Human Resources
Employees, attendance and shifts, leave and hourly permissions, payroll and payslips, loans, end of service, recruitment, performance, benefits and self-service.
59 articles
Overview
The HR dashboard
See headcount, pending leave, open positions, recent hires, upcoming reviews and this month's daily attendance on one screen.HR BI analytics dashboard
Follow labor cost, headcount, leave, loans, recruitment speed, turnover and burnout risk over the last 12 months, and understand how each figure is calculated.
Employees
Add an employee
Create an employee record with identity, employment, contact, pay and bank details, recurring allowances, and a self-service login.Find, edit and deactivate employees
Search and filter the employee list, update a record, record a resignation or termination, and deactivate an employee without losing their history.The employee profile (360 view)
Open one screen with an employee's employment details, pay summary, documents, assets, payslips, loans, leave, attendance, reviews and team.Set up departments and job titles
Build your organisation structure with departments, parent departments and managers, then define the job titles that employees hold.Store employee documents and track expiry
Upload contracts, IDs, passports, visas and certificates for each employee, keep every version and get reminded before they expire.Record professional certifications
Keep each employee's professional certificates with the issuing body, number, dates and a scanned copy, and know which ones are about to expire.Build the skills matrix and find skill gaps
Define your skill catalogue, record each employee's proficiency from 1 to 5, read the matrix at a glance and see where open work orders need skills your people lack.Record training and measure its return
Log each training with its cost, follow it from scheduled to completed, capture productivity before and after, and see the return on investment the system calculates.
Time & Attendance
Set up work shifts and assign employees
Define each shift's hours, grace period, break and working days, then assign employees so attendance, lateness and overtime are judged against the right schedule.Record and correct daily attendance
Follow today's attendance, review the register for any period, and add, correct, mark absent or delete an employee's day before payroll uses it.How overtime is calculated and paid
Overtime hours come from each attendance day; payroll prices them at the hourly rate times the overtime multiplier. Rest-day work is paid separately at the rest-day rate.Import attendance from a spreadsheet
Upload a month of punches from an Excel or CSV file, follow the background processing, and fix the rows that were not imported from the error report.Connect fingerprint devices and manage employees' phones
Connect fingerprint terminals so punches sync into attendance automatically, and control which phone each employee may clock in from in the mobile app.Define work sites for location-checked clock-in
Draw each workplace on the map with a radius, assign employees, and add an on-site code, tag or beacon so phone punches are accepted only from where people actually work.Review suspicious attendance punches
Phone punches that look wrong, such as a faked location, an unknown phone or a late offline sync, wait here with their evidence until you accept or reject them.Record, approve and cancel leave requests
Record leave for any employee, approve or reject requests, and understand how working days are counted, when the balance is deducted and how approved leave reaches attendance.Record and approve hourly permissions
An hourly permission excuses part of a working day, such as arriving late or leaving early. Approved time stops counting as late and is not deducted, up to the type's free hours per month.Turn repeated lateness and absence into penalties with policy rules
Define rules that watch attendance for lateness, early leave, absence or no-shows, raise a violation when an employee reaches a threshold, and optionally create the penalty.
Payroll
Set up payroll before the first run
The payroll cycle in the order you run it, from one-time rules and employee data to the month's inputs, processing, approval, payment and the bank file.Set up salary components
Define the named earnings and deductions, such as housing or transport allowance, as a fixed amount or a percentage of basic salary, before you attach them to employees.Add an employee's allowances and deductions
Give an employee the recurring allowances and deductions the payroll run applies every period, with effective dates, installment plans and recurring charges.Run the monthly payroll
Create a payroll run for a period, process it to produce a payslip for every active employee of your branch, review the totals, and roll it back if something is wrong.How a payslip is calculated
The exact order and formulas the payroll run uses for basic salary, proration, overtime, allowances, insurance, absence, missing time, tax, loans, penalties and net pay.Approve, pay and send payslips
Review each payslip, approve it, mark it paid to release the money and post the journal entry, then email, print or download it.How payroll posts to the general ledger
Turn on General Ledger integration, map the payroll accounts, and see exactly which journal entry is posted when a payslip is marked paid.Set up country profiles and income tax slabs
Record each country's social insurance rates, salary cap and income tax rules, including progressive tax slabs, and decide whether payroll uses them.Branch regulatory deductions and the deduction preview
Set up levies and fees that a branch must deduct from salaries, such as a union fee, and preview the statutory deductions for one employee before you run payroll.Give an employee a loan or salary advance
Record a loan or salary advance, approve and disburse it, and let each payroll run recover the installments automatically until the balance is repaid.Issue a penalty and deduct it from salary
Record a disciplinary penalty as a fixed amount, days of salary or a percentage, approve it, and let the next payroll run deduct it once.Settle an employee's end of service
Calculate a leaving employee's end-of-service indemnity and leave payout, save it as a draft, approve it, and mark it paid to close loans and post the settlement.How the end-of-service settlement is calculated
The formula behind the indemnity, the accrued leave payout, loan deductions and net payable on an end-of-service settlement, with a worked example.
