Job Postings
HR Management

HR Management

Steps to Create and Manage Job Postings

In the recruitment section, you can set up and manage the recruitment process for your organization. This feature allows you to define job positions, create job descriptions, and track the progress of candidates throughout the recruitment process. You can enter details such as jobs, job create, job application, job candidate, job on-boarding, custom question, interview schedule and career. This helps in attracting and selecting suitable candidates for available positions within your organization.

Jobs

In the job creation section, you can create new job positions for your organization. This feature allows you to define the details of the job, including the job title, department, location, responsibilities, qualifications, and other relevant information. By providing comprehensive job descriptions, you can attract qualified candidates and effectively communicate the expectations and requirements of the position. This facilitates the recruitment process and helps in finding the right fit for the job within your organization.

 

STEP 1: Click on "Create" Button

 

STEP 2: Create a New Job

In this section, you can fill up the required form to create a job. You will need to provide the following information:

  1. Job title: Enter the title or name of the job position.
  2. Branch: Select the branch or location associated with the job.
  3. Job category: Choose the category or department to which the job belongs.
  4. Position: Select the specific position or role within the job category.
  5. Status: Choose the status of the job, such as full-time, part-time, or contractual.
  6. Start date: Select the desired start date for the job.
  7. End date: If applicable, select the end date for temporary or fixed-term positions.
  8. Skills: Provide the required or desired skills for the job position.

By filling in these details, you can create a job and define its specifications within your organization.

In addition to the job details, you can also configure the necessary question options for applicants. These options may include:

  1. Gender: Applicants can select their gender from provided options.
  2. Date of birth: Applicants can enter their date of birth or select it from a calendar.
  3. Country: Applicants can select their country of residence or nationality.
  4. Profile image: Applicants can upload a profile picture or avatar.
  5. Resume: Applicants can upload their resume or CV.
  6. Cover letter: Applicants can provide a cover letter or additional documents.
  7. Terms and conditions: Applicants can agree to the terms and conditions of the job application.

These question options allow you to gather specific information from applicants during the recruitment process.

You can provide a detailed job description and job requirements in this section. This includes:

  1. Job Description: You can enter a comprehensive description of the job, outlining the roles, responsibilities, and tasks associated with the position. This helps applicants understand the nature of the job and their potential responsibilities.

  2. Job Requirements: You can specify the qualifications, skills, and experience required for the job. This may include educational background, work experience, specific certifications, language proficiency, or any other relevant criteria.

Including a clear and informative job description and requirements helps potential applicants understand if they meet the necessary qualifications and if the job aligns with their skills and interests.

Job Application

In this section, you can create the job application form for applicants. This form typically includes fields for personal information such as name, contact details, and address. It may also include sections for educational background, work experience, skills, and qualifications. The job application form is designed to gather relevant information from applicants to assess their suitability for the job position.

STEP 1: Click on "Create" Button

STEP 2: Create a New Job Application

After clicking the create button, you can proceed to set up the job application using the following steps:

  1. Select the desired job position from the available options.
  2. Enter the applicant's name.
  3. Provide the applicant's email address.
  4. Enter the applicant's phone number.
  5. Finally, click the create button to create the job application.

These steps allow you to capture and manage job applications efficiently, ensuring that all necessary information is collected for the application process.

Job Candidate

In the job candidate management section, you can effectively manage and track the candidates applying for job positions within your organization. This feature enables you to store and organize candidate information, facilitating the recruitment and selection process. You can create candidate profiles, enter their details such as name, contact information, qualifications, and work experience. Additionally, you can track the status of each candidate, schedule interviews, and make relevant notes or comments. This helps streamline the hiring process and ensures efficient management of job candidates from initial application to final selection.

Job On-Boarding

In the job onboarding management section, you can effectively manage and streamline the onboarding process for new employees joining your organization. This feature allows you to guide and support new hires through the necessary steps and paperwork required for their smooth integration into the company. You can create onboarding checklists or workflows that outline the tasks and activities to be completed, such as filling out forms, attending orientation sessions, and completing training modules. Additionally, you can track the progress of each employee's onboarding process, ensure compliance with company policies, and provide necessary resources and information. This helps ensure a structured and organized onboarding experience, fostering employee engagement and productivity from day one.

