Frequently Asked Questions
Choose from the topics below
Frequently Asked Questions
Choose from the topics below
Employee Management
How to Add employee
Step 1: On the Employee List section, click the Add button
Step 2: Fill-out all the employee information
Step 3: Once all fields are filled out, you can now click the Save button
Note: - Fields with * are required and should not be left blank
- Some fields include "Create New" below that allows you to create a new profile for the specific field. It will either show a side panel or redirect you to the module.
How to Edit Employee
Step 1: On the Employee List section, search for the employee you want to edit then click the View button
Step 2: Edit employee information
Step 3: Click the Save button
How to Remove Employee
Step 1: On the Employee List section, search for the Employee you want to remove
Step 2: Click the Set to Inactive Button
Notes: - Employee that was set to Inactive will be removed from the list but can still be viewed when the "Include Resigned" is enabled
- Employee's device information will also be removed automatically from all the devices where the said employee is enrolled
How to Search Employee
Step 1: Navigate to the Employee List section. Look for the Search Bar on the upper right side. You can type any of the following to search a specific employee:
- Employee Name
- Employee No.
Step 2: Click the Search Button to display the searched employee.
How to Use Employee Filter
Step 1: Navigate to the Employee List section. Beside the Search bar, click the Filter Button
Step 2: It will show you a list of Categories for filtering:
a. Company
b. Department
c. Position
d. Location
e. Employees
f. Include Resigned
Step 3: Choose a Category then select from the list of items under the chosen category
Step 4: If you want to filter and show the resigned employees, check the Include Resigned checkbox
Step 5: Click Generate, it will show you list of Employees based on the chosen Filter
Employee Management
How to Add employee
Step 1: On the Employee List section, click the Add button
Step 2: Fill-out all the employee information
Step 3: Once all fields are filled out, you can now click the Save button
Note: - Fields with * are required and should not be left blank
- Some fields include "Create New" below that allows you to create a new profile for the specific field. It will either show a side panel or redirect you to the module.
How to Edit Employee
Step 1: On the Employee List section, search for the employee you want to edit then click the View buttonStep 2: Edit employee informationStep 3: Click the Save button
How to Remove Employee
Step 1: On the Employee List section, search for the Employee you want to remove
Step 2: Click the Set to Inactive Button
Notes: - Employee that was set to Inactive will be removed from the list but can still be viewed when the "Include Resigned" is enabled
- Employee's device information will also be removed automatically from all the devices where the said employee is enrolled
How to Search Employee
Step 1: Navigate to the Employee List section. Look for the Search Bar on the upper right side. You can type any of the following to search a specific employee:
- Employee Name
- Employee No.
Step 2: Click the Search Button to display the searched employee.
How to Use Employee Filter
Step 1: Navigate to the Employee List section. Beside the Search bar, click the Filter Button
Step 2: It will show you a list of Categories for filtering:
a. Company
b. Department
c. Position
d. Location
e. Employees
f. Include Resigned
Step 3: Choose a Category then select from the list of items under the chosen category
Step 4: If you want to filter and show the resigned employees, check the Include Resigned checkbox
Step 5: Click Generate, it will show you list of Employees based on the chosen Filter
Schedule Module
How to Create Schedule Profile
Step 1: Go to the Administration tab then select Schedule Profile
Step 2: Select the Create New button
Step 3: Input the Schedule Name then select the type of Schedule (Standard/Flexible). You can also enable the Non-Punching toggle button if the personnel doesn't need to Time-In/Out
Step 4: Set all the needed Policies
How to assign Schedule Profile to Employee(s)
Note: You must have a Schedule Profile already setup to assign a Schedule to an employee
Step 1: Go to Administration tab then select the Schedule
Step 2: Click the Create New button or click the desired date twice
Step 3: Fill up all the required(*) fields
Step 4: Once all the data has been set/updated, click Save
Schedule Management
Schedule Management Module allows the user to assign a created Schedule Profile into a personnel. User can also select if the assigned schedule will be permanent or in just a period of time.
Terminologies/Fields:
• Employees - Selection of Employees to be assigned with the schedule
• Permanent (Checkbox) - Making the schedule permanent until changed with a new one
• Start Date - Start date of the Schedule
• End Date - End date of the Schedule (Note: This is not needed if Permanent is checked)
• Schedule Profile - Selection of created Schedule Profile to be assigned
Schedule Profile
2.1 Schedule Profile: Allows you to create an specific shift working hours, allowed Overtimes, tardiness settings, etc.
You can also assign if the personnel will follow an specific schedule, a flexible schedule, or a Non- Punching schedule.
l STANDARD - schedule that has a start time and End time, this schedule computes Late, Undertime and Overtimes
l FLEXIBLE - schedule that doesn’t required a Start Time but needed to complete the assigned hours per day. This schedule computes undertime and Overtime.
l NON- PUNCHING - this schedule doesn’t required a Time IN and Time Out, this doesn’t compute Lates and Undertimes but also doesn’t compute Overtimes.
There are 3 sections for Schedule Profile
I. General - Allows user to indicate working hours and assigning breaks and Restdays
II. Tardiness Policies - Allows user to Indicate the needed hours per day, Grace Periods, Undertime, etc..
III. Overtime Policies - Allows user to allow Maximum OT/s, Minimum OT/s, Start of Night Differentials and End of Night Differentials
Terminologies/Fields :
General:
l Day - name of the Day
l Start Time - Start time of the schedule
l Hours Work - Hours to be rendered in a day
l Break Start - Start of the Break for the day
l Minutes Break - Minutes of break to be rendered
l Is Restday - Assigning the day to be considered as Restday by the Software
l More Breaks - Creating more breaks for the Day
(eg. Coffee Breaks, Morning Breaks)
l Copy First Row - all Schedule settings inputted on First Row (Monday) will be copied to all the rows.
Tardiness Policies:
l Hours Per Day - Considered the rendered hours for the day ( exceeding will be considered as OT and below will be mark as Late/Undertime )
l Grace Period - allowing the personnel to avoid being late for the declared period of time.
l Include Grace Period on Late - Assigned Grace period on the profile will be added to personnel’s Late if the personnel didn’t make it on time.
l Late + Under-time considered as half-day - total hours for the day to be considered as half-day.
(eg. 5 hours of duty will only be considered as halfday).
l Late + Under-time considered as half-day - total hours for the day to be considered as half-day.
(eg. 6 hours of duty will be considered as absent).
l Undertime RoundUp - Undertime computation will automatically round up.
(eg. Undertime RoundUp = 30 minutes, Undertime of Personnel is 6minutes, it will be automatically Round up to 30 minutes)
l Late RoundUps - Undertime computation will automatically round up.
(eg. Late RoundUp is 15 minutes, Actual Late of personnel is 5 minutes, the late will automatically round up to 15 minutes).
Overtime Policies:
l ND Start - Start Time for considering rendered hours as Night Differential.
l ND End - End Time for considering rendered hours as Night Differential.
l Allowed Early In - Clock in ahead of schedule will be considered as Overtime.
l Minimum OT - Minimum Overtime to be rendered before considering as overtime
(eg. 60 minutes is the set minimum OT but the actual rendered OT is 59 minutes only, it will not be considered as OT).
l OT Round down - Hours rendered exceeded will automatically round down
(eg. OT Round Down is set to 30 minutes but the actual rendered is 45 minutes, the system will round down the OT to 30 minutes).
l Minimum gap between shift - Hours to be set before the next day schedule so that the system will know if the schedule is now on next day.
l Max Allowed Auto-Compute OT - Overtimes that doesn’t need to be filed for approval.
l Max OT - Overtime that can be filed in a day.
l Must be present on Work Day before holiday for HD pay - if this feature is enabled, the personnel should be present on their schedule before the holiday to be paid.
l Must Complete Regular Hours work to count as OT - the personnel should complete the assigned hours per day to be credited as OT
l OT Start - Overtime will start computing if the exceeded hours work meets the set minute
l Allow to compute RD/HD/SD OT - Allows the system to compute all Restday, Regular and Special Holidays automatically without filing a Overtime.
l Consider Schedule on Holiday - The system will consider the assigned schedule on Holiday
(eg. Start Time of Schedule is 8:00 AM and the personnel Clock IN at 7:00 AM, his Holiday work will start at 8:00 AM).
l Allowed Compute Early OT Hours - Early IN will be computed as Overtime without filing needed
How to Create a New Schedule Profile
Step 1: Go to the Administration tab then select Schedule Profile
Step 2: Select the Create New button
Step 3: Input the Schedule Name then select the type of Schedule (Standard/Flexible). You can also enable the Non-Punching toggle button if the personnel doesn't need to Time-In/Out
Step 4: Set all the needed Policies
Schedule Module
How to Create Schedule Profile
Step 1: Go to the Administration tab then select Schedule Profile
Step 2: Select the Create New button
Step 3: Input the Schedule Name then select the type of Schedule (Standard/Flexible). You can also enable the Non-Punching toggle button if the personnel doesn't need to Time-In/Out
Step 4: Set all the needed Policies
How to assign Schedule Profile to Employee(s)
Note: You must have a Schedule Profile already setup to assign a Schedule to an employee
Step 1: Go to Administration tab then select the Schedule
Step 2: Click the Create New button or click the desired date twice
Step 3: Fill up all the required(*) fields
Step 4: Once all the data has been set/updated, click Save
Schedule Management
Schedule Management Module allows the user to assign a created Schedule Profile into a personnel. User can also select if the assigned schedule will be permanent or in just a period of time.