Talent
Create and publish a job posting
Open a vacancy with its department, salary range, required skills and onboarding template, send it for approval, publish it and close it when the positions are filled.Add and manage candidates
Keep one record per candidate with contact details, experience, expected salary and skills, apply them to a vacancy, track their status and blacklist them when needed.Screen applications and hire a candidate
File an application against a vacancy, score it at screening, move it through the pipeline on the board, and convert an accepted offer into an employee record.Schedule interviews and record the outcome
Schedule an interview for an application, confirm, reschedule or cancel it, and record the rating and recommendation that feed the application's overall score.Match candidates and employees to a vacancy
Score the applicants of a vacancy, and your own employees, against its required skills, see the matched and missing skills, and understand how each score is calculated.Build onboarding templates
Define the standard tasks every new hire goes through, who owns each one, when it is due and which tasks must be done before the first salary.Assign and track an employee's onboarding
Give a new employee an onboarding checklist, work through its steps, and see at a glance the progress and any steps still holding up the first salary.Run a performance review
Create a review for an employee, record the self-assessment and the manager's review on a 0–5 scale, then have the employee acknowledge the result.Appraisal cycles, KPI scoring, 360° feedback and promotions
Open a company-wide appraisal cycle, score each employee's KPIs, collect 360° feedback, and record promotions and salary revisions that change the employee's pay.Set employee goals and track progress
Assign goals with a target date, priority and weight, record progress until the goal completes, and link goals to a KPI so the KPI's value follows them.Define KPIs and record their values
Create KPIs for an employee, a department or the whole company, record readings by hand or let linked goals calculate them, and read the achievement against target.
Requests & Approvals
Approve requests from your approval inbox
See every leave request and hourly permission waiting for your decision at your step of the approval chain, then approve it or reject it with a reason.Delegate your approvals while you are away
Hand your approval steps to a colleague for a date range, so leave requests and hourly permissions keep moving while you are on leave or travelling.Process an expense claim from submission to reimbursement
Record an employee's out-of-pocket expense with its receipts, take it through manager and finance approval, and mark it paid so the reimbursement posts to the books.
Benefits
Set up benefit plans
Define medical, life and other benefit plans with their monthly cost and the employee and employer shares, activate them for enrollment, and re-price existing enrollments.Enroll employees in a benefit plan
Enroll an employee in a plan, approve and activate the enrollment so payroll deducts it, add dependants and beneficiaries, and suspend, resume or cancel it.Run an open enrollment period
Open a window in which employees are enrolled in benefit plans, choose which plans it offers and when coverage starts and ends, then close it when the window ends.
HR Admin
Configure HR settings
Set working hours, weekend days, overtime, absence deduction, clock-in geofencing, the payroll cycle, missing time charges, leave defaults and social insurance in one place.Set up multi-step approval chains
Build the approval chain that leave requests and hourly permissions follow, decide who approves each step, and set an auto-approve window for steps nobody answers.Set up leave types and permission types
Define the leave your company grants, in days or in hours, with the yearly entitlement, paid or unpaid treatment, document requirement and monthly allowance for hourly permissions.Track company assets held by employees
Register laptops, phones, vehicles and access cards, hand them over to employees, take them back with their condition, and follow maintenance until an item is retired.Compliance - WPS wage file, alerts, expiring documents and GOSI basis
Produce the monthly WPS (SIF) wage file from paid payslips, track compliance alerts to resolution, catch expiring employee documents, and review the GOSI contribution basis.Plan headcount and salary budgets, and test what-if scenarios
Set a headcount target and salary budget per department for the year, compare them with actual staff and salary spend, and simulate hiring or cuts before you commit.Run HR reports - payroll, attendance, leave, headcount and more
Pick one of thirteen HR reports, filter it by period, department or status, and export it to Excel or PDF.
Self-Service
Use the employee self-service portal
Employees clock in and out, request leave, hourly permissions, loans and expenses, follow their requests and download payslips from their own web portal.Manage your team from the self-service portal
Managers see the people who report to them, decide their leave requests, and check a team calendar of approved and pending leave before agreeing to new time off.
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