the system only.
 Contact button: By clicking on this button, user will be able to view the contact details of
the client.
o Send us a message: with the help of this section, user will be able to share his
message with the admin. Admin can view the details shared via this function into
his personal CMS.
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2.2. Footer Section
 This footer section is consists upon the sections that further define the product and the
rules and regulations required for being part of Prosarvant.com along with contact
details and social media links of Prosarvant.com.
 Careers button: by clicking on this button, user will be able to view the jobs posted by
the admin of Prosarvant.com in order to smoothen the overall performance and
activities of product. Admin will be able to view the details of users submitted on vacant
position posted on this section.
o Apply now button: user will be directed to careers details form screen after
clicking on apply now button of the interested job.
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 User will be able to add the required details and attached the related
document in order to submit their job application successfully, by clicking
on send request button at the bottom of form. In case of cancellation of
request user can simply click on close button.
3. GETTING STARTED
This section explains how to login onto portal side sites with the perspective of end-user that is
admin along with their screenshots.
.1. Log on to the site (Admin)

The following procedure describes how user i.e. admin access the My HR Advisor
Site as an end-user:
1. Log in to Account by opening the main screen of the portal and
selecting the login clickable option that will directed the user to the
credentials adding screen.
(URL: http://hradvisors.pnclogos.com/login)
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Pro.sarvant.com P a g e 10
End User Manual
2. Enter your email address along with password and click on login in case
of registered users.
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2.2. Admin Dashboard Screen

After entering the credentials, the user will be redirected to the main administrator dashboard
screen.
2.2.1. Notification:
this bell icon shows the
number of notification
received by the admin
and by clicking on it
admin can view the
further details of
notification regarding
activities.
End User Manual
2.2.2. Dashboard side bar
End User Manual
1) Dashboard: main dashboard screen

2) Task: in this menu admin will be able to view task and details
associated with task
3) Client: in this menu admin will be able to view client
associated or registered in the system
4) HR-Advisor: in this menu admin will be able to view HR
advisors and registered HR advisors
5) Packages: in this section admin will be able to view details of
packages for client and advisor which includes monthly
packages and subscription packages along with sales or
promotion offers
6) Services: in this section admin will be able to view services
associated with the portal
7) Sales: in this section admin will be able to view and records
sales which includes sales aspects and client details
8) Document center: in this section admin will be able to view
documents related to the portal
9) Associated companies: in this menu admin will be able to view
List and details of companies associated with the portal
10) FAQ: In this section admin will be able to view list of question
and answers
11) Message Board: via this menu admin can share message with
the other members
12) Referrals: in this menu admin can view details of referral
13) Promotion: in this section admin can add new promotional
offer and details of promotion
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2.2.3. Dashboard screens menus
Dashboard Details Function

Total task This menu shows the total task assigned
Client This menu shows the number of registered clients
HR Advisors This menu shows the total number of HR advisors associated with
the portal
Document Via this menu admin can view total uploaded document
Completed task Via this admin can view amount of completed task
Pending clients This menu show the pending project of clients
companies This show the companies linked with the portal
Total sales Admin can view total amount of sales
 Admin can view details of client via above screen section
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 Admin can view details of HR Advisor and detail of them via above screen section
 Admin can view details of associated companies and their details via above screen
section
 Admin can view details of activities perform along with the time and details of user via
above screen section
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2.2.4. Profile Management
 By means of this admin will be able to manage his profile by adding and edit the
required fields
 Admin will be able to approve the added details by clicking on the update profile button
and can be able to click cancel button that will divert the admin to the main dashboard
screen.
2.2.5. Logout
Log out: Admin will be able to log out

from the system by clicking on this menu
adjacent to the bell i.e. notification icon
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End User Manual
4. GETTING STARTED
advisor along with their screenshots.
4.1. Log on to the site (Advisor)

The following procedure describes how user i.e. advisor access the My HR
Advisor Site as an end-user:
 Log in to Account by opening the main screen of the portal and selecting the
Advisor Section
login clickable option that will directed the user to the credentials adding
screen.
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End User Manual
 Enter your email address along with password and click on login to view
personal dashboard.
End User Manual
4.2. Advisor Dashboard Screen

After entering the credentials, the user will be redirected to the main advisor dashboard
screen.
3.1. Side bar menu

2) Task: in this menu advisor will be able to view task and details
associated with task
3) HR Billing: in this menu advisor will be able to view their billing
details and invoices information
4) Client: in this menu advisor will be able to view client associated or
registered in the system
5) Services: in this section advisor will be able to view services
associated with the portal
6) Document center: in this section advisor will be able to view
documents related to the portal
7) FAQ: In this section advisor will be able to view list of question and
answers
8) Message Board: via this menu advisor can share message with the
other members
End User Manual
3.2. Profile Management
 By means of this advisor will be able to manage his profile by adding and edit the
required fields
 Advisor will be able to approve the added details by clicking on the update profile
button and can be able to click cancel button that will divert the Advisor to the main
dashboard screen.
End User Manual
3.3. Dashboard screens menus

