ADMIN
Login Page
        The Login Page serves as the entry point for users to access a secured system, application, or website. Its primary function is to authenticate users by verifying their identity by entering legitimate credentials.
 
  1. Show the login page.
  2. Enter username and password.
  3. Click the “Login” button.
  4. If username and password are incorrect the message that appears is “Invalid Credentials”.
  5. If you click “Forgot your password” it will go to the reset password screen, then enter your username to identify your account to reset your password.
  6. Click the “Reset Password” button to reset your password.
  7. Click the “Cancel” button to enable interrupt a command process and not change information.
 Dashboard
A dashboard is a visual representation of critical information, measurements, and data points presented in a single, frequently interactive interface. Dashboards are intended to provide a brief but comprehensive overview of numerous components of a business, system, or process. They are frequently employed in a variety of industries and applications to help people make more informed decisions.
  1. It appears the “Time at Work” is an electronic timesheet to log the user’s daily hours worked.
  1. If you click the clock-in button digitally record the start and end times for work using a designated “Puch-In” feature.
  2. It shows the “My Action” where the admin sees the “Leave Request to Approve” to review and act on leave requests submitted by the employees and the “Timesheet to Approve” to review and act on pending timesheets that require the admin’s attention.
  1. It shows the “Quick Launch” where the users see the “Assign Leave” is designed to simplify and expedite the process of assigning leave to employees “Leave List” provides a convenient way for administrators or HR personnel to quickly access and view a list of leaves for employees “Timesheets” to a simplified and expedited process for creating and managing timesheets “Apply Leave” is designed to provide employees with a quick and straightforward process for requesting leave within a leave management “My Leave” provide employees with a convenient and efficient way to view and manage leave-related information within a leave management “My Timesheet” provide employees with a simplified and efficient way to access and manage timesheet-related information within a timesheet management.
  1. It shows the “Buzz Latest Posts” dashboard serves as a dynamic feed that displays the most recent updates, announcements, and news.
  1. It shows the “Employee on Leave Today” dashboard provides a snapshot of employees who are on leave for the current day.
  1. It shows the “Employee Distribution by Subunit” dashboard provides a visual representation of how employees are distributed across different sub units or departments.
  1. It shows the “Employee Distribution by Location” dashboard provides a visual representation of where employees are located geographically within an organization.
  1. It shows the “Schedule Calendar” dashboard provides employees and managers with a visual representation of work schedules, shifts, and important dates.
My Profile
The Employee Profile Module serves as a central repository for storing and managing comprehensive information about each employee within the organization.
 
 “My Profile Module” contains the following Sub-Module features:
Personal Details to collect and manage various pieces of information about an individual.
 
  1. Enter the Employee’s Full Name.
  2. Personnel ID, Device ID, and Previous ID are automatically populated and non-editable.
  3. Enter the maximum character limit for the “Driver’s License Number” based on the specifications of the issuing authority.
  4. Click the date picker for “License Expiry Date” to make it easy to select the expiration date without having to input it manually. This helps prevent input errors.
  5. Choose in the drop-down list, such as “Nationality,” to prompt users to make a choice.
  6. Select in the drop-down list with commonly used “Marital Status” options. Common choices include “Single,” “Married,” “Widow,” “Legally Separated,” “Annulled,” and “Other,”.
  7. Click the date picker for “Date of Birth” which allows users to select their birthdate easily.
  8. Select a diverse set of “Gender” options to accommodate a range of identities. Consider including options such as “Male,” “Female,” “Trans,” “Intersex,” “Non-Confirming,” “Personal,” “Eunuch,” and “Other,”.
  9. Auto calculated “Age” prominently near the date of birth field. This helps users confirm that the system has correctly interpreted input.
  10.  Click “Save”.
Custom Fields allows to adjust or modify employee profiles by adding additional fields beyond the standard set provided by the system.
  1. Input the “Birthplace” in the text box field.
  2. Select “Blood Group” in the drop-down list.
  3. Select “Country of Birth” in the drop-down list.
  4. Click the date picker or calendar widget to allow a user easily to select the “Date of Death”. This makes it convenient for users to input the information accurately.
  5. Click the date picker to allow users to easily select the “Date of Marriage”. This can be like the date picker for the date of birth.
  6. Input “Father’s Name” in the text box field.
  7. Input “Height” in the text box field.
  8. Input “Nickname”.
  9. Select “Religion” in the drop-down list.
  10. Select “Salutation” preferred in the drop-down list.
  11. Input “Sample Field” to give users an example or guidance on the expected format.
  12. Select “Vaccination Status” in the drop-down list.
  13. Input employee “Weight” pounds or kilogram in the text box field.
  14.  Click “Save”.
Attachments allow users to upload files or attachments.
  1. Click the “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  2. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  3. Click the “Save” or “Cancel” button.
Contact Details provides a centralized location within the system to store and manage employee contact information. 
  1. In the “Address” section enter the data in the text box fields for street address line 1 and line 2 (This field line 2 is optional and can be used for additional address details e.g., apartment number, suite number), City, State/Province, ZIP/Postal Code, and Country to allow users to select their country.
  2. Inputting the telephone number for separate fields for Home, Mobile, and Work provides users with a convenient and flexible way to input and manage multiple contact numbers.
  3. Enter email address.
  4. Click “Save”.
  5. Select “Citizenship” in the drop-down list.
  6. Enter the extension number.
  7. Click “Save”.
Attachments allow users to upload files or attachments.
  1. Click the “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click “Save” or “Cancel” button.
Emergency Contacts allow users to input and manage the contact information of employees who should be notified in case of emergencies.
  1. Click the “Add “button.
  2. Enter the “Name” who should be contacted in case of emergencies.
  3. Enter the “Relationship” to specify the relationship between the user and the designated emergency contact person.
  4. Enter the telephone number for separate fields for Home, Mobile, and Work provides users with a convenient and flexible way to input and manage multiple contact numbers.
  5. Input “Email” in the custom fields.
  6. Click “Save”.
  7. Click the “Cancel” button to enable interrupt a command process and not change information.

Attachments allow users to upload files or attachments.
  1. Click the “Add” button.

  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Dependents allow employees to input information about their dependents, including their names, relationship to the employee (e.g., spouse, children), date of birth, and any other relevant details.
  1. Click the “Add” button.
  2. Enter the “Name” of user dependents.
  3. Enter the “Relationship” to specify the relationship between the user and the dependents.
  4. Click the date picker widget for “Date of Birth” which allows users to select dependent birthdates easily.
  5. Click “Save”.
  6. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Custom fields where employees can enter the addresses of user dependents.
  2. Enter the “Gender” identity in the text field.
  3. Enter detailed information about the HMO policy.
  4. Click in the drop-down list for the dependent option “Yes” or “No”.
  5. Enter the information about a user’s current “Marital Status”.
  6. Enter the Mobile Number.
  7. Click “Save”.
  1. Click the “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Immigration
Assists in managing the immigration-related aspects of workforce. This feature is that employ individuals who require work visas, permits, or other immigration documentation to legally work in a particular country.
  1. Click the “Add” button.
  2. Click radio buttons to select only one option labeled clearly, such as “Passport” or “Visa“.
  3. Identification Number” users can input the passport or visa number in this field.
  4. Users can select the dates using the date picker widget for “Issued Date” and “Expiry Date.”
  5. For “Eligible Status” users can input the appropriate status based on their situation.
  6. Select in the drop-down list “Issued By” the authority that issued the identification document.
  7. Users can select a date when they want to review the eligibility status.
  8. In the “Comments” field can input additional information or notes related to a specific employee, event, or record.
  9. Click” Save”.
  10. Click the “Cancel” button to enable interrupt a command process and not change information.
Attachments allow users to upload files or attachments.
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Job Details that capture and manage comprehensive information about job positions within an organization. This feature facilitates effective workforce planning, recruitment, performance management, and talent development initiatives.
  1. Click the date picker to select “Join Date”.
  2. Select “Job Title” in the drop-down list the employee identifier of the responsibilities, duties, and level of authority associated with the position.
  3. Job Specification not defined.
  4. Select “Job Category” in the drop-down list.
  5. Select “Sub Unit” in the drop-down list.
  6. Select “Job Level” in the drop-down list.
  7. Select “Employment Status” in the drop-down list the classification of an individual’s relationship with an organization based on their work arrangement.
  8. Click the date picker to select “Date Permanency”.
  9. Select “Cost Center” in the drop-down list a specific department, function, or division within an organization that is responsible for incurring costs associated with its operations.
  10.  Auto-Generate “Current Service”.
  11.  Input the “Creditable Service” the period of employment or service within an organization that is recognized and counted towards specific benefits or entitlements, such as retirement benefits, pension plans, or leave accrual.
  12.  Select “Location” in the drop-down list.
Employment Contract Details manage and store comprehensive information related to employment contracts between the organization and its employees. This feature facilitates the effective administration and documentation of employment agreements.
  1. Click the date picker “Contract Start Date” specific date on which an employment contract becomes effective or begins.
  2. Click the date picker “Contract End Date” specific date on which an employment contract is scheduled to terminate or expire.
  3. Click browse for “Contract Details” attachment.
  4. Click “Save”.
The Employee Termination/Activation to manage and process the termination of an employee’s employment with an organization. This feature streamlines the termination process, ensuring compliance with legal requirements and organizational policies while maintaining data integrity.
  1. Click the date picker for “Termination Date”.
  2. Select “Termination Reason” provides valuable insights into the causes of employee turnover, helps identify trends, and informs strategic decision-making related to workforce management.
  3.  Users can input note additional information, comments, or notes related to specific HR processes, employee records, events, or interactions.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Click the date picker for “Actual Confirmation Date”.
  2. Click the date picker for “Confirmation Date”.
  3. Click the date picker for “Contract End Date”.
  4.  Input “Cost Center” a specific department, function, or division within an organization that is responsible for incurring costs associated with its operations.
  5. Select “Employment Status” in the drop-down list.
  6. Select “Employment type” in the drop-down list.
  7.  Input “Job Role” in the text field.
  8. Click the date picker for “Last Day in Office”.
  9.  Input “Notice Period” in the text field.
  10. Click the date picker for “Probation Period”.
  11. Click the date picker for “Relieving Date”.
  12. Input “Salesperson Code”.
  13. Input “Workgroup Code”.
  14. Click “Save”.
Salary
Component that enables organizations to manage and administer employee compensation effectively. This feature facilitates the calculation, adjustment, and tracking of salaries and related aspects such as bonuses, allowances, and incentives within an organization.
 
