HR User Guide

2019
User Guide
HUMAN RESOURCES
User Guide
Created: January 1, 2019
Last Updated: February 25, 2019
Document Contact: Caryl Librando
caryl.librando@arielussoftware.com
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Contents
How to create new Employee ................................................................................................................. 8
How to view the Employee's profile ..................................................................................................... 12
How to view Employee's documents .................................................................................................... 18
How to upload new Employee's document .......................................................................................... 19
How to download Equipment form. ..................................................................................................... 20
How to upload New Requirement. ....................................................................................................... 21
How to view Employee history ............................................................................................................. 23
How to view Employee's schedule ........................................................................................................ 24
How to view Employee's attendance .................................................................................................... 24
How to create Manual Attendance ....................................................................................................... 25
How to view No. Of Working Days, Present, Late, Undertime, Overtime, Absent, Half-Days, Leave and
Invalid Attendance by Date Range. ....................................................................................................... 28
How to view Present, Absent, Half Day, Overtime and on Leave Employees ....................................... 29
How to create Overtime request .......................................................................................................... 29
How to view Overtime details............................................................................................................... 31
How to cancel Overtime request .......................................................................................................... 32
How to create Leave request ................................................................................................................ 33
How to view Leave details .................................................................................................................... 35
How to cancel Leave request ................................................................................................................ 36
How to attach file (Leave) ..................................................................................................................... 37
How to generate form (Leave) .............................................................................................................. 38
How to generate form (Overtime) ........................................................................................................ 39
How to add Actual Time (Overtime) ..................................................................................................... 40
How to update Actual Time (Overtime) ................................................................................................ 41
How to approve Overtime request ....................................................................................................... 43
How to decline Overtime request ......................................................................................................... 44
How to approve Leave request ............................................................................................................. 45
How to decline Leave request ............................................................................................................... 45
How to update the Schedule ................................................................................................................ 46
How to swap Schedule .......................................................................................................................... 49
How to approve the Schedule Swap request. ....................................................................................... 52
How to add Schedule ............................................................................................................................ 53
Arielus Software Inc. | 3F Centro Maximo 2 Bldg, D. Jakosalem St. | Cebu City | www.arielussoftware.com | 32-888-9448
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How to view Schedule By Shift.............................................................................................................. 55

How to request for Shift Changes ......................................................................................................... 56
How to view Shift Submitted Changes .................................................................................................. 56
How to evaluate Employee’s performance ........................................................................................... 57
How to create new Rank and File Performance .................................................................................... 60
How to add new Template .................................................................................................................... 61
How to download a Template ............................................................................................................... 62
How to upload Rank and File Document ............................................................................................... 63
How to create new complaint ............................................................................................................... 64
How to view Letter of Appointment (LOA) ........................................................................................... 65
How to upload Letter of Appointment.................................................................................................. 66
How to update Violation details ........................................................................................................... 67
How to create new Remarks ................................................................................................................. 68
How to view Violation History .............................................................................................................. 70
How to create new Announcement ...................................................................................................... 71
How to view Announcement details ..................................................................................................... 72
How to update Announcement ............................................................................................................ 72
How to deactivate Announcement ....................................................................................................... 73
How to print the Announcement .......................................................................................................... 74
How to create new Memo .................................................................................................................... 74
How to view Memo details ................................................................................................................... 76
How to deactivate Memo ..................................................................................................................... 76
How to print the Memo ........................................................................................................................ 77
How to create new Activity ................................................................................................................... 77
How to view Activity details .................................................................................................................. 79
How to update Activity ......................................................................................................................... 80
How to deactivate Activity .................................................................................................................... 81
How to generate Attendance Report .................................................................................................... 82
How to create new Nationality ............................................................................................................. 83
How to update Nationality.................................................................................................................... 84
How to delete nationality ..................................................................................................................... 85
How to create new Religion .................................................................................................................. 85
How to update Religion ........................................................................................................................ 86
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How to delete Religion ......................................................................................................................... 87

How to create new Holiday.................................................................................................................. 88
How to update Holiday ........................................................................................................................ 89
How to delete Holiday .......................................................................................................................... 90
How to update Holiday and Overtime Rate Settings............................................................................. 91
How to create new Shift ....................................................................................................................... 92
How to update Shift .............................................................................................................................. 93
How to delete Shift ............................................................................................................................... 94
How to set Shift Approver..................................................................................................................... 94
How to remove Shift Approver ............................................................................................................. 95
How to set Employee Leaves Approver ................................................................................................ 96
How to set Employee Overtime Approver ............................................................................................ 97
How to set users for any different Notifications ................................................................................... 98
How to create new Company Requirement .......................................................................................... 99
How to update Company Requirement .............................................................................................. 100
How to set Requirement per Business Unit ........................................................................................ 101
How to set Employee Budget .............................................................................................................. 101
How to filter Employee by Business Unit ............................................................................................ 102
How to filter Employee by Department .............................................................................................. 104
How to filter Late Employees .............................................................................................................. 106
How to filter Undertime Employees ................................................................................................... 106
How to filter both Late & Undertime Employees ................................................................................ 107
How to get payroll details ................................................................................................................... 110
How to Generate Pay slip.................................................................................................................... 110
How to Set senority pay and notifications .......................................................................................... 111
How to edit Payroll Budget ................................................................................................................. 113
How to edit SSS payroll table .............................................................................................................. 115
How to view Philhealth table .............................................................................................................. 117
How to edit BIR-Monthly table ........................................................................................................... 119
How to edit BIR-Annual table.............................................................................................................. 121
Basic Steps to edit Pag-ibig Percentage Settings ................................................................................. 123
How to generate SSS-R3 Report.......................................................................................................... 124
How to generate SSS-R5 Report.......................................................................................................... 125
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How to generate SSS-R1A Report ....................................................................................................... 127

