For setting up new accounts, follow the below steps –
1. Sign up to Sanarp for a new hotel by clicking here – https://www.sanarp.com/ and click on “Sign-up for free” button.
2. Complete the registration. It will prompt you to verify your email. Once done, you are ready to add your staff/ employees.
Support file: https://help.sanarp.com/?article=account-sanarp-lite-sign-up
3. Login to Sanarp with your Email ID & Password and navigate to HRM.
4. Create Department – Navigate to Department and add Department by clicking on “Create” Department. Ensure all the details are filled up properly.
How to create a Department – https://www.youtube.com/watch?v=rDNiaFvASdQ
Support file: https://help.sanarp.com/?article=hrm-create-department
5. Add employees – employees can be added in two ways
a. Click on Create employees to add employees 1 by 1.
Support file: https://help.sanarp.com/?article=hrm-create-employees
b. To add employees as a bulk –
- Click on the import button on the right hand corner and download the employee import template.
- Fill the mandatory columns (employees name, employee no (not editable after upload), company, department, email id, phone no, etc. Ensure the multiple entries under educational qualification & blood group is removed.
- Import the employee upload template
Support file: https://help.sanarp.com/?article=hrm-bulk-employee-import
How to add employees – https://www.youtube.com/watch?v=quTKqahbXBI
6. Create Login access – to give access for an employee, Click on the box on the employee on the right side, a pop-up will appear. Select the user role (Admin/ Executive/ Normal user) and confirm it.
Note: ensure the phone no and email Id are correct. Once access is given, it is not editable. For updating it, ticket has to be raised to Sanarp team.
How to give login access – https://www.youtube.com/watch?v=GR6BlmB6xTQ
Support file: https://help.sanarp.com/?article=hrm-employee-login-access
7. Inspection – Any paper based forms can be converted into digital form. To start –
a. Import Inspection – To import already existing form, Navigate to Inspections -> templates -> Import templates.
https://www.youtube.com/watch?v=iD0HUvV02uU
Support file: https://help.sanarp.com/?article=inspection-import-inspection
b. Create template – Navigate to Inspections -> templates -> click on “Create template” button
Create Inspection Template – https://www.youtube.com/watch?v=cCkltgctZqA
Support file: https://help.sanarp.com/?article=inspection-create-inspection
NB: to get an individual/ specific template link, copy the link below the Inspection template name.
c. Status – Inspection location can be added as a bulk under Status. To do that, Click on Inspections -> Status -> Import template. Fill the import and update it.
Support file: https://help.sanarp.com/?article=inspection-add-inspection-location
d. Do Inspections – To do inspection on mobile web, Login to Sanarp mobile web -> navigate to inspection -> “Inspection” and select the template to do inspection.
Support file: https://help.sanarp.com/?article=inspection-do-inspections
Public Inspection: https://help.sanarp.com/?article=inspection-public-inspection
e. Inspection Reports – Any inspection report can be accessed under Inspections -> Inspection reports. Reports can be filtered by Inspection Name, Any number, etc.
Support file: https://help.sanarp.com/?article=inspection-view-report
f. Report Download – To download the inspection report, click on the Inspections -> Inspection reports ->“Export” -> Select the template name & Date (max 7 days allowed)
Support file: https://help.sanarp.com/?article=inspection-export-inspection
Contactless check -in support file – https://www.youtube.com/watch?v=LKaJ0MU6Kqk
8. F&B – To add F&B products, click on Facilities -> F&B Items -> to Add Room Service. To add more menu items, click “+ Menu Item” , to add more sections, click “+ Section”
Support file: https://help.sanarp.com/?article=facilities-fb
9. Retail – Retail products needs to be added and then generate retail link.
- Add retail product: To add more retail products, click on Retail -> Create Retail.
Support Link: https://help.sanarp.com/?article=retail-create-retail-product
- Generate Retail link – to generate retail link, click on Retail -> Retail Page -> Add WhatsApp number, Sales Contact Email, Cover Page and click on “Generate”
Support video – https://www.youtube.com/watch?v=IGNC9_AlSaQ&t=184s
Support file: https://help.sanarp.com/?article=retail-generate-retail-link
10. Sanarp Guest home page: To Generate Sanarp Homepage, Navigate to Dashboard -> click on “Copy URL” / “Download QR Code”
Support file: https://help.sanarp.com/?article=account-sanarp-lite-homepage
Support video – https://www.youtube.com/watch?v=UxwY1NZevIg
11. Task – task can be created for issue reporting. Tasks are also created for all F&B and sales orders by guests.
- Create Task – Task can be created from Sanarp mobile application.
Support file: https://help.sanarp.com/?article=task-create-task-web
Mobile issue reporting: https://help.sanarp.com/?article=task-create-task-mobile
- F&B and Sales order– For F&B and sales order made by Guests, task will be completed. Once order is completed, staff can generate the invoice for bill payment.
- Generate Invoice – Invoice can be generated from order page. To generate invoice, refer – https://help.sanarp.com/?article=payment-fb-and-sales-orders
12. Attendance – Sanarp workforce collaboration also provide contactless attendance for staff. To set up contactless attendance refer – https://help.sanarp.com/?article=how-do-i-set-geo-fence-coordinate-for-my-workplace
13. Leaves – Sanarp leaves system for Staff helps to automate the leave apply and tracking for staff.
- Leaves import – Leaves must be imported first for the staff. To import leaves, refer – https://help.sanarp.com/?article=track-import-leave
- Leave Apply by Staff – Staff can apply individual Leaves from their mobile application. To apply leaves, refer – https://help.sanarp.com/?article=track-leave-apply-by-employee
- Leave Apply by Supervisor – A supervisor can also apply leaves on the staff behalf. To apply leaves, refer – https://help.sanarp.com/?article=track-apply-leave-by-supervisor
- Leave Approve (Supervisor) – Once applied, leave will be in Supervisor (1st level approval) queue for approval. To approve – https://help.sanarp.com/?article=track-approve-reject-leaves-by-supervisor
- Leave Approve (Admin) – After Supervisor leave approve, the leave will be in Admin/ HR queue for approval. To approve, refer – https://help.sanarp.com/?article=track-approve-reject-leaves-by-admin
- Leave data Export – Staff leave data can be exported. To download, refer – https://help.sanarp.com/?article=track-leaves-export