 
 
 
  1. Users can select different salary components from a drop-down list. This could include basic salary, bonuses, allowances, overtime, deminimis, and other components.
  2. Users can select from a dropdown list of payroll categories. These categories may include different types of payrolls, such as monthly rated, gross rated, and daily rated.
  3. Select “Reason” in the drop-down box.
  4. Choose “Currency” which allows users to specify and work with different currencies for managing compensation, expenses, and financial transactions.
  5. Enter salary “Amount”.
  6. Select options in the drop-down list such as “Hourly”, “Daily”, and “Monthly”.
  7. Input comments to provide context or additional details related to specific entries.
Direct deposit details allow organizations to securely manage and store employees’ banking information for payroll processing.
  1. Enter the “Account Number” the unique account number associated with the employee’s bank account. This number is used to identify the specific account to which the funds should be transferred.
  2. Enter the “Account Type” of the bank account, whether it’s a checking or savings account. This information is crucial for routing the funds accurately.
  1.  Enter the “Routing Number” a nine-digit number that identifies the financial institution and the location of the bank where the account is held. It helps direct the funds to the correct bank.
  2. Enter the “Amount” which is a fixed sum agreed upon between the employer and the employee. This fixed amount is typically outlined in the employment contract.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
The “bank details” allow users to input and manage the banking information of employees or individuals for various financial transactions. This feature is crucial for processing direct deposits, making salary payments, and handling other financial transactions where funds are transferred to or from a bank account.
 
  1. Click the “Add” button of bank details.
 
 
 
 
 
 
  1. Enter the “Account Number” users to input and store the unique account number associated with an individual’s bank account. This information is crucial for identifying the destination account for financial transactions.
  2. Users can select in the drop-down list of “Bank Name” where the individual holds their account. This is essential for routing funds accurately, especially in the case of interbank transactions.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
 
 
 
 
 
 
 
Attachments allow users to upload files or attachments.
Report to
The Report features allow organizations to designate and track reporting relationships between employees within the organizational hierarchy. This feature plays a critical role in managing organizational structure, communication channels, and workflow coordination.
  1. Type the name of the “Supervisor”.
  2. Select in the drop down list the reporting method the “Direct” and “Indirect”.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Type the name of the “Subordinate”.
  2. Select in the drop-down list the reporting methods “Direct” and “Indirect”.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  2. Users can upload schedules for multiple employees simultaneously, saving time and reducing manual data entry.
Qualification
The Qualification feature to manage and track the qualifications, skills, certifications, and credentials of the employees. This feature plays a crucial role in talent management, workforce planning, training, and development initiatives.
  1. Enter the name of the employer or company where the employee worked.
  2. Enter the job title or position the employee held during that work experience.
  3. Click the date picker for the start and end dates of the employment period with that specific company.
  1. Use a text comment field to allow users to enter comments not exceeding 100 characters.
  2. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Select the level in the drop-down list of the type of degree or certification earned.
  2. Enter the institute field the name of the school, college, or university where the employee obtained their education.
  3. Enter the specific area of study or major pursued by the employee.
  4. Enter the year when the employee completed their education or graduated.
  5. Enter the overall or major-specific GPA achieved by the employee during academic studies.
  6. Click the date picker to allow employees to choose the exact date when they commenced their education at a particular institution.
  7. Click the date picker to enable employees to specify the date when they completed or graduated from the educational program.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Select a skill in the drop-down list to allow employees to input the name of a specific skill or competency they possess.
  2. Year of Experience to allow employees to input the number of years of experience they have in using or applying the skill.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Select a language from the drop-down list for employees to indicate their proficiency in different languages skills.
  2.  Select fluency from the drop-down list of employees’ levels in different languages, specifying how well they can speak, read, and write in each language.
  3. Select competency from the drop-down list for proficiency levels in different languages, specifying their ability to speak, read, and write in each language.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  2. Click” Save”.
  1.  Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Select license type from the drop-down list which allows users to choose details of licenses or certifications held by employees. This can include professional licenses, industry-specific certifications, or qualifications necessary for their roles.
  1. Enter the unique license number associated with individual employees. This ensures accuracy and specificity in identifying and verifying licenses.
  1. Click the date picker when the license was issued.
  1. Click the date picker when the license expired.
  1. Click” Save”.
  1.  Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Location allows users to tailor the system to specific needs and capture additional information that might be unique to the operations.
  2. Click the “Add” button.
  3. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Membership
Membership features to manage memberships, affiliations, and associations of the employees. This feature is where professional memberships or affiliations play a significant role in the employee’s job responsibilities or career development.
 
 
 
 
 
 
 
 
 
  1. Select membership from the drop-down list of employee’s details about memberships in professional organizations, industry associations, or any other relevant groups.
  2. Select subscription paid from the drop-down list.
  3. Enter the subscription amount where employees can specify the subscription amount associated with the membership. This amount could be an annual or monthly fee required to maintain membership.
  4. Select currency from the drop-down list.
  5. Click the date picker when the employee’s membership subscription begins. This could be the date joined the organization or started a new role that requires membership.
  6. Click the date picker to specify the renewal date for the membership subscription. This is the date by which need to renew membership to maintain uninterrupted access to benefits.
  1. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
 
 
 
 
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
 
Payroll Details
The payroll details to manage and administer various aspects of employee compensation and payroll processing efficiently. This feature encompasses a range of functionalities related to payroll management, ensuring accuracy, compliance, and timeliness in the distribution of employee wages and benefits.
  1. Select in the drop-down list for “Payroll Schedule” to define the time intervals for which employees are paid, such as daily, weekly, semi-monthly, monthly, paid or gross rated.
  2. Auto generate “Payroll Grouping” this feature automatically categorizes employees into groups based on predefined criteria.
  3. Auto generate tax method.
  4. Select in the drop-down list for average working days in a year.
  5. Auto generates average week in a year.
  6. Auto generate working days in a month.
  7. Auto generate working hours.
  8. Auto generate SSS Basis.
  9. Auto generate PHIC Basis.
  10. Auto generate HDMF Basis.
  11. Click “Save”.
 
 
 
 
 
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Timekeeping
Timekeeping features to track and manage employees’ work hours, attendance, and related data. This feature is essential for accurately capturing time worked, calculating wages, monitoring attendance patterns, and ensuring compliance with labor regulations.
  1. Select in the drop-down list of shift code the identifier or code assigned to a particular work shift.
  2. Click the check box of “Affected Date Type” for option regular or holiday.
  3. Auto generate “Day Shift”.
  4. Auto generate “Work Start Time”.
  5. Auto generate “Work End Time”.
  6. Auto generate “Fixed OT Start Time”.
  7. Auto generate “Fixed OT End Time”.
  8. Auto generate “Total Fixed OT Hours”.
  9. Click “Update”.
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Benefits
Benefits enable to manage employee benefits efficiently. Employee benefits encompass various non-wage compensation provided by employers to the employees, such as health insurance, retirement plans, paid time off, and other perks.
 
 
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Demo Screen
The demo screen feature enables to access a demonstration or training environment. This feature serves as a sandbox or simulated environment where users can explore system functionalities, practice tasks, and learn how to navigate the HRP system without impacting live data or processes.
  1. Select “Yes” or “No” option in the drop-down list for demo field.
  2. Click “Save”.
  1. Click the “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Check Sample
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Work Accident
A work accident enables to track, manage, and report work-related accidents, injuries, illnesses, and incidents involving employees. This feature plays a critical role in promoting workplace safety, compliance with regulations, and the well-being of employees.
  1. Click the date picker for “Date of Accident”.
  2. Click “Save”.
  3. Enter the “Add Description of Accident” field 1,2,3, and 4.
  1. Click the “Save” or “Cancel” button.
  1. Click the “Add” button to enable interrupt a command process and not change information.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
 
Disciplinary
A disciplinary is to track and manage disciplinary actions taken against employees within an organization. This feature is crucial for maintaining discipline, enforcing company policies, and ensuring compliance with legal and regulatory requirements.
 