How to generate Philhealth-ER2 Report ............................................................................................. 129
How to generate Philhealth-RF1 Report ............................................................................................. 131
How to generate Pagibig-M1-1(MCRF) Report .................................................................................... 133
How to generate Pagibig FPF060 Report ............................................................................................ 135
How to generate BIR-1601C Report .................................................................................................... 137
How to generate BIR-1604CF Report .................................................................................................. 140
How to generate BIR-1604CF(Schedule 7.1) Report ........................................................................... 142
How to generate BIR-2316 Report ...................................................................................................... 147
How to edit pay type per employee.................................................................................................... 150
How to Edit Pay Type .......................................................................................................................... 152
How to Process New Monthly Payroll ................................................................................................. 153
How to Process New Semi-Monthly Payroll ........................................................................................ 158
How to Process New Weekly Payroll .................................................................................................. 163
How to Process New 13th Month Payroll ............................................................................................ 168
How to Process New Final Pay Payroll (Monthly) ............................................................................... 173
How to Process New Final Pay Payroll (Semi Monthly) ....................................................................... 178
Basic Steps to set Payroll Approver per Business Unit ........................................................................ 184
Basic steps to use Paytype settings ..................................................................................................... 185
How to view Memo Details ................................................................................................................. 192
How to view Announcement Details................................................................................................... 193
How to view all announcements ......................................................................................................... 194
How to view all memos ....................................................................................................................... 195
What can be found in the Home Page ................................................................................................ 196
How to Generate form for Overtime Request .................................................................................... 199
How to View Overtime Request Details .............................................................................................. 199
How to Generate form for Leaves....................................................................................................... 200
How to view Leave Details .................................................................................................................. 200
How to cancel Created Message ......................................................................................................... 201
How to view Memo Replies ................................................................................................................ 202
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How to change password .................................................................................................................... 202

How to reply Memos .......................................................................................................................... 203
How to view Documents ..................................................................................................................... 204
How to Logout account ....................................................................................................................... 205
How to set that you are out in the office ............................................................................................ 205
How to View Profile ............................................................................................................................ 206
How to create new Overtime Request ................................................................................................ 206
How to view messages ........................................................................................................................ 207
How to redirect approval .................................................................................................................... 208
How to view Notifications ................................................................................................................... 209
How to view Leaves ............................................................................................................................ 209
How to view Pending Request ............................................................................................................ 210
How to view Memo............................................................................................................................. 210
How to compose new message .......................................................................................................... 211
How to view Schedule......................................................................................................................... 212
How to view attendance ..................................................................................................................... 213
How to update Company Profile Settings ........................................................................................... 215
How to create new User Account ....................................................................................................... 215
How to change the User Account Status............................................................................................. 217
How to change the User Role ............................................................................................................. 218
How to create New Role ..................................................................................................................... 218
How to update the Role ...................................................................................................................... 219
How to view Roles and Permission ..................................................................................................... 220
How to set Roles and Permissions per Department ............................................................................ 221
How to create new User Group .......................................................................................................... 221
How to update User Group ................................................................................................................. 222
How to delete User Group .................................................................................................................. 223
How to reset password ....................................................................................................................... 224
How to set redirect approval .............................................................................................................. 225
How to create New Activity ................................................................................................................ 226
How to create New Position ............................................................................................................... 227
How to update Position ...................................................................................................................... 228
How to create new Department ......................................................................................................... 229
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How to update Department ................................................................................................................ 230

How to delete Department ................................................................................................................. 231
How to create new Section ................................................................................................................. 232
Flow .................................................................................................................................................... 232
How to update Section ....................................................................................................................... 233
Flow .................................................................................................................................................... 233
How to delete Section......................................................................................................................... 234
Flow .................................................................................................................................................... 234
How create Business Unit ................................................................................................................... 235
Flow .................................................................................................................................................... 235
How to update Business Unit .............................................................................................................. 235
How to add New Branch ..................................................................................................................... 236
How to Set Permission for the chosen role in Human Resource ......................................................... 238
How to Set Permission for the chosen Role in Dashboard .................................................................. 239
How to Set Permission for the chosen role in System Settings ........................................................... 240
How to Set Permission for the chosen Role in Payroll ........................................................................ 241
How to view the HR Dashboard per Year ............................................................................................ 244
How to view the HR Dashboard by Business Unit ............................................................................... 244
How to view the Payroll Dashboard per Year ..................................................................................... 245
How to view the Payroll Dashboard by Business Unit......................................................................... 246
How to view the Executive Dashboard per Year ................................................................................. 247
How to view the Executive Dashboard by Business Unit .................................................................... 248
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HUMAN RESOURCE
USER GUIDE
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How to create new Employee

Flow
1. Login as an Admin
2. Navigate Human Resource.
3. Hover the sidebar menu People.
4. Select People.
5. Click on 'Create New Employee' button.
6. Click on ‘I Agree' button.
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7. Fill in all required fields (Personal Details, Leaves, Payroll, Schedule and Attendance,
Requirements and Previous Employer). For Personal Details, click on Personal Details
and fill in all the required fields.
8. For Leaves, click on Leaves. Select either new employee or old employee. Set the sick
leave balance and taken.
9. Set the vacation leave balance and taken.
10. Set the Solo Parent Leave balance and taken.
11. For Payroll, click on Payroll. Select option by clicking the checkbox.
12. Input amount on the Salary field.
13. Input amount on the Loan Amount field.
14. For Schedule and Attendance, click on the schedule and attendance.
15. Click on checkbox if it has Lunch break. Set the Start Time and End Time.
16. Click on shift dropdown button and select employee’s shift.
17. For Requirements, click on Requirements. Requirements are being set depending on
what business unit is being selected for the employee. (see on page 9)
18. For Previous Employer, click on Previous Employer.
19. Click on the checkbox if it has a previous employer.
20. Fill in all the required fields.
21. Click on ‘Create’ button.
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How to Set Requirements for when creating a new Employee

Flow
1. Requirements are being set by Business Unit. To set the requirements, Click on the
sidebar menu ‘Settings’.
2. Click on ‘Requirement Settings’ tab.
3. Click on ‘Requirements Per Business Unit’ tab.
4. Select a Business Unit by clicking the dropdown button.
5. Select all the Requirements needed for the certain Business Unit by clicking the
checkbox.
6. Click on Save button.
7. After Saving, all the selected requirements will be automatically checked upon
selecting the certain Business Unit when creating a new Employee.
How to Update Employee's details

Flow
2. Navigate Human Resource
3. Hover the sidebar menu People
4. Select People
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5. Click on Employee’s picture or use the search bar to easily find the employee.
6. Click on Employee’s picture.
7. Click on the edit button under the Personal Details.
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(Note: Employee’s Salary will only be updated through Letter of Appointment)
How to view the Employee's profile

Flow
4. Select People
5. Click on the employee’s picture or use the search bar to easily find the employee.
How to the Update Employee's Personal Characteristics

Flow
4. Select People
5. Click on the Employee’s picture or use the search bar to easily find the employee.
6. Click on Personal Characteristics edit icon.
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7. Update Personal Characteristics.

How to add Employee’s Marital History

Flow
4. Select People
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6. To Update Marital Status, click on the status.
7. Click on the dropdown button and select marital status.
8. Click on the Save button.
9. To add ‘Spouse’, click on the “Add Spouse” text link.
11. Click on Add button.
12. To add ‘Child’, click on the “Add Child” text link.
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13. Fill in all the required field.
14. Click on the Add button.
How to add Employee’s Family History and Information

Flow
4. Select People
6. Click on the Add button under the ‘Family and Information’.