Terminologies/Fields:
• Employees - Selection of Employees to be assigned with the schedule
• Permanent (Checkbox) - Making the schedule permanent until changed with a new one
• Start Date - Start date of the Schedule
• End Date - End date of the Schedule (Note: This is not needed if Permanent is checked)
• Schedule Profile - Selection of created Schedule Profile to be assigned
Schedule Profile
2.1 Schedule Profile: Allows you to create an specific shift working hours, allowed Overtimes, tardiness settings, etc.
You can also assign if the personnel will follow an specific schedule, a flexible schedule, or a Non- Punching schedule.
l STANDARD - schedule that has a start time and End time, this schedule computes Late, Undertime and Overtimes
l FLEXIBLE - schedule that doesn’t required a Start Time but needed to complete the assigned hours per day. This schedule computes undertime and Overtime.
l NON- PUNCHING - this schedule doesn’t required a Time IN and Time Out, this doesn’t compute Lates and Undertimes but also doesn’t compute Overtimes.
There are 3 sections for Schedule Profile
I. General - Allows user to indicate working hours and assigning breaks and Restdays
II. Tardiness Policies - Allows user to Indicate the needed hours per day, Grace Periods, Undertime, etc..
III. Overtime Policies - Allows user to allow Maximum OT/s, Minimum OT/s, Start of Night Differentials and End of Night Differentials
Terminologies/Fields :
General:
l Day - name of the Day
l Start Time - Start time of the schedule
l Hours Work - Hours to be rendered in a day
l Break Start - Start of the Break for the day
l Minutes Break - Minutes of break to be rendered
l Is Restday - Assigning the day to be considered as Restday by the Software
l More Breaks - Creating more breaks for the Day
(eg. Coffee Breaks, Morning Breaks)
l Copy First Row - all Schedule settings inputted on First Row (Monday) will be copied to all the rows.
Tardiness Policies:
l Hours Per Day - Considered the rendered hours for the day ( exceeding will be considered as OT and below will be mark as Late/Undertime )
l Grace Period - allowing the personnel to avoid being late for the declared period of time.
l Include Grace Period on Late - Assigned Grace period on the profile will be added to personnel’s Late if the personnel didn’t make it on time.
l Late + Under-time considered as half-day - total hours for the day to be considered as half-day.
(eg. 5 hours of duty will only be considered as halfday).
l Late + Under-time considered as half-day - total hours for the day to be considered as half-day.
(eg. 6 hours of duty will be considered as absent).
l Undertime RoundUp - Undertime computation will automatically round up.
(eg. Undertime RoundUp = 30 minutes, Undertime of Personnel is 6minutes, it will be automatically Round up to 30 minutes)
l Late RoundUps - Undertime computation will automatically round up.
(eg. Late RoundUp is 15 minutes, Actual Late of personnel is 5 minutes, the late will automatically round up to 15 minutes).
Overtime Policies:
l ND Start - Start Time for considering rendered hours as Night Differential.
l ND End - End Time for considering rendered hours as Night Differential.
l Allowed Early In - Clock in ahead of schedule will be considered as Overtime.
l Minimum OT - Minimum Overtime to be rendered before considering as overtime
(eg. 60 minutes is the set minimum OT but the actual rendered OT is 59 minutes only, it will not be considered as OT).
l OT Round down - Hours rendered exceeded will automatically round down
(eg. OT Round Down is set to 30 minutes but the actual rendered is 45 minutes, the system will round down the OT to 30 minutes).
l Minimum gap between shift - Hours to be set before the next day schedule so that the system will know if the schedule is now on next day.
l Max Allowed Auto-Compute OT - Overtimes that doesn’t need to be filed for approval.
l Max OT - Overtime that can be filed in a day.
l Must be present on Work Day before holiday for HD pay - if this feature is enabled, the personnel should be present on their schedule before the holiday to be paid.
l Must Complete Regular Hours work to count as OT - the personnel should complete the assigned hours per day to be credited as OT
l OT Start - Overtime will start computing if the exceeded hours work meets the set minute
l Allow to compute RD/HD/SD OT - Allows the system to compute all Restday, Regular and Special Holidays automatically without filing a Overtime.
l Consider Schedule on Holiday - The system will consider the assigned schedule on Holiday
(eg. Start Time of Schedule is 8:00 AM and the personnel Clock IN at 7:00 AM, his Holiday work will start at 8:00 AM).
l Allowed Compute Early OT Hours - Early IN will be computed as Overtime without filing needed
How to Create a New Schedule Profile
Step 1: Go to the Administration tab then select Schedule Profile
Step 2: Select the Create New button
Step 3: Input the Schedule Name then select the type of Schedule (Standard/Flexible). You can also enable the Non-Punching toggle button if the personnel doesn't need to Time-In/Out
Step 4: Set all the needed Policies
Leave
What is Leave
Leave are used to override the employee’s absent for days. Leave Types and Leave Profile are required to used this feature.
This feature contains the following functions and terminologies:
Employees - selected employee(s)
Start Date - Start Date of your Leave
End Date - End Date or until when is your Leave
Leave Type - the Leave you are planning to use (e.g.: Sick Leave, Vacation Leave)
With Pay - if your leave is gonna be paid or not, this will be based on your Leave Balance
Count - half-day or whole-day leave
Year Deduction - Leave Balance year to be deducted
Reasons - Reason or Remarks for filing the Leaves.
How to File a Leave
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "New" button
Step 3: Fill up all the required fields
Step 4: Click the "Submit" button
How to Edit a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to edit (Note: Only requests with PENDING status can be edited)
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Edit" button then update the details of Leave Request
Step 5: Click the "Submit" button
How to Approve a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Approve
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Approve" button then enter remarks for the Leave Request
Step 5: Click the "OK" button
How to Delete a Leave Request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Delete
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Delete" button
Step 5: A confirmation message will pop-up. Click "OK" if you are sure to delete the Leave Request
How to Reject a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Reject
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Enter your remarks then click the "OK" button
How to Download a Leave blank template
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "Arrow Down" button beside the Delete button then click "Download Template" button
Step 3: A download will start, wait until finished
Step 4: After downloading the template, you can now input all your Leave requests
Note: - This Template is used to input multiple Leave requests that can be uploaded back to the software.
How to Import a Leave template
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "Arrow Down" button beside the Delete button then click "Import from Excel" button
Step 3: File explorer will show, select the LeaveTemplate you want to import
Step 4: Wait until the importing is finished
Filing Leave says I have an insufficient leave credit
Answer: Check if there’s a Leave Profile tagged on your Employee Profile. You can also check on Reports> Leave Summary Report if you still have a leave balance for the year.
Does leave without pay still considered as absent in Payroll?
Answer: Leave without pay is still considered as absent, so it will be deducted on your payroll
I can’t file a leave even if I already have a Leave Profile
Answer: Check your Leave Profile if the type of leave that you are trying to file is included.
Where can I see my Leave Balances?
Answer: Go to Reports > Leave Summary Report then generate your leave summary for specific year. If you can’t see the report, please contact your administrator to see if you have access on the said report.
I already filed a Leave but my attendance still shows that I’m absent
Answer: Make sure that your leave request is already approved by your superior / admin or the leaves you’ve filed is 'with pay'.
Leave
What is Leave
Leave are used to override the employee’s absent for days. Leave Types and Leave Profile are required to used this feature.
This feature contains the following functions and terminologies:
Employees - selected employee(s)
Start Date - Start Date of your Leave
End Date - End Date or until when is your Leave
Leave Type - the Leave you are planning to use (e.g.: Sick Leave, Vacation Leave)
With Pay - if your leave is gonna be paid or not, this will be based on your Leave Balance
Count - half-day or whole-day leave
Year Deduction - Leave Balance year to be deducted
Reasons - Reason or Remarks for filing the Leaves.
How to File a Leave
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "New" button
Step 3: Fill up all the required fields
Step 4: Click the "Submit" button
How to Edit a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to edit (Note: Only requests with PENDING status can be edited)
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Edit" button then update the details of Leave Request
Step 5: Click the "Submit" button
How to Approve a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Approve
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Approve" button then enter remarks for the Leave Request
Step 5: Click the "OK" button
How to Delete a Leave Request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Delete
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Click the "Delete" button
Step 5: A confirmation message will pop-up. Click "OK" if you are sure to delete the Leave Request
How to Reject a Leave request
Step 1: Go to Transactions tab then select the Leave module
Step 2: Find the request that you want to Reject
Step 3: Click the "Check Box" on the first column of the Leave request (Actions on top will be highlighted/enabled)
Step 4: Enter your remarks then click the "OK" button
How to Download a Leave blank template
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "Arrow Down" button beside the Delete button then click "Download Template" button
Step 3: A download will start, wait until finished
Step 4: After downloading the template, you can now input all your Leave requests
Note: - This Template is used to input multiple Leave requests that can be uploaded back to the software.
How to Import a Leave template
Step 1: Go to Transactions tab then select the Leave module
Step 2: Click the "Arrow Down" button beside the Delete button then click "Import from Excel" button
Step 3: File explorer will show, select the LeaveTemplate you want to import
Step 4: Wait until the importing is finished
Filing Leave says I have an insufficient leave credit
Answer: Check if there’s a Leave Profile tagged on your Employee Profile. You can also check on Reports> Leave Summary Report if you still have a leave balance for the year.