 
 
 
 
 
 
  1. Click the date picker for “Case Date”.
  2. Input the “Case Description” in the text field a detailed narrative or documentation of a particular incident, issue, or situation.
  3. Click “Save”.
  4. Input the “Date” on which the disciplinary incident occurred or was documented.
  5. Input the “Name” of the employee facing disciplinary action.
  6. Input the “Case” of the violation (e.g., attendance, code of conduct, data security, harassment).
  7. Click” Save”.
  8. Click the “Cancel” button.
  1. Click the “Add” button.
  2. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Disclosure A disclosure feature is to manage and track the disclosure of sensitive information by employees, such as conflicts of interest, disclosures required by company policies or regulatory requirements.
  1. Click the date picker for “Date of Conflict of Interest/Disclosure”.
  2. Input the “Description of Conflict of Interest/Disclosure”.
  3. Click “Save”.
  4. Click “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Initiative to track and manage various initiatives, projects aimed at achieving specific organizational goals or objectives related to human resources management.
  1. Click the date picker for “Date of Projects/Initiatives”.
  2. Input the project/initiative description.
  3. Click “Save”.
  4. Click “Add” button.
  5. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Issued Assets provided to employees for their use during their employment. These assets could include a wide range of items, from physical equipment to digital tools or access privileges.
  1. Input the assets description.
  2. Click the date picker for “Date Issued”.
  3. Click “Save”.
  4. Click “Add” button.
  5. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
 
Recognitions and Awards acknowledgments and honors bestowed upon employees to recognize their contributions, achievements, and excellence in the workplace.
  1. Click the date picker for “Date of Award”.
  2. Input the name of the award or recognition.
  3. Click “Save”.
  4. Click “Add” button.
  5. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
Training to manage employee training and development programs efficiently.
  1. Click the date picker for “Date of Training/Certification”.
  2. Input the name of trainings/certifications.
  3. Click “Add” custom.
  4. Enter the name for custom table at custom screen.
  5. Input age.
  6. Input address.
  7. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Click “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to input and record text-based comments or notes related to various HR-related activities, processes, or employee records.
  2. Click the “Save” or “Cancel” button.
Statutory
The statutory helps to comply with statutory regulations, laws, and requirements related to employment, labor, and workforce management. These features ensure that adhere to legal obligations and maintain compliance with relevant statutes and regulations.
  1. Input “National ID” in the field.
  2. Input “Pag-ibig Number” in the field.
  3. Input “PhilHealth Number” in the field.
  4. Input “SSS Number” in the field.
  5. Input “Tin Number” in the field.
  6. Click “Save”.
  1. Click “Add” button.
  1. To ensure the system can handle attachments appropriately, define acceptable file types (e.g., PDF, JPG, PNG) and accept up to 1 MB size limitations.
  1. Use a text comment field to allow users to enter multiple comments, providing flexibility for longer responses.
  1. Click the “Save” or “Cancel” button.
 
Employee Self Service.
Employee Self-Service (ESS) in Human Resource Planning systems refers to a set of functionalities that enable employees to access and manage their own HR-related information, transactions, and tasks through a self-service portal or interface. ESS empowers employees to take control of certain HR processes, reducing administrative burdens on HR departments and promoting efficiency and convenience for employees.
 
 
 
 
 
 
 
 
“Employee Self Service Module” contains the following Sub Module features:
 
  1. Click the date picker “From Date” and “To Date”.
  2. Select “Leave with Status” in the drop-down list and show option “Rejected, Pending, and Approved”.
  3. Select “Leave Type” in the drop-down list.
  4. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  5. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  6. Record Found Table informs employee when desired records or information have been successfully located or retrieved within the ESS platform. Employee Self-Service is a system that allows employees to access and manage their own personal and work-related information without direct intervention from HR or administrative staff.
  7. If you click “Retract” button allows users to undo or cancel withdraw certain actions initiated within the system.
 
 
Apply Leave
Applying for leave in an Employee Self-Service (ESS) system employee to request time off from work for various reasons, such as vacation, sick leave, personal leave, or other types of authorized absence.
  1. Select from the dropdown list, choose the specific type of leave wish to apply for.
  2. Auto generate “Available Balance”.
  3. Auto generate “Leave Balance”.
  4. Auto generate “Employee Code”.
  5. Auto generate “Name”.
  6. Auto generate “Allocated Days”.
  7. Auto generate “Total Days”.
  8. Select “Duration” for option Full Day or Half Day.
  9. Use the calendar picker to select the desired start date for your leave. Systems allow you to click directly on the calendar.
  10. Text box comment field or area where employees can provide additional information or details regarding their leave request.
  11. Click “Apply” button to submit leave request.
My Leave
My Leave section is a part of the ESS portal provides employees with a comprehensive view of their leave-related information and activities.
  1. Click the date picker from date to date.
  2. Select “Leave with Status” in the drop-down list and show option “Rejected, Pending, and Approved”.
  3. Select “Leave Type” in the drop-down list.
  4. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  5. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  6. Record Found Table informs users when their desired records or information have been successfully located or retrieved within the ESS platform.
  7. If you click “Retract” button allows users to undo or cancel withdraw certain actions initiated within the system.
My Entitlements
My Entitlements in the ESS typically refer to the predetermined and allocated amount of leave or time-off that an employee is entitled to within a specified period. This includes various types of leave such as vacation, sick leave, and other categories.
  1. Select “Leave Type” in the drop-down list.
  2. Select “Leave Period” to specify the start and end dates for your leave. This defines the leave period during which you will be absent from work.
  3. Click “Search” button to find specific information within the system.
  4. Record Found Table informs users when their desired records or information have been successfully located or retrieved within the ESS platform.
 
 
 
Apply OT
Applying for overtime (OT) through an Employee Self-Service (ESS) system employee submitting a request for additional hours worked beyond the standard work hours.
 
  1. Auto Generate “OT Request Number”.
  2. Click the date picker for “Request Date” the date on which you submit the request for overtime hours.
  3. Click the date picker from date and to date.
  4. Click the “Toggle” button for select employee.
  5. Select “Employee” in the drop-down list.
  6. Click “Search” button to find specific information within the system.
  7. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  8. Text box comment field or area where employees can provide additional information or details regarding their OT request.
  9. Click the “Submit” button to finalize and submit the information entered or selected by the user.
Clock IN/OUT
Clocking in and out in an Employee Self-Service (ESS) system the process of recording an employee’s start and end times for their workday. This functionality is used for time and attendance tracking.
 
 
  1. Click the date picker for “Date.”
  2. Click the “Clock Time” button when users are starting their work.
  3. Type a note in the textbox field where employees can enter additional information, comments, or notes.
  4. Click the “In” button used for clocking in or recording the start of an employee’s work shift. The “IN button” is a user interface element that employees interact with to log their entry time.
Apply Attendance Correction
Applying attendance correction in an Employee Self-Service (ESS) system allows employees to request adjustment to their recorded attendance data. This could be necessary in cases where there are inaccuracies or errors in the original entries.
  1. Click the date picker from date and to date.
  2. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  3. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
Schedule
In an Employee Self-Service (ESS) system, the “schedule” an employee’s work schedule, which outlines the days and times they are expected to work.
  1. Review the calendar to see your workdays and the corresponding start and end times for each day. Different colors are used to indicate different types of shifts or work hours.
Vale
Vale the employee’s request for cash advance in between payroll dates and which amount is deductible from the forthcoming salary.
  1. Click the “Apply Vale
  1. Auto generate “Budget”.
  2. Auto generate “Loanable Amount”.
  3. Auto generate “Creditable years of service”.
  4. Auto generate “Rule/Year of service”.
  5. Auto generate “Carry over interest %”.
  6. Auto generate “Percentage (%)”.
  7. Enter “Amount for Approval”.
  8. Auto generate “Previous Balance”.
  9. Auto generate “Total Loan”.
  10. Select “Reason”.
  11. Click “Apply Loan Now
 
Schedule Groupings
Schedule Groupings in an Employee Self-Service (ESS) system to organize employees into specific groups or categories based on their schedules. This feature allows for more efficient management of employee schedules and facilitates communication and coordination among team members.
  1. Click the “Add” button.
  1. Enter the “Schedule Name” in the text box field.
  2. Select “Work shift Code” in the drop-down list.
  3. Search the “Assigned Employees” in the textbox field.
  4. Click the date picker from date to date.
  5. Click “Use Payroll Period” if want to select period in the drop-down list.
  6. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
  1. Click “Trash” button in actions table area to delete or discard information.
  2. Click “Pencil” button in the actions table area to modify or update information.
  1. Enter the “Role Name” in the text box field.
  2. Select “Work shift Code” in the drop-down list.
  3. Search the “Assigned Employees” in the textbox field.
  4. Click the date picker from date to date.
  5. Click “Use Payroll Period” if want to select period in the drop-down list.
  6. Click” Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
 