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How to add Employee’s Educational Background

Flow
4. Select People
6. Click on the Add button under the ‘Educational Background’.

How to add Employee’s Place of Residence since Birth

Flow
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4. Select People
6. Click on the Add button under the ‘Place of Residence since Birth’.

How to add Employee’s Previous Employment

Flow
4. Select People
6. Click on the checkbox. (Note: Checkbox must be clicked twice for the fields to be
enabled)
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How to view Employee's documents

Flow
4. Select People
6. Click on Documents tab.
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How to upload new Employee's document

Flow
4. Select People
5. Click on employee’s picture or use the search bar to easily find the employee.
6. Click on Documents tab
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7. Click on Upload New Document button.
8. Input text on the Title field.

9. Select the type by clicking the dropdown button.
10. Set the Date Issued by clicking on the calendar icon.
11. Set the Expiry Date by clicking on the calendar icon.
12. Click on checkbox if it has no Expiry Date.
13. Click on Browse button and select the document from your computer.
14. Click on Upload button.
How to download Equipment form.

Flow
4. Select People
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6. Click on Documents tab
7. Click on Upload New Document button.
8. Click on Equipment Form button.
How to upload New Requirement.

Flow
4. Select People
6. Click on Requirements tab
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7. Click on Upload New Requirement button.
8. Input text on File Name field.

9. Select type by clicking the dropdown button. (Options being displayed are based from
the Requirements Settings that are being set by Business Unit) page.10
10. Set Date Issued by clicking on the calendar icon.
11. Set Expiry Date by clicking on the calendar icon.
12. Click on the checkbox if it has no Expiry Date.
13. Click on Browse button to select file.
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How to view Employee history

Flow
4. Select People
6. Click on Employee History tab.
Uploaded Letter of Appointment will be displayed in Employee’s history
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How to view Employee's schedule

Flow
4. Select People
5. Click on Employee's picture

6. Click on View Schedule text link
How to view Employee's attendance

Flow
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4. Select People

6. Click on View Attendance text link
How to create Manual Attendance

Flow
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3. Click on sidebar menu 'HR Attendance'.

4. Click on 'Create Manual Attendance' button.
5. Select one button based on what type of employees. If Multiple Employees is being
Selected, search
employee must enable to select employees.
or
Choose option from different available buttons.
6. Click on 'View' button.
7. Click the check box beside the employee’s picture to select the employee or else click
the checkbox above to select all the employees.
8. Click on 'Create' button.
9. Input the "Start Date" and "Start Time".

10. Input the "End Date" and "End Time". To set the date, click on the calendar icon.
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11. To set the Time, click on the clock icon below.
13. Click 'Create' button.
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How to view No. Of Working Days, Present, Late, Undertime, Overtime, Absent, Half-
Days, Leave and Invalid Attendance by Date Range.
Flow

4. Select People

6. Click on View Attendance text link
7. Set the Date From by clicking on calendar icon.
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8. Set the Date To by clicking on calendar icon.
How to view Present, Absent, Half Day, Overtime and on Leave Employees
Flow
3. Click on 'HR Attendance’

4. Choose Date
5. Click on "Filter By' drop down to choose an option. For Business Unit, choose an
option which Business Unit. For Department, choose which department.
How to create Overtime request

Flow
1.Login as an Admin
3. Hover Request
4. Select 'Overtime'
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5. Click on 'Create New Overtime Request' button
6. Search Employee’s last Name.
7. Input text on Purpose field.

8. Set start Date and Start time.
9. Set End Date and End time.
10. Click "Create" button. Message pop-up "Overtime Request Successfully Created".
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How to view Overtime details

Flow
3. Hover Request.
4. Click 'Overtime'.
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How to cancel Overtime request

Flow
3. Hover Request.
4. Click 'Overtime'.

6. Click 'Cancel' button.
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7. Input text on the field.

8. Click on Ok button.
How to create Leave request

Flow
3. Hover request
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4. Click on 'Leave'
5. Click on 'Create New Leave Request' button
6. Search for Employee’s last Name.
7. Choose which type of leaves. (Full Day, Partial, Multiple or Sick Leave)
8. Set Date on Date Field.
9. Click on Leave type drop down.
10. Choose an Option.
11. Input text in Reason field
12. Click on 'Create' button
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How to view Leave details

Flow
1. Login as Admin
3. Hover Request.
4. Click on 'Leave'.
5. Click on Employee's picture.
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How to cancel Leave request

Flow
3. Hover Request.

6. Click on 'Cancel' button.
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7. Input text on the field.

8. Click on Ok button.
How to attach file (Leave)

Flow
3. Hover Request.
5. Click on Attach File text link.
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6. Input text on the File Name field.

7. Click on Browse button to select a file.
8. Click on the Upload button.
How to generate form (Leave)

Flow
3. Hover Request.
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6. Click on 'Generate Form' button.
How to generate form (Overtime)

Flow
3. Hover Request.
4. Click on 'Overtime'.
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6. Click on 'Generate Form button
How to add Actual Time (Overtime)

Flow
3. Hover the sidebar menu Request.
4. Select 'Overtime'.

6. Click on ‘Add Actual Time' button.
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7. Set start Date and start Time.

8. Set end Date and end Time.
9. Click 'Save' button.
How to update Actual Time (Overtime)
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Flow
3. Hover Request.
4. Click on 'Overtime'.

6. Click on 'Update Actual Time' button.
7. Set start Date and start Time.

8. Set end Date and end Time.
9. Click 'Save' button.
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How to approve Overtime request

Flow
1. Login as an Approver
2. Navigate 'Pending Request'
3. Select Employee's name

54. Click on 'Approve' button
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How to decline Overtime request

Flow
1. Login as an Approver

4. Click on 'Decline' button
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How to approve Leave request

Flow
1. Login as Approver

4. Click on 'Approve' button.
How to decline Leave request

Flow
1. Login as Approver.
2. Navigate 'Pending Request'.
3. Select Employee's name.
4. Click on 'Decline' button.
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How to update the Schedule

Flow
3. Click on sidebar menu Schedule.
4. Click on 'Update Schedule' button.
5. Select options either All Employees, Position, Department, Business Unit, Multiple
Employees or any other options by clicking on the button.
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6. If Multiple Employees, click on its button and search bar.

7. Search for employee's last name.
8. Select Employee's current shift by clicking on shift dropdown button.
9. Set the Start Date by clicking on the calendar icon.

10. Set the End Date by clicking on the calendar icon.
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11. Click on 'View' button.
12. Click on Checkbox to select the employee or click the checkbox beside ‘All
Employees’ to select all of the Employees.
13. Click on 'Update' button.
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14. Set the Starting Date by clicking on the calendar icon.