STEP 1: Click on "Create" Button

STEP 2: Create New Job On-Boarding

Once you click the create button, you can proceed to set up the job onboarding using the following steps:

  1. Select the interviewer responsible for the onboarding process.
  2. Choose the joining date for the new employee.
  3. Specify the days of the week when the employee is expected to work.
  4. Enter the salary details, including the amount.
  5. Enter the salary type (e.g., salary, reimbursement). 
  6. Enter the salary duration (e.g., monthly, weekly).
  7. Select the job type associated with the position.
  8. Set the status of the onboarding process (e.g., in progress, completed).
  9. Finally, click the create button to finalize the setup of the job onboarding.

These steps allow you to configure the necessary details for a smooth and organized onboarding experience for new employees in your organization.

Custom Question

In the custom question setup section, you have the ability to create and customize interview or application questions according to your organization's specific requirements. This feature allows you to tailor the questionnaire to gather the necessary information from job candidates. You can create questions related to skills, qualifications, experience, or any other criteria relevant to the job position. By setting up custom questions, you can effectively evaluate candidates and make informed decisions during the recruitment process.

STEP 1: Click on "Create" Button

STEP 2: Create New Custom questions

After clicking the create button, you can proceed to set up a custom question by following these steps:

  1. Enter the question you want to ask.
  2. Select whether the question is required or optional (yes or no).
  3. Click the create button to finalize the setup of the custom question.

This allows you to create and customize specific questions for interviews or applications, and determine if they are mandatory or not.

Interview Schedule

In the job interview schedule setup section, you can efficiently manage and schedule job interviews for candidates. This feature allows you to create and schedule interview slots based on availability and convenience. You can select the date, time, and location for each interview, as well as specify the interviewers involved. Additionally, you can send interview invitations to candidates, track their responses, and make necessary adjustments to the schedule if needed. This helps streamline the interview process and ensures effective coordination between interviewers and candidates.

STEP 1: Click on "Create" Button

STEP 2: Create New Interview Schedule

After clicking the create button, you can proceed to set up an interview schedule by following these steps:

  1. Select the interviewer by choosing the assigned employee for the interview.
  2. Specify the interview date and time.
  3. Add any relevant comments or notes.
  4. Optionally enable or disable synchronization with Google Calendar.
  5. Finally, click the appropriate button to save or create the interview schedule.

This process allows you to efficiently schedule and manage job interviews, assign interviewers, and maintain organized records of interview details.

Training Setup
HR Management

HR Management

Navigating Training Setup

You can set up training programs for employees, including training lists and trainers. You can create a training list to define the specific training courses or programs available within your organization. Additionally, you can assign trainers who will be responsible for delivering the training sessions. This setup ensures that employees have access to the necessary training resources and qualified trainers to enhance their skills and knowledge.

Training List

In this section, you can set up a training list by defining the available training courses or programs within your organization. You can create a list of training topics or categories that employees can choose from based on their learning needs. This allows you to organize and manage the various training opportunities offered by your organization. Once the training list is set up, employees can easily access and enroll in the desired training programs to enhance their professional development.

STEP 1: Click on "Create" Button

STEP 2: Create a New Training List

Once you click the create button, you can proceed to set up a training list by following these steps:

  1. Select the branch for which the training list is applicable.
  2. Choose the training option or topic from the available options.
  3. Specify the training type, such as Leadership training, team training and etc.
  4. Select the trainer or instructor who will facilitate the training.
  5. Enter the training cost, if applicable.
  6. Choose the employees or participants who will attend the training.
  7. Set the start date for the training
  8. Set the end date for the training.
  9. Provide a description or additional information about the training.
  10. Finally, click the create button to finalize the creation of the training list.

By following these steps, you can effectively set up a training list that includes all the necessary details and parameters for organizing and managing employee training programs within your organization.

Trainer

You can set up trainers for training programs within your organization. Trainers are individuals who have expertise and qualifications in specific areas and are responsible for delivering training sessions to employees. By setting up trainers, you can ensure that the right individuals are assigned to train employees and provide them with the necessary knowledge and skills. This allows for effective training delivery and enhances the overall learning experience for employees.

STEP 1: Click on "Create" Button

STEP 2: Create a New Trainer

After clicking the create button, you can proceed to set up a trainer by following these steps:

  1. Select the branch.
  2. Enter the full name of the trainer.
  3. Enter the last name of the trainer.
  4. Provide the contact information for the trainer.
  5. Enter the email address of the trainer.
  6. Specify the expertise or areas of specialization of the trainer.
  7. Enter the address details for the trainer.
  8. Click on the create button to finalize the setup of the trainer.

These steps will allow you to add a new trainer to your system and assign them to relevant training programs within your organization.