Does leave without pay still considered as absent in Payroll?
Answer: Leave without pay is still considered as absent, so it will be deducted on your payroll
I can’t file a leave even if I already have a Leave Profile
Answer: Check your Leave Profile if the type of leave that you are trying to file is included.
Where can I see my Leave Balances?
Answer: Go to Reports > Leave Summary Report then generate your leave summary for specific year. If you can’t see the report, please contact your administrator to see if you have access on the said report.
I already filed a Leave but my attendance still shows that I’m absent
Answer: Make sure that your leave request is already approved by your superior / admin or the leaves you’ve filed is 'with pay'.
User Rights
How to Create a User Rights
Step 1: Go to Administration tab then select User Rights Module
Step 2: Click the New button
Step 3: Assign a name for the User Rights
Step 4: Check all the rights and privileges to be accessible by the personnel.
Step 5: Click Save.
How to assign the User Rights to an Employee/Personnel
1. Go to Employees Module
2. Search the Specific Employee,
3. View Employees Details
4. Under HR & Account Information, look for User Role
5. Select the desired User Rights Name for the personnel
6. Click Save.
User Rights Management
User Rights Management allows the user/administrator to limit the access and privileges of the user who will access the software
This is to avoid other user to access confidential files such as payrolls, Employee 201, Device Settings, etc..
Each modules has different functions to be given to the user for their access.
User Rights List:
l Overall
n View all employees - allows the user to view all employees
n View Government Table - allows the user to view Government computations
n Edit Government Table - allows the user to view and edit Government computations
n User Rights Management - allows the user to User Rights Management
n View Software License - allows the user to view the current status of the software license
n Activate Software License - allows the user to edit/update the Software License
l Dashboard
n View Today’s Attendance - shows count of total of employees that is Present, Absent, Late and on Leave
n View Transaction Pending Count - shows count of pending DTR Transactions
n View Incomplete Employee/s Notification - show list of employee’s with incomplete details to be included on the cutoff processing.
l Announcements
n View all announcement - allows the user to view all created announcements
n Modify Announcement - allows user to modify/update announcements
n Create New Announcement - allows the user to create a new announcement to be shown on dashboard
n Delete Announcement - allows the user to delete announcements
l Employees
n User View of Employee - allows the user to view only his employee profile
n List View of Employee - allows the user to view employees depends on the rights given.
n Adding of Employee - allows the user to add new employee(s).
n Editing of Employee- allows the user to modify/update employee(s) details
n Deleting of Employee - allows the user to set the employee as Inactive/Resigned.
n Editing of Device Information - allows the user to update/modify employees device information
n Editing of Payroll Information - allows the user to update/modify employees payroll information
n Editing of Identification - allows the user to update/modify employees identifications
n Editing of Address - allows the user to update/modify employees addresses.
n Editing of Family Background- allows the user to update/modify employees family background.
n Editing of Educational Background- allows the user to update/modify employees educational background.
n Editing of Work Experience - allows the user to update/modify employees work experience.
n Editing of Medical Record - allows the user to update/modify employees medical record.
n Editing of Documents - allows the user to update/modify employees documents.
n Editing of Trainings - allows the user to update/modify employees trainings.
n Editing of Other Info - allows the user to update/modify employees other infos.
n Editing of Character Reference - allows the user to update/modify employees addresses.
n Reset Password - gives user the rights to reset any employees password
l Groups
n View Groups - allows the user to view all groups such as Companies, Positions, Cost Centers, etc..
n Adding of Groups - allows the user to add new groups.
n Editing of Groups - allows the user to edit/update any existing groups.
n Deleting of Groups - allows the user to delete any existing groups.
l Cutoffs
n View Cutoff Management Module - allows the user to view all created cutoffs
n Create new cutoff - allows the user to create a new cutoff
n Delete cutoff - allows the user to delete existing draft cutoffs
n Post Cutoff - allows the user to Post/Freeze all data of the cutoffs
n Unpost Cutoff - allows the user to Unpost/Unfreeze all the data of the cutoffs.
n Show DTR Columns Only - restrict the user to view all DTR details only.
n Show DTR Actionable Tab - shows the tab of Actionable DTR.
n Show Own Payroll Only - restrict showing payroll data to users only.
l Payroll Adjustment Management
n View Payroll Adjustment - allows the user to view all filed payroll adjustments with the selected date range.
n Create Payroll Adjustment - allows the user to create new payroll adjustment for specific dates
n Edit Payroll Adjustment - allows the user to edit all existing payroll adjustment
n Delete Payroll Adjustment - allows the user to delete existing payroll adjustments
n Import Payroll Adjustment - allows the user to import a payroll adjustment template
n Template Payroll Adjustment - allows user to download a template for payroll adjustment
l Payroll Adjustment Type Management
n View Payroll Adjustment Types - allows user to view all created payroll adjustment types.
n Create Payroll Adjustment Types - allows user to create new payroll adjustment type.
n Edit Payroll Adjustment Types - allows the user to edit existing payroll adjustment type.
n Delete Payroll Adjustment Types- allows the user to delete existing payroll adjustment type.
l Payroll Loan Management
n View Payroll Loans - allows the user to view all payroll loans.
n Create Payroll Loans - allows the user to create a new payroll loan.
n Edit Payroll Loans - allows the user to edit/modify existing payroll loans.
n Delete Payroll Loans - allows the user to delete existing payroll loans.
l Payroll Loan Type Management
n View Payroll Loans Types - allows the user to view all payroll loan types.
n Create Payroll Loans Types - allows the user to create a new payroll loan types.
n Edit Payroll Loans Types - allows the user to edit/modify existing payroll loan types.
n Delete Payroll Loans Types - allows the user to delete existing payroll loan types.
l Off-Cycle Pay Management
n View Off-Cycle Pay - allows the user to view all off-cycle pays.
n Create Off-Cycle Pay - allows the user to create new off-cycle pays.
n Edit Off-Cycle Pay - allows the user to edit/modify off-cycle pay.
n Delete Off-Cycle Pay - allows the user to delete off-cycle pays.
n Import Off-Cycle Pay Template - allows user to import off-cycle pay via excel template.
l Off-Cycle Pay Type Management
n View Off-Cycle Pay Types - allows the user to view all off-cycle pay types.
n Create Off-Cycle Pay Types - allows the user to create a new off-cycle pay types.
n Edit Off-Cycle Pay Types - allows the user to edit/modify existing off-cycle pay types.
n Delete Off-Cycle Pay Types - allows the user to delete existing off-cycle pay types.
l Fringe Benefit
n View Fringe Benefit - allows the user to view all fringe benefits.
n Create Fringe Benefit - allows the user to create a new fringe benefits.
n Edit Fringe Benefit - allows the user to update/edit existing fringe benefit.
n Delete Fringe Benefit - allows the user to delete existing fringe benefits.
l Payroll Bank Management
n View Payroll Bank - allows the user to view all enrolled payroll banks.
n Create Payroll Bank - allows the user to create/enroll new payroll banks.
n Edit Payroll Bank - allows the user to edit/modify existing payroll banks.
n Delete Payroll Bank - allows the user to delete existing payroll banks.
l Payroll Profile Management
n View Payroll Profile - allows the user to view all payroll profiles.
n Create Payroll Profile - allows the user to create/set up a new payroll profile
n Edit Payroll Profile - allows the user to edit/modify existing payroll profile.
n Delete Payroll Profile - allows the user to delete existing payroll profile.
l Payroll Rate Profile Management
n View Payroll Rate Profile - allows the user to view all payroll rate profiles.
n Create Payroll Rate Profile - allows the user to create/set up a new payroll rate profile.
n Edit Payroll Rate Profile - allows the user to edit/modify existing payroll rate profiles.
n Delete Payroll Rate Profile - allows the user to delete existing payroll rate profiles.
l Alphanumeric Tax Code Profile
n View of ATC Profile - allows the user to view all existing ATC profiles.
n Adding of ATC Profile - allows the user to add new ATC profile.
n Editing of ATC Profile - allows the user to edit/modify existing ATC profiles.
n Deleting of ATC Profile - allows the user to delete existing ATC profiles.
l Overtime
n View Overtime Requests - allows the user to view all overtime requests from the set date range.
n Create Overtime Requests - allows the user to create/request overtime filing for the personnel.
n Edit Overtime Requests - allows the user to edit/update all pending overtime requests.
n Delete Overtime Requests - allows the user to delete overtime requests.
n Approve Overtime Requests - allows the user to approve overtime requests.
n Reject Overtime Requests - allows the user to reject overtime requests.
n Cancel Overtime Requests - allows the user to cancel overtime requests.
n Export Overtimes to Excel - allows the user to export list of overtime requests from specific date range to excel.
n Import Overtimes - allows the user to import overtimes via excel.
n Enable Email Notification of Overtime - enables the sending of notification to email.
l Official Businesses
n View Official Businesses Requests - allows the user to view all official businesses requests from the set date range.
n Create Official Businesses Requests - allows the user to create/request official businesses filing for the personnel.
n Edit Official Businesses Requests - allows the user to edit/update all pending official businesses requests.
n Delete Official Businesses Requests - allows the user to delete official businesses requests.
n Approve Official Businesses Requests - allows the user to approve official businesses requests.
n Reject Official Businesses Requests - allows the user to reject official businesses requests.
n Cancel Official Businesses Requests - allows the user to cancel official businesses requests.
n Export Official Businesses to Excel - allows the user to export list of official businesses requests from specific date range to excel.