15. Set the End Date by clicking on the calendar icon.
16. Click on shift dropdown button to select new shift schedule.
17. Click on the checkbox if it’s with Lunch Break.
19. Set the lunch break Starting Time.
20. Set the lunch break End Time.
21. Click on the Save button.
How to swap Schedule

Flow
1. Login as an Employee
2. Navigate My Profile.
3. Click on View Schedule text link.
4. Click on the schedule under the specific date that you wanted to update
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.
5. Click on the shift dropdown button to select shift to be swapped.
6. Select Employee to be swapped with. (Note: Employees to be swapped have the same
Department).
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7. To preview, click on the Preview Swap button.
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8. Click on Submit for Approval.
How to approve the Schedule Swap request.

Flow
1. Login as an Approver.
2. Click the Notification on the upper right.
3. Click on the request or click on the ‘See All’ text link.
4. Click on the Approve button.
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How to add Schedule

Flow
1. Login as an Admin or an Employee. (Note: Employee must have permission to access

the Human Resource department)
4. Select People.
5. Click on Employee’s picture or use the search bar to easily find the employee.
6. Click on View Schedule text link.
7. Select the date that you wanted to add the schedule. (Note: Date must be empty)
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8. Click on checkbox if it is Flex time.

9. Click on the shift dropdown button to select Shift schedule.
10. Click on the checkbox if with Lunch Break.

11. Set lunch break Start Time.
12. Set lunch break End Time.
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How to view Schedule By Shift

Flow
3. Click on Schedule.
4. Click on Schedule By Shift tab.
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How to request for Shift Changes

Flow
3. Click on side bar menu Shift Management.
4. Click on Department drop down.
5. Select a Department.
6. Set the Employee's current shift.
7. Set the new Employee's shift in the lower table.
8. Click and Drag the employee from first table to second table.
9. Click on 'Submit Changes for Approval' button.
How to view Shift Submitted Changes

Flow
3. Click on side bar menu 'Shift Management'.
4. Click on 'Shift Submitted Changes' tab.
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How to approve Submitted Shift Changes

Flow
3. Click on side bar menu 'Shift Management'.
4. Click on 'Shift Submitted Changes' tab.
How to evaluate Employee’s performance

Flow
4. Select People.
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5. Click on Employee’s picture.

6. Click on ‘Employee Details’ Evaluate button.
7. Click on Continue button.
8. Set the Business Unit by clicking the dropdown.

9. Set the Business Unit Branch by click the dropdown.
10. Click on Add New Template button.
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11. Input the File Name on the field.

12. Click on Business Unit dropdown and Select the Business Unit.
13. Click on Business Unit Branch dropdown and Select the Business unit Branch.
14. Set the Date Issued by clicking the Calendar icon.
15. Set the Expiry Date by clicking the Calendar icon or else click the checkbox if it has
No Expiry Date.
16. Click on Browse button and select the Document.
18. Click on Upload Document button on Step 3.

19. Browse and select the document.
20. Click on Create button.
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How to create new Rank and File Performance

Flow
3. Hover Performance.
4. Click on Rank and File Performance.
5. Click on 'Create New Rank and File Performance' button.
6. Click on search bar and search for Employee.

7. Download a Template.
8. Upload a Document.
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How to add new Template

Flow
6. Search for Employee.

7. Click on 'Add New Template' button.
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8. Input text on File Name field.

9. Select Business Unit.
10. Select Business Unit Branch.
11. Set Date Issued and Expiry Date or else Click no Expiry Date checkbox.
12. Click on Browse button.
13. Browse Files.

How to download a Template

Flow
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7. Click on Download button.
How to upload Rank and File Document

Flow
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7. Click on 'Upload Document' button.
8. Browse files.
How to create new complaint

Flow
4. Click on Violation.
5. Click on 'Create New Complaint' button
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6. Input text on Title field.

7. Search for Complainant.
8. Choose Option Type.
9. Set Complaint Date.
10. Search Accused Employee.
11. Choose offense Kind
12. Input text on Details field.
How to view Letter of Appointment (LOA)

Flow
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5. Click on View LOA.
How to upload Letter of Appointment

Flow
5. Click on 'Upload LOA'.
6. If for Promotion, select Promotion button or else Demote or Transfer.

7. Set Date Issued.
8. Set Monthly Salary.
9. Click on Department dropdown.
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10. Select Department.

11. Click on Position drop down.
12. Select Position.
13. Click on Employee Status drop down.
14. Select Employee Status.
15. Search for Managing Superior.
17. Select Business Unit Branch.
18. Click on Browse button.
19. Browse file.
How to update Violation details

Flow
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5. Click on Accused picture.

6. Click on Edit button.
7. Update details.
How to create new Remarks

Flow
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5. Click on accused picture.

6. Click on Remarks tab.
7. Click on create new Remarks button.

9. Set the Date filed.
10. Input text on details field.
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How to view Violation History

Flow
5. Click on accused picture.

6. Click on Remarks tab.
7. Click on History tab.
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How to create new Announcement

Flow
3. Click on sidebar menu Announcement.
4. Click on Create New Announcement button.
5. Choose announcement type.

7. Search for Recipient.
8. Search for Requested By.
9. Input text on Details field.
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How to view Announcement details

Flow
4. Click on Announcement Title.
How to update Announcement

Flow
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4. Click on announcement Title.
5. Edit the details.
How to deactivate Announcement

Flow
4. Click on announcement Title.
5. Click on Deactivate Announcement.
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How to print the Announcement

Flow
4. Click on Print button.
How to create new Memo

Flow
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3. Click on sidebar menu Memo.

4. Click on Create New Memo button.
5. Choose what type.

7. Search for Recipient.
8. Search for Requested By.
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How to view Memo details

Flow
4. Click on Memo Title.
How to deactivate Memo

Flow
4. Click on memo Title.
5. Click on Deactivate Memo.
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How to print the Memo

Flow
How to create new Activity

Flow
3. Click on sidebar menu Activities.
4. Click on Create New Activity button.
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5. Input text on Activity Title field.

6. Set Start Date and Start Time.
7. Set End Date and End Time.
8. Input text on Where field.
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How to view Activity details

Flow
4. Click on Activity Title.
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How to update Activity

Flow
5. Edit the details.
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How to deactivate Activity

Flow
5. Click on Deactivate Activity.
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How to generate Attendance Report

Flow
3. Click on sidebar menu Reports.
4. Select Report type either by Date Range, Daily or Monthly.
5. Select type of Employees either by Department, Section, Business Unit, Business Unit
Branch or Multiple Employees. If Department select the Department. If Section, select
what Section. If Multiple Employees, search the employee in the search bar.
6. Set Start Date and End Date if Date Range. Date only for Daily. And month and year
for Monthly.
7. Select type of report to be generate either in Pdf or Excel file.
8. Click on Generate Report button.
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How to create new Nationality

Flow
3. Click on sidebar menu Settings.
4. Click on Profile Settings tab.
5. Click on Create New Nationality button.
6. Input text on Nationality field.

