How to add employee?
How to add Department?
To add department, go to Human Resource > Department then enter Name and then click on Save button. You can view this added record in the Department List on the right side of the page.
To edit department click on Edit icon and to delete department click on Delete icon present in the Department list.
How to add Designation?
To add designation, go to Human Resource > Designation then enter Name and then click on Save button. You can view this added record in the Designation List on the right side of the page.
To edit designation click on Edit icon and to delete designation click on Delete icon present in the Designation list.
How to add Staff Directory?
To add staff directory, go to Human Resource > Staff Directory click on Add Staff button present at top right corner in the page, at click of this button Basic Information page will be open.
Fill all entries here Employee ID, Role, Department, First Name, Surname, Middle Name, Email (Login Username), Gender, Date of Birth, Date of Joining, Phone, Emergency Contact Number, Marital Status, Photo, Address Qualification, Experience, Note.
To view staff details click on Show icon present in staff card. Here you can view basic details of staff Like Profile, Payroll, Leaves, Attendance, Documents and Timeline.
How to Import Staff?
To import staff, go to Human Resource > Staff Directory click on Import Staff present at top right corner on the right side in the Basic Information page, at click of this button Staff Import page will be open.
You have to follow all the necessary instructions given. Here you can also add multiple staff at the same time for this, you have to create a CSV file format. You can also download the sample file from top right corner by clicking on Download Sample Import File button.
You shouldn’t delete the first row of CSV file. It is necessary to fill the required field in this file. After completing the file, here select Role and Department and then you have to select this CSV file on Select CSV File option and then click on Staff Import button.
How to mark Staff Attendance?
To Staff Attendance, go to Human Resource > Staff Attendance.
Here select Role and Attendance Date and then click on Search button. The list of staff will be shown in below of the page.
Simply select the attendance of the staff of the current date, here you can see Set attendance for all staff as option is available, using this option you can mark the all staff attendance at single click, if you want to mark the attendance as Present for the all staff, simply click on Present checkbox then click on Save Attendance button showing at the right side, all staff attendance will be mark as present at the same time and in Source column will show the type of Attendance as here we marked Manual Attendance. this process would be same for Late, Absent, Half Day, Holiday.
And if you want to mark the separate and different attendance like Late, Halfday, Absent etc, go to the every staff attendance column and check the checkbox regarding the same then click on Save Attendance button showing at right side, attendance will be mark successfully and Status will be show.