n Import Official Businesses - allows the user to import official businesses via excel.
n Enable Email Notification of Official Businesses - enables the sending of notification to email.
l Compensatory Time-Offs/Offset
n View Offsets Requests - allows the user to view all offsets requests from the set date range.
n Create Offsets Requests - allows the user to create/request offsets filing for the personnel.
n Edit Offsets Requests- allows the user to edit/update all pending offsets requests.
n Delete Offsets Requests - allows the user to delete offsets requests.
n Approve Offsets Requests - allows the user to approve offsets requests.
n Reject Offsets Requests - allows the user to reject offsets requests.
n Cancel Offsets Requests - allows the user to cancel offsets requests.
n Export Offsets to Excel - allows the user to export list of offsets requests from specific date range to excel.
n Import Offsets - allows the user to import offsets via excel.
n Enable Email Notification of Offsets - enables the sending of notification to email.
l Leaves
n View Leaves Requests - allows the user to view all leaves requests from the set date range.
n Create Leaves Requests - allows the user to create/request leaves filing for the personnel.
n Edit Leaves Requests- allows the user to edit/update all pending leaves requests.
n Delete Leaves Requests - allows the user to delete leaves requests.
n Approve Leaves Requests - allows the user to approve leaves requests.
n Reject Leaves Requests - allows the user to reject leaves requests.
n Cancel Leaves Requests - allows the user to cancel leaves requests.
n Export Leaves to Excel - allows the user to export list of leaves requests from specific date range to excel.
n Import Leaves - allows the user to import leaves via excel.
n Enable Email Notification of Leaves - enables the sending of notification to email.
l Leave Type Management
n View Leave Types - allows the user to view all leave types.
n Create Leave Types - allows the user to create new leave type.
n Edit Leave Types - allows the user to edit/modify existing leave types.
n Delete Leave Types - allows the user to delete existing leave types.
l Leave Profile
n View Leave Profile - allows the user to view all leave profiles.
n Create Leave Profile - allows the user to create/set up new leave profiles.n Edit Leave Profile - allows the user to edit/update existing leave profiles.
n Delete Leave Profile - allows the user to delete existing leave profiles.
l Leave Conversion
n View Leave Conversion - allows the user to view leave conversion profile.
n Create Leave Conversion - allows the user to create new leave conversion cutoff.
n Delete Leave Conversion - allows the user to delete all leave conversion cutoff with DRAFT status.
n Post Leave Conversion - allows the user to post/freeze all data of leave conversion cutoff.
n Unpost Leave Conversion - allows the user to unpost/unfreeze all data of leave conversion cutoff.
l Leave Balance Adjustments
n View Leave Balance Adjustments - allows the user to view all leave balance adjustments.
n Create Leave Balance Adjustments - allows the user to create a leave balance adjustment.
n Edit Leave Balance Adjustments - allows the user to edit/update existing leave balance adjustments.
n Delete Leave Balance Adjustments - allows the user to delete existing leave balance adjustments.
n Export Leave Balance Adjustments - allows the user to export all leave balance adjustment based on the set date range.
n Import Leave Balance Adjustments - allows the user to import leave balance adjustment via excel template.
l Schedule Management
n View Schedule Management - allows the user to view tagged schedule on the employee(s).
n Tagging Schedule Management - allows the user to tag an existing schedule profile to a personnel.
n Modify Schedule Management - allows the user to modify a current tag schedule profile of personnel.
n Delete Schedule tagged on Employees - allows the user to delete tagged schedule profile to a personnel.
l Schedule Profiles
n View Schedule Profile - allows the user to view all existing schedule profiles.
n Create new Schedule Profile - allows the user to create/set up a new schedule profile.
n Modify Schedule Profile - allows the user to edit/modify schedule profile.
n Delete Schedule Profile - allows the user to delete existing schedule profile.
l Change of Restdays
n View Change of Restdays Requests - allows the user to view all change of restdays requests from the set date range.
n Create Change of Restdays Requests - allows the user to create/request change of restdays filing for the personnel.
n Edit Change of Restdays Requests- allows the user to edit/update all pending change of restdays requests.
n Delete Change of Restdays Requests - allows the user to delete change of restdays requests.
n Approve Change of Restdays Requests - allows the user to approve change of restdays requests.
n Reject Change of Restdays Requests - allows the user to reject change of restdays requests.
n Cancel Change of Restdays Requests - allows the user to cancel change of restdays requests.
n Export Change of Restdays to Excel - allows the user to export list of change of restdays requests from specific date range to excel.
n Import Change of Restdays - allows the user to import change of restdays via excel.
n Enable Email Notification of Change of Restdays - enables the sending of notification to email.
l Change of Schedule
n View Change of Schedule Requests - allows the user to view all change of schedule requests from the set date range.
n Create Change of Schedule Requests - allows the user to create/request change of schedule filing for the personnel.
n Edit Change of Schedule Requests- allows the user to edit/update all pending change of schedule requests.
n Delete Change of Schedule Requests - allows the user to delete change of schedule requests.
n Approve Change of Schedule Requests - allows the user to approve change of schedule requests.
n Reject Change of Schedule Requests - allows the user to reject change of schedule requests.
n Cancel Change of Schedule Requests - allows the user to cancel change of schedule requests.
n Export Change of Schedule to Excel - allows the user to export list of change of schedule requests from specific date range to excel.
n Import Change of Schedule - allows the user to import change of schedule via excel.
n Enable Email Notification of Change of Schedule - enables the sending of notification to email.
l Holidays
n View Holiday Management - allows the user to view all assigned holiday for the month/years.
n Create new Holiday - allows the user the make an specific date a holiday.
n Modify Holiday - allows the user to modify an existing assigned holidays.
n Delete Holiday - allows the user to delete an existing assigned holidays.
l Devices
n View Device Management Module - allows the user to view all registered devices.
n Add New Device - allows the user to add the device manually.
n Modify Device - allows the user to modify devices functions and info.
n Set inactive/Restore to active on Device - allows the user to delete/set the device as inactive
n Upload user information to Device - allows the user to upload saved data from the database to the devices.
n Download user information from Device - allows the user to download all information of the user from the device to the database.
n Remove user to Device - allows the user to remove users to the device.
n Download device information - allows the user to download the device information.
n Resend Time Entries - allows the user to resend all time entries.
n Enroll Users on Device - allows the user to enroll a personnel to the device.
n Reboot Device - allows the user to reboot the device remotely.
n Scan for Unknown devices on network - allows the user to scan unregistered device on the network.
n Register Unknown Devices - allows the user to add unregistered device.
n Delete Unknown Devices - allows the user to delete unknown device.
n Can manage clock assignments - allows the user to give access to clock assignments.
n View Remote Clock Assignments Module - allows the user to give access to remote clock assignments.
n Can Update Remote Clock Assignment Restrictions - allows the user to update access to remote clock assignments.
l Device Logs/ Time Entries
n View Device Logs (Time Entries) - allows the user to view all time entries.
n Import Device Logs from Device Export File - allows the user to import time entries data from device.
n Export Device Logs to Excel File - allows the user to export time entries to excel.
l Reports
n View Government Forms - allows the user to view all government forms/reports.
n View HR Reports - allows the user to view all HR Reports (gender reports, employee masterlist, etc.)
n View DTR Reports - allows the user to vew all DTR Reports (absent reports, late reports, perfect attendance reports, etc..)
n View Payroll Reports - allows the user to view all payroll reports (sss contribution reports, pagibig reports, etc..).
n View Leave Summary Only - allows the user to view only the leave balance summary report.
l Audit Trail
n View Audit Trails - allows the user to view all audit trails
n Export Audit Trails to Excel - allows the user to export all audit trails to excel.
4.1 How to Create a User Rights
1. Go to Administration tab then select User Rights Module
2. Click the New button
3. Assign a name for the User Rights
4. Check all the rights and privileges to be accessible by the personnel.
5. Click Save.
4.2 How to assign the User Rights to an Employee/Personnel
1. Go to Employees Module
2. Search the Specific Employee,
3. View Employees Details
4. Under HR & Account Information, look for User Role
5. Select the desired User Rights Name for the personnel
6. Click Save.
User Rights
How to Create a User Rights
Step 1: Go to Administration tab then select User Rights Module
Step 2: Click the New button
Step 3: Assign a name for the User Rights
Step 4: Check all the rights and privileges to be accessible by the personnel.
Step 5: Click Save.
How to assign the User Rights to an Employee/Personnel
1. Go to Employees Module
2. Search the Specific Employee,
3. View Employees Details
4. Under HR & Account Information, look for User Role
5. Select the desired User Rights Name for the personnel
6. Click Save.
User Rights Management
User Rights Management allows the user/administrator to limit the access and privileges of the user who will access the software
This is to avoid other user to access confidential files such as payrolls, Employee 201, Device Settings, etc..
Each modules has different functions to be given to the user for their access.