Approval
Approvals in Employee Self-Service (ESS) enables employees to submit various requests or actions that require managerial approval. ESS systems streamline these approval processes, making them more efficient and transparent.
  1. Search the “Employee” in the textbox field.
  2. Select “Request Type” in the drop-down list.
  3. Click the date picker for “Applied Date From” and “Applied Date To”.
  4. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  5. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  6. Click the “Eye Icon” to view additional details or information and display about Overtime Request.
  1. It shows the Overtime Request Details.
  2. If you click the “Reject” button signifies that the admin is decline the employee’s request for overtime.
  3. If you click the “Approve” button indicates the admin approval for the employee to work overtime during the specified period.
View Payslip
The “View Payslip” in Employee Self-Service (ESS) allows employees to access and review their electronic payslips or payroll statements. This feature is designed to enhance transparency and provide employees with convenient online access to important information related to their compensation.
Setup Pincode
Setting up a PIN code in an Employee Self-Service (ESS) system is a security measure to enhance user authentication and protect sensitive employee information. The process of setting up a PIN code may vary based on the specific ESS platform organization uses.
  1. Enter and confirm your chosen PIN code. The system has specific requirements, such as a minimum length or a combination of numbers.
HR Management
An HR Management module is a core component of an HRP (Human Resource Planning) system, designed to streamline and automate various HR processes. It acts as a centralized hub for managing your most asset – your employees.
“HR Management Module” contains the following Sub Module features:
  1. Search the “Employee Name” in the textbox field.
  2. Enter “Employee ID” in the textbox field.
  3. Select “Employment Status” in the drop-down list.
  4. Select “Include” in the drop-down list.
  5. Search the “Supervisor Name” in the textbox field.
  6. Select “Job Title” in the drop-down list.
  7. Select “Sub Unit” in the drop-down list.
  8. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  9. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  1. Click “Trash” button in actions table area to delete or discard information.
  2. If you click the “Pencil” button in the actions table area this will go to Personal Details.
 
Add Employee
Gather all necessary information about the new employee. This includes their full name, employee id, username, status, password, and confirm password.
  1. Enter employee “First Name” in the textbox field.
  2. Enter employee “Middle Name” in the textbox field.
  3. Enter employee “Last Name” in the textbox field.
  4. Enter “Employee ID” in the textbox field.
  5. Upload photo accepts jpg, .png, .gif up to 1MB. Recommended dimensions: 200px X 200px.
  6. Click the “Toggle” button to create login details.
  7. Create “Username”.
  8. Click the “Radio” button for the status option “Enabled” and “Disabled”.
  9. Type your password.
  10. Re-type or confirm your password.
  11. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
          Optional Fields
 
Providing optional fields can offer flexibility and accommodate diverse organizational needs.
  1. Click the “Toggle” button to show “Nick Name”, “Smoker”, and “Military Service” in Personal Details.
  2. Click the “Toggle” button to show “SSN” field in Personal Details.
  3. Click the “Toggle” button to show “SIN” field in Personal Details.
  4. Click the “Toggle” button to show “US Tax Exemptions” menu.
  5. Click “Save”.
          Custom Fields
allow organizations to tailor HR systems to specific requirements and collect additional information based on unique needs.
  1. Click the “Add” button.
In the records table click “Trash” button in actions table area if user want to delete or discard information. Click “Pencil” button in the actions table area if user wants to modify or update information.
  1. Enter the “Field Name” in the text box field.
  2. Select “Screen” in the drop-down list.
  3. Select “Type” in the drop-down list to specify the type of data that the field will store.
  4. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Data Import
Importing data into an HR management system can be a crucial step in ensuring that the system is populated with accurate and up-to-date information.
  1. Review the data to be imported to ensure accuracy, completeness, and compliance with privacy regulations.
  1. To ensure the system can handle attachments appropriately, define accept up to 1 MB size limitations.
  1. Click “Upload”.
Reporting Methods
 
Reporting methods play a crucial role in providing insights into various aspects of workforce management, performance, and compliance. Configuring reporting methods ensures that the HR management system delivers meaningful and actionable data.
  1. Click the “Add” button.
 
Termination Reasons
 
Configuring termination reasons in HR management is essential for tracking and analyzing the reasons employees leave an organization. This information can be valuable for improving employee retention strategies, identifying areas for organizational improvement, and ensuring compliance with employment laws.
  1. Click the “Add” button.
  1. Enter the “Name” for termination.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Custom Screens
Custom screens allow organizations to tailor the user interface to their specific needs, providing a more personalized and efficient experience for users interacting with the HR system.
  1. Click the “Add” button.
  1. Enter the “Screen Name” in the text box field.
  2. Enter the “Screen Display Name” in the text box field.
  3. Click “Save”.
  4. Click the “Cancel” button to enable interrupt a command process and not change information.
Update Salaries
Updating salaries in HR management involves configuring the system to        accurately reflect changes in employee compensation.
  1. Click the “Upload Template” button.
Reasons
Configuring reasons in HR management involves creating a standardized list of predefined reasons that can be selected when documenting various HR processes or events. These reasons provide clarity, consistency, and a structured approach when recording and analyzing data within an HR system.
 
 
 
 
 
 
  1. Click the “Add” button.
  1. Select “Type of Reasons” in the drop-down list.
  2. Input “Reason” for additional details or a brief description explaining the nature of the reason.
  3. Click “Save”.
  4. Click the “Cancel” button to enable interrupt a command process and not change information.
Directory
A directory serves as a centralized location or database that contains essential information about employees within an organization. It is a valuable resource for employees, managers, and HR professionals to access information quickly and efficiently. The directory typically includes various details about individuals within the organization.
  1. Type “Employee Name” in the text box field.
  2. Select “Job Title” in the drop-down list.
  3. Select “Location” in the drop-down list.
  4. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  5. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
News Feed
A “buzz newsfeed” in HR management a dynamic and interactive feed or platform within an organization’s HR system that delivers real-time updates, news, and relevant information to employees. It serves as a central communication hub, fostering engagement, transparency, and a sense of community among the workforces.
 
 
 
 
 
 
 
 
  1. Can type and post your status in the posting field.
  2. Can view Most Recent Posts.
  3. Can view Most Like Posts.
  4. Can view Most Commented Posts.
  5. In the Right Side display the Upcoming Anniversaries.
  1. Can attached photos.
  1. Can upload videos.
Reports
Reports play a crucial role in providing insights, analytics, and data-driven decision-making. HR reports help organizations monitor, analyze, and optimize various aspects of their workforce.
  1. Type the “Report Name” in the text box field.
  2. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  3. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  4. Click the “Add” button.
  1. Type the “Report Name” in the text box field.
  2. Select “Criteria” in the drop-down list.
  3. Select “Include” in the drop-down list.
  4. Select “Display Field Group” in the drop-down list.
  5. Select “Display Field” in the drop-down list.
  6. Click “Save”.
  7. Click the “Cancel” button to enable interrupt a command process and not change information.
 
Leave List
A leave list is a record or document that tracks the leave or time off taken by employees.
  1. Click the date picker from date to date.
  2. Select “Leave with Status” in the drop-down list and show option “Rejected, Pending, and Approved”.
  3. Select “Leave Type” in the drop-down list.
  4. Search the “Employee Name” in the textbox field.
  5. Select “Sub Unit” in the drop-down list.
  6. Click the “Toggle” button to include past employees.
  7. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  8. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
Entitlements
Entitlements are the various rights and benefits that employees are entitled to as part of their employment agreement. Managing entitlements is a crucial aspect of HR to ensure that employees receive fair and consistent treatment.
  1. Search the “Employee Name” in the textbox field.
  2. Select “Leave Type” in the drop-down list.
  3. Select “Leave Period” in the drop-down list.
  4. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
Add Entitlements
 
 
 
 
  1. Select “Leave Type” in the drop-down list.
  2. Select “Leave Period” in the drop-down list.
  3. Input the “Allocated Days” the specific number of days an employee is granted or assigned for a particular purpose, such as leave entitlement.
  4. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Leave Types
In HR management, different types of leave are offered to employees to address various needs and circumstances.
  1. Click the “Add” button.
  1. Click “Trash” button in actions table area to delete or discard information.
  2. Click “Pencil” button in the actions table area to modify or update information.
  1. Enter the name in the text box field.
  2. Click the radio button for “Entitlement Situational” option “Yes” or “No”.
  3. Select “Eligibility” in the drop-down list.
  4. Click the “Toggle” button for “Leave with Pay”.
  5. Click the “Toggle” button for “CBA Table”.
  6. Click the “Toggle” button for “Authorized Leave”.
  7. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process.
Assign Leave
Assigning leave in HR management involves the process of granting and managing various types of leave for employees.
  1. Search the “Employee Name” in the textbox field.
  2. Select “Leave Type” in the drop-down list.
  3. Auto generate “Available Balance”.
  4. Auto generate “Leave Balance”.
  5. Auto generate “Employee Code”.
  6. Auto generate “Name”.
  7. Auto generate “Allocated Days”.
  8. Auto generate “Total Days”.
  9. Click the date picker for “Date From” and “Date To”.
  10. Click the “Assign” button to assign specific tasks, roles, or responsibilities to individuals, including the assignment of leave.
Leave Period in HR management, a “leave period” refers to the duration for which an employee is granted time off from work. This period could vary depending on the type of leave being taken, organizational policies, and the specific circumstances of the employee.
  1. Select “Start Month” in the drop-down list.
  2. Select “Start Date” in the drop-down list.
  3. It shows the “End Date” under start month.
  4. It shows the “Current Leave Period” under start date.
  1. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  1. Click the “Save” button.
Work Week
Work Week is a set period for tracking an employee’s work hours. It is an essential component of workforce management and is often used for various types of tasks, such as scheduling, calculating overtime, and adhering to labor regulations.
 