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How to update Nationality

Flow
5. Click on edit icon.
6. Edit the nationality.

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How to delete nationality

Flow
5. Click on Delete Icon.
6. Click on Yes button.
How to create new Religion

Flow
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5. Click on Create New Religion button.
6. Input text on Religion field.

How to update Religion

Flow
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5. Click on Religion edit icon.
6. Edit the Religion.

How to delete Religion

Flow
5. Click on religion delete icon.
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How to create new Holiday

Flow
4. Click on Holiday tab
5. Click on Holiday Date Settings tab.
6. Click on Create New Holiday button.
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7. Input text on Holiday Name field.

8. Set Start and End Date.
9. Select Holiday Type.
How to update Holiday

Flow
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3. Click on sidebar menu Settings

4. Click on Holiday tab.
6. Click on Holiday edit icon.
7. Edit Holiday.
How to delete Holiday

Flow
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6. Click on Holiday delete icon.
How to update Holiday and Overtime Rate Settings

Flow
5. Click on Holiday and Overtime Rates Settings.
6. Update the percentage.
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How to create new Shift

Flow
4. Click on Shift Schedule tab.
5. Click on Create New Shift button.
6. Input text on the Shift Name field.

7. Set the Start Time on every column in each day and leave as blank if it has no
schedule.
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8. Set the End Time on every column in each day and leave as blank if it has no schedule.
How to update Shift

Flow
5. Click on Shift edit icon button.
6. Update the shift.

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How to delete Shift

Flow
5. Click on Shift delete icon.
How to set Shift Approver

Flow
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4. Click on Shift Approver tab.

5. Click on Department drop down.
7. Click on Business Unit dropdown
8. Select Business Unit
9. Click Branch dropdown
10. Select Branch
11. Click Position dropdown
12. Select Position
13. Click on Employee drop down.
14. Select Employee.
15. Click Add button
16. Click Save button.
How to remove Shift Approver

Flow
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4. Click on Shift Approver tab.
5. Click on employee's exit/close button.
How to set Employee Leaves Approver

Flow
4. Click on Employee Leaves tab.
5.Click on Department dropdown
6. Select Department
7. Click on Business Unit dropdown
9. Click on Branch dropdown
10. Select Branch
11. Click on Position drop down
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12. Select Position

13. Click on Employee drop down
14. Select Employee
How to set Employee Overtime Approver

Flow
4. Click on Employee Overtime tab.
5. Click Department dropdown
6. Select Department
7. Click Business Unit dropdown
9. Click Branch dropdown
10. Select Branch
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11. Click on Position drop down

12. Select Position
13. Click on Employee drop down
14. Select employee
How to set users for any different Notifications

Flow
4. Click on Notification Settings tab.
5. Click on LOA search bar for LOA notification, Holiday Search bar for Holiday Rates,
Terminated search bar for any resigned, retired and terminated employee and
Regularization search bar for Regularization Notification
6. Search Employee's last name to be notified.
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How to create new Company Requirement

Flow
3. Click on side bar menu Settings.
4. Click on Requirement Settings tab.
5. Click on Requirements tab.
6. Click on Create New Company Requirement button.
7. Input text on Requirement Name field.
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8. Click on create button.
How to update Company Requirement

Flow
5. Click on Requirement tab.
6. Click on Requirement edit icon.
7. Edit the requirement.

8. Click on Update button.
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.
How to set Requirement per Business Unit
Flow
3. Click on side bar menu Settings.
5. Click on Requirements Per Business Unit tab.
6. Select Business Unit by clicking on the drop down.
7. Click on Checkbox to select Requirement.
8. Click on Save button
How to set Employee Budget
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Flow
4. Click on Employee Budget tab.
6. Select Year.
7. Set Target in every department by clicking the field.
How to filter Employee by Business Unit

Flow
3. Click on sidebar menu HR Attendance
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4. Navigate Daily Attendance Record

5. Click on “Filter By” dropdown
6. Select “Business Unit”
7. Click “Business Unit” dropdown

8. Select a Business Unit you want to filter
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9. Click “Branch” dropdown

10. Select a Branch
How to filter Employee by Department

Flow
2. Navigate “Human Resource”
4. Navigate Daily Attendance Record

5. Click “Filter By” dropdown
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6. Select “Department”
7. Click “Department” dropdown

8. Select a department you want to filter
9. Click “Section” dropdown

10. Select a section
(Note: There are Department that has no section, in that case the Section drop down will not
be clickable)
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How to filter Late Employees

Flow
4. Navigate the Present Dashboard
5.Click “Filter By” drop down

6. Select “Late”
How to filter Undertime Employees

Flow
4. Navigate the Present dashboard
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5. Click “Filter By” drop down

6. Select “Undertime”
How to filter both Late & Undertime Employees

Flow
4. Navigate Present Dashboard
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5. Click “Filter By” drop down

6.Select “Both”
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PAYROLL
USER GUIDE
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How to get payroll details

Flow
1. Login as Admin
2. Navigate 'Payroll'
3. Select info sign on your desired payroll range
4. Select view summary
5. Click on one of the employee’s name
How to Generate Pay slip

Flow
1. Login as Admin
3. Click on sidebar menu “Process Payroll”
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3. Select info sign
4. Select view summary
5. Click on 'Generate Pay slip' button
How to Set senority pay and notifications

Flow
1. Login as Admin
2. Navigate 'Payroll’
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3. Click on sidebar menu “Settings”
4. Select senority pay
5. Enter desired data in the entry fields
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6. Click on 'Save' button
How to edit Payroll Budget

Flow
1. Login as Admin
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4. Select Payroll Budget
5. Enter desired Data
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How to edit SSS payroll table

Flow
1. Login as Admin
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4. Select SSS table
5. Click on ‘Edit Table’ button.
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6. Edit desired data
6. Click on 'Save' button.
How to view Philhealth table

Flow
1. Login as Admin
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4. Select Philhealth table
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How to edit BIR-Monthly table

Flow
1. Login as Admin
4. Select BIR-Monthly table
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How to edit BIR-Annual table

Flow
1. Login as Admin
4. Select BIR-Annual table
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Basic Steps to edit Pag-ibig Percentage Settings

Flow
1. Login as admin
2. Click Payroll
3. Click Setting
4. Click Pagibig
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How to generate SSS-R3 Report