 

 

 

Performance Setup
HR Management

HR Management

Steps to Setup the Employee's Performance

In this section, you can set up the performance management system for employees, which includes indicators, appraisals, and goal tracking. Indicators are used to measure and evaluate employee performance based on predefined metrics or criteria. Appraisals provide a structured assessment of employee performance, typically conducted at regular intervals, to provide feedback and identify areas for improvement. Goal tracking allows employees to set and monitor their performance goals, ensuring alignment with organizational objectives. This setup enables effective performance management and facilitates the continuous improvement of employee performance within the organization.

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Indicator

In this section, you can create performance indicators for employees. Performance indicators are specific metrics or criteria used to measure and evaluate employee performance. By creating indicators, you can define the key areas or goals that employees will be assessed on. This allows for a structured and objective evaluation of employee performance, helping to track progress, identify areas for improvement, and align performance with organizational goals.

STEP 1: Click on "Create" Button

STEP 2: Create a New Performance Indicator

After clicking the create button, you can proceed to set up a performance indicator by following these steps:

  1. Select the branch for which the performance indicator is applicable.
  2. Select the department to which the indicator corresponds.
  3. Choose the designation or position for which the indicator applies.
  4. Indicate the stars or rating scale for the indicator, representing the performance level.
  5. Click the create button to finalize the creation of the performance indicator.

These steps allow you to customize and define specific performance indicators for different branches, departments, and designations within your organization.

Appraisal

In this section, you can create performance appraisals for employees. Performance appraisals are structured evaluations conducted to assess an employee's job performance, skills, and accomplishments. To create a performance appraisal, you would typically define the evaluation criteria, such as key performance indicators and competency frameworks. You can also set the frequency and timing of the appraisals, such as annual or quarterly reviews. By creating performance appraisals, organizations can effectively measure and track employee performance, provide feedback, and support employee development and growth.

STEP 1: Click on "Create" Button

STEP 2: Create a New Performance Appraisal

After clicking the create button, you can proceed to set up a performance appraisal by following these steps:

  1. Select the branch.
  2. Select the employee for whom the appraisal is being conducted.
  3. Choose the month for which the appraisal is being recorded.
  4. Add any remarks or comments related to the employee's performance.
  5. Click the create button to finalize the creation of the performance appraisal.

These steps allow organizations to effectively track and evaluate employee performance, providing valuable feedback and insights for performance improvement and development.

Goal Tracking

In this section, you can create goal tracking for employees. Goal tracking allows employees to set specific goals and monitor their progress towards achieving them. This feature helps align individual goals with organizational objectives and facilitates ongoing performance management. Employees can create goals, set milestones or targets, track their progress, and update the status of each goal. This ensures transparency, accountability, and continuous improvement in employee performance.

STEP 1: Click on "Create" Button

STEP 2: Create a New Goal Tracking

After clicking the create button, you can proceed to set up goal tracking by following these steps:

  1. Select the branch for which the goal is being set.
  2. Choose the goal type from predefined options or specify a custom goal type.
  3. Set the start date and end date for the goal.
  4. Enter a descriptive subject for the goal.
  5. Define the target achievement or specific milestones for the goal.
  6. Provide additional details or instructions in the description field.
  7. Select the status of the goal from options like "Not Started," "In Progress," or "Completed."
  8. Rate the goal on a scale of 1 to 5 to indicate its importance or priority.
  9. Click the create button to finalize the goal tracking setup.

These steps enable you to effectively track and manage goals within the organization, aligning them with individual and company-wide objectives.

Payroll
HR Management

HR Management

Setting Up Employee's Payroll

In this section, you can set up employee payroll within the ERP system. Payroll setup involves configuring various components related to employee compensation and benefits. You can define payroll policies, such as salary structures, tax deductions, allowances, and deductions. Additionally, you can specify payment frequencies, such as monthly or bi-weekly, and define payroll periods. Employee payroll information, such as salary details, tax information, and bank account details, can be entered and maintained in the system. Payroll setup ensures accurate and timely processing of employee salaries, tax calculations, and other payroll-related activities. It enables organizations to automate payroll processes, generate payroll reports, and ensure compliance with legal and regulatory requirements.

Set Salary

In this section, you can set up employee salaries within the ERP system. Salary setup involves defining the salary structure, components, and calculations for each employee. You can configure salary scales, grades, and levels based on organizational policies and job roles. This includes determining base salary, allowances, bonuses, and deductions. Salary components such as basic pay, overtime, incentives, and benefits can be specified. By setting up employee salaries, the ERP system ensures accurate and consistent salary calculations, facilitates payroll processing, and provides transparency in employee compensation.

Step 1: Click the "Action" Button

To set up the salary for an employee, you can click on the "Action" button associated with the employee's profile or information.