  1. Select “Full Day”, “Half Day”, and “Non-working Day” for Monday in the drop-down list.
  2. Select “Full Day”, “Half Day”, and “Non-working Day” for Tuesday in the drop-down list.
  3. Select “Full Day”, “Half Day”, and “Non-working Day” for Wednesday in the drop-down list.
  4. Select “Full Day”, “Half Day”, and “Non-working Day” for Thursday in the drop-down list.
  5. Select “Full Day”, “Half Day”, and “Non-working Day” for Friday in the drop-down list.
  6. Select “Full Day”, “Half Day”, and “Non-working Day” for Saturday in the drop-down list.
  7. Select “Full Day”, “Half Day”, and “Non-working Day” for Sunday in the drop-down list.
  8. Click the “Save” button.
Holidays
In HR management, holidays are a specific day that are officially designated as non-working days for employees. These days are often recognized and celebrated due to cultural, religious, or national significance. Managing holidays is an essential aspect of HR to ensure compliance with labor laws, provide employees with necessary breaks, and foster a positive work environment.
 
 
 
  1. Click the date picker for “Date From” and “Date To”.
  2. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  3. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  4. Click the “Add” button.
  1. Input the “Name” in the text box field.
  2. Click the date picker for “Date”.
  3. Select “Holiday Types” in the drop-down list.
  4. Select “Location” in the drop-down list.
  5. Click “Save”.
  6. Click the “Cancel” button to enable interrupt a command process and not change information.
Payroll Management
Payroll management involves the process of handling all aspects of employee compensation, including salaries, wages, bonuses, deductions, and taxes.
“Payroll Management Module” contains the following Sub Module features:
  1. Select “Payroll Schedule” in the drop-down list.
  2. Click the “Add” button.
Payroll Period
The specific timeframe over which employee wages are calculated and paid. Establishing a clear and consistent payroll period is crucial for maintaining accurate financial records, complying with labor laws, and ensuring timely and consistent compensation for employees.
  1. Click the date picker for “Cutoff From” and “Cutoff To”.
  2. Select “Month” in the drop-down list.
  3. Click the date picker for “Payout Date” and “Cutoff To”.
  4. Select “Month” in the drop-down list.
  5. Select “Frequency” in the drop-down list.
  6. Select “Paycycle” in the drop-down list.
  7. Select “Schedule” in the drop-down list.
  8. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Vale
Vale refers to the employee’s request for cash advance in between payroll dates and which amount is deductible from the forthcoming salary.
  1. Click “Apply Vale”.
  2. It goes to the ESS Menu in “Vale Sub-Module”.
Other Loans
In payroll management, aside from traditional employee loans, there are various other types of loans or financial arrangements that organizations may handle.
  1. Type the “Employee Name” in the text box field.
  2. Select “Loan Type” in the drop-down list.
  1. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  2. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  1. Click the “Add” button.
  1. Type the “Employee Name” in the text box field.
  2. Select “Loan Type” in the drop-down list.
  1. Click the date picker for “Loan Date”.
  2. Click the date picker for “Start of Payment”.
  3. Select the “Schedule of Deduction” in the drop-down list.
  4. Input the “Loan Amount” in the text box field.
  5. Input the “Beginning Payment” in the text box field.
  6. Auto Generate “Balance”.
  7. Input the “Amortization Amount” in the text box field.
  8. Input the “Payment terms per months” in the text box field.
  9. Auto Generate “Interest”.
  10. Select “Reason” in the drop-down list.
  11. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  12. Click “Submit”.
Ledger
In payroll management, maintaining a ledger for employee loans is essential for accurately tracking and managing the financial transactions associated with loans granted to employees.
  1. Search the name in the text box field.
  2. Select “Loan Type” in the drop-down list.
  3. Click “Download”.
Regular Processing
Regular Processing feature in Payroll Management module involves automating the routine tasks associated with payroll processing on a regular basis, such as calculating employee wages, deductions, and taxes.
 
  1. Select “Payroll Period” in the drop-down list select the specific time frame for which are processing payroll.
  2. Select “Payroll Grouping” in the drop-down list.
  3. Click “Calculate Payroll” to compute and determine employees’ salaries or wages based on various factors such as hours worked, rate of pay, deductions, taxes, and any other relevant parameters.
  4. Click “Download Register”.
  5. Enter the “Employee Name” in the text box field.
  6. Click “View” button to access and review various aspects of payroll-related information.
Off Cycle
refers to a payroll run that occurs outside of the regular payroll processing schedule.
  1. Select “Payroll Period” in the drop-down list select the specific time frame for which are processing payroll.
  2. Select “Payroll Grouping” in the drop-down list.
  3. Click “Calculate Payroll” to compute and determine employees’ salaries or wages based on various factors such as hours worked, rate of pay, deductions, taxes, and any other relevant parameters.
  4. Click “Download Register”.
  5. Enter the “Employee Name” in the text box field.
Vale Disbursement
  1. Click the date picker for “Disburse Date”.
Bonus Processing
Bonus processing in payroll management and Human Resource Planning (HRP) involves the calculation, distribution, and management of bonuses to employees.
  1. Select “Bonus Type” in the drop-down list.
  2. Select “Payroll Period” in the drop-down list select the specific time frame for which are processing payroll.
  3. Select “Payroll Grouping” in the drop-down list.
  4. Click “Calculate Bonus” to compute the bonuses for eligible employees.
  5. Enter the “Employee Name” in the text box field.
Annualization
Bank Crediting
Payroll Reporting
Monthly payroll reporting in payroll management and Human Resource Planning (HRP) involves compiling and analyzing data related to employee compensation and benefits for a specific period, typically monthly.
 
