HRM

HRM modules consist of:

1. Leave types & Leaves.
2. Attendance
3. Payroll
4. Holiday
5. & related settings

Leave types

1. Only admin can manage leave type (add or edit)
2. Fields:
1. Leave Type: Enter the name of the type of leave.
2. Max leave counts: Maximum number of leaves allowed for the leave type.
3. Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”

Leave Management

1. Add leave: Leave Type(dropdown list), Start Date, End Date, Leave type, Reason (text area)
2. Default status of a leave added is pending
3. Admin can change the status: status(pending, canceled, approved) by clicking on the leave status column button.
4. Inbuilt app Notification will be sent to admin when a new leave is added.
5. Inbuilt app Notification will be sent to the applied user when the status is changed by the admin.
6. Only admin can delete a leave.
7. Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
8. Leave Instructions: You can enter special instructions for users before applying for leaves from the settings “Leave Instructions” field.

Leaves Summary for a user

1. For admin: Admin can view leave summary of all other users. On the leaves page filter by an employee name and it will show the summary at the bottom of the page.
2. For Users: Always visible to a user his/her summary.

Attendance by admin & other users

1. Users can add their own attendance, admin can add the attendance of every user.
2. Attendance fields for admin: Employee, Date, Ip address(auto get the user’s IP address), note, clock_in_time, clock_out_time.
3. Attendance by non-admin users: Users can add their own attendance by clicking on the “Clock In” button present in the top navigation bar and clock-in adding a note. And click on the “Clock Out” button before leaving the workplace for checkout and adding a clock-out note.
4. Total work hours will be displayed when the admin selects a particular user and it is always visible to a non-admin user.
5. If the admin wants to add attendance for users & don’t want the user to add their attendance then it can be disabled by unchecking “Allow users to enter their own attendance”

Grace Time:

1. Grace time is useful for fixed shifts.
2. Grace before check-in: Is additional time that is not counted as overtime. Meaning if Grace before check-in is defined as 30Min & a shift starts ar 11 AM, then even if someone check-in at 10.30 AM it’ll not be considered as early checkin
3. Grace after check-in: Similar to before, this is time that is not considered as late even after checking at late. If Grace after check-in is 30 Min, then doing a check-in at 11:30 AM will allowed.
4. Grace before checkout/Grace after checkout: Same as above 3 & 4, but this applies to check out timing.

Getting user’s location in attendance:

When a user/employee clock’s-in the system can save the user’s location from which he/she has put attendance.

NOTE: For the location to work your website must be HTTPS

1. Enabling Location:
1. Go to HRM -> Settings -> Attendance Tab.
2. Check the “Is Location Required?” checkbox & save it
2. Check the below screenshot for locations when adding clock-in

Shift management:

There are two types of shifts that you can create for users.

Fixed shift:

• With the fixed shift, you can create shifts with a specific starting and ending time.
• Therefore users can clock in only at a specific time.
• If users try to clock in or clock out at a time later or earlier than the specified time it will show an error message.

Flexible Shift:

• With the flexible shift, you can create shifts without specific timing
• Therefore users can clock in and clock out at any time.

Assigning shifts to users:

The created shifts can be assigned to specific users, so when users log in they can clock in for the shifts assigned for them.

Click the assign users button for a particular shift and assign shifts for users at particular dates.

ERROR: No active shift at this time

Sometimes while users try to clock-in, it may show this error.
This is because there are no fixed shifts available for that time when they login.

In such conditions you can either manually add the attendance for such users in the attendance tab.

Payroll

1. Only admin can add payroll & other users can view only there own payroll.
2. Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.

Adding Payroll

1. For adding payroll click on Add button in payroll menu.
2. Select Employee and the month/year of payroll.
3. If any existing payroll for the period then it will be shown for editing or new payroll can be added.
4. Fields:
1. Total work duration: Duration of work will be auto-calculated based on attendance
2. Duration Unit: Unit of work like month/hour/week or other.
3. Amount per unit duration: Price per duration.
4. Total: Total work duration x Amount per unit duration
5. Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
6. Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
5. Gross amount = Total + Sum of Allowances – Sum of Deductions
6. Inbuilt app Notification will be sent to the user when payroll is added.

Editing Payroll

To edit a payroll, click on ‘All payroll groups’ tab -> Action -> Edit

Making Payment for Payroll:

To make payment for a particular payroll, Go to Payroll -> All payroll groups.

Click on the action button -> Payment.

Adding Bulk Payroll and Bulk Payment for Payroll:

If you want to add a bulk payroll for all employees or a group of employees follow the step below.

For example: If you have 100 employees then you need to enter 100. You should have a bulk pay option.

While adding payroll, select all the employee names for bulk payment.

After adding the payroll, go to the ‘All Payroll Groups‘ tab where you can find the payroll as a group to add the bulk payment.

Holidays

1. Only admin can add holiday.
2. Other users can view holidays applicable for there location.

Adding Holidays

Fields: Name, Start Date, End Date, Business Location, Note

Permission & Settings for management for HRM

Approve Leave:

By default only admin can approve leave added by other users. But you can assign the Approve leave permission to any other role & assign it to a user. User having approve leave will be able to approve leaves added by other users.

Allow users to enter their own attendance:

You will find this option in HRM -> Settings -> HRM tab. If enabled other users will be able to enter their own attendance and vice-versa

Features in Essentials module:

• ToDo List:
• Add new to-do items
• Mark items as completed.
• Delete items
• Date-Wise to-do list.
• Document
• Easy document storage to the cloud in your server.
• Share documents with other users or other roles.
• Download document.
• Delete documents
• Memos
• Written message or short notes.
• Share with other users or roles.
• Delete
• Reminders
• Add reminder with event name, date, time.
• One time reminder or Repeated reminder – every day or every week or every month
• Nice calendar view.
• Messages
• Send messages to everyone within your business.
• Send to a particular location.
• Permission to allow sending or only view.
• Knowledge Base
• Add information about your business, product, and services.
• Share these details if needed.
• Settings
• Separate settings enabled for leave, payroll, attendance, sales target, and essentials.