Employee Salary

Step 1: Click "Create" Button

STEP 2: Create a New Employee Salary

After clicking the create button, you can proceed to set up an employee's salary by following these steps:

  1. Click on the payslip type.
  2. Enter the salary amount for the employee.
  3. Click the save button to save the salary details.

These steps will allow you to configure and save the salary information for the employee in the ERP system.

Allowance

Step 1: Click "Create" Button

STEP 2: Create a New Allowance

After clicking the create button, you can proceed to set up an allowance by following these steps:

  1. Select the allowance option.
  2. Enter the title of the allowance.
  3. Choose the type of allowance, whether it is fixed or percentage-based.
  4. Enter the amount for the allowance.
  5. Click the save button to save the allowance configuration.

These steps will allow you to set up an allowance for the selected payslip type, specifying the title, type, and amount of the allowance.

Commission

Step 1: Click "Create" Button

STEP 2: Create a New Commission

After clicking the create button, you can proceed to set up a commission by following these steps:

  1. Enter the title of the commission.
  2. Select the type of commission, whether it is fixed or a percentage.
  3. Enter the amount of the commission.
  4. Click the save button to save the commission details.

These steps will allow you to configure and save the commission information in the ERP system.

Loan

Step 1: Click "Create" Button

STEP 2: Create a New Loan

After clicking the create button, you can proceed to set up a loan by following these steps:

  1. Enter the title of the loan.
  2. Select the loan option from the available options.
  3. Specify the type of loan, whether it's a fixed amount or a percentage.
  4. Enter the loan amount.
  5. Set the start date 
  6. Set the end date of the loan.
  7. Provide a reason for the loan.
  8. Click the save button to save the loan details.

By following these steps, you can successfully set up a loan for the employee in the ERP system.

Saturation Deduction

Step 1: Click "Create" Button

STEP 2: Create a New Saturation Deduction

After clicking the create button, you can proceed to set up a salary deduction by following these steps:

  1. Select the deduction options.
  2. Enter the title for the deduction.
  3. Choose the type of deduction, whether it is fixed or percentage-based.
  4. Specify the amount of the deduction.
  5. Click the save button to save the deduction details.

These steps will allow you to configure and save the salary deduction information in the ERP system.

Other Payment

Step 1: Click "Create" Button

STEP 2: Create a New Other Payment

After clicking the create button, you can proceed to set up another payment by following these steps:

  1. Enter the title of the payment.
  2. Select the type of payment, whether it is fixed or a percentage.
  3. Enter the amount of the payment.
  4. Click the create button to save the payment details.

These steps will allow you to create and save additional payment details for the employee in the ERP system.

Overtime

Step 1: Click "Create" Button

 

STEP 2: Create a New Overtime

After clicking the create button, you can proceed to set up overtime by following these steps:

  1. Enter the overtime time.
  2. Specify the number of days or hours for the overtime.
  3. Set the overtime rate.
  4. Click the create button to finalize the setup.

These steps will allow you to configure and record the overtime details, including the time, duration, and rate for the employee.

 

Payslip

In this section, you can set up employees' payslips within the ERP system. Payslip setup involves configuring the format and content of the payslip document that is generated for each employee. You can customize the design and layout of the payslip, including the inclusion of company logo, employee details, earnings, deductions, and net pay. Additionally, you can define the calculation methods for various components, such as basic salary, allowances, overtime, bonuses, and deductions. The payslip setup allows you to specify the payroll elements that should be included in the payslip and their respective formulas or rules for calculation. Once set up, the system automatically generates accurate and consistent payslips for employees based on the defined configuration.
 

Step 1: Click "Generate Payslip" Button

Once you click the "Generate Payslip" button, the name of the employee will appear, and you can perform various actions related to the payslip such as payslip, click to paid, edit and delete

Payslip: By clicking this button, you can view the generated payslip for the selected employee. It will display a comprehensive breakdown of their earnings, deductions, and net pay for the specified pay period. Additionally, you have the option to download the payslip as a file or send it directly to the employee's email address. This feature facilitates easy access and distribution of the payslip, ensuring efficient payroll management and communication with the employees.

Click to paid:  This option allows you to indicate that the employee's salary for the corresponding period has been paid. It helps in keeping track of payment statuses and ensures accurate record-keeping.

Edit: By clicking the "Edit" button, you gain the ability to modify the employee's payslip. This includes making changes to specific earnings, deductions, or other relevant information. You can adjust amounts, correct errors, and ensure accuracy in the payslip before finalizing it. 