Time Management
Time management in Human Resource Planning (HRP) involves various processes and strategies aimed at effectively managing employee time and attendance to ensure optimal productivity, compliance with labor laws, and alignment with organizational goals.
  1. Type the “Employee Name” in the text box field.
  1. Click the date picker for “Date From” and “Date To”.
  2. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  3. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
“Time Management Module” contains the following Sub Module features:
Attendance Processing
The attendance processing feature in time management Human Resource Planning (HRP) involves the systematic handling of employee attendance data to ensure accurate recording, monitoring, and analysis of employee time and attendance.
  1. Select “Payroll Period” in the drop-down list select the specific time frame for which are processing payroll.
  2. Select “Payroll Grouping” in the drop-down list.
  3. Click the “Toggle” button to create attendance report.
  4. Click the date picker “Date From” and “Date To”.
  5. Enter “rows/page” in the text box field.
  6. Click “Generate Attendance” to process of compiling and generating attendance records for a specified period.
  1. Click the “Eye” button to view time reporting detailed information about specific aspects of employee attendance data.
  2. Click “Prev” button to move backward through a sequence of items or pages.
  3. Click “Next” button to move forward through a sequence of items or pages.
  4.  Click “Submit”.
Time Reporting
The Time Reporting feature in Time Management winvolves the comprehensive reporting of employee time-related data.
  1. Select “Status” in the drop-down list.
  1. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
  2. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
Configuration
The Configuration feature in an HRP (Human Resources and Payroll) system refers to the capability to customize various aspects of the system to align with the specific needs and requirements of an organization.
Late Policy: This typically refers to rules or guidelines regarding how tardiness or late arrivals/attendance are handled within an organization. A late policy might specify how many minutes late an employee can be before it counts as a tardy, what penalties or consequences there are for being late, and any procedures for reporting lateness.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Undertime Policy: A policy for managing tardiness or late arrivals, undertime policies govern situations where employees leave work early or fail to meet their expected hours of work. Undertime policies specify allowable reasons for undertime, such as medical appointments or personal emergencies, as well as the procedures for reporting undertime and any consequences for excessive undertime.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Working Days and Absent Policy: This refers to the rules and guidelines that define which days are considered as working days for employees within the organization. An absent policy outlines the procedures and consequences related to employee absences from work. This policy typically includes guidelines for reporting absences, the acceptable reasons for taking leave (e.g., sick leave, vacation, personal leave), the process for requesting and approving time off, and any disciplinary actions or penalties for unauthorized absences or excessive absenteeism.
  1. Click the “Add” button.
  2. Input “Policy Name” in the text box field.
  3. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  4. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  5. Select “Classification” in the drop-down list.
  6. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Fixed OT Policy: Fixed overtime refers to predetermined or scheduled overtime hours that are established by the organization. This could include specific days or times when employees are required to work overtime, regardless of whether they have exceeded their regular hours. Fixed OT policies might outline the criteria for eligibility, such as job roles or specific projects that require additional hours, as well as the compensation rates and any other benefits associated with working overtime.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Actual OT Policy: Actual overtime refers to the additional hours worked by employees beyond their regular working hours, which may occur due to various reasons such as unexpected workload, emergencies, or special projects. Actual OT policies typically outline the criteria for when overtime is considered necessary, the process for recording and approving overtime hours, and the compensation rates for overtime work.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Night Differential Policy: Night differential pay is an additional compensation provided to employees who work during night shifts or at specified hours outside of the regular daytime schedule. The policy typically outlines the criteria for eligibility (such as specific hours considered as “night” hours), the rate of additional pay for night work (often calculated as a percentage of the regular hourly rate), and any other conditions or requirements for receiving night differential pay.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Rest Day Policy: A rest day policy outlines the rules and guidelines regarding employees’ entitlement to rest days, which are typically days when they are not required to work. The policy may specify the number of rest days employees are entitled to in each period (e.g., per week or month), the criteria for determining which days are designated as rest days, and any exceptions or conditions that may apply (such as mandatory rest days for certain industries or job roles).
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Day Off Policy: A day off policy outlines the rules and guidelines regarding employees’ entitlement to days off or non-working days. This policy may include provisions for different types of days off, such as weekends, public holidays, and additional days off granted for personal reasons or special circumstances.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Regular Holiday Policy: A regular holiday policy outlines the rules and guidelines regarding employees’ entitlement to regular holidays, which are typically predetermined dates recognized as public or company-wide holidays. These holidays may include national holidays, religious observances, or other culturally significant events. The policy typically specifies which holidays are recognized by the organization, the criteria for determining holiday eligibility (e.g., full-time vs. part-time employees), and any conditions or restrictions that may apply (e.g., eligibility for holiday pay).
  1. Click the “Add” button.
  2. Input “Policy Name” in the text box field.
  3. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  4. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  5. Select “Classification” in the drop-down list.
  6. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Special Holiday Policy: This policy delineates rules and guidelines concerning special holidays, which differ from regular holidays due to their unique significance or regional observance. Special holidays could include local festivals, cultural celebrations, or events specific to certain communities or regions. The policy typically outlines eligibility criteria for special holiday entitlement, procedures for requesting and approving special holiday leave, and any associated compensation or benefits.
  1. Click the “Add” button.
  1. Input “Policy Name” in the text box field.
  2. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  3. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  4. Select “Classification” in the drop-down list.
  5. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Double Holiday Policy: A double holiday typically occurs when two consecutive days are declared as holidays, such as weekends adjacent to public holidays or consecutive days off granted for special occasions. The double holiday policy outlines rules and guidelines regarding employees’ entitlement to double holidays, including eligibility criteria, procedures for requesting and approving double holiday leave, and any associated compensation or benefits.
  1. Click the “Add” button.
  2. Input “Policy Name” in the text box field.
  3. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  4. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  5. Select “Classification” in the drop-down list.
  6. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Sunday Inventory Work Policy: This policy outlines rules and guidelines regarding employees’ involvement in inventory-related tasks specifically scheduled for Sundays. It may include criteria for determining which employees are required to work on Sundays for inventory purposes, procedures for scheduling and assigning inventory work shifts, compensation rates for Sunday work (such as overtime pay or premium pay), and any other relevant provisions or regulations.
  1. Click the “Add” button.
  2. Input “Policy Name” in the text box field.
  3. Input “Identifier” this field serves as a primary key or unique identifier to distinguish one rule from another and is essential for efficient management and retrieval of rule configurations.
  4. Users can type “Description” to provide additional context, details, or explanations for a particular rule, policy, and configuration.
  5. Select “Classification” in the drop-down list.
  6. Select “Job Level” any in the check box.
  1. Click “Save”.
  1. Click the “Cancel” button to enable interrupt a command process and not change information.
Daily Attendance Logs
provide functionalities to track and manage employees’ daily attendance records. These features are crucial for ensuring accurate recording of employees’ work hours, monitoring attendance patterns, and facilitating payroll processing.
  1. Search “Employee Name” in the text field.
  2. Click date picker “From Date” and “To Date”.
  1. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  1. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
Update Attendance
  1. Select “Date” in the date picker.
  2. Select “Actual In” the accuracy and efficiency of tracking employee attendance.
  3. Select “Actual Out” the accuracy and efficiency of tracking employee attendance.
  4. Search “Employee Name” in the field.
  5. Select “Location” in the drop-down list.
  6. Select “Job Level” in the drop-down list.
  7. Select “Job Categories” in the drop-down list.
  1. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  1. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
Update Schedule
  1. Select “Date” in the date picker.
  2. Select “Workshift” in the drop-down list.
  3. Search “Employee Name” in the field.
  4. Select “Location” in the drop-down list.
  5. Select “Job Level” in the drop-down list.
  6. Select “Job Categories” in the drop-down list.
  1. Click the “Search” button to find information about a specific employee by entering identifying details. This is useful for quickly accessing and managing individual employee records.
  1. Click the “Reset” button to undo or reset certain changes, entries, or configurations.
Configuration Management
Configuration Management Module within a Human Resource Platform (HRP) can enhance the management of organizational settings, preferences, and configurations.
“Configuration Management Module” contains the following Sub Module features:
General Information
provide a centralized repository for storing essential organizational details and reference information.
Display all the general information, and the user can edit it by clicking the “Edit” toggle button.
Structure
Hierarchical data related to the company’s structure, such as departments, teams, reporting lines, and organizational charts.
Click the “Edit” toggle button.
Users can drill down to view and navigate through hierarchical data by progressively revealing more detailed information.
Click “Trash” button in actions table area to delete or discard information.
Click “Pencil” button to modify or update information.
Click the “Add” button.
Input “Unit ID” the assign a unique alphanumeric code or number.
Enter the “Name” in the field.
Input “Description” to provide additional context, details, or explanations.
Click “Save”.
Click the “Cancel” button to enable interrupt a command process and not change information.
Corporate Branding
To customize the platform’s appearance and user experience to reflect the corporate identity and branding guidelines.
  1. Primary Color Selection: Provide a color picker tool or a selection of predefined color swatches to allow administrators to choose the primary color that represents the organization’s brand identity.
  2. Font Color Selection: Offer options for administrators to select the font color that complements the chosen primary color and ensures readability and contrast across different parts of the platform. Provide a range of font color options, including light, dark, or contrasting shades, to accommodate various design preferences and accessibility requirements.
  3. Gradient Color Customization: Allow administrators to customize gradient colors for background elements, banners, or headers within the platform’s interface to add visual interest and depth. Provide controls for adjusting gradient direction, opacity, and intensity to create visually appealing effects that enhance the overall design.
  4. Secondary Color Selection: Provide administrators with options to select a secondary color that complements the primary color and enhances the overall visual identity of the organization. Offer a color picker tool or predefined color swatches to facilitate the selection process, ensuring consistency with the organization’s branding guidelines.
  5. Secondary Font Color Selection: Enable administrators to choose a font color that harmonizes with the selected secondary color and maintains readability across different parts of the platform. Provide a range of font color options that coordinate with the secondary color palette, ensuring visual cohesion and aesthetic appeal.
  6. Secondary Gradient Color Customization: Allow administrators to customize gradient colors for secondary elements such as section dividers, call-to-action buttons, or accent areas within the platform’s interface. Provide controls for adjusting gradient direction, opacity, and intensity to create cohesive visual transitions and enhance the user experience.
  7. Client Logo Integration: Allow administrators to upload the client’s logo to personalize the platform and reinforce brand identity.
  1. Keep Current: This action allows administrators to maintain the current configuration settings without making any changes. When selected, ensure that the system does not apply any modifications to the existing configuration settings.
  2. Delete Current: This action allows administrators to remove or delete specific configuration settings from the system. A “Delete Current” button or option for each configuration setting that administrators want to remove.
  3. Replace Current: This action allows administrators to replace the current configuration settings with new ones. Provide a mechanism for administrators to input or select the new configuration settings they wish to apply. When selected, replace the existing configuration settings with the new ones and ensure that any associated data or references are updated accordingly. Consider providing a preview option for administrators to review how the changes will affect the system before applying them.
  1. Login Banner Customization: Provide options for administrators to customize the login page banner with the client’s branding elements, such as the logo, colors, and messaging. Allow administrators to upload custom images or graphics to create a visually appealing and branded login experience.
  1. Keep Current: This action allows administrators to maintain the current configuration settings without making any changes. When selected, ensure that the system does not apply any modifications to the existing configuration settings.
  2. Delete Current: This action allows administrators to remove or delete specific configuration settings from the system. A “Delete Current” button or option for each configuration setting that administrators want to remove.
  3. Replace Current: This action allows administrators to replace the current configuration settings with new ones. Provide a mechanism for administrators to input or select the new configuration settings they wish to apply. When selected, replace the existing configuration settings with the new ones and ensure that any associated data or references are updated accordingly. Consider providing a preview option for administrators to review how the changes will affect the system before applying them.
  1. Client Banner Feature: Implement a client banner feature that allows administrators to display important announcements, promotions, or messages from the client on the platform’s interface. Provide controls for administrators to customize the content, styling, and visibility settings of the client banner.
  1. Keep Current: This action allows administrators to maintain the current configuration settings without making any changes. When selected, ensure that the system does not apply any modifications to the existing configuration settings.
  2. Delete Current: This action allows administrators to remove or delete specific configuration settings from the system. A “Delete Current” button or option for each configuration setting that administrators want to remove.
  3. Replace Current: This action allows administrators to replace the current configuration settings with new ones. Provide a mechanism for administrators to input or select the new configuration settings they wish to apply. When selected, replace the existing configuration settings with the new ones and ensure that any associated data or references are updated accordingly. Consider providing a preview option for administrators to review how the changes will affect the system before applying them.
  1. Click “Social Media Images” toggle button.
  2. Reset to Default allows administrators to revert branding settings back to the original default configurations.
  3. Preview: Provide a preview option for administrators to review how the changes will appear before publishing them. This allows for verification and ensures that any unintended modifications can be rectified before making them visible to users.
  4. Publish to apply and make visible any changes or updates made to the configuration module.
Email Configuration Allows administrators to customize and manage email settings for various communication purposes.
 