Flow
1. Login as Admin
4. Select desired type of report
5. Navigate the right most part of your desired Form
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6. Enter desired year and month
7. Click on 'Print' button
How to generate SSS-R5 Report

Flow
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1. Login as Admin
3. Click on sidebar menu Reports
5. Select SSS
6. Select R5
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How to generate SSS-R1A Report

Flow
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1. Login as Admin
3.Click on sidebar menu Reports
4. Select SSS
5. Select R1-A
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How to generate Philhealth-ER2 Report

Flow
1. Login as Admin
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4. Select Philhealth
5. Select ER2
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How to generate Philhealth-RF1 Report

Flow
1. Login as Admin
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4. Select Philhealth
5. Select RF1
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How to generate Pagibig-M1-1(MCRF) Report

Flow
1. Login as Admin
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3. Select report
4. Select Pagibig
5. Select M1-1(MCRF)
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How to generate Pagibig FPF060 Report

Flow
1. Login as Admin
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4. Select Pagibig
5. Select Pag-ibig FPF060
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How to generate BIR-1601C Report

Flow
1. Login as Admin
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4. Select BIR
5. Select 1601C
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How to generate BIR-1604CF Report

Flow
1. Login as Admin
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4. Select BIR
5. Select 1604CF
6. Enter desired year
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How to generate BIR-1604CF(Schedule 7.1) Report

Flow
1. Login as Admin
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3.Click on sidebar menu Reports
4. Select BIR
5. Select 1604CF-Schedule 7.1
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Flow
1. Login as Admin
4. Select BIR
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Flow
1. Login as Admin
3. Select report
4. Select BIR
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Flow
1. Login as Admin
3. Select report
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4. Select BIR
How to generate BIR-2316 Report

Flow
1. Login as Admin
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4. Select BIR
5. Select 2316
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6. Enter desired year and select name
7. Click on Generate
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How to edit pay type per employee

Flow
1. Login as Admin
3. Click on sidebar menu Pay Type Per Employee
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4. Select employee
5. Select desired setting
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How to Edit Pay Type

Flow
1. Login as Admin
3. Click on sidebar menu Pay Type Settings
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4. Select desired type

5. Click Save
How to Process New Monthly Payroll

Flow
2. Navigate ‘Payroll’
3. Click on sidebar menu ‘Process Payroll’.
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4. Click ‘Process New Payroll’ button
5. Click ‘Business Unit’ dropdown box

6. Select a Business Unit
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7. Click ‘Branch Name’ dropdown box

8. Select a Branch Name
9. Enter a year in the field provided
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10. Click “Payroll Type” dropdown box

11. Select “Semi Monthly Payroll”
12.Click “Month” dropdown box

13. Select a Month
14. Click “Create” button
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15. Click the “Name” checkbox
16. Click” I confirm that all Employees selected above are correct” checkbox
17. Click “Continue” button
18.Click “I confirm that the attendance above are correct” checkbox
20. Click “I confirm that the adjustment above are correct” checkbox
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22. Click “I confirm that the payroll preview above is correct”
23. Click “Save” button

24. Select “Save & Process”
How to Process New Semi-Monthly Payroll

Flow
2. Navigate “Payroll”
4. Click “Process New Payroll” button
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5. Click “Business Unit” dropdown box

7. Click “Branch Name” dropdown box

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11. Select “Semi Monthly Payroll”
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12. Click “Month” dropdown box

13. Select a Month
14.Click the “First” radio button

(Note: If you click “First” radio button, the Start Date would be ‘1’ and the End Date would be
‘15’ and if you click “Second” radio button, the Start Date would be ‘16’ and the End Date
would be ’31’ )
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16. Click “Name” checkbox
17. Click “I confirm that all Employees selected above are correct” checkbox
19. Click “I confirm that the attendance above are correct” checkbox
21. Click “I confirm that the adjustments above are correct” checkbox
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23. Click “I confirm that the payroll preview above is correct” checkbox

How to Process New Weekly Payroll

Flow
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Page 165 of 248

11. Select “Weekly Payroll”
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13. Select a Month
14. Click the calendar icon in the Start date

15. Select a Date
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16. Click the calendar icon in the End Date

17. Select a Date
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23.Click “Continue” button
26. Click” I confirm that the payroll preview above is correct” checkbox
27.Click “Save” button

28.Select “Save & Process”
How to Process New 13th Month Payroll

Flow
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1. Login as an admin
2. Navigate” Payroll”

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9. Enter year in the field provided
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11. Select “13 Month”

13. Select a Month
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How to Process New Final Pay Payroll (Monthly)

Flow
1.Login as an admin
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Page 175 of 248

11. Select “Final Pay”
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13. Select a Month
14. Click “Separation Type” dropdown box

15. Select a Separation Type
16. Click “Monthly” radio button
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17. Click the checkbox that need to be included in the computation
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How to Process New Final Pay Payroll (Semi Monthly)

Flow
1. Login as an admin
3. Click on sidebar menu” Process Payroll”
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4. Click “Process New Payroll”

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Page 181 of 248

11. Select “Final Pay”

13. Select a Month
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14. Click “Separation Type” dropdown box

15. Select a Separation Type
16. Click “Semi-Monthly” radio button
17. Click “First” radio button

(Note: If you choose “First” radio button, the Start Date would be ‘1’ and the End Date would
be 15 whereas if you choose “Second” radio button, the start Date would be ‘16’ and the End
Date would be ‘31’ but you can still edit the Date, just click the calendar icon and select the
date)
18. Click the checkbox that need to be included in the computation
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20. Click” Name” checkbox
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25. Click “I confirm that the adjustments above are correct” checkbox

Basic Steps to set Payroll Approver per Business Unit
Flow
1. Navigate payroll
2. Click settings
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3. Click payroll approver
Basic steps to use Paytype settings

Flow
1. Go to Payroll
2. Pay Type Settings
3. Add a new Deduction named Cash Bond
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4. Set 1st Cutoff to True
5. Set 2nd Cutoff to True
6. Type: “Set Fixed amount / Manual”

(NOTE: If you select the Fixed Amount in Pay Type Settings, Pay Type Per Employee will
allow the user to input Fixed Amount, Start Date and End Date data while If you select the
Manual in Pay Type Settings, Pay Type Per Employee will not allow the user to input.
Another note: Cash bond is only applicable in Deductions.)
Fixed Amount
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1. Set the type as Fixed Amount
2. Save changes, Click the Save button.
3. Click the side bar menu ‘Pay Type Per Employee’.
4. Select one employee
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5. Input ‘Fixed Amount’ and Set the ‘Start and End date’.
6. Click the Save button.
Manual
1. Set the type as Manual
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2. Click the Save button.
3. Click the side bar menu ‘Pay Type Per Employee’.
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4. Select one Employee Name.
5. Navigate the Fixed Amount, Start and End date fields (as you can see, you are not allowed to input
data).
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HOME
USER GUIDE
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How to view Memo Details