User Rights List:
l Overall
n View all employees - allows the user to view all employees
n View Government Table - allows the user to view Government computations
n Edit Government Table - allows the user to view and edit Government computations
n User Rights Management - allows the user to User Rights Management
n View Software License - allows the user to view the current status of the software license
n Activate Software License - allows the user to edit/update the Software License
l Dashboard
n View Today’s Attendance - shows count of total of employees that is Present, Absent, Late and on Leave
n View Transaction Pending Count - shows count of pending DTR Transactions
n View Incomplete Employee/s Notification - show list of employee’s with incomplete details to be included on the cutoff processing.
l Announcements
n View all announcement - allows the user to view all created announcements
n Modify Announcement - allows user to modify/update announcements
n Create New Announcement - allows the user to create a new announcement to be shown on dashboard
n Delete Announcement - allows the user to delete announcements
l Employees
n User View of Employee - allows the user to view only his employee profile
n List View of Employee - allows the user to view employees depends on the rights given.
n Adding of Employee - allows the user to add new employee(s).
n Editing of Employee- allows the user to modify/update employee(s) details
n Deleting of Employee - allows the user to set the employee as Inactive/Resigned.
n Editing of Device Information - allows the user to update/modify employees device information
n Editing of Payroll Information - allows the user to update/modify employees payroll information
n Editing of Identification - allows the user to update/modify employees identifications
n Editing of Address - allows the user to update/modify employees addresses.
n Editing of Family Background- allows the user to update/modify employees family background.
n Editing of Educational Background- allows the user to update/modify employees educational background.
n Editing of Work Experience - allows the user to update/modify employees work experience.
n Editing of Medical Record - allows the user to update/modify employees medical record.
n Editing of Documents - allows the user to update/modify employees documents.
n Editing of Trainings - allows the user to update/modify employees trainings.
n Editing of Other Info - allows the user to update/modify employees other infos.
n Editing of Character Reference - allows the user to update/modify employees addresses.
n Reset Password - gives user the rights to reset any employees password
l Groups
n View Groups - allows the user to view all groups such as Companies, Positions, Cost Centers, etc..
n Adding of Groups - allows the user to add new groups.
n Editing of Groups - allows the user to edit/update any existing groups.
n Deleting of Groups - allows the user to delete any existing groups.
l Cutoffs
n View Cutoff Management Module - allows the user to view all created cutoffs
n Create new cutoff - allows the user to create a new cutoff
n Delete cutoff - allows the user to delete existing draft cutoffs
n Post Cutoff - allows the user to Post/Freeze all data of the cutoffs
n Unpost Cutoff - allows the user to Unpost/Unfreeze all the data of the cutoffs.
n Show DTR Columns Only - restrict the user to view all DTR details only.
n Show DTR Actionable Tab - shows the tab of Actionable DTR.
n Show Own Payroll Only - restrict showing payroll data to users only.
l Payroll Adjustment Management
n View Payroll Adjustment - allows the user to view all filed payroll adjustments with the selected date range.
n Create Payroll Adjustment - allows the user to create new payroll adjustment for specific dates
n Edit Payroll Adjustment - allows the user to edit all existing payroll adjustment
n Delete Payroll Adjustment - allows the user to delete existing payroll adjustments
n Import Payroll Adjustment - allows the user to import a payroll adjustment template
n Template Payroll Adjustment - allows user to download a template for payroll adjustment
l Payroll Adjustment Type Management
n View Payroll Adjustment Types - allows user to view all created payroll adjustment types.
n Create Payroll Adjustment Types - allows user to create new payroll adjustment type.
n Edit Payroll Adjustment Types - allows the user to edit existing payroll adjustment type.
n Delete Payroll Adjustment Types- allows the user to delete existing payroll adjustment type.
l Payroll Loan Management
n View Payroll Loans - allows the user to view all payroll loans.
n Create Payroll Loans - allows the user to create a new payroll loan.
n Edit Payroll Loans - allows the user to edit/modify existing payroll loans.
n Delete Payroll Loans - allows the user to delete existing payroll loans.
l Payroll Loan Type Management
n View Payroll Loans Types - allows the user to view all payroll loan types.
n Create Payroll Loans Types - allows the user to create a new payroll loan types.
n Edit Payroll Loans Types - allows the user to edit/modify existing payroll loan types.
n Delete Payroll Loans Types - allows the user to delete existing payroll loan types.
l Off-Cycle Pay Management
n View Off-Cycle Pay - allows the user to view all off-cycle pays.
n Create Off-Cycle Pay - allows the user to create new off-cycle pays.
n Edit Off-Cycle Pay - allows the user to edit/modify off-cycle pay.
n Delete Off-Cycle Pay - allows the user to delete off-cycle pays.
n Import Off-Cycle Pay Template - allows user to import off-cycle pay via excel template.
l Off-Cycle Pay Type Management
n View Off-Cycle Pay Types - allows the user to view all off-cycle pay types.
n Create Off-Cycle Pay Types - allows the user to create a new off-cycle pay types.
n Edit Off-Cycle Pay Types - allows the user to edit/modify existing off-cycle pay types.
n Delete Off-Cycle Pay Types - allows the user to delete existing off-cycle pay types.
l Fringe Benefit
n View Fringe Benefit - allows the user to view all fringe benefits.
n Create Fringe Benefit - allows the user to create a new fringe benefits.
n Edit Fringe Benefit - allows the user to update/edit existing fringe benefit.
n Delete Fringe Benefit - allows the user to delete existing fringe benefits.
l Payroll Bank Management
n View Payroll Bank - allows the user to view all enrolled payroll banks.
n Create Payroll Bank - allows the user to create/enroll new payroll banks.
n Edit Payroll Bank - allows the user to edit/modify existing payroll banks.
n Delete Payroll Bank - allows the user to delete existing payroll banks.
l Payroll Profile Management
n View Payroll Profile - allows the user to view all payroll profiles.
n Create Payroll Profile - allows the user to create/set up a new payroll profile
n Edit Payroll Profile - allows the user to edit/modify existing payroll profile.
n Delete Payroll Profile - allows the user to delete existing payroll profile.
l Payroll Rate Profile Management
n View Payroll Rate Profile - allows the user to view all payroll rate profiles.
n Create Payroll Rate Profile - allows the user to create/set up a new payroll rate profile.
n Edit Payroll Rate Profile - allows the user to edit/modify existing payroll rate profiles.
n Delete Payroll Rate Profile - allows the user to delete existing payroll rate profiles.
l Alphanumeric Tax Code Profile
n View of ATC Profile - allows the user to view all existing ATC profiles.
n Adding of ATC Profile - allows the user to add new ATC profile.
n Editing of ATC Profile - allows the user to edit/modify existing ATC profiles.
n Deleting of ATC Profile - allows the user to delete existing ATC profiles.
l Overtime
n View Overtime Requests - allows the user to view all overtime requests from the set date range.
n Create Overtime Requests - allows the user to create/request overtime filing for the personnel.
n Edit Overtime Requests - allows the user to edit/update all pending overtime requests.
n Delete Overtime Requests - allows the user to delete overtime requests.
n Approve Overtime Requests - allows the user to approve overtime requests.
n Reject Overtime Requests - allows the user to reject overtime requests.
n Cancel Overtime Requests - allows the user to cancel overtime requests.
n Export Overtimes to Excel - allows the user to export list of overtime requests from specific date range to excel.
n Import Overtimes - allows the user to import overtimes via excel.
n Enable Email Notification of Overtime - enables the sending of notification to email.
l Official Businesses
n View Official Businesses Requests - allows the user to view all official businesses requests from the set date range.
n Create Official Businesses Requests - allows the user to create/request official businesses filing for the personnel.
n Edit Official Businesses Requests - allows the user to edit/update all pending official businesses requests.
n Delete Official Businesses Requests - allows the user to delete official businesses requests.
n Approve Official Businesses Requests - allows the user to approve official businesses requests.
n Reject Official Businesses Requests - allows the user to reject official businesses requests.
n Cancel Official Businesses Requests - allows the user to cancel official businesses requests.
n Export Official Businesses to Excel - allows the user to export list of official businesses requests from specific date range to excel.
n Import Official Businesses - allows the user to import official businesses via excel.
n Enable Email Notification of Official Businesses - enables the sending of notification to email.
l Compensatory Time-Offs/Offset
n View Offsets Requests - allows the user to view all offsets requests from the set date range.
n Create Offsets Requests - allows the user to create/request offsets filing for the personnel.
n Edit Offsets Requests- allows the user to edit/update all pending offsets requests.
n Delete Offsets Requests - allows the user to delete offsets requests.
n Approve Offsets Requests - allows the user to approve offsets requests.
n Reject Offsets Requests - allows the user to reject offsets requests.
n Cancel Offsets Requests - allows the user to cancel offsets requests.
n Export Offsets to Excel - allows the user to export list of offsets requests from specific date range to excel.
n Import Offsets - allows the user to import offsets via excel.
n Enable Email Notification of Offsets - enables the sending of notification to email.
l Leaves
n View Leaves Requests - allows the user to view all leaves requests from the set date range.
n Create Leaves Requests - allows the user to create/request leaves filing for the personnel.
n Edit Leaves Requests- allows the user to edit/update all pending leaves requests.
n Delete Leaves Requests - allows the user to delete leaves requests.
n Approve Leaves Requests - allows the user to approve leaves requests.
n Reject Leaves Requests - allows the user to reject leaves requests.
n Cancel Leaves Requests - allows the user to cancel leaves requests.
n Export Leaves to Excel - allows the user to export list of leaves requests from specific date range to excel.
n Import Leaves - allows the user to import leaves via excel.
n Enable Email Notification of Leaves - enables the sending of notification to email.
l Leave Type Management
n View Leave Types - allows the user to view all leave types.
n Create Leave Types - allows the user to create new leave type.
n Edit Leave Types - allows the user to edit/modify existing leave types.