 
 
  1. Mail Sent As: Provide administrators with the option to specify the sender’s name and email address that system-generated emails will appear to be sent from. Allow customization of the sender’s name and email address to reflect the organization’s branding and identity. Ensure that the configured sender details comply with email standards and do not trigger spam filters.
  2. Sending Method: Different sending methods for administrators to select from, including:
  1. SECURE SMTP: Secure SMTP (Simple Mail Transfer Protocol) ensures that emails are sent securely using encryption protocols such as SSL/TLS. Implement settings for configuring SMTP server details, including hostname, port number, authentication credentials (username and password), and encryption method.
  2. SMTP: Standard SMTP configuration allows administrators to specify SMTP server details for sending emails. Like SECURE SMTP, provide settings for hostnames, port number, authentication credentials, and encryption method (if applicable).
  3. Send mail: Alternatively, administrators may opt to use the server’s local Send mail configuration for sending emails. Provide settings to specify the path to the Send mail binary and any additional configuration options.
  1. Click the “Reset” button to revert email settings back to the default configurations.
  2. Click “Save”.
Email Subscription
Allows users to manage their preferences for receiving email notifications and updates from the platform.
Click “Add People” button for “Leave Applications, Leave Approvals, Leave Assignments, Leave Cancellations, Leave Rejections”.
Click “Add” button.
Enter “Name” in the text field.
Enter “Email” in the text field.
Click “Save”.
Click the “Cancel” button to enable interrupt a command process and not change information.
Localization
Allows administrators to customize the platform’s interface and content to suit the language and cultural preferences of users in different regions.
SELECT preferred language from a list of supported languages.
SELECT date format from the drop-down list.
Click SAVE
Language Packages
allows customization of the language used within HRP systems to cater to different regions, cultures, or language preferences of the users.
Click ADD button.
 SELECT language in the drop-down list.
Click SAVE.
Click the CANCEL button to interrupt a command process and not change information.
Click TRANSLATE in the action section.
  • Language Package: A set of translations for source text into a specific language.
  • Source Language: The original language of the text, typically English by default.
  • Module: The section or area where the translated text will be displayed or available.
  • Source Text: The original text in the source language.
  • Translated Text: The text translated into a specific language based on the language package.
  • Show: Indicates whether the translated text should be displayed or not.
  • Ordering: To arrange information in either ascending (from smallest to largest) or descending (from largest to smallest) order.
  • Reset button to undo or reset certain changes, entries, or configurations.
  • Search button to find information or details.
Module Configuration
Allows for the customization and management of different parts (modules) of a system. This feature is crucial in ensuring that the software can be adapted to meet specific needs or requirements without altering its core functionality.
Click the TOGGLE BUTTON to enable or disable specific modules according to the organization’s requirements. This feature enhances flexibility and customizability, ensuring that the system aligns with the dynamic needs of the organization.
Click SAVE.
Social Media Authentication
Register OAuth Client
Register OAuth Client feature in configuration management is an important aspect of integrating OAuth 2.0 protocol for authorization in applications. OAuth 2.0 is a standard protocol for authorization that allows third-party services to exchange web resources on behalf of a user. By registering an OAuth client, you are essentially setting up a trusted application within the OAuth provider’s ecosystem, which can then request access to resources on behalf of users without exposing their credentials.
Click ADD button.
TRASH button in actions table area to delete or discard information.
PENCIL button in the actions table area to modify or update information.
  • ID (Client ID): Input an ID in the text field.
  • Secret (Client Secret): Input a SECRET in the text field. This is a confidential piece of information used to authenticate your application to the OAuth provider and should be kept secure.
  • Redirect URI: Input a REDIRECT URI in the text field. This is a critical security feature in the OAuth flow.
  • Click the CANCEL button to interrupt a command process and not change information.
  • Click SAVE.
LDAP Configuration
LDAP (Lightweight Directory Access Protocol) configuration within a Configuration Management system involves setting up and managing the integration of LDAP services with applications or network systems. This feature is crucial for organizations that rely on LDAP for directory services, providing a centralized authentication mechanism across different systems.
To enable LDAP Configuration, click TOGGLE button on the right-side top corner.
Server Settings:
Host: (LDAP Server IP or Hostname without the protocol)
Port: (If SSL is used, port 636 is used by default)
Encryption: SELECT in the drop-down menu (Depends on your LDAP server setup)
SELECT in the drop-down menu for LDAP Implementation
Bind Settings:
Distinguished Name:
Password:
Click the TOGGLE button for Bind Anonymously
User Lookup Settings:
Base Distinguished Name: (refers to the starting point within the directory information tree (DIT) where the LDAP server will begin its search for users or other directory objects. It specifies the root location from which the LDAP server should start its search when looking for user entries)
Search Scope: (Allows searching base directory and subdirectories)
Username Attribute: (Attribute field to use when loading the username)
User Search Filter: (Attribute field to use when searching user objects)
User Unique ID Attribute: (Attribute field to use a unique immutable identifier for user objects)
Data Mapping:
Map LDAP fields to corresponding fields in the integrated system:
Field HRP Integrated Services:
Field in LDAP Directory:
Additional Settings:
Merge LDAP Users with Existing System Users:
Sync Interval (in Hours):
Before activating the LDAP service, ensure all LDAP settings are correct. Incorrect configuration may result in corrupted data. It’s recommended to create a backup of your database before continuing.
Click TEST CONNECTION.
Click SAVE.
User Access/User
To control and manage user permissions and access rights within the configuration management system. This feature is crucial for maintaining the security and integrity of configuration data and ensuring that only authorized individuals can make changes to system configurations.
Enter USERNAME in the text field.
Select USER ROLE in the drop-down list.
Search EMPLOYEE NAME in the text field.
Select STATUS in the drop-down list.
Click the RESET button to undo or reset certain changes, entries, or configurations.
Click the SEARCH button to find information about a specific employee by entering identifying details.
Click ADD button.
Select USER ROLE in the drop-down list.
Search EMPLOYEE NAME in the text field.
Select STATUS in the drop-down list.
Create USERNAME.
Create PASSWORD.
Re-type CONFIRM PASSWORD.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
User Roles
User roles feature plays a crucial role in defining access levels and permissions for different users within the system.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Enter ROLE NAME in the text field.
Enter ROLE DISPLAY NAME in the text field.
Select YES OR NO ASSIGNABLE on the radio button.
Select YES OR NO PREDEFINED on the radio button.
Admin can check the box per module depending on have permission to access.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
HR Support Entities
Involves integrating features into the platform that facilitate the management of HR-related data and processes.
Job Titles
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input JOB TITLE in the text field.
Input JOB DESCRIPTION in the text field.
Browse JOB SPECIFICATION allows users to select a file from local filesystem.
NOTE can input additional information or comments related to the uploaded job specification.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Pay Grades
Involves creating features and functionalities that enable organizations to define, manage, and apply pay grades to their employees.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input a NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Employment Status
Involves creating functionalities to manage and track the employment status of employees within an organization.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input a NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Job Categories
Involves creating features and functionalities that enable organizations to categorize and manage different job roles within their workforce.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input a NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Work Shifts
Involves creating functionalities to manage and schedule employee work shifts efficiently.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input SHIFT CODE in the text field the identifier or code assigned to a particular work shift.
REGULAR WORK HOURS
Click time picker for TIME START.
Click time picker for TIME END.
Auto Generate DURATION PER DAY.
AM BREAK
Click time picker for TIME START.
Click time picker for TIME END.
Auto Generate DURATION PER DAY.
 
BREAKFAST/LUNCH/DINNER BREAK
Click time picker for TIME START.
Click time picker for TIME END.
Auto Generate DURATION PER DAY.
PM BREAK
Click time picker for TIME START.
Click time picker for TIME END.
Auto Generate DURATION PER DAY.
 