Total task This menu shows the total task assigned to advisor
Today’s task This menu shows the number of task due on the current date
Urgent task This menu shows the priority of task among the total task
Ongoing task Via this menu admin can view total task currently in process
 By means of this section on the dashboard, advisor will be able to view task on the basis
of available filters.
 advisor will be able to view details of task along with client details
 Advisor can view details of activities perform along with the time and details of user via
End User Manual
3.5. Notification
Notification: this bell

icon shows the number
of notification received
by the advisor and by
clicking on it advisor can
view the further details
of notification regarding
activities.
3.6. Logout
Log out: Advisor will be able to log out

End User Manual
Client Section
End User Manual
5. GETTING STARTED
client along with their screenshots.
5.1. Log on to the site (Client)

The following procedure describes how user i.e. advisor access the My HR client
Site as an end-user:
 Log in to Account by opening the main screen of the portal and selecting the
login clickable option that will directed the user to the credentials adding
screen.
End User Manual
 Enter your email address along with password and click on login to view
personal dashboard. (In case of registered client)
End User Manual
(In case of new client registration)

 User will select sign up option in order to register on the portal as a client
 This process will consists on following steps:
o Personal information
o Business information
o Selection subscription package
o Payment
Fields Functions
First name Client will add his/her first name
Last name Client will add his/her last name
Email address Client will add his/her email details
Contact number Client will add his/her contact details
Password Client will add his/her password
Confirm password Client will confirm his/her password
Next button Client will be able to click this to move
further for registration
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Fields Functions
Business name Client will add his/her business name
Business email Client will add his/her business email
Business contact number Client will add his/her business contact
number
Business address Client will add his/her business address
Date or incorporation Client will add his/her date from calendar
Business type Client will add his/her business type from
drop down
Business employees Client will add his/her business employees
from drop down
Back button Client will click on this button to view
previous menu
Next button Client will be able to click this to move
further for registration
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 In this section client will be able to select package which he/she find interesting, client
will be able to view further details of package by clicking “View details” option.
End User Manual
 At the end of registration as a new client process, client will be able to add their name,
email and upload the picture of their E-signature and will also be able to mark the
condition for service agreement in case of acceptance.
 Client will also be able to read the service agreement by clicking on the “Service
Agreement” option.
End User Manual
5.2. Client Dashboard Screen

After entering the credentials, the user will be redirected to the main client dashboard screen.
End User Manual
5.3. Client Side bar menus

15) Task: in this menu client will be able to view task and
details associated with task
16) HR-Advisor: in this menu client will be able to view HR
advisors and registered HR advisors
17) Packages: in this section client will be able to view
details of packages for client and client which includes
monthly packages , Solutions center and requested
services and subscription packages along with sales or
promotion offers
18) Document center: in this section client will be able to
view documents related to the portal
19) Vendor Partners: in this section client will be able to
view their vendors details
20) FAQ: In this section client will be able to view list of
question and answers
21) Message Board: via this menu client can share message
with the other members
22) Referrals: in this menu client can view details of referral
End User Manual
4.4 Dashboard Screen

Total task This menu shows the total task assigned to advisor
Document This menu shows the document uploaded on the client portal
Total hours This menu shows the total number of hours spend on the portal
Reward point This menu shows the total reward point
Recent task This section shows the task currently going on
 Client can view details of activities perform along with the time and details of user via
End User Manual
4.4 Edit Profile Screen
 In order to update / edit the profile details of client, user will be able to add the
mentioned details
 Client will further confirm the changes or details by clicking “Update Profile” Button or
“Cancel” button.
End User Manual
3.7. Notification
Notification: this bell

icon shows the number
of notification received
by the client and by
clicking on it client can
view the further details
of notification regarding
activities.
3.8. Logout
Log out: client will be able to log out


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ProSarvants.

Title: User Manual

Created By PNC Logos

Date Created 13/05/2020

Version Number Modified By Modifications Made Date Modified Status

1.1. System Overview

2.2. Footer Section

.1. Log on to the site (Admin)

2.2. Admin Dashboard Screen

2.2.2. Dashboard side bar

1) Dashboard: main dashboard screen

2.2.3. Dashboard screens menus

Dashboard Details Function

 Admin can view details of client via above screen section

Log out: Admin will be able to log out

4.1. Log on to the site (Advisor)

4.2. Advisor Dashboard Screen

3.1. Side bar menu

1) Dashboard: main dashboard screen

3.2. Profile Management

3.3. Dashboard screens menus

Dashboard Details Function

Notification: this bell

Log out: Advisor will be able to log out

5.1. Log on to the site (Client)

(In case of new client registration)

5.2. Client Dashboard Screen

5.3. Client Side bar menus

14) Dashboard: main dashboard screen

4.4 Dashboard Screen

Dashboard Details Function

4.4 Edit Profile Screen

Notification: this bell

Log out: client will be able to log out

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