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Administrator
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Administrator
User
Administrator
Announcements
Create a New Announcement
How to Update Announcements
Where Announcements will be Delivered
Appraisals
How to Assign Appraisal Reviewers
How to Create a New Appraisal Session
How to Create a New Appraisal Template
How to Delete Appraisal Session
How to Delete Appraisal Template
How to Manually Notify Employee for Appraisal Input
How to Update an Appraisal Session
How to Update an Appraisal Template
Audit Log
How to Check and Read the Audit Log Page
Billing & Subscription
How to Add an Add-On to Current Plan
How to Cancel My Subscription Plan
How to Check My Plan's Payment History
How to Downgrade My Subscription Plan
How to Subscribe to a Paid Plan
How to Upgrade My Subscription Plan
Which Methods of Payment are Supported
Circulars
How to Create a Circulars Category
How to Create a New Circulars
How to Create a New Memo
How to Create a New Quicklinks
How to Delete Circulars Category
How to Update Circulars Category
Where Circulars will be displayed
Claims Management
Assign Accounting Code to Claim Subcategory
How to Approve Endorsed Claim Requests
How to Create a Claim Category
How to Create a Claim Subcategory
How to Create New Accounting Code
How to Delete Accounting Code
How to Delete Claim Category
How to Delete Claim Subcategory
How to do Xero Integration (Manual Journals/Bills to Pay) with Processed Claims
How to Edit Claim Subcategory
How to Endorse Submitted Claim Requests
How to Process Approved Claim Requests
How to Set a Claim Limit
How to Synchronize Accounting Code with Xero
How to Update Accounting Code
How to Update Claim Category
How to Update Overridable Claims Limits in Employee Details Page
Company
How to Update Company Finance and Bank Info
How to Update Company General Info
Integrate with Xero
Departments
How to Create a New Department
How to Delete Department
How to Update Department
Document Types
How to Create a New Document Type
How to Delete Document Types
How to Update Document Types
Employee
How Employee Limits are Allocated
How to Add New Employee
How to Bulk Upload Employees
How to Check Employee Audit Log
How to Deactivate an Employee
How to Offboard an Employee
How to Update Employee Details
How to Upload/Edit Employee's Document
Step-by-Step Guide on Filling Employee Creation/Update Form
Holidays
How to Bulk Create/Import Holidays
How to Create a New Holiday
How to Delete Holiday
How to Update Holiday
Job Titles
How to Create a New Job Title
How to Delete Job Title
How to Update Job Title
Leave Management
How to Create a Leave Type
How to Update the Leave Settings
How to Apply on Behalf of an Employee
How to Approve Leave Request
How to Bulk Apply on Behalf of Employees
How to Bulk Credit/Debit Employees Leave Balance
How to Check Employee Leave Balance
How to Credit/Debit Employee Leave Balance
How to Enable Leave Proration for Staff
How to Reset Leave Balance
How to Set Bring Forward Leave
How to Update Leave Type
How to Update Overridable Leave Balances in Employee Details Page
Pay Item Types
How to Create New Pay Item Type
How to Delete Pay Item Type
How to Update Pay Item Type
Payroll
How to Delete a Payroll Month
How to Generate Payroll Report
How to Generate PDF for Selected Processed Payslips in Payroll Month
How to Manually Add an Employee Payslip in a Payroll Month
How to Mark a Payroll as Complete
How to Process Selected Payslips in Payroll Month
How to Remove Employee Payslips from a Payroll Month
How to Update an Employee Payslip in Payroll Month
Pro-ration of Salary
Step-by-Step Guide to Create Payroll for the Month
Unpaid Leave
Reports Module
How to Generate Appraisal Reports
How to Generate Claims Reports
How to Generate Contract Reports
How to Generate Employee Reports
How to Generate Leave Reports
Role Management
How to Assign/Change Roles to Users
How to Assign/Change Roles to Users with the Role Assignment Page
How to Create New Roles
How to Delete a Role
How to Update Role
Tax Filling
How to Create a New IRAS Tax Filing Year
How to Delete IRAS Tax Filing Year
How to Download as Excel
How to Update IRAS Employee Details Inside a Tax Filing Year
How to Delete Leave Type
This guide is under construction.
