# SecureForce

> SecureForce is a workforce platform for security and facility-management companies: hire and verify staff (onboarding, KYC), post them at client sites, capture attendance on their phones with a photo and location check, and turn that attendance into the client's daily report (DMR), payroll and billing.

These are the product docs as plain Markdown. Each page explains one area of the app, the exact button and field names, the order things must be done in, and how that area connects to the others. Start with Core concepts for how the modules depend on each other; the Agent guide lists every app route with the role it needs.

## Getting started

- [SecureForce documentation](https://secureforce.pages.dev/docs/md/index.md): What SecureForce does, who it is for, and where to start reading.
- [Quickstart](https://secureforce.pages.dev/docs/md/quickstart.md): A step-by-step walkthrough with a picture of every screen, from signing up to a new worker checking in at a customer's site and showing on the daily report.
- [Core concepts](https://secureforce.pages.dev/docs/md/core-concepts.md): The records SecureForce is built on and how they connect, from workspace to employee to deployment to roster to attendance to reports, payroll and billing.
- [Roles and access](https://secureforce.pages.dev/docs/md/roles-and-access.md): The eight roles, the permissions each one holds, and how data scopes limit what a login can see.

## Set up

- [Workspace](https://secureforce.pages.dev/docs/md/workspace.md): Sign up, create and switch workspaces, and find your way around the screen.
- [Organization](https://secureforce.pages.dev/docs/md/organization.md): Set up your own company's structure (vendor companies, branches, departments, service lines and employee grades with their pay currency), which every employee and deployment refers to.
- [Clients and sites](https://secureforce.pages.dev/docs/md/clients-and-sites.md): Add the customers you supply staff to and the sites where your staff work, including the GPS point and geofence radius used for the attendance location check.
- [Customer setup](https://secureforce.pages.dev/docs/md/customer-setup.md): Set up a whole customer in one go — customer group, sister companies, contracts, sites and approved headcount — saved together or not at all.
- [Administration](https://secureforce.pages.dev/docs/md/administration.md): Give people logins and roles, link logins to employee records, limit what each login sees with data scopes, set code numbering, and read the audit log.

## People

- [Employees](https://secureforce.pages.dev/docs/md/employees.md): Add employees one by one or in bulk from a CSV, set up the document types you collect, and use the employee profile that ties every module together.
- [Document rules](https://secureforce.pages.dev/docs/md/document-rules.md): Decide which documents are mandatory for each staff category and designation, and how HR approval is refused until every one is in.
- [Onboarding](https://secureforce.pages.dev/docs/md/onboarding.md): The six-step onboarding checklist for each new employee, ending with their deployment to a client site, and the Onboarding tracker.
- [HR approval](https://secureforce.pages.dev/docs/md/hr-approval.md): Approve a new worker on a pre-approved salary structure with an e-signed employment contract, optionally with a second HR approver (maker-checker), and issue the employee ID and ID card.
- [KYC verification](https://secureforce.pages.dev/docs/md/kyc.md): Run the ten pre-hire checks for a security guard (identity, address, employment history, police, medical, PSARA training, references, bank), fetch documents from DigiLocker, and clear the candidate for deployment.

## Operations

- [Approve & Deploy](https://secureforce.pages.dev/docs/md/approve-and-deploy.md): Allocate an HR-approved worker to a customer site — designation, shift and weekly off or reliever, client NDA, face — and send them to attendance, payroll, billing and the customer's report in one click.
- [Deployment](https://secureforce.pages.dev/docs/md/deployment.md): Post a person at a client site in a role, from a start date, with a pay rate and a bill rate. This drives the daily report's "Deployed" count, payroll and billing.
- [Shifts and roster](https://secureforce.pages.dev/docs/md/shifts-and-roster.md): Define shifts, roster each person on a shift at a site for each day, and manage attendance records by hand on the Attendance page.
- [Field Attendance](https://secureforce.pages.dev/docs/md/field-attendance.md): Guards check in and out on their phone with a photo and a location check against the site boundary; supervisors check in guards without a smartphone by mobile number, run the muster, correct and approve days; Today and Performance show the numbers.
- [Leave](https://secureforce.pages.dev/docs/md/leave.md): Record leave balances, raise leave requests, approve or reject them, and see how approved leave appears in attendance and payroll.

## Customers

- [Daily report (DMR)](https://secureforce.pages.dev/docs/md/daily-report.md): The Daily Management Report shows, per site and designation, the approved headcount against how many are deployed and present, and the shortage; it can be printed, downloaded as Excel, and seen by the customer.
- [Client portal](https://secureforce.pages.dev/docs/md/client-portal.md): The customer-facing view of guard attendance, the daily report (DMR), their sites, billing inputs, compliance follow-ups and service requests, and how to give a customer their own login.

## Finance

- [Finance, from attendance to cash](https://secureforce.pages.dev/docs/md/finance.md): The monthly finance cycle step by step: payroll, billing and GST invoices, client payments, receivables, reconciliation, profitability and the Finance overview.
- [Payroll and billing](https://secureforce.pages.dev/docs/md/payroll-and-billing.md): Generate payroll and server-authoritative billing from approved attendance, then approve, invoice, export and lock each period with GST and audit controls.

## Oversight

- [Compliance](https://secureforce.pages.dev/docs/md/compliance.md): Track statutory, workforce, client and site deadlines such as licence renewals, PF/ESIC filings and police re-verification, with due dates, owners and alerts.
- [Dashboard, notifications and reports](https://secureforce.pages.dev/docs/md/dashboard-and-reports.md): The Dashboard, Company Overview, Notifications, Reports and your Profile, the pages that tell you what needs attention.

## Office IT

- [Activity tracking and software security](https://secureforce.pages.dev/docs/md/activity-tracking.md): For office staff on company laptops, the SecureForce agent reports activity (online, foreground app, focused vs idle time) and installed software, and raises alerts for software not on the allowed list.
- [Remote lock and Lost Mode](https://secureforce.pages.dev/docs/md/remote-lock-and-lost-mode.md): Lock a company laptop's screen remotely, or put a lost or stolen laptop into Lost Mode so it stays locked behind a full-screen notice until you release it. Both work through the Activity Tracker agent already on the laptop.

## Reference

- [Routines](https://secureforce.pages.dev/docs/md/routines.md): Checklists for setting up a new customer site, bringing on a new guard, and the daily and monthly routines.
- [Troubleshooting](https://secureforce.pages.dev/docs/md/troubleshooting.md): Common problems (login not linked, no shift rostered, location or camera blocked, wrong DMR numbers, payroll without rates, locked onboarding or KYC) with the cause and the fix.
- [Glossary](https://secureforce.pages.dev/docs/md/glossary.md): Definitions of SecureForce and facility-management terms such as workspace, site, geofence, deployment, roster, muster, DMR, NFH, KYC, PSARA, DigiLocker and data scope.
- [Agent guide](https://secureforce.pages.dev/docs/md/agent-guide.md): A compact reference for AI assistants and automation, covering every app route, the role each task needs, the order of operations, task recipes with exact UI labels, and the data model.

## Optional

- [All pages in one file](https://secureforce.pages.dev/llms-full.txt): every page above, concatenated.