n Delete Leave Types - allows the user to delete existing leave types.
l Leave Profile
n View Leave Profile - allows the user to view all leave profiles.
n Create Leave Profile - allows the user to create/set up new leave profiles.n Edit Leave Profile - allows the user to edit/update existing leave profiles.
n Delete Leave Profile - allows the user to delete existing leave profiles.
l Leave Conversion
n View Leave Conversion - allows the user to view leave conversion profile.
n Create Leave Conversion - allows the user to create new leave conversion cutoff.
n Delete Leave Conversion - allows the user to delete all leave conversion cutoff with DRAFT status.
n Post Leave Conversion - allows the user to post/freeze all data of leave conversion cutoff.
n Unpost Leave Conversion - allows the user to unpost/unfreeze all data of leave conversion cutoff.
l Leave Balance Adjustments
n View Leave Balance Adjustments - allows the user to view all leave balance adjustments.
n Create Leave Balance Adjustments - allows the user to create a leave balance adjustment.
n Edit Leave Balance Adjustments - allows the user to edit/update existing leave balance adjustments.
n Delete Leave Balance Adjustments - allows the user to delete existing leave balance adjustments.
n Export Leave Balance Adjustments - allows the user to export all leave balance adjustment based on the set date range.
n Import Leave Balance Adjustments - allows the user to import leave balance adjustment via excel template.
l Schedule Management
n View Schedule Management - allows the user to view tagged schedule on the employee(s).
n Tagging Schedule Management - allows the user to tag an existing schedule profile to a personnel.
n Modify Schedule Management - allows the user to modify a current tag schedule profile of personnel.
n Delete Schedule tagged on Employees - allows the user to delete tagged schedule profile to a personnel.
l Schedule Profiles
n View Schedule Profile - allows the user to view all existing schedule profiles.
n Create new Schedule Profile - allows the user to create/set up a new schedule profile.
n Modify Schedule Profile - allows the user to edit/modify schedule profile.
n Delete Schedule Profile - allows the user to delete existing schedule profile.
l Change of Restdays
n View Change of Restdays Requests - allows the user to view all change of restdays requests from the set date range.
n Create Change of Restdays Requests - allows the user to create/request change of restdays filing for the personnel.
n Edit Change of Restdays Requests- allows the user to edit/update all pending change of restdays requests.
n Delete Change of Restdays Requests - allows the user to delete change of restdays requests.
n Approve Change of Restdays Requests - allows the user to approve change of restdays requests.
n Reject Change of Restdays Requests - allows the user to reject change of restdays requests.
n Cancel Change of Restdays Requests - allows the user to cancel change of restdays requests.
n Export Change of Restdays to Excel - allows the user to export list of change of restdays requests from specific date range to excel.
n Import Change of Restdays - allows the user to import change of restdays via excel.
n Enable Email Notification of Change of Restdays - enables the sending of notification to email.
l Change of Schedule
n View Change of Schedule Requests - allows the user to view all change of schedule requests from the set date range.
n Create Change of Schedule Requests - allows the user to create/request change of schedule filing for the personnel.
n Edit Change of Schedule Requests- allows the user to edit/update all pending change of schedule requests.
n Delete Change of Schedule Requests - allows the user to delete change of schedule requests.
n Approve Change of Schedule Requests - allows the user to approve change of schedule requests.
n Reject Change of Schedule Requests - allows the user to reject change of schedule requests.
n Cancel Change of Schedule Requests - allows the user to cancel change of schedule requests.
n Export Change of Schedule to Excel - allows the user to export list of change of schedule requests from specific date range to excel.
n Import Change of Schedule - allows the user to import change of schedule via excel.
n Enable Email Notification of Change of Schedule - enables the sending of notification to email.
l Holidays
n View Holiday Management - allows the user to view all assigned holiday for the month/years.
n Create new Holiday - allows the user the make an specific date a holiday.
n Modify Holiday - allows the user to modify an existing assigned holidays.
n Delete Holiday - allows the user to delete an existing assigned holidays.
l Devices
n View Device Management Module - allows the user to view all registered devices.
n Add New Device - allows the user to add the device manually.
n Modify Device - allows the user to modify devices functions and info.
n Set inactive/Restore to active on Device - allows the user to delete/set the device as inactive
n Upload user information to Device - allows the user to upload saved data from the database to the devices.
n Download user information from Device - allows the user to download all information of the user from the device to the database.
n Remove user to Device - allows the user to remove users to the device.
n Download device information - allows the user to download the device information.
n Resend Time Entries - allows the user to resend all time entries.
n Enroll Users on Device - allows the user to enroll a personnel to the device.
n Reboot Device - allows the user to reboot the device remotely.
n Scan for Unknown devices on network - allows the user to scan unregistered device on the network.
n Register Unknown Devices - allows the user to add unregistered device.
n Delete Unknown Devices - allows the user to delete unknown device.
n Can manage clock assignments - allows the user to give access to clock assignments.
n View Remote Clock Assignments Module - allows the user to give access to remote clock assignments.
n Can Update Remote Clock Assignment Restrictions - allows the user to update access to remote clock assignments.
l Device Logs/ Time Entries
n View Device Logs (Time Entries) - allows the user to view all time entries.
n Import Device Logs from Device Export File - allows the user to import time entries data from device.
n Export Device Logs to Excel File - allows the user to export time entries to excel.
l Reports
n View Government Forms - allows the user to view all government forms/reports.
n View HR Reports - allows the user to view all HR Reports (gender reports, employee masterlist, etc.)
n View DTR Reports - allows the user to vew all DTR Reports (absent reports, late reports, perfect attendance reports, etc..)
n View Payroll Reports - allows the user to view all payroll reports (sss contribution reports, pagibig reports, etc..).
n View Leave Summary Only - allows the user to view only the leave balance summary report.
l Audit Trail
n View Audit Trails - allows the user to view all audit trails
n Export Audit Trails to Excel - allows the user to export all audit trails to excel.
4.1 How to Create a User Rights
1. Go to Administration tab then select User Rights Module
2. Click the New button
3. Assign a name for the User Rights
4. Check all the rights and privileges to be accessible by the personnel.
5. Click Save.
4.2 How to assign the User Rights to an Employee/Personnel
1. Go to Employees Module
2. Search the Specific Employee,
3. View Employees Details
4. Under HR & Account Information, look for User Role
5. Select the desired User Rights Name for the personnel
6. Click Save.
Devices
What's on Device Management
Device Management
This feature allows the user to manage all devices connected to the software and control some functions of the device remotely.
Terminologies/Functions:
1. Device Management:
• New Device - Allows you to add new devices manually by inputting all the device information needed:
• Device Code- Your desired device code
• Device Name - Your desired device name
• Serial Number - The Device Serial Number
• IP Address - the assigned IP Address on the device
• Device Type - choose the device type:
• Access Control - Devices that uses for accessing such as door lock, turnstile, etc..
• Attendance - Devices that collect time attendance such as biometrics, and face access that has a Clock IN and Clock OUT function
• Functions - the desired function for devices. This is to limit the transaction that is being handled by the device
• Default - Support Clock IN and Clock OUT
• IN - Supports Clock IN only
• OUT - Supports Clock OUT only
• Face Supported - allows the device to received command that contains face templates
• Palm Supported - allows the device to received command that contains palm templates
• Edit Device - allows you to edit device information
• Delete Device - allows you to delete devices
2. Remote Access to Devices
• Scan Network Devices - allows you to add the devices that is already connected to your network by just setting the Device Name and Device Code (Note: The device should have the AMDS/Cloud Server set to the web address of the software)
• Upload Users - uploads the user from the software (including the fingerprints and face templates) to the device remotely
• Download Users - downloads all data on the device for the specific User(s) to the software
• Remove Users - removes all the data of the user to the devices
• Download Device Information - download all devices info such as fingerprint versions, Face Version, Fingerprint counts, etc..