Delete: If needed, you can click the "Delete" button to remove the generated payslip for the employee. This action should be used with caution and only in situations where it is necessary to remove the payslip entirely from the system.

Export: You can also export the payslip by using the export feature. This allows you to download the payslip in a specified format, such as PDF or Excel, for easy sharing and record-keeping purposes. Exporting the payslip ensures that you have a digital copy that can be shared with the employee or stored in your records as needed.

Bulk Payment: In addition, there is the option to perform bulk payment within the payslip management section. This feature allows you to process payments for multiple employees simultaneously, streamlining the payment process and saving time. By selecting the employees for whom you wish to process payments and initiating the bulk payment, you can efficiently handle salary disbursements for a group of employees. This simplifies the payment process and improves overall payroll management efficiency.

 
Leave and Attendance Activities
HR Management

HR Management

Navigating Leave and Attendance Activities

In this section, you can set up the leave management system for employees. This includes configuring leave types, defining leave policies, and managing employee leave requests. Leave types refer to different categories of leave, such as annual leave, sick leave, or maternity leave. Leave policies outline the rules and guidelines governing employee leaves, including accrual rates, maximum leave duration, and approval processes. Through this setup, employees can submit leave requests, and managers can review and approve or reject them. The leave management system helps ensure accurate tracking of employee leaves, proper scheduling, and compliance with organizational policies and regulations.

 

Manage Leave

In this section, you can manage employee leave within the organization. This includes handling leave requests, tracking leave balances, and managing leave approvals. Through this system, employees can submit leave requests, specifying the type of leave, start and end dates, and any additional details. Managers or designated personnel can then review and approve or reject these requests based on organizational policies and availability. The system also keeps track of employees' leave balances, allowing for accurate monitoring of available leave days. Managing leave through this section helps ensure effective leave management, proper scheduling, and compliance with leave policies and regulations.

STEP 1: Click on "Create" Button

STEP 2: Create a New Leave

After clicking the create button, you can proceed to set up leave management by following these steps:

  1. Select the employee for whom you want to set up the leave.
  2. Choose the appropriate leave type from the available options.
  3. Specify the start date and end date of the leave period.
  4. Provide a reason for the leave.
  5. Optionally, add any remarks or additional information.
  6. Click the create button to finalize the leave setup.

This process allows you to effectively manage employee leave by recording the relevant details and ensuring proper documentation and tracking of leave requests.

Attendance

In this section, you can set up the attendance management system for employees. This involves configuring attendance rules, defining work schedules, and managing employee attendance records. Attendance rules determine how attendance is tracked, such as through biometric systems or manual entry. Work schedules outline the expected working hours and days for employees. By setting up the attendance system, you can accurately record and track employee attendance, monitor late arrivals or early departures, and calculate work hours for payroll purposes. This helps ensure proper attendance management and enables timely and accurate reporting on employee attendance data.

Mark Attendance

In this section, you can mark attendance for employees. It allows you to track and record the attendance of employees on a daily basis. You can mark whether an employee is present, absent, on leave, or has any other specific attendance status. This helps in monitoring employee attendance, calculating work hours, and managing attendance-related data. The attendance marking system may include features such as biometric or card-based time clock systems, integration with employee schedules, and generating attendance reports for payroll and HR purposes. It provides an efficient way to keep track of employee attendance and ensure accurate attendance records.

STEP 1: Click on "Import" Button 

STEP 2: Importing Documents

To import documents, you need to follow these steps:

  1. Download the sample file: First, download the sample file provided, which serves as a template for importing documents.
  2. Edit the file: Open the downloaded file and make the necessary changes or additions. Fill in the required information for the document, such as Employee name, date, clock in and clock out, and any other relevant details.
  3. Upload the file: After editing the file, save it and go back to the ERP system. Select the option to upload the edited file from your computer.
  4. Click "Create": Once the file is uploaded, click on the "Create" button to initiate the document import process. The ERP system will process the file and create the documents based on the information provided in the file.

By following these steps, you can efficiently import multiple documents into the ERP system by using the sample file as a guide.

Bulk Attendance

In this section, you can manage bulk attendance for employees. Bulk attendance management allows you to handle attendance records for multiple employees simultaneously, making it efficient for larger organizations. You can import attendance data in bulk from external sources, such as spreadsheets or attendance devices, into the ERP system. This data may include details like employee names, dates, and attendance statuses (such as present, absent, or leave). The system then processes and updates the attendance records accordingly. Bulk attendance management helps streamline the attendance tracking process, reduces manual data entry, and ensures accurate and consistent attendance records for employees.

 

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