FIXED OT TIME
Input an HOUR in the text field.
Auto Generate TIME START.
Auto Generate TIME END.
Select a SCHEDULE TYPE CALENDAR COLOR.
Select TYPES in the drop-down list.
Want to click the toggle button for COMPRESSED WORKWEEK?
Want to click the toggle button for NIGHT DIFFERENTIAL?
Want to click the toggle button for SUNDAY INVENTORY?
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Locations
Input the NAME in the text field.
Input the CITY in the text field.
Select COUNTRY in the drop-down list.
Click the SEARCH button to find information of user.
Click the RESET button to undo or reset certain changes, entries, or configurations.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
 
 
Input the NAME in the text field.
Select REGION in the drop-down list.
Input the CITY in the text field.
Input the STATE/PROVINCE in the text field.
Input the ZIP/POSTAL CODE in the text field.
Input the LATITUDE in the text field.
Input the LONGITUDE in the text field.
Input the THRESHOLD KILOMETERS in the text field.
Select COUNTRY in the drop-down list.
Input the PHONE in the text field.
Input the FAX in the text field.
Input the ADDRESS in the text field.
Type a NOTE in the textbox field where employees can enter additional information, comments, or notes.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Skills
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Type DESCRIPTION in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Education
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the LEVEL in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Licenses
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Languages
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Memberships
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Nationalities
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Vale Config
Input NAME in the text field.
Select CLASSIFICATION in the drop-down list.
Input the RULE/YEAR OF SERVICE in the text field.
Input the CARRY OVER INTEREST in the text field.
Input the LOAN INTEREST RATE in the text field.
Select SCHEDULE OF DEDUCTIONS in the drop-down list.
Select AMORTIZATION PARAMETER in the drop-down list.
Auto Generate AMORTIZATION VALUE
Click the toggle button ALLOWED TO RE-LOAN?
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Request Types Approvers
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Type ASSIGNED APPROVER/S in the text field.
Select REQUEST TYPE in the drop-down list.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Approvers
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Type the ASSIGN AN APPROVER/S in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Regions
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Type the NAME in the text field.
Input the CODE in the text field.
Input the MINIMUM WAGE in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Payroll Support Entities
Payroll Support Entities feature within Configuration Management is a crucial component designed to manage and streamline payroll-related processes within an organization. This feature encompasses various entities and elements necessary for payroll management, including frequency, pay cycle, calculation type, localization type, payroll schedule, pay package, YTD & Alphalist Grouping, loan type, chart of accounts, bank master file, payroll groupings, mandated calculations, benefits, benefits type, benefits packages, average working years, allowance type and bonus type.
Frequency
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the FREQUENCY NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Pay Cycle
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the PAYCYLE NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Calculation Type
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the CALCULATION TYPE NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Localization Type
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the LOCALIZATION TYPE NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Payroll Schedule
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the SCHEDULE NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Pay Package
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the PACKAGE NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
YTD & Alphalist Grouping
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the ALPHALIST NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Loan Type
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the LOAN TYPE NAME in the text field.
QUALIFIED LENDER
Select JOB CATEGORIES in the drop-down list.
Select JOB LEVEL in the drop-down list.
Select JOB TITLE in the drop-down list.
Input the LOAN INTEREST in the text field.
Input the TENURE REQUIREMENTS number of years only in the text field.
Input the TERMS/PAYMENT PERIOD PER MONTH number of months only in the text field.
Select MAXIMUM LOANABLE OPTIONS in the drop-down list.
Select AMORTIZATION in the drop-down list.
Click the toggle button for ALLOWED TO RE-LOAN?
Click the toggle button for ALLOWED BALANCE CARRY OVER?
Select NO EXISTING LOAN TYPES in the drop-down list.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Chart of Account
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the ACCOUNT NAME in the text field.
Input the ACCOUNT TYPE in the text field.
Input the DETAIL TYPE in the text field.
Input the GL CODE NAME in the text field.
Input the PARENT TYPE in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Bank Masterfile
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the BANK NAME in the text field.
Input the ACCOUNT NUMBER in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Payroll Grouping
 
 
 
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Select PAYROLL GROUPING in the drop-down list.
Select JOB LEVEL in the drop-down list.
Click the check box for NEW PAYROLL GROUPING?
Select JOB CATEGORY in the drop-down list.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Mandated Calculations
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Select JOB CATEGORY in the drop-down list.
Select JOB LEVELS in the drop-down list.
Select SSS BASIS in the drop-down list.
Select SSS SCHEDULE OF DEDUCTION in the drop-down list.
Select PHIC BASIS in the drop-down list.
Select PHIC SCHEDULE OF DEDUCTION in the drop-down list.
Select HDMF BASIS in the drop-down list.
Select HDMF SCHEDULE OF DEDUCTION in the drop-down list.
Select TAX METHOD in the drop-down list.
Select TAX SCHEDULE OF DEDUCTION in the drop-down list.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
BENEFITS
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Input the CODE in the text field.
Select BENEFIT TYPES in the drop-down list.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
BENEFIT TYPES
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Benefit Packages
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Select JOB LEVEL in the drop-down list.
Select JOB CATEGORIES in the drop-down list.
Select JOB TITLE in the drop-down list.
Select STANDARDS BENEFITS in the checkbox list
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Average Working Days in a Year
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the DAYS in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Allowance Type
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Select FREQUENCY in the drop-down list.
Select JOB CATEGORY in the drop-down list.
Select JOB TITLE in the drop-down list.
Select JOB LEVELS in the checkbox.
Input the AMOUNT in the text field.
Click the CHECKBOX for ACTIVE, LOCATION DEPENDENT, ATTENDANCE DEPENDENT?
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Bonus Type
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Select JOB CATEGORY in the drop-down list.
Select CALCULATION RULE in the drop-down list.
Select CALCULATION BASIS in the drop-down list.
Click the toggle button for IS PRORATED?
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Payroll configuration
Effective payroll configuration requires careful planning and setup to ensure accurate and timely compensation for employees, compliance with legal and tax requirements, and efficient use of organizational resources.
Calculation Parameter
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the CALCULATION PARAMETER NAME in the text field.
Input the CALCULATION PARAMETER MAP TABLE in the text field.
Input the CALCULATION PARAMETER MAP FIELD in the text field.
Input the CALCULATION PARAMETER FIXED VALUE in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Calculations Variable
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the CALCULATION VARIABLE NAME in the text field.
Input the CALCULATION VARIABLE MAP FIELD in the text field.
Input the CALCULATION VARIABLE FIXED VALUE in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Functions
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the FUNCTION NAME in the text field.
Input the FUNCTION SYMBOL in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Math Operators
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the MATH OPERARTOR NAME in the text field.
Input the MATH OPERATOR SYMBOL in the text field.
Input the MATH OPERATOR FIXED VALUE in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Pay Codes Localization
Click EDIT ORDER.
Click the checkbox for EDIT ORDER
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the NAME in the text field.
Select CALCULATION TYPE in the drop-down list.
Select ALPHALIST GROUP in the drop-down list.
Select COMPUTE BASIS in the drop-down list.
Click the checkbox for TAXABLE, OFF CYCLE, HIDDEN AND EXEMPT?
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
SSS Table
Click the PENCIL button in the actions table area to modify or update information.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
PAG-IBIG Table
Click the DOWNLOAD button used to export data into excel format for record-keeping, auditing, or compliance purposes.
Click the UPLOAD button to import data into excel format and streamline the process of updating employee records, especially after offline calculations or adjustments.
Select SET FREQUENCY, EVERY PAYROLL, 1ST PAYROLL (15TH), 2ND PAYROLL (30TH) in the drop-down list.
Click the PENCIL button in the actions table area to modify or update information.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Philhealth Table
Click the DOWNLOAD button used to export data into excel format for record-keeping, auditing, or compliance purposes.
Click the UPLOAD button to import data into excel format and streamline the process of updating employee records, especially after offline calculations or adjustments.
Select SET FREQUENCY, EVERY PAYROLL, 1ST PAYROLL (15TH), 2ND PAYROLL (30TH) in the drop-down list.
Click the PENCIL button in the actions table area to modify or update information.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Withholding Tax Table
Click the DOWNLOAD button used to export data into excel format for record-keeping, auditing, or compliance purposes.
Click the UPLOAD button to import data into excel format and streamline the process of updating employee records, especially after offline calculations or adjustments.
Select SET FREQUENCY, EVERY PAYROLL, 1ST PAYROLL (15TH), 2ND PAYROLL (30TH) in the drop-down list.
Click the PENCIL button in the actions table area to modify or update information.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
OT Rates
 
Click the PENCIL button in the actions table area to modify or update information.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Annual Tax Table
Union Dues
Click ADD button.
Click the TRASH button in the actions table area to delete or discard information.
Click the PENCIL button in the actions table area to modify or update information.
Input the YEAR in the text field.
Input the AMOUNT in the text field.
Input the ADDITIONAL SUBSIDIZED in the text field.
Click the CANCEL button to interrupt a command process and not change information.
Click SAVE.
Error Logs
Input the LINE in the text field.
Input the OFFSET in the text field.
Click SUBMIT.
Reporting and Analytics
Significantly enhance decision-making processes, optimize HR operations, and improve strategic planning.