• Resend Time Entries - Resend all time entries from the device to software
• Enroll Fingerprint on Device - Enrolls a user fingerprint to device remotely
• Reboot Device - Reboots the device remotely
How to Add a device manually
(Note: You will be needing the device information such as IP Address and Serial Number of the device)
Step 1: Go to Device Management Tab then select Devices
Step 2: Select the "New" button
Step 3: Input the device details
Step 4: Click "Save" button
Step 5: Wait for the device status to be Online
How to add Devices using Scan Network Devices
Step 1: Go to Device Management tab then select Devices
Step 2: On the Devices module, click the "Scan Network Devices" button
Step 3: A list of Devices will be shown, select the device you want to add. (Note: Device and your Computer should be connected on the same Network)
Step 4: Input the Device Code and Device Name (other information such as Serial Number and IP Address will be automatically get by the software)
Step 5: Click the "Save" button
Step 6: Wait for the device status to be Online
How to Download User(s) from the Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the device(s) where the employees info will be downloaded
Step 3: Click Download Users button
Step 4: Select the user(s) to be downloaded. You can also select all the employees to download
Step 5: Click the Download button
Step 6: Wait for the download to be finished
Step 7: To check if the device data has been downloaded, you can go to Employees > Employee Management Module then view an employee’s Device info. A Fingerprint / Face count shouldbe updated
How to Upload User(s) to the Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s) you want to users to be uploaded (By selecting the device, you will see a toggle button on the button of the device card)
Step 3: Click the Upload Users button
Step 4: You can upload all the employees or select specific employees using the search bar
Step 5: Click Upload
Step 6: Wait for the command to be finished
Step 7: Check on the device if the user shas been uploaded
Note: all of the Employee’s template such as fingerprint and face will be uploaded to the device(s))
How to Remove Users from the Device
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s) you want the user to be remove with
Step 3: Click Remove Users
Step 4: Search employees to be deleted
Step 5: Click Remove button
Step 6: Wait for the command to be finished(Note: You can still re-upload the employees information to the device)
How to Resend Time Entries
Step 1: Go to Device Management tab then select Devices
Step 2: Click the Resend Time Entries
Step 3: Set the Date Range of the Time Entries you want to resend
Step 4: Click the Resend button
Step 1: You can check the Time Entries in Transaction tab > Time Entries Module
How to Enroll Fingerprint to the Device(s) remotely
Step 1: Go to Device Management tab then select Devices
Step 2: Look for the Enroll Fingerprint on Device button beside the device name
Step 3: Select the Employee you want to Enroll then select the fingerprint thumb you want to register
Step 4: Click Enroll Button
Step 5: Go to the device then check if the Enroll Fingerprint has shown
Step 6: Enroll the employee’s fingerprint
How to Filter Devices by Status
Step 1: Go to Device Management tab then select Devices
Step 2: On the right side of the screen you will see filter status:
• ALL - all devices will be shown
• OFFLINE - Only offline devices will be shown
• ONLINE - Only online devices will be shown
How to Enroll Face/Palm to Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s)
Step 3: Upload users to the device by clicking Upload User button
Step 4: After uploading, go to the Device
Step 5: Go to Users then search the uploaded User
Step 6: Go to Enroll Face/Enroll Palm
Step 7: Register your Face on the Device
Step 8: Once successfully registered, go back to ZKTeco Payroll
Step 9: Download the User’s information and Face by click Download Users
Step 10: Wait until the command is finished
Can I enroll a Face or Palm Template Remotely?
Answer: As of now, this feature is not yet supported.
I can’t see my devices in the Scan Network Devices
Answer: Kindly double check if the ADMS/Cloud Server domain is set to your ZKTeco Payroll Domain
Can I add my devices even if it doesn’t have an ADMS function?
Answer: No you can’t. Your device needs the ADMS feature to add it on ZKTeco Payroll
I Enrolled a Fingerprint Remotely but the enroll fingerprint doesn’t show on the device
Answer: Please double check if the device status is ONLINE. .
Where can I find my ADMS/Cloud Server feature
Answer: On the Device, go to COMM > ADMS then enable the Enable Domain Name
What is my ZKTeco Payroll Domain?
Answer: Your ZKTeco Payroll domain is the link where you access the software (eg: https://yourcompany.zkpayroll.com)
Devices
What's on Device Management
Device Management
This feature allows the user to manage all devices connected to the software and control some functions of the device remotely.
Terminologies/Functions:
1. Device Management:
• New Device - Allows you to add new devices manually by inputting all the device information needed:
• Device Code- Your desired device code
• Device Name - Your desired device name
• Serial Number - The Device Serial Number
• IP Address - the assigned IP Address on the device
• Device Type - choose the device type:
• Access Control - Devices that uses for accessing such as door lock, turnstile, etc..
• Attendance - Devices that collect time attendance such as biometrics, and face access that has a Clock IN and Clock OUT function
• Functions - the desired function for devices. This is to limit the transaction that is being handled by the device
• Default - Support Clock IN and Clock OUT
• IN - Supports Clock IN only
• OUT - Supports Clock OUT only
• Face Supported - allows the device to received command that contains face templates
• Palm Supported - allows the device to received command that contains palm templates
• Edit Device - allows you to edit device information
• Delete Device - allows you to delete devices
2. Remote Access to Devices
• Scan Network Devices - allows you to add the devices that is already connected to your network by just setting the Device Name and Device Code (Note: The device should have the AMDS/Cloud Server set to the web address of the software)
• Upload Users - uploads the user from the software (including the fingerprints and face templates) to the device remotely
• Download Users - downloads all data on the device for the specific User(s) to the software
• Remove Users - removes all the data of the user to the devices
• Download Device Information - download all devices info such as fingerprint versions, Face Version, Fingerprint counts, etc..
• Resend Time Entries - Resend all time entries from the device to software
• Enroll Fingerprint on Device - Enrolls a user fingerprint to device remotely
• Reboot Device - Reboots the device remotely
How to Add a device manually
(Note: You will be needing the device information such as IP Address and Serial Number of the device)
Step 1: Go to Device Management Tab then select Devices
Step 2: Select the "New" button
Step 3: Input the device details
Step 4: Click "Save" button
Step 5: Wait for the device status to be Online
How to add Devices using Scan Network Devices
Step 1: Go to Device Management tab then select Devices
Step 2: On the Devices module, click the "Scan Network Devices" button
Step 3: A list of Devices will be shown, select the device you want to add. (Note: Device and your Computer should be connected on the same Network)
Step 4: Input the Device Code and Device Name (other information such as Serial Number and IP Address will be automatically get by the software)
Step 5: Click the "Save" button
Step 6: Wait for the device status to be Online
How to Download User(s) from the Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the device(s) where the employees info will be downloaded
Step 3: Click Download Users button
Step 4: Select the user(s) to be downloaded. You can also select all the employees to download
Step 5: Click the Download button
Step 6: Wait for the download to be finished
Step 7: To check if the device data has been downloaded, you can go to Employees > Employee Management Module then view an employee’s Device info. A Fingerprint / Face count shouldbe updated
How to Upload User(s) to the Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s) you want to users to be uploaded (By selecting the device, you will see a toggle button on the button of the device card)
Step 3: Click the Upload Users button
Step 4: You can upload all the employees or select specific employees using the search bar
Step 5: Click Upload
Step 6: Wait for the command to be finished
Step 7: Check on the device if the user shas been uploaded
Note: all of the Employee’s template such as fingerprint and face will be uploaded to the device(s))
How to Remove Users from the Device
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s) you want the user to be remove with
Step 3: Click Remove Users
Step 4: Search employees to be deleted
Step 5: Click Remove button
Step 6: Wait for the command to be finished(Note: You can still re-upload the employees information to the device)
How to Resend Time Entries
Step 1: Go to Device Management tab then select Devices
Step 2: Click the Resend Time Entries
Step 3: Set the Date Range of the Time Entries you want to resend
Step 4: Click the Resend button
Step 1: You can check the Time Entries in Transaction tab > Time Entries Module
How to Enroll Fingerprint to the Device(s) remotely
Step 1: Go to Device Management tab then select Devices
Step 2: Look for the Enroll Fingerprint on Device button beside the device name
Step 3: Select the Employee you want to Enroll then select the fingerprint thumb you want to register
Step 4: Click Enroll Button
Step 5: Go to the device then check if the Enroll Fingerprint has shown
Step 6: Enroll the employee’s fingerprint
How to Filter Devices by Status
Step 1: Go to Device Management tab then select Devices
Step 2: On the right side of the screen you will see filter status:
• ALL - all devices will be shown
• OFFLINE - Only offline devices will be shown
• ONLINE - Only online devices will be shown
How to Enroll Face/Palm to Devices
Step 1: Go to Device Management tab then select Devices
Step 2: Search and select the Device(s)
Step 3: Upload users to the device by clicking Upload User button
Step 4: After uploading, go to the Device
Step 5: Go to Users then search the uploaded User
Step 6: Go to Enroll Face/Enroll Palm
Step 7: Register your Face on the Device
Step 8: Once successfully registered, go back to ZKTeco Payroll
Step 9: Download the User’s information and Face by click Download Users
Step 10: Wait until the command is finished
Can I enroll a Face or Palm Template Remotely?
Answer: As of now, this feature is not yet supported.
I can’t see my devices in the Scan Network Devices
Answer: Kindly double check if the ADMS/Cloud Server domain is set to your ZKTeco Payroll Domain
Can I add my devices even if it doesn’t have an ADMS function?
Answer: No you can’t. Your device needs the ADMS feature to add it on ZKTeco Payroll
I Enrolled a Fingerprint Remotely but the enroll fingerprint doesn’t show on the device
Answer: Please double check if the device status is ONLINE. .
Where can I find my ADMS/Cloud Server feature
Answer: On the Device, go to COMM > ADMS then enable the Enable Domain Name
What is my ZKTeco Payroll Domain?
Answer: Your ZKTeco Payroll domain is the link where you access the software (eg: https://yourcompany.zkpayroll.com)
Cutoff Management
What's in the Cutoff Management Module?
Cutoff Management contains all the computations such as DTR and Payrolls.
See the following functions and terminologies included in this module:
1. Standard - standard cutoff contains the DTR and Payroll. Each contains the following:
• DTR Summary - summary of all total data within the date range of Cutoff created. It includes the Regular Hours, Overtime, Rest Day Work, etc.
• DTR Details - the detailed version of DTR. It shows the Time IN and Time Out for each day.
• Actionable DTR - shows all the possible overtimes or missing time logs
• Payroll - computes all the hours work
2. Off-Cycle - handles all computations based on transactions filed outside the regular payrun.
3. Leave Conversion - computes all the unused leaves that are convertible to cash.
4. 13th Month Pay - computes the total 13th month pay for the date range set.
5. Quit Claim - computes the last pay of the employee that resigned within the date range of the current cutoff.
-----------------------------------------
Cutoff Actions:
• Back - return or exits the current cutoff viewed.