Flow
2. Navigate “Home”
3. Find the Memos dashboard
4. Click the "View All" link that is located at the bottom right of the dashboard
5. Click the Memo title
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How to view Announcement Details

Flow
3. Find the Announcement dashboard
4. Click "View All" link that is located at the bottom right of the dashboard
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5. Click the Announcement title
How to view all announcements

Flow
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3. Find the Announcements dashboard
How to view all memos

Flow
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3. Find the Announcements dashboard

What can be found in the Home Page
Answers
1. Announcements
2. Memos
3. Birthday Celebrants
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4. Calendar
5. Holidays
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My Profile
User Guide
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How to Generate form for Overtime Request

Flow
2. Navigate “My Profile"
3. Click on sidebar menu "Overtime"
4. Click Overtime Request title
5. Click "Generate Form " button
How to View Overtime Request Details

Flows
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2. Navigate “My Profile”
3. Click on sidebar menu “Overtime"
4. Click Overtime Request title
How to Generate form for Leaves

Flows
3. Click on sidebar menu "Leaves"
4. Click the leave title
5. Click "Generate Form" button
How to view Leave Details

Flows
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3. Click on sidebar menu “Leaves"
4. Click the leave title
How to cancel Created Message
Flows
3. Click on sidebar menu “Memos and Messages"
4. Navigate Messages
5. Click "New Message" button
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6. Click "Cancel" button
How to view Memo Replies

Flow
3. Click on sidebar menu "Memos and Messages"
4. Navigate "Memos"
5. Find the dashboard for Memo Replies
How to change password

Flow
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3. Click the Profile Picture
4. Select "Change Password" from the list
5. Enter your Old Password

6. Enter your New Password
7. Re - enter your new Password to Confirm New Password
1. Click "Change Password" button
How to reply Memos

Flows
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3. Click on sidebar menu “Memos and Messages"
4. Navigate Memo
5. Enter your reply in the field provided
6. Click "Send Message" button
How to view Documents

Flows
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3. Click on sidebar menu "Documents"
How to Logout account

Flows
3. Click the Profile Picture
4. Select "Logout " from the list
How to set that you are out in the office

Flow
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2. Navigate” My Profile"
3. Click on sidebar menu "Settings"
4. Click Out of Office checkbox
5. Click the calendar icon to choose for a date
6. Click "Save" button
How to View Profile

Flow
3. Click on sidebar menu "Profile"
How to create new Overtime Request

Flow
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3. Click on sidebar menu "Overtime"
4. Click "Create New Overtime Request" button
5. Enter your purpose in the textbox provided

6. Click the calendar icon to select the date
7. Click the clock icon to select time for time in
8. Click the clock icon to select time for time out
2. Click "Create" button
How to view messages

Flow
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How to redirect approval

Flow
3. Click on sidebar menu "Settings"
4. Find Redirect Approval
5. Unmarked the "Me" checkbox
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6. Search employee's Last Name in the search bar where you want to redirect your
approval
(Note: the search bar will auto search, so you don't need to input the whole Last Name)
7. State your reason in the field provided
8. Click "Save" button
How to view Notifications

Flow
2. Navigate "My Profile"
3. Click sidebar menu "Notifications"
How to view Leaves

Flow
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3. Click on sidebar menu “Leaves"
How to view Pending Request

Flow
3. Click on sidebar menu Pending Request
How to view Memo
Flow
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2. Navigate” My Profile"
4. Hover "Memo"
How to compose new message

Flow
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4. Click "New Message" button
5. Type the Last Name of the recipient in the search bar

(Note: the search bar will auto search, so you don't need to type the whole Last Name)
6. Fill in the textbox provided for messages
7. Click "Send" button
How to view Schedule

Flow
4. Click "View Schedule" link
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How to view attendance

Flow
4. Click "View Attendance" link
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SYSTEM SETTINGS
USER GUIDE
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How to update Company Profile Settings

Flow
2. Navigate “System Settings.”

3. Click on sidebar menu 'Company'.
4. Click on 'Edit' button.
5. Update the Profile.
How to create new User Account

Flow
Page 216 of 248

3. Click on sidebar menu “User Account”
4. Click “Create New User Account” button
5. Search the employee name in the search bar (Note: this employee must not have a
user account yet).
6. Input Employee No. on the field.
7. Input Username in the field provided for username.
8. Input Password in the field provided for password.
9. Input text on the Department field.
10. Input text on the Section field.
11. Select the role by clicking the dropdown button.
12. Click on “Create” button
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How to change the User Account Status

Flow

4. Click on Employee Profile picture or else search the employee name in the search bar
(Note: this employee must already have a user account).
5. Click on Status dropdown button
6. Select “Status”
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How to change the User Role

Flow

4. Click on Employee Profile picture or else search the employee name in the search bar
(Note: this employee must already have a user account).
5. Click on Role dropdown button.
6. Select the “Role”.
7. Click on ‘Save’ button.
How to create New Role

Flow

3. Click on sidebar menu “Roles”
4. Click on “Create New Role” button
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5. Input text in Role Name field provided.

6. Input Role Description in the field provided.
How to update the Role

Flow

3. Click on sidebar menu “Roles”
4. Click the edit icon beside the role that you want to update.
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5. Update the role.

How to view Roles and Permission

Flow

3. Click on sidebar menu “Roles & Permissions”
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How to set Roles and Permissions per Department

Flow

3. Click on sidebar menu “Roles & Permissions”
5. Click on Human Resource tab for Human Resource department. Click on Dashboard tab
for the Dashboard department. Click on the System Setting tab for System Settings
department. And Payroll tab for Payroll department.
6. Click on the checkbox under the User Role and Pages for user to be able to access the
page under the selected department.
How to create new User Group

Flow
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3. Click on sidebar menu “User Group”.
4. Click on “Create New User Group” button.
5. Input User Group Name in the field provided.

6. Input User Group Description in the field provided.
7. Click on “Create” button.
How to update User Group

Flow
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2. Navigate “System Settings”
3. Click on sidebar menu “User Group”
4. Click the User Group Name that you want to update
5. Click “Edit” button.
6. Update the data.

7. Click on “Save" button.
How to delete User Group

Flow
3. Click on sidebar menu “User Group”
4. Click the User Group Name that you want to update
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5. Click “Edit” button.
6. Click on “Delete" button.
How to reset password

Flow
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1. Login as Admin
3. Click on sidebar menu “Password Settings”
4. Search Employee Name in the search bar (Note: The Employee must have
user account)
5. Click on the “Reset Password" button
6. Click on “Yes” button
How to set redirect approval

Flow
3. Click on sidebar menu “Redirect Approval”
4. Search Employee to be set for approval
5. Search the employee name to be redirected all the approvals and request or else click
on the checkbox to return to original approver.
6. Input text on the Reason field.
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7. Click on “Save” button
How to create New Activity

Flow
2. Navigate “System Settings"
3. Click on sidebar menu” Activities”
4. Click on Create New Activity button.
5. Input Activity Name on the field.

6. Set the Start Date and Start Time by clicking on the calendar icon.
6. Set the End Date and End Time by clicking on the calendar icon.
7. Input on the field where the venue is.
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8. Input text on the Details field.

9. Click on “Create” button.
How to create New Position

Flow
3. Click on sidebar menu 'Position’.
4. Click on 'Create New Position' button.
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5. Select a Managing Superior.

6. Fill in New Position.
7. Select options for the new position by clicking on the checkbox.
How to update Position

Flow
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3. Click on sidebar menu 'Position.
4. Click the title of the position you want to update
5. Update details
6. Click on “Save” button
How to create new Department

Flow
3. Click on sidebar menu “Department”.
4. Click on 'Create New Department' button.
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5. Input text on Department Name field.

6. Click on 'Create' button.
How to update Department

Flow
4. Click the edit icon
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5. Update the details.

6. Click on “Update” button.
How to delete Department

Flow
4. Click on the delete icon (Note: There must be no employee under the department
to be able to delete it).
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How to create new Section

Flow
3. Click on sidebar menu “Section”.
4. Click on 'Create New Section' button.
5. Fill in all required fields.

6. Click on 'Create' button
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How to update Section

Flow
2. Click on sidebar menu “Section”.
3. Click on edit Icon.
4. Edit the fields.

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How to delete Section

Flow
2. Navigate “System Settings”.
3. Click on side bar menu” Section”.
4. Click on delete icon. (Note: There must be no employee under the department
to be able to delete it).
5. Click on 'Yes' button
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How create Business Unit

Flow

3. Click on sidebar menu “Business Unit”
4. Click on Create New Business Unit button.
4. Type the name of the Business Unit

How to update Business Unit

Flow
3. Click on sidebar menu “Business Unit”
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4. Click on edit icon
5. Update details
6. Click “Update” button
How to add New Branch

Flow
2. Navigate” System Settings”
3. Click on sidebar menu "Business Unit"
4. Click the name of the Business Unit you want to add another branch
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5. Click "Add New Branch" button
6. Input text on the Branch Name
7. Input text on the Branch Address
8. Click on "Create" button
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How to Set Permission for the chosen role in Human Resource
Flow
2. Navigate” System Settings”
3. Click on sidebar menu “Roles and Permission”
4. Click “Human Resource” tab
5. Choose a role where you wanted to update the permission for access
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6. Click the checkbox of every designated pages under the chosen roles
How to Set Permission for the chosen Role in Dashboard

Flow
4. Click the “Dashboard” tab
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How to Set Permission for the chosen role in System Settings

Flow
4. Click the “System Settings” tab
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How to Set Permission for the chosen Role in Payroll

Flow
3. Click on side bar menu “Roles and Permission”
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4. Click the “Payroll” tab
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Dashboard
User Guide
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How to view the HR Dashboard per Year

Flow
1. Navigate the Dashboard.
2. Click on the sidebar menu HR.
3. Click on Year dropdown button.
4. Select what year.
How to view the HR Dashboard by Business Unit

Flow
2. Click on the sidebar menu HR.
4. Select what Business Unit.
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How to view the Payroll Dashboard per Year

Flow
2. Click on the sidebar menu Payroll.
3. Click on the Year dropdown button.
4. Select what Year.
Page 246 of 248
How to view the Payroll Dashboard by Business Unit

Flow
2. Click on the sidebar menu Payroll.
3. Click on the Business Unit dropdown button.
4. Select what Business Unit.
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How to view the Executive Dashboard per Year

Flow
2. Click on the sidebar menu Executive.
4. Select what Year.
Page 248 of 248
How to view the Executive Dashboard by Business Unit

Flow
2. Click on the sidebar menu Executive.
3. Click on Business Unit dropdown button.
4. Select what type of Business Unit.

HR User Guide

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2019

How to view Schedule By Shift.............................................................................................................. 55

How to delete Religion ......................................................................................................................... 87

How to generate SSS-R1A Report ....................................................................................................... 127

How to change password .................................................................................................................... 202

How to update Department ................................................................................................................ 230

How to create new Employee

5. Click on 'Create New Employee' button.

6. Click on ‘I Agree' button.

How to Set Requirements for when creating a new Employee

How to Update Employee's details

8. Click on Save button.

(Note: Employee’s Salary will only be updated through Letter of Appointment)

How to view the Employee's profile

How to the Update Employee's Personal Characteristics

7. Update Personal Characteristics.

How to add Employee’s Marital History

7. Click on the dropdown button and select marital status.

8. Click on the Save button.

9. To add ‘Spouse’, click on the “Add Spouse” text link.

10. Fill in all the required fields.

11. Click on Add button.

12. To add ‘Child’, click on the “Add Child” text link.

13. Fill in all the required field.

14. Click on the Add button.

How to add Employee’s Family History and Information

7. Fill in all the required fields.

How to add Employee’s Educational Background

7. Fill in all the required fields.

How to add Employee’s Place of Residence since Birth

7. Fill in all the required fields.

How to add Employee’s Previous Employment

7. Fill in all the required fields.

How to view Employee's documents

How to upload new Employee's document

7. Click on Upload New Document button.

8. Input text on the Title field.

How to download Equipment form.

8. Click on Equipment Form button.

How to upload New Requirement.

7. Click on Upload New Requirement button.

8. Input text on File Name field.

How to view Employee history

How to view Employee's schedule

5. Click on Employee's picture

How to view Employee's attendance

5. Click on Employee's picture

How to create Manual Attendance

3. Click on sidebar menu 'HR Attendance'.

9. Input the "Start Date" and "Start Time".

11. To set the Time, click on the clock icon below.

13. Click 'Create' button.

2. Navigate Human Resource

5. Click on Employee's picture

7. Set the Date From by clicking on calendar icon.

8. Set the Date To by clicking on calendar icon.

2. Navigate Human Resource

3. Click on 'HR Attendance’

How to create Overtime request

5. Click on 'Create New Overtime Request' button

6. Search Employee’s last Name.

7. Input text on Purpose field.