• Post/Unpost - freeze or unfreeze the data of the cutoff
• Export to Excel - export DTR details to Excel file
• Payroll Register - creates a payroll summary of the selected cutoff
• Payslips - generate a PDF type of payslip based on the payroll computed on the employee
• Remittance - generate a text file based on the selected supported bank that can be imported on online banking
• Bank Summary - generate a PDF file with the list of the employees with their total salary in the current cutoff
How to Create Cutoff?
Step 1: Go to Payroll Tab > Cutoff Management
Step 2: Click the Create New button
Step 3: Select the Cutoff Type you want to create. (e.g Standard, 13th Month, etc.)
Step 4: Fill out the required fields
Step 5: Click Save
How to Create Cutoff based on Frequency
Step 1: Go to Payroll > Cutoff Management
Step 2: Click the Create New button
Step 3: Fill out all the required fields.
Step 4: Set the frequency to Monthly, Semi-monthly or Daily
Step 5: Click Save
How to Delete Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the Cutoff you want to delete. (IMPORTANT: Only Cutoff that has "Preview Status" can be deleted)
Step 3: Click the Delete button.
Step 4: A confirmation message to delete will show, click Yes.
How to Post/Freeze a Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the cutoff to be posted (IMPORTANT: Only Cutoff that has "Preview" status can be posted)
Step 3: Click the View button under the Cutoff
Step 4: Click the Post button
Step 5: A confirmation message will show, click Post
Step 6: Wait until the posting is finished
How to Unpost/Unfreeze a Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the Cutoff you want to Unpost (IMPORTANT: Only Cutoff that has a "Posted" status can be unposted)
Step 3: Click the "View" button under the Cutoff
Step 4: Click the "Unpost" button
Step 5: A confirmation message will show, click Unpost
Step 6: Wait until the unposting is finished
How to Export the DTR Details to Excel
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff to be Exported
Step 3: Click the "Export to Excel" button
Step 4: Wait until the exporting is finished
How to Export Bank Remittance File
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff where you want to generate the remittance file
Step 3: On the Cutoff Detail Module, click the Payroll Tab
Step 4: Click the "Remittance" Button then select a Bank
Step 5: Enter the Effectivity Date, Batch Number and Ceiling Amount
Step 6: Select Employee/s (Optional: You can use this if you need to generate for specific employees only)
Step 7: Click Proceed then wait until finished.
NOTE: Remittance file currently supports Three(3) Banks only (BDO, Metrobank and BPI)
How to Generate a Bank List Summary
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff where you want to generate the Bank List Summary
Step 3: On the Cutoff Details Module, click the Payroll tab
Step 4: Click the Bank Summary button, select a Bank then Bank Letter Date
Step 5: Select Employee/s (Optional: You can use this if you need to generate for specific employees only)
Step 6: Click Proceed then wait until finished
What is the computation of 13th Month Pay?
Answer: 13th Month Pay = Basic Pay - (Lates + Undertimes + Absences)
I accidentally delete an employee on the payroll, how can I restore it?
Answer: You need to delete and recreate the Cutoff where the employee is included.
What is the "X" button on the upper right side of Employees Payroll Details
Answer: "X" or "Delete" button shows on Employees with a Negative or no Payroll Computation at all. The button is to remove the said employee from the Cutoff/Payroll.
I created a Quit Claim Cutoff but I can't see any Employees
Answer: Double check if the Resignation of employee falls under the Date Range of the created Quit Claim Cutoff.
Will the DTR and Transactions be gone if I deleted a Cutoff?
Answer: No. All the transactions that was created within the date range of the cutoff will always be displayed on its corresponding module unless it is rejected or deleted.
Can I print a payslip separately?
Answer: Yes. Just search the employee then search the "Payslip" Button.
How will I know if the Overtime computations are correct?
Answer: You can check your rate multiplier on Payroll Rate Profile module.
Cutoff Management
What's in the Cutoff Management Module?
Cutoff Management contains all the computations such as DTR and Payrolls.
See the following functions and terminologies included in this module:
1. Standard - standard cutoff contains the DTR and Payroll. Each contains the following:
• DTR Summary - summary of all total data within the date range of Cutoff created. It includes the Regular Hours, Overtime, Rest Day Work, etc.
• DTR Details - the detailed version of DTR. It shows the Time IN and Time Out for each day.
• Actionable DTR - shows all the possible overtimes or missing time logs
• Payroll - computes all the hours work
2. Off-Cycle - handles all computations based on transactions filed outside the regular payrun.
3. Leave Conversion - computes all the unused leaves that are convertible to cash.
4. 13th Month Pay - computes the total 13th month pay for the date range set.
5. Quit Claim - computes the last pay of the employee that resigned within the date range of the current cutoff.
-----------------------------------------
Cutoff Actions:
• Back - return or exits the current cutoff viewed.
• Post/Unpost - freeze or unfreeze the data of the cutoff
• Export to Excel - export DTR details to Excel file
• Payroll Register - creates a payroll summary of the selected cutoff
• Payslips - generate a PDF type of payslip based on the payroll computed on the employee
• Remittance - generate a text file based on the selected supported bank that can be imported on online banking
• Bank Summary - generate a PDF file with the list of the employees with their total salary in the current cutoff
How to Create Cutoff?
Step 1: Go to Payroll Tab > Cutoff Management
Step 2: Click the Create New button
Step 3: Select the Cutoff Type you want to create. (e.g Standard, 13th Month, etc.)
Step 4: Fill out the required fields
Step 5: Click Save
How to Create Cutoff based on Frequency
Step 1: Go to Payroll > Cutoff Management
Step 2: Click the Create New button
Step 3: Fill out all the required fields.
Step 4: Set the frequency to Monthly, Semi-monthly or Daily
Step 5: Click Save
How to Delete Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the Cutoff you want to delete. (IMPORTANT: Only Cutoff that has "Preview Status" can be deleted)
Step 3: Click the Delete button.
Step 4: A confirmation message to delete will show, click Yes.
How to Post/Freeze a Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the cutoff to be posted (IMPORTANT: Only Cutoff that has "Preview" status can be posted)
Step 3: Click the View button under the Cutoff
Step 4: Click the Post button
Step 5: A confirmation message will show, click Post
Step 6: Wait until the posting is finished
How to Unpost/Unfreeze a Cutoff
Step 1: Go to Payroll > Cutoff Management
Step 2: Find the Cutoff you want to Unpost (IMPORTANT: Only Cutoff that has a "Posted" status can be unposted)
Step 3: Click the "View" button under the Cutoff
Step 4: Click the "Unpost" button
Step 5: A confirmation message will show, click Unpost
Step 6: Wait until the unposting is finished
How to Export the DTR Details to Excel
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff to be Exported
Step 3: Click the "Export to Excel" button
Step 4: Wait until the exporting is finished
How to Export Bank Remittance File
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff where you want to generate the remittance file
Step 3: On the Cutoff Detail Module, click the Payroll Tab
Step 4: Click the "Remittance" Button then select a Bank
Step 5: Enter the Effectivity Date, Batch Number and Ceiling Amount
Step 6: Select Employee/s (Optional: You can use this if you need to generate for specific employees only)
Step 7: Click Proceed then wait until finished.
NOTE: Remittance file currently supports Three(3) Banks only (BDO, Metrobank and BPI)
How to Generate a Bank List Summary
Step 1: Go to Payroll > Cutoff Management
Step 2: View the Cutoff where you want to generate the Bank List Summary
Step 3: On the Cutoff Details Module, click the Payroll tab
Step 4: Click the Bank Summary button, select a Bank then Bank Letter Date
Step 5: Select Employee/s (Optional: You can use this if you need to generate for specific employees only)
Step 6: Click Proceed then wait until finished
What is the computation of 13th Month Pay?
Answer: 13th Month Pay = Basic Pay - (Lates + Undertimes + Absences)
I accidentally delete an employee on the payroll, how can I restore it?
Answer: You need to delete and recreate the Cutoff where the employee is included.
What is the "X" button on the upper right side of Employees Payroll Details
Answer: "X" or "Delete" button shows on Employees with a Negative or no Payroll Computation at all. The button is to remove the said employee from the Cutoff/Payroll.
I created a Quit Claim Cutoff but I can't see any Employees
Answer: Double check if the Resignation of employee falls under the Date Range of the created Quit Claim Cutoff.
Will the DTR and Transactions be gone if I deleted a Cutoff?
Answer: No. All the transactions that was created within the date range of the cutoff will always be displayed on its corresponding module unless it is rejected or deleted.
Can I print a payslip separately?
Answer: Yes. Just search the employee then search the "Payslip" Button.
How will I know if the Overtime computations are correct?
Answer: You can check your rate multiplier on Payroll Rate Profile module.
Schedule
What's in the Schedule Module
Schedule module allows the user to create and assign a schedule for specific groups or employee.
There are two (2) types of schedule module for the software:
Schedule Profile: Allows you to create an specific shift working hours, allowed Overtimes, tardiness settings, etc.
You can also assign if the personnel will follow an specific schedule, a flexible schedule, or a Non- Punching schedule.
• STANDARD - schedule that has a start time and End time, this schedule computes Late, Undertime and Overtimes
•FLEXIBLE - schedule that doesn’t required a Start Time but needed to complete the assigned hours per day. This schedule computes undertime and Overtime.
• NON- PUNCHING - this schedule doesn’t required a Time IN and Time Out, this doesn’t compute Lates and Undertimes but